Coherence pass — PRD/PHASES updates, config snapshot wired, unit tests

J flagged the audit: "make sure everything flows coherently, no
pseudocode or unnecessary patches or ignoring any particular part of
what we built." This is that pass.

PRD.md updates:
- Phase 19 refinement block — geo-filter + role-prefilter WIRED with
  citation density numbers (0.32 → 1.38, and 2 → 28 on same scenario).
- Phase 20 rewrite — mistral dropped, qwen3.5 + qwen3 local hot path,
  think:false as the key mechanical finding, kimi-k2.6 upgrade path.
- Phase 21 status block — think plumbing + cloud executor routing
  added after original commit.
- Phase 22 item B (cloud rescue) — pivot sanitizer, rescue verified
  1/3 on stress_01.
- Phase 23 NEW — staffer identity + tool_level + competence-weighted
  retrieval + kb_staffer_report. Auto-discovered worker labels called
  out with real numbers (Rachel Lewis 12× across 4 staffers).
- Phase 24 NEW — Observer/Autotune integration gap DOCUMENTED, not
  fixed. Observer has been idle at 0 ops for 3600+ cycles because
  scenarios hit gateway:3100 directly, bypassing MCP:3700 which the
  observer wraps. This is the honest "we're not using it in these
  tests" signal J surfaced. Fix deferred; gap visible now.

PHASES.md:
- Appended Phases 20-23 as checked, Phase 24 as unchecked gap.
- Updated footer count: 102 unit tests across all layers.
- Latest line updated with 14× citation lift + 46.4pt tool-asymmetry
  finding.

scenario.ts:
- snapshotConfig() was defined but never called. Now fires at every
  scenario start with a stable sha256 hash over the active model set +
  tool_level + cloud flags. config_snapshots.jsonl finally populates,
  which the error_corrections diff path needs to work correctly.

kb.test.ts (new): 4 signature invariant tests — stability across
unrelated fields (date, contract, staffer), sensitivity to role/city/
count changes, digest shape. All pass under `bun test`.

service.rs: 6 Rust extractor tests for extract_target_geo +
extract_target_role — basic, missing-state-returns-none, word
boundary (civilian != city), multi-word role, absent role, quoted
value parse. All pass under `cargo test -p vectord --lib extractor_tests`.

