4 Commits

Author SHA1 Message Date
1953e559f9 docs+test: clarify legacy alias compatibility gap, add gap regression test
Codex caught a real documentation accuracy bug in the previous
canonicalization doc commit (f521aab). The doc claimed that rows
written under aliases before fb6298a "still work via the
unregistered-name fallback path" — that is wrong for REGISTERED
aliases, which is exactly the case that matters.

The unregistered-name fallback only saves you when the project was
never in the registry: a row stored under "orphan-project" is read
back via "orphan-project", both pass through resolve_project_name
unchanged, and the strings line up. For a registered alias like
"p05", the helper rewrites the read key to "p05-interferometer"
but does NOT rewrite the storage key, so the legacy row becomes
silently invisible.

This commit corrects the doc and locks the gap behavior in with
a regression test, so the issue cannot be lost again.

docs/architecture/project-identity-canonicalization.md
------------------------------------------------------
- Removed the misleading claim from the "What this rule does NOT
  cover" section. Replaced with a pointer to the new gap section
  and an explicit statement that the migration is required before
  engineering V1 ships.
- New "Compatibility gap: legacy alias-keyed rows" section between
  "Why this is the trust hierarchy in action" and "The rule for
  new entry points". This is the natural insertion point because
  the gap is exactly the trust hierarchy failing for legacy data.
  The section covers:
  * a worked T0/T1 timeline showing the exact failure mode
  * what is at risk on the live Dalidou DB, ranked by trust tier:
    projects table (shadow rows), project_state (highest risk
    because Layer 3 is most-authoritative), memories, interactions
  * inspection SQL queries for measuring the actual blast radius
    on the live DB before running any migration
  * the spec for the migration script: walk projects, find shadow
    rows, merge dependent state via the conflict model when there
    are collisions, dry-run mode, idempotent
  * explicit statement that this is required pre-V1 because V1
    will add new project-keyed tables and the killer correctness
    queries from engineering-query-catalog.md would report wrong
    results against any project that has shadow rows
- "Open follow-ups" item 1 promoted from "tracked optional" to
  "REQUIRED before engineering V1 ships, NOT optional" with a
  more honest cost estimate (~150 LOC migration + ~50 LOC tests
  + supervised live run, not the previous optimistic ~30 LOC)
- TL;DR rewritten to mention the gap explicitly and re-order
  the open follow-ups so the migration is the top priority

tests/test_project_state.py
---------------------------
- New test_legacy_alias_keyed_state_is_invisible_until_migrated
- Inserts a "p05" project row + a project_state row pointing at
  it via raw SQL (bypassing set_state which now canonicalizes),
  simulating a pre-fix legacy row
- Verifies the canonicalized get_state path can NOT see the row
  via either the alias or the canonical id — this is the bug
- Verifies the row is still in the database (just unreachable),
  so the migration script has something to find
- The docstring explicitly says: "When the legacy alias migration
  script lands, this test must be inverted." Future readers will
  know exactly when and how to update it.

Full suite: 175 passing (was 174), 1 warning. The +1 is the new
gap regression test.

What this commit does NOT do
----------------------------
- The migration script itself is NOT in this commit. Codex's
  finding was a doc accuracy issue, and the right scope is fix
  the doc + lock the gap behavior in. Writing the migration is
  the next concrete step but is bigger (~200 LOC + dry-run mode
  + collision handling via the conflict model + supervised run
  on the live Dalidou DB), warrants its own commit, and probably
  warrants a "draft + review the dry-run output before applying"
  workflow rather than a single shot.
- Existing tests are unchanged. The new test stands alone as a
  documented gap; the 12 canonicalization tests from fb6298a
  still pass without modification.
2026-04-07 20:14:19 -04:00
fb6298a9a1 fix(P1+P2): canonicalize project names at every trust boundary
Three findings from codex's review of the previous P1+P2 fix. The
earlier commit (f2372ef) only fixed alias resolution at the context
builder. Codex correctly pointed out that the same fragmentation
applies at every other place a project name crosses a boundary —
project_state writes/reads, interaction capture/listing/filtering,
memory create/queries, and reinforcement's downstream queries. Plus
a real bug in the interaction `since` filter where the storage
format and the documented ISO format don't compare cleanly.

The fix is one helper used at every boundary instead of duplicating
the resolution inline.

New helper: src/atocore/projects/registry.py::resolve_project_name
---------------------------------------------------------------
- Single canonicalization boundary for project names
- Returns the canonical project_id when the input matches any
  registered id or alias
- Returns the input unchanged for empty/None and for unregistered
  names (preserves backwards compat with hand-curated state that
  predates the registry)
- Documented as the contract that every read/write at the trust
  boundary should pass through

P1 — Trusted Project State endpoints
------------------------------------
src/atocore/context/project_state.py: set_state, get_state, and
invalidate_state now all canonicalize project_name through
resolve_project_name BEFORE looking up or creating the project row.

Before this fix:
- POST /project/state with project="p05" called ensure_project("p05")
  which created a separate row in the projects table
- The state row was attached to that alias project_id
- Later context builds canonicalized "p05" -> "p05-interferometer"
  via the builder fix from f2372ef and never found the state
- Result: trusted state silently fragmented across alias rows

After this fix:
- The alias is resolved to the canonical id at every entry point
- Two captures (one via "p05", one via "p05-interferometer") write
  to the same row
- get_state via either alias or the canonical id finds the same row

Fixes the highest-priority gap codex flagged because Trusted Project
State is supposed to be the most dependable layer in the AtoCore
trust hierarchy.

