checkpoint: matrix-agent-validated (2026-04-25)

Architectural snapshot of the lakehouse codebase at the point where the
full matrix-driven agent loop with Mem0 versioning + deletion was
validated end-to-end.

WHAT THIS REPO IS
A clean single-commit snapshot of the lakehouse code. Heavy test data
(.parquet datasets, vector indexes) excluded — see REPLICATION.md for
regen path. Full lakehouse history at git.agentview.dev/profit/lakehouse.

WHAT WAS PROVEN
- Vector retrieval across multi-corpora matrix (chicago_permits + entity
  briefs + sec_tickers + distilled procedural + llm_team runs)
- Observer hand-review (cloud + heuristic fallback) gating each candidate
- Local-model agent loop (qwen3.5:latest) with tool use + scratchpad
- Playbook seal on success → next-iter retrieval surfaces it as preamble
- Mem0 versioning + deletion in pathway_memory:
    * UPSERT: ADD on new workflow, UPDATE bumps replay_count on identical
    * REVISE: chains versions, parent.superseded_at + superseded_by stamped
    * RETIRE: marks specific trace retired with reason, excluded from retrieval
    * HISTORY: walks chain root→tip, cycle-safe

KEY DIRECTORIES
- crates/vectord/src/pathway_memory.rs — Mem0 ops live here
- crates/vectord/src/playbook_memory.rs — original Mem0 reference
- tests/agent_test/ — local-model agent harness + PRD + session archives
- scripts/dump_raw_corpus.sh — MinIO bucket dump (raw test corpus)
- scripts/vectorize_raw_corpus.ts — corpus → vector indexes
- scripts/analyze_chicago_contracts.ts — real inference pipeline
- scripts/seal_agent_playbook.ts — Mem0 upsert from agent traces

Replication: see REPLICATION.md for Debian 13 clean install + cloud-only
adaptation (no local Ollama).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
profit
2026-04-25 19:43:27 -05:00
co-authored by Claude Opus 4.7
commit ac01fffd9a
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// Phase 22 — Internal Knowledge Library.
//
// Sits on top of the successful-playbook store. Tracks which
// configurations produced which outcomes for which playbook
// signatures, detects fail→succeed error corrections across runs,
// and emits pathway recommendations that the NEXT scenario reads
// at startup.
//
// Event-driven cycle (not wall-clock polling):
// scenario ends → kb.indexRun() → kb.recommendFor(nextSpec) → next
// scenario reads top rec and applies.
//
// File layout under data/_kb/:
// signatures.jsonl — (sig_hash, embedding[], first_seen, last_seen, run_count)
// outcomes.jsonl — append-only per-run: {sig, run_id, models, pathway, ok_events, elapsed_s, errors[]}
// config_snapshots.jsonl — config/models.json hash + env at each ingest
// error_corrections.jsonl — fail→succeed deltas
// pathway_recommendations.jsonl — AI-synthesized suggestions
//
// Why file-based: Phase 19 playbook_memory is already in the
// catalogd+vectord stack. This is a separate meta-layer — keeping
// it file-based first lets us iterate quickly without a gateway
// schema migration. Rust port lands once the shape stabilizes
// (mirrors how Phase 21 primitives are TS-first → Rust next sprint).
import { mkdir, readFile, writeFile, appendFile, readdir } from "node:fs/promises";
import { join } from "node:path";
import { createHash } from "node:crypto";
import { SIDECAR, generateContinuable } from "./agent.ts";
const KB_DIR = "data/_kb";
const SIGNATURES_FILE = "signatures.jsonl";
const OUTCOMES_FILE = "outcomes.jsonl";
const CONFIG_SNAPSHOTS_FILE = "config_snapshots.jsonl";
const ERROR_CORRECTIONS_FILE = "error_corrections.jsonl";
const RECOMMENDATIONS_FILE = "pathway_recommendations.jsonl";
const STAFFERS_FILE = "staffers.jsonl";
// What a playbook signature looks like — stable hash of the scenario
// shape that ignores timestamps and specific worker IDs. Two runs with
// the same sequence of (kind, role, count, city, state) get the same
// hash. This is the retrieval key for the KB.
