Merge pull request 'feat(ui): add browser UI at /ui' (#45) from feat/ui into main

Minimal Jinja2 + HTMX + Pico CSS UI (all CDN, no build step) that lets
a user drop a PDF, pick a registered use case or define one inline,
tweak OCR/GenAI/provenance options, submit, and watch the pretty-JSON
result come back via 2s HTMX polling. Uploads land in
{tmp_dir}/ui/<uuid>.pdf via aiofiles streaming with the existing
IX_FILE_MAX_BYTES cap.

All submissions go through the same jobs_repo.insert_pending entry
point the REST adapter uses — no duplicated logic. The REST surface is
unchanged.

Tests: tests/integration/test_ui_routes.py — 8 cases covering GET /ui,
registered + custom use-case submissions (asserting the stored request
carries use_case_inline for the custom path), malformed fields_json
rejection, and the fragment renderer for pending vs. done.

New deps pinned explicitly in pyproject.toml:
jinja2, aiofiles, python-multipart (arrive transitively via FastAPI but
we own the import surface now).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

.env.example

@@ -4,11 +4,11 @@
 # the Postgres password.
 
 # --- Job store -----------------------------------------------------------
-IX_POSTGRES_URL=postgresql+asyncpg://infoxtractor:<password>@host.docker.internal:5431/infoxtractor
+IX_POSTGRES_URL=postgresql+asyncpg://infoxtractor:<password>@127.0.0.1:5431/infoxtractor
 
 # --- LLM backend ---------------------------------------------------------
-IX_OLLAMA_URL=http://host.docker.internal:11434
-IX_DEFAULT_MODEL=gpt-oss:20b
+IX_OLLAMA_URL=http://127.0.0.1:11434
+IX_DEFAULT_MODEL=qwen3:14b
 
 # --- OCR -----------------------------------------------------------------
 IX_OCR_ENGINE=surya

.gitignore

@@ -15,6 +15,7 @@ dist/
 build/
 *.log
 /tmp/
+.claude/
 # uv
 # uv.lock is committed intentionally for reproducible builds.
 

AGENTS.md

@@ -4,7 +4,9 @@ Async, on-prem, LLM-powered structured information extraction microservice. Give
 
 Designed to be used by other on-prem services (e.g. mammon) as a reliable fallback / second opinion for format-specific deterministic parsers.
 
-Status: design phase. Full reference spec at `docs/spec-core-pipeline.md`. MVP spec will live at `docs/superpowers/specs/`.
+Status: MVP deployed (2026-04-18) at `http://192.168.68.42:8994` — LAN only. Browser UI at `http://192.168.68.42:8994/ui`. Full reference spec at `docs/spec-core-pipeline.md`; MVP spec at `docs/superpowers/specs/2026-04-18-ix-mvp-design.md`; deploy runbook at `docs/deployment.md`.
+
+Use cases: the built-in registry lives in `src/ix/use_cases/__init__.py` (`bank_statement_header` for MVP). Callers without a registered entry can ship an ad-hoc schema inline via `RequestIX.use_case_inline` (see README "Ad-hoc use cases"); the pipeline builds the Pydantic classes on the fly per request. The `/ui` page exposes this as a "custom" option so non-engineering users can experiment without a deploy.
 
 ## Guiding Principles
 
@@ -25,7 +27,7 @@ Status: design phase. Full reference spec at `docs/spec-core-pipeline.md`. MVP s
 - **Language**: Python 3.12, asyncio
 - **Web/REST**: FastAPI + uvicorn
 - **OCR (pluggable)**: Surya OCR first (GPU, shares RTX 3090 with Ollama / Immich ML)
-- **LLM**: Ollama at `192.168.68.42:11434`, structured outputs via JSON schema. Initial model candidate: `qwen2.5:32b` / `gpt-oss:20b`, configurable per use case
+- **LLM**: Ollama at `192.168.68.42:11434`, structured outputs via JSON schema. Initial model candidate: `qwen2.5:32b` / `qwen3:14b`, configurable per use case
 - **State**: Postgres on the shared `postgis` container (:5431), new `infoxtractor` database
 - **Deployment**: Docker, `git push server main` → post-receive rebuild (pattern from other apps)
 

Dockerfile

@@ -0,0 +1,69 @@
+# InfoXtractor container image.
+#
+# Base image ships CUDA 12.4 runtime libraries so the Surya OCR client can
+# use the RTX 3090 on the deploy host. Ubuntu 22.04 is the LTS used across
+# the home-server stack (immich-ml, monitoring) so GPU drivers line up.
+FROM nvidia/cuda:12.4.0-runtime-ubuntu22.04
+
+ENV DEBIAN_FRONTEND=noninteractive \
+    PYTHONUNBUFFERED=1 \
+    PYTHONDONTWRITEBYTECODE=1 \
+    PIP_NO_CACHE_DIR=1 \
+    PIP_DISABLE_PIP_VERSION_CHECK=1
+
+# --- System deps --------------------------------------------------------
+#   - python3.12 via deadsnakes PPA (pinned; Ubuntu 22.04 ships 3.10 only)
+#   - libmagic1  : python-magic backend for MIME sniffing
+#   - libgl1     : libGL.so needed by Pillow/OpenCV wheels used by Surya
+#   - libglib2.0 : shared by Pillow/PyMuPDF headless rendering
+#   - curl       : post-receive hook's /healthz probe & general ops
+#   - ca-certs   : httpx TLS verification
+RUN apt-get update \
+ && apt-get install -y --no-install-recommends \
+        software-properties-common \
+        ca-certificates \
+        curl \
+        gnupg \
+ && add-apt-repository -y ppa:deadsnakes/ppa \
+ && apt-get update \
+ && apt-get install -y --no-install-recommends \
+        python3.12 \
+        python3.12-venv \
+        python3.12-dev \
+        libmagic1 \
+        libgl1 \
+        libglib2.0-0 \
+ && ln -sf /usr/bin/python3.12 /usr/local/bin/python \
+ && ln -sf /usr/bin/python3.12 /usr/local/bin/python3 \
+ && apt-get clean \
+ && rm -rf /var/lib/apt/lists/*
+
+# --- uv (dependency resolver used by the project) -----------------------
+# Install via the standalone installer; avoids needing a working system pip
+# (python3.12 on Ubuntu 22.04 has no `distutils`, which breaks Ubuntu pip).
+RUN curl -LsSf https://astral.sh/uv/install.sh | sh \
+ && ln -sf /root/.local/bin/uv /usr/local/bin/uv
+
+WORKDIR /app
+
+# Copy dependency manifests + README early so the heavy `uv sync` layer
+# caches whenever only application code changes. README.md is required
+# because pyproject.toml names it as the package's readme — hatchling
+# validates it exists when resolving the editable install.
+COPY pyproject.toml uv.lock .python-version README.md ./
+
+# Prod + OCR extras, no dev tooling. --frozen means "must match uv.lock";
+# CI catches drift before it reaches the image.
+RUN uv sync --frozen --no-dev --extra ocr
+
+# --- Application code ---------------------------------------------------
+COPY src src
+COPY alembic alembic
+COPY alembic.ini ./
+
+EXPOSE 8994
+
+# Migrations are idempotent (alembic upgrade head is a no-op on a current
+# DB) so running them on every start keeps the image + DB aligned without
+# an extra orchestration step.
+CMD ["sh", "-c", "uv run alembic upgrade head && uv run uvicorn ix.app:create_app --factory --host 0.0.0.0 --port 8994"]

README.md

@@ -4,10 +4,16 @@ Async, on-prem, LLM-powered structured information extraction microservice.
 
 Given a document (PDF, image, text) and a named *use case*, ix returns a structured JSON result whose shape matches the use-case schema — together with per-field provenance (OCR segment IDs, bounding boxes, cross-OCR agreement flags) that let the caller decide how much to trust each extracted value.
 
-**Status:** design phase. Implementation about to start.
+**Status:** MVP deployed. Live on the home LAN at `http://192.168.68.42:8994` (REST API + browser UI at `/ui`).
+
+## Web UI
+
+A minimal browser UI lives at [`http://192.168.68.42:8994/ui`](http://192.168.68.42:8994/ui): drop a PDF, pick a registered use case or define one inline, submit, see the pretty-printed result. HTMX polls the job status every 2 s until the pipeline finishes. LAN-only, no auth.
 
 - Full reference spec: [`docs/spec-core-pipeline.md`](docs/spec-core-pipeline.md) (aspirational; MVP is a strict subset)
 - **MVP design:** [`docs/superpowers/specs/2026-04-18-ix-mvp-design.md`](docs/superpowers/specs/2026-04-18-ix-mvp-design.md)
+- **Implementation plan:** [`docs/superpowers/plans/2026-04-18-ix-mvp-implementation.md`](docs/superpowers/plans/2026-04-18-ix-mvp-implementation.md)
+- **Deployment runbook:** [`docs/deployment.md`](docs/deployment.md)
 - Agent / development notes: [`AGENTS.md`](AGENTS.md)
 
 ## Principles
@@ -15,3 +21,66 @@ Given a document (PDF, image, text) and a named *use case*, ix returns a structu
 - **On-prem always.** LLM = Ollama, OCR = local engines (Surya first). No OpenAI / Anthropic / Azure / AWS / cloud.
 - **Grounded extraction, not DB truth.** ix returns best-effort fields + provenance; the caller decides what to trust.
 - **Transport-agnostic pipeline core.** REST + Postgres-queue adapters in parallel on one job store.
+
+## Submitting a job
+
+```bash
+curl -X POST http://192.168.68.42:8994/jobs \
+  -H "Content-Type: application/json" \
+  -d '{
+    "use_case": "bank_statement_header",
+    "ix_client_id": "mammon",
+    "request_id": "some-correlation-id",
+    "context": {
+      "files": [{
+        "url": "http://paperless.local/api/documents/42/download/",
+        "headers": {"Authorization": "Token …"}
+      }],
+      "texts": ["<Paperless Tesseract OCR content>"]
+    }
+  }'
+# → {"job_id":"…","ix_id":"…","status":"pending"}
+```
+
+Poll `GET /jobs/{job_id}` until `status` is `done` or `error`. Optionally pass `callback_url` to receive a webhook on completion (one-shot, no retry; polling stays authoritative).
+
+### Ad-hoc use cases
+
+For one-offs where a registered use case doesn't exist yet, ship the schema inline:
+
+```jsonc
+{
+  "use_case": "adhoc-invoice",        // free-form label (logs/metrics only)
+  "use_case_inline": {
+    "use_case_name": "Invoice totals",
+    "system_prompt": "Extract vendor and total amount.",
+    "fields": [
+      {"name": "vendor", "type": "str", "required": true},
+      {"name": "total",  "type": "decimal"},
+      {"name": "currency", "type": "str", "choices": ["USD", "EUR", "CHF"]}
+    ]
+  },
+  // ...ix_client_id, request_id, context...
+}
+```
+
+When `use_case_inline` is set, the pipeline builds the response schema on the fly and skips the registry. Supported types: `str`, `int`, `float`, `decimal`, `date`, `datetime`, `bool`. `choices` is only allowed on `str` fields. Precedence: inline wins over `use_case` when both are present.
+
+Full REST surface + provenance response shape documented in the MVP design spec.
+
+## Running locally
+
+```bash
+uv sync --extra dev
+uv run pytest tests/unit -v                    # hermetic unit + integration suite
+IX_TEST_OLLAMA=1 uv run pytest tests/live -v    # needs LAN access to Ollama + GPU
+```
+
+## Deploying
+
+```bash
+git push server main      # rebuilds Docker image, restarts container, /healthz deploy gate
+python scripts/e2e_smoke.py   # E2E acceptance against the live service
+```
+
+See [`docs/deployment.md`](docs/deployment.md) for full runbook + rollback.

docker-compose.yml

@@ -0,0 +1,42 @@
+# InfoXtractor Docker Compose stack.
+#
+# Single service. Uses host networking so the container can reach:
+#   - Ollama at 127.0.0.1:11434
+#   - postgis at 127.0.0.1:5431 (bound to loopback only; security hardening)
+# Both services are LAN-hardened on the host and never exposed publicly,
+# so host-network access stays on-prem. This matches the `goldstein`
+# container pattern on the same server.
+#
+# The GPU reservation block matches immich-ml / the shape Docker Compose
+# expects for GPU allocation on this host.
+
+name: infoxtractor
+
+services:
+  infoxtractor:
+    build: .
+    container_name: infoxtractor
+    network_mode: host
+    restart: always
+    env_file: .env
+    deploy:
+      resources:
+        reservations:
+          devices:
+            - driver: nvidia
+              count: 1
+              capabilities: [gpu]
+    volumes:
+      # Persist Surya (datalab) + HuggingFace model caches so rebuilds don't
+      # re-download ~1.5 GB of weights every time.
+      - ix_surya_cache:/root/.cache/datalab
+      - ix_hf_cache:/root/.cache/huggingface
+    labels:
+      infrastructure.web_url: "http://192.168.68.42:8994"
+      backup.enable: "true"
+      backup.type: "postgres"
+      backup.name: "infoxtractor"
+
+volumes:
+  ix_surya_cache:
+  ix_hf_cache:

docs/deployment.md

@@ -0,0 +1,153 @@
+# Deployment
+
+On-prem deploy to `192.168.68.42`. Push-to-deploy via a bare git repo + `post-receive` hook that rebuilds the Docker Compose stack. Pattern mirrors mammon and unified_messaging.
+
+## Topology
+
+```
+Mac (dev)
+  │  git push server main
+  ▼
+192.168.68.42:/home/server/Public/infoxtractor/repos.git   (bare)
+  │  post-receive → GIT_WORK_TREE=/…/app git checkout -f main
+  │                 docker compose up -d --build
+  │                 curl /healthz (60 s gate)
+  ▼
+Docker container `infoxtractor` (port 8994)
+  ├─ 127.0.0.1:11434  →  Ollama (qwen3:14b; host-network mode)
+  └─ 127.0.0.1:5431   →  postgis (database `infoxtractor`; host-network mode)
+```
+
+## One-time server setup
+
+Run **once** from the Mac. Idempotent.
+
+```bash
+export IX_POSTGRES_PASSWORD=<generate-a-strong-one>
+./scripts/setup_server.sh
+```
+
+The script:
+1. Creates `/home/server/Public/infoxtractor/repos.git` (bare) + `/home/server/Public/infoxtractor/app/` (worktree).
+2. Installs the `post-receive` hook (see `scripts/setup_server.sh` for the template).
+3. Creates the `infoxtractor` Postgres role + database on the shared `postgis` container.
+4. Writes `/home/server/Public/infoxtractor/app/.env` (mode 0600) from `.env.example` with the password substituted in.
+5. Verifies `qwen3:14b` is pulled in Ollama.
+6. Prints a hint to open UFW for port 8994 on the LAN subnet if it's missing.
+
+After the script finishes, add the deploy remote to the local repo:
+
+```bash
+git remote add server ssh://server@192.168.68.42/home/server/Public/infoxtractor/repos.git
+```
+
+## Normal deploy workflow
+
+```bash
+# after merging a feat branch into main
+git push server main
+
+# tail the server's deploy log
+ssh server@192.168.68.42 "tail -f /tmp/infoxtractor-deploy.log"
+
+# healthz gate (the post-receive hook also waits up to 60 s for this)
+curl http://192.168.68.42:8994/healthz
+
+# end-to-end smoke — this IS the real acceptance test
+python scripts/e2e_smoke.py
+```
+
+If the post-receive hook exits non-zero (healthz never reaches 200), the deploy is considered failed. The previous container keeps running (the hook swaps via `docker compose up -d --build`, which first builds the new image and only swaps if the build succeeds; if the new container fails `/healthz`, it's still up but broken). Investigate with `docker compose logs --tail 200` in `${APP_DIR}` and either fix forward or revert (see below).
+
+## Rollback
+
+Never force-push `main`. Rollbacks happen as **forward commits** via `git revert`:
+
+```bash
+git revert HEAD     # creates a revert commit for the last change
+git push forgejo main
+git push server main
+```
+
+## First deploy
+
+- **Date:** 2026-04-18
+- **Commit:** `fix/ollama-extract-json` (#36, the last of several Docker/ops follow-ups after PR #27 shipped the initial Dockerfile)
+- **`/healthz`:** all three probes (`postgres`, `ollama`, `ocr`) green. First-pass took ~7 min for the fresh container because Surya's recognition (1.34 GB) + detection (73 MB) models download from HuggingFace on first run; subsequent rebuilds reuse the named volumes declared in `docker-compose.yml` and come up in <30 s.
+- **E2E extraction:** `bank_statement_header` against `tests/fixtures/synthetic_giro.pdf` with Paperless-style texts:
+  - Pipeline completes in **35 s**.
+  - Extracted: `bank_name=DKB`, `account_iban=DE89370400440532013000`, `currency=EUR`, `opening_balance=1234.56`, `closing_balance=1450.22`, `statement_date=2026-03-31`, `statement_period_end=2026-03-31`, `statement_period_start=2026-03-01`, `account_type=null`.
+  - Provenance: 8 / 9 leaf fields have sources; 7 / 8 `provenance_verified` and `text_agreement` are True. `statement_period_start` shows up in the OCR but normalisation fails (dateutil picks a different interpretation of the cited day); to be chased in a follow-up.
+
+### Docker-ops follow-ups that landed during the first deploy
+
+All small, each merged as its own PR. In commit order after the scaffold (#27):
+
+- **#31** `fix(docker): uv via standalone installer` — Python 3.12 on Ubuntu 22.04 drops `distutils`; Ubuntu's pip needed it. Switched to the `uv` standalone installer, which has no pip dependency.
+- **#32** `fix(docker): include README.md in the uv sync COPY` — `hatchling` validates the readme file exists when resolving the editable project install.
+- **#33** `fix(compose): drop runtime: nvidia` — the deploy host's Docker daemon doesn't register a named `nvidia` runtime; `deploy.resources.devices` is sufficient and matches immich-ml.
+- **#34** `fix(deploy): network_mode: host` — `postgis` is bound to `127.0.0.1` on the host (security hardening T12). `host.docker.internal` points at the bridge gateway, not loopback, so the container couldn't reach postgis. Goldstein uses the same pattern.
+- **#35** `fix(deps): pin surya-ocr ^0.17` — earlier cu124 torch pin had forced surya to 0.14.1, which breaks our `surya.foundation` import and needs a transformers version that lacks `QuantizedCacheConfig`.
+- **#36** `fix(genai): drop Ollama format flag; extract trailing JSON` — Ollama 0.11.8 segfaults on Pydantic JSON Schemas (`$ref`, `anyOf`, `pattern`), and `format="json"` terminates reasoning models (qwen3) at `{}` because their `<think>…</think>` chain-of-thought isn't valid JSON. Omit the flag, inject the schema into the system prompt, extract the outermost `{…}` balanced block from the response.
+- **volumes** — named `ix_surya_cache` + `ix_hf_cache` mount `/root/.cache/datalab` + `/root/.cache/huggingface` so rebuilds don't re-download ~1.5 GB of model weights.
+
+Production notes:
+
+- `IX_DEFAULT_MODEL=qwen3:14b` (already pulled on the host). Spec listed `gpt-oss:20b` as a concrete example; swapped to keep the deploy on-prem without an extra `ollama pull`.
+- Torch 2.11 default cu13 wheels fall back to CPU against the host's CUDA 12.4 driver — Surya runs on CPU. Expected inference times: seconds per page. Upgrading the NVIDIA driver (or pinning a cu12-compatible torch wheel newer than 2.7) will unlock GPU with no code changes.
+
+## E2E smoke test (`scripts/e2e_smoke.py`)
+
+What it does (from the Mac):
+
+1. Checks `/healthz`.
+2. Starts a tiny HTTP server on the Mac's LAN IP serving `tests/fixtures/synthetic_giro.pdf`.
+3. Submits a `POST /jobs` with `use_case=bank_statement_header`, the fixture URL in `context.files`, and a Paperless-style OCR text in `context.texts` (to exercise the `text_agreement` cross-check).
+4. Polls `GET /jobs/{id}` every 2 s until terminal or 120 s timeout.
+5. Asserts: `status=="done"`, `bank_name` non-empty, `provenance.fields["result.closing_balance"].provenance_verified=True`, `text_agreement=True`, total elapsed `< 60s`.
+
+Non-zero exit means the deploy is not healthy. Roll back via `git revert HEAD`.
+
+## Operational checklists
+
+### After `ollama pull` on the host
+
+The `IX_DEFAULT_MODEL` env var on the server's `.env` must match something in `ollama list`. Changing the default means:
+
+1. Edit `/home/server/Public/infoxtractor/app/.env` → `IX_DEFAULT_MODEL=<new>`.
+2. `docker compose --project-directory /home/server/Public/infoxtractor/app restart`.
+3. `curl http://192.168.68.42:8994/healthz` → confirm `ollama: ok`.
+
+### If `/healthz` shows `ollama: degraded`
+
+`qwen3:14b` (or the configured default) is not pulled. On the host:
+```bash
+ssh server@192.168.68.42 "docker exec ollama ollama pull qwen3:14b"
+```
+
+### If `/healthz` shows `ocr: fail`
+
+Surya couldn't initialize (model missing, CUDA unavailable, OOM). First run can be slow — models download on first call. Check container logs:
+```bash
+ssh server@192.168.68.42 "docker logs infoxtractor --tail 200"
+```
+
+### If the container fails to start
+
+```bash
+ssh server@192.168.68.42 "tail -100 /tmp/infoxtractor-deploy.log"
+ssh server@192.168.68.42 "docker compose -f /home/server/Public/infoxtractor/app/docker-compose.yml logs --tail 200"
+```
+
+## Monitoring
+
+- Monitoring dashboard auto-discovers via the `infrastructure.web_url` label on the container: `http://192.168.68.42:8001` → "infoxtractor" card.
+- Backup opt-in via `backup.enable=true` + `backup.type=postgres` + `backup.name=infoxtractor` labels. The daily backup script picks up the `infoxtractor` Postgres database automatically.
+
+## Ports
+
+| Port | Direction | Source | Service |
+|------|-----------|--------|---------|
+| 8994/tcp | ALLOW | 192.168.68.0/24 | ix REST + healthz (LAN only; not publicly exposed) |
+
+No VPS Caddy entry; no `infrastructure.docs_url` label — this is an internal service.

docs/superpowers/specs/2026-04-18-ix-mvp-design.md

@@ -108,6 +108,25 @@ class ProvenanceOptions(BaseModel):
 
 **Dropped from spec (no-ops under MVP):** `OCROptions.computer_vision_scaling_factor`, `include_page_tags` (always on), `GenAIOptions.use_vision`/`vision_scaling_factor`/`vision_detail`/`reasoning_effort`, `ProvenanceOptions.granularity`/`include_bounding_boxes`/`source_type`/`min_confidence`, `RequestIX.version`.
 
+**Ad-hoc use cases (post-MVP add-on).** `RequestIX` carries an optional `use_case_inline: InlineUseCase | None = None`. When set, the pipeline builds the `(Request, Response)` Pydantic class pair on the fly from that inline definition and **skips the registry lookup entirely** — the `use_case` field becomes a free-form label (still required for metrics / logging). Inline definitions look like:
+
+```python
+class UseCaseFieldDef(BaseModel):
+    name: str                               # valid Python identifier
+    type: Literal["str", "int", "float", "decimal", "date", "datetime", "bool"]
+    required: bool = False
+    description: str | None = None
+    choices: list[str] | None = None        # str-typed fields only; builds Literal[*choices]
+
+class InlineUseCase(BaseModel):
+    use_case_name: str
+    system_prompt: str
+    default_model: str | None = None
+    fields: list[UseCaseFieldDef]
+```
+
+Precedence: `use_case_inline` wins when both are set. Structural errors (dup field name, invalid identifier, `choices` on a non-str type, empty fields list) raise `IX_001_001` (same code as registry miss). The builder lives in `ix.use_cases.inline.build_use_case_classes` and returns fresh classes per call — the pipeline never caches them.
+
 ### ResponseIX
 
 Identical to spec §2.2 except `FieldProvenance` gains two fields:

pyproject.toml

@@ -1,6 +1,8 @@
 [project]
 name = "infoxtractor"
 version = "0.1.0"
+# Released 2026-04-18 with the first live deploy of the MVP. See
+# docs/deployment.md §"First deploy" for the commit + /healthz times.
 description = "Async on-prem LLM-powered structured information extraction microservice"
 readme = "README.md"
 requires-python = ">=3.12"
@@ -27,14 +29,24 @@ dependencies = [
     "pillow>=10.2,<11.0",
     "python-magic>=0.4.27",
     "python-dateutil>=2.9",
+
+    # UI (HTMX + Jinja2 templates served from /ui). Both arrive as transitive
+    # deps via FastAPI/Starlette already, but we pin explicitly so the import
+    # surface is owned by us. python-multipart backs FastAPI's `Form()` /
+    # `UploadFile` parsing — required by `/ui/jobs` submissions.
+    "jinja2>=3.1",
+    "aiofiles>=24.1",
+    "python-multipart>=0.0.12",
 ]
 
 [project.optional-dependencies]
 ocr = [
-    # Real OCR engine — pulls torch + CUDA wheels. Kept optional so CI
-    # (no GPU) can install the base package without the model deps.
-    "surya-ocr>=0.9",
-    "torch>=2.4",
+    # Real OCR engine. Kept optional so CI (no GPU) can install the base
+    # package without the model deps.
+    # surya >= 0.17 is required: the client code uses the
+    # `surya.foundation` module, which older releases don't expose.
+    "surya-ocr>=0.17,<0.18",
+    "torch>=2.7",
 ]
 dev = [
     "pytest>=8.3",
@@ -44,6 +56,11 @@ dev = [
     "mypy>=1.13",
 ]
 
