Files
ATOCore/docs/master-plan-status.md
Anto01 480f13a6df docs(arch): memory-vs-entