At 0.15 the effective per-call allowance (450 - 55 wrapper) was 395
chars, which is just under the length of a real paragraph-length
project memory (~400 chars). Verified on live p04 probe: band was
still absent after the flat-budget fix because the first memory
entry was one character too long for the budget.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The per-type slicing (available // len(memory_types)) starved
paragraph-length memories: with 3 types and a 450-char budget,
each type got ~131 chars while real project memories are 300-500
chars each — every entry was skipped and the new Project Memories
band never appeared in the live pack.
Switch to a flat budget pool walked type-by-type in order. Short
identity/preference memories still get first pick when the budget
is tight, but long project memories can now compete for space.
Caught on the first post-deploy probe: 2 active p04 memories
existed but none landed in formatted_context.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The retrieval-quality review on 2026-04-11 found that active
project/knowledge/episodic memories never reached the pack: only
Trusted Project State and identity/preference memories were being
assembled. Reinforcement bumped confidence on memories that had
no retrieval outlet, so the reflection loop was half-open.
This change adds a third memory tier between identity/preference
and retrieved chunks:
- PROJECT_MEMORY_BUDGET_RATIO = 0.15
- Memory types: project, knowledge, episodic
- Only populated when a canonical project is in scope — without
a project hint, project memories stay out (cross-project bleed
would rot the signal)
- Rendered under a dedicated "--- Project Memories ---" header
so the LLM can distinguish it from the identity/preference band
- Trim order in _trim_context_to_budget: retrieval → project
memories → identity/preference → project state (most recently
added tier drops first when budget is tight)
get_memories_for_context gains header/footer kwargs so the two
memory blocks can be distinguished in a single pack without a
second helper.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Reinforcement matcher now handles paragraph-length memories via a
dual-mode threshold: short memories keep the 70% overlap rule,
long memories (>15 stems) require 12 absolute overlaps AND 35%
fraction so organic paraphrase can still reinforce. Diagnosis:
every active memory stayed at reference_count=0 because 40-token
project summaries never hit 70% overlap on real responses.
- scripts/atocore_client.py gains batch-extract (fan out
/interactions/{id}/extract over recent interactions) and triage
(interactive promote/reject walker for the candidate queue),
matching the Phase 9 reflection-loop review flow without pulling
extraction into the capture hot path.
- deploy/dalidou/cron-backup.sh adds an optional off-host rsync step
gated on ATOCORE_BACKUP_RSYNC, fail-open when the target is offline
so a laptop being off at 03:00 UTC never reds the local backup.
- docs/next-steps.md records the retrieval-quality sweep: project
state surfaces, chunks are on-topic but broad, active memories
never reach the pack (reflection loop has no retrieval outlet yet).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- POST /admin/backup/cleanup — retention cleanup via API (dry-run by default)
- record_interaction() accepts extract=True to auto-extract candidate
memories from response text using the Phase 9C rule-based extractor
- POST /interactions accepts extract field to enable extraction on capture
- deploy/dalidou/cron-backup.sh — daily backup + cleanup for cron
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- create_runtime_backup() now auto-validates its output and includes
validated/validation_errors fields in returned metadata
- New cleanup_old_backups() with retention policy: 7 daily, 4 weekly
(Sundays), 6 monthly (1st of month), dry-run by default
- CLI `cleanup` subcommand added to backup module
- 9 new tests (2 validation + 7 retention), 259 total passing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Replace the substring-based _memory_matches() with a token-overlap
matcher that tokenizes both memory content and response, applies
lightweight stemming (trailing s/ed/ing) and stop-word removal, then
checks whether >= 70% of the memory's tokens appear in the response.
This fixes the paraphrase blindness that prevented reinforcement from
ever firing on natural responses ("prefers" vs "prefer", "because
history" vs "because the history").
7 new tests (26 total reinforcement tests, all passing).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Two fixes from the 2026-04-09 first real restore drill on Dalidou,
plus the long-overdue doc consolidation I should have done when I
added the drill runbook instead of creating a duplicate.
## Chroma restore bind-mount bug (drill finding)
src/atocore/ops/backup.py: restore_runtime_backup() used to call
shutil.rmtree(dst_chroma) before copying the snapshot back. In the
Dockerized Dalidou deployment the chroma dir is a bind-mounted
volume — you can't unlink a mount point, rmtree raises
OSError [Errno 16] Device or resource busy
and the restore silently fails to touch Chroma. This bit the first
real drill; the operator worked around it with --no-chroma plus a
manual cp -a.
Fix: clear the destination's CONTENTS (iterdir + rmtree/unlink per
child) and use copytree(dirs_exist_ok=True) so the mount point
itself is never touched. Equivalent semantics, bind-mount-safe.
Regression test:
tests/test_backup.py::test_restore_chroma_does_not_unlink_destination_directory
captures Path.stat().st_ino of the dest dir before and after
restore and asserts they match. That's the same invariant a
bind-mounted chroma dir enforces — if the inode changed, the
mount would have failed. 11/11 backup tests now pass.
## Doc consolidation
docs/backup-restore-drill.md existed as a duplicate of the
authoritative docs/backup-restore-procedure.md. When I added the
drill runbook in commit 3362080 I wrote it from scratch instead of
updating the existing procedure — bad doc hygiene on a project
that's literally about being a context engine.