+# Note: the default pypi torch ships cu13 wheels, which emit a
+# UserWarning and fall back to CPU against the deploy host's CUDA 12.4
+# driver. Surya then runs on CPU — slower but correct for MVP. A future
+# driver upgrade unlocks GPU Surya with no code changes.
+
 [build-system]
 requires = ["hatchling"]
 build-backend = "hatchling.build"

scripts/e2e_smoke.py

@@ -0,0 +1,210 @@
+"""End-to-end smoke test against the deployed infoxtractor service.
+
+Uploads a synthetic bank-statement fixture, polls for completion, and asserts
+the provenance flags per spec §12 E2E. Intended to run from the Mac after
+every `git push server main` as the deploy gate.
+
+Prerequisites:
+  - The service is running and reachable at --base-url (default
+    http://192.168.68.42:8994).
+  - The fixture `tests/fixtures/synthetic_giro.pdf` is present.
+  - The Mac and the server are on the same LAN (the server must be able to
+    reach the Mac to download the fixture).
+
+Exit codes:
+  0  all assertions passed within the timeout
+  1  at least one assertion failed
+  2  the job never reached a terminal state in time
+  3  the service was unreachable or returned an unexpected error
+
+Usage:
+  python scripts/e2e_smoke.py
+  python scripts/e2e_smoke.py --base-url http://localhost:8994
+"""
+
+from __future__ import annotations
+
+import argparse
+import http.server
+import json
+import socket
+import socketserver
+import sys
+import threading
+import time
+import urllib.error
+import urllib.request
+import uuid
+from pathlib import Path
+
+DEFAULT_BASE_URL = "http://192.168.68.42:8994"
+FIXTURE = Path(__file__).parent.parent / "tests" / "fixtures" / "synthetic_giro.pdf"
+TIMEOUT_SECONDS = 120
+POLL_INTERVAL_SECONDS = 2
+
+
+def find_lan_ip() -> str:
+    """Return the Mac's LAN IP that the server can reach."""
+    s = socket.socket(socket.AF_INET, socket.SOCK_DGRAM)
+    try:
+        # 192.168.68.42 is the server; getting the default route towards it
+        # yields the NIC with the matching subnet.
+        s.connect(("192.168.68.42", 80))
+        return s.getsockname()[0]
+    finally:
+        s.close()
+
+
+def serve_fixture_in_background(fixture: Path) -> tuple[str, threading.Event]:
+    """Serve the fixture on a temporary HTTP server; return the URL and a stop event."""
+    if not fixture.exists():
+        print(f"FIXTURE MISSING: {fixture}", file=sys.stderr)
+        sys.exit(3)
+
+    directory = fixture.parent
+    filename = fixture.name
+    lan_ip = find_lan_ip()
+
+    class Handler(http.server.SimpleHTTPRequestHandler):
+        def __init__(self, *args, **kwargs):
+            super().__init__(*args, directory=str(directory), **kwargs)
+
+        def log_message(self, format: str, *args) -> None:  # quiet
+            pass
+
+    # Pick any free port.
+    httpd = socketserver.TCPServer((lan_ip, 0), Handler)
+    port = httpd.server_address[1]
+    url = f"http://{lan_ip}:{port}/{filename}"
+    stop = threading.Event()
+
+    def _serve():
+        try:
+            while not stop.is_set():
+                httpd.handle_request()
+        finally:
+            httpd.server_close()
+
+    # Run in a thread. Use a loose timeout so handle_request returns when stop is set.
+    httpd.timeout = 0.5
+    t = threading.Thread(target=_serve, daemon=True)
+    t.start()
+    return url, stop
+
+
+def post_job(base_url: str, file_url: str, client_id: str, request_id: str) -> dict:
+    # Include a Paperless-style OCR of the fixture as context.texts so the
+    # text_agreement cross-check has something to compare against.
+    paperless_text = (
+        "DKB\n"
+        "DE89370400440532013000\n"
+        "Statement period: 01.03.2026 - 31.03.2026\n"
+        "Opening balance: 1234.56 EUR\n"
+        "Closing balance: 1450.22 EUR\n"
+        "31.03.2026\n"
+    )
+    payload = {
+        "use_case": "bank_statement_header",
+        "ix_client_id": client_id,
+        "request_id": request_id,
+        "context": {
+            "files": [file_url],
+            "texts": [paperless_text],
+        },
+    }
+    req = urllib.request.Request(
+        f"{base_url}/jobs",
+        data=json.dumps(payload).encode("utf-8"),
+        headers={"Content-Type": "application/json"},
+        method="POST",
+    )
+    with urllib.request.urlopen(req, timeout=10) as resp:
+        return json.loads(resp.read().decode("utf-8"))
+
+
+def get_job(base_url: str, job_id: str) -> dict:
+    req = urllib.request.Request(f"{base_url}/jobs/{job_id}")
+    with urllib.request.urlopen(req, timeout=10) as resp:
+        return json.loads(resp.read().decode("utf-8"))
+
+
+def main() -> int:
+    parser = argparse.ArgumentParser(description=__doc__)
+    parser.add_argument("--base-url", default=DEFAULT_BASE_URL)
+    parser.add_argument("--timeout", type=int, default=TIMEOUT_SECONDS)
+    args = parser.parse_args()
+
+    # Sanity-check the service is up.
+    try:
+        with urllib.request.urlopen(f"{args.base_url}/healthz", timeout=5) as resp:
+            health = json.loads(resp.read().decode("utf-8"))
+            print(f"healthz: {health}")
+    except urllib.error.URLError as e:
+        print(f"service unreachable: {e}", file=sys.stderr)
+        return 3
+
+    fixture_url, stop_server = serve_fixture_in_background(FIXTURE)
+    print(f"serving fixture at {fixture_url}")
+
+    try:
+        client_id = "e2e_smoke"
+        request_id = f"smoke-{uuid.uuid4().hex[:8]}"
+        submit = post_job(args.base_url, fixture_url, client_id, request_id)
+        job_id = submit["job_id"]
+        print(f"submitted job_id={job_id}")
+
+        started = time.monotonic()
+        last_status = None
+        job = None
+        while time.monotonic() - started < args.timeout:
+            job = get_job(args.base_url, job_id)
+            if job["status"] != last_status:
+                print(f"[{time.monotonic() - started:5.1f}s] status={job['status']}")
+                last_status = job["status"]
+            if job["status"] in ("done", "error"):
+                break
+            time.sleep(POLL_INTERVAL_SECONDS)
+        else:
+            print(f"FAIL: timed out after {args.timeout}s", file=sys.stderr)
+            return 2
+
+        assert job is not None
+        failed = []
+
+        if job["status"] != "done":
+            failed.append(f"status={job['status']!r} (want 'done')")
+
+        response = job.get("response") or {}
+        if response.get("error"):
+            failed.append(f"response.error={response['error']!r}")
+
+        result = (response.get("ix_result") or {}).get("result") or {}
+        bank = result.get("bank_name")
+        if not isinstance(bank, str) or not bank.strip():
+            failed.append(f"bank_name={bank!r} (want non-empty string)")
+
+        fields = (response.get("provenance") or {}).get("fields") or {}
+        closing = fields.get("result.closing_balance") or {}
+        if not closing.get("provenance_verified"):
+            failed.append(f"closing_balance.provenance_verified={closing.get('provenance_verified')!r}")
+        if closing.get("text_agreement") is not True:
+            failed.append(f"closing_balance.text_agreement={closing.get('text_agreement')!r} (Paperless-style text submitted)")
+
+        elapsed = time.monotonic() - started
+        if elapsed >= 60:
+            failed.append(f"elapsed={elapsed:.1f}s (≥ 60s; slow path)")
+
+        print(json.dumps(result, indent=2, default=str))
+
+        if failed:
+            print("\n".join(f"FAIL: {f}" for f in failed), file=sys.stderr)
+            return 1
+
+        print(f"\nPASS in {elapsed:.1f}s")
+        return 0
+    finally:
+        stop_server.set()
+
+
+if __name__ == "__main__":
+    sys.exit(main())

scripts/setup_server.sh

@@ -0,0 +1,127 @@
+#!/usr/bin/env bash
+# One-shot server setup for InfoXtractor. Idempotent: safe to re-run.
+#
+# Run from the Mac:
+#   IX_POSTGRES_PASSWORD=<pw> ./scripts/setup_server.sh
+#
+# What it does on 192.168.68.42:
+#   1. Creates the bare git repo `/home/server/Public/infoxtractor/repos.git` if missing.
+#   2. Writes the post-receive hook (or updates it) and makes it executable.
+#   3. Creates the Postgres role + database on the shared `postgis` container.
+#   4. Writes `/home/server/Public/infoxtractor/app/.env` (0600) from .env.example.
+#   5. Verifies `qwen3:14b` is pulled in Ollama.
+
+set -euo pipefail
+
+SERVER="${IX_SERVER:-server@192.168.68.42}"
+APP_BASE="/home/server/Public/infoxtractor"
+REPOS_GIT="${APP_BASE}/repos.git"
+APP_DIR="${APP_BASE}/app"
+DB_NAME="infoxtractor"
+DB_USER="infoxtractor"
+
+if [ -z "${IX_POSTGRES_PASSWORD:-}" ]; then
+  read -r -s -p "Postgres password for role '${DB_USER}': " IX_POSTGRES_PASSWORD
+  echo
+fi
+
+if [ -z "${IX_POSTGRES_PASSWORD}" ]; then
+  echo "IX_POSTGRES_PASSWORD is required." >&2
+  exit 1
+fi
+
+echo "==> 1/5  Ensuring bare repo + post-receive hook on ${SERVER}"
+ssh "${SERVER}" bash -s <<EOF
+set -euo pipefail
+mkdir -p "${REPOS_GIT}" "${APP_DIR}"
+if [ ! -f "${REPOS_GIT}/HEAD" ]; then
+  git init --bare "${REPOS_GIT}"
+fi
+
+cat >"${REPOS_GIT}/hooks/post-receive" <<'HOOK'
+#!/usr/bin/env bash
+set -eo pipefail
+
+APP_DIR="${APP_DIR}"
+LOG="/tmp/infoxtractor-deploy.log"
+
+echo "[\$(date -u '+%FT%TZ')] post-receive start" >> "\$LOG"
+
+mkdir -p "\$APP_DIR"
+GIT_WORK_TREE="\$APP_DIR" git --git-dir="${REPOS_GIT}" checkout -f main >> "\$LOG" 2>&1
+
+cd "\$APP_DIR"
+docker compose up -d --build >> "\$LOG" 2>&1
+
+# Deploy gate: /healthz must return 200 within 60 s.
+for i in \$(seq 1 30); do
+  if curl -fsS http://localhost:8994/healthz > /dev/null 2>&1; then
+    echo "[\$(date -u '+%FT%TZ')] healthz OK" >> "\$LOG"
+    exit 0
+  fi
+  sleep 2
+done
+
+echo "[\$(date -u '+%FT%TZ')] healthz never reached OK" >> "\$LOG"
+docker compose logs --tail 100 >> "\$LOG" 2>&1 || true
+exit 1
+HOOK
+
+chmod +x "${REPOS_GIT}/hooks/post-receive"
+EOF
+
+echo "==> 2/5  Verifying Ollama has qwen3:14b pulled"
+if ! ssh "${SERVER}" "docker exec ollama ollama list | awk '{print \$1}' | grep -qx 'qwen3:14b'"; then
+  echo "FAIL: qwen3:14b not found in Ollama. Run: ssh ${SERVER} 'docker exec ollama ollama pull qwen3:14b'" >&2
+  exit 1
+fi
+
+echo "==> 3/5  Creating Postgres role '${DB_USER}' and database '${DB_NAME}' on postgis container"
+# Idempotent via DO blocks; uses docker exec to avoid needing psql on the host.
+ssh "${SERVER}" bash -s <<EOF
+set -euo pipefail
+docker exec -i postgis psql -U postgres <<SQL
+DO \\\$\\\$
+BEGIN
+  IF NOT EXISTS (SELECT FROM pg_roles WHERE rolname = '${DB_USER}') THEN
+    CREATE ROLE ${DB_USER} LOGIN PASSWORD '${IX_POSTGRES_PASSWORD}';
+  ELSE
+    ALTER ROLE ${DB_USER} WITH PASSWORD '${IX_POSTGRES_PASSWORD}';
+  END IF;
+END
+\\\$\\\$;
+SQL
+
+if ! docker exec -i postgis psql -U postgres -tc "SELECT 1 FROM pg_database WHERE datname = '${DB_NAME}'" | grep -q 1; then
+  docker exec -i postgis createdb -U postgres -O ${DB_USER} ${DB_NAME}
+fi
+EOF
+
+echo "==> 4/5  Writing ${APP_DIR}/.env on the server"
+# Render .env from the repo's .env.example, substituting the password placeholder.
+LOCAL_ENV_CONTENT="$(
+  sed "s#<password>#${IX_POSTGRES_PASSWORD}#g" \
+      "$(dirname "$0")/../.env.example"
+)"
+# Append the IX_TEST_MODE=production for safety (fake mode stays off).
+# .env is written atomically and permissioned 0600.
+ssh "${SERVER}" "install -d -m 0755 '${APP_DIR}' && cat > '${APP_DIR}/.env' <<'ENVEOF'
+${LOCAL_ENV_CONTENT}
+ENVEOF
+chmod 0600 '${APP_DIR}/.env'"
+
+echo "==> 5/5  Checking UFW rule for port 8994 (LAN only)"
+ssh "${SERVER}" "sudo ufw status numbered | grep -F 8994" >/dev/null 2>&1 || {
+  echo "NOTE: UFW doesn't yet allow 8994. Run on the server:"
+  echo "  sudo ufw allow from 192.168.68.0/24 to any port 8994 proto tcp"
+}
+
+echo
+echo "Done."
+echo
+echo "Next steps (on the Mac):"
+echo "  git remote add server ssh://server@192.168.68.42${REPOS_GIT}"
+echo "  git push server main"
+echo "  ssh ${SERVER} 'tail -f /tmp/infoxtractor-deploy.log'"
+echo "  curl http://192.168.68.42:8994/healthz"
+echo "  python scripts/e2e_smoke.py"

src/ix/adapters/__init__.py

@@ -0,0 +1,6 @@
+"""Transport adapters — REST (always on) + pg_queue (optional).
+
+Adapters are thin: they marshal external events into :class:`RequestIX`
+payloads that land in ``ix_jobs`` as pending rows, and they read back from
+the same store. They do NOT run the pipeline themselves; the worker does.
+"""

src/ix/adapters/pg_queue/__init__.py

@@ -0,0 +1,15 @@
+"""Postgres queue adapter — ``LISTEN ix_jobs_new`` + 10 s fallback poll.
+
+This is a secondary transport: a direct-SQL writer can insert a row and
+``NOTIFY ix_jobs_new, '<job_id>'`` and the worker wakes up within the roundtrip
+time rather than the 10 s fallback poll. The REST adapter doesn't need the
+listener because the worker is already running in-process; this exists for
+external callers who bypass the REST API.
+"""
+
+from ix.adapters.pg_queue.listener import (
+    PgQueueListener,
+    asyncpg_dsn_from_sqlalchemy_url,
+)
+
+__all__ = ["PgQueueListener", "asyncpg_dsn_from_sqlalchemy_url"]

src/ix/adapters/pg_queue/listener.py

@@ -0,0 +1,111 @@
+"""Dedicated asyncpg connection that LISTENs to ``ix_jobs_new``.
+
+We hold the connection *outside* the SQLAlchemy pool because SQLAlchemy's
+asyncpg dialect doesn't expose the raw connection in a way that survives
+the pool's checkout/checkin dance, and LISTEN needs a connection that
+stays open for the full session to receive asynchronous notifications.
+
+The adapter contract the worker sees is a single coroutine-factory,
+``wait_for_work(poll_seconds)``, which completes either when a NOTIFY
+arrives or when ``poll_seconds`` elapse. The worker doesn't care which
+woke it — it just goes back to its claim query.
+"""
+
+from __future__ import annotations
+
+import asyncio
+from urllib.parse import unquote, urlparse
+
+import asyncpg
+
+
+def asyncpg_dsn_from_sqlalchemy_url(url: str) -> str:
+    """Strip the SQLAlchemy ``postgresql+asyncpg://`` prefix for raw asyncpg.
+
+    asyncpg's connect() expects the plain ``postgres://user:pass@host/db``
+    shape; the ``+driver`` segment SQLAlchemy adds confuses it. We also
+    percent-decode the password — asyncpg accepts the raw form but not the
+    pre-encoded ``%21`` passwords we sometimes use in dev.
+    """
+
+    parsed = urlparse(url)
+    scheme = parsed.scheme.split("+", 1)[0]
+    user = unquote(parsed.username) if parsed.username else ""
+    password = unquote(parsed.password) if parsed.password else ""
+    auth = ""
+    if user:
+        auth = f"{user}"
+        if password:
+            auth += f":{password}"
+        auth += "@"
+    netloc = parsed.hostname or ""
+    if parsed.port:
+        netloc += f":{parsed.port}"
+    return f"{scheme}://{auth}{netloc}{parsed.path}"
+
+
+class PgQueueListener:
+    """Long-lived asyncpg connection that sets an event on each NOTIFY.
+
+    The worker uses :meth:`wait_for_work` as its ``wait_for_work`` hook:
+    one call resolves when either a NOTIFY is received OR ``timeout``
+    seconds elapse, whichever comes first. The event is cleared after each
+    resolution so subsequent waits don't see stale state.
+    """
+
+    def __init__(self, dsn: str, channel: str = "ix_jobs_new") -> None:
+        self._dsn = dsn
+        self._channel = channel
+        self._conn: asyncpg.Connection | None = None
+        self._event = asyncio.Event()
+        # Protect add_listener / remove_listener against concurrent
+        # start/stop — shouldn't happen in practice but a stray double-stop
+        # from a lifespan shutdown shouldn't raise ``listener not found``.
+        self._lock = asyncio.Lock()
+
+    async def start(self) -> None:
+        async with self._lock:
+            if self._conn is not None:
+                return
+            self._conn = await asyncpg.connect(self._dsn)
+            await self._conn.add_listener(self._channel, self._on_notify)
+
+    async def stop(self) -> None:
+        async with self._lock:
+            if self._conn is None:
+                return
+            try:
+                await self._conn.remove_listener(self._channel, self._on_notify)
+            finally:
+                await self._conn.close()
+                self._conn = None
+
+    def _on_notify(
+        self,
+        connection: asyncpg.Connection,
+        pid: int,
+        channel: str,
+        payload: str,
+    ) -> None:
+        """asyncpg listener callback — signals the waiter."""
+
+        # We don't care about payload/pid/channel — any NOTIFY on our
+        # channel means "go check for pending rows". Keep the body tiny so
+        # asyncpg's single dispatch loop stays snappy.
+        self._event.set()
+
+    async def wait_for_work(self, timeout: float) -> None:
+        """Resolve when a NOTIFY arrives or ``timeout`` seconds pass.
+
+        We wait on the event with a timeout. ``asyncio.wait_for`` raises
+        :class:`asyncio.TimeoutError` on expiry; we swallow it because the
+        worker treats "either signal" identically. The event is cleared
+        after every wait so the next call starts fresh.
+        """
+
+        try:
+            await asyncio.wait_for(self._event.wait(), timeout=timeout)
+        except TimeoutError:
+            pass
+        finally:
+            self._event.clear()

src/ix/adapters/rest/__init__.py

@@ -0,0 +1,5 @@
+"""FastAPI REST adapter — POST /jobs / GET /jobs / GET /healthz / GET /metrics.
+
+Routes are defined in ``routes.py``. The ``create_app`` factory in
+``ix.app`` wires them up alongside the worker lifespan.
+"""

src/ix/adapters/rest/routes.py

@@ -0,0 +1,227 @@
+"""REST routes (spec §5).
+
+The routes depend on two injected objects:
+
+* a session factory (``get_session_factory_dep``): swapped in tests so we can
+  use the fixture's per-test engine instead of the lazy process-wide one in
+  ``ix.store.engine``.
+* a :class:`Probes` bundle (``get_probes``): each probe returns the
+  per-subsystem state string used by ``/healthz``. Tests inject canned
+  probes; Chunk 4 wires the real Ollama/Surya ones.
+
+``/healthz`` has a strict 2-second postgres timeout — we use an
+``asyncio.wait_for`` around a ``SELECT 1`` roundtrip so a broken pool or a
+hung connection can't wedge the healthcheck endpoint.
+"""
+
+from __future__ import annotations
+
+import asyncio
+from collections.abc import Callable
+from dataclasses import dataclass
+from datetime import UTC, datetime, timedelta
+from typing import Annotated, Literal
+from uuid import UUID
+
+from fastapi import APIRouter, Depends, HTTPException, Query, Response
+from sqlalchemy import func, select, text
+from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker
+
+from ix.adapters.rest.schemas import HealthStatus, JobSubmitResponse, MetricsResponse
+from ix.contracts.job import Job
+from ix.contracts.request import RequestIX
+from ix.store import jobs_repo
+from ix.store.engine import get_session_factory
+from ix.store.models import IxJob
+
+
+@dataclass
+class Probes:
+    """Injected subsystem-probe callables for ``/healthz``.
+
+    Each callable returns the literal status string expected in the body.
+    Probes are sync by design — none of the real ones need awaits today and
+    keeping them sync lets tests pass plain lambdas. Real probes that need
+    async work run the call through ``asyncio.run_in_executor`` inside the
+    callable (Chunk 4).
+    """
+
+    ollama: Callable[[], Literal["ok", "degraded", "fail"]]
+    ocr: Callable[[], Literal["ok", "fail"]]
+
+
+def get_session_factory_dep() -> async_sessionmaker[AsyncSession]:
+    """Default DI: the process-wide store factory. Tests override this."""
+
+    return get_session_factory()
+
+
+def get_probes() -> Probes:
+    """Default DI: a pair of ``fail`` probes.
+
+    Production wiring (Chunk 4) overrides this factory with real Ollama +
+    Surya probes at app-startup time. Integration tests override via
+    ``app.dependency_overrides[get_probes]`` with a canned ``ok`` pair.
+    The default here ensures a mis-wired deployment surfaces clearly in
+    ``/healthz`` rather than claiming everything is fine by accident.
+    """
+
+    return Probes(ollama=lambda: "fail", ocr=lambda: "fail")
+
+
+router = APIRouter()
+
+
+@router.post("/jobs", response_model=JobSubmitResponse, status_code=201)
+async def submit_job(
+    request: RequestIX,
+    response: Response,
+    session_factory: Annotated[
+        async_sessionmaker[AsyncSession], Depends(get_session_factory_dep)
+    ],
+) -> JobSubmitResponse:
+    """Submit a new job.
+
+    Per spec §5: 201 on first insert, 200 on idempotent re-submit of an
+    existing ``(client_id, request_id)`` pair. We detect the second case by
+    snapshotting the pre-insert row set and comparing ``created_at``.
+    """
+
+    async with session_factory() as session:
+        existing = await jobs_repo.get_by_correlation(
+            session, request.ix_client_id, request.request_id
+        )
+        job = await jobs_repo.insert_pending(
+            session, request, callback_url=request.callback_url
+        )
+        await session.commit()
+
+    if existing is not None:
+        # Idempotent re-submit — flip to 200. FastAPI's declared status_code
+        # is 201, but setting response.status_code overrides it per-call.
+        response.status_code = 200
+
+    return JobSubmitResponse(job_id=job.job_id, ix_id=job.ix_id, status=job.status)
+
+
+@router.get("/jobs/{job_id}", response_model=Job)
+async def get_job(
+    job_id: UUID,
+    session_factory: Annotated[
+        async_sessionmaker[AsyncSession], Depends(get_session_factory_dep)
+    ],
+) -> Job:
+    async with session_factory() as session:
+        job = await jobs_repo.get(session, job_id)
+    if job is None:
+        raise HTTPException(status_code=404, detail="job not found")
+    return job
+
+
+@router.get("/jobs", response_model=Job)
+async def lookup_job_by_correlation(
+    client_id: Annotated[str, Query(...)],
+    request_id: Annotated[str, Query(...)],
+    session_factory: Annotated[
+        async_sessionmaker[AsyncSession], Depends(get_session_factory_dep)
+    ],
+) -> Job:
+    async with session_factory() as session:
+        job = await jobs_repo.get_by_correlation(session, client_id, request_id)
+    if job is None:
+        raise HTTPException(status_code=404, detail="job not found")
+    return job
+
+
+@router.get("/healthz")
+async def healthz(
+    response: Response,
+    session_factory: Annotated[
+        async_sessionmaker[AsyncSession], Depends(get_session_factory_dep)
+    ],
+    probes: Annotated[Probes, Depends(get_probes)],
+) -> HealthStatus:
+    """Per spec §5: postgres / ollama / ocr; 200 iff all three == ok."""
+
+    postgres_state: Literal["ok", "fail"] = "fail"
+    try:
+        async def _probe() -> None:
+            async with session_factory() as session:
+                await session.execute(text("SELECT 1"))
+
+        await asyncio.wait_for(_probe(), timeout=2.0)
+        postgres_state = "ok"
+    except Exception:
+        postgres_state = "fail"
+
+    try:
+        ollama_state = probes.ollama()
+    except Exception:
+        ollama_state = "fail"
+    try:
+        ocr_state = probes.ocr()
+    except Exception:
+        ocr_state = "fail"
+
+    body = HealthStatus(
+        postgres=postgres_state, ollama=ollama_state, ocr=ocr_state
+    )
+    if postgres_state != "ok" or ollama_state != "ok" or ocr_state != "ok":
+        response.status_code = 503
+    return body
+
+
+@router.get("/metrics", response_model=MetricsResponse)
+async def metrics(
+    session_factory: Annotated[
+        async_sessionmaker[AsyncSession], Depends(get_session_factory_dep)
+    ],
+) -> MetricsResponse:
+    """Counters over the last 24h — plain JSON per spec §5."""
+
+    since = datetime.now(UTC) - timedelta(hours=24)
+
+    async with session_factory() as session:
+        pending = await session.scalar(
+            select(func.count()).select_from(IxJob).where(IxJob.status == "pending")
+        )
+        running = await session.scalar(
+            select(func.count()).select_from(IxJob).where(IxJob.status == "running")
+        )
+        done_24h = await session.scalar(
+            select(func.count())
+            .select_from(IxJob)
+            .where(IxJob.status == "done", IxJob.finished_at >= since)
+        )
+        error_24h = await session.scalar(
+            select(func.count())
+            .select_from(IxJob)
+            .where(IxJob.status == "error", IxJob.finished_at >= since)
+        )
+
+        # Per-use-case average seconds. ``request`` is JSONB, so we dig out
+        # the use_case key via ->>. Only consider rows that both started and
+        # finished in the window (can't compute elapsed otherwise).
+        rows = (
+            await session.execute(
+                text(
+                    "SELECT request->>'use_case' AS use_case, "
+                    "AVG(EXTRACT(EPOCH FROM (finished_at - started_at))) "
+                    "FROM ix_jobs "
+                    "WHERE status='done' AND finished_at IS NOT NULL "
+                    "AND started_at IS NOT NULL AND finished_at >= :since "
+                    "GROUP BY request->>'use_case'"
+                ),
+                {"since": since},
+            )
+        ).all()
+
+    by_use_case = {row[0]: float(row[1]) for row in rows if row[0] is not None}
+
+    return MetricsResponse(
+        jobs_pending=int(pending or 0),
+        jobs_running=int(running or 0),
+        jobs_done_24h=int(done_24h or 0),
+        jobs_error_24h=int(error_24h or 0),
+        by_use_case_seconds=by_use_case,
+    )

src/ix/adapters/rest/schemas.py

@@ -0,0 +1,52 @@
+"""REST-adapter request / response bodies.
+
+Most payloads reuse the core contracts directly (:class:`RequestIX`,
+:class:`Job`). The only adapter-specific shape is the lightweight POST /jobs
+response (`job_id`, `ix_id`, `status`) — callers don't need the full Job
+envelope back on submit; they poll ``GET /jobs/{id}`` for that.
+"""
+
+from __future__ import annotations
+
+from typing import Literal
+from uuid import UUID
+
+from pydantic import BaseModel, ConfigDict
+
+
+class JobSubmitResponse(BaseModel):
+    """What POST /jobs returns: just enough to poll or subscribe to callbacks."""
+
+    model_config = ConfigDict(extra="forbid")
+
+    job_id: UUID
+    ix_id: str
+    status: Literal["pending", "running", "done", "error"]
+
+
+class HealthStatus(BaseModel):
+    """Body of GET /healthz.
+
+    Each field reports per-subsystem state. Overall HTTP status is 200 iff
+    every field is ``"ok"`` (spec §5). ``ollama`` can be ``"degraded"``
+    when the backend is reachable but the default model isn't pulled —
+    monitoring surfaces that as non-200.
+    """
+
+    model_config = ConfigDict(extra="forbid")
+
+    postgres: Literal["ok", "fail"]
+    ollama: Literal["ok", "degraded", "fail"]
+    ocr: Literal["ok", "fail"]
+
+
+class MetricsResponse(BaseModel):
+    """Body of GET /metrics — plain JSON (no Prometheus format for MVP)."""
+
+    model_config = ConfigDict(extra="forbid")
+
+    jobs_pending: int
+    jobs_running: int
+    jobs_done_24h: int
+    jobs_error_24h: int
+    by_use_case_seconds: dict[str, float]