export interface PlaybookSignature {
sig_hash: string;
client: string;
events_digest: string; // human-readable event summary
embedding: number[]; // sidecar embed, for nearest-neighbor
first_seen: string;
last_seen: string;
run_count: number;
}
// What we record after a run completes.
export interface RunOutcome {
sig_hash: string;
run_id: string; // scenario dir basename
date: string;
models: {
executor: string;
reviewer: string;
overview: string;
overview_cloud: boolean;
};
staffer?: { // Phase 23 — who ran this scenario
id: string;
name: string;
tenure_months: number;
role: string;
};
ok_events: number;
total_events: number;
total_turns: number;
total_gap_signals: number;
total_citations: number;
rescue_attempts: number; // Phase 22 item B
rescue_successes: number;
per_event: Array<{
at: string;
kind: string;
role: string;
count: number;
ok: boolean;
turns: number;
error: string | null;
}>;
elapsed_secs: number;
created_at: string;
}
// Per-staffer aggregate. Recomputed from outcomes.jsonl after every
// run. Competence_score weights neighbor retrieval so Senior staffers'
// playbooks rank higher for similar scenarios than Junior staffers'.
export interface StafferStats {
id: string;
name: string;
tenure_months: number;
role: string;
total_runs: number;
total_events_attempted: number;
total_events_ok: number;
fill_rate: number; // ok / attempted
avg_turns_per_event: number;
avg_citations_per_run: number;
rescue_attempts: number;
rescue_successes: number;
rescue_rate: number;
competence_score: number; // 0.0 - 1.0, see formula below
last_updated: string;
}
// The AI-synthesized recommendation written back for future runs.
export interface PathwayRecommendation {
sig_hash: string;
generated_at: string;
generated_by_model: string;
confidence: "high" | "medium" | "low";
rationale: string; // prose from the recommender
top_models: { // suggested tier assignments
executor?: string;
reviewer?: string;
overview?: string;
};
budget_hints: { // suggested max_tokens / think flags
executor_max_tokens?: number;
reviewer_max_tokens?: number;
executor_think?: boolean;
};
pathway_notes: string; // "pre-fetch cert data", "use buffer of 3+"
neighbors_consulted: string[]; // sig_hashes of the playbooks that shaped this rec
}
// Compute a stable hash from the scenario spec. Two runs with the same
// events list (ignoring SMS drafts / timestamps / exclude lists) get
// the same hash.
export function computeSignature(spec: {
client: string;
events: Array<{ kind: string; role: string; count: number; city: string; state: string }>;
}): string {
const canonical = JSON.stringify({
client: spec.client,
events: spec.events.map(e => ({
kind: e.kind, role: e.role, count: e.count, city: e.city, state: e.state,
})),
});
return createHash("sha256").update(canonical).digest("hex").slice(0, 16);
}
// Human-readable digest of the spec, used in recommender prompts.
export function specDigest(spec: {
client: string;
events: Array<{ kind: string; role: string; count: number; city: string; state: string }>;
}): string {
return `${spec.client}: ` + spec.events.map(e =>
`${e.kind}/${e.role}×${e.count} in ${e.city},${e.state}`
).join(" | ");
}
async function ensureKb(): Promise<void> {
await mkdir(KB_DIR, { recursive: true });
}
async function readJsonl<T>(file: string): Promise<T[]> {
try {
const raw = await readFile(join(KB_DIR, file), "utf8");
return raw.split("\n").filter(l => l.trim()).map(l => JSON.parse(l) as T);
} catch {
return [];
}
}
// Index a completed scenario run. Extracts signature, computes
// embedding, appends outcome, updates or inserts signature entry.
export async function indexRun(
scenarioDir: string,
spec: { client: string; date: string; events: Array<any>; staffer?: { id: string; name: string; tenure_months: number; role: string } },
models: { executor: string; reviewer: string; overview: string; overview_cloud: boolean },
elapsed_secs: number,
): Promise<{ sig_hash: string; outcome: RunOutcome }> {
await ensureKb();
const sig_hash = computeSignature(spec);
const digest = specDigest(spec);
// Read results.json produced by scenario.ts to build the outcome record.
const resultsRaw = await readFile(join(scenarioDir, "results.json"), "utf8");
const results = JSON.parse(resultsRaw) as any[];
const rescue_attempts = results.filter(r => r.retry_remediation).length;
const rescue_successes = results.filter(r => r.retry_remediation && r.ok).length;
const outcome: RunOutcome = {
sig_hash,
run_id: scenarioDir.split("/").pop() ?? scenarioDir,
date: spec.date,
models,
staffer: spec.staffer,
ok_events: results.filter(r => r.ok).length,
total_events: results.length,
total_turns: results.reduce((s, r) => s + (r.turns ?? 0), 0),
total_gap_signals: results.reduce((s, r) => s + (r.gap_signals?.length ?? 0), 0),
total_citations: results.reduce((s, r) => s + (r.playbook_citations?.length ?? 0), 0),
rescue_attempts,
rescue_successes,
per_event: results.map(r => ({
at: r.event.at,
kind: r.event.kind,
role: r.event.role,
count: r.event.count,
ok: r.ok,
turns: r.turns ?? 0,
error: r.error ?? null,
})),
elapsed_secs,
created_at: new Date().toISOString(),
};
await appendFile(join(KB_DIR, OUTCOMES_FILE), JSON.stringify(outcome) + "\n");
// Phase 23 — recompute this staffer's aggregate + competence_score.
// Cheap until we have thousands of runs; swap to streaming aggregate
// when that becomes a concern.
if (spec.staffer) {
await recomputeStafferStats(spec.staffer.id);
}
// Embed + upsert signature. Skip if embedding fails — the outcome is
// still persisted, just without neighbor-search hookup.
try {
const resp = await fetch(`${SIDECAR}/embed`, {
method: "POST",
headers: { "content-type": "application/json" },
body: JSON.stringify({ texts: [digest] }),
});
if (resp.ok) {
const data: any = await resp.json();
const embedding: number[] = data.embeddings?.[0] ?? [];
const existing = await readJsonl<PlaybookSignature>(SIGNATURES_FILE);
const now = new Date().toISOString();
const found = existing.find(s => s.sig_hash === sig_hash);
if (found) {
found.last_seen = now;
found.run_count += 1;
} else {
existing.push({
sig_hash,
client: spec.client,
events_digest: digest,
embedding,
first_seen: now,
last_seen: now,
run_count: 1,
});
}
// Rewrite the whole file — cheap while KB is small; swap to
// append-with-periodic-compact when row count exceeds ~10k.
await writeFile(
join(KB_DIR, SIGNATURES_FILE),
existing.map(s => JSON.stringify(s)).join("\n") + "\n",
);
}
} catch {
// Signature indexing failed — outcome is still captured. Next
// indexRun retries.
}
return { sig_hash, outcome };
}
// Phase 23 — per-staffer aggregate, recomputed from scratch on each
// run. Writes the full table to STAFFERS_FILE (not append-only; we
// always want the current-state snapshot). Competence score is bounded
// 0..1 and combines four dimensions:
// fill_rate — how often the staffer completes their events
// turn_efficiency — lower turn counts are better
// citation_density — signals use of playbook_memory feedback
// rescue_rate — cloud rescue successes per attempt (doesn't
// penalize staffers who never needed one)
// Weights: fill 0.45, turn_eff 0.20, citation 0.20, rescue 0.15.
// Rationale: completing the job matters most; everything else is style.
export async function recomputeStafferStats(staffer_id: string): Promise<StafferStats | null> {
const outcomes = await readJsonl<RunOutcome>(OUTCOMES_FILE);
const mine = outcomes.filter(o => o.staffer?.id === staffer_id);
if (mine.length === 0) return null;
const latest = mine[mine.length - 1].staffer!;
const total_events_attempted = mine.reduce((s, o) => s + o.total_events, 0);
const total_events_ok = mine.reduce((s, o) => s + o.ok_events, 0);
const total_turns = mine.reduce((s, o) => s + o.total_turns, 0);
const total_citations = mine.reduce((s, o) => s + o.total_citations, 0);
const rescue_attempts = mine.reduce((s, o) => s + (o.rescue_attempts ?? 0), 0);
const rescue_successes = mine.reduce((s, o) => s + (o.rescue_successes ?? 0), 0);
const fill_rate = total_events_attempted > 0 ? total_events_ok / total_events_attempted : 0;
const avg_turns_per_event = total_events_attempted > 0 ? total_turns / total_events_attempted : 0;
const avg_citations_per_run = mine.length > 0 ? total_citations / mine.length : 0;
const rescue_rate = rescue_attempts > 0 ? rescue_successes / rescue_attempts : 1.0; // never-rescued defaults to perfect
// Normalize each axis to 0..1. Caps chosen from observed distributions.
const turn_eff = avg_turns_per_event === 0 ? 0 : Math.max(0, 1 - Math.min(avg_turns_per_event / 10, 1));
const cite_norm = Math.min(avg_citations_per_run / 3, 1);
const competence_score = 0.45 * fill_rate
+ 0.20 * turn_eff
+ 0.20 * cite_norm
+ 0.15 * rescue_rate;
const stats: StafferStats = {
id: staffer_id,
name: latest.name,
tenure_months: latest.tenure_months,
role: latest.role,
total_runs: mine.length,
total_events_attempted,
total_events_ok,
fill_rate,
avg_turns_per_event,
avg_citations_per_run,
rescue_attempts,
rescue_successes,
rescue_rate,
competence_score,
last_updated: new Date().toISOString(),
};
// Rewrite whole file — cheap at O(staffers) scale.
const existing = await readJsonl<StafferStats>(STAFFERS_FILE);
const others = existing.filter(s => s.id !== staffer_id);
others.push(stats);
await writeFile(
join(KB_DIR, STAFFERS_FILE),
others.map(s => JSON.stringify(s)).join("\n") + "\n",
);
return stats;
}
// Public accessor — used by findNeighbors + the staffer report script.
export async function loadStafferStats(): Promise<StafferStats[]> {
return readJsonl<StafferStats>(STAFFERS_FILE);
}
// Cosine similarity for neighbor lookup. Float32-in-memory is fine for
// O(thousands) signatures; swap to vectord HNSW once the corpus grows.
function cosine(a: number[], b: number[]): number {
if (a.length === 0 || a.length !== b.length) return 0;
let dot = 0, na = 0, nb = 0;
for (let i = 0; i < a.length; i++) {
dot += a[i] * b[i];
na += a[i] * a[i];
nb += b[i] * b[i];
}
return dot / (Math.sqrt(na) * Math.sqrt(nb) + 1e-12);
}
// Find the k nearest-neighbor signatures for a target spec, returning
// neighbor sigs + their outcome history. This is what the recommender
// feeds to the overview model.
//
// Phase 23 — weighted by staffer competence. The ranking score is
// cosine_similarity * max_competence_among_this_sig's_outcomes. Top
// staffers' playbooks surface first even if their scenario was
// slightly less similar than a junior's. Sigs with no staffer history
// fall back to raw similarity (competence defaults to 0.5).
export async function findNeighbors(spec: any, k = 5): Promise<Array<{
sig: PlaybookSignature;
similarity: number;
weighted_score: number;
best_staffer_competence: number;
best_staffer_id: string | null;
outcomes: RunOutcome[];
}>> {
await ensureKb();
const digest = specDigest(spec);
const targetHash = computeSignature(spec);
const resp = await fetch(`${SIDECAR}/embed`, {
method: "POST",
headers: { "content-type": "application/json" },
body: JSON.stringify({ texts: [digest] }),
});
if (!resp.ok) return [];
const data: any = await resp.json();
const targetVec: number[] = data.embeddings?.[0] ?? [];
const sigs = await readJsonl<PlaybookSignature>(SIGNATURES_FILE);
const outcomes = await readJsonl<RunOutcome>(OUTCOMES_FILE);
const staffers = await readJsonl<StafferStats>(STAFFERS_FILE);
const competenceById = new Map(staffers.map(s => [s.id, s.competence_score]));
// Per-sig best staffer — the highest-competence coordinator who has
// ever run this signature. Used to weight the sig's ranking.
function bestStafferFor(sig_hash: string): { id: string | null; competence: number } {
const mine = outcomes.filter(o => o.sig_hash === sig_hash && o.staffer?.id);
if (mine.length === 0) return { id: null, competence: 0.5 };
let bestId: string | null = null;
let bestComp = 0;
for (const o of mine) {
const c = competenceById.get(o.staffer!.id) ?? 0.5;
if (c > bestComp) { bestComp = c; bestId = o.staffer!.id; }
}
return { id: bestId, competence: bestComp };
}
const ranked = sigs
.filter(s => s.sig_hash !== targetHash) // don't recommend against self
.map(s => {
const similarity = cosine(targetVec, s.embedding);
const best = bestStafferFor(s.sig_hash);
// Weighted score: similarity multiplied by the best staffer's
// competence (floored at 0.3 so a sig with a low-competence
// staffer still shows up if similarity is very high).
const weight = Math.max(best.competence, 0.3);
return {
sig: s,
similarity,
weighted_score: similarity * weight,
best_staffer_competence: best.competence,
best_staffer_id: best.id,
};
})
.sort((a, b) => b.weighted_score - a.weighted_score)
.slice(0, k);
return ranked.map(r => ({
...r,
outcomes: outcomes.filter(o => o.sig_hash === r.sig.sig_hash),
}));
}
// Detect fail→succeed pairs within outcomes for the same signature.
// Diff the config/models between them; that's the correction.
export async function detectErrorCorrections(): Promise<Array<{
sig_hash: string;
before: RunOutcome;
after: RunOutcome;
models_changed: Record<string, { from: string; to: string }>;
}>> {
const outcomes = await readJsonl<RunOutcome>(OUTCOMES_FILE);
const bySig = new Map<string, RunOutcome[]>();
for (const o of outcomes) {
const arr = bySig.get(o.sig_hash) ?? [];
arr.push(o);
bySig.set(o.sig_hash, arr);
}
const corrections: any[] = [];
for (const [sig, runs] of bySig) {
runs.sort((a, b) => a.created_at.localeCompare(b.created_at));
for (let i = 1; i < runs.length; i++) {
const prev = runs[i - 1];
const cur = runs[i];
if (prev.ok_events < prev.total_events && cur.ok_events > prev.ok_events) {
const changed: Record<string, { from: string; to: string }> = {};
for (const k of ["executor", "reviewer", "overview"] as const) {
if (prev.models[k] !== cur.models[k]) {
changed[k] = { from: prev.models[k], to: cur.models[k] };
}
}
corrections.push({ sig_hash: sig, before: prev, after: cur, models_changed: changed });
}
}
}
return corrections;
}
// Generate a pathway recommendation for a target spec. Reads k-NN
// signatures + their outcome history, asks an overview model to
// synthesize "best path forward", writes to recommendations file.
export async function recommendFor(
spec: any,
opts: { overview_model?: string; cloud?: boolean; k?: number } = {},
): Promise<PathwayRecommendation | null> {
await ensureKb();
const k = opts.k ?? 5;
const overviewModel = opts.overview_model ?? "gpt-oss:20b";
const cloud = opts.cloud ?? false;
const neighbors = await findNeighbors(spec, k);
const corrections = await detectErrorCorrections();
const targetHash = computeSignature(spec);
if (neighbors.length === 0) {
// Cold start — no history. Write a minimal rec so next run still
// gets "we looked" instead of a missing file.
const rec: PathwayRecommendation = {
sig_hash: targetHash,
generated_at: new Date().toISOString(),
generated_by_model: overviewModel,
confidence: "low",
rationale: "No prior runs in KB — first time this signature is seen. Use default model matrix.",
top_models: {},
budget_hints: {},
pathway_notes: "No neighbor history to draw on. Proceed with current config; KB will have data after this run.",
neighbors_consulted: [],
};
await appendFile(join(KB_DIR, RECOMMENDATIONS_FILE), JSON.stringify(rec) + "\n");
return rec;
}
// Build the prompt. Include target spec digest, neighbor digests with
// their outcome stats, and recent error corrections. Ask for
// structured output so we can parse it.