- Deleted docs/backup-restore-drill.md
- Folded its contents into docs/backup-restore-procedure.md:
- Replaced the manual sudo cp restore sequence with the new
`python -m atocore.ops.backup restore <STAMP>
--confirm-service-stopped` CLI
- Added the one-shot docker compose run pattern for running
restore inside a container that reuses the live volume mounts
- Documented the --no-pre-snapshot / --no-chroma / --chroma flags
- New "Chroma restore and bind-mounted volumes" subsection
explaining the bug and the regression test that protects the fix
- New "Restore drill" subsection with three levels (unit tests,
module round-trip, live Dalidou drill) and the cadence list
- Failure-mode table gained four entries: restored_integrity_ok,
Device-or-resource-busy, drill marker still present,
chroma_snapshot_missing
- "Open follow-ups" struck the restore_runtime_backup item (done)
and added a "Done (historical)" note referencing 2026-04-09
- Quickstart cheat sheet now has a full drill one-liner using
memory_type=episodic (the 2026-04-09 drill found the runbook's
memory_type=note was invalid — the valid set is identity,
preference, project, episodic, knowledge, adaptation)
## Status doc sync
Long overdue — I've been landing code without updating the
project's narrative state docs.
docs/current-state.md:
- "Reliability Baseline" now reflects: restore_runtime_backup is
real with CLI, pre-restore safety snapshot, WAL cleanup,
integrity check; live drill on 2026-04-09 surfaced and fixed
Chroma bind-mount bug; deploy provenance via /health build_sha;
deploy.sh self-update re-exec guard
- "Immediate Next Focus" reshuffled: drill re-run (priority 1) and
auto-capture (priority 2) are now ahead of retrieval quality work,
reflecting the updated unblock sequence
docs/next-steps.md:
- New item 1: re-run the drill with chroma working end-to-end
- New item 2: auto-capture conservative mode (Stop hook)
- Old item 7 rewritten as item 9 listing what's DONE
(create/list/validate/restore, admin/backup endpoint with
include_chroma, /health provenance, self-update guard,
procedure doc with failure modes) and what's still pending
(retention cleanup, off-Dalidou target, auto-validation)
## Test count
226 passing (was 225 + 1 new inode-stability regression test).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Close the backup side of the loop: we had create/list/validate but
no restore, and no documented drill. A backup you've never restored
is not a backup. This lands the missing restore surface and the
procedure to exercise it before enabling any write-path automation
(auto-capture, automated ingestion, reinforcement sweeps).
Code — src/atocore/ops/backup.py:
- restore_runtime_backup(stamp, *, include_chroma, pre_restore_snapshot,
confirm_service_stopped) performs:
1. validate_backup() gate — refuse on any error
2. pre-restore safety snapshot of current state (reversibility anchor)
3. PRAGMA wal_checkpoint(TRUNCATE) on target db (flush + release
OS handles; Windows needs this after conn.backup() reads)
4. unlink stale -wal/-shm sidecars (tolerant to Windows lock races)
5. shutil.copy2 snapshot db over target
6. restore registry if snapshot captured one
7. restore Chroma tree if snapshot captured one and include_chroma
resolves to true (defaults to whether backup has Chroma)
8. PRAGMA integrity_check on restored db, report result
- Refuses without confirm_service_stopped=True to prevent hot-restore
into a running service (would corrupt SQLite state)
- Rewrote main() as argparse with 4 subcommands: create, list,
validate, restore. `python -m atocore.ops.backup restore STAMP
--confirm-service-stopped` is the drill CLI entry point, run via
`docker compose run --rm --entrypoint python atocore` so it reuses
the live service's volume mounts
Tests — tests/test_backup.py (6 new):
- test_restore_refuses_without_confirm_service_stopped
- test_restore_raises_on_invalid_backup
- test_restore_round_trip_reverses_post_backup_mutations
(canonical drill flow: seed -> backup -> mutate -> restore ->
mutation gone + baseline survived + pre-restore snapshot has
the mutation captured as rollback anchor)
- test_restore_round_trip_with_chroma
- test_restore_skips_pre_snapshot_when_requested
- test_restore_cleans_stale_wal_sidecars (asserts stale byte
markers do not survive, not file existence, since PRAGMA
integrity_check may legitimately recreate -wal)
Docs — docs/backup-restore-drill.md (new):
- What gets backed up (hot sqlite, cold chroma, registry JSON,
metadata.json) and what doesn't (.env, source content)
- What restore does, step by step, and why confirm_service_stopped
is a hard gate
- 8-step drill procedure: capture -> baseline -> mutate -> stop ->
restore -> start -> verify marker gone -> optional cleanup
- Correct endpoint bodies verified against routes.py:
POST /admin/backup with JSON body {"include_chroma": true}
POST /memory with memory_type/content/project/confidence
GET /memory?project=drill to list drill markers
POST /query with {"prompt": ..., "top_k": ...} (not "query")
- Failure modes: integrity_check fail, container won't start,
marker still present after restore, with remediation for each
- When to run: before new write-path automation, after backup.py
or schema changes, after infra bumps, monthly as standing check
225/225 tests passing (219 existing + 6 new restore).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Make /health report the precise git SHA the container was built from,
so 'is the live service current?' can be answered without ambiguity.
0.2.0 was too coarse to trust as a 'live is current' signal — many
commits share the same __version__.
