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All changes in feature/doc_improvements branch - #555

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All changes in feature/doc_improvements branch#555
atp-epam wants to merge 103 commits into
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this is for @YuriyIvon

check BRANCH_GUIDE.md first!

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Overall impression about this article (in comparison with the original version) is mixed:

  • great work on simplification, it's easier to read, looks lighter, "reference" is taken out to the separate article (maybe a good move actually, though inline pseudo-code entries were demonstrating the concepts)
  • at the same time, it feels less structured, lacks "technical touch" and "strictness"; it can be a downside for the "expert" readers. A level of details is lower, some inline links to other sections are missing (publication, PRK, sharing, configuration) - they can be found at the bottom, but again, it requires extra moves from the reader.

I cannot say I found any literally "errors" - no, everything is pretty accurate. But I have doubts in how a first-time reader without any DIAL background would be able to understand it. Authorization is pretty sensitive topic and deserves details.
But this is subjective, I won't argue if this format is adopted.
Also a couple of smaller notes are inline.

atp-epam and others added 3 commits August 10, 2026 14:33
- mcp-server-integration: MCP OAuth config key 'audience' -> 'aud'
- deployments/images: dialog title 'Save new version' -> 'Save as new version'
- chat-user-guide/files: 'My files' -> 'My Files'
- chat-user-guide/marketplace-and-apps: filter label 'Source' -> 'Sources'
- understand-dial/dial-evolution: link the public roadmap (dialx.ai/roadmap)
- sdk-reference/dial-app: heartbeat applies to SSE streaming responses only

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
atp-epam and others added 2 commits August 10, 2026 16:30
Per PR #555 review (andrii-novikov: 'propose to remove QuickApps 1.0';
they are no longer fully supported) and the team decision to make the
section Quick App 2.0-only:

- Delete the 2.quick-app-original/ subtree (create-and-configure,
  reference, migrate-to-2).
- Remove the 'Quick App (original)' category from sidebars-v2.js.
- Rewrite 0.index.md as Quick App 2.0-only: drop the two-type tip, the
  2.0-vs-original comparison, the legacy properties section, and the
  original next-steps block; correct the tools/properties tables and the
  minimal config (deployment_id, conversation_starters, RAG-as-tool).
- coverage-status.md: drop the Quick App (original) section; refresh
  RAG/conversation_mode wording.
- Repoint inbound links in operating-dial/troubleshooting.md and
  cloud-deployment/7.quick-apps-installation.md to the 2.0 docs.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
…[PR #555]

Fixes factual errors flagged by andrii-novikov in PR #555, verified
against epam/ai-dial-quickapps-backend@development (generated-app-schema.json,
application-schema.md, docker_compose_files/.../applications.json) and
epam/ai-dial-core@development (docs/open_api_core.yaml).

Schema/field corrections across create-via-*, tutorials, examples, and
the tool-sets reference:
- orchestrator deployment: 'name' -> 'deployment_id' ('name' is a
  deprecated legacy alias in the schema).
- top-level 'starters' string array -> structured 'conversation_starters'
  ({intro_text?, starters:[{title,text}]}); plain 'starters' is deprecated.
- config.json envelope: 'applicationTypeSchemaId' moved to top level
  (was wrongly nested under 'reference').
- registration blocks: add 'dial:applicationTypeSchemaEndpoint'
  (/v1/configuration-support/application-schema) + the assistant-attachments
  flag; note the schema-endpoint approach is recommended (Core >= 0.41.0).
- tool input parameter 'text' -> 'query' (matches the dial_rag tool convention).
- max_iterations: documented default is 15; moved out of deployment.parameters
  where misplaced; fixed 'N iterations = N tool calls' wording (one
  orchestrator operation may issue several tool calls).
- content_propagation.propagate_history -> conversation_mode.resumable
  (propagate_history is deprecated).
- RAG reframed as the predefined 'dial_rag' tool (params query +
  attachment_urls), not a built-in feature; 'contexts' documented as
  separate document grounding.
- dial-deployment-simple no longer described as passing full conversation
  context by default.

Reviewer-requested open items (applied as requested; flagged here):
- create-via-api.md: replaced the incorrect 'POST /v1/applications/{appId}'
  with the real API from ai-dial-core OpenAPI: get bucket via GET /v1/bucket,
  then PUT/GET/DELETE /v1/applications/{bucket}/{application_path}
  (saveCustomApplication/getCustomApplication/deleteCustomApplication),
  list via GET /openai/applications. Requested by andrii-novikov ('could not
  find the endpoint; others outdated too').
- Removed '{{variable}}' system-prompt substitution CLAIMS from
  1.create-via-ui.md and 9.tool-sets/4.reference.md at andrii-novikov's
  request. NB: the shipped QuickApps schema still exposes a
  'system_prompt.variables' field, so this claim removal deviates from the
  source schema and should be re-confirmed with the QuickApps team.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
]

Follow-up to the QA 2.0 correctness pass, addressing two remaining
andrii-novikov comments verified against ai-dial-core@development OpenAPI
and the quickapps schema:

- 6.tutorial-agent-loop-api.md ('core routes are incorrect'): add the
  GET /v1/bucket lookup and switch create/retrieve/update to the real
  bucket-scoped routes (PUT/GET /v1/applications/{bucket}/{application_path}),
  replacing the invalid POST /v1/applications/{appId}.
- 4.working-with-tools-and-agents.md ('there is no default value'): drop
  the 'Default.' label from the streamable_http MCP protocol row (the
  schema defines no default protocol).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Strike through completed A4 items and record commits 1d62515 /
497aa10 / 049e445, with remaining open items (glossary reconcile,
screenshots, example execution, B8.4 install rebuild) noted.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@atp-epam
atp-epam deployed to development August 10, 2026 14:38 — with GitHub Actions Active
atp-epam and others added 2 commits August 10, 2026 17:18
]

Part of standardizing 'Tool Set' -> 'Toolset/Toolsets' (VolhaBazhkova, PR #555).
Renamed the NEW-instance routes and wired redirects:
- git mv 6.chat-user-guide/4.tool-sets.md -> 4.toolsets.md
- git mv .../quick-app-2/9.tool-sets/ -> 9.toolsets/ (6 pages)
- sidebars-v2.js: updated the 7 tool-sets route ids + the Toolset labels
- docusaurus.config.js: add @docusaurus/plugin-client-redirects mapping the
  old /.../tool-sets URLs to the new /.../toolsets URLs (NEW instance)
- package.json/lock: add @docusaurus/plugin-client-redirects (^3.x)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
…outes/redirects [PR #555]

Canonical term (user decision per VolhaBazhkova, PR #555): one word
Toolset/Toolsets, matching DIAL Chat and DIAL Admin. (Route files were
renamed in the previous commit db36dec.)

- Case-mapped prose/heading/label sweep across all docs_v2 + docs-planning/glossary.md:
  'Tool Set(s)'/'Tool set' -> Toolset(s); 'tool set(s)' -> toolset(s); hyphen
  slugs/anchors tool-set(s) -> toolset(s) (headings + inbound #anchors).
  Glossary '### Tool Set' -> '### Toolset' (+ cross-references).
- sidebars-v2.js: 7 'tool-sets' route ids -> 'toolsets'; Toolset labels.
- docusaurus.config.js + package.json/lock: @docusaurus/plugin-client-redirects
  mapping old /.../tool-sets URLs to /.../toolsets (NEW instance).
- CLAUDE.md: prose updated + new Key-conventions bullet making Toolset/Toolsets
  the canonical term.
- Untouched: code identifiers (tool_sets, client_toolset, web_api_toolset,
  mcp_toolset, config keys) and the verbatim upstream schema snapshot
  7.reference/changelog/quickapp2-schema.json.
Build green (onBrokenLinks/onBrokenAnchors both throw).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
…555]

Strike through completed A3 items and the B6 Toolset-terminology pointer;
record commits db36dec (route renames) and 43ac88e (sweep + config); note
the deferred B6.5 bundled fixes and B6 sub-points.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
atp-epam and others added 2 commits August 10, 2026 17:50
…[PR #555]

DIAL's Helm charts replaced the bundled Bitnami Redis subchart with Valkey
(verified: epam/ai-dial-helm@main, dial-core 6.0.0 depends on the valkey
subchart; values key redis: -> valkey:). Addresses kamiakou-epam's ~20
'to be reviewed re Redis->Valkey' comments and alexey-ban's 'no longer
Bitnami Redis' (PR #555).

- cloud-deployment 0.index/1-4: in-cluster bundled store 'Redis' -> Valkey
  (stack lists, diagrams, narrative); managed-cache examples note a
  Redis-compatible service.
- production-readiness/1.high-availability: 'Bitnami redis-cluster subchart'
  -> Valkey subchart; chart value core.redis.enabled -> core.valkey.enabled;
  Step 4 heading generalized.
- production-readiness 0.index/3/4/5: cache component -> Valkey.

Kept unchanged (Valkey is Redis-protocol-compatible): DIAL Core connection
config aidial.redis.* and redis:// URIs, managed-service names (ElastiCache,
Azure Cache for Redis, Memorystore), and the local docker-compose Redis image.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
… [PR #555]

Conceptual/architecture pages now name the bundled in-memory store Valkey
(Redis-compatible), per the Helm chart change (dial-core 6.0.0 valkey subchart).

- dial-stack: component row -> 'Valkey (Redis-compatible)' + note that any
  Redis-compatible managed service can be used instead (YuriyIvon, dial-stack:33).
- architecture-highlights, glossary, what-is-dial: 'Redis' cache -> Valkey.

Left as-is: developer-quick-start (describes the local docker-compose stack,
which still ships the Redis image) and settings.json/3.redis.md (Core's
Redis-protocol connection config). NB: the persistant-layer.svg diagram still
labels the cache 'Redis' and should be regenerated separately.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
]

Strike through A1 (+ B2.5, and the Valkey clauses of B8.2/B8.5) with a done
banner and commits da868bc / 931a26c; note kept protocol/local/managed refs,
the deferred persistant-layer.svg diagram, and the still-open non-Valkey B8 items.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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