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Phase 21 Rust port + Phase 27 playbook versioning + doc-sync

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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    or already-superseded parent (tip-of-chain is the only valid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
2026-04-21 17:40:49 -05:00
co-authored by Claude Opus 4.7
parent 640db8c63c
commit a6f12e2609
10 changed files with 1506 additions and 29 deletions
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docs/PRD.md
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@@ -514,22 +514,29 @@ Answers "who handled this" as a first-class dimension of the matrix index. Senio
- `scripts/run_staffer_demo.sh` — sequential batch with cloud T3.
- `scripts/kb_staffer_report.py` — leaderboard + top/bottom differential + cross-staffer overlap.
### Phase 24: Observer / Autotune integration (NOT YET WIRED — honest gap)
### Phase 24: Observer / Autotune integration (SHIPPED 2026-04-20, commit b95dd86)
J flagged this 2026-04-21 evening: the `lakehouse-observer.service` systemd unit has been running for 3600+ cycles but shows `total_ops=0 successes=0 failures=0` because `tests/multi-agent/scenario.ts` hits the Rust gateway directly on port 3100, bypassing the Bun MCP layer on 3700 that observer wraps.
The gap: `lakehouse-observer.service` wrapped MCP :3700, while `tests/multi-agent/scenario.ts` hit gateway :3100 directly. Observer idle at 0 ops across 3600+ cycles — scenarios invisible to ERROR_ANALYZER and PLAYBOOK_BUILDER, autotune running blind to outcomes.
Result: our test scenarios are INVISIBLE to the observer and the autotune pipeline. Autotune's HNSW parameter learning runs on its own schedule, but no signal from scenario outcomes flows into it.
**What shipped:**
- `observer.ts` Bun HTTP listener on `OBSERVER_PORT` (default 3800): `GET /health`, `GET /stats` (totals, by_source, recent scenario digest), `POST /event` for scenario outcomes.
- `ObservedOp` carries provenance — `source="scenario" | "mcp"` + `staffer_id` + `sig_hash` + `event_kind` + geo + rescue flags.
- `recordExternalOp()` — shared ring-buffer insert; main analyzer + playbook builder no longer care where the op came from.
- `persistOp()` fix: old path POSTed to `/ingest/file?name=observed_operations` which has REPLACE semantics (wiped prior ops); now uses append-friendly write-through.
**Target architecture:**
- Scenarios emit per-event outcome summaries to a path the observer polls (or POST to observer's ingest endpoint directly).
- Observer's ERROR ANALYZER + PLAYBOOK BUILDER loops consume those summaries alongside the MCP-layer ops.
- Autotune agent subscribes to a metric stream the observer writes.
### Phase 25: Validity windows + playbook retirement (SHIPPED 2026-04-21, commit e0a843d)
**Why deferred:** this is a real architecture change (coherent data path from scenario → observer → autotune → vectord index) and needs care. The observer's current `observed_operations` ingest uses REPLACE semantics (flagged in `feedback_ingest_replace_semantics.md`) — naive appending will wipe prior ops.
Zep 2026-era finding: temporal validity is the single highest-value memory-hygiene primitive. `PlaybookEntry` gained `schema_fingerprint` / `valid_until` / `retired_at` / `retirement_reason`. `compute_boost_for_filtered_with_role` skips retired + expired before geo/cosine ranking. Two retirement paths: `retire_one(id, reason)` for manual, `retire_on_schema_drift(city, state, fp, reason)` for batch migration sweep. Endpoint: `POST /vectors/playbook_memory/retire`.
**Status:** GAP DOCUMENTED, not fixed. Scenarios continue to populate KB directly. The parallel pipelines are coherent but separate; Phase 24 connects them.
### Phase 26: Mem0 upsert + Letta geo hot cache (SHIPPED 2026-04-21, commit 640db8c)
### Phase 25+: Further horizon
Same-day re-seed no longer duplicates rows. `/seed` with `append=true` routes through `upsert_entry` which decides ADD / UPDATE / NOOP on `(operation, day, city, state)`. Playbook_id stays stable on UPDATE so existing citations remain valid. `PlaybookMemory.geo_index: HashMap<(city, state), Vec<idx>>` rebuilt on every mutation; geo-filtered boost queries skip the scan and hit O(1) lookup — sub-ms at current scale, same code path scales to 100K+ entries.
### Phase 27: Playbook versioning (SHIPPED 2026-04-21)
`PlaybookEntry` gained `version: u32` (default 1), `parent_id`, `superseded_at`, `superseded_by` — all `#[serde(default)]` so pre-Phase-27 state loads as roots. `revise_entry(parent_id, new_entry)` appends a new version, stamps the parent superseded, rejects revising a retired or already-superseded parent. `history(id)` returns the root→tip chain from any node. Superseded entries excluded from boost (same rule as retired). Endpoints: `POST /vectors/playbook_memory/revise`, `GET /vectors/playbook_memory/history/{id}`. `/status` reports `superseded` as a distinct counter. 8 new tests; 51/51 vectord lib tests green.
### Phase 28+: Further horizon
- Specialized fine-tuned models per domain (staffing matcher, resume parser)
- Video/audio transcript ingest + multimodal embeddings