Three layers:
1. /health endpoint (src/atocore/api/routes.py)
- Reads ATOCORE_BUILD_SHA, ATOCORE_BUILD_TIME, ATOCORE_BUILD_BRANCH
from environment, defaults to 'unknown'
- Reports them alongside existing code_version field
2. docker-compose.yml
- Forwards the three env vars from the host into the container
- Defaults to 'unknown' so direct `docker compose up` runs (without
deploy.sh) cleanly signal missing build provenance
3. deploy.sh
- Step 2 captures git SHA + UTC timestamp + branch and exports them
as env vars before `docker compose up -d --build`
- Step 6 reads /health post-deploy and compares the reported
build_sha against the freshly-built one. Mismatch exits non-zero
(exit code 6) with a remediation hint covering cached image,
env propagation, and concurrent restart cases
Tests (tests/test_api_storage.py):
- test_health_endpoint_reports_code_version_from_module
- test_health_endpoint_reports_build_metadata_from_env
- test_health_endpoint_reports_unknown_when_build_env_unset
Docs (docs/dalidou-deployment.md):
- Three-level drift detection table (code_version coarse,
build_sha precise, build_time/branch forensic)
- Canonical drift check script using LIVE_SHA vs EXPECTED_SHA
- Note that running deploy.sh is itself the simplest drift check
219/219 tests passing.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Three issues Dalidou Claude surfaced during the first real deploy
of commit e877e5b to the live service (report from 2026-04-08).
Bug 1 was the critical one — a schema init ordering bug that would
have bitten every future upgrade from a pre-Phase-9 schema — and
the other two were usability traps around hostname resolution.
Bug 1 (CRITICAL): schema init ordering
--------------------------------------
src/atocore/models/database.py
SCHEMA_SQL contained CREATE INDEX statements that referenced
columns added later by _apply_migrations():
CREATE INDEX IF NOT EXISTS idx_memories_project ON memories(project);
CREATE INDEX IF NOT EXISTS idx_interactions_project_name ON interactions(project);
CREATE INDEX IF NOT EXISTS idx_interactions_session ON interactions(session_id);
On a FRESH install, CREATE TABLE IF NOT EXISTS creates the tables
with the Phase 9 shape (columns present), so the CREATE INDEX runs
cleanly and _apply_migrations is effectively a no-op.
On an UPGRADE from a pre-Phase-9 schema, CREATE TABLE IF NOT EXISTS
is a no-op (the tables already exist in the old shape), the columns
are NOT added yet, and the CREATE INDEX fails with
"OperationalError: no such column: project" before
_apply_migrations gets a chance to add the columns.
Dalidou Claude hit this exactly when redeploying from 0.1.0 to
0.2.0 — had to manually ALTER TABLE to add the Phase 9 columns
before the container could start.
The fix is to remove the Phase 9-column indexes from SCHEMA_SQL.
They already exist in _apply_migrations() AFTER the corresponding
ALTER TABLE, so they still get created on both fresh and upgrade
paths — just after the columns exist, not before.
Indexes still in SCHEMA_SQL (all safe — reference columns that
have existed since the first release):
- idx_chunks_document on source_chunks(document_id)
- idx_memories_type on memories(memory_type)
- idx_memories_status on memories(status)
- idx_interactions_project on interactions(project_id)
Indexes moved to _apply_migrations (already there — just no longer
duplicated in SCHEMA_SQL):
- idx_memories_project on memories(project)
- idx_interactions_project_name on interactions(project)
- idx_interactions_session on interactions(session_id)
- idx_interactions_created_at on interactions(created_at)
Regression test: tests/test_database.py
---------------------------------------
New test_init_db_upgrades_pre_phase9_schema_without_failing:
- Seeds the DB with the exact pre-Phase-9 shape (no project /
last_referenced_at / reference_count on memories; no project /
client / session_id / response / memories_used / chunks_used on
interactions)
- Calls init_db() — which used to raise OperationalError before
the fix
- Verifies all Phase 9 columns are present after the call
- Verifies the migration indexes exist
Before the fix this test would have failed with
"OperationalError: no such column: project" on the init_db call.
After the fix it passes. This locks the invariant "init_db is
safe on any legacy schema shape" so the bug can't silently come
back.
Full suite: 216 passing (was 215), 1 warning. The +1 is the new
regression test.
Bug 3 (usability): deploy.sh DNS default
----------------------------------------
deploy/dalidou/deploy.sh
ATOCORE_GIT_REMOTE defaulted to http://dalidou:3000/Antoine/ATOCore.git
which requires the "dalidou" hostname to resolve. On the Dalidou
host itself it didn't (no /etc/hosts entry for localhost alias),
so deploy.sh had to be run with the IP as a manual workaround.
Fix: default ATOCORE_GIT_REMOTE to http://127.0.0.1:3000/Antoine/ATOCore.git.
Loopback always works on the host running the script. Callers
from a remote host (e.g. running deploy.sh from a laptop against
the Dalidou LAN) set ATOCORE_GIT_REMOTE explicitly. The script
header's Environment Variables section documents this with an
explicit reference to the 2026-04-08 Dalidou deploy report so the
rationale isn't lost.
docs/dalidou-deployment.md gets a new "Troubleshooting hostname
resolution" subsection and a new example invocation showing how
to deploy from a remote host with an explicit ATOCORE_GIT_REMOTE
override.
