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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
f521aab97b docs(arch): project-identity-canonicalization contract
Codifies the helper-at-every-service-boundary rule that fb6298a
implemented across the eight current callsites. The contract is
intentionally simple but easy to forget, so it lives in its own
doc that the engineering layer V1 implementation sprint can read
before adding new project-keyed entity surfaces.

docs/architecture/project-identity-canonicalization.md
------------------------------------------------------
- The contract: every read/write that takes a project name MUST
  call resolve_project_name() before the value crosses a service
  boundary; canonicalization happens once, at the first statement
  after input validation, never later
- The helper API: resolve_project_name(name) returns the canonical
  project_id for registered names, the input unchanged for empty
  or unregistered names (the second case is the backwards-compat
  path for hand-curated state predating the registry)
- Full table of the 8 current callsites: builder.build_context,
  project_state.set_state/get_state/invalidate_state,
  interactions.record_interaction/list_interactions,
  memory.create_memory/get_memories
- Where the helper is intentionally NOT called and why: legacy
  ensure_project lookup, retriever's own _project_match_boost
  (which already calls get_registered_project), _rank_chunks
  secondary substring boost (multiplicative not filter, can't
  drop relevant chunks), update_memory (no project field update),
  unregistered names (the rule applied to a name with no record)
- Why this is the trust hierarchy in action: Layer 3 trusted
  state has to be findable to win the trust battle; an
  un-canonicalized lookup silently makes Layer 3 invisible and
  the system falls through to lower-trust retrieved chunks with
  no signal to the human
- The 4-step rule for new entry points: identify project-keyed
  reads/writes, place the call as the first statement after
  validation, add a regression test using the project_registry
  fixture, verify None/empty paths
- How the project_registry fixture works with a copy-pasteable
  example
- What the rule does NOT cover: alias creation (registry's own
  write path), registry hot-reloading (no in-process cache by
  design), cross-project dedup (collision detection at
  registration), time-bounded canonicalization (canonical id is
  stable forever), legacy data migration (open follow-up)
- Engineering layer V1 implications: every new service entry
  point in the entities/relationships/conflicts/mirror modules
  must apply the helper at the first statement after validation;
  treated as code review failure if missing
- Open follow-ups: legacy data migration script (~30 LOC),
  registry file caching when projects scale beyond ~50, case
  sensitivity audit when entity-side storage lands, _rank_chunks
  cleanup, documentation discoverability (intentional redundancy
  between this doc, the helper docstring, and per-callsite comments)
- Quick reference card: copy-pasteable template for new service
  functions

master-plan-status.md updated
-----------------------------
- New doc added to the engineering-layer planning sprint listing
- Marked as required reading before V1 implementation begins
- Note that V1 must apply the contract at every new service-layer
  entry point

Pure doc work, no code changes. Full suite stays at 174 passing
because no source changed.
2026-04-07 19:32:31 -04:00