src/ix/app.py

@@ -0,0 +1,245 @@
+"""FastAPI app factory + lifespan.
+
+``create_app()`` wires the REST router on top of a lifespan that spawns the
+worker loop (Task 3.5) and the pg_queue listener (Task 3.6). Tests that
+don't care about the worker call ``create_app(spawn_worker=False)`` so the
+lifespan returns cleanly.
+
+Task 4.3 fills in the production wiring:
+
+* Factories (``make_genai_client`` / ``make_ocr_client``) pick between
+  fakes (``IX_TEST_MODE=fake``) and real Ollama/Surya clients.
+* ``/healthz`` probes call ``selfcheck()`` on the active clients. In
+  ``fake`` mode they always report ok.
+* The worker's :class:`Pipeline` is built once per spawn with the real
+  chain of Steps; each call to the injected ``pipeline_factory`` returns
+  a fresh Pipeline so per-request state stays isolated.
+"""
+
+from __future__ import annotations
+
+import asyncio
+from collections.abc import AsyncIterator, Callable
+from contextlib import asynccontextmanager, suppress
+from typing import Literal
+
+from fastapi import FastAPI
+from fastapi.staticfiles import StaticFiles
+
+from ix.adapters.rest.routes import Probes, get_probes
+from ix.adapters.rest.routes import router as rest_router
+from ix.config import AppConfig, get_config
+from ix.genai import make_genai_client
+from ix.genai.client import GenAIClient
+from ix.ocr import make_ocr_client
+from ix.ocr.client import OCRClient
+from ix.pipeline.genai_step import GenAIStep
+from ix.pipeline.ocr_step import OCRStep
+from ix.pipeline.pipeline import Pipeline
+from ix.pipeline.reliability_step import ReliabilityStep
+from ix.pipeline.response_handler_step import ResponseHandlerStep
+from ix.pipeline.setup_step import SetupStep
+from ix.ui import build_router as build_ui_router
+from ix.ui.routes import STATIC_DIR as UI_STATIC_DIR
+
+
+def build_pipeline(
+    genai: GenAIClient, ocr: OCRClient, cfg: AppConfig
+) -> Pipeline:
+    """Assemble the production :class:`Pipeline` with injected clients.
+
+    Kept as a module-level helper so tests that want to exercise the
+    production wiring (without running the worker) can call it directly.
+    """
+
+    from pathlib import Path
+
+    from ix.ingestion import FetchConfig
+
+    return Pipeline(
+        steps=[
+            SetupStep(
+                tmp_dir=Path(cfg.tmp_dir),
+                fetch_config=FetchConfig(
+                    connect_timeout_s=float(cfg.file_connect_timeout_seconds),
+                    read_timeout_s=float(cfg.file_read_timeout_seconds),
+                    max_bytes=cfg.file_max_bytes,
+                ),
+            ),
+            OCRStep(ocr_client=ocr),
+            GenAIStep(genai_client=genai),
+            ReliabilityStep(),
+            ResponseHandlerStep(),
+        ]
+    )
+
+
+def _make_ollama_probe(
+    genai: GenAIClient, cfg: AppConfig
+) -> Callable[[], Literal["ok", "degraded", "fail"]]:
+    """Adapter: async ``selfcheck`` → sync callable the route expects.
+
+    Always drives the coroutine on a throwaway event loop in a separate
+    thread. This keeps the behavior identical whether the caller holds an
+    event loop (FastAPI request) or doesn't (a CLI tool), and avoids the
+    ``asyncio.run`` vs. already-running-loop footgun.
+    """
+
+    def probe() -> Literal["ok", "degraded", "fail"]:
+        if not hasattr(genai, "selfcheck"):
+            return "ok"  # fake client — nothing to probe.
+        return _run_async_sync(
+            lambda: genai.selfcheck(expected_model=cfg.default_model),  # type: ignore[attr-defined]
+            fallback="fail",
+        )
+
+    return probe
+
+
+def _make_ocr_probe(ocr: OCRClient) -> Callable[[], Literal["ok", "fail"]]:
+    def probe() -> Literal["ok", "fail"]:
+        if not hasattr(ocr, "selfcheck"):
+            return "ok"  # fake — nothing to probe.
+        return _run_async_sync(
+            lambda: ocr.selfcheck(),  # type: ignore[attr-defined]
+            fallback="fail",
+        )
+
+    return probe
+
+
+def _run_async_sync(make_coro, *, fallback: str) -> str:  # type: ignore[no-untyped-def]
+    """Run ``make_coro()`` on a fresh loop in a thread; return its result.
+
+    The thread owns its own event loop so the caller's loop (if any) keeps
+    running. Any exception collapses to ``fallback``.
+    """
+
+    import threading
+
+    result: dict[str, object] = {}
+
+    def _runner() -> None:
+        loop = asyncio.new_event_loop()
+        try:
+            result["value"] = loop.run_until_complete(make_coro())
+        except Exception as exc:  # any error collapses to fallback
+            result["error"] = exc
+        finally:
+            loop.close()
+
+    t = threading.Thread(target=_runner)
+    t.start()
+    t.join()
+    if "error" in result or "value" not in result:
+        return fallback
+    return str(result["value"])
+
+
+def create_app(*, spawn_worker: bool = True) -> FastAPI:
+    """Construct the ASGI app.
+
+    Parameters
+    ----------
+    spawn_worker:
+        When True (default), the lifespan spawns the background worker task
+        and the pg_queue listener. Integration tests that only exercise the
+        REST adapter pass False so jobs pile up as ``pending`` and the tests
+        can assert on their state without a racing worker mutating them.
+    """
+
+    @asynccontextmanager
+    async def lifespan(_app: FastAPI) -> AsyncIterator[None]:
+        cfg = get_config()
+
+        # Build the clients once per process. The worker's pipeline
+        # factory closes over these so every job runs through the same
+        # Ollama/Surya instance (Surya's predictors are heavy; re-loading
+        # them per job would be catastrophic).
+        genai_client = make_genai_client(cfg)
+        ocr_client = make_ocr_client(cfg)
+
+        # Override the route-level probe DI so /healthz reflects the
+        # actual clients. Tests that want canned probes can still override
+        # ``get_probes`` at the TestClient layer.
+        _app.dependency_overrides.setdefault(
+            get_probes,
+            lambda: Probes(
+                ollama=_make_ollama_probe(genai_client, cfg),
+                ocr=_make_ocr_probe(ocr_client),
+            ),
+        )
+
+        worker_task = None
+        listener = None
+        if spawn_worker:
+            try:
+                from ix.adapters.pg_queue.listener import (
+                    PgQueueListener,
+                    asyncpg_dsn_from_sqlalchemy_url,
+                )
+
+                listener = PgQueueListener(
+                    dsn=asyncpg_dsn_from_sqlalchemy_url(cfg.postgres_url)
+                )
+                await listener.start()
+            except Exception:
+                listener = None
+
+            try:
+                worker_task = await _spawn_production_worker(
+                    cfg, genai_client, ocr_client, listener
+                )
+            except Exception:
+                worker_task = None
+        try:
+            yield
+        finally:
+            if worker_task is not None:
+                worker_task.cancel()
+                with suppress(Exception):
+                    await worker_task
+            if listener is not None:
+                with suppress(Exception):
+                    await listener.stop()
+
+    app = FastAPI(lifespan=lifespan, title="infoxtractor", version="0.1.0")
+    app.include_router(rest_router)
+    # Browser UI — additive, never touches the REST paths above.
+    app.include_router(build_ui_router())
+    # Static assets for the UI. CDN-only for MVP so the directory is
+    # essentially empty, but the mount must exist so relative asset
+    # URLs resolve cleanly.
+    app.mount(
+        "/ui/static",
+        StaticFiles(directory=str(UI_STATIC_DIR)),
+        name="ui-static",
+    )
+    return app
+
+
+async def _spawn_production_worker(
+    cfg: AppConfig,
+    genai: GenAIClient,
+    ocr: OCRClient,
+    listener,  # type: ignore[no-untyped-def]
+) -> asyncio.Task[None]:
+    """Spawn the background worker with a production pipeline factory."""
+
+    from ix.store.engine import get_session_factory
+    from ix.worker.loop import Worker
+
+    def pipeline_factory() -> Pipeline:
+        return build_pipeline(genai, ocr, cfg)
+
+    worker = Worker(
+        session_factory=get_session_factory(),
+        pipeline_factory=pipeline_factory,
+        poll_interval_seconds=10.0,
+        max_running_seconds=2 * cfg.pipeline_request_timeout_seconds,
+        callback_timeout_seconds=cfg.callback_timeout_seconds,
+        wait_for_work=listener.wait_for_work if listener is not None else None,
+    )
+
+    stop = asyncio.Event()
+    return asyncio.create_task(worker.run(stop))

src/ix/config.py

@@ -12,6 +12,7 @@ re-read after ``monkeypatch.setenv``. Production code never clears the cache.
 from __future__ import annotations
 
 from functools import lru_cache
+from typing import Literal
 
 from pydantic_settings import BaseSettings, SettingsConfigDict
 
@@ -32,14 +33,17 @@ class AppConfig(BaseSettings):
     )
 
     # --- Job store ---
+    # Defaults assume the ix container runs with `network_mode: host` and
+    # reaches the shared `postgis` and `ollama` containers on loopback;
+    # spec §11 / docker-compose.yml ship that configuration.
     postgres_url: str = (
         "postgresql+asyncpg://infoxtractor:<password>"
-        "@host.docker.internal:5431/infoxtractor"
+        "@127.0.0.1:5431/infoxtractor"
     )
 
     # --- LLM backend ---
-    ollama_url: str = "http://host.docker.internal:11434"
-    default_model: str = "gpt-oss:20b"
+    ollama_url: str = "http://127.0.0.1:11434"
+    default_model: str = "qwen3:14b"
 
     # --- OCR ---
     ocr_engine: str = "surya"
@@ -62,6 +66,13 @@ class AppConfig(BaseSettings):
     # --- Observability ---
     log_level: str = "INFO"
 
+    # --- Test / wiring mode ---
+    # ``fake``: factories return FakeGenAIClient / FakeOCRClient and
+    # ``/healthz`` probes report ok. CI sets this so the Forgejo runner
+    # doesn't need access to Ollama or GPU-backed Surya. ``None`` (default)
+    # means production wiring: real OllamaClient + SuryaOCRClient.
+    test_mode: Literal["fake"] | None = None
+
 
 @lru_cache(maxsize=1)
 def get_config() -> AppConfig:

src/ix/contracts/request.py

@@ -83,6 +83,44 @@ class Options(BaseModel):
     provenance: ProvenanceOptions = Field(default_factory=ProvenanceOptions)
 
 
+class UseCaseFieldDef(BaseModel):
+    """One field in an ad-hoc, caller-defined extraction schema.
+
+    The UI (and any other caller that doesn't want to wait on a backend
+    registry entry) ships one of these per desired output field. The pipeline
+    builds a fresh Pydantic response class from the list on each request.
+
+    ``choices`` only applies to ``type == "str"`` — it turns the field into a
+    ``Literal[*choices]``. For any other type the builder raises
+    ``IX_001_001``.
+    """
+
+    model_config = ConfigDict(extra="forbid")
+
+    name: str  # must be a valid Python identifier
+    type: Literal["str", "int", "float", "decimal", "date", "datetime", "bool"]
+    required: bool = False
+    description: str | None = None
+    choices: list[str] | None = None
+
+
+class InlineUseCase(BaseModel):
+    """Caller-defined use case bundled into the :class:`RequestIX`.
+
+    When present on a request, the pipeline builds the ``(Request, Response)``
+    Pydantic class pair on the fly from :attr:`fields` and skips the
+    registered use-case lookup. The registry-based ``use_case`` field is still
+    required on the request for metrics/logging but becomes a free-form label.
+    """
+
+    model_config = ConfigDict(extra="forbid")
+
+    use_case_name: str
+    system_prompt: str
+    default_model: str | None = None
+    fields: list[UseCaseFieldDef]
+
+
 class RequestIX(BaseModel):
     """Top-level job request.
 
@@ -90,6 +128,12 @@ class RequestIX(BaseModel):
     it; the REST adapter / pg-queue adapter populates it on insert. The field
     is kept here so the contract is closed-over-construction round-trips
     (e.g. when the worker re-hydrates a job out of the store).
+
+    When ``use_case_inline`` is present, the pipeline uses it verbatim to
+    build an ad-hoc ``(Request, Response)`` class pair and skips the registry
+    lookup; ``use_case`` becomes a free-form label (still required for
+    metrics/logging). When ``use_case_inline`` is absent, ``use_case`` is
+    looked up in :data:`ix.use_cases.REGISTRY` as before.
     """
 
     model_config = ConfigDict(extra="forbid")
@@ -101,3 +145,4 @@ class RequestIX(BaseModel):
     context: Context
     options: Options = Field(default_factory=Options)
     callback_url: str | None = None
+    use_case_inline: InlineUseCase | None = None

src/ix/genai/__init__.py

@@ -1,18 +1,43 @@
 """GenAI subsystem: protocol + fake client + invocation-result dataclasses.
 
-Real backends (Ollama, etc.) plug in behind :class:`GenAIClient`. The MVP
-ships only :class:`FakeGenAIClient` from this package; the real Ollama
-client lands in Chunk 4.
+Real backends (Ollama, …) plug in behind :class:`GenAIClient`. The factory
+:func:`make_genai_client` picks between :class:`FakeGenAIClient` (for CI
+/ hermetic tests via ``IX_TEST_MODE=fake``) and :class:`OllamaClient`
+(production). Tests that want a real Ollama client anyway can call the
+constructor directly.
 """
 
 from __future__ import annotations
 
+from ix.config import AppConfig
 from ix.genai.client import GenAIClient, GenAIInvocationResult, GenAIUsage
 from ix.genai.fake import FakeGenAIClient
+from ix.genai.ollama_client import OllamaClient
+
+
+def make_genai_client(cfg: AppConfig) -> GenAIClient:
+    """Return the :class:`GenAIClient` configured for the current run.
+
+    When ``cfg.test_mode == "fake"`` the fake is returned; the pipeline
+    callers are expected to override the injected client via DI if they
+    want a non-default canned response. Otherwise a live
+    :class:`OllamaClient` bound to ``cfg.ollama_url`` and the per-call
+    timeout is returned.
+    """
+
+    if cfg.test_mode == "fake":
+        return FakeGenAIClient(parsed=None)
+    return OllamaClient(
+        base_url=cfg.ollama_url,
+        per_call_timeout_s=float(cfg.genai_call_timeout_seconds),
+    )
+
 
 __all__ = [
     "FakeGenAIClient",
     "GenAIClient",
     "GenAIInvocationResult",
     "GenAIUsage",
+    "OllamaClient",
+    "make_genai_client",
 ]

src/ix/genai/ollama_client.py

@@ -0,0 +1,340 @@
+"""OllamaClient — real :class:`GenAIClient` implementation (spec §6 GenAIStep).
+
+Wraps the Ollama ``/api/chat`` structured-output endpoint. Per spec:
+
+* POST ``{base_url}/api/chat`` with ``format = <pydantic JSON schema>``,
+  ``stream = false``, and ``options`` carrying provider-neutral knobs
+  (``temperature`` mapped, ``reasoning_effort`` dropped — Ollama ignores it).
+* Messages are passed through. Content-parts lists (``[{"type":"text",...}]``)
+  are joined to a single string because MVP models (``gpt-oss:20b`` /
+  ``qwen2.5:32b``) don't accept native content-parts.
+* Per-call timeout is enforced via ``httpx``. A connection refusal, read
+  timeout, or 5xx maps to ``IX_002_000``. A 2xx whose ``message.content`` is
+  not valid JSON for the schema maps to ``IX_002_001``.
+
+``selfcheck()`` targets ``/api/tags`` with a fixed 5 s timeout and is what
+``/healthz`` consumes.
+"""
+
+from __future__ import annotations
+
+from typing import Any, Literal
+
+import httpx
+from pydantic import BaseModel, ValidationError
+
+from ix.errors import IXErrorCode, IXException
+from ix.genai.client import GenAIInvocationResult, GenAIUsage
+
+_OLLAMA_TAGS_TIMEOUT_S: float = 5.0
+_BODY_SNIPPET_MAX_CHARS: int = 240
+
+
+class OllamaClient:
+    """Async Ollama backend satisfying :class:`~ix.genai.client.GenAIClient`.
+
+    Parameters
+    ----------
+    base_url:
+        Root URL of the Ollama server (e.g. ``http://127.0.0.1:11434``).
+        Trailing slashes are stripped.
+    per_call_timeout_s:
+        Hard per-call timeout for ``/api/chat``. Spec default: 1500 s.
+    """
+
+    def __init__(self, base_url: str, per_call_timeout_s: float) -> None:
+        self._base_url = base_url.rstrip("/")
+        self._per_call_timeout_s = per_call_timeout_s
+
+    async def invoke(
+        self,
+        request_kwargs: dict[str, Any],
+        response_schema: type[BaseModel],
+    ) -> GenAIInvocationResult:
+        """Run one structured-output chat call; parse into ``response_schema``."""
+
+        body = self._translate_request(request_kwargs, response_schema)
+        url = f"{self._base_url}/api/chat"
+
+        try:
+            async with httpx.AsyncClient(timeout=self._per_call_timeout_s) as http:
+                resp = await http.post(url, json=body)
+        except httpx.HTTPError as exc:
+            raise IXException(
+                IXErrorCode.IX_002_000,
+                detail=f"ollama {exc.__class__.__name__}: {exc}",
+            ) from exc
+        except (ConnectionError, TimeoutError) as exc:  # pragma: no cover - httpx wraps these
+            raise IXException(
+                IXErrorCode.IX_002_000,
+                detail=f"ollama {exc.__class__.__name__}: {exc}",
+            ) from exc
+
+        if resp.status_code >= 500:
+            raise IXException(
+                IXErrorCode.IX_002_000,
+                detail=(
+                    f"ollama HTTP {resp.status_code}: "
+                    f"{resp.text[:_BODY_SNIPPET_MAX_CHARS]}"
+                ),
+            )
+        if resp.status_code >= 400:
+            raise IXException(
+                IXErrorCode.IX_002_000,
+                detail=(
+                    f"ollama HTTP {resp.status_code}: "
+                    f"{resp.text[:_BODY_SNIPPET_MAX_CHARS]}"
+                ),
+            )
+
+        try:
+            payload = resp.json()
+        except ValueError as exc:
+            raise IXException(
+                IXErrorCode.IX_002_000,
+                detail=f"ollama non-JSON body: {resp.text[:_BODY_SNIPPET_MAX_CHARS]}",
+            ) from exc
+
+        content = (payload.get("message") or {}).get("content") or ""
+        json_blob = _extract_json_blob(content)
+        try:
+            parsed = response_schema.model_validate_json(json_blob)
+        except ValidationError as exc:
+            raise IXException(
+                IXErrorCode.IX_002_001,
+                detail=(
+                    f"{response_schema.__name__}: {exc.__class__.__name__}: "
+                    f"body={content[:_BODY_SNIPPET_MAX_CHARS]}"
+                ),
+            ) from exc
+        except ValueError as exc:
+            # ``model_validate_json`` raises ValueError on invalid JSON (not
+            # a ValidationError). Treat as structured-output failure.
+            raise IXException(
+                IXErrorCode.IX_002_001,
+                detail=(
+                    f"{response_schema.__name__}: invalid JSON: "
+                    f"body={content[:_BODY_SNIPPET_MAX_CHARS]}"
+                ),
+            ) from exc
+
+        usage = GenAIUsage(
+            prompt_tokens=int(payload.get("prompt_eval_count") or 0),
+            completion_tokens=int(payload.get("eval_count") or 0),
+        )
+        model_name = str(payload.get("model") or request_kwargs.get("model") or "")
+        return GenAIInvocationResult(parsed=parsed, usage=usage, model_name=model_name)
+
+    async def selfcheck(
+        self, expected_model: str
+    ) -> Literal["ok", "degraded", "fail"]:
+        """Probe ``/api/tags`` for ``/healthz``.
+
+        ``ok`` when the server answers 2xx and ``expected_model`` is listed;
+        ``degraded`` when reachable but the model is missing; ``fail``
+        otherwise. Spec §5, §11.
+        """
+
+        try:
+            async with httpx.AsyncClient(timeout=_OLLAMA_TAGS_TIMEOUT_S) as http:
+                resp = await http.get(f"{self._base_url}/api/tags")
+        except (httpx.HTTPError, ConnectionError, TimeoutError):
+            return "fail"
+
+        if resp.status_code != 200:
+            return "fail"
+
+        try:
+            payload = resp.json()
+        except ValueError:
+            return "fail"
+
+        models = payload.get("models") or []
+        names = {str(entry.get("name", "")) for entry in models}
+        if expected_model in names:
+            return "ok"
+        return "degraded"
+
+    def _translate_request(
+        self,
+        request_kwargs: dict[str, Any],
+        response_schema: type[BaseModel],
+    ) -> dict[str, Any]:
+        """Map provider-neutral kwargs to Ollama's /api/chat body.
+
+        Schema strategy for Ollama 0.11.8: we pass ``format="json"`` (loose
+        JSON mode) and bake the Pydantic schema into a system message
+        ahead of the caller's own system prompt. Rationale:
+
+        * The full Pydantic schema as ``format=<schema>`` crashes llama.cpp's
+          structured-output implementation (SIGSEGV) on every non-trivial
+          shape — ``anyOf`` / ``$ref`` / ``pattern`` all trigger it.
+        * ``format="json"`` alone guarantees valid JSON but not the shape;
+          models routinely return ``{}`` when not told what fields to emit.
+        * Injecting the schema into the prompt is the cheapest way to
+          get both: the model sees the expected shape explicitly, Pydantic
+          validates the response at parse time (IX_002_001 on mismatch).
+
+        Non-Ollama ``GenAIClient`` impls can ignore this behaviour and use
+        native structured-output (``response_format`` on OpenAI, etc.).
+        """
+
+        messages = self._translate_messages(
+            list(request_kwargs.get("messages") or [])
+        )
+        messages = _inject_schema_system_message(messages, response_schema)
+        body: dict[str, Any] = {
+            "model": request_kwargs.get("model"),
+            "messages": messages,
+            "stream": False,
+            # NOTE: format is deliberately omitted. `format="json"` made
+            # reasoning models (qwen3) abort after emitting `{}` because the
+            # constrained sampler terminated before the chain-of-thought
+            # finished; `format=<schema>` segfaulted Ollama 0.11.8. Letting
+            # the model stream freely and then extracting the trailing JSON
+            # blob works for both reasoning and non-reasoning models.
+        }
+
+        options: dict[str, Any] = {}
+        if "temperature" in request_kwargs:
+            options["temperature"] = request_kwargs["temperature"]
+        # reasoning_effort intentionally dropped — Ollama doesn't support it.
+        if options:
+            body["options"] = options
+        return body
+
+    @staticmethod
+    def _translate_messages(
+        messages: list[dict[str, Any]],
+    ) -> list[dict[str, Any]]:
+        """Collapse content-parts lists into single strings for Ollama."""
+        out: list[dict[str, Any]] = []
+        for msg in messages:
+            content = msg.get("content")
+            if isinstance(content, list):
+                text_parts = [
+                    str(part.get("text", ""))
+                    for part in content
+                    if isinstance(part, dict) and part.get("type") == "text"
+                ]
+                new_content = "\n".join(text_parts)
+            else:
+                new_content = content
+            out.append({**msg, "content": new_content})
+        return out
+
+
+def _extract_json_blob(text: str) -> str:
+    """Return the outermost balanced JSON object in ``text``.
+
+    Reasoning models (qwen3, deepseek-r1) wrap their real answer in
+    ``<think>…</think>`` blocks. Other models sometimes prefix prose or
+    fence the JSON in ```json``` code blocks. Finding the last balanced
+    ``{…}`` is the cheapest robust parse that works for all three shapes;
+    a malformed response yields the full text and Pydantic catches it
+    downstream as ``IX_002_001``.
+    """
+    start = text.find("{")
+    if start < 0:
+        return text
+    depth = 0
+    in_string = False
+    escaped = False
+    for i in range(start, len(text)):
+        ch = text[i]
+        if in_string:
+            if escaped:
+                escaped = False
+            elif ch == "\\":
+                escaped = True
+            elif ch == '"':
+                in_string = False
+            continue
+        if ch == '"':
+            in_string = True
+        elif ch == "{":
+            depth += 1
+        elif ch == "}":
+            depth -= 1
+            if depth == 0:
+                return text[start : i + 1]
+    return text[start:]
+
+
+def _inject_schema_system_message(
+    messages: list[dict[str, Any]],
+    response_schema: type[BaseModel],
+) -> list[dict[str, Any]]:
+    """Prepend a system message that pins the expected JSON shape.
+
+    Ollama's ``format="json"`` mode guarantees valid JSON but not the
+    field set or names. We emit the Pydantic schema as JSON and
+    instruct the model to match it. If the caller already provides a
+    system message, we prepend ours; otherwise ours becomes the first
+    system turn.
+    """
+    import json as _json
+
+    schema_json = _json.dumps(
+        _sanitise_schema_for_ollama(response_schema.model_json_schema()),
+        indent=2,
+    )
+    guidance = (
+        "Respond ONLY with a single JSON object matching this JSON Schema "
+        "exactly. No prose, no code fences, no explanations. All top-level "
+        "properties listed in `required` MUST be present. Use null for "
+        "fields you cannot confidently extract. The JSON Schema:\n"
+        f"{schema_json}"
+    )
+    return [{"role": "system", "content": guidance}, *messages]
+
+
+def _sanitise_schema_for_ollama(schema: Any) -> Any:
+    """Strip null branches from ``anyOf`` unions.
+
+    Ollama 0.11.8's llama.cpp structured-output implementation segfaults on
+    Pydantic v2's standard Optional pattern::
+
+        {"anyOf": [{"type": "string"}, {"type": "null"}]}
+
+    We collapse any ``anyOf`` that includes a ``{"type": "null"}`` entry to
+    its non-null branch — single branch becomes that branch inline; multiple
+    branches keep the union without null. This only narrows what the LLM is
+    *told* it may emit; Pydantic still validates the real response and can
+    accept ``None`` at parse time if the field is ``Optional``.
+
+    Walk is recursive and structure-preserving. Other ``anyOf`` shapes (e.g.
+    polymorphic unions without null) are left alone.
+    """
+    if isinstance(schema, dict):
+        cleaned: dict[str, Any] = {}
+        for key, value in schema.items():
+            if key == "anyOf" and isinstance(value, list):
+                non_null = [
+                    _sanitise_schema_for_ollama(branch)
+                    for branch in value
+                    if not (isinstance(branch, dict) and branch.get("type") == "null")
+                ]
+                if len(non_null) == 1:
+                    # Inline the single remaining branch; merge its keys into the
+                    # parent so siblings like ``default``/``title`` are preserved.
+                    only = non_null[0]
+                    if isinstance(only, dict):
+                        for ok, ov in only.items():
+                            cleaned.setdefault(ok, ov)
+                    else:
+                        cleaned[key] = non_null
+                elif len(non_null) == 0:
+                    # Pathological: nothing left. Fall back to a permissive type.
+                    cleaned["type"] = "string"
+                else:
+                    cleaned[key] = non_null
+            else:
+                cleaned[key] = _sanitise_schema_for_ollama(value)
+        return cleaned
+    if isinstance(schema, list):
+        return [_sanitise_schema_for_ollama(item) for item in schema]
+    return schema
+
+
+__all__ = ["OllamaClient"]

src/ix/ocr/__init__.py

@@ -1,13 +1,34 @@
-"""OCR subsystem: protocol + fake client.
+"""OCR subsystem: protocol + fake + real Surya client + factory.
 
-Real engines (Surya, Azure DI, …) plug in behind :class:`OCRClient`. The
-MVP ships only :class:`FakeOCRClient` from this package; the real Surya
-client lands in Chunk 4.
+Real engines (Surya today, Azure DI / AWS Textract … deferred) plug in
+behind :class:`OCRClient`. The factory :func:`make_ocr_client` picks
+between :class:`FakeOCRClient` (when ``IX_TEST_MODE=fake``) and
+:class:`SuryaOCRClient` (production). Unknown engine names raise so a
+typo'd ``IX_OCR_ENGINE`` surfaces at startup, not later.
 """
 
 from __future__ import annotations
 
+from ix.config import AppConfig
+from ix.contracts.response import OCRDetails, OCRResult
 from ix.ocr.client import OCRClient
 from ix.ocr.fake import FakeOCRClient
+from ix.ocr.surya_client import SuryaOCRClient
 
-__all__ = ["FakeOCRClient", "OCRClient"]
+
+def make_ocr_client(cfg: AppConfig) -> OCRClient:
+    """Return the :class:`OCRClient` configured for the current run."""
+
+    if cfg.test_mode == "fake":
+        return FakeOCRClient(canned=OCRResult(result=OCRDetails()))
+    if cfg.ocr_engine == "surya":
+        return SuryaOCRClient()
+    raise ValueError(f"Unknown ocr_engine: {cfg.ocr_engine!r}")
+
+
+__all__ = [
+    "FakeOCRClient",
+    "OCRClient",
+    "SuryaOCRClient",
+    "make_ocr_client",
+]

src/ix/ocr/client.py

@@ -5,11 +5,19 @@ method satisfies the Protocol. :class:`~ix.pipeline.ocr_step.OCRStep`
 depends on the Protocol, not a concrete class, so swapping engines
 (``FakeOCRClient`` in tests, ``SuryaOCRClient`` in prod) stays a wiring
 change at the app factory.
+
+Per-page source location (``files`` + ``page_metadata``) flows in as
+optional kwargs: fakes ignore them; the real
+:class:`~ix.ocr.surya_client.SuryaOCRClient` uses them to render each
+page's pixels back from disk. Keeping these optional lets unit tests stay
+pages-only while production wiring (Task 4.3) plumbs through the real
+filesystem handles.
 """
 
 from __future__ import annotations
 
-from typing import Protocol, runtime_checkable
+from pathlib import Path
+from typing import Any, Protocol, runtime_checkable
 
 from ix.contracts import OCRResult, Page
 
@@ -24,8 +32,18 @@ class OCRClient(Protocol):
     per input page (in the same order).
     """
 
-    async def ocr(self, pages: list[Page]) -> OCRResult:
-        """Run OCR over the input pages; return the structured result."""
+    async def ocr(
+        self,
+        pages: list[Page],
+        *,
+        files: list[tuple[Path, str]] | None = None,
+        page_metadata: list[Any] | None = None,
+    ) -> OCRResult:
+        """Run OCR over the input pages; return the structured result.
+
+        ``files`` and ``page_metadata`` are optional for hermetic tests;
+        real engines that need to re-render from disk read them.
+        """
         ...
 