Bug 2 (usability): atocore_client.py ATOCORE_BASE_URL documentation
-------------------------------------------------------------------
scripts/atocore_client.py
Same class of issue as bug 3. BASE_URL defaults to
http://dalidou:8100 which resolves fine from a remote caller
(laptop, T420/OpenClaw over Tailscale) but NOT from the Dalidou
host itself or from inside the atocore container. Dalidou Claude
saw the CLI return
{"status": "unavailable", "fail_open": true}
while direct curl to http://127.0.0.1:8100 worked.
The fix here is NOT to change the default (remote callers are
the common case and would break) but to DOCUMENT the override
clearly so the next operator knows what's happening:
- The script module docstring grew a new "Environment variables"
section covering ATOCORE_BASE_URL, ATOCORE_TIMEOUT_SECONDS,
ATOCORE_REFRESH_TIMEOUT_SECONDS, and ATOCORE_FAIL_OPEN, with
the explicit override example for on-host/in-container use
- It calls out the exact symptom (fail-open envelope when the
base URL doesn't resolve) so the diagnosis is obvious from
the error alone
- docs/dalidou-deployment.md troubleshooting section mirrors
this guidance so there's one place to look regardless of
whether the operator starts with the client help or the
deploy doc
What this commit does NOT do
----------------------------
- Does NOT change the default ATOCORE_BASE_URL. Doing that would
break the T420 OpenClaw helper and every remote caller who
currently relies on the hostname. Documentation is the right
fix for this case.
- Does NOT fix /etc/hosts on Dalidou. That's a host-level
configuration issue that the user can fix if they prefer
having the hostname resolve; the deploy.sh fix makes it
unnecessary regardless.
- Does NOT re-run the validation on Dalidou. The next step is
for the live service to pull this commit via deploy.sh (which
should now work without the IP workaround) and re-run the
Phase 9 loop test to confirm nothing regressed.
Dalidou Claude's validation run against the live service exposed a
structural gap: the deployment at /srv/storage/atocore/app has no
git connection, the running container was built from pre-Phase-9
source, and /health hardcoded 'version: 0.1.0' so drift is
invisible. Weeks of work have been shipping to Gitea but never
reaching the live service.
This commit fixes both the drift-invisibility problem and the
absence of an update workflow, so the next deploy to Dalidou can
go live cleanly and future drifts surface immediately.
Layer 1: deployment drift is now visible via /health
----------------------------------------------------
- src/atocore/__init__.py: __version__ bumped from 0.1.0 to 0.2.0
and documented as the source of truth for the deployed code
version, with a history block explaining when each bump happens
(API surface change, schema change, user-visible behavior change)
- src/atocore/main.py: FastAPI constructor now uses __version__
instead of the hardcoded '0.1.0' string, so the OpenAPI docs
reflect the actual code version
- src/atocore/api/routes.py: /health now reads from __version__
dynamically. Both the existing 'version' field and a new
'code_version' field report the same value for backwards compat.
A new docstring explains that comparing this to the main
branch's __version__ is the fastest way to detect drift.
- pyproject.toml: version bumped to 0.2.0 to stay in sync
The comparison is now:
curl /health -> "code_version": "0.2.0"
grep __version__ src/atocore/__init__.py -> "0.2.0"
If those differ, the deployment is stale. Concrete, unambiguous.
Layer 2: deploy.sh as the canonical update path
-----------------------------------------------
New file: deploy/dalidou/deploy.sh
One-shot bash script that handles both the first-time deploy
(where /srv/storage/atocore/app may not be a git repo yet) and
the ongoing update case. Steps:
1. If app dir is not a git checkout, back it up as
<dir>.pre-git-<utc-stamp> and re-clone from Gitea.
If it IS a checkout, fetch + reset --hard origin/<branch>.
2. Report the deployable commit SHA
3. Check that deploy/dalidou/.env exists (hard fail if missing
with a clear message pointing at .env.example)
4. docker compose up -d --build — rebuilds the image from
current source, restarts the container
5. Poll /health for up to 30 seconds; on failure, print the
last 50 lines of container logs and exit non-zero
6. Parse /health.code_version and compare to the __version__
in the freshly-pulled source. If they differ, exit non-zero
with a message suggesting docker compose down && up
7. On success, report commit + code_version + "health: ok"
Configurable via env vars:
- ATOCORE_APP_DIR (default /srv/storage/atocore/app)
- ATOCORE_GIT_REMOTE (default http://dalidou:3000/Antoine/ATOCore.git)
- ATOCORE_BRANCH (default main)
- ATOCORE_HEALTH_URL (default http://127.0.0.1:8100/health)
- ATOCORE_DEPLOY_DRY_RUN=1 for preview-only mode
Explicit non-goals documented in the script header:
- does not manage secrets (.env is the caller's responsibility)
- does not take a pre-deploy backup (call /admin/backup first
if you want one)
- does not roll back on failure (redeploy a known-good commit
to recover)
- does not touch the DB directly — schema migrations run at
service startup via the lifespan handler, and all existing
_apply_migrations ALTERs are idempotent ADD COLUMN operations
Layer 3: updated docs/dalidou-deployment.md
-------------------------------------------
- First-time deployment steps now explicitly say "git clone", not
"place the repository", so future first-time deploys don't end
up as static snapshots again
- New "Updating a running deployment" section covering deploy.sh
usage with all three modes (normal / branch override / dry-run)
- New "Deployment drift detection" section with the one-liner
comparison between /health code_version and the repo's
__version__
- New "Schema migrations on redeploy" section enumerating the
exact ALTER TABLE statements that run on a pre-0.2.0 -> 0.2.0
upgrade, confirming they are additive-only and safe, and
recommending a backup via /admin/backup before any redeploy
Full suite: 215 passing, 1 warning. No test was hardcoded to the
old version string, so the version bump was safe without test
changes.
