feat: Phase 3 V1 — Auto-Organization (domain_tags + valid_until)

Adds structural metadata that the LLM triage was already implicitly
reasoning about ("stale snapshot" → reject). Phase 3 captures that
reasoning as fields so it can DRIVE retrieval, not just rejection.

Schema (src/atocore/models/database.py):
- domain_tags TEXT DEFAULT '[]'  JSON array of lowercase topic keywords
- valid_until DATETIME            ISO date; null = permanent
- idx_memories_valid_until index for efficient expiry queries

Memory service (src/atocore/memory/service.py):
- Memory dataclass gains domain_tags + valid_until
- create_memory, update_memory accept/persist both
- _row_to_memory safely reads both (JSON-decode + null handling)
- _normalize_tags helper: lowercase, dedup, strip, cap at 10
- get_memories_for_context filters expired (valid_until < today UTC)
- _rank_memories_for_query adds tag-boost: memories whose domain_tags
  appear as substrings in query text rank higher (tertiary key after
  content-overlap density + absolute overlap, before confidence)

LLM extractor (_llm_prompt.py → llm-0.5.0):
- SYSTEM_PROMPT documents domain_tags (2-5 keywords) + valid_until
  (time-bounded facts get expiry dates; durable facts stay null)
- normalize_candidate_item parses both fields from model output with
  graceful fallback for string/null/missing

LLM triage (scripts/auto_triage.py):
- TRIAGE_SYSTEM_PROMPT documents same two fields
- parse_verdict extracts them from verdict JSON
- On promote: PUT /memory/{id} with tags + valid_until BEFORE
  POST /memory/{id}/promote, so active memories carry them

API (src/atocore/api/routes.py):
- MemoryCreateRequest: adds domain_tags, valid_until
- MemoryUpdateRequest: adds domain_tags, valid_until, memory_type
- GET /memory response exposes domain_tags + valid_until + created_at

Triage UI (src/atocore/engineering/triage_ui.py):
- Renders existing tags as colored badges
- Adds inline text field for tags (comma-separated) + date picker for
  valid_until on every candidate card
- Save&Promote button persists edits via PUT then promotes
- Plain Promote (and Y shortcut) also saves tags/expiry if edited

Wiki (src/atocore/engineering/wiki.py):
- Search now matches memory content OR domain_tags
- Search results render tags as clickable badges linking to
  /wiki/search?q=<tag> for cross-project navigation
- valid_until shown as amber "valid until YYYY-MM-DD" hint

Tests: 303 → 308 (5 new for Phase 3 behavior):
- test_create_memory_with_tags_and_valid_until
- test_create_memory_normalizes_tags
- test_update_memory_sets_tags_and_valid_until
- test_get_memories_for_context_excludes_expired
- test_context_builder_tag_boost_orders_results

Deferred (explicitly): temporal_scope enum, source_refs memory graph,
HDBSCAN clustering, memory detail wiki page, backfill of existing
actives. See docs/MASTER-BRAIN-PLAN.md.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-04-16 21:37:01 -04:00
parent 271ee25d99
commit bfa7dba4de
9 changed files with 444 additions and 36 deletions

View File

@@ -48,7 +48,25 @@ You will receive:
For each candidate, output exactly one JSON object:
{"verdict": "promote|reject|needs_human|contradicts", "confidence": 0.0-1.0, "reason": "one sentence", "conflicts_with": "id of existing memory if contradicts"}
{"verdict": "promote|reject|needs_human|contradicts", "confidence": 0.0-1.0, "reason": "one sentence", "conflicts_with": "id of existing memory if contradicts", "domain_tags": ["tag1","tag2"], "valid_until": null}
DOMAIN TAGS (Phase 3): A lowercase list of 2-5 topical keywords describing
the SUBJECT matter (not the project). This enables cross-project retrieval:
a query about "optics" can pull matches from p04 + p05 + p06.
Good tags are single lowercase words or hyphenated terms. Mix:
- domain keywords (optics, thermal, firmware, materials, controls)
- project tokens when clearly scoped (p04, p05, p06, abb)
- lifecycle/activity words (procurement, design, validation, vendor)
Always emit domain_tags on a promote. For reject, empty list is fine.
VALID_UNTIL (Phase 3): ISO date "YYYY-MM-DD" OR null (permanent).
Set to a near-future date when the candidate is time-bounded:
- Status snapshots ("current blocker is X") → ~2 weeks out
- Scheduled events ("meeting Friday") → event date
- Quotes with expiry → quote expiry date
Leave null for durable decisions, engineering insights, ratified requirements.
Rules:
@@ -196,11 +214,36 @@ def parse_verdict(raw):
reason = str(parsed.get("reason", "")).strip()[:200]
conflicts_with = str(parsed.get("conflicts_with", "")).strip()
# Phase 3: domain tags + expiry
raw_tags = parsed.get("domain_tags") or []
if isinstance(raw_tags, str):
raw_tags = [t.strip() for t in raw_tags.split(",") if t.strip()]
if not isinstance(raw_tags, list):
raw_tags = []
domain_tags = []
for t in raw_tags[:10]:
if not isinstance(t, str):
continue
tag = t.strip().lower()
if tag and tag not in domain_tags:
domain_tags.append(tag)
valid_until = parsed.get("valid_until")
if valid_until is None:
valid_until = ""
else:
valid_until = str(valid_until).strip()
if valid_until.lower() in ("", "null", "none", "permanent"):
valid_until = ""
return {
"verdict": verdict,
"confidence": confidence,
"reason": reason,
"conflicts_with": conflicts_with,
"domain_tags": domain_tags,
"valid_until": valid_until,
}
@@ -259,6 +302,24 @@ def main():
if args.dry_run:
print(f" WOULD PROMOTE {label} conf={conf:.2f} {reason}")
else:
# Phase 3: update tags + valid_until on the candidate
# before promoting, so the active memory carries them.
tags = verdict_obj.get("domain_tags") or []
valid_until = verdict_obj.get("valid_until") or ""
if tags or valid_until:
try:
import urllib.request as _ur
body = json.dumps({
"domain_tags": tags,
"valid_until": valid_until,
}).encode("utf-8")
req = _ur.Request(
f"{args.base_url}/memory/{mid}", method="PUT",
headers={"Content-Type": "application/json"}, data=body,
)
_ur.urlopen(req, timeout=10).read()
except Exception:
pass # non-fatal; promote anyway
try:
api_post(args.base_url, f"/memory/{mid}/promote")
print(f" PROMOTED {label} conf={conf:.2f} {reason}")