Phase 21 Rust port + Phase 27 playbook versioning + doc-sync
Phase 21 — Rust port of scratchpad + tree-split primitives (companion to
the 2026-04-21 TS shipment). New crates/aibridge modules:
context.rs — estimate_tokens (chars/4 ceil), context_window_for,
assert_context_budget returning a BudgetCheck with
numeric diagnostics on both success and overflow.
Windows table mirrors config/models.json.
continuation.rs — generate_continuable<G: TextGenerator>. Handles the
two failure modes: empty-response from thinking
models (geometric 2x budget backoff up to budget_cap)
and truncated-non-empty (continuation with partial
as scratchpad). is_structurally_complete balances
braces then JSON.parse-checks. Guards the degen case
"all retries empty, don't loop on empty partial".
tree_split.rs — generate_tree_split map->reduce with running
scratchpad. Per-shard + reduce-prompt go through
assert_context_budget first; loud-fails rather than
silently truncating. Oldest-digest-first scratchpad
truncation at scratchpad_budget (default 6000 t).
TextGenerator trait (native async-fn-in-trait, edition 2024). AiClient
implements it; ScriptedGenerator test double lets tests inject canned
sequences without a live Ollama.
GenerateRequest gained think: Option<bool> — forwards to sidecar for
per-call hidden-reasoning opt-out on hot-path JSON emitters. Three
existing callsites updated (rag.rs x2, service.rs hybrid answer).
Phase 27 — Playbook versioning. PlaybookEntry gained four optional
fields (all #[serde(default)] so pre-Phase-27 state loads as roots):
version u32, default 1
parent_id Option<String>, previous version's playbook_id
superseded_at Option<String>, set when newer version replaces
superseded_by Option<String>, the playbook_id that replaced
New methods:
revise_entry(parent_id, new_entry) — appends new version, stamps
superseded_at+superseded_by on parent, inherits parent_id and sets
version = parent + 1 on the new entry. Rejects revising a retired
or already-superseded parent (tip-of-chain is the only valid
revise target).
history(playbook_id) — returns full chain root->tip from any node.
Walks parent_id back to root, then superseded_by forward to tip.
Cycle-safe.
Superseded entries excluded from boost (same rule as retired): filter
in compute_boost_for_filtered_with_role (both active-entries prefilter
and geo-filtered path), rebuild_geo_index, and upsert_entry's existing-
idx search. status_counts returns (total, retired, superseded, failures);
/status JSON reports active = total - retired - superseded.
Endpoints:
POST /vectors/playbook_memory/revise
GET /vectors/playbook_memory/history/{id}
Doc-sync — PHASES.md + PRD.md drifted from git after Phases 24-26
shipped. Fixes applied:
- Phase 24 marked shipped (commit b95dd86) with detail of observer
HTTP ingest + scenario outcome streaming. PRD "NOT YET WIRED"
rewritten to reflect shipped state.
- Phase 25 (validity windows, commit e0a843d) added to PHASES +
PRD.
- Phase 26 (Mem0 upsert + Letta hot cache, commit 640db8c) added.
- Phase 27 entry added to both docs.
- Phase 19.6 time decay corrected: was documented as "deferred",
actually wired via BOOST_HALF_LIFE_DAYS = 30.0 in playbook_memory.rs.
- Phase E/Phase 8 tombstone-at-compaction limit note updated —
Phase E.2 closed it.
Tests: 8 new version_tests in vectord (chain-metadata stamping,
retired/superseded parent rejection, boost exclusion, history from
root/tip/middle, legacy default round-trip, status counts). 25 new
aibridge tests (context/continuation/tree_split). Workspace total
145 green (was 120).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
profit
co-authored by
Claude Opus 4.7
Claude Opus 4.7
parent
640db8c63c
commit
a6f12e2609
@@ -113,8 +113,31 @@ pub struct PlaybookEntry {
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/// "manual: operator requested via POST /retire"
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#[serde(default)]
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pub retirement_reason: Option<String>,
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/// Phase 27 — monotonic version counter within a playbook chain.
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/// First version is 1; `revise_entry` sets the new entry's version
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/// to parent.version + 1. Entries persisted before Phase 27 get
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/// version=1 via serde default and are treated as roots.