 

src/ix/ocr/fake.py

@@ -30,8 +30,17 @@ class FakeOCRClient:
         self._canned = canned
         self._raise_on_call = raise_on_call
 
-    async def ocr(self, pages: list[Page]) -> OCRResult:
-        """Return the canned result or raise the configured error."""
+    async def ocr(
+        self,
+        pages: list[Page],
+        **_kwargs: object,
+    ) -> OCRResult:
+        """Return the canned result or raise the configured error.
+
+        Accepts (and ignores) any keyword args the production Protocol may
+        carry — keeps the fake swappable for :class:`SuryaOCRClient` at
+        call sites that pass ``files`` / ``page_metadata``.
+        """
         if self._raise_on_call is not None:
             raise self._raise_on_call
         return self._canned

src/ix/ocr/surya_client.py

@@ -0,0 +1,235 @@
+"""SuryaOCRClient — real :class:`OCRClient` backed by ``surya-ocr``.
+
+Per spec §6.2: the MVP OCR engine. Runs Surya's detection + recognition
+predictors over per-page PIL images rendered from the downloaded sources
+(PDFs via PyMuPDF, images via Pillow).
+
+Design choices:
+
+* **Lazy model loading.** ``__init__`` is cheap; the heavy predictors are
+  built on first :meth:`ocr` / :meth:`selfcheck` / explicit :meth:`warm_up`.
+  This keeps FastAPI's lifespan predictable — ops can decide whether to
+  pay the load cost up front or on first request.
+* **Device is Surya's default.** CUDA on the prod box, MPS on M-series Macs.
+  We deliberately don't pin.
+* **No text-token reuse from PyMuPDF.** The cross-check against Paperless'
+  Tesseract output (ReliabilityStep's ``text_agreement``) is only meaningful
+  with a truly independent OCR pass, so we always render-and-recognize
+  even for PDFs that carry embedded text.
+
+The ``surya-ocr`` package pulls torch + heavy model deps, so it's kept
+behind the ``[ocr]`` extra. All Surya imports are deferred into
+:meth:`warm_up` so running the unit tests (which patch the predictors)
+doesn't require the package to be installed.
+"""
+
+from __future__ import annotations
+
+import asyncio
+import contextlib
+from pathlib import Path
+from typing import TYPE_CHECKING, Any, Literal
+
+from ix.contracts import Line, OCRDetails, OCRResult, Page
+from ix.segmentation import PageMetadata
+
+if TYPE_CHECKING:  # pragma: no cover
+    from PIL import Image as PILImage
+
+
+class SuryaOCRClient:
+    """Surya-backed OCR engine.
+
+    Attributes are created lazily by :meth:`warm_up`. The unit tests inject
+    mocks directly onto ``_recognition_predictor`` / ``_detection_predictor``
+    to avoid the Surya import chain.
+    """
+
+    def __init__(self) -> None:
+        self._recognition_predictor: Any = None
+        self._detection_predictor: Any = None
+
+    def warm_up(self) -> None:
+        """Load the detection + recognition predictors. Idempotent.
+
+        Called automatically on the first :meth:`ocr` / :meth:`selfcheck`,
+        or explicitly from the app lifespan to front-load the cost.
+        """
+        if (
+            self._recognition_predictor is not None
+            and self._detection_predictor is not None
+        ):
+            return
+
+        # Deferred imports: only reachable when the optional [ocr] extra is
+        # installed. Keeping them inside the method so base-install unit
+        # tests (which patch the predictors) don't need surya on sys.path.
+        from surya.detection import DetectionPredictor  # type: ignore[import-not-found]
+        from surya.foundation import FoundationPredictor  # type: ignore[import-not-found]
+        from surya.recognition import RecognitionPredictor  # type: ignore[import-not-found]
+
+        foundation = FoundationPredictor()
+        self._recognition_predictor = RecognitionPredictor(foundation)
+        self._detection_predictor = DetectionPredictor()
+
+    async def ocr(
+        self,
+        pages: list[Page],
+        *,
+        files: list[tuple[Path, str]] | None = None,
+        page_metadata: list[Any] | None = None,
+    ) -> OCRResult:
+        """Render each input page, run Surya, translate back to contracts."""
+        self.warm_up()
+
+        images = self._render_pages(pages, files, page_metadata)
+
+        # Surya is blocking — run it off the event loop.
+        loop = asyncio.get_running_loop()
+        surya_results = await loop.run_in_executor(
+            None, self._run_recognition, images
+        )
+
+        out_pages: list[Page] = []
+        all_text_fragments: list[str] = []
+        for input_page, surya_result in zip(pages, surya_results, strict=True):
+            lines: list[Line] = []
+            for tl in getattr(surya_result, "text_lines", []) or []:
+                flat = self._flatten_polygon(getattr(tl, "polygon", None))
+                text = getattr(tl, "text", None)
+                lines.append(Line(text=text, bounding_box=flat))
+                if text:
+                    all_text_fragments.append(text)
+            out_pages.append(
+                Page(
+                    page_no=input_page.page_no,
+                    width=input_page.width,
+                    height=input_page.height,
+                    angle=input_page.angle,
+                    unit=input_page.unit,
+                    lines=lines,
+                )
+            )
+
+        details = OCRDetails(
+            text="\n".join(all_text_fragments) if all_text_fragments else None,
+            pages=out_pages,
+        )
+        return OCRResult(result=details, meta_data={"engine": "surya"})
+
+    async def selfcheck(self) -> Literal["ok", "fail"]:
+        """Run the predictors on a 1x1 image to confirm the stack works."""
+        try:
+            self.warm_up()
+        except Exception:
+            return "fail"
+
+        try:
+            from PIL import Image as PILImageRuntime
+
+            img = PILImageRuntime.new("RGB", (1, 1), color="white")
+            loop = asyncio.get_running_loop()
+            await loop.run_in_executor(None, self._run_recognition, [img])
+        except Exception:
+            return "fail"
+        return "ok"
+
+    def _run_recognition(self, images: list[PILImage.Image]) -> list[Any]:
+        """Invoke the recognition predictor. Kept tiny for threadpool offload."""
+        return list(
+            self._recognition_predictor(
+                images, det_predictor=self._detection_predictor
+            )
+        )
+
+    def _render_pages(
+        self,
+        pages: list[Page],
+        files: list[tuple[Path, str]] | None,
+        page_metadata: list[Any] | None,
+    ) -> list[PILImage.Image]:
+        """Render each input :class:`Page` to a PIL image.
+
+        We walk pages + page_metadata in lockstep so we know which source
+        file each page came from and (for PDFs) what page-index to render.
+        Text-only pages (``file_index is None``) get a blank 1x1 placeholder
+        so Surya returns an empty result and downstream code still gets one
+        entry per input page.
+        """
+        from PIL import Image as PILImageRuntime
+
+        metas: list[PageMetadata] = list(page_metadata or [])
+        file_records: list[tuple[Path, str]] = list(files or [])
+
+        # Per-file lazy PDF openers so we don't re-open across pages.
+        pdf_docs: dict[int, Any] = {}
+
+        # Per-file running page-within-file counter. For PDFs we emit one
+        # entry per PDF page in order; ``pages`` was built the same way by
+        # DocumentIngestor, so a parallel counter reconstructs the mapping.
+        per_file_cursor: dict[int, int] = {}
+
+        rendered: list[PILImage.Image] = []
+        try:
+            for idx, _page in enumerate(pages):
+                meta = metas[idx] if idx < len(metas) else PageMetadata()
+                file_index = meta.file_index
+                if file_index is None or file_index >= len(file_records):
+                    # Text-only page — placeholder image; Surya returns empty.
+                    rendered.append(
+                        PILImageRuntime.new("RGB", (1, 1), color="white")
+                    )
+                    continue
+
+                local_path, mime = file_records[file_index]
+                if mime == "application/pdf":
+                    doc = pdf_docs.get(file_index)
+                    if doc is None:
+                        import fitz  # PyMuPDF
+
+                        doc = fitz.open(str(local_path))
+                        pdf_docs[file_index] = doc
+                    pdf_page_no = per_file_cursor.get(file_index, 0)
+                    per_file_cursor[file_index] = pdf_page_no + 1
+                    pdf_page = doc.load_page(pdf_page_no)
+                    pix = pdf_page.get_pixmap(dpi=200)
+                    img = PILImageRuntime.frombytes(
+                        "RGB", (pix.width, pix.height), pix.samples
+                    )
+                    rendered.append(img)
+                elif mime in ("image/png", "image/jpeg", "image/tiff"):
+                    frame_no = per_file_cursor.get(file_index, 0)
+                    per_file_cursor[file_index] = frame_no + 1
+                    img = PILImageRuntime.open(local_path)
+                    # Handle multi-frame (TIFF) — seek to the right frame.
+                    with contextlib.suppress(EOFError):
+                        img.seek(frame_no)
+                    rendered.append(img.convert("RGB"))
+                else:  # pragma: no cover - ingestor already rejected
+                    rendered.append(
+                        PILImageRuntime.new("RGB", (1, 1), color="white")
+                    )
+        finally:
+            for doc in pdf_docs.values():
+                with contextlib.suppress(Exception):
+                    doc.close()
+        return rendered
+
+    @staticmethod
+    def _flatten_polygon(polygon: Any) -> list[float]:
+        """Flatten ``[[x1,y1],[x2,y2],[x3,y3],[x4,y4]]`` → 8-float list.
+
+        Surya emits 4 quad corners. The spec wants 8 raw-pixel coords so
+        downstream provenance normalisation can consume them directly.
+        """
+        if not polygon:
+            return []
+        flat: list[float] = []
+        for point in polygon:
+            if isinstance(point, (list, tuple)) and len(point) >= 2:
+                flat.append(float(point[0]))
+                flat.append(float(point[1]))
+        return flat
+
+
+__all__ = ["SuryaOCRClient"]

src/ix/pipeline/ocr_step.py

@@ -56,7 +56,11 @@ class OCRStep(Step):
         assert ctx is not None, "SetupStep must populate response_ix.context"
 
         pages = list(getattr(ctx, "pages", []))
-        ocr_result = await self._client.ocr(pages)
+        files = list(getattr(ctx, "files", []) or [])
+        page_metadata = list(getattr(ctx, "page_metadata", []) or [])
+        ocr_result = await self._client.ocr(
+            pages, files=files, page_metadata=page_metadata
+        )
 
         # Inject page tags around each OCR page's content so the LLM can
         # cross-reference the visual anchor without a separate prompt hack.

src/ix/pipeline/setup_step.py

@@ -34,6 +34,7 @@ from ix.ingestion import (
 )
 from ix.pipeline.step import Step
 from ix.use_cases import get_use_case
+from ix.use_cases.inline import build_use_case_classes
 
 
 class _Fetcher(Protocol):
@@ -88,9 +89,18 @@ class SetupStep(Step):
     async def process(
         self, request_ix: RequestIX, response_ix: ResponseIX
     ) -> ResponseIX:
-        # 1. Load the use-case pair — early so an unknown name fails before
-        # we waste time downloading files.
-        use_case_request_cls, use_case_response_cls = get_use_case(request_ix.use_case)
+        # 1. Load the use-case pair — either from the caller's inline
+        # definition (wins over registry) or from the registry by name.
+        # Done early so an unknown name / bad inline definition fails
+        # before we waste time downloading files.
+        if request_ix.use_case_inline is not None:
+            use_case_request_cls, use_case_response_cls = build_use_case_classes(
+                request_ix.use_case_inline
+            )
+        else:
+            use_case_request_cls, use_case_response_cls = get_use_case(
+                request_ix.use_case
+            )
         use_case_request = use_case_request_cls()
 
         # 2. Resolve the per-request scratch directory. ix_id is assigned

src/ix/store/jobs_repo.py

@@ -0,0 +1,274 @@
+"""Async CRUD over ``ix_jobs`` — the one module the worker / REST touches.
+
+Every method takes an :class:`AsyncSession` (caller-owned transaction). The
+caller commits. We don't manage transactions inside repo methods because the
+worker sometimes needs to claim + run-pipeline + mark-done inside one
+long-running unit of work, and an inside-the-method commit would break that.
+
+A few invariants worth stating up front:
+
+* ``ix_id`` is a 16-char hex string assigned by :func:`insert_pending` on
+  first insert. Callers MUST NOT pass one (we generate it); if a
+  ``RequestIX`` arrives with ``ix_id`` set it is ignored.
+* ``(client_id, request_id)`` is unique — on collision we return the
+  existing row unchanged. Callback URLs on the second insert are ignored;
+  the first insert's metadata wins.
+* Claim uses ``FOR UPDATE SKIP LOCKED`` so concurrent workers never pick the
+  same row, and a session holding a lock doesn't block a sibling claimer.
+* Status transitions: ``pending → running → (done | error)``. The sweeper is
+  the only path back to ``pending`` (and only from ``running``); terminal
+  states are stable.
+"""
+
+from __future__ import annotations
+
+import secrets
+from datetime import UTC, datetime
+from typing import TYPE_CHECKING, Literal
+from uuid import UUID, uuid4
+
+from sqlalchemy import func, select, update
+from sqlalchemy.dialects.postgresql import insert as pg_insert
+
+from ix.contracts.job import Job
+from ix.contracts.request import RequestIX
+from ix.contracts.response import ResponseIX
+from ix.store.models import IxJob
+
+if TYPE_CHECKING:
+    from sqlalchemy.ext.asyncio import AsyncSession
+
+
+def _new_ix_id() -> str:
+    """Transport-assigned 16-hex handle.
+
+    ``secrets.token_hex(8)`` gives 16 characters of entropy; good enough to
+    tag logs per spec §3 without collision risk across the lifetime of the
+    service.
+    """
+
+    return secrets.token_hex(8)
+
+
+def _orm_to_job(row: IxJob) -> Job:
+    """Round-trip ORM row back through the Pydantic ``Job`` contract.
+
+    The JSONB columns come out as plain dicts; we let Pydantic re-validate
+    them into :class:`RequestIX` / :class:`ResponseIX`. Catching validation
+    errors here would mask real bugs; we let them surface.
+    """
+
+    return Job(
+        job_id=row.job_id,
+        ix_id=row.ix_id,
+        client_id=row.client_id,
+        request_id=row.request_id,
+        status=row.status,  # type: ignore[arg-type]
+        request=RequestIX.model_validate(row.request),
+        response=(
+            ResponseIX.model_validate(row.response) if row.response is not None else None
+        ),
+        callback_url=row.callback_url,
+        callback_status=row.callback_status,  # type: ignore[arg-type]
+        attempts=row.attempts,
+        created_at=row.created_at,
+        started_at=row.started_at,
+        finished_at=row.finished_at,
+    )
+
+
+async def insert_pending(
+    session: AsyncSession,
+    request: RequestIX,
+    callback_url: str | None,
+) -> Job:
+    """Insert a pending row; return the new or existing :class:`Job`.
+
+    Uses ``INSERT ... ON CONFLICT DO NOTHING`` on the
+    ``(client_id, request_id)`` unique index, then re-selects. If the insert
+    was a no-op the existing row is returned verbatim (status / callback_url
+    unchanged) — callers rely on this for idempotent resubmission.
+    """
+
+    ix_id = request.ix_id or _new_ix_id()
+    job_id = uuid4()
+
+    # Serialise the request through Pydantic so JSONB gets plain JSON types,
+    # not datetime / Decimal instances asyncpg would reject.
+    request_json = request.model_copy(update={"ix_id": ix_id}).model_dump(
+        mode="json"
+    )
+
+    stmt = (
+        pg_insert(IxJob)
+        .values(
+            job_id=job_id,
+            ix_id=ix_id,
+            client_id=request.ix_client_id,
+            request_id=request.request_id,
+            status="pending",
+            request=request_json,
+            response=None,
+            callback_url=callback_url,
+            callback_status=None,
+            attempts=0,
+        )
+        .on_conflict_do_nothing(index_elements=["client_id", "request_id"])
+    )
+    await session.execute(stmt)
+
+    row = await session.scalar(
+        select(IxJob).where(
+            IxJob.client_id == request.ix_client_id,
+            IxJob.request_id == request.request_id,
+        )
+    )
+    assert row is not None, "insert_pending: row missing after upsert"
+    return _orm_to_job(row)
+
+
+async def claim_next_pending(session: AsyncSession) -> Job | None:
+    """Atomically pick the oldest pending row and flip it to running.
+
+    ``FOR UPDATE SKIP LOCKED`` means a sibling worker can never deadlock on
+    our row; they'll skip past it and grab the next pending entry. The
+    sibling test in :mod:`tests/integration/test_jobs_repo` asserts this.
+    """
+
+    stmt = (
+        select(IxJob)
+        .where(IxJob.status == "pending")
+        .order_by(IxJob.created_at)
+        .limit(1)
+        .with_for_update(skip_locked=True)
+    )
+    row = await session.scalar(stmt)
+    if row is None:
+        return None
+
+    row.status = "running"
+    row.started_at = datetime.now(UTC)
+    await session.flush()
+    return _orm_to_job(row)
+
+
+async def get(session: AsyncSession, job_id: UUID) -> Job | None:
+    row = await session.scalar(select(IxJob).where(IxJob.job_id == job_id))
+    return _orm_to_job(row) if row is not None else None
+
+
+async def get_by_correlation(
+    session: AsyncSession, client_id: str, request_id: str
+) -> Job | None:
+    row = await session.scalar(
+        select(IxJob).where(
+            IxJob.client_id == client_id,
+            IxJob.request_id == request_id,
+        )
+    )
+    return _orm_to_job(row) if row is not None else None
+
+
+async def mark_done(
+    session: AsyncSession, job_id: UUID, response: ResponseIX
+) -> None:
+    """Write the pipeline's response and move to terminal state.
+
+    Status is ``done`` iff ``response.error is None``; any non-None error
+    flips us to ``error``. Spec §3 lifecycle invariant.
+    """
+
+    status = "done" if response.error is None else "error"
+    await session.execute(
+        update(IxJob)
+        .where(IxJob.job_id == job_id)
+        .values(
+            status=status,
+            response=response.model_dump(mode="json"),
+            finished_at=datetime.now(UTC),
+        )
+    )
+
+
+async def mark_error(
+    session: AsyncSession, job_id: UUID, response: ResponseIX
+) -> None:
+    """Convenience wrapper that always writes status='error'.
+
+    Separate from :func:`mark_done` for readability at call sites: when the
+    worker knows it caught an exception the pipeline didn't handle itself,
+    ``mark_error`` signals intent even if the response body happens to have
+    a populated error field.
+    """
+
+    await session.execute(
+        update(IxJob)
+        .where(IxJob.job_id == job_id)
+        .values(
+            status="error",
+            response=response.model_dump(mode="json"),
+            finished_at=datetime.now(UTC),
+        )
+    )
+
+
+async def update_callback_status(
+    session: AsyncSession,
+    job_id: UUID,
+    status: Literal["delivered", "failed"],
+) -> None:
+    await session.execute(
+        update(IxJob)
+        .where(IxJob.job_id == job_id)
+        .values(callback_status=status)
+    )
+
+
+async def sweep_orphans(
+    session: AsyncSession,
+    now: datetime,
+    max_running_seconds: int,
+) -> list[UUID]:
+    """Reset stale ``running`` rows back to ``pending`` and bump ``attempts``.
+
+    Called once at worker startup (spec §3) to rescue jobs whose owner died
+    mid-pipeline. The threshold is time-based on ``started_at`` so a still-
+    running worker never reclaims its own in-flight job — callers pass
+    ``2 * IX_PIPELINE_REQUEST_TIMEOUT_SECONDS`` per spec.
+    """
+
+    # Pick candidates and return their ids so the worker can log what it
+    # did. Two-step (SELECT then UPDATE) is clearer than RETURNING for
+    # callers who want the id list alongside a plain UPDATE.
+    candidates = (
+        await session.scalars(
+            select(IxJob.job_id).where(
+                IxJob.status == "running",
+                IxJob.started_at < now - _as_interval(max_running_seconds),
+            )
+        )
+    ).all()
+    if not candidates:
+        return []
+
+    await session.execute(
+        update(IxJob)
+        .where(IxJob.job_id.in_(candidates))
+        .values(
+            status="pending",
+            started_at=None,
+            attempts=IxJob.attempts + 1,
+        )
+    )
+    return list(candidates)
+
+
+def _as_interval(seconds: int):  # type: ignore[no-untyped-def]
+    """Return a SQL interval expression for ``seconds``.
+
+    We build the interval via ``func.make_interval`` so asyncpg doesn't have
+    to guess at a text-form cast — the server-side ``make_interval(secs :=)``
+    is unambiguous and avoids locale-dependent parsing.
+    """
+
+    return func.make_interval(0, 0, 0, 0, 0, 0, seconds)

src/ix/ui/__init__.py

@@ -0,0 +1,13 @@
+"""Minimal browser UI served alongside the REST API at ``/ui``.
+
+The module is intentionally thin: templates + HTMX + Pico CSS (all from
+CDNs, no build step). Uploads land in ``{cfg.tmp_dir}/ui/<uuid>.pdf`` and
+are submitted through the same :func:`ix.store.jobs_repo.insert_pending`
+entry point the REST adapter uses — the UI does not duplicate that logic.
+"""
+
+from __future__ import annotations
+
+from ix.ui.routes import build_router
+
+__all__ = ["build_router"]

src/ix/ui/routes.py

@@ -0,0 +1,307 @@
+"""``/ui`` router — thin HTML wrapper over the existing jobs pipeline.
+
+Design notes:
+
+* Uploads stream to ``{cfg.tmp_dir}/ui/{uuid4()}.pdf`` via aiofiles; the
+  file persists for the lifetime of the ``ix_id`` (no cleanup cron — spec
+  deferred).
+* The submission handler builds a :class:`RequestIX` (inline use case
+  supported) and inserts it via the same
+  :func:`ix.store.jobs_repo.insert_pending` the REST adapter uses.
+* Responses are HTML. For HTMX-triggered submissions the handler returns
+  ``HX-Redirect`` so the whole page swaps; for plain form posts it returns
+  a 303 redirect.
+* The fragment endpoint powers the polling loop: while the job is
+  pending/running, the fragment auto-refreshes every 2s via
+  ``hx-trigger="every 2s"``; when terminal, the trigger is dropped and the
+  pretty-printed response is rendered with highlight.js.
+"""
+
+from __future__ import annotations
+
+import json
+import uuid
+from pathlib import Path
+from typing import Annotated
+from uuid import UUID
+
+import aiofiles
+from fastapi import (
+    APIRouter,
+    Depends,
+    File,
+    Form,
+    HTTPException,
+    Request,
+    UploadFile,
+)
+from fastapi.responses import HTMLResponse, RedirectResponse, Response
+from fastapi.templating import Jinja2Templates
+from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker
+
+from ix.adapters.rest.routes import get_session_factory_dep
+from ix.config import AppConfig, get_config
+from ix.contracts.request import (
+    Context,
+    FileRef,
+    GenAIOptions,
+    InlineUseCase,
+    OCROptions,
+    Options,
+    ProvenanceOptions,
+    RequestIX,
+    UseCaseFieldDef,
+)
+from ix.store import jobs_repo
+from ix.use_cases import REGISTRY
+
+TEMPLATES_DIR = Path(__file__).parent / "templates"
+STATIC_DIR = Path(__file__).parent / "static"
+
+
+def _templates() -> Jinja2Templates:
+    """One Jinja env per process; cheap enough to build per DI call."""
+
+    return Jinja2Templates(directory=str(TEMPLATES_DIR))
+
+
+def _ui_tmp_dir(cfg: AppConfig) -> Path:
+    """Where uploads land. Created on first use; never cleaned up."""
+
+    d = Path(cfg.tmp_dir) / "ui"
+    d.mkdir(parents=True, exist_ok=True)
+    return d
+
+
+def build_router() -> APIRouter:
+    """Return a fresh router. Kept as a factory so :mod:`ix.app` can wire DI."""
+
+    router = APIRouter(prefix="/ui", tags=["ui"])
+
+    @router.get("", response_class=HTMLResponse)
+    @router.get("/", response_class=HTMLResponse)
+    async def index(request: Request) -> Response:
+        tpl = _templates()
+        return tpl.TemplateResponse(
+            request,
+            "index.html",
+            {
+                "registered_use_cases": sorted(REGISTRY.keys()),
+                "job": None,
+                "form_error": None,
+                "form_values": {},
+            },
+        )
+
+    @router.get("/jobs/{job_id}", response_class=HTMLResponse)
+    async def job_page(
+        request: Request,
+        job_id: UUID,
+        session_factory: Annotated[
+            async_sessionmaker[AsyncSession], Depends(get_session_factory_dep)
+        ],
+    ) -> Response:
+        async with session_factory() as session:
+            job = await jobs_repo.get(session, job_id)
+        if job is None:
+            raise HTTPException(status_code=404, detail="job not found")
+        tpl = _templates()
+        return tpl.TemplateResponse(
+            request,
+            "index.html",
+            {
+                "registered_use_cases": sorted(REGISTRY.keys()),
+                "job": job,
+                "form_error": None,
+                "form_values": {},
+            },
+        )
+
+    @router.get("/jobs/{job_id}/fragment", response_class=HTMLResponse)
+    async def job_fragment(
+        request: Request,
+        job_id: UUID,
+        session_factory: Annotated[
+            async_sessionmaker[AsyncSession], Depends(get_session_factory_dep)
+        ],
+    ) -> Response:
+        async with session_factory() as session:
+            job = await jobs_repo.get(session, job_id)
+        if job is None:
+            raise HTTPException(status_code=404, detail="job not found")
+        response_json: str | None = None
+        if job.response is not None:
+            response_json = json.dumps(
+                job.response.model_dump(mode="json"),
+                indent=2,
+                sort_keys=True,
+                default=str,
+            )
+        tpl = _templates()
+        return tpl.TemplateResponse(
+            request,
+            "job_fragment.html",
+            {"job": job, "response_json": response_json},
+        )
+
+    @router.post("/jobs")
+    async def submit_job(
+        request: Request,
+        session_factory: Annotated[
+            async_sessionmaker[AsyncSession], Depends(get_session_factory_dep)
+        ],
+        pdf: Annotated[UploadFile, File()],
+        use_case_name: Annotated[str, Form()],
+        use_case_mode: Annotated[str, Form()] = "registered",
+        texts: Annotated[str, Form()] = "",
+        ix_client_id: Annotated[str, Form()] = "ui",
+        request_id: Annotated[str, Form()] = "",
+        system_prompt: Annotated[str, Form()] = "",
+        default_model: Annotated[str, Form()] = "",
+        fields_json: Annotated[str, Form()] = "",
+        use_ocr: Annotated[str, Form()] = "",
+        ocr_only: Annotated[str, Form()] = "",
+        include_ocr_text: Annotated[str, Form()] = "",
+        include_geometries: Annotated[str, Form()] = "",
+        gen_ai_model_name: Annotated[str, Form()] = "",
+        include_provenance: Annotated[str, Form()] = "",
+        max_sources_per_field: Annotated[str, Form()] = "10",
+    ) -> Response:
+        cfg = get_config()
+        form_values = {
+            "use_case_mode": use_case_mode,
+            "use_case_name": use_case_name,
+            "ix_client_id": ix_client_id,
+            "request_id": request_id,
+            "texts": texts,
+            "system_prompt": system_prompt,
+            "default_model": default_model,
+            "fields_json": fields_json,
+            "use_ocr": use_ocr,
+            "ocr_only": ocr_only,
+            "include_ocr_text": include_ocr_text,
+            "include_geometries": include_geometries,
+            "gen_ai_model_name": gen_ai_model_name,
+            "include_provenance": include_provenance,
+            "max_sources_per_field": max_sources_per_field,
+        }
+
+        def _rerender(error: str, status: int = 200) -> Response:
+            tpl = _templates()
+            return tpl.TemplateResponse(
+                request,
+                "index.html",
+                {
+                    "registered_use_cases": sorted(REGISTRY.keys()),
+                    "job": None,
+                    "form_error": error,
+                    "form_values": form_values,
+                },
+                status_code=status,
+            )
+
+        # --- Inline use case (optional) ---
+        inline: InlineUseCase | None = None
+        if use_case_mode == "custom":
+            try:
+                raw_fields = json.loads(fields_json)
+            except json.JSONDecodeError as exc:
+                return _rerender(f"Invalid fields JSON: {exc}", status=422)
+            if not isinstance(raw_fields, list):
+                return _rerender(
+                    "Invalid fields JSON: must be a list of field objects",
+                    status=422,
+                )
+            try:
+                parsed = [UseCaseFieldDef.model_validate(f) for f in raw_fields]
+                inline = InlineUseCase(
+                    use_case_name=use_case_name,
+                    system_prompt=system_prompt,
+                    default_model=default_model or None,
+                    fields=parsed,
+                )
+            except Exception as exc:  # pydantic ValidationError or similar
+                return _rerender(
+                    f"Invalid inline use-case definition: {exc}",
+                    status=422,
+                )
+
+        # --- PDF upload ---
+        upload_dir = _ui_tmp_dir(cfg)
+        target = upload_dir / f"{uuid.uuid4().hex}.pdf"
+        # Stream copy with a size cap matching IX_FILE_MAX_BYTES.
+        total = 0
+        limit = cfg.file_max_bytes
+        async with aiofiles.open(target, "wb") as out:
+            while True:
+                chunk = await pdf.read(64 * 1024)
+                if not chunk:
+                    break
+                total += len(chunk)
+                if total > limit:
+                    # Drop the partial file; no stored state.
+                    from contextlib import suppress
+
+                    with suppress(FileNotFoundError):
+                        target.unlink()
+                    return _rerender(
+                        f"PDF exceeds IX_FILE_MAX_BYTES ({limit} bytes)",
+                        status=413,
+                    )
+                await out.write(chunk)
+
+        # --- Build RequestIX ---
+        ctx_texts: list[str] = []
+        if texts.strip():
+            ctx_texts = [texts.strip()]
+
+        req_id = request_id.strip() or uuid.uuid4().hex
+        try:
+            request_ix = RequestIX(
+                use_case=use_case_name or "adhoc",
+                use_case_inline=inline,
+                ix_client_id=(ix_client_id.strip() or "ui"),
+                request_id=req_id,
+                context=Context(
+                    files=[FileRef(url=f"file://{target.resolve()}")],
+                    texts=ctx_texts,
+                ),
+                options=Options(
+                    ocr=OCROptions(
+                        use_ocr=_flag(use_ocr, default=True),
+                        ocr_only=_flag(ocr_only, default=False),
+                        include_ocr_text=_flag(include_ocr_text, default=False),
+                        include_geometries=_flag(include_geometries, default=False),
+                    ),
+                    gen_ai=GenAIOptions(
+                        gen_ai_model_name=(gen_ai_model_name.strip() or None),
+                    ),
+                    provenance=ProvenanceOptions(
+                        include_provenance=_flag(include_provenance, default=True),
+                        max_sources_per_field=int(max_sources_per_field or 10),
+                    ),
+                ),
+            )
+        except Exception as exc:
+            return _rerender(f"Invalid request: {exc}", status=422)
+
+        async with session_factory() as session:
+            job = await jobs_repo.insert_pending(
+                session, request_ix, callback_url=None
+            )
+            await session.commit()
+
+        redirect_to = f"/ui/jobs/{job.job_id}"
+        if request.headers.get("HX-Request", "").lower() == "true":
+            return Response(status_code=200, headers={"HX-Redirect": redirect_to})
+        return RedirectResponse(url=redirect_to, status_code=303)
+
+    return router
+
+
+def _flag(value: str, *, default: bool) -> bool:
+    """HTML forms omit unchecked checkboxes. Treat absence as ``default``."""
+
+    if value == "":
+        return default
+    return value.lower() in ("on", "true", "1", "yes")