Dangling items now honestly documented rather than silently pending:
- Chunking cache (config/models.json SPEC, not wired) — flagged
- Playbook versioning (SPEC, not wired) — flagged
- Observer integration (WIRED but disconnected) — new Phase 24
This commit is contained in:
root
2026-04-20 23:29:13 -05:00
parent ad0edbe29c
commit 137aed64fb
5 changed files with 271 additions and 13 deletions
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@@ -230,7 +230,7 @@
- Profile-driven routing: `POST /vectors/profile/{id}/search` auto-routes to Lance when profile.vector_backend=lance
- Auto-migrate + auto-index on activation
- Measured on real 100K × 768d: migrate 0.57s, IVF_PQ build 16.2s (14× faster than HNSW 230s), search 23ms, append 100 rows 3.3ms, doc_id fetch 3.5ms (with scalar btree)
- IVF_PQ recall@10 = 0.805 (HNSW = 1.000) — measured via `/vectors/lance/recall/{idx}` harness
- IVF_PQ recall@10 = 0.805 with Lance's default `nprobes=1` (the hidden cap — see 2026-04-20 tuning work below, which lifts it to 1.000). Measured via `/vectors/lance/recall/{idx}` harness.
- [x] Phase E.3: Scheduled ingest — 2026-04-17
- `ingestd::schedule` module: ScheduleDef, ScheduleStore (JSON at `_schedules/{id}.json`), Scheduler tokio task
- Supports MySQL + Postgres sources on interval triggers (Cron variant defined, parsing stubbed)
@@ -241,10 +241,68 @@
- Two-tier: lopdf text extraction → Tesseract 5.5 fallback for scanned/image PDFs
- Extracts embedded XObject /Image streams, shells to tesseract --oem 3 --psm 6
- Same schema (source_file, page_number, text_content) — downstream unchanged
- [ ] Fine-tuned domain models
- [ ] Multi-node query distribution
- [x] Catalog hygiene — idempotent `register()` + dedupe + DELETE (2026-04-19, ADR-020)
- `catalogd::Registry::register` now gates on `(name, schema_fingerprint)`: same fp → reuse `DatasetId` and update objects in place; different fp → return error (409 Conflict on HTTP, `FAILED_PRECONDITION` on gRPC). First-time registration is unchanged.
- `POST /catalog/dedupe` one-shot operator endpoint collapses pre-existing duplicates; winner = non-null `row_count` first, newest `updated_at` second.
- `DELETE /catalog/datasets/by-name/{name}` removes the manifest from both in-memory registry and object storage (metadata-only — parquet files, vector indexes, tombstones are NOT cascade-deleted). Added to support test-harness cleanup; also plugs a real catalog hole where zombie entries from prior deletes would break DataFusion schema inference.
- Cleanup run on live catalog: 374 → 31 datasets, 343 orphan manifests removed, 0 errors. 308× `successful_playbooks` was the worst offender.
- Concurrency: write lock held across storage I/O in `register()` to close the check→insert TOCTOU window (32-worker multi-threaded stress test verifies single-manifest invariant).
- End-to-end verification: `scripts/e2e_pipeline_check.sh` runs 31 assertions across 12 pipeline stages (ingest → catalog → SQL+JOIN → dedup → idempotency → metadata → PII → vector embed → semantic search → cleanup) against the live gateway. Idempotent across repeat runs.
- Tests: 11 new in `catalogd` (was 0, includes 3 concurrency tests + 3 delete_dataset tests); 11 new in `storaged` for `AppendLog` + `ErrorJournal` (was 0). Fixed a broken doctest in `append_log.rs`.
- [x] Autotune agent: portfolio rotation + auto-bootstrap (2026-04-20)
- `pick_periodic_target` now sources candidates from `IndexRegistry` (not just promoted indexes) and picks least-recently-tuned, so trial budget spreads across every index with ≥1000 vectors instead of fixating on one converged champion.
- `run_one_cycle` bootstraps on first visit: `ensure_auto_harness` auto-generates `{index}_auto` (20 synthetic self-queries, k=10, brute-force ground truth) if missing, then seeds with `HnswConfig::default()` (ec=80/es=30).
- Regression fix: `harness::recall_at_k` now uses set-intersection semantics. The prior impl counted duplicates in `predicted` — on corpora with repeated chunks (`kb_response_cache_agent`) this inflated recall above 1.0 and poisoned promotion decisions. +7 unit tests.
- [x] Scheduled ingest: real cron parsing (2026-04-20)