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#[serde(default = "default_version")]
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pub version: u32,
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/// Phase 27 — playbook_id of the prior version in this chain. None
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/// for root entries (first version).
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#[serde(default)]
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pub parent_id: Option<String>,
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/// Phase 27 — timestamp set when a newer version replaced this
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/// entry via `revise_entry`. Superseded entries are excluded from
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/// boost calculations (same rule as `retired_at`) but remain
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/// queryable via `history` for audit.
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#[serde(default)]
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pub superseded_at: Option<String>,
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/// Phase 27 — playbook_id of the entry that replaced this one.
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/// Walking `superseded_by` from the root forward reconstructs the
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/// full version chain.
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#[serde(default)]
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pub superseded_by: Option<String>,
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}
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fn default_version() -> u32 { 1 }
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/// A recorded failure — worker who didn't deliver on a contract.
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/// Tracked per (city, state, name) so a single worker's failures on
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/// Toledo Welder contracts don't penalize the same name in Chicago.
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@@ -168,6 +191,17 @@ pub enum UpsertOutcome {
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Noop(String),
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}
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/// Phase 27 — shape returned from `revise_entry`. Reports both ends of
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/// the supersession so callers can link citations or audit chains.
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#[derive(Debug, Clone, Serialize)]
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pub struct ReviseOutcome {
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pub parent_id: String,
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pub parent_version: u32,
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pub new_playbook_id: String,
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pub new_version: u32,
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pub superseded_at: String,
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}
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/// Return YYYY-MM-DD from an RFC3339 timestamp. Falls back to the
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/// first 10 chars if parse fails — tolerant for legacy entries that
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/// stored a bare date.
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@@ -204,13 +238,15 @@ impl PlaybookMemory {
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/// Rebuild the geo index from scratch. Called by every mutation
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/// helper after persist succeeds. O(n) scan of entries; at current
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/// scale ~40µs. Skips retired entries — they never participate in
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/// boost filtering, so indexing them would just waste lookups.
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/// scale ~40µs. Skips retired and superseded entries — they never
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/// participate in boost filtering, so indexing them would just
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/// waste lookups.
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async fn rebuild_geo_index(&self) {
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let state = self.state.read().await;
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let mut idx: HashMap<(String, String), Vec<usize>> = HashMap::new();
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for (i, e) in state.entries.iter().enumerate() {
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if e.retired_at.is_some() { continue; }
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if e.superseded_at.is_some() { continue; }
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let (Some(city), Some(st)) = (&e.city, &e.state) else { continue; };
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let key = (city.to_ascii_lowercase(), st.to_ascii_uppercase());
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idx.entry(key).or_default().push(i);
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@@ -312,13 +348,129 @@ impl PlaybookMemory {
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Ok(count)
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}
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/// Stats accessor for the /status endpoint and tests.
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pub async fn status_counts(&self) -> (usize, usize, usize) {
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/// Phase 27 — append a new version of an existing playbook. The
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/// parent is stamped with `superseded_at` + `superseded_by`; the
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/// new entry inherits `parent_id` and gets `version = parent + 1`.
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/// Errors when the parent is retired (terminal state) or already
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/// superseded (must revise the tip of the chain, not a middle
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/// node). Caller supplies the new entry with its own fresh
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/// `playbook_id`; chain-metadata fields on the input are
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/// overwritten so callers can't fabricate a mismatched history.
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pub async fn revise_entry(
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&self,
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parent_id: &str,
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mut new_entry: PlaybookEntry,
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) -> Result<ReviseOutcome, String> {
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let now = chrono::Utc::now().to_rfc3339();
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let mut state = self.state.write().await;
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let Some(i) = state.entries.iter().position(|e| e.playbook_id == parent_id) else {
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return Err(format!("parent playbook_id '{parent_id}' not found"));
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};
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{
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let parent = &state.entries[i];
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if parent.retired_at.is_some() {
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return Err(format!(
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"cannot revise retired playbook '{parent_id}' — retirement is terminal"
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));
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}
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if let Some(succ) = &parent.superseded_by {
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return Err(format!(
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"playbook '{parent_id}' already superseded by '{succ}'; \
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revise the latest version in the chain instead"
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));
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}
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}
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let parent_version = state.entries[i].version;
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let new_version = parent_version.saturating_add(1);
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let parent_pid = state.entries[i].playbook_id.clone();
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let new_pid = new_entry.playbook_id.clone();
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if new_pid.is_empty() {
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return Err("new playbook_id must not be empty".into());
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}
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if new_pid == parent_pid {
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return Err("new playbook_id must differ from parent".into());
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}
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// Enforce chain-metadata integrity — caller doesn't get to
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// fabricate these.