src/ix/ui/templates/index.html

@@ -0,0 +1,188 @@
+<!doctype html>
+<html lang="en" data-theme="light">
+<head>
+  <meta charset="utf-8" />
+  <meta name="viewport" content="width=device-width, initial-scale=1" />
+  <title>infoxtractor UI</title>
+  <link
+    rel="stylesheet"
+    href="https://cdn.jsdelivr.net/npm/@picocss/pico@2/css/pico.min.css"
+  />
+  <link
+    rel="stylesheet"
+    href="https://cdnjs.cloudflare.com/ajax/libs/highlight.js/11.10.0/styles/atom-one-light.min.css"
+  />
+  <script src="https://unpkg.com/htmx.org@1.9.12"></script>
+  <script src="https://cdnjs.cloudflare.com/ajax/libs/highlight.js/11.10.0/highlight.min.js"></script>
+  <style>
+    main { padding-top: 2rem; padding-bottom: 4rem; }
+    pre code.hljs { padding: 1rem; border-radius: 0.4rem; }
+    .form-error { color: var(--pico-del-color, #c44); font-weight: 600; }
+    details[open] > summary { margin-bottom: 0.5rem; }
+    .field-hint { font-size: 0.85rem; color: var(--pico-muted-color); }
+  </style>
+</head>
+<body>
+  <main class="container">
+    <hgroup>
+      <h1>infoxtractor</h1>
+      <p>Drop a PDF, pick or define a use case, run the pipeline.</p>
+    </hgroup>
+
+    {% if form_error %}
+      <article class="form-error">
+        <p><strong>Form error:</strong> {{ form_error }}</p>
+      </article>
+    {% endif %}
+
+    <article>
+      <form
+        action="/ui/jobs"
+        method="post"
+        enctype="multipart/form-data"
+        hx-post="/ui/jobs"
+        hx-encoding="multipart/form-data"
+      >
+        <label>
+          PDF file
+          <input type="file" name="pdf" accept="application/pdf" required />
+        </label>
+
+        <label>
+          Extra texts (optional, e.g. Paperless OCR output)
+          <textarea
+            name="texts"
+            rows="3"
+            placeholder="Plain text passed as context.texts[0]"
+          >{{ form_values.get("texts", "") }}</textarea>
+          <small class="field-hint">Whatever you type is submitted as a single entry in <code>context.texts</code>.</small>
+        </label>
+
+        <fieldset>
+          <legend>Use case</legend>
+          <label>
+            <input
+              type="radio"
+              name="use_case_mode"
+              value="registered"
+              {% if form_values.get("use_case_mode", "registered") == "registered" %}checked{% endif %}
+              onchange="document.getElementById('custom-fields').hidden = true"
+            />
+            Registered
+          </label>
+          <label>
+            <input
+              type="radio"
+              name="use_case_mode"
+              value="custom"
+              {% if form_values.get("use_case_mode") == "custom" %}checked{% endif %}
+              onchange="document.getElementById('custom-fields').hidden = false"
+            />
+            Custom (inline)
+          </label>
+
+          <label>
+            Use case name
+            <input
+              type="text"
+              name="use_case_name"
+              list="registered-use-cases"
+              value="{{ form_values.get('use_case_name', 'bank_statement_header') }}"
+              required
+            />
+            <datalist id="registered-use-cases">
+              {% for name in registered_use_cases %}
+              <option value="{{ name }}"></option>
+              {% endfor %}
+            </datalist>
+          </label>
+
+          <div id="custom-fields" {% if form_values.get("use_case_mode") != "custom" %}hidden{% endif %}>
+            <label>
+              System prompt
+              <textarea name="system_prompt" rows="3">{{ form_values.get("system_prompt", "") }}</textarea>
+            </label>
+            <label>
+              Default model (optional)
+              <input
+                type="text"
+                name="default_model"
+                value="{{ form_values.get('default_model', '') }}"
+                placeholder="qwen3:14b"
+              />
+            </label>
+            <label>
+              Fields (JSON list of {name, type, required?, choices?, description?})
+              <textarea name="fields_json" rows="6" placeholder='[{"name": "vendor", "type": "str", "required": true}]'>{{ form_values.get("fields_json", "") }}</textarea>
+              <small class="field-hint">Types: str, int, float, decimal, date, datetime, bool. <code>choices</code> works on <code>str</code> only.</small>
+            </label>
+          </div>
+        </fieldset>
+
+        <details>
+          <summary>Advanced options</summary>
+          <label>
+            Client id
+            <input type="text" name="ix_client_id" value="{{ form_values.get('ix_client_id', 'ui') }}" />
+          </label>
+          <label>
+            Request id (blank → random)
+            <input type="text" name="request_id" value="{{ form_values.get('request_id', '') }}" />
+          </label>
+
+          <fieldset>
+            <legend>OCR</legend>
+            <label><input type="checkbox" name="use_ocr" {% if form_values.get("use_ocr", "on") %}checked{% endif %} /> use_ocr</label>
+            <label><input type="checkbox" name="ocr_only" {% if form_values.get("ocr_only") %}checked{% endif %} /> ocr_only</label>
+            <label><input type="checkbox" name="include_ocr_text" {% if form_values.get("include_ocr_text") %}checked{% endif %} /> include_ocr_text</label>
+            <label><input type="checkbox" name="include_geometries" {% if form_values.get("include_geometries") %}checked{% endif %} /> include_geometries</label>
+          </fieldset>
+
+          <label>
+            GenAI model override (optional)
+            <input type="text" name="gen_ai_model_name" value="{{ form_values.get('gen_ai_model_name', '') }}" />
+          </label>
+
+          <fieldset>
+            <legend>Provenance</legend>
+            <label><input type="checkbox" name="include_provenance" {% if form_values.get("include_provenance", "on") %}checked{% endif %} /> include_provenance</label>
+            <label>
+              max_sources_per_field
+              <input type="number" name="max_sources_per_field" min="1" max="100" value="{{ form_values.get('max_sources_per_field', '10') }}" />
+            </label>
+          </fieldset>
+        </details>
+
+        <button type="submit">Submit</button>
+      </form>
+    </article>
+
+    {% if job %}
+    <article id="job-panel">
+      <header>
+        <strong>Job</strong> <code>{{ job.job_id }}</code>
+        <br /><small>ix_id: <code>{{ job.ix_id }}</code></small>
+      </header>
+      <div
+        id="job-status"
+        hx-get="/ui/jobs/{{ job.job_id }}/fragment"
+        hx-trigger="load"
+        hx-swap="innerHTML"
+      >
+        Loading…
+      </div>
+    </article>
+    {% endif %}
+  </main>
+
+  <script>
+    document.body.addEventListener("htmx:afterSettle", () => {
+      if (window.hljs) {
+        document.querySelectorAll("pre code").forEach((el) => {
+          try { hljs.highlightElement(el); } catch (_) { /* noop */ }
+        });
+      }
+    });
+  </script>
+</body>
+</html>

src/ix/ui/templates/job_fragment.html

@@ -0,0 +1,24 @@
+{#- HTMX fragment rendered into #job-status on the results panel.
+    Pending/running → keep polling every 2s; terminal → render JSON.   -#}
+{% set terminal = job.status in ("done", "error") %}
+<div
+  id="job-fragment"
+  {% if not terminal %}
+  hx-get="/ui/jobs/{{ job.job_id }}/fragment"
+  hx-trigger="every 2s"
+  hx-swap="outerHTML"
+  {% endif %}
+>
+  <p>
+    Status: <strong>{{ job.status }}</strong>
+    {% if not terminal %}
+    <progress></progress>
+    {% endif %}
+  </p>
+
+  {% if terminal and response_json %}
+  <pre><code class="language-json">{{ response_json }}</code></pre>
+  {% elif terminal %}
+  <p><em>No response body.</em></p>
+  {% endif %}
+</div>

src/ix/use_cases/bank_statement_header.py

@@ -26,7 +26,7 @@ class Request(BaseModel):
     model_config = ConfigDict(extra="forbid")
 
     use_case_name: str = "Bank Statement Header"
-    default_model: str = "gpt-oss:20b"
+    default_model: str = "qwen3:14b"
     system_prompt: str = (
         "You extract header metadata from a single bank or credit-card statement. "
         "Return only facts that appear in the document; leave a field null if uncertain. "

src/ix/use_cases/inline.py

@@ -0,0 +1,132 @@
+"""Dynamic Pydantic class builder for caller-supplied use cases.
+
+Input: an :class:`ix.contracts.request.InlineUseCase` carried on the
+:class:`~ix.contracts.request.RequestIX`.
+
+Output: a fresh ``(RequestClass, ResponseClass)`` pair with the same shape
+as a registered use case. The :class:`~ix.pipeline.setup_step.SetupStep`
+calls this when ``request_ix.use_case_inline`` is set, bypassing the
+registry lookup entirely.
+
+The builder returns brand-new classes on every call — safe to call per
+request, so two concurrent jobs can't step on each other's schemas even if
+they happen to share a ``use_case_name``. Validation errors map to
+``IX_001_001`` (same code the registry-miss path uses); the error is
+recoverable from the caller's perspective (fix the JSON and retry), not an
+infra problem.
+"""
+
+from __future__ import annotations
+
+import keyword
+import re
+from datetime import date, datetime
+from decimal import Decimal
+from typing import Any, Literal, cast
+
+from pydantic import BaseModel, ConfigDict, Field, create_model
+
+from ix.contracts.request import InlineUseCase, UseCaseFieldDef
+from ix.errors import IXErrorCode, IXException
+
+# Map the ``UseCaseFieldDef.type`` literal to concrete Python types.
+_TYPE_MAP: dict[str, type] = {
+    "str": str,
+    "int": int,
+    "float": float,
+    "decimal": Decimal,
+    "date": date,
+    "datetime": datetime,
+    "bool": bool,
+}
+
+
+def _fail(detail: str) -> IXException:
+    return IXException(IXErrorCode.IX_001_001, detail=detail)
+
+
+def _valid_field_name(name: str) -> bool:
+    """Require a valid Python identifier that isn't a reserved keyword."""
+
+    return name.isidentifier() and not keyword.iskeyword(name)
+
+
+def _resolve_field_type(field: UseCaseFieldDef) -> Any:
+    """Return the annotation for a single field, with ``choices`` honoured."""
+
+    base = _TYPE_MAP[field.type]
+    if field.choices:
+        if field.type != "str":
+            raise _fail(
+                f"field {field.name!r}: 'choices' is only allowed for "
+                f"type='str' (got {field.type!r})"
+            )
+        return Literal[tuple(field.choices)]  # type: ignore[valid-type]
+    return base
+
+
+def _sanitise_class_name(raw: str) -> str:
+    """``re.sub(r"\\W", "_", name)`` + ``Inline_`` prefix.
+
+    Keeps the generated class name debuggable (shows up in repr / tracebacks)
+    while ensuring it's always a valid Python identifier.
+    """
+
+    return "Inline_" + re.sub(r"\W", "_", raw)
+
+
+def build_use_case_classes(
+    inline: InlineUseCase,
+) -> tuple[type[BaseModel], type[BaseModel]]:
+    """Build a fresh ``(RequestClass, ResponseClass)`` from ``inline``.
+
+    * Every call returns new classes. The caller may cache if desired; the
+      pipeline intentionally does not.
+    * Raises :class:`~ix.errors.IXException` with code
+      :attr:`~ix.errors.IXErrorCode.IX_001_001` on any structural problem
+      (empty fields, bad name, dup name, bad ``choices``).
+    """
+
+    if not inline.fields:
+        raise _fail("inline use case must define at least one field")
+
+    seen: set[str] = set()
+    for fd in inline.fields:
+        if not _valid_field_name(fd.name):
+            raise _fail(f"field name {fd.name!r} is not a valid Python identifier")
+        if fd.name in seen:
+            raise _fail(f"duplicate field name {fd.name!r}")
+        seen.add(fd.name)
+
+    response_fields: dict[str, Any] = {}
+    for fd in inline.fields:
+        annotation = _resolve_field_type(fd)
+        field_info = Field(
+            ...,
+            description=fd.description,
+        ) if fd.required else Field(
+            default=None,
+            description=fd.description,
+        )
+        if not fd.required:
+            annotation = annotation | None
+        response_fields[fd.name] = (annotation, field_info)
+
+    response_cls = create_model(  # type: ignore[call-overload]
+        _sanitise_class_name(inline.use_case_name),
+        __config__=ConfigDict(extra="forbid"),
+        **response_fields,
+    )
+
+    request_cls = create_model(  # type: ignore[call-overload]
+        "Inline_Request_" + re.sub(r"\W", "_", inline.use_case_name),
+        __config__=ConfigDict(extra="forbid"),
+        use_case_name=(str, inline.use_case_name),
+        system_prompt=(str, inline.system_prompt),
+        default_model=(str | None, inline.default_model),
+    )
+
+    return cast(type[BaseModel], request_cls), cast(type[BaseModel], response_cls)
+
+
+__all__ = ["build_use_case_classes"]

src/ix/worker/__init__.py

@@ -0,0 +1,7 @@
+"""Async worker — pulls pending rows and runs the pipeline against them.
+
+The worker is one asyncio task spawned by the FastAPI lifespan (see
+``ix.app``). Single-concurrency per MVP spec (Ollama + Surya both want the
+GPU serially). Production wiring lives in Chunk 4; until then the pipeline
+factory is parameter-injected so tests pass a fakes-only Pipeline.
+"""

src/ix/worker/callback.py

@@ -0,0 +1,44 @@
+"""One-shot webhook callback delivery.
+
+No retries — the caller always has ``GET /jobs/{id}`` as the authoritative
+fallback. We record the delivery outcome (``delivered`` / ``failed``) on the
+row but never change ``status`` based on it; terminal states are stable.
+
+Spec §5 callback semantics: one POST, 2xx → delivered, anything else or
+exception → failed.
+"""
+
+from __future__ import annotations
+
+from typing import Literal
+
+import httpx
+
+from ix.contracts.job import Job
+
+
+async def deliver(
+    callback_url: str,
+    job: Job,
+    timeout_s: int,
+) -> Literal["delivered", "failed"]:
+    """POST the full :class:`Job` body to ``callback_url``; return the outcome.
+
+    ``timeout_s`` caps both connect and read — we don't configure them
+    separately for callbacks because the endpoint is caller-supplied and we
+    don't have a reason to treat slow-to-connect differently from slow-to-
+    respond. Any exception (connection error, timeout, non-2xx) collapses to
+    ``"failed"``.
+    """
+
+    try:
+        async with httpx.AsyncClient(timeout=timeout_s) as client:
+            response = await client.post(
+                callback_url,
+                json=job.model_dump(mode="json"),
+            )
+            if 200 <= response.status_code < 300:
+                return "delivered"
+            return "failed"
+    except Exception:
+        return "failed"

src/ix/worker/loop.py

@@ -0,0 +1,179 @@
+"""Worker loop — claim pending rows, run pipeline, write terminal state.
+
+One ``Worker`` instance per process. The loop body is:
+
+1. Claim the next pending row (``FOR UPDATE SKIP LOCKED``). If none, wait
+   for the notify event or the poll interval, whichever fires first.
+2. Build a fresh Pipeline via the injected factory and run it.
+3. Write the response via ``mark_done`` (spec's ``done iff error is None``
+   invariant). If the pipeline itself raised (it shouldn't — steps catch
+   IXException internally — but belt-and-braces), we stuff an
+   ``IX_002_000`` into ``response.error`` and mark_error.
+4. If the job has a ``callback_url``, POST once, record the outcome.
+
+Startup pre-amble:
+
+* Run ``sweep_orphans(now, 2 * IX_PIPELINE_REQUEST_TIMEOUT_SECONDS)`` once
+  before the loop starts. Recovers rows left in ``running`` by a crashed
+  previous process.
+
+The "wait for work" hook is a callable so Task 3.6's PgQueueListener can
+plug in later without the worker needing to know anything about LISTEN.
+"""
+
+from __future__ import annotations
+
+import asyncio
+from collections.abc import Callable
+from datetime import UTC, datetime
+from typing import TYPE_CHECKING
+
+from ix.contracts.response import ResponseIX
+from ix.errors import IXErrorCode, IXException
+from ix.pipeline.pipeline import Pipeline
+from ix.store import jobs_repo
+from ix.worker import callback as cb
+
+if TYPE_CHECKING:
+    from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker
+
+PipelineFactory = Callable[[], Pipeline]
+WaitForWork = Callable[[float], "asyncio.Future[None] | asyncio.Task[None]"]
+
+
+class Worker:
+    """Single-concurrency worker loop.
+
+    Parameters
+    ----------
+    session_factory:
+        async_sessionmaker bound to an engine on the current event loop.
+    pipeline_factory:
+        Zero-arg callable returning a fresh :class:`Pipeline`. In production
+        this builds the real pipeline with Ollama + Surya; in tests it
+        returns a Pipeline of fakes.
+    poll_interval_seconds:
+        Fallback poll cadence when no notify wakes us (spec: 10 s default).
+    max_running_seconds:
+        Threshold passed to :func:`sweep_orphans` at startup.
+        Production wiring passes ``2 * IX_PIPELINE_REQUEST_TIMEOUT_SECONDS``.
+    callback_timeout_seconds:
+        Timeout for the webhook POST per spec §5.
+    wait_for_work:
+        Optional coroutine-factory. When set, the worker awaits it instead
+        of ``asyncio.sleep``. Task 3.6 passes the PgQueueListener's
+        notify-or-poll helper.
+    """
+
+    def __init__(
+        self,
+        *,
+        session_factory: async_sessionmaker[AsyncSession],
+        pipeline_factory: PipelineFactory,
+        poll_interval_seconds: float = 10.0,
+        max_running_seconds: int = 5400,
+        callback_timeout_seconds: int = 10,
+        wait_for_work: Callable[[float], asyncio.Future[None]] | None = None,
+    ) -> None:
+        self._session_factory = session_factory
+        self._pipeline_factory = pipeline_factory
+        self._poll_interval = poll_interval_seconds
+        self._max_running_seconds = max_running_seconds
+        self._callback_timeout = callback_timeout_seconds
+        self._wait_for_work = wait_for_work
+
+    async def run(self, stop: asyncio.Event) -> None:
+        """Drive the claim-run-write-callback loop until ``stop`` is set."""
+
+        await self._startup_sweep()
+
+        while not stop.is_set():
+            async with self._session_factory() as session:
+                job = await jobs_repo.claim_next_pending(session)
+                await session.commit()
+
+            if job is None:
+                await self._sleep_or_wake(stop)
+                continue
+
+            await self._run_one(job)
+
+    async def _startup_sweep(self) -> None:
+        """Rescue ``running`` rows left behind by a previous crash."""
+
+        async with self._session_factory() as session:
+            await jobs_repo.sweep_orphans(
+                session,
+                datetime.now(UTC),
+                self._max_running_seconds,
+            )
+            await session.commit()
+
+    async def _sleep_or_wake(self, stop: asyncio.Event) -> None:
+        """Either run the custom wait hook or sleep the poll interval.
+
+        We cap the wait at either the poll interval or the stop signal,
+        whichever fires first — without this, a worker with no notify hook
+        would happily sleep for 10 s while the outer app is trying to shut
+        down.
+        """
+
+        stop_task = asyncio.create_task(stop.wait())
+        try:
+            if self._wait_for_work is not None:
+                wake_task = asyncio.ensure_future(
+                    self._wait_for_work(self._poll_interval)
+                )
+            else:
+                wake_task = asyncio.create_task(
+                    asyncio.sleep(self._poll_interval)
+                )
+            try:
+                await asyncio.wait(
+                    {stop_task, wake_task},
+                    return_when=asyncio.FIRST_COMPLETED,
+                )
+            finally:
+                if not wake_task.done():
+                    wake_task.cancel()
+        finally:
+            if not stop_task.done():
+                stop_task.cancel()
+
+    async def _run_one(self, job) -> None:  # type: ignore[no-untyped-def]
+        """Run the pipeline for one job; persist the outcome + callback."""
+
+        pipeline = self._pipeline_factory()
+        try:
+            response = await pipeline.start(job.request)
+        except Exception as exc:
+            # The pipeline normally catches IXException itself. Non-IX
+            # failures land here. We wrap the message in IX_002_000 so the
+            # caller sees a stable code.
+            ix_exc = IXException(IXErrorCode.IX_002_000, detail=str(exc))
+            response = ResponseIX(error=str(ix_exc))
+            async with self._session_factory() as session:
+                await jobs_repo.mark_error(session, job.job_id, response)
+                await session.commit()
+        else:
+            async with self._session_factory() as session:
+                await jobs_repo.mark_done(session, job.job_id, response)
+                await session.commit()
+
+        if job.callback_url:
+            await self._deliver_callback(job.job_id, job.callback_url)
+
+    async def _deliver_callback(self, job_id, callback_url: str) -> None:  # type: ignore[no-untyped-def]
+        # Re-fetch the job so the callback payload reflects the final terminal
+        # state + response. Cheaper than threading the freshly-marked state
+        # back out of ``mark_done``, and keeps the callback body canonical.
+        async with self._session_factory() as session:
+            final = await jobs_repo.get(session, job_id)
+        if final is None:
+            return
+        status = await cb.deliver(callback_url, final, self._callback_timeout)
+        async with self._session_factory() as session:
+            await jobs_repo.update_callback_status(session, job_id, status)
+            await session.commit()
+
+

tests/integration/conftest.py

@@ -0,0 +1,124 @@
+"""Integration-test fixtures — real Postgres required.
+
+Policy: tests that import these fixtures skip cleanly when no DB is
+configured. We check ``IX_TEST_DATABASE_URL`` first (local developer
+override, usually a disposable docker container), then ``IX_POSTGRES_URL``
+(what Forgejo Actions already sets). If neither is present the fixture
+short-circuits with ``pytest.skip`` so a developer running
+``pytest tests/unit`` in an unconfigured shell doesn't see the integration
+suite hang or raise cryptic ``OperationalError``.
+
+Schema lifecycle:
+
+* session scope: ``alembic upgrade head`` once, ``alembic downgrade base``
+  at session end. We tried ``Base.metadata.create_all`` at first — faster,
+  but it meant migrations stayed untested by the integration suite and a
+  developer who broke ``001_initial_ix_jobs.py`` wouldn't find out until
+  deploy. Current shape keeps migrations in the hot path.
+* per-test: ``TRUNCATE ix_jobs`` (via the ``_reset_schema`` autouse fixture)
+  — faster than recreating the schema and preserves indexes/constraints so
+  tests that want to assert ON a unique-violation path actually get one.
+"""
+
+from __future__ import annotations
+
+import os
+import subprocess
+import sys
+from collections.abc import AsyncIterator, Iterator
+from pathlib import Path
+
+import pytest
+import pytest_asyncio
+from sqlalchemy.ext.asyncio import (
+    AsyncEngine,
+    AsyncSession,
+    async_sessionmaker,
+    create_async_engine,
+)
+
+REPO_ROOT = Path(__file__).resolve().parents[2]
+
+
+def _resolve_postgres_url() -> str | None:
+    """Pick the database URL per policy: test override → CI URL → none."""
+
+    return os.environ.get("IX_TEST_DATABASE_URL") or os.environ.get("IX_POSTGRES_URL")
+
+
+@pytest.fixture(scope="session")
+def postgres_url() -> str:
+    url = _resolve_postgres_url()
+    if not url:
+        pytest.skip(
+            "no postgres configured — set IX_TEST_DATABASE_URL or IX_POSTGRES_URL"
+        )
+    return url
+
+
+def _run_alembic(direction: str, postgres_url: str) -> None:
+    """Invoke Alembic in a subprocess so its ``asyncio.run`` inside ``env.py``
+    doesn't collide with the pytest-asyncio event loop.
+
+    We pass the URL via ``IX_POSTGRES_URL`` — not ``-x url=...`` — because
+    percent-encoded characters in developer passwords trip up alembic's
+    configparser-backed ini loader. The env var lane skips configparser.
+    """
+
+    env = os.environ.copy()
+    env["IX_POSTGRES_URL"] = postgres_url
+    subprocess.run(
+        [sys.executable, "-m", "alembic", direction, "head" if direction == "upgrade" else "base"],
+        cwd=REPO_ROOT,
+        env=env,
+        check=True,
+    )
+
+
+@pytest.fixture(scope="session", autouse=True)
+def _prepare_schema(postgres_url: str) -> Iterator[None]:
+    """Run migrations once per session, torn down at the end.
+
+    pytest-asyncio creates one event loop per test (function-scoped by
+    default) and asyncpg connections can't survive a loop switch. That
+    forces a function-scoped engine below — but migrations are expensive,
+    so we keep those session-scoped via a subprocess call (no loop
+    involvement at all).
+    """
+
+    _run_alembic("downgrade", postgres_url)
+    _run_alembic("upgrade", postgres_url)
+    yield
+    _run_alembic("downgrade", postgres_url)
+
+
+@pytest_asyncio.fixture
+async def engine(postgres_url: str) -> AsyncIterator[AsyncEngine]:
+    """Per-test async engine.
+
+    Built fresh each test so its asyncpg connections live on the same loop
+    as the test itself. Dispose on teardown — otherwise asyncpg leaks tasks
+    into the next test's loop and we get ``got Future attached to a
+    different loop`` errors on the second test in a file.
+    """
+
+    eng = create_async_engine(postgres_url, pool_pre_ping=True)
+    try:
+        yield eng
+    finally:
+        await eng.dispose()
+
+
+@pytest_asyncio.fixture
+async def session_factory(engine: AsyncEngine) -> async_sessionmaker[AsyncSession]:
+    """Per-test session factory. ``expire_on_commit=False`` per prod parity."""
+
+    return async_sessionmaker(engine, expire_on_commit=False)
+
+
+@pytest_asyncio.fixture(autouse=True)
+async def _reset_schema(engine: AsyncEngine) -> None:
+    """Truncate ix_jobs between tests so each test starts from empty state."""
+
+    async with engine.begin() as conn:
+        await conn.exec_driver_sql("TRUNCATE ix_jobs")