- Vixie-compatible 5/6-field cron via `croner` crate. Day-of-week follows Unix convention (`1-5` = Mon-Fri). 6-field adds seconds granularity.
- `validate_trigger` in `ingestd::schedule` — create/patch handlers reject malformed expressions with `400 BAD_REQUEST` at creation time, not silently at fire time.
- Swapped away from the `cron` crate (0.16) which uses a non-Unix DOW convention (`1=Sun`) that would silently bite anyone writing `1-5` expecting weekdays. +9 unit tests.
- [x] EvalSets federation (2026-04-20)
- `harness::HarnessStore` mirrors the TrialJournal / PromotionRegistry federation pattern: eval artifacts colocate with each index's recorded bucket; legacy evals in primary remain discoverable via a fallback path; cross-bucket listing dedupes.
- Every eval callsite (service.rs × 5, agent.rs × 3, autotune.rs × 1) now routes through `HarnessStore`. `VectorState` and `AgentDeps` each hold a shared instance.
- [x] Index bucket-migrate PATCH (2026-04-20)
- `PATCH /vectors/indexes/{name}/bucket` copies an index's vector parquet + trial-journal batches + promotion file + auto-harness to `dest_bucket`, flips `IndexMeta.bucket` as the commit point, and evicts the `EmbeddingCache` so next load reads from the new bucket. Optional `delete_source: true` sweeps source artifacts.
- Lance-backed indexes refused with 400 — Lance URIs are bucket-specific and require rewriting the dataset, separate story. Round-trip verified: 390 artifacts, 0.04s.
- [x] IVF_PQ recall tuning (2026-04-20)
- `LanceVectorStore::search` now accepts optional `nprobes` + `refine_factor`. Lance's built-in `nprobes=1` default was the hidden cap on recall — on 316-partition `resumes_100k_v2` it searched only 0.3% of partitions per query.
- Server defaults (`LANCE_DEFAULT_NPROBES=20`, `LANCE_DEFAULT_REFINE_FACTOR=5`) flow through the scoped-search path and the autotune harness. Measured on `resumes_100k_v2`: recall `0.805 → 1.000` at p50 ≈ 7.4ms. Even `nprobes=5, refine=5` saturates recall at p50 ≈ 4.7ms.
- `/vectors/lance/recall/{idx}` accepts per-request `nprobes` / `refine_factor` so operators can sweep the curve.
- [x] **Phase 19: Playbook memory (meta-index)** — the feedback loop originally implied by the PRD but never built. Playbooks stop being write-only; they start shaping future rankings. (2026-04-20)
- [x] 19.1 — `POST /vectors/playbook_memory/rebuild` scans `successful_playbooks` via DataFusion, builds one `PlaybookEntry` per row (operation + approach + context embedded as one vector via nomic-embed-text)
- [x] 19.2 — Brute-force cosine search over in-memory embeddings (chosen over HNSW: successful_playbooks maxes around thousands of rows, overhead of a second indexed surface isn't worth it until that ceiling bites)
- [x] 19.3 — Endorsed names parsed out of `result` column, keyed by `(city, state, name)` tuple so shared names across cities don't cross-pollinate. Parsing via `parse_names` + `parse_city_state` helpers (7 unit tests)
- [x] 19.4 — `/vectors/hybrid?use_playbook_memory=true`: fetches `top_k * 5` candidates so endorsed workers outside the vanilla top-K can still climb. Boost is additive on vector score, each hit carries `playbook_boost` + `playbook_citations` in the response for explainability
- [x] 19.5 — Multi-agent orchestrator (`tests/multi-agent/orchestrator.ts`) auto-seeds `POST /vectors/playbook_memory/seed` on consensus_done, so the next query sees the new endorsement without a full `/rebuild`. Closes the feedback loop: two agents reach consensus → playbook sealed → next query re-ranks
- [x] 19.6 — `MAX_BOOST_PER_WORKER = 0.25` enforced in `compute_boost_for`; verified with unit test (100 identical playbooks → boost capped at 0.25) and live test (5 identical seeds → exactly 0.25). Time decay deferred as optional
- Real finding surfaced during build: the 32 bootstrap rows in `successful_playbooks` reference phantom worker names — 80 of 82 don't correspond to actual rows in `workers_500k`. `/seed` endpoint bypasses `successful_playbooks` so operators can prime memory with real fixtures; production path is the orchestrator write-through
- [x] **Phase 19 refinement — geo + role prefilter on boost** (2026-04-21)