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new_entry.version = new_version;
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new_entry.parent_id = Some(parent_pid.clone());
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new_entry.superseded_at = None;
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new_entry.superseded_by = None;
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let parent_mut = &mut state.entries[i];
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parent_mut.superseded_at = Some(now.clone());
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parent_mut.superseded_by = Some(new_pid.clone());
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state.entries.push(new_entry);
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drop(state);
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self.persist().await?;
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self.rebuild_geo_index().await;
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Ok(ReviseOutcome {
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parent_id: parent_pid,
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parent_version,
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new_playbook_id: new_pid,
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new_version,
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superseded_at: now,
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})
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}
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/// Phase 27 — return the full version chain that contains this
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/// playbook_id, ordered from root (v1) to tip. Walks `parent_id`
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/// backward to find the root, then `superseded_by` forward to the
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/// tip. Returns empty if the id isn't present. Cycle-safe via a
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/// visited set; unreachable in normal operation but the guard is
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/// cheap.
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pub async fn history(&self, playbook_id: &str) -> Vec<PlaybookEntry> {
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let state = self.state.read().await;
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let by_id: HashMap<&str, &PlaybookEntry> = state.entries
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.iter()
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.map(|e| (e.playbook_id.as_str(), e))
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.collect();
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let Some(seed) = by_id.get(playbook_id).copied() else {
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return vec![];
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};
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// Walk backward to root.
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let mut cursor = seed;
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let mut seen: std::collections::HashSet<String> = std::collections::HashSet::new();
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seen.insert(cursor.playbook_id.clone());
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while let Some(pid) = &cursor.parent_id {
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let Some(&next) = by_id.get(pid.as_str()) else { break };
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if !seen.insert(next.playbook_id.clone()) { break; }
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cursor = next;
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}
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let root = cursor;
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// Walk forward to tip.
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let mut chain = vec![root.clone()];
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let mut cursor = root;
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let mut seen_fwd: std::collections::HashSet<String> = std::collections::HashSet::new();
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seen_fwd.insert(cursor.playbook_id.clone());
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while let Some(nid) = &cursor.superseded_by {
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let Some(&next) = by_id.get(nid.as_str()) else { break };
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if !seen_fwd.insert(next.playbook_id.clone()) { break; }
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cursor = next;
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chain.push(cursor.clone());
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}
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chain
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}
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/// Stats accessor for the /status endpoint and tests. Returns
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/// (total, retired, superseded, failures). Phase 27 added
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/// superseded as a distinct counter: a superseded entry is
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/// replaced-by-newer-version, which is a different lifecycle event
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/// than retired-stop-using.