tests/integration/test_jobs_repo.py

@@ -0,0 +1,367 @@
+"""Integration tests for :mod:`ix.store.jobs_repo` — run against a real DB.
+
+Every test exercises one repo method end-to-end. A few go further and
+concurrently spin up two sessions to demonstrate the claim query behaves
+correctly under ``SKIP LOCKED`` (two claimers should never see the same row).
+
+Skipped cleanly when no Postgres is configured — see integration/conftest.py.
+"""
+
+from __future__ import annotations
+
+import asyncio
+from datetime import UTC, datetime, timedelta
+from typing import TYPE_CHECKING
+from uuid import UUID, uuid4
+
+from ix.contracts.request import Context, RequestIX
+from ix.contracts.response import ResponseIX
+from ix.store import jobs_repo
+
+if TYPE_CHECKING:
+    from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker
+
+
+def _make_request(client: str = "mammon", request_id: str = "r-1") -> RequestIX:
+    return RequestIX(
+        use_case="bank_statement_header",
+        ix_client_id=client,
+        request_id=request_id,
+        context=Context(texts=["hello"]),
+    )
+
+
+async def test_insert_pending_creates_row_and_assigns_ix_id(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    async with session_factory() as session:
+        job = await jobs_repo.insert_pending(
+            session, _make_request(), callback_url=None
+        )
+        await session.commit()
+
+    assert job.status == "pending"
+    assert isinstance(job.job_id, UUID)
+    # ix_id is a 16-hex string per spec §3 — transport-assigned.
+    assert isinstance(job.ix_id, str)
+    assert len(job.ix_id) == 16
+    assert all(c in "0123456789abcdef" for c in job.ix_id)
+    assert job.attempts == 0
+
+
+async def test_insert_pending_is_idempotent_on_correlation_key(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    """(client_id, request_id) collides → existing row comes back unchanged."""
+
+    async with session_factory() as session:
+        first = await jobs_repo.insert_pending(
+            session, _make_request("mammon", "same-id"), callback_url="http://x/cb"
+        )
+        await session.commit()
+
+    async with session_factory() as session:
+        second = await jobs_repo.insert_pending(
+            session, _make_request("mammon", "same-id"), callback_url="http://y/cb"
+        )
+        await session.commit()
+
+    assert second.job_id == first.job_id
+    assert second.ix_id == first.ix_id
+    # The callback_url of the FIRST insert wins — we don't overwrite.
+    assert second.callback_url == "http://x/cb"
+
+
+async def test_get_returns_full_job(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    async with session_factory() as session:
+        inserted = await jobs_repo.insert_pending(
+            session, _make_request(), callback_url=None
+        )
+        await session.commit()
+
+    async with session_factory() as session:
+        fetched = await jobs_repo.get(session, inserted.job_id)
+
+    assert fetched is not None
+    assert fetched.job_id == inserted.job_id
+    assert fetched.request.use_case == "bank_statement_header"
+    assert fetched.status == "pending"
+
+
+async def test_get_unknown_id_returns_none(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    async with session_factory() as session:
+        result = await jobs_repo.get(session, uuid4())
+    assert result is None
+
+
+async def test_get_by_correlation(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    async with session_factory() as session:
+        inserted = await jobs_repo.insert_pending(
+            session, _make_request("mammon", "req-42"), callback_url=None
+        )
+        await session.commit()
+
+    async with session_factory() as session:
+        found = await jobs_repo.get_by_correlation(session, "mammon", "req-42")
+    assert found is not None
+    assert found.job_id == inserted.job_id
+
+    async with session_factory() as session:
+        missing = await jobs_repo.get_by_correlation(session, "mammon", "nope")
+    assert missing is None
+
+
+async def test_claim_next_pending_advances_status(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    async with session_factory() as session:
+        inserted = await jobs_repo.insert_pending(
+            session, _make_request(), callback_url=None
+        )
+        await session.commit()
+
+    async with session_factory() as session:
+        claimed = await jobs_repo.claim_next_pending(session)
+        await session.commit()
+
+    assert claimed is not None
+    assert claimed.job_id == inserted.job_id
+    assert claimed.status == "running"
+    assert claimed.started_at is not None
+
+
+async def test_claim_next_pending_returns_none_when_empty(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    async with session_factory() as session:
+        claimed = await jobs_repo.claim_next_pending(session)
+        await session.commit()
+    assert claimed is None
+
+
+async def test_claim_next_pending_skips_locked(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    """Two concurrent claimers pick different rows (SKIP LOCKED in action)."""
+
+    async with session_factory() as session:
+        a = await jobs_repo.insert_pending(
+            session, _make_request("c", "a"), callback_url=None
+        )
+        b = await jobs_repo.insert_pending(
+            session, _make_request("c", "b"), callback_url=None
+        )
+        await session.commit()
+
+    session_a = session_factory()
+    session_b = session_factory()
+    try:
+        # Start the first claim but *don't* commit yet — its row is locked.
+        first = await jobs_repo.claim_next_pending(session_a)
+        # Second claimer runs while the first is still holding its lock. It
+        # must see the 'a' row as pending but SKIP it, returning the 'b' row.
+        second = await jobs_repo.claim_next_pending(session_b)
+
+        assert first is not None and second is not None
+        assert {first.job_id, second.job_id} == {a.job_id, b.job_id}
+        assert first.job_id != second.job_id
+
+        await session_a.commit()
+        await session_b.commit()
+    finally:
+        await session_a.close()
+        await session_b.close()
+
+
+async def test_mark_done_writes_response_and_finishes(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    async with session_factory() as session:
+        inserted = await jobs_repo.insert_pending(
+            session, _make_request(), callback_url=None
+        )
+        await session.commit()
+
+    response = ResponseIX(
+        use_case="bank_statement_header",
+        ix_client_id="mammon",
+        request_id="r-1",
+    )
+
+    async with session_factory() as session:
+        await jobs_repo.mark_done(session, inserted.job_id, response)
+        await session.commit()
+
+    async with session_factory() as session:
+        after = await jobs_repo.get(session, inserted.job_id)
+    assert after is not None
+    assert after.status == "done"
+    assert after.response is not None
+    assert after.finished_at is not None
+
+
+async def test_mark_done_with_error_response_moves_to_error(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    """`done` iff response.error is None — otherwise status='error'."""
+
+    async with session_factory() as session:
+        inserted = await jobs_repo.insert_pending(
+            session, _make_request(), callback_url=None
+        )
+        await session.commit()
+
+    bad = ResponseIX(error="IX_002_000: boom")
+
+    async with session_factory() as session:
+        await jobs_repo.mark_done(session, inserted.job_id, bad)
+        await session.commit()
+
+    async with session_factory() as session:
+        after = await jobs_repo.get(session, inserted.job_id)
+    assert after is not None
+    assert after.status == "error"
+    assert after.response is not None
+    assert (after.response.error or "").startswith("IX_002_000")
+
+
+async def test_mark_error_always_error(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    async with session_factory() as session:
+        inserted = await jobs_repo.insert_pending(
+            session, _make_request(), callback_url=None
+        )
+        await session.commit()
+
+    bad = ResponseIX(error="IX_000_005: unsupported")
+
+    async with session_factory() as session:
+        await jobs_repo.mark_error(session, inserted.job_id, bad)
+        await session.commit()
+
+    async with session_factory() as session:
+        after = await jobs_repo.get(session, inserted.job_id)
+    assert after is not None
+    assert after.status == "error"
+
+
+async def test_update_callback_status(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    async with session_factory() as session:
+        inserted = await jobs_repo.insert_pending(
+            session, _make_request(), callback_url="http://cb"
+        )
+        await session.commit()
+
+    async with session_factory() as session:
+        await jobs_repo.update_callback_status(session, inserted.job_id, "delivered")
+        await session.commit()
+
+    async with session_factory() as session:
+        after = await jobs_repo.get(session, inserted.job_id)
+    assert after is not None
+    assert after.callback_status == "delivered"
+
+
+async def test_sweep_orphans_resets_stale_running(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    """Running rows older than (now - max_running_seconds) go back to pending."""
+
+    async with session_factory() as session:
+        inserted = await jobs_repo.insert_pending(
+            session, _make_request(), callback_url=None
+        )
+        await session.commit()
+
+    # Backdate started_at by an hour to simulate a crashed worker mid-job.
+    async with session_factory() as session:
+        from sqlalchemy import text
+
+        stale = datetime.now(UTC) - timedelta(hours=1)
+        await session.execute(
+            text(
+                "UPDATE ix_jobs SET status='running', started_at=:t "
+                "WHERE job_id=:jid"
+            ),
+            {"t": stale, "jid": inserted.job_id},
+        )
+        await session.commit()
+
+    # Max age of 60 s → our hour-old row gets swept.
+    async with session_factory() as session:
+        rescued = await jobs_repo.sweep_orphans(
+            session, datetime.now(UTC), max_running_seconds=60
+        )
+        await session.commit()
+
+    assert inserted.job_id in rescued
+    async with session_factory() as session:
+        after = await jobs_repo.get(session, inserted.job_id)
+    assert after is not None
+    assert after.status == "pending"
+    assert after.attempts == 1
+
+
+async def test_sweep_orphans_leaves_fresh_running_alone(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    """A just-claimed row must not get reclaimed by the sweeper."""
+
+    async with session_factory() as session:
+        await jobs_repo.insert_pending(session, _make_request(), callback_url=None)
+        await session.commit()
+
+    async with session_factory() as session:
+        claimed = await jobs_repo.claim_next_pending(session)
+        await session.commit()
+    assert claimed is not None
+
+    # Sweep with a huge threshold (1 hour). Our just-claimed row is fresh, so
+    # it stays running.
+    async with session_factory() as session:
+        rescued = await jobs_repo.sweep_orphans(
+            session, datetime.now(UTC), max_running_seconds=3600
+        )
+        await session.commit()
+
+    assert rescued == []
+
+    async with session_factory() as session:
+        after = await jobs_repo.get(session, claimed.job_id)
+    assert after is not None
+    assert after.status == "running"
+
+
+async def test_concurrent_claim_never_double_dispatches(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    """Spin a batch of concurrent claimers; every insert is claimed exactly once."""
+
+    async with session_factory() as session:
+        ids = []
+        for i in range(5):
+            job = await jobs_repo.insert_pending(
+                session, _make_request("mass", f"r-{i}"), callback_url=None
+            )
+            ids.append(job.job_id)
+        await session.commit()
+
+    async def claim_one() -> UUID | None:
+        async with session_factory() as session:
+            claimed = await jobs_repo.claim_next_pending(session)
+            await session.commit()
+            return claimed.job_id if claimed else None
+
+    results = await asyncio.gather(*(claim_one() for _ in range(10)))
+    non_null = [r for r in results if r is not None]
+    # Every inserted id appears at most once.
+    assert sorted(non_null) == sorted(ids)

tests/integration/test_pg_queue_adapter.py

@@ -0,0 +1,153 @@
+"""Integration tests for the PgQueueListener + worker integration (Task 3.6).
+
+Two scenarios:
+
+1. NOTIFY delivered — worker wakes within ~1 s and picks the row up.
+2. Missed NOTIFY — the row still gets picked up by the fallback poll.
+
+Both run a real worker + listener against a live Postgres. We drive them via
+``asyncio.gather`` + a "until done" watchdog.
+"""
+
+from __future__ import annotations
+
+import asyncio
+from typing import TYPE_CHECKING
+
+from sqlalchemy import text
+
+from ix.adapters.pg_queue.listener import PgQueueListener, asyncpg_dsn_from_sqlalchemy_url
+from ix.contracts.request import Context, RequestIX
+from ix.pipeline.pipeline import Pipeline
+from ix.pipeline.step import Step
+from ix.store import jobs_repo
+from ix.worker.loop import Worker
+
+if TYPE_CHECKING:
+    from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker
+
+
+class _PassingStep(Step):
+    """Same minimal fake as test_worker_loop — keeps these suites independent."""
+
+    step_name = "fake_pass"
+
+    async def validate(self, request_ix, response_ix):  # type: ignore[no-untyped-def]
+        return True
+
+    async def process(self, request_ix, response_ix):  # type: ignore[no-untyped-def]
+        response_ix.use_case = request_ix.use_case
+        return response_ix
+
+
+def _factory() -> Pipeline:
+    return Pipeline(steps=[_PassingStep()])
+
+
+async def _wait_for_status(
+    session_factory: async_sessionmaker[AsyncSession],
+    job_id,
+    target: str,
+    timeout_s: float,
+) -> bool:
+    deadline = asyncio.get_event_loop().time() + timeout_s
+    while asyncio.get_event_loop().time() < deadline:
+        async with session_factory() as session:
+            job = await jobs_repo.get(session, job_id)
+        if job is not None and job.status == target:
+            return True
+        await asyncio.sleep(0.1)
+    return False
+
+
+async def test_notify_wakes_worker_within_2s(
+    session_factory: async_sessionmaker[AsyncSession],
+    postgres_url: str,
+) -> None:
+    """Direct INSERT + NOTIFY → worker picks it up fast (not via the poll)."""
+
+    listener = PgQueueListener(dsn=asyncpg_dsn_from_sqlalchemy_url(postgres_url))
+    await listener.start()
+
+    worker = Worker(
+        session_factory=session_factory,
+        pipeline_factory=_factory,
+        # 60 s fallback poll — if we still find the row within 2 s it's
+        # because NOTIFY woke us, not the poll.
+        poll_interval_seconds=60.0,
+        max_running_seconds=3600,
+        wait_for_work=listener.wait_for_work,
+    )
+    stop = asyncio.Event()
+    worker_task = asyncio.create_task(worker.run(stop))
+
+    # Give the worker one tick to reach the sleep_or_wake branch.
+    await asyncio.sleep(0.3)
+
+    # Insert a pending row manually + NOTIFY — simulates a direct-SQL client
+    # like an external batch script.
+    request = RequestIX(
+        use_case="bank_statement_header",
+        ix_client_id="pgq",
+        request_id="notify-1",
+        context=Context(texts=["hi"]),
+    )
+    async with session_factory() as session:
+        job = await jobs_repo.insert_pending(session, request, callback_url=None)
+        await session.commit()
+    async with session_factory() as session:
+        await session.execute(
+            text(f"NOTIFY ix_jobs_new, '{job.job_id}'")
+        )
+        await session.commit()
+
+    assert await _wait_for_status(session_factory, job.job_id, "done", 3.0), (
+        "worker didn't pick up the NOTIFY'd row in time"
+    )
+
+    stop.set()
+    await worker_task
+    await listener.stop()
+
+
+async def test_missed_notify_falls_back_to_poll(
+    session_factory: async_sessionmaker[AsyncSession],
+    postgres_url: str,
+) -> None:
+    """Row lands without a NOTIFY; fallback poll still picks it up."""
+
+    listener = PgQueueListener(dsn=asyncpg_dsn_from_sqlalchemy_url(postgres_url))
+    await listener.start()
+
+    worker = Worker(
+        session_factory=session_factory,
+        pipeline_factory=_factory,
+        # Short poll so the fallback kicks in quickly — we need the test
+        # to finish in seconds, not the spec's 10 s.
+        poll_interval_seconds=0.5,
+        max_running_seconds=3600,
+        wait_for_work=listener.wait_for_work,
+    )
+    stop = asyncio.Event()
+    worker_task = asyncio.create_task(worker.run(stop))
+
+    await asyncio.sleep(0.3)
+
+    # Insert without NOTIFY: simulate a buggy writer.
+    request = RequestIX(
+        use_case="bank_statement_header",
+        ix_client_id="pgq",
+        request_id="missed-1",
+        context=Context(texts=["hi"]),
+    )
+    async with session_factory() as session:
+        job = await jobs_repo.insert_pending(session, request, callback_url=None)
+        await session.commit()
+
+    assert await _wait_for_status(session_factory, job.job_id, "done", 5.0), (
+        "fallback poll didn't pick up the row"
+    )
+
+    stop.set()
+    await worker_task
+    await listener.stop()

tests/integration/test_rest_adapter.py

@@ -0,0 +1,179 @@
+"""Integration tests for the FastAPI REST adapter (spec §5).
+
+Uses ``fastapi.testclient.TestClient`` against a real DB. Ollama / OCR probes
+are stubbed via the DI hooks the routes expose for testing — in Chunk 4 the
+production probes swap in.
+"""
+
+from __future__ import annotations
+
+from collections.abc import Iterator
+from uuid import uuid4
+
+import pytest
+from fastapi.testclient import TestClient
+from sqlalchemy.ext.asyncio import async_sessionmaker, create_async_engine
+
+from ix.adapters.rest.routes import Probes, get_probes, get_session_factory_dep
+from ix.app import create_app
+
+
+def _factory_for_url(postgres_url: str):  # type: ignore[no-untyped-def]
+    """Build a TestClient-compatible session factory.
+
+    TestClient runs the ASGI app on its own dedicated event loop (the one it
+    creates in its sync wrapper), distinct from the per-test loop
+    pytest-asyncio gives direct tests. Session factories must therefore be
+    constructed from an engine that was itself created on that inner loop.
+    We do this lazily: each dependency resolution creates a fresh engine +
+    factory on the current running loop, which is the TestClient's loop at
+    route-invocation time. Engine reuse would drag the cross-loop futures
+    that asyncpg hates back in.
+    """
+
+    def _factory():  # type: ignore[no-untyped-def]
+        eng = create_async_engine(postgres_url, pool_pre_ping=True)
+        return async_sessionmaker(eng, expire_on_commit=False)
+
+    return _factory
+
+
+@pytest.fixture
+def app(postgres_url: str) -> Iterator[TestClient]:
+    """Spin up the FastAPI app wired to the test DB + stub probes."""
+
+    app_obj = create_app(spawn_worker=False)
+    app_obj.dependency_overrides[get_session_factory_dep] = _factory_for_url(
+        postgres_url
+    )
+    app_obj.dependency_overrides[get_probes] = lambda: Probes(
+        ollama=lambda: "ok",
+        ocr=lambda: "ok",
+    )
+    with TestClient(app_obj) as client:
+        yield client
+
+
+def _valid_request_body(client_id: str = "mammon", request_id: str = "r-1") -> dict:
+    return {
+        "use_case": "bank_statement_header",
+        "ix_client_id": client_id,
+        "request_id": request_id,
+        "context": {"texts": ["hello world"]},
+    }
+
+
+def test_post_jobs_creates_pending(app: TestClient) -> None:
+    resp = app.post("/jobs", json=_valid_request_body())
+    assert resp.status_code == 201, resp.text
+    body = resp.json()
+    assert body["status"] == "pending"
+    assert len(body["ix_id"]) == 16
+    assert body["job_id"]
+
+
+def test_post_jobs_idempotent_returns_200(app: TestClient) -> None:
+    first = app.post("/jobs", json=_valid_request_body("m", "dup"))
+    assert first.status_code == 201
+    first_body = first.json()
+
+    second = app.post("/jobs", json=_valid_request_body("m", "dup"))
+    assert second.status_code == 200
+    second_body = second.json()
+    assert second_body["job_id"] == first_body["job_id"]
+    assert second_body["ix_id"] == first_body["ix_id"]
+
+
+def test_get_job_by_id(app: TestClient) -> None:
+    created = app.post("/jobs", json=_valid_request_body()).json()
+    resp = app.get(f"/jobs/{created['job_id']}")
+    assert resp.status_code == 200
+    body = resp.json()
+    assert body["job_id"] == created["job_id"]
+    assert body["request"]["use_case"] == "bank_statement_header"
+    assert body["status"] == "pending"
+
+
+def test_get_job_404(app: TestClient) -> None:
+    resp = app.get(f"/jobs/{uuid4()}")
+    assert resp.status_code == 404
+
+
+def test_get_by_correlation_query(app: TestClient) -> None:
+    created = app.post("/jobs", json=_valid_request_body("mammon", "corr-1")).json()
+    resp = app.get("/jobs", params={"client_id": "mammon", "request_id": "corr-1"})
+    assert resp.status_code == 200
+    assert resp.json()["job_id"] == created["job_id"]
+
+    missing = app.get("/jobs", params={"client_id": "mammon", "request_id": "nope"})
+    assert missing.status_code == 404
+
+
+def test_healthz_all_ok(app: TestClient) -> None:
+    resp = app.get("/healthz")
+    assert resp.status_code == 200, resp.text
+    body = resp.json()
+    assert body["postgres"] == "ok"
+    assert body["ollama"] == "ok"
+    assert body["ocr"] == "ok"
+
+
+def test_healthz_503_on_postgres_fail(postgres_url: str) -> None:
+    """Broken postgres probe → 503. Ollama/OCR still surface in the body."""
+
+    app_obj = create_app(spawn_worker=False)
+
+    def _bad_factory():  # type: ignore[no-untyped-def]
+        def _raise():  # type: ignore[no-untyped-def]
+            raise RuntimeError("db down")
+
+        return _raise
+
+    app_obj.dependency_overrides[get_session_factory_dep] = _bad_factory
+    app_obj.dependency_overrides[get_probes] = lambda: Probes(
+        ollama=lambda: "ok", ocr=lambda: "ok"
+    )
+
+    with TestClient(app_obj) as client:
+        resp = client.get("/healthz")
+    assert resp.status_code == 503
+    body = resp.json()
+    assert body["postgres"] == "fail"
+
+
+def test_healthz_degraded_ollama_is_503(postgres_url: str) -> None:
+    """Per spec §5: degraded flips HTTP to 503 (only all-ok yields 200)."""
+
+    app_obj = create_app(spawn_worker=False)
+    app_obj.dependency_overrides[get_session_factory_dep] = _factory_for_url(
+        postgres_url
+    )
+    app_obj.dependency_overrides[get_probes] = lambda: Probes(
+        ollama=lambda: "degraded", ocr=lambda: "ok"
+    )
+
+    with TestClient(app_obj) as client:
+        resp = client.get("/healthz")
+    assert resp.status_code == 503
+    assert resp.json()["ollama"] == "degraded"
+
+
+def test_metrics_shape(app: TestClient) -> None:
+    # Submit a couple of pending jobs to populate counters.
+    app.post("/jobs", json=_valid_request_body("mm", "a"))
+    app.post("/jobs", json=_valid_request_body("mm", "b"))
+
+    resp = app.get("/metrics")
+    assert resp.status_code == 200
+    body = resp.json()
+    for key in (
+        "jobs_pending",
+        "jobs_running",
+        "jobs_done_24h",
+        "jobs_error_24h",
+        "by_use_case_seconds",
+    ):
+        assert key in body
+    assert body["jobs_pending"] == 2
+    assert body["jobs_running"] == 0
+    assert isinstance(body["by_use_case_seconds"], dict)

tests/integration/test_ui_routes.py

@@ -0,0 +1,350 @@
+"""Integration tests for the `/ui` router (spec §PR 2).
+
+Covers the full round-trip through `POST /ui/jobs` — the handler parses
+multipart form data into a `RequestIX` and hands it to
+`ix.store.jobs_repo.insert_pending`, the same entry point the REST adapter
+uses. Tests assert the job row exists with the right client/request ids and
+that custom-use-case forms produce a `use_case_inline` block in the stored
+request JSON.
+
+The DB-touching tests depend on the shared integration conftest which
+spins up migrations against the configured Postgres; the pure-template
+tests (`GET /ui` and the fragment renderer) still need a factory but
+won't actually query — they're cheap.
+"""
+
+from __future__ import annotations
+
+import json
+from collections.abc import Iterator
+from pathlib import Path
+from uuid import uuid4
+
+import pytest
+from fastapi.testclient import TestClient
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import async_sessionmaker, create_async_engine
+
+from ix.adapters.rest.routes import Probes, get_probes, get_session_factory_dep
+from ix.app import create_app
+from ix.store.models import IxJob
+
+FIXTURE_DIR = Path(__file__).resolve().parents[1] / "fixtures"
+FIXTURE_PDF = FIXTURE_DIR / "synthetic_giro.pdf"
+
+
+def _factory_for_url(postgres_url: str):  # type: ignore[no-untyped-def]
+    def _factory():  # type: ignore[no-untyped-def]
+        eng = create_async_engine(postgres_url, pool_pre_ping=True)
+        return async_sessionmaker(eng, expire_on_commit=False)
+
+    return _factory
+
+
+@pytest.fixture
+def app(postgres_url: str) -> Iterator[TestClient]:
+    app_obj = create_app(spawn_worker=False)
+    app_obj.dependency_overrides[get_session_factory_dep] = _factory_for_url(
+        postgres_url
+    )
+    app_obj.dependency_overrides[get_probes] = lambda: Probes(
+        ollama=lambda: "ok", ocr=lambda: "ok"
+    )
+    with TestClient(app_obj) as client:
+        yield client
+
+
+class TestIndexPage:
+    def test_index_returns_html(self, app: TestClient) -> None:
+        resp = app.get("/ui")
+        assert resp.status_code == 200
+        assert "text/html" in resp.headers["content-type"]
+        body = resp.text
+        # Dropdown prefilled with the registered use case.
+        assert "bank_statement_header" in body
+        # Marker for the submission form.
+        assert '<form' in body
+
+    def test_static_mount_is_reachable(self, app: TestClient) -> None:
+        # StaticFiles returns 404 for the keepfile; the mount itself must
+        # exist so asset URLs resolve. We probe the directory root instead.
+        resp = app.get("/ui/static/.gitkeep")
+        # .gitkeep exists in the repo — expect 200 (or at minimum not a 404
+        # due to missing mount). A 405/403 would also indicate the mount is
+        # wired; we assert the response is *not* a 404 from a missing route.
+        assert resp.status_code != 404
+
+
+class TestSubmitJobRegistered:
+    def test_post_registered_use_case_creates_row(
+        self,
+        app: TestClient,
+        postgres_url: str,
+    ) -> None:
+        request_id = f"ui-reg-{uuid4().hex[:8]}"
+        with FIXTURE_PDF.open("rb") as fh:
+            resp = app.post(
+                "/ui/jobs",
+                data={
+                    "use_case_mode": "registered",
+                    "use_case_name": "bank_statement_header",
+                    "ix_client_id": "ui-test",
+                    "request_id": request_id,
+                    "texts": "",
+                    "use_ocr": "on",
+                    "include_provenance": "on",
+                    "max_sources_per_field": "10",
+                },
+                files={"pdf": ("sample.pdf", fh, "application/pdf")},
+                follow_redirects=False,
+            )
+        assert resp.status_code in (200, 303), resp.text
+
+        # Assert the row exists in the DB.
+        job_row = _find_job(postgres_url, "ui-test", request_id)
+        assert job_row is not None
+        assert job_row.status == "pending"
+        assert job_row.request["use_case"] == "bank_statement_header"
+        # Context.files must reference a local file:// path.
+        files = job_row.request["context"]["files"]
+        assert len(files) == 1
+        entry = files[0]
+        url = entry if isinstance(entry, str) else entry["url"]
+        assert url.startswith("file://")
+
+    def test_htmx_submit_uses_hx_redirect_header(
+        self,
+        app: TestClient,
+    ) -> None:
+        request_id = f"ui-htmx-{uuid4().hex[:8]}"
+        with FIXTURE_PDF.open("rb") as fh:
+            resp = app.post(
+                "/ui/jobs",
+                data={
+                    "use_case_mode": "registered",
+                    "use_case_name": "bank_statement_header",
+                    "ix_client_id": "ui-test",
+                    "request_id": request_id,
+                },
+                files={"pdf": ("sample.pdf", fh, "application/pdf")},
+                headers={"HX-Request": "true"},
+                follow_redirects=False,
+            )
+        assert resp.status_code == 200
+        assert "HX-Redirect" in resp.headers
+
+
+class TestSubmitJobCustom:
+    def test_post_custom_use_case_stores_inline(
+        self,
+        app: TestClient,
+        postgres_url: str,
+    ) -> None:
+        request_id = f"ui-cust-{uuid4().hex[:8]}"
+        fields_json = json.dumps(
+            [
+                {"name": "vendor", "type": "str", "required": True},
+                {"name": "total", "type": "decimal"},
+            ]
+        )
+        with FIXTURE_PDF.open("rb") as fh:
+            resp = app.post(
+                "/ui/jobs",
+                data={
+                    "use_case_mode": "custom",
+                    "use_case_name": "invoice_adhoc",
+                    "ix_client_id": "ui-test",
+                    "request_id": request_id,
+                    "system_prompt": "Extract vendor and total.",
+                    "default_model": "qwen3:14b",
+                    "fields_json": fields_json,
+                },
+                files={"pdf": ("sample.pdf", fh, "application/pdf")},
+                follow_redirects=False,
+            )
+        assert resp.status_code in (200, 303), resp.text
+        job_row = _find_job(postgres_url, "ui-test", request_id)
+        assert job_row is not None
+        stored = job_row.request["use_case_inline"]
+        assert stored is not None
+        assert stored["use_case_name"] == "invoice_adhoc"
+        assert stored["system_prompt"] == "Extract vendor and total."
+        names = [f["name"] for f in stored["fields"]]
+        assert names == ["vendor", "total"]
+
+    def test_post_malformed_fields_json_rejected(
+        self,
+        app: TestClient,
+        postgres_url: str,
+    ) -> None:
+        request_id = f"ui-bad-{uuid4().hex[:8]}"
+        with FIXTURE_PDF.open("rb") as fh:
+            resp = app.post(
+                "/ui/jobs",
+                data={
+                    "use_case_mode": "custom",
+                    "use_case_name": "adhoc_bad",
+                    "ix_client_id": "ui-test",
+                    "request_id": request_id,
+                    "system_prompt": "p",
+                    "fields_json": "this is not json",
+                },
+                files={"pdf": ("sample.pdf", fh, "application/pdf")},
+                follow_redirects=False,
+            )
+        # Either re-rendered form (422 / 200 with error) — what matters is
+        # that no row was inserted.
+        assert resp.status_code in (200, 400, 422)
+        job_row = _find_job(postgres_url, "ui-test", request_id)
+        assert job_row is None
+        # A helpful error should appear somewhere in the body.
+        assert (
+            "error" in resp.text.lower()
+            or "invalid" in resp.text.lower()
+            or "json" in resp.text.lower()
+        )
+
+
+class TestFragment:
+    def test_fragment_pending_has_trigger(
+        self,
+        app: TestClient,
+        postgres_url: str,
+    ) -> None:
+        request_id = f"ui-frag-p-{uuid4().hex[:8]}"
+        with FIXTURE_PDF.open("rb") as fh:
+            app.post(
+                "/ui/jobs",
+                data={
+                    "use_case_mode": "registered",
+                    "use_case_name": "bank_statement_header",
+                    "ix_client_id": "ui-test",
+                    "request_id": request_id,
+                },
+                files={"pdf": ("sample.pdf", fh, "application/pdf")},
+                follow_redirects=False,
+            )
+        job_row = _find_job(postgres_url, "ui-test", request_id)
+        assert job_row is not None
+
+        resp = app.get(f"/ui/jobs/{job_row.job_id}/fragment")
+        assert resp.status_code == 200
+        body = resp.text
+        # Pending → auto-refresh every 2s.
+        assert "hx-trigger" in body
+        assert "2s" in body
+        assert "pending" in body.lower() or "running" in body.lower()
+
+    def test_fragment_done_shows_pretty_json(
+        self,
+        app: TestClient,
+        postgres_url: str,
+    ) -> None:
+        request_id = f"ui-frag-d-{uuid4().hex[:8]}"
+        with FIXTURE_PDF.open("rb") as fh:
+            app.post(
+                "/ui/jobs",
+                data={
+                    "use_case_mode": "registered",
+                    "use_case_name": "bank_statement_header",
+                    "ix_client_id": "ui-test",
+                    "request_id": request_id,
+                },
+                files={"pdf": ("sample.pdf", fh, "application/pdf")},
+                follow_redirects=False,
+            )
+        job_row = _find_job(postgres_url, "ui-test", request_id)
+        assert job_row is not None
+
+        # Hand-tick the row to done with a fake response.
+        _force_done(
+            postgres_url,
+            job_row.job_id,
+            response_body={
+                "use_case": "bank_statement_header",
+                "ix_result": {"result": {"bank_name": "UBS AG", "currency": "CHF"}},
+            },
+        )
+
+        resp = app.get(f"/ui/jobs/{job_row.job_id}/fragment")
+        assert resp.status_code == 200
+        body = resp.text
+        # Terminal → no auto-refresh.
+        assert "every 2s" not in body and "every  2s" not in body
+        # JSON present.
+        assert "UBS AG" in body
+        assert "CHF" in body
+
+
+def _find_job(postgres_url: str, client_id: str, request_id: str):  # type: ignore[no-untyped-def]
+    """Look up an ``ix_jobs`` row via the async engine, wrapping the coroutine
+    for test convenience."""
+
+    import asyncio
+    import json as _json
+
+    async def _go():  # type: ignore[no-untyped-def]
+        eng = create_async_engine(postgres_url)
+        sf = async_sessionmaker(eng, expire_on_commit=False)
+        try:
+            async with sf() as session:
+                r = await session.scalar(
+                    select(IxJob).where(
+                        IxJob.client_id == client_id,
+                        IxJob.request_id == request_id,
+                    )
+                )
+                if r is None:
+                    return None
+
+                class _JobRow:
+                    pass
+
+                out = _JobRow()
+                out.job_id = r.job_id
+                out.client_id = r.client_id
+                out.request_id = r.request_id
+                out.status = r.status
+                if isinstance(r.request, str):
+                    out.request = _json.loads(r.request)
+                else:
+                    out.request = r.request
+                return out
+        finally:
+            await eng.dispose()
+
+    return asyncio.run(_go())
+
+
+def _force_done(
+    postgres_url: str,
+    job_id,  # type: ignore[no-untyped-def]
+    response_body: dict,
+) -> None:
+    """Flip a pending job to ``done`` with the given response payload."""
+
+    import asyncio
+    from datetime import UTC, datetime
+
+    from sqlalchemy import text
+
+    async def _go():  # type: ignore[no-untyped-def]
+        eng = create_async_engine(postgres_url)
+        try:
+            async with eng.begin() as conn:
+                await conn.execute(
+                    text(
+                        "UPDATE ix_jobs SET status='done', "
+                        "response=CAST(:resp AS JSONB), finished_at=:now "
+                        "WHERE job_id=:jid"
+                    ),
+                    {
+                        "resp": json.dumps(response_body),
+                        "now": datetime.now(UTC),
+                        "jid": str(job_id),
+                    },
+                )
+        finally:
+            await eng.dispose()
+
+    asyncio.run(_go())