- Added `compute_boost_for_filtered` and `compute_boost_for_filtered_with_role` to `playbook_memory.rs`. SQL filter's `(city, state, role)` parsed in `service.rs`; exact role-matches in target geo skip cosine and earn similarity=1.0. Restored the feedback loop: matched=0 → matched=11 per query on the same Nashville test. Citation density on Riverfront Steel: 2 → 28 per run (14×).
- Rust unit tests: `extractor_tests::extract_target_geo_basic/_missing_state/_word_boundary`, `extract_target_role_basic/_none/_multi_word`. 6/6 pass.
- Diagnostic log: `playbook_boost: boosts=N sources=N parsed=N matched=N target_geo=? target_role=?` on every call.
- [x] **Phase 20: Model Matrix + Overseer Tiers** (2026-04-21)
- `config/models.json` — 5 tiers (t1_hot / t2_review / t3_overview / t4_strategic / t5_gatekeeper), each with context_window + context_budget + overflow_policy. Ollama Cloud bearer key from `/root/llm_team_config.json`.
- Hot path: qwen3.5:latest + qwen3:latest local with `think:false`. Mistral dropped after 0/14 fill on complex scenarios.
- T3 cloud: gpt-oss:120b via Ollama Cloud — verified 4-8s latency, strict JSON-shape output for remediation.
- [x] **Phase 21: Scratchpad + Tree-Split Continuation** (2026-04-21)
- `tests/multi-agent/agent.ts`: `estimateTokens()`, `assertContextBudget()`, `generateContinuable()`, `generateTreeSplit()`. `think` flag plumbed through sidecar's `/generate`. Empty-response backoff + truncation-continuation, no max_tokens tourniquet.
- Rust port queued: `crates/aibridge/src/continuation.rs`, `tree_split.rs`.
- [x] **Phase 22: Internal Knowledge Library** (2026-04-21)
- `data/_kb/` — signatures.jsonl, outcomes.jsonl, pathway_recommendations.jsonl, error_corrections.jsonl, config_snapshots.jsonl. Event-driven cycle: indexRun → recommendFor → loadRecommendation.
- Item B cloud rescue: failed event → cloud remediation JSON → retry with pivot. Verified 1/3 rescues succeeded on stress_01 (Gary IN → South Bend IN pivot).
- `scripts/kb_measure.py` aggregator. Unit tests: `kb.test.ts` — 4/4 pass (signature stability, role/city/count invariants, digest shape).
- [x] **Phase 23: Staffer identity + competence-weighted retrieval** (2026-04-21)
- ScenarioSpec gained `contract: ContractTerms` and `staffer: Staffer { id, name, tenure_months, role, tool_level }`.
- tool_level runtime overrides: full / local / basic / minimal. Basic + minimal route executor to Ollama Cloud `kimi-k2.5` (kimi-k2.6 pending pro-tier upgrade).
- `data/_kb/staffers.jsonl` — competence_score = 0.45·fill + 0.20·turn_eff + 0.20·cite + 0.15·rescue. Recomputed per run.
- `findNeighbors` now returns `weighted_score = cosine × max_staffer_competence`. `scripts/kb_staffer_report.py` — leaderboard + cross-staffer worker overlap (Rachel D. Lewis 12× across 4 staffers → auto-discovered high-value label).
- `gen_staffer_demo.ts` + `run_staffer_demo.sh` — 4 personas × 3 contracts = 12 runs.
- [ ] **Phase 24: Observer / Autotune integration** (GAP, not wired)
- `lakehouse-observer.service` watches MCP :3700; scenario.ts hits gateway :3100 directly. Observer idle at 0 ops across 3600+ cycles. Autotune runs on its own schedule, never sees scenario outcomes.
- Next-sprint: scenario emits per-event outcome summaries to observer's ingest path; observer ERROR_ANALYZER + PLAYBOOK_BUILDER loops consume them; autotune subscribes to the metric stream.
- [ ] Fine-tuned domain models (Phase 25+)
- [ ] Multi-node query distribution (only if ceilings bite)
---
**52+ unit tests | 13 crates | 19 ADRs | 2.47M rows | 100K vectors | Hybrid Parquet+HNSW ⊕ Lance**
**Latest: 2026-04-17 — 8 commits shipping Phase 16.2 through Phase 18**
**102 unit tests | 13 crates | 20 ADRs | 2.47M rows | 100K vectors | Hybrid Parquet+HNSW ⊕ Lance | Phase 19 refined + 20-23 shipped**
**Latest: 2026-04-21 — Phases 20-23 shipped. Geo+role prefilter lifted playbook citation density 14×. Cloud rescue converts zero-supply failures into successful pivots. Staffer competence weighting differentiates full-tool senior from minimal-tool trainee by 46.4pt fill rate on same contracts. Phase 24 observer integration flagged as honest gap.**