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pub async fn status_counts(&self) -> (usize, usize, usize, usize) {
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let state = self.state.read().await;
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let total = state.entries.len();
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let retired = state.entries.iter().filter(|e| e.retired_at.is_some()).count();
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let superseded = state.entries.iter().filter(|e| e.superseded_at.is_some()).count();
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let failures = state.failures.len();
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(total, retired, failures)
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(total, retired, superseded, failures)
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}
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/// Phase 26 — Mem0-style upsert. Decides ADD / UPDATE / NOOP based
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@@ -353,6 +505,7 @@ impl PlaybookMemory {
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let mut existing_idx: Option<usize> = None;
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for (i, e) in state.entries.iter().enumerate() {
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if e.retired_at.is_some() { continue; }
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if e.superseded_at.is_some() { continue; }
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if e.operation != new_entry.operation { continue; }
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if day_key(&e.timestamp) != new_day { continue; }
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if e.city != new_entry.city || e.state != new_entry.state { continue; }
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@@ -514,6 +667,7 @@ impl PlaybookMemory {
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.iter()
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.filter(|e| {
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if e.retired_at.is_some() { return false; }
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if e.superseded_at.is_some() { return false; }
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if let Some(vu) = &e.valid_until {
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if let Ok(parsed) = chrono::DateTime::parse_from_rfc3339(vu) {
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if now > parsed.with_timezone(&chrono::Utc) { return false; }
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@@ -543,6 +697,7 @@ impl PlaybookMemory {
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.filter_map(|i| state.entries.get(i))
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.filter(|e| {
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if e.retired_at.is_some() { return false; }
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if e.superseded_at.is_some() { return false; }
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if let Some(vu) = &e.valid_until {
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if let Ok(parsed) = chrono::DateTime::parse_from_rfc3339(vu) {
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if now > parsed.with_timezone(&chrono::Utc) { return false; }
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@@ -1055,6 +1210,10 @@ pub async fn rebuild(
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valid_until: None,
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retired_at: None,
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retirement_reason: None,
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version: 1,
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parent_id: None,
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superseded_at: None,
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superseded_by: None,
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}
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})
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.collect();
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@@ -1237,6 +1396,10 @@ mod tests {
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valid_until: None,
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retired_at: None,
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retirement_reason: None,
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version: 1,
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parent_id: None,
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superseded_at: None,
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superseded_by: None,
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})
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.collect();
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tokio::runtime::Runtime::new().unwrap().block_on(async {
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@@ -1270,6 +1433,10 @@ mod validity_window_tests {
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valid_until,
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retired_at: None,
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retirement_reason: None,
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version: 1,
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parent_id: None,
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superseded_at: None,
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superseded_by: None,
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}
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}
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@@ -1279,7 +1446,7 @@ mod validity_window_tests {
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pm.set_entries(vec![mkentry("pb-1", "Nashville", "TN", None, None)]).await.unwrap();
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let touched = pm.retire_one("pb-1", "manual test").await.unwrap();
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assert!(touched);
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let (total, retired, _) = pm.status_counts().await;
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let (total, retired, _, _) = pm.status_counts().await;
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assert_eq!(total, 1);
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assert_eq!(retired, 1);
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// Second retirement is a no-op
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@@ -1335,7 +1502,7 @@ mod validity_window_tests {
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// Only pb-old-schema should be retired — pb-new-schema matches,
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// pb-no-fp has no fingerprint so it's legacy-safe.
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assert_eq!(retired, 1);
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let (_, total_retired, _) = pm.status_counts().await;
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let (_, total_retired, _, _) = pm.status_counts().await;
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assert_eq!(total_retired, 1);
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}
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@@ -1348,7 +1515,7 @@ mod validity_window_tests {
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// Nashville migration shouldn't touch Chicago
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let retired = pm.retire_on_schema_drift("Nashville", "TN", "fp-v2", "test").await.unwrap();
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assert_eq!(retired, 1);
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let (_, r, _) = pm.status_counts().await;
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let (_, r, _, _) = pm.status_counts().await;
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assert_eq!(r, 1);
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}
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}
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@@ -1373,6 +1540,10 @@ mod upsert_tests {
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valid_until: None,
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retired_at: None,
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retirement_reason: None,
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version: 1,
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parent_id: None,
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superseded_at: None,
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superseded_by: None,
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}
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}
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@@ -1444,3 +1615,171 @@ mod upsert_tests {
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assert_eq!(pm.entry_count().await, 2);
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}
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}
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#[cfg(test)]
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mod version_tests {
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use super::*;
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use object_store::memory::InMemory;
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fn mk(id: &str, city: &str, state: &str) -> PlaybookEntry {
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PlaybookEntry {
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playbook_id: id.into(),
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operation: format!("fill: Welder x1 in {city}, {state}"),
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approach: "hybrid".into(),
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context: "test".into(),
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timestamp: chrono::Utc::now().to_rfc3339(),
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endorsed_names: vec!["Alice Smith".into()],
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city: Some(city.into()),
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state: Some(state.into()),
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embedding: Some(vec![1.0, 0.0, 0.0]),
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schema_fingerprint: None,
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valid_until: None,
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retired_at: None,
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retirement_reason: None,
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version: 1,
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parent_id: None,
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superseded_at: None,
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superseded_by: None,
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}
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}
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#[tokio::test]
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async fn revise_stamps_chain_metadata_on_both_ends() {
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let pm = PlaybookMemory::new(Arc::new(InMemory::new()));
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pm.set_entries(vec![mk("pb-v1", "Nashville", "TN")]).await.unwrap();
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let outcome = pm.revise_entry("pb-v1", mk("pb-v2", "Nashville", "TN"))
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.await
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.expect("revise should succeed against active root");
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assert_eq!(outcome.parent_id, "pb-v1");
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assert_eq!(outcome.parent_version, 1);
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assert_eq!(outcome.new_playbook_id, "pb-v2");
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assert_eq!(outcome.new_version, 2);
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assert!(!outcome.superseded_at.is_empty());
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let snap = pm.snapshot().await;
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let v1 = snap.iter().find(|e| e.playbook_id == "pb-v1").unwrap();
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let v2 = snap.iter().find(|e| e.playbook_id == "pb-v2").unwrap();
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assert_eq!(v1.superseded_by.as_deref(), Some("pb-v2"));
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assert!(v1.superseded_at.is_some());
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assert_eq!(v2.parent_id.as_deref(), Some("pb-v1"));
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assert_eq!(v2.version, 2);
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assert!(v2.superseded_at.is_none());
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}
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#[tokio::test]
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async fn revise_rejects_retired_parent() {
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let pm = PlaybookMemory::new(Arc::new(InMemory::new()));
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let mut e1 = mk("pb-v1", "Nashville", "TN");
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e1.retired_at = Some(chrono::Utc::now().to_rfc3339());
|
||||
pm.set_entries(vec![e1]).await.unwrap();
|
||||
let err = pm.revise_entry("pb-v1", mk("pb-v2", "Nashville", "TN")).await
|
||||
.expect_err("revise on retired parent must error");
|
||||
assert!(err.contains("retired"), "error should mention retirement: {err}");
|
||||
}
|
||||
|
||||
#[tokio::test]
|
||||
async fn revise_rejects_already_superseded_parent() {
|
||||
let pm = PlaybookMemory::new(Arc::new(InMemory::new()));
|
||||
pm.set_entries(vec![mk("pb-v1", "Nashville", "TN")]).await.unwrap();
|
||||
pm.revise_entry("pb-v1", mk("pb-v2", "Nashville", "TN")).await.unwrap();
|
||||
// pb-v1 is now superseded; revising it again must fail — caller
|
||||
// should revise pb-v2 (the tip) instead.
|
||||
let err = pm.revise_entry("pb-v1", mk("pb-v3-fake", "Nashville", "TN")).await
|
||||
.expect_err("revise on superseded parent must error");
|
||||
assert!(err.contains("superseded"), "error should mention supersession: {err}");
|
||||
}
|
||||
|
||||
#[tokio::test]
|
||||
async fn superseded_entries_excluded_from_boost() {
|
||||
let pm = PlaybookMemory::new(Arc::new(InMemory::new()));
|
||||
pm.set_entries(vec![mk("pb-v1", "Nashville", "TN")]).await.unwrap();
|
||||
let mut v2 = mk("pb-v2", "Nashville", "TN");
|
||||
v2.endorsed_names = vec!["Carol Davis".into()];
|
||||
pm.revise_entry("pb-v1", v2).await.unwrap();
|
||||
|
||||
let boosts = pm.compute_boost_for_filtered_with_role(
|
||||
&[1.0, 0.0, 0.0], 100, 0.5,
|
||||
Some(("Nashville", "TN")), Some("Welder"),
|
||||
).await;
|
||||
// v1's endorsement (Alice Smith) should be absent — it was
|
||||
// superseded. v2's endorsement (Carol Davis) should be present.