What this commit does NOT do
----------------------------
- Does NOT execute the deploy on the live Dalidou instance. That
requires Dalidou access and is the next step. A ready-to-paste
prompt for Dalidou Claude will be provided separately.
- Does NOT add CI/CD, webhook-based auto-deploy, or reverse
proxy. Those remain in the 'deferred' section of the
deployment doc.
- Does NOT change the Dockerfile. The existing 'COPY source at
build time' pattern is what deploy.sh relies on — rebuilding
the image picks up new code.
- Does NOT modify the database schema. The Phase 9 migrations
that Dalidou's DB needs will be applied automatically on next
service startup via the existing _apply_migrations path.
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.
Two regression fixes from codex's review of the slash command
refactor commit (78d4e97). Both findings are real and now have
covered tests.
P1 — server-side alias resolution for project_state lookup
----------------------------------------------------------
The bug:
- /context/build forwarded the caller's project hint verbatim to
get_state(project_hint), which does an exact-name lookup against
the projects table (case-insensitive but no alias resolution)
- the project registry's alias matching was only used by the
client's auto-context path and the retriever's project-match
boost, never by the server's project_state lookup
- consequence: /atocore-context "... p05" would silently miss
trusted project state stored under the canonical id
"p05-interferometer", weakening project-hinted retrieval to
the point that an explicit alias hint was *worse* than no hint
The fix in src/atocore/context/builder.py:
- import get_registered_project from the projects registry
- before calling get_state(project_hint), resolve the hint
through get_registered_project; if a registry record exists,
use the canonical project_id for the state lookup
- if no registry record exists, fall back to the raw hint so a
hand-curated project_state entry that predates the registry
still works (backwards compat with pre-registry deployments)
The retriever already does its own alias expansion via
get_registered_project for the project-match boost, so the
retriever side was never broken — only the project_state lookup
in the builder. The fix is scoped to that one call site.
Tests added in tests/test_context_builder.py:
- test_alias_hint_resolves_through_registry: stands up a fresh
registry, sets state under "p05-interferometer", then verifies
build_context with project_hint="p05" finds the state, AND
with project_hint="interferometer" (the second alias) finds it
too, AND with the canonical id finds it. Covers all three
resolution paths.
- test_unknown_hint_falls_back_to_raw_lookup: empty registry,
set state under an unregistered project name, verify the
build_context call with that name as the hint still finds the
state. Locks in the backwards-compat behavior.
P2 — slash command no-hint fallback to corpus-wide context build
----------------------------------------------------------------
The bug:
- the slash command's no-hint path called auto-context, which
returns {"status": "no_project_match"} when project detection
fails and does NOT fall back to a plain context-build
- the slash command's own help text told the user "call without
a hint to use the corpus-wide context build" — which was a lie
because the wrapper no longer did that
- consequence: generic prompts like "what changed in AtoCore
backup policy?" or any cross-project question got a useless
no_project_match envelope instead of a context pack
The fix in .claude/commands/atocore-context.md:
- the no-hint path now does the 2-step fallback dance:
1. try `auto-context "<prompt>"` for project detection
2. if the response contains "no_project_match", fall back to
`context-build "<prompt>"` (no project arg)
- both branches return a real context pack, fail-open envelope
is preserved for genuine network errors
- the underlying client surface is unchanged (no new flags, no
new subcommands) — the fallback is per-frontend logic in the
slash command, leaving auto-context's existing semantics
intact for OpenClaw and any other caller that depends on the
no_project_match envelope as a "do nothing" signal
While I was here, also tightened the slash command's argument
parsing to delegate alias-knowledge to the registry instead of
embedding a hardcoded list:
- old version had a literal list of "atocore", "p04", "p05",
"p06" and their aliases that needed manual maintenance every
time a project was added
- new version takes the last token of $ARGUMENTS and asks the
client's `detect-project` subcommand whether it's a known
alias; if matched, it's the explicit hint, if not it's part
of the prompt
- this delegates registry knowledge to the registry, where it
belongs
Unrelated improvement noted but NOT fixed in this commit:
- _rank_chunks in builder.py also has a naive substring boost
that uses the original hint without alias expansion. The
retriever already does the right thing, so this secondary
boost is redundant. Tracked as a future cleanup but not in
scope for the P1/P2 fix; codex's findings are about
project_state lookup, not about the secondary chunk boost.
Full suite: 162 passing (was 160), 1 warning. The +2 is the two
new P1 regression tests.
Session 1 of the four-session plan. Empirically exercises the Phase 9
loop (capture -> reinforce -> extract) for the first time and lands
three small hygiene fixes.