tests/integration/test_worker_loop.py

@@ -0,0 +1,325 @@
+"""Integration tests for the worker loop (Task 3.5).
+
+We spin up a real worker with a fake pipeline factory and verify the lifecycle
+transitions against a live DB. Callback delivery is exercised via
+``pytest-httpx`` — callers' webhook endpoints are mocked, not run.
+"""
+
+from __future__ import annotations
+
+import asyncio
+from datetime import UTC, datetime, timedelta
+from typing import TYPE_CHECKING
+
+import pytest
+from pytest_httpx import HTTPXMock
+
+from ix.contracts.request import Context, RequestIX
+from ix.contracts.response import ResponseIX
+from ix.pipeline.pipeline import Pipeline
+from ix.pipeline.step import Step
+from ix.store import jobs_repo
+from ix.worker.loop import Worker
+
+if TYPE_CHECKING:
+    from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker
+
+
+class _PassingStep(Step):
+    """Minimal fake step that writes a sentinel field on the response."""
+
+    step_name = "fake_pass"
+
+    async def validate(self, request_ix, response_ix):  # type: ignore[no-untyped-def]
+        return True
+
+    async def process(self, request_ix, response_ix):  # type: ignore[no-untyped-def]
+        response_ix.use_case = request_ix.use_case
+        response_ix.ix_client_id = request_ix.ix_client_id
+        response_ix.request_id = request_ix.request_id
+        response_ix.ix_id = request_ix.ix_id
+        return response_ix
+
+
+class _RaisingStep(Step):
+    """Fake step that raises a non-IX exception to exercise the worker's
+    belt-and-braces error path."""
+
+    step_name = "fake_raise"
+
+    async def validate(self, request_ix, response_ix):  # type: ignore[no-untyped-def]
+        return True
+
+    async def process(self, request_ix, response_ix):  # type: ignore[no-untyped-def]
+        raise RuntimeError("boom")
+
+
+def _ok_factory() -> Pipeline:
+    return Pipeline(steps=[_PassingStep()])
+
+
+def _bad_factory() -> Pipeline:
+    return Pipeline(steps=[_RaisingStep()])
+
+
+async def _insert_pending(session_factory, **kwargs):  # type: ignore[no-untyped-def]
+    request = RequestIX(
+        use_case="bank_statement_header",
+        ix_client_id=kwargs.get("client", "test"),
+        request_id=kwargs.get("rid", "r-1"),
+        context=Context(texts=["hi"]),
+    )
+    async with session_factory() as session:
+        job = await jobs_repo.insert_pending(
+            session, request, callback_url=kwargs.get("cb")
+        )
+        await session.commit()
+    return job
+
+
+async def test_worker_runs_one_job_to_done(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    job = await _insert_pending(session_factory)
+
+    worker = Worker(
+        session_factory=session_factory,
+        pipeline_factory=_ok_factory,
+        poll_interval_seconds=0.1,
+        max_running_seconds=3600,
+    )
+    stop = asyncio.Event()
+
+    async def _monitor() -> None:
+        """Wait until the job lands in a terminal state, then stop the worker."""
+
+        for _ in range(50):  # 5 seconds budget
+            await asyncio.sleep(0.1)
+            async with session_factory() as session:
+                current = await jobs_repo.get(session, job.job_id)
+            if current is not None and current.status in ("done", "error"):
+                stop.set()
+                return
+        stop.set()  # timeout — let the worker exit so assertions run
+
+    await asyncio.gather(worker.run(stop), _monitor())
+
+    async with session_factory() as session:
+        final = await jobs_repo.get(session, job.job_id)
+    assert final is not None
+    assert final.status == "done"
+    assert final.finished_at is not None
+
+
+async def test_worker_pipeline_exception_marks_error(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    """A step raising a non-IX exception → status=error, response carries the
+    code. The worker catches what the pipeline doesn't."""
+
+    job = await _insert_pending(session_factory)
+
+    worker = Worker(
+        session_factory=session_factory,
+        pipeline_factory=_bad_factory,
+        poll_interval_seconds=0.1,
+        max_running_seconds=3600,
+    )
+    stop = asyncio.Event()
+
+    async def _monitor() -> None:
+        for _ in range(50):
+            await asyncio.sleep(0.1)
+            async with session_factory() as session:
+                current = await jobs_repo.get(session, job.job_id)
+            if current is not None and current.status == "error":
+                stop.set()
+                return
+        stop.set()
+
+    await asyncio.gather(worker.run(stop), _monitor())
+
+    async with session_factory() as session:
+        final = await jobs_repo.get(session, job.job_id)
+    assert final is not None
+    assert final.status == "error"
+    assert final.response is not None
+    assert (final.response.error or "").startswith("IX_002_000")
+
+
+async def test_worker_delivers_callback(
+    httpx_mock: HTTPXMock,
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    """callback_url on a done job → one POST, callback_status=delivered."""
+
+    httpx_mock.add_response(url="http://caller/webhook", status_code=200)
+
+    job = await _insert_pending(session_factory, cb="http://caller/webhook")
+
+    worker = Worker(
+        session_factory=session_factory,
+        pipeline_factory=_ok_factory,
+        poll_interval_seconds=0.1,
+        max_running_seconds=3600,
+        callback_timeout_seconds=5,
+    )
+    stop = asyncio.Event()
+
+    async def _monitor() -> None:
+        for _ in range(80):
+            await asyncio.sleep(0.1)
+            async with session_factory() as session:
+                current = await jobs_repo.get(session, job.job_id)
+            if (
+                current is not None
+                and current.status == "done"
+                and current.callback_status is not None
+            ):
+                stop.set()
+                return
+        stop.set()
+
+    await asyncio.gather(worker.run(stop), _monitor())
+
+    async with session_factory() as session:
+        final = await jobs_repo.get(session, job.job_id)
+    assert final is not None
+    assert final.callback_status == "delivered"
+
+
+async def test_worker_marks_callback_failed_on_5xx(
+    httpx_mock: HTTPXMock,
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    httpx_mock.add_response(url="http://caller/bad", status_code=500)
+
+    job = await _insert_pending(session_factory, cb="http://caller/bad")
+
+    worker = Worker(
+        session_factory=session_factory,
+        pipeline_factory=_ok_factory,
+        poll_interval_seconds=0.1,
+        max_running_seconds=3600,
+        callback_timeout_seconds=5,
+    )
+    stop = asyncio.Event()
+
+    async def _monitor() -> None:
+        for _ in range(80):
+            await asyncio.sleep(0.1)
+            async with session_factory() as session:
+                current = await jobs_repo.get(session, job.job_id)
+            if (
+                current is not None
+                and current.status == "done"
+                and current.callback_status is not None
+            ):
+                stop.set()
+                return
+        stop.set()
+
+    await asyncio.gather(worker.run(stop), _monitor())
+
+    async with session_factory() as session:
+        final = await jobs_repo.get(session, job.job_id)
+    assert final is not None
+    assert final.status == "done"  # terminal state stays done
+    assert final.callback_status == "failed"
+
+
+async def test_worker_sweeps_orphans_at_startup(
+    session_factory: async_sessionmaker[AsyncSession],
+) -> None:
+    """Stale running rows → pending before the loop starts picking work."""
+
+    # Insert a job and backdate it to mimic a crashed worker mid-run.
+    job = await _insert_pending(session_factory, rid="orphan")
+
+    async with session_factory() as session:
+        from sqlalchemy import text
+
+        stale = datetime.now(UTC) - timedelta(hours=2)
+        await session.execute(
+            text(
+                "UPDATE ix_jobs SET status='running', started_at=:t "
+                "WHERE job_id=:jid"
+            ),
+            {"t": stale, "jid": job.job_id},
+        )
+        await session.commit()
+
+    worker = Worker(
+        session_factory=session_factory,
+        pipeline_factory=_ok_factory,
+        poll_interval_seconds=0.1,
+        # max_running_seconds=60 so our 2-hour-old row gets swept.
+        max_running_seconds=60,
+    )
+    stop = asyncio.Event()
+
+    async def _monitor() -> None:
+        for _ in range(80):
+            await asyncio.sleep(0.1)
+            async with session_factory() as session:
+                current = await jobs_repo.get(session, job.job_id)
+            if current is not None and current.status == "done":
+                stop.set()
+                return
+        stop.set()
+
+    await asyncio.gather(worker.run(stop), _monitor())
+
+    async with session_factory() as session:
+        final = await jobs_repo.get(session, job.job_id)
+    assert final is not None
+    assert final.status == "done"
+    # attempts starts at 0, gets +1 on sweep.
+    assert final.attempts >= 1
+
+
+@pytest.mark.parametrize("non_matching_url", ["http://x/y", None])
+async def test_worker_no_callback_leaves_callback_status_none(
+    session_factory: async_sessionmaker[AsyncSession],
+    httpx_mock: HTTPXMock,
+    non_matching_url: str | None,
+) -> None:
+    """Jobs without a callback_url should never get a callback_status set."""
+
+    if non_matching_url is not None:
+        # If we ever accidentally deliver, pytest-httpx will complain because
+        # no mock matches — which is the signal we want.
+        pass
+
+    job = await _insert_pending(session_factory)  # cb=None by default
+
+    worker = Worker(
+        session_factory=session_factory,
+        pipeline_factory=_ok_factory,
+        poll_interval_seconds=0.1,
+        max_running_seconds=3600,
+    )
+    stop = asyncio.Event()
+
+    async def _monitor() -> None:
+        for _ in range(50):
+            await asyncio.sleep(0.1)
+            async with session_factory() as session:
+                current = await jobs_repo.get(session, job.job_id)
+            if current is not None and current.status == "done":
+                stop.set()
+                return
+        stop.set()
+
+    await asyncio.gather(worker.run(stop), _monitor())
+
+    async with session_factory() as session:
+        final = await jobs_repo.get(session, job.job_id)
+    assert final is not None
+    assert final.callback_status is None
+
+
+def _unused() -> None:
+    """Silence a ruff F401 for ResponseIX — kept for symmetry w/ other tests."""
+
+    _ = ResponseIX

tests/live/test_ollama_client_live.py

@@ -0,0 +1,70 @@
+"""Live tests for :class:`OllamaClient` — gated on ``IX_TEST_OLLAMA=1``.
+
+Never runs in CI (Forgejo runner has no LAN access to Ollama). Run locally::
+
+    IX_TEST_OLLAMA=1 uv run pytest tests/live/test_ollama_client_live.py -v
+
+Assumes the Ollama server at ``http://192.168.68.42:11434`` already has
+``qwen3:14b`` pulled.
+"""
+
+from __future__ import annotations
+
+import os
+
+import pytest
+
+from ix.genai.ollama_client import OllamaClient
+from ix.use_cases.bank_statement_header import BankStatementHeader
+
+pytestmark = [
+    pytest.mark.live,
+    pytest.mark.skipif(
+        os.environ.get("IX_TEST_OLLAMA") != "1",
+        reason="live: IX_TEST_OLLAMA=1 required",
+    ),
+]
+
+_OLLAMA_URL = "http://192.168.68.42:11434"
+_MODEL = "qwen3:14b"
+
+
+async def test_structured_output_round_trip() -> None:
+    """Real Ollama returns a parsed BankStatementHeader instance."""
+    client = OllamaClient(base_url=_OLLAMA_URL, per_call_timeout_s=300.0)
+    result = await client.invoke(
+        request_kwargs={
+            "model": _MODEL,
+            "messages": [
+                {
+                    "role": "system",
+                    "content": (
+                        "You extract bank statement header fields. "
+                        "Return valid JSON matching the given schema. "
+                        "Do not invent values."
+                    ),
+                },
+                {
+                    "role": "user",
+                    "content": (
+                        "Bank: Deutsche Kreditbank (DKB)\n"
+                        "Currency: EUR\n"
+                        "IBAN: DE89370400440532013000\n"
+                        "Period: 2025-01-01 to 2025-01-31"
+                    ),
+                },
+            ],
+        },
+        response_schema=BankStatementHeader,
+    )
+    assert isinstance(result.parsed, BankStatementHeader)
+    assert isinstance(result.parsed.bank_name, str)
+    assert result.parsed.bank_name  # non-empty
+    assert isinstance(result.parsed.currency, str)
+    assert result.model_name  # server echoes a model name
+
+
+async def test_selfcheck_ok_against_real_server() -> None:
+    """``selfcheck`` returns ``ok`` when the target model is pulled."""
+    client = OllamaClient(base_url=_OLLAMA_URL, per_call_timeout_s=5.0)
+    assert await client.selfcheck(expected_model=_MODEL) == "ok"

tests/live/test_surya_client_live.py

@@ -0,0 +1,83 @@
+"""Live test for :class:`SuryaOCRClient` — gated on ``IX_TEST_OLLAMA=1``.
+
+Downloads real Surya models (hundreds of MB) on first run. Never runs in
+CI. Exercised locally with::
+
+    IX_TEST_OLLAMA=1 uv run pytest tests/live/test_surya_client_live.py -v
+
+Note: requires the ``[ocr]`` extra — ``uv sync --extra ocr --extra dev``.
+"""
+
+from __future__ import annotations
+
+import os
+from pathlib import Path
+
+import pytest
+
+from ix.contracts import Page
+from ix.segmentation import PageMetadata
+
+pytestmark = [
+    pytest.mark.live,
+    pytest.mark.skipif(
+        os.environ.get("IX_TEST_OLLAMA") != "1",
+        reason="live: IX_TEST_OLLAMA=1 required",
+    ),
+]
+
+
+async def test_extracts_dkb_and_iban_from_synthetic_giro() -> None:
+    """Real Surya run against ``tests/fixtures/synthetic_giro.pdf``.
+
+    Assert the flat text contains ``"DKB"`` and the IBAN without spaces.
+    """
+    from ix.ocr.surya_client import SuryaOCRClient
+
+    fixture = Path(__file__).parent.parent / "fixtures" / "synthetic_giro.pdf"
+    assert fixture.exists(), f"missing fixture: {fixture}"
+
+    # Build Pages the way DocumentIngestor would for this PDF: count pages
+    # via PyMuPDF so we pass the right number of inputs.
+    import fitz
+
+    doc = fitz.open(str(fixture))
+    try:
+        pages = [
+            Page(
+                page_no=i + 1,
+                width=float(p.rect.width),
+                height=float(p.rect.height),
+                lines=[],
+            )
+            for i, p in enumerate(doc)
+        ]
+    finally:
+        doc.close()
+
+    client = SuryaOCRClient()
+    result = await client.ocr(
+        pages,
+        files=[(fixture, "application/pdf")],
+        page_metadata=[PageMetadata(file_index=0) for _ in pages],
+    )
+
+    flat_text = result.result.text or ""
+    # Join page-level line texts if flat text missing (shape-safety).
+    if not flat_text:
+        flat_text = "\n".join(
+            line.text or ""
+            for page in result.result.pages
+            for line in page.lines
+        )
+
+    assert "DKB" in flat_text
+    assert "DE89370400440532013000" in flat_text.replace(" ", "")
+
+
+async def test_selfcheck_ok_against_real_predictors() -> None:
+    """``selfcheck()`` returns ``ok`` once Surya's predictors load."""
+    from ix.ocr.surya_client import SuryaOCRClient
+
+    client = SuryaOCRClient()
+    assert await client.selfcheck() == "ok"

tests/unit/test_app_wiring.py

@@ -0,0 +1,104 @@
+"""Tests for ``ix.app`` lifespan / probe wiring (Task 4.3).
+
+The lifespan selects fake clients when ``IX_TEST_MODE=fake`` and exposes
+their probes via the route DI hook. These tests exercise the probe
+adapter in isolation — no DB, no real Ollama/Surya.
+"""
+
+from __future__ import annotations
+
+from typing import Literal
+
+from ix.app import _make_ocr_probe, _make_ollama_probe, build_pipeline
+from ix.config import AppConfig
+from ix.genai.fake import FakeGenAIClient
+from ix.ocr.fake import FakeOCRClient
+from ix.pipeline.genai_step import GenAIStep
+from ix.pipeline.ocr_step import OCRStep
+from ix.pipeline.pipeline import Pipeline
+from ix.pipeline.reliability_step import ReliabilityStep
+from ix.pipeline.response_handler_step import ResponseHandlerStep
+from ix.pipeline.setup_step import SetupStep
+
+
+def _cfg(**overrides: object) -> AppConfig:
+    return AppConfig(_env_file=None, **overrides)  # type: ignore[call-arg]
+
+
+class _SelfcheckOllamaClient:
+    async def invoke(self, *a: object, **kw: object) -> object:
+        raise NotImplementedError
+
+    async def selfcheck(
+        self, expected_model: str
+    ) -> Literal["ok", "degraded", "fail"]:
+        self.called_with = expected_model
+        return "ok"
+
+
+class _SelfcheckOCRClient:
+    async def ocr(self, *a: object, **kw: object) -> object:
+        raise NotImplementedError
+
+    async def selfcheck(self) -> Literal["ok", "fail"]:
+        return "ok"
+
+
+class _BrokenSelfcheckOllama:
+    async def invoke(self, *a: object, **kw: object) -> object:
+        raise NotImplementedError
+
+    async def selfcheck(
+        self, expected_model: str
+    ) -> Literal["ok", "degraded", "fail"]:
+        raise RuntimeError("boom")
+
+
+class TestOllamaProbe:
+    def test_fake_client_without_selfcheck_reports_ok(self) -> None:
+        cfg = _cfg(test_mode="fake", default_model="gpt-oss:20b")
+        probe = _make_ollama_probe(FakeGenAIClient(parsed=None), cfg)
+        assert probe() == "ok"
+
+    def test_real_selfcheck_returns_its_verdict(self) -> None:
+        cfg = _cfg(default_model="gpt-oss:20b")
+        client = _SelfcheckOllamaClient()
+        probe = _make_ollama_probe(client, cfg)  # type: ignore[arg-type]
+        assert probe() == "ok"
+        assert client.called_with == "gpt-oss:20b"
+
+    def test_selfcheck_exception_falls_back_to_fail(self) -> None:
+        cfg = _cfg(default_model="gpt-oss:20b")
+        probe = _make_ollama_probe(_BrokenSelfcheckOllama(), cfg)  # type: ignore[arg-type]
+        assert probe() == "fail"
+
+
+class TestOCRProbe:
+    def test_fake_client_without_selfcheck_reports_ok(self) -> None:
+        from ix.contracts.response import OCRDetails, OCRResult
+
+        probe = _make_ocr_probe(FakeOCRClient(canned=OCRResult(result=OCRDetails())))
+        assert probe() == "ok"
+
+    def test_real_selfcheck_returns_its_verdict(self) -> None:
+        probe = _make_ocr_probe(_SelfcheckOCRClient())  # type: ignore[arg-type]
+        assert probe() == "ok"
+
+
+class TestBuildPipeline:
+    def test_assembles_all_five_steps_in_order(self) -> None:
+        from ix.contracts.response import OCRDetails, OCRResult
+
+        genai = FakeGenAIClient(parsed=None)
+        ocr = FakeOCRClient(canned=OCRResult(result=OCRDetails()))
+        cfg = _cfg(test_mode="fake")
+        pipeline = build_pipeline(genai, ocr, cfg)
+        assert isinstance(pipeline, Pipeline)
+        steps = pipeline._steps  # type: ignore[attr-defined]
+        assert [type(s) for s in steps] == [
+            SetupStep,
+            OCRStep,
+            GenAIStep,
+            ReliabilityStep,
+            ResponseHandlerStep,
+        ]

tests/unit/test_config.py

@@ -51,10 +51,10 @@ def test_defaults_match_spec(monkeypatch: pytest.MonkeyPatch) -> None:
 
     assert cfg.postgres_url == (
         "postgresql+asyncpg://infoxtractor:<password>"
-        "@host.docker.internal:5431/infoxtractor"
+        "@127.0.0.1:5431/infoxtractor"
     )
-    assert cfg.ollama_url == "http://host.docker.internal:11434"
-    assert cfg.default_model == "gpt-oss:20b"
+    assert cfg.ollama_url == "http://127.0.0.1:11434"
+    assert cfg.default_model == "qwen3:14b"
     assert cfg.ocr_engine == "surya"
     assert cfg.tmp_dir == "/tmp/ix"
     assert cfg.pipeline_worker_concurrency == 1

tests/unit/test_contracts.py

@@ -31,6 +31,7 @@ from ix.contracts import (
     ResponseIX,
     SegmentCitation,
 )
+from ix.contracts.request import InlineUseCase, UseCaseFieldDef
 
 
 class TestFileRef:
@@ -182,6 +183,32 @@ class TestRequestIX:
         with pytest.raises(ValidationError):
             RequestIX.model_validate({"use_case": "x"})
 
+    def test_use_case_inline_defaults_to_none(self) -> None:
+        r = RequestIX(**self._minimal_payload())
+        assert r.use_case_inline is None
+
+    def test_use_case_inline_roundtrip(self) -> None:
+        payload = self._minimal_payload()
+        payload["use_case_inline"] = {
+            "use_case_name": "adhoc",
+            "system_prompt": "extract stuff",
+            "fields": [
+                {"name": "a", "type": "str", "required": True},
+                {"name": "b", "type": "int"},
+            ],
+        }
+        r = RequestIX.model_validate(payload)
+        assert r.use_case_inline is not None
+        assert isinstance(r.use_case_inline, InlineUseCase)
+        assert r.use_case_inline.use_case_name == "adhoc"
+        assert len(r.use_case_inline.fields) == 2
+        assert isinstance(r.use_case_inline.fields[0], UseCaseFieldDef)
+        # Round-trip through JSON
+        dumped = r.model_dump_json()
+        r2 = RequestIX.model_validate_json(dumped)
+        assert r2.use_case_inline is not None
+        assert r2.use_case_inline.fields[1].type == "int"
+
 
 class TestOCRResult:
     def test_minimal_defaults(self) -> None:

tests/unit/test_factories.py

@@ -0,0 +1,60 @@
+"""Tests for the GenAI + OCR factories (Task 4.3).
+
+The factories pick between fake and real clients based on
+``IX_TEST_MODE``. CI runs with ``IX_TEST_MODE=fake``, production runs
+without — so the selection knob is the one lever between hermetic CI and
+real clients.
+"""
+
+from __future__ import annotations
+
+from ix.config import AppConfig
+from ix.genai import make_genai_client
+from ix.genai.fake import FakeGenAIClient
+from ix.genai.ollama_client import OllamaClient
+from ix.ocr import make_ocr_client
+from ix.ocr.fake import FakeOCRClient
+from ix.ocr.surya_client import SuryaOCRClient
+
+
+def _cfg(**overrides: object) -> AppConfig:
+    """Build an AppConfig without loading the repo's .env.example."""
+    return AppConfig(_env_file=None, **overrides)  # type: ignore[call-arg]
+
+
+class TestGenAIFactory:
+    def test_fake_mode_returns_fake(self) -> None:
+        cfg = _cfg(test_mode="fake")
+        client = make_genai_client(cfg)
+        assert isinstance(client, FakeGenAIClient)
+
+    def test_production_returns_ollama_with_configured_url(self) -> None:
+        cfg = _cfg(
+            test_mode=None,
+            ollama_url="http://ollama.host:11434",
+            genai_call_timeout_seconds=42,
+        )
+        client = make_genai_client(cfg)
+        assert isinstance(client, OllamaClient)
+        # Inspect the private attrs for binding correctness.
+        assert client._base_url == "http://ollama.host:11434"
+        assert client._per_call_timeout_s == 42
+
+
+class TestOCRFactory:
+    def test_fake_mode_returns_fake(self) -> None:
+        cfg = _cfg(test_mode="fake")
+        client = make_ocr_client(cfg)
+        assert isinstance(client, FakeOCRClient)
+
+    def test_production_surya_returns_surya(self) -> None:
+        cfg = _cfg(test_mode=None, ocr_engine="surya")
+        client = make_ocr_client(cfg)
+        assert isinstance(client, SuryaOCRClient)
+
+    def test_unknown_engine_raises(self) -> None:
+        cfg = _cfg(test_mode=None, ocr_engine="tesseract")
+        import pytest
+
+        with pytest.raises(ValueError, match="ocr_engine"):
+            make_ocr_client(cfg)

tests/unit/test_genai_step.py

@@ -363,8 +363,8 @@ class TestModelSelection:
         req = _make_request(include_provenance=False)
         resp = _response_with_segment_index(lines=["hello"])
         await step.process(req, resp)
-        # use-case default is gpt-oss:20b
-        assert client.request_kwargs["model"] == "gpt-oss:20b"  # type: ignore[index]
+        # use-case default is qwen3:14b
+        assert client.request_kwargs["model"] == "qwen3:14b"  # type: ignore[index]
 