|
||||
assert!(
|
||||
!boosts.contains_key(&("Nashville".into(), "TN".into(), "Alice Smith".into())),
|
||||
"superseded entry's endorsement must not boost"
|
||||
);
|
||||
let carol = boosts.get(&("Nashville".into(), "TN".into(), "Carol Davis".into()));
|
||||
assert!(carol.is_some(), "tip version's endorsement must still boost");
|
||||
assert!(carol.unwrap().citations.contains(&"pb-v2".to_string()));
|
||||
}
|
||||
|
||||
#[tokio::test]
|
||||
async fn history_walks_root_to_tip_from_any_node() {
|
||||
let pm = PlaybookMemory::new(Arc::new(InMemory::new()));
|
||||
pm.set_entries(vec![mk("pb-v1", "Nashville", "TN")]).await.unwrap();
|
||||
pm.revise_entry("pb-v1", mk("pb-v2", "Nashville", "TN")).await.unwrap();
|
||||
pm.revise_entry("pb-v2", mk("pb-v3", "Nashville", "TN")).await.unwrap();
|
||||
|
||||
// Starting from the root — same chain.
|
||||
let chain_from_root = pm.history("pb-v1").await;
|
||||
assert_eq!(chain_from_root.len(), 3);
|
||||
assert_eq!(chain_from_root[0].playbook_id, "pb-v1");
|
||||
assert_eq!(chain_from_root[1].playbook_id, "pb-v2");
|
||||
assert_eq!(chain_from_root[2].playbook_id, "pb-v3");
|
||||
|
||||
// Starting from the tip — same chain, same order.
|
||||
let chain_from_tip = pm.history("pb-v3").await;
|
||||
assert_eq!(chain_from_tip.len(), 3);
|
||||
assert_eq!(chain_from_tip[0].playbook_id, "pb-v1");
|
||||
assert_eq!(chain_from_tip[2].playbook_id, "pb-v3");
|
||||
|
||||
// Starting from the middle — same chain.
|
||||
let chain_from_mid = pm.history("pb-v2").await;
|
||||
assert_eq!(chain_from_mid.len(), 3);
|
||||
assert_eq!(chain_from_mid[0].playbook_id, "pb-v1");
|
||||
assert_eq!(chain_from_mid[2].playbook_id, "pb-v3");
|
||||
}
|
||||
|
||||
#[tokio::test]
|
||||
async fn history_empty_for_unknown_id() {
|
||||
let pm = PlaybookMemory::new(Arc::new(InMemory::new()));
|
||||
pm.set_entries(vec![mk("pb-v1", "Nashville", "TN")]).await.unwrap();
|
||||
assert!(pm.history("pb-nonexistent").await.is_empty());
|
||||
}
|
||||
|
||||
#[tokio::test]
|
||||
async fn status_counts_reports_superseded_separately() {
|
||||
let pm = PlaybookMemory::new(Arc::new(InMemory::new()));
|
||||
pm.set_entries(vec![mk("pb-v1", "Nashville", "TN")]).await.unwrap();
|
||||
pm.revise_entry("pb-v1", mk("pb-v2", "Nashville", "TN")).await.unwrap();
|
||||
let (total, retired, superseded, _) = pm.status_counts().await;
|
||||
assert_eq!(total, 2);
|
||||
assert_eq!(retired, 0);
|
||||
assert_eq!(superseded, 1);
|
||||
}
|
||||
|
||||
#[tokio::test]
|
||||
async fn legacy_entries_without_version_default_to_v1() {
|
||||
// Simulate state persisted before Phase 27 — no version field.
|
||||
// Serde default kicks in; entries should be treated as roots.
|
||||
let json = r#"{
|
||||
"entries": [{
|
||||
"playbook_id": "pb-legacy",
|
||||
"operation": "fill: Welder x1 in Nashville, TN",
|
||||
"approach": "hybrid",
|
||||
"context": "",
|
||||
"timestamp": "2026-04-21T00:00:00Z",
|
||||
"endorsed_names": ["Alice"],
|
||||
"city": "Nashville",
|
||||
"state": "TN"
|
||||
}],
|
||||
"last_rebuilt_at": 0,
|
||||
"failures": []
|
||||
}"#;
|
||||
let state: PlaybookMemoryState = serde_json::from_str(json).unwrap();
|
||||
let legacy = &state.entries[0];
|
||||
assert_eq!(legacy.version, 1);
|
||||
assert!(legacy.parent_id.is_none());
|
||||
assert!(legacy.superseded_at.is_none());
|
||||
assert!(legacy.superseded_by.is_none());
|
||||
}
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user