Validation script + report
--------------------------
scripts/phase9_first_real_use.py — reproducible script that:
- sets up an isolated SQLite + Chroma store under
data/validation/phase9-first-use (gitignored)
- seeds 3 active memories
- runs 8 sample interactions through capture + reinforce + extract
- prints what each step produced and reinforcement state at the end
- supports --json output for downstream tooling
docs/phase9-first-real-use.md — narrative report of the run with:
- extraction results table (8/8 expectations met exactly)
- the empirical finding that REINFORCEMENT MATCHED ZERO seeds
despite sample 5 clearly echoing the rebase preference memory
- root cause analysis: the substring matcher is too brittle for
natural paraphrases (e.g. "prefers" vs "I prefer", "history"
vs "the history")
- recommended fix: replace substring matcher with a token-overlap
matcher (>=70% of memory tokens present in response, with
light stemming and a small stop list)
- explicit note that the fix is queued as a follow-up commit, not
bundled into the report — keeps the audit trail clean
Key extraction results from the run:
- all 7 heading/sentence rules fired correctly
- 0 false positives on the prose-only sample (the most important
sanity check)
- long content preserved without truncation
- dedup correctly kept three distinct cues from one interaction
- project scoping flowed cleanly through the pipeline
Hygiene 1: FastAPI lifespan migration (src/atocore/main.py)
- Replaced @app.on_event("startup") with the modern @asynccontextmanager
lifespan handler
- Same setup work (setup_logging, ensure_runtime_dirs, init_db,
init_project_state_schema, startup_ready log)
- Removes the two on_event deprecation warnings from every test run
- Test suite now shows 1 warning instead of 3
Hygiene 2: EXTRACTOR_VERSION constant (src/atocore/memory/extractor.py)
- Added EXTRACTOR_VERSION = "0.1.0" with a versioned change log comment
- MemoryCandidate dataclass carries extractor_version on every candidate
- POST /interactions/{id}/extract response now includes extractor_version
on both the top level (current run) and on each candidate
- Implements the versioning requirement called out in
docs/architecture/promotion-rules.md so old candidates can be
identified and re-evaluated when the rule set evolves
Hygiene 3: ~/.git-credentials cleanup (out-of-tree, not committed)
- Removed the dead OAUTH_USER:<jwt> line for dalidou:3000 that was
being silently rewritten by the system credential manager on every
push attempt
- Configured credential.http://dalidou:3000.helper with the empty-string
sentinel pattern so the URL-specific helper chain is exactly
["", store] instead of inheriting the system-level "manager" helper
that ships with Git for Windows
- Same fix for the 100.80.199.40 (Tailscale) entry
- Verified end to end: a fresh push using only the cleaned credentials
file (no embedded URL) authenticates as Antoine and lands cleanly
Full suite: 160 passing (no change from previous), 1 warning
(was 3) thanks to the lifespan migration.
Phase 9 Commit C. Closes the capture loop: Commit A records what
AtoCore fed the LLM and what came back, Commit B bumps confidence on
active memories the response actually references, and this commit
turns structured cues in the response into candidate memories for a
human review queue.
Nothing extracted here is ever automatically promoted into trusted
state. Every candidate sits at status="candidate" until a human (or
later, a confident automatic policy) calls /memory/{id}/promote or
/memory/{id}/reject. This keeps the "bad memory is worse than no
memory" invariant from the operating model intact.
New module: src/atocore/memory/extractor.py
- MemoryCandidate dataclass (type, content, rule, source_span,
project, confidence, source_interaction_id)
- extract_candidates_from_interaction(interaction): runs a fixed set
of regex rules over the response + response_summary and returns
a list of candidates
V0 rule set (deliberately narrow to keep false positives low):
- decision_heading ## Decision: / ## Decision - / ## Decision —
-> adaptation candidate
- constraint_heading ## Constraint: ... -> project candidate
- requirement_heading ## Requirement: ... -> project candidate
- fact_heading ## Fact: ... -> knowledge candidate
- preference_sentence "I prefer X" / "the user prefers X"
-> preference candidate
- decided_to_sentence "decided to X" -> adaptation candidate
- requirement_sentence "the requirement is X" -> project candidate
Extractor post-processing:
- clean_value: collapse whitespace, strip trailing punctuation
- min content length 8 chars, max 280 (keeps candidates reviewable)
- dedupe by (memory_type, normalized value, rule)
- drop candidates whose content already matches an active memory of
the same type+project so the queue doesn't ask humans to re-curate
things they already promoted
Memory service (extends Commit B candidate-status foundation):
- promote_memory(id): candidate -> active (404 if not a candidate)
- reject_candidate_memory(id): candidate -> invalid
- both are no-ops if the target isn't currently a candidate so the
API can surface 404 without the caller needing to pre-check
API endpoints (new):
- POST /interactions/{id}/extract run extractor, preview-only
body: {"persist": false} (default) returns candidates
{"persist": true} creates candidate memories
- POST /memory/{id}/promote candidate -> active
- POST /memory/{id}/reject candidate -> invalid
- GET /memory?status=candidate list review queue explicitly
(existing endpoint now accepts status= override)
- GET /memory now also returns reference_count and last_referenced_at
per memory so the Commit B reinforcement signal is visible to clients
Trust model unchanged:
- candidates NEVER appear in context packs (get_memories_for_context
still filters to active via the active_only default)
- candidates NEVER get reinforced by the Commit B loop (reinforcement
refuses non-active memories)
- trusted project state is untouched end-to-end
Tests (25 new, all green):
- heading pattern: decision, constraint, requirement, fact
- separator variants :, -, em-dash
- sentence patterns: preference, decided_to, requirement
- rejects too-short matches
- dedupes identical matches
- strips trailing punctuation
- carries project and source_interaction_id onto candidates
- drops candidates that duplicate an existing active memory
- returns empty for prose without structural cues
- candidate and active coexist in the memory table
- promote_memory moves candidate -> active
- promote on non-candidate returns False
- reject_candidate_memory moves candidate -> invalid
- reject on non-candidate returns False
- get_memories(status="candidate") returns just the queue
- POST /interactions/{id}/extract preview-only path
- POST /interactions/{id}/extract persist=true path
- POST /interactions/{id}/extract 404 for missing interaction
- POST /memory/{id}/promote success + 404 on non-candidate
- POST /memory/{id}/reject 404 on missing
- GET /memory?status=candidate surfaces the queue
- GET /memory?status=<invalid> returns 400
Full suite: 160 passing (was 135).