 
 # ----------------------------------------------------------------------------

tests/unit/test_ollama_client.py

@@ -0,0 +1,270 @@
+"""Tests for :class:`OllamaClient` — hermetic, pytest-httpx-driven.
+
+Covers spec §6 GenAIStep Ollama call contract:
+
+* POST body shape (model / messages / format / stream / options).
+* Response parsing → :class:`GenAIInvocationResult`.
+* Error mapping: connection / timeout / 5xx → ``IX_002_000``;
+  schema-violating body → ``IX_002_001``.
+* ``selfcheck()``: tags-reachable + model-listed → ``ok``;
+  reachable-but-missing → ``degraded``; unreachable → ``fail``.
+"""
+
+from __future__ import annotations
+
+import httpx
+import pytest
+from pydantic import BaseModel
+from pytest_httpx import HTTPXMock
+
+from ix.errors import IXErrorCode, IXException
+from ix.genai.ollama_client import OllamaClient
+
+
+class _Schema(BaseModel):
+    """Trivial structured-output schema for the round-trip tests."""
+
+    bank_name: str
+    account_number: str | None = None
+
+
+def _ollama_chat_ok_body(content_json: str) -> dict:
+    """Build a minimal Ollama /api/chat success body."""
+    return {
+        "model": "gpt-oss:20b",
+        "message": {"role": "assistant", "content": content_json},
+        "done": True,
+        "eval_count": 42,
+        "prompt_eval_count": 17,
+    }
+
+
+class TestInvokeHappyPath:
+    async def test_posts_to_chat_endpoint_with_format_and_no_stream(
+        self, httpx_mock: HTTPXMock
+    ) -> None:
+        httpx_mock.add_response(
+            url="http://ollama.test:11434/api/chat",
+            method="POST",
+            json=_ollama_chat_ok_body('{"bank_name":"DKB","account_number":"DE89"}'),
+        )
+
+        client = OllamaClient(
+            base_url="http://ollama.test:11434", per_call_timeout_s=5.0
+        )
+        result = await client.invoke(
+            request_kwargs={
+                "model": "gpt-oss:20b",
+                "messages": [
+                    {"role": "system", "content": "You extract."},
+                    {"role": "user", "content": "Doc body"},
+                ],
+                "temperature": 0.2,
+                "reasoning_effort": "high",  # dropped silently
+            },
+            response_schema=_Schema,
+        )
+
+        assert result.parsed == _Schema(bank_name="DKB", account_number="DE89")
+        assert result.model_name == "gpt-oss:20b"
+        assert result.usage.prompt_tokens == 17
+        assert result.usage.completion_tokens == 42
+
+        # Verify request shape.
+        requests = httpx_mock.get_requests()
+        assert len(requests) == 1
+        body = requests[0].read().decode()
+        import json
+
+        body_json = json.loads(body)
+        assert body_json["model"] == "gpt-oss:20b"
+        assert body_json["stream"] is False
+        # No `format` is sent: Ollama 0.11.8 segfaults on full schemas and
+        # aborts to `{}` with `format=json` on reasoning models. Schema is
+        # injected into the system prompt instead; we extract the trailing
+        # JSON blob from the response and validate via Pydantic.
+        assert "format" not in body_json
+        assert body_json["options"]["temperature"] == 0.2
+        assert "reasoning_effort" not in body_json
+        # A schema-guidance system message is prepended to the caller's
+        # messages so Ollama (format=json loose mode) emits the right shape.
+        msgs = body_json["messages"]
+        assert msgs[0]["role"] == "system"
+        assert "JSON Schema" in msgs[0]["content"]
+        assert msgs[1:] == [
+            {"role": "system", "content": "You extract."},
+            {"role": "user", "content": "Doc body"},
+        ]
+
+    async def test_text_parts_content_list_is_joined(
+        self, httpx_mock: HTTPXMock
+    ) -> None:
+        httpx_mock.add_response(
+            url="http://ollama.test:11434/api/chat",
+            method="POST",
+            json=_ollama_chat_ok_body('{"bank_name":"X"}'),
+        )
+        client = OllamaClient(
+            base_url="http://ollama.test:11434", per_call_timeout_s=5.0
+        )
+        await client.invoke(
+            request_kwargs={
+                "model": "gpt-oss:20b",
+                "messages": [
+                    {
+                        "role": "user",
+                        "content": [
+                            {"type": "text", "text": "part-a"},
+                            {"type": "text", "text": "part-b"},
+                        ],
+                    }
+                ],
+            },
+            response_schema=_Schema,
+        )
+        import json
+
+        request_body = json.loads(httpx_mock.get_requests()[0].read())
+        # First message is the auto-injected schema guidance; after that
+        # the caller's user message has its text parts joined.
+        assert request_body["messages"][0]["role"] == "system"
+        assert request_body["messages"][1:] == [
+            {"role": "user", "content": "part-a\npart-b"}
+        ]
+
+
+class TestInvokeErrorPaths:
+    async def test_connection_error_maps_to_002_000(
+        self, httpx_mock: HTTPXMock
+    ) -> None:
+        httpx_mock.add_exception(httpx.ConnectError("refused"))
+        client = OllamaClient(
+            base_url="http://ollama.test:11434", per_call_timeout_s=1.0
+        )
+        with pytest.raises(IXException) as ei:
+            await client.invoke(
+                request_kwargs={
+                    "model": "gpt-oss:20b",
+                    "messages": [{"role": "user", "content": "hi"}],
+                },
+                response_schema=_Schema,
+            )
+        assert ei.value.code is IXErrorCode.IX_002_000
+
+    async def test_read_timeout_maps_to_002_000(self, httpx_mock: HTTPXMock) -> None:
+        httpx_mock.add_exception(httpx.ReadTimeout("slow"))
+        client = OllamaClient(
+            base_url="http://ollama.test:11434", per_call_timeout_s=0.5
+        )
+        with pytest.raises(IXException) as ei:
+            await client.invoke(
+                request_kwargs={
+                    "model": "gpt-oss:20b",
+                    "messages": [{"role": "user", "content": "hi"}],
+                },
+                response_schema=_Schema,
+            )
+        assert ei.value.code is IXErrorCode.IX_002_000
+
+    async def test_500_maps_to_002_000_with_body_snippet(
+        self, httpx_mock: HTTPXMock
+    ) -> None:
+        httpx_mock.add_response(
+            url="http://ollama.test:11434/api/chat",
+            method="POST",
+            status_code=500,
+            text="boom boom server broken",
+        )
+        client = OllamaClient(
+            base_url="http://ollama.test:11434", per_call_timeout_s=5.0
+        )
+        with pytest.raises(IXException) as ei:
+            await client.invoke(
+                request_kwargs={
+                    "model": "gpt-oss:20b",
+                    "messages": [{"role": "user", "content": "hi"}],
+                },
+                response_schema=_Schema,
+            )
+        assert ei.value.code is IXErrorCode.IX_002_000
+        assert "boom" in (ei.value.detail or "")
+
+    async def test_200_with_invalid_json_maps_to_002_001(
+        self, httpx_mock: HTTPXMock
+    ) -> None:
+        httpx_mock.add_response(
+            url="http://ollama.test:11434/api/chat",
+            method="POST",
+            json=_ollama_chat_ok_body("not-json"),
+        )
+        client = OllamaClient(
+            base_url="http://ollama.test:11434", per_call_timeout_s=5.0
+        )
+        with pytest.raises(IXException) as ei:
+            await client.invoke(
+                request_kwargs={
+                    "model": "gpt-oss:20b",
+                    "messages": [{"role": "user", "content": "hi"}],
+                },
+                response_schema=_Schema,
+            )
+        assert ei.value.code is IXErrorCode.IX_002_001
+
+    async def test_200_with_schema_violation_maps_to_002_001(
+        self, httpx_mock: HTTPXMock
+    ) -> None:
+        # Missing required `bank_name` field.
+        httpx_mock.add_response(
+            url="http://ollama.test:11434/api/chat",
+            method="POST",
+            json=_ollama_chat_ok_body('{"account_number":"DE89"}'),
+        )
+        client = OllamaClient(
+            base_url="http://ollama.test:11434", per_call_timeout_s=5.0
+        )
+        with pytest.raises(IXException) as ei:
+            await client.invoke(
+                request_kwargs={
+                    "model": "gpt-oss:20b",
+                    "messages": [{"role": "user", "content": "hi"}],
+                },
+                response_schema=_Schema,
+            )
+        assert ei.value.code is IXErrorCode.IX_002_001
+
+
+class TestSelfcheck:
+    async def test_selfcheck_ok_when_model_listed(
+        self, httpx_mock: HTTPXMock
+    ) -> None:
+        httpx_mock.add_response(
+            url="http://ollama.test:11434/api/tags",
+            method="GET",
+            json={"models": [{"name": "gpt-oss:20b"}, {"name": "qwen2.5:32b"}]},
+        )
+        client = OllamaClient(
+            base_url="http://ollama.test:11434", per_call_timeout_s=5.0
+        )
+        assert await client.selfcheck(expected_model="gpt-oss:20b") == "ok"
+
+    async def test_selfcheck_degraded_when_model_missing(
+        self, httpx_mock: HTTPXMock
+    ) -> None:
+        httpx_mock.add_response(
+            url="http://ollama.test:11434/api/tags",
+            method="GET",
+            json={"models": [{"name": "qwen2.5:32b"}]},
+        )
+        client = OllamaClient(
+            base_url="http://ollama.test:11434", per_call_timeout_s=5.0
+        )
+        assert await client.selfcheck(expected_model="gpt-oss:20b") == "degraded"
+
+    async def test_selfcheck_fail_on_connection_error(
+        self, httpx_mock: HTTPXMock
+    ) -> None:
+        httpx_mock.add_exception(httpx.ConnectError("refused"))
+        client = OllamaClient(
+            base_url="http://ollama.test:11434", per_call_timeout_s=5.0
+        )
+        assert await client.selfcheck(expected_model="gpt-oss:20b") == "fail"

tests/unit/test_setup_step.py

@@ -15,6 +15,7 @@ from ix.contracts import (
     RequestIX,
     ResponseIX,
 )
+from ix.contracts.request import InlineUseCase, UseCaseFieldDef
 from ix.contracts.response import _InternalContext
 from ix.errors import IXErrorCode, IXException
 from ix.ingestion import FetchConfig
@@ -244,6 +245,102 @@ class TestTextOnly:
         assert ctx.texts == ["hello", "there"]
 
 
+class TestInlineUseCase:
+    def _make_inline_request(
+        self,
+        inline: InlineUseCase,
+        use_case: str = "adhoc-label",
+        texts: list[str] | None = None,
+    ) -> RequestIX:
+        return RequestIX(
+            use_case=use_case,
+            use_case_inline=inline,
+            ix_client_id="test",
+            request_id="r-inline",
+            context=Context(files=[], texts=texts or ["hello"]),
+            options=Options(
+                ocr=OCROptions(use_ocr=True),
+                provenance=ProvenanceOptions(include_provenance=True),
+            ),
+        )
+
+    async def test_inline_use_case_overrides_registry(self, tmp_path: Path) -> None:
+        fetcher = FakeFetcher({})
+        ingestor = FakeIngestor([])
+        step = SetupStep(
+            fetcher=fetcher,
+            ingestor=ingestor,
+            tmp_dir=tmp_path / "work",
+            fetch_config=_make_cfg(),
+            mime_detector=_AlwaysMimePdf(),
+        )
+        inline = InlineUseCase(
+            use_case_name="adhoc",
+            system_prompt="Extract things.",
+            fields=[
+                UseCaseFieldDef(name="vendor", type="str", required=True),
+                UseCaseFieldDef(name="amount", type="decimal"),
+            ],
+        )
+        req = self._make_inline_request(inline)
+        resp = _make_response()
+        resp = await step.process(req, resp)
+
+        ctx = resp.context
+        assert ctx is not None
+        # The response class must have been built from our field list.
+        resp_cls = ctx.use_case_response  # type: ignore[union-attr]
+        assert set(resp_cls.model_fields.keys()) == {"vendor", "amount"}
+        # Public display name reflects the inline label.
+        assert resp.use_case_name == "adhoc"
+
+    async def test_inline_precedence_when_both_set(self, tmp_path: Path) -> None:
+        # ``use_case`` is a valid registered name; ``use_case_inline`` is also
+        # present. Inline MUST win (documented precedence).
+        fetcher = FakeFetcher({})
+        ingestor = FakeIngestor([])
+        step = SetupStep(
+            fetcher=fetcher,
+            ingestor=ingestor,
+            tmp_dir=tmp_path / "work",
+            fetch_config=_make_cfg(),
+            mime_detector=_AlwaysMimePdf(),
+        )
+        inline = InlineUseCase(
+            use_case_name="override",
+            system_prompt="override prompt",
+            fields=[UseCaseFieldDef(name="just_me", type="str", required=True)],
+        )
+        req = self._make_inline_request(
+            inline, use_case="bank_statement_header"
+        )
+        resp = await step.process(req, _make_response())
+        resp_cls = resp.context.use_case_response  # type: ignore[union-attr]
+        assert set(resp_cls.model_fields.keys()) == {"just_me"}
+
+    async def test_inline_with_bad_field_raises_ix_001_001(
+        self, tmp_path: Path
+    ) -> None:
+        fetcher = FakeFetcher({})
+        ingestor = FakeIngestor([])
+        step = SetupStep(
+            fetcher=fetcher,
+            ingestor=ingestor,
+            tmp_dir=tmp_path / "work",
+            fetch_config=_make_cfg(),
+            mime_detector=_AlwaysMimePdf(),
+        )
+        inline = InlineUseCase(
+            use_case_name="bad",
+            system_prompt="p",
+            fields=[UseCaseFieldDef(name="123bad", type="str")],
+        )
+        req = self._make_inline_request(inline)
+        with pytest.raises(IXException) as ei:
+            await step.process(req, _make_response())
+        assert ei.value.code is IXErrorCode.IX_001_001
+
+
 class TestInternalContextShape:
     async def test_context_is_internal_context_instance(self, tmp_path: Path) -> None:
         fetcher = FakeFetcher({})

tests/unit/test_surya_client.py

@@ -0,0 +1,166 @@
+"""Tests for :class:`SuryaOCRClient` — hermetic, no model download.
+
+The real Surya predictors are patched out with :class:`unittest.mock.MagicMock`
+that return trivially-shaped line objects. The tests assert the client's
+translation layer — flattening polygons, mapping text_lines → ``Line``,
+preserving ``page_no``/``width``/``height`` per input page.
+"""
+
+from __future__ import annotations
+
+from pathlib import Path
+from types import SimpleNamespace
+from unittest.mock import MagicMock, patch
+
+import pytest
+
+from ix.contracts import Page
+from ix.ocr.surya_client import SuryaOCRClient
+from ix.segmentation import PageMetadata
+
+
+def _make_surya_line(text: str, polygon: list[list[float]]) -> SimpleNamespace:
+    """Mimic ``surya.recognition.schema.TextLine`` duck-typing-style."""
+    return SimpleNamespace(text=text, polygon=polygon, confidence=0.95)
+
+
+def _make_surya_ocr_result(lines: list[SimpleNamespace]) -> SimpleNamespace:
+    """Mimic ``surya.recognition.schema.OCRResult``."""
+    return SimpleNamespace(text_lines=lines, image_bbox=[0, 0, 100, 100])
+
+
+class TestOCRBuildsOCRResultFromMockedPredictors:
+    async def test_one_image_one_line_flatten_polygon(self, tmp_path: Path) -> None:
+        img_path = tmp_path / "a.png"
+        _write_tiny_png(img_path)
+
+        mock_line = _make_surya_line(
+            text="hello",
+            polygon=[[1.0, 2.0], [3.0, 4.0], [5.0, 6.0], [7.0, 8.0]],
+        )
+        mock_predictor = MagicMock(
+            return_value=[_make_surya_ocr_result([mock_line])]
+        )
+
+        client = SuryaOCRClient()
+        # Skip the real warm_up; inject the mock directly.
+        client._recognition_predictor = mock_predictor
+        client._detection_predictor = MagicMock()
+
+        pages = [Page(page_no=1, width=100.0, height=50.0, lines=[])]
+        result = await client.ocr(
+            pages,
+            files=[(img_path, "image/png")],
+            page_metadata=[PageMetadata(file_index=0)],
+        )
+
+        assert len(result.result.pages) == 1
+        out_page = result.result.pages[0]
+        assert out_page.page_no == 1
+        assert out_page.width == 100.0
+        assert out_page.height == 50.0
+        assert len(out_page.lines) == 1
+        assert out_page.lines[0].text == "hello"
+        assert out_page.lines[0].bounding_box == [
+            1.0, 2.0, 3.0, 4.0, 5.0, 6.0, 7.0, 8.0
+        ]
+
+    async def test_multiple_pages_preserves_order(self, tmp_path: Path) -> None:
+        img_a = tmp_path / "a.png"
+        img_b = tmp_path / "b.png"
+        _write_tiny_png(img_a)
+        _write_tiny_png(img_b)
+
+        mock_predictor = MagicMock(
+            return_value=[
+                _make_surya_ocr_result(
+                    [_make_surya_line("a-line", [[0, 0], [1, 0], [1, 1], [0, 1]])]
+                ),
+                _make_surya_ocr_result(
+                    [_make_surya_line("b-line", [[0, 0], [1, 0], [1, 1], [0, 1]])]
+                ),
+            ]
+        )
+
+        client = SuryaOCRClient()
+        client._recognition_predictor = mock_predictor
+        client._detection_predictor = MagicMock()
+
+        pages = [
+            Page(page_no=1, width=10.0, height=20.0, lines=[]),
+            Page(page_no=2, width=10.0, height=20.0, lines=[]),
+        ]
+        result = await client.ocr(
+            pages,
+            files=[(img_a, "image/png"), (img_b, "image/png")],
+            page_metadata=[
+                PageMetadata(file_index=0),
+                PageMetadata(file_index=1),
+            ],
+        )
+
+        assert [p.lines[0].text for p in result.result.pages] == ["a-line", "b-line"]
+
+    async def test_lazy_warm_up_on_first_ocr(self, tmp_path: Path) -> None:
+        img = tmp_path / "x.png"
+        _write_tiny_png(img)
+
+        client = SuryaOCRClient()
+
+        # Use patch.object on the instance's warm_up so we don't need real
+        # Surya module loading.
+        with patch.object(client, "warm_up", autospec=True) as mocked_warm_up:
+            # After warm_up is called, the predictors must be assigned.
+            def fake_warm_up(self: SuryaOCRClient) -> None:
+                self._recognition_predictor = MagicMock(
+                    return_value=[
+                        _make_surya_ocr_result(
+                            [
+                                _make_surya_line(
+                                    "hi", [[0, 0], [1, 0], [1, 1], [0, 1]]
+                                )
+                            ]
+                        )
+                    ]
+                )
+                self._detection_predictor = MagicMock()
+
+            mocked_warm_up.side_effect = lambda: fake_warm_up(client)
+
+            pages = [Page(page_no=1, width=10.0, height=10.0, lines=[])]
+            await client.ocr(
+                pages,
+                files=[(img, "image/png")],
+                page_metadata=[PageMetadata(file_index=0)],
+            )
+            mocked_warm_up.assert_called_once()
+
+
+class TestSelfcheck:
+    async def test_selfcheck_ok_with_mocked_predictors(self) -> None:
+        client = SuryaOCRClient()
+        client._recognition_predictor = MagicMock(
+            return_value=[_make_surya_ocr_result([])]
+        )
+        client._detection_predictor = MagicMock()
+        assert await client.selfcheck() == "ok"
+
+    async def test_selfcheck_fail_when_predictor_raises(self) -> None:
+        client = SuryaOCRClient()
+        client._recognition_predictor = MagicMock(
+            side_effect=RuntimeError("cuda broken")
+        )
+        client._detection_predictor = MagicMock()
+        assert await client.selfcheck() == "fail"
+
+
+def _write_tiny_png(path: Path) -> None:
+    """Write a 2x2 white PNG so PIL can open it."""
+    from PIL import Image
+
+    Image.new("RGB", (2, 2), color="white").save(path, format="PNG")
+
+
+@pytest.mark.parametrize("unused", [None])  # keep pytest happy if file ever runs alone
+def test_module_imports(unused: None) -> None:
+    assert SuryaOCRClient is not None

tests/unit/test_use_case_bank_statement_header.py

@@ -12,7 +12,7 @@ class TestRequest:
     def test_defaults(self) -> None:
         r = Request()
         assert r.use_case_name == "Bank Statement Header"
-        assert r.default_model == "gpt-oss:20b"
+        assert r.default_model == "qwen3:14b"
         # Stable substring for agent/worker tests that want to confirm the
         # prompt is what they think it is.
         assert "extract header metadata" in r.system_prompt

tests/unit/test_use_case_inline.py

@@ -0,0 +1,313 @@
+"""Tests for :mod:`ix.use_cases.inline` — dynamic Pydantic class builder.
+
+The builder takes an :class:`InlineUseCase` (carried on :class:`RequestIX` as
+``use_case_inline``) and produces a fresh ``(RequestClass, ResponseClass)``
+pair that the pipeline can consume in place of a registered use case.
+"""
+
+from __future__ import annotations
+
+import json
+from datetime import date, datetime
+from decimal import Decimal
+
+import pytest
+from pydantic import BaseModel, ValidationError
+
+from ix.contracts.request import InlineUseCase, UseCaseFieldDef
+from ix.errors import IXErrorCode, IXException
+from ix.use_cases.inline import build_use_case_classes
+
+
+class TestUseCaseFieldDef:
+    def test_minimal(self) -> None:
+        fd = UseCaseFieldDef(name="foo", type="str")
+        assert fd.name == "foo"
+        assert fd.type == "str"
+        assert fd.required is False
+        assert fd.description is None
+        assert fd.choices is None
+
+    def test_extra_forbidden(self) -> None:
+        with pytest.raises(ValidationError):
+            UseCaseFieldDef.model_validate(
+                {"name": "foo", "type": "str", "bogus": 1}
+            )
+
+    def test_invalid_type_rejected(self) -> None:
+        with pytest.raises(ValidationError):
+            UseCaseFieldDef.model_validate({"name": "foo", "type": "list"})
+
+
+class TestInlineUseCaseRoundtrip:
+    def test_json_roundtrip(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="Vendor Total",
+            system_prompt="Extract invoice total and vendor.",
+            default_model="qwen3:14b",
+            fields=[
+                UseCaseFieldDef(name="vendor", type="str", required=True),
+                UseCaseFieldDef(
+                    name="total",
+                    type="decimal",
+                    required=True,
+                    description="total amount due",
+                ),
+                UseCaseFieldDef(
+                    name="currency",
+                    type="str",
+                    choices=["USD", "EUR", "CHF"],
+                ),
+            ],
+        )
+        dumped = iuc.model_dump_json()
+        round = InlineUseCase.model_validate_json(dumped)
+        assert round == iuc
+        # JSON is well-formed
+        json.loads(dumped)
+
+    def test_extra_forbidden(self) -> None:
+        with pytest.raises(ValidationError):
+            InlineUseCase.model_validate(
+                {
+                    "use_case_name": "X",
+                    "system_prompt": "p",
+                    "fields": [],
+                    "bogus": 1,
+                }
+            )
+
+
+class TestBuildBasicTypes:
+    @pytest.mark.parametrize(
+        "type_name, sample_value, bad_value",
+        [
+            ("str", "hello", 123),
+            ("int", 42, "nope"),
+            ("float", 3.14, "nope"),
+            ("bool", True, "nope"),
+        ],
+    )
+    def test_simple_type(
+        self, type_name: str, sample_value: object, bad_value: object
+    ) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[UseCaseFieldDef(name="field", type=type_name, required=True)],
+        )
+        _req_cls, resp_cls = build_use_case_classes(iuc)
+        instance = resp_cls(field=sample_value)
+        assert instance.field == sample_value
+        with pytest.raises(ValidationError):
+            resp_cls(field=bad_value)
+
+    def test_decimal_type(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[UseCaseFieldDef(name="amount", type="decimal", required=True)],
+        )
+        _req_cls, resp_cls = build_use_case_classes(iuc)
+        instance = resp_cls(amount="12.34")
+        assert isinstance(instance.amount, Decimal)
+        assert instance.amount == Decimal("12.34")
+
+    def test_date_type(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[UseCaseFieldDef(name="d", type="date", required=True)],
+        )
+        _req_cls, resp_cls = build_use_case_classes(iuc)
+        instance = resp_cls(d="2026-04-18")
+        assert instance.d == date(2026, 4, 18)
+
+    def test_datetime_type(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[UseCaseFieldDef(name="ts", type="datetime", required=True)],
+        )
+        _req_cls, resp_cls = build_use_case_classes(iuc)
+        instance = resp_cls(ts="2026-04-18T10:00:00")
+        assert isinstance(instance.ts, datetime)
+
+
+class TestOptionalVsRequired:
+    def test_required_field_cannot_be_missing(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[UseCaseFieldDef(name="must", type="str", required=True)],
+        )
+        _req_cls, resp_cls = build_use_case_classes(iuc)
+        with pytest.raises(ValidationError):
+            resp_cls()
+
+    def test_optional_field_defaults_to_none(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[UseCaseFieldDef(name="maybe", type="str", required=False)],
+        )
+        _req_cls, resp_cls = build_use_case_classes(iuc)
+        instance = resp_cls()
+        assert instance.maybe is None
+
+    def test_optional_field_schema_allows_null(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[UseCaseFieldDef(name="maybe", type="str", required=False)],
+        )
+        _req_cls, resp_cls = build_use_case_classes(iuc)
+        schema = resp_cls.model_json_schema()
+        # "maybe" accepts string or null
+        prop = schema["properties"]["maybe"]
+        # Pydantic may express Optional as anyOf [str, null] or a type list.
+        # Either is fine — just assert null is allowed somewhere.
+        dumped = json.dumps(prop)
+        assert "null" in dumped
+
+
+class TestChoices:
+    def test_choices_for_str_produces_literal(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[
+                UseCaseFieldDef(
+                    name="kind",
+                    type="str",
+                    required=True,
+                    choices=["a", "b", "c"],
+                )
+            ],
+        )
+        _req_cls, resp_cls = build_use_case_classes(iuc)
+        inst = resp_cls(kind="a")
+        assert inst.kind == "a"
+        with pytest.raises(ValidationError):
+            resp_cls(kind="nope")
+        schema = resp_cls.model_json_schema()
+        # enum or const wind up in a referenced definition; walk the schema
+        dumped = json.dumps(schema)
+        assert '"a"' in dumped and '"b"' in dumped and '"c"' in dumped
+
+    def test_choices_for_non_str_raises_ix_001_001(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[
+                UseCaseFieldDef(
+                    name="kind",
+                    type="int",
+                    required=True,
+                    choices=["1", "2"],
+                )
+            ],
+        )
+        with pytest.raises(IXException) as exc:
+            build_use_case_classes(iuc)
+        assert exc.value.code is IXErrorCode.IX_001_001
+
+    def test_empty_choices_list_ignored(self) -> None:
+        # An explicitly empty list is as-if choices were unset; builder must
+        # not break. If the caller sent choices=[] we treat the field as
+        # plain str.
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[
+                UseCaseFieldDef(
+                    name="kind", type="str", required=True, choices=[]
+                )
+            ],
+        )
+        _req_cls, resp_cls = build_use_case_classes(iuc)
+        inst = resp_cls(kind="anything")
+        assert inst.kind == "anything"
+
+
+class TestValidation:
+    def test_duplicate_field_names_raise(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[
+                UseCaseFieldDef(name="foo", type="str"),
+                UseCaseFieldDef(name="foo", type="int"),
+            ],
+        )
+        with pytest.raises(IXException) as exc:
+            build_use_case_classes(iuc)
+        assert exc.value.code is IXErrorCode.IX_001_001
+
+    def test_invalid_field_name_raises(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[UseCaseFieldDef(name="123abc", type="str")],
+        )
+        with pytest.raises(IXException) as exc:
+            build_use_case_classes(iuc)
+        assert exc.value.code is IXErrorCode.IX_001_001
+
+    def test_empty_fields_list_raises(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X", system_prompt="p", fields=[]
+        )
+        with pytest.raises(IXException) as exc:
+            build_use_case_classes(iuc)
+        assert exc.value.code is IXErrorCode.IX_001_001
+
+
+class TestResponseClassNaming:
+    def test_class_name_sanitised(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="Bank / Statement — header!",
+            system_prompt="p",
+            fields=[UseCaseFieldDef(name="x", type="str")],
+        )
+        _req_cls, resp_cls = build_use_case_classes(iuc)
+        assert resp_cls.__name__.startswith("Inline_")
+        # Only alphanumerics and underscores remain.
+        assert all(c.isalnum() or c == "_" for c in resp_cls.__name__)
+
+    def test_fresh_instances_per_call(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="X",
+            system_prompt="p",
+            fields=[UseCaseFieldDef(name="x", type="str")],
+        )
+        req1, resp1 = build_use_case_classes(iuc)
+        req2, resp2 = build_use_case_classes(iuc)
+        assert resp1 is not resp2
+        assert req1 is not req2
+
+
+class TestRequestClassShape:
+    def test_request_class_exposes_prompt_and_default(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="My Case",
+            system_prompt="Follow directions.",
+            default_model="qwen3:14b",
+            fields=[UseCaseFieldDef(name="x", type="str")],
+        )
+        req_cls, _resp_cls = build_use_case_classes(iuc)
+        inst = req_cls()
+        assert inst.use_case_name == "My Case"
+        assert inst.system_prompt == "Follow directions."
+        assert inst.default_model == "qwen3:14b"
+        assert issubclass(req_cls, BaseModel)
+
+    def test_default_model_none_when_unset(self) -> None:
+        iuc = InlineUseCase(
+            use_case_name="My Case",
+            system_prompt="Follow directions.",
+            fields=[UseCaseFieldDef(name="x", type="str")],
+        )
+        req_cls, _resp_cls = build_use_case_classes(iuc)
+        inst = req_cls()
+        assert inst.default_model is None

uv.lock

@@ -7,6 +7,15 @@ resolution-markers = [
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