const staffers = await readJsonl<StafferStats>(STAFFERS_FILE);
const stafferById = new Map(staffers.map(s => [s.id, s]));
const neighborBlock = neighbors.map(n => {
const best = n.outcomes.reduce((a, b) =>
a && a.ok_events / Math.max(1, a.total_events) >= b.ok_events / Math.max(1, b.total_events) ? a : b,
n.outcomes[0]);
const avgOk = n.outcomes.length > 0
? (n.outcomes.reduce((s, o) => s + o.ok_events, 0) / n.outcomes.length).toFixed(1)
: "?";
const topStaffer = n.best_staffer_id ? stafferById.get(n.best_staffer_id) : null;
const stafferTag = topStaffer
? ` [top staffer: ${topStaffer.name} (${topStaffer.role}, competence=${topStaffer.competence_score.toFixed(2)})]`
: "";
return `- sig ${n.sig.sig_hash} sim=${n.similarity.toFixed(3)} weighted=${n.weighted_score.toFixed(3)}${stafferTag}: ${n.outcomes.length} runs, avg ${avgOk}/${best?.total_events ?? "?"} ok; best models: exec=${best?.models.executor ?? "?"} review=${best?.models.reviewer ?? "?"}`;
}).join("\n");
const correctionBlock = corrections.slice(-3).map(c =>
`- sig ${c.sig_hash}: ${c.before.ok_events}/${c.before.total_events} → ${c.after.ok_events}/${c.after.total_events}; changed=${JSON.stringify(c.models_changed)}`
).join("\n") || "(no corrections observed yet)";
const prompt = `You are the pathway recommender for a staffing coordinator agent system. A new scenario is about to run. Your job: use history of similar runs to recommend the best configuration.
TARGET SCENARIO:
${specDigest(spec)}
${k} NEAREST-NEIGHBOR SIGNATURES FROM HISTORY (by cosine similarity):
${neighborBlock}
RECENT ERROR CORRECTIONS (fail → succeed deltas on same signature):
${correctionBlock}
Your output MUST be a valid JSON object with this shape (and nothing else — no prose before or after):
{
"confidence": "high" | "medium" | "low",
"rationale": "2-3 sentence explanation of what pattern you saw",
"top_models": {"executor": "...", "reviewer": "...", "overview": "..."},
"budget_hints": {"executor_max_tokens": 800, "reviewer_max_tokens": 600, "executor_think": false},
"pathway_notes": "concrete pre-run advice — what to pre-fetch, what to avoid, buffer sizes"
}
Respond with ONLY the JSON object.`;
let raw = "";
try {
raw = await generateContinuable(overviewModel, prompt, {
max_tokens: 1200,
shape: "json",
cloud,
max_continuations: 2,
});
} catch (e) {
return null;
}
let parsed: any;
try {
const m = raw.match(/\{[\s\S]*\}/);
parsed = m ? JSON.parse(m[0]) : null;
} catch {
parsed = null;
}
if (!parsed) return null;
const rec: PathwayRecommendation = {
sig_hash: targetHash,
generated_at: new Date().toISOString(),
generated_by_model: overviewModel,
confidence: parsed.confidence ?? "low",
rationale: String(parsed.rationale ?? "").slice(0, 1000),
top_models: parsed.top_models ?? {},
budget_hints: parsed.budget_hints ?? {},
pathway_notes: String(parsed.pathway_notes ?? "").slice(0, 2000),
neighbors_consulted: neighbors.map(n => n.sig.sig_hash),
};
await appendFile(join(KB_DIR, RECOMMENDATIONS_FILE), JSON.stringify(rec) + "\n");
return rec;
}
// Read-back at scenario start: find the newest recommendation for this
// exact sig_hash (or nearest neighbor of it). Returns null if nothing
// applicable found.
export async function loadRecommendation(spec: any): Promise<PathwayRecommendation | null> {
await ensureKb();
const targetHash = computeSignature(spec);
const recs = await readJsonl<PathwayRecommendation>(RECOMMENDATIONS_FILE);
const matching = recs.filter(r => r.sig_hash === targetHash);
if (matching.length === 0) return null;
matching.sort((a, b) => b.generated_at.localeCompare(a.generated_at));
return matching[0];
}
// Record a config snapshot. Called whenever models.json or the active
// model assignments change, so error-correction diffs have history to
// reference beyond the outcomes file.
export async function snapshotConfig(
models_json_hash: string,
active_models: Record<string, string>,
why: string,
): Promise<void> {
await ensureKb();
await appendFile(
join(KB_DIR, CONFIG_SNAPSHOTS_FILE),
JSON.stringify({
at: new Date().toISOString(),
models_json_hash,
active_models,
why,
}) + "\n",
);
}