What Phase 9 looks like end to end after this commit
----------------------------------------------------
prompt
-> context pack assembled
-> LLM response
-> POST /interactions (capture)
-> automatic Commit B reinforcement (active memories only)
-> [optional] POST /interactions/{id}/extract
-> Commit C extractor proposes candidates
-> human reviews via GET /memory?status=candidate
-> POST /memory/{id}/promote (candidate -> active)
OR POST /memory/{id}/reject (candidate -> invalid)
Not in this commit (deferred on purpose):
- Decay of unused memories (we keep reference_count and
last_referenced_at so a later decay job has the signal it needs)
- LLM-based extractor as an alternative to the regex rules
- Automatic promotion of high-confidence candidates
- Candidate-to-entity upgrade path (needs the engineering layer
memory-vs-entities decision, planned in a coming architecture doc)
Phase 9 Commit B from the agreed plan. With Commit A capturing what
AtoCore fed to the LLM and what came back, this commit closes the
weakest part of the loop: when a memory is actually referenced in a
response, its confidence should drift up, and stale memories that
nobody ever mentions should stay where they are.
This is reinforcement only — nothing is promoted into trusted state
and no candidates are created. Extraction is Commit C.
Schema (additive migration):
- memories.last_referenced_at DATETIME (null by default)
- memories.reference_count INTEGER DEFAULT 0
- idx_memories_last_referenced on last_referenced_at
- memories.status now accepts the new "candidate" value so Commit C
has the status slot to land on. Existing active/superseded/invalid
rows are untouched.
New module: src/atocore/memory/reinforcement.py
- reinforce_from_interaction(interaction): scans the interaction's
response + response_summary for echoes of active memories and
bumps confidence / reference_count for each match
- matching is intentionally simple and explainable:
* normalize both sides (lowercase, collapse whitespace)
* require >= 12 chars of memory content to match
* compare the leading 80-char window of each memory
- the candidate pool is project-scoped memories for the interaction's
project + global identity + preference memories, deduplicated
- candidates and invalidated memories are NEVER reinforced; only
active memories move
Memory service changes:
- MEMORY_STATUSES = ["candidate", "active", "superseded", "invalid"]
- create_memory(status="candidate"|"active"|...) with per-status
duplicate scoping so a candidate and an active with identical text
can legitimately coexist during review
- get_memories(status=...) explicit override of the legacy active_only
flag; callers can now list the review queue cleanly
- update_memory accepts any valid status including "candidate"
- reinforce_memory(id, delta): low-level primitive that bumps
confidence (capped at 1.0), increments reference_count, and sets
last_referenced_at. Only active memories; returns (applied, old, new)
- promote_memory / reject_candidate_memory helpers prepping Commit C
Interactions service:
- record_interaction(reinforce=True) runs reinforce_from_interaction
automatically when the interaction has response content. reinforcement
errors are logged but never raised back to the caller so capture
itself is never blocked by a flaky downstream.
- circular import between interactions service and memory.reinforcement
avoided by lazy import inside the function
API:
- POST /interactions now accepts a reinforce bool field (default true)
- POST /interactions/{id}/reinforce runs reinforcement on an existing
captured interaction — useful for backfilling or for retrying after
a transient error in the automatic pass
- response lists which memory ids were reinforced with
old / new confidence for audit
Tests (17 new, all green):
- reinforce_memory bumps, caps at 1.0, accumulates reference_count
- reinforce_memory rejects candidates and missing ids
- reinforce_memory rejects negative delta
- reinforce_from_interaction matches active memory
- reinforce_from_interaction ignores candidates and inactive
- reinforce_from_interaction requires minimum content length
- reinforce_from_interaction handles empty response cleanly
- reinforce_from_interaction normalizes casing and whitespace
- reinforce_from_interaction deduplicates across memory buckets
- record_interaction auto-reinforces by default
- record_interaction reinforce=False skips the pass
- record_interaction handles empty response
- POST /interactions/{id}/reinforce runs against stored interaction
- POST /interactions/{id}/reinforce returns 404 for missing id
- POST /interactions accepts reinforce=false
Full suite: 135 passing (was 118).
Trust model unchanged:
- reinforcement only moves confidence within the existing active set
- the candidate lifecycle is declared but only Commit C will actually
create candidate memories
- trusted project state is never touched by reinforcement
Next: Commit C adds the rule-based extractor that produces candidate
memories from captured interactions plus the promote/reject review
queue endpoints.
Phase 9 Commit A from the agreed plan: turn AtoCore from a stateless
context enhancer into a system that records what it actually fed to an
LLM and what came back. This is the audit trail Reflection (Commit B)
and Extraction (Commit C) will be layered on top of.