P2.a — Interaction capture project canonicalization
----------------------------------------------------
src/atocore/interactions/service.py: record_interaction now
canonicalizes project before storing, so interaction.project is
always the canonical id regardless of what the client passed.

Downstream effects:
- reinforce_from_interaction queries memories by interaction.project
  -> previously missed memories stored under canonical id
  -> now consistent because interaction.project IS the canonical id
- the extractor stamps candidates with interaction.project
  -> previously created candidates in alias buckets
  -> now creates candidates in the canonical bucket
- list_interactions(project=alias) was already broken, now fixed by
  canonicalizing the filter input on the read side too

Memory service applied the same fix:
- src/atocore/memory/service.py: create_memory and get_memories
  both canonicalize project through resolve_project_name
- This keeps stored memory.project consistent with the
  reinforcement query path

P2.b — Interaction `since` filter format normalization
------------------------------------------------------
src/atocore/interactions/service.py: new _normalize_since helper.

The bug:
- created_at is stored as 'YYYY-MM-DD HH:MM:SS' (no timezone, UTC by
  convention) so it sorts lexically and compares cleanly with the
  SQLite CURRENT_TIMESTAMP default
- The `since` parameter was documented as ISO 8601 but compared as
  a raw string against the storage format
- The lexically-greater 'T' separator means an ISO timestamp like
  '2026-04-07T12:00:00Z' is GREATER than the storage form
  '2026-04-07 12:00:00' for the same instant
- Result: a client passing ISO `since` got an empty result for any
  row from the same day, even though those rows existed and were
  technically "after" the cutoff in real-world time

The fix:
- _normalize_since accepts ISO 8601 with T, optional Z suffix,
  optional fractional seconds, optional +HH:MM offsets
- Uses datetime.fromisoformat for parsing (Python 3.11+)
- Converts to UTC and reformats as the storage format before the
  SQL comparison
- The bare storage format still works (backwards compat path is a
  regex match that returns the input unchanged)
- Unparseable input is returned as-is so the comparison degrades
  gracefully (rows just don't match) instead of raising and
  breaking the listing endpoint

builder.py refactor
-------------------
The previous P1 fix had inline canonicalization. Now it uses the
shared helper for consistency:
- import changed from get_registered_project to resolve_project_name
- the inline lookup is replaced with a single helper call
- the comment block now points at representation-authority.md for
  the canonicalization contract

New shared test fixture: tests/conftest.py::project_registry
------------------------------------------------------------
- Standardizes the registry-setup pattern that was duplicated
  across test_context_builder.py, test_project_state.py,
  test_interactions.py, and test_reinforcement.py
- Returns a callable that takes (project_id, [aliases]) tuples
  and writes them into a temp registry file with the env var
  pointed at it and config.settings reloaded
- Used by all 12 new regression tests in this commit

Tests (12 new, all green on first run)
--------------------------------------
test_project_state.py:
- test_set_state_canonicalizes_alias: write via alias, read via
  every alias and the canonical id, verify same row id
- test_get_state_canonicalizes_alias_after_canonical_write
- test_invalidate_state_canonicalizes_alias
- test_unregistered_project_state_still_works (backwards compat)

test_interactions.py:
- test_record_interaction_canonicalizes_project
- test_list_interactions_canonicalizes_project_filter
- test_list_interactions_since_accepts_iso_with_t_separator
- test_list_interactions_since_accepts_z_suffix
- test_list_interactions_since_accepts_offset
- test_list_interactions_since_storage_format_still_works

test_reinforcement.py:
- test_reinforcement_works_when_capture_uses_alias (end-to-end:
  capture under alias, seed memory under canonical, verify
  reinforcement matches)
- test_get_memories_filter_by_alias

Full suite: 174 passing (was 162), 1 warning. The +12 is the
new regression tests, no existing tests regressed.

What's still NOT canonicalized (and why)
----------------------------------------
- _rank_chunks's secondary substring boost in builder.py — the
  retriever already does the right thing via its own
  _project_match_boost which calls get_registered_project. The
  redundant secondary boost still uses the raw hint but it's a
  multiplicative factor on top of correct retrieval, not a
  filter, so it can't drop relevant chunks. Tracked as a future
  cleanup but not a P1.
- update_memory's project field (you can't change a memory's
  project after creation in the API anyway).
- The retriever's project_hint parameter on direct /query calls
  — same reasoning as the builder boost, plus the retriever's
  own get_registered_project call already handles aliases there.
2026-04-07 08:29:33 -04:00
b0889b3925 Stabilize core correctness and sync project plan state 2026-04-05 17:53:23 -04:00
531c560db7 feat: Phase 1 ingestion hardening + Phase 5 Trusted Project State
Phase 1 - Ingestion hardening:
- Encoding fallback (UTF-8/UTF-8-sig/Latin-1/CP1252)
- Delete detection: purge DB/vector entries for removed files
- Ingestion stats endpoint (GET /stats)

Phase 5 - Trusted Project State:
- project_state table with categories (status, decision, requirement, contact, milestone, fact, config)
- CRUD API: POST/GET/DELETE /project/state
- Upsert semantics, invalidation (supersede) support
- Context builder integrates project state at highest trust precedence
- Project state gets 20% budget allocation, appears first in context
- Trust precedence: Project State > Retrieved Chunks (per Master Plan)

33/33 tests passing. Validated end-to-end with GigaBIT M1 project data.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-05 09:41:59 -04:00