The interactions table existed in the schema since the original PoC
but nothing wrote to it. This change makes it real:
Schema migration (additive only):
- response full LLM response (caller decides how much)
- memories_used JSON list of memory ids in the context pack
- chunks_used JSON list of chunk ids in the context pack
- client identifier of the calling system
(openclaw, claude-code, manual, ...)
- session_id groups multi-turn conversations
- project project name (mirrors the memory module pattern,
no FK so capture stays cheap)
- indexes on session_id, project, created_at
The created_at column is now written explicitly with a SQLite-compatible
'YYYY-MM-DD HH:MM:SS' format so the same string lives in the DB and the
returned dataclass. Without this the `since` filter on list_interactions
would silently fail because CURRENT_TIMESTAMP and isoformat use different
shapes that do not compare cleanly as strings.
New module src/atocore/interactions/:
- Interaction dataclass
- record_interaction() persists one round-trip (prompt required;
everything else optional). Refuses empty prompts.
- list_interactions() filters by project / session_id / client / since,
newest-first, hard-capped at 500
- get_interaction() fetch by id, full response + context pack
API endpoints:
- POST /interactions capture one interaction
- GET /interactions list with summaries (no full response)
- GET /interactions/{id} full record incl. response + pack
Trust model:
- Capture is read-only with respect to memories, project state, and
source chunks. Nothing here promotes anything into trusted state.
- The audit trail becomes the dataset Commit B (reinforcement) and
Commit C (extraction + review queue) will operate on.
Tests (13 new, all green):
- service: persist + roundtrip every field
- service: minimum-fields path (prompt only)
- service: empty / whitespace prompt rejected
- service: get by id returns None for missing
- service: filter by project, session, client
- service: ordering newest-first with limit
- service: since filter inclusive on cutoff (the bug the timestamp
fix above caught)
- service: limit=0 returns empty
- API: POST records and round-trips through GET /interactions/{id}
- API: empty prompt returns 400
- API: missing id returns 404
- API: list filter returns summaries (not full response bodies)
Full suite: 118 passing (was 105).
master-plan-status.md updated to move Phase 9 from "not started" to
"started" with the explicit note that Commit A is in and Commits B/C
remain.
Three small improvements that move the operational baseline forward
without changing the existing trust model.
1. Tunable retrieval ranking weights
- rank_project_match_boost, rank_query_token_step,
rank_query_token_cap, rank_path_high_signal_boost,
rank_path_low_signal_penalty are now Settings fields
- all overridable via ATOCORE_* env vars
- retriever no longer hard-codes 2.0 / 1.18 / 0.72 / 0.08 / 1.32
- lets ranking be tuned per environment as Wave 1 is exercised
without code changes
2. /projects/{name}/refresh status
- refresh_registered_project now returns an overall status field
("ingested", "partial", "nothing_to_ingest") plus roots_ingested
and roots_skipped counters
- ProjectRefreshResponse advertises the new fields so callers can
rely on them
- covers the case where every configured root is missing on disk
3. Chroma cold snapshot + admin backup endpoints
- create_runtime_backup now accepts include_chroma and writes a
cold directory copy of the chroma persistence path
- new list_runtime_backups() and validate_backup() helpers
- new endpoints:
- POST /admin/backup create snapshot (optional chroma)
- GET /admin/backup list snapshots
- GET /admin/backup/{stamp}/validate structural validation
- chroma snapshots are taken under exclusive_ingestion() so a refresh
or ingest cannot race with the cold copy
- backup metadata records what was actually included and how big
Tests:
- 8 new tests covering tunable weights, refresh status branches
(ingested / partial / nothing_to_ingest), chroma snapshot, list,
validate, and the API endpoints (including the lock-acquisition path)
- existing fake refresh stubs in test_api_storage.py updated for the
expanded ProjectRefreshResponse model
- full suite: 105 passing (was 97)
next-steps doc updated to reflect that the chroma snapshot + restore
validation gap from current-state.md is now closed in code; only the
operational retention policy remains.
Two changes that belong together:
1. builder.build_context() now passes project_hint into retrieve(),
so the project-aware boost actually fires for the retrieval pipeline
driven by /context/build. Before this, only direct /query callers
benefited from the registered-project boost.
2. retriever now applies two more ranking signals on every chunk:
- _query_match_boost: boosts chunks whose source/title/heading
echo high-signal query tokens (stop list filters out generic
words like "the", "project", "system")
- _path_signal_boost: down-weights archival noise (_archive,
_history, pre-cleanup, reviews) by 0.72 and up-weights current
high-signal docs (status, decision, requirements, charter,
system-map, error-budget, ...) by 1.18
Tests:
- test_context_builder_passes_project_hint_to_retrieval verifies
the wiring fix
- test_retrieve_downranks_archive_noise_and_prefers_high_signal_paths
verifies the new ranking helpers prefer current docs over archive
This addresses the cross-project competition and archive bleed
called out in current-state.md after the Wave 1 ingestion.
- Fix infinite loop in chunker _hard_split when overlap >= max_size
- Fix tag filter false positives by quoting tag values in ChromaDB query
- Fix score boost semantics (additive → multiplicative) to stay within 0-1 range
- Add error handling and type hints to all API routes
- Update README with proper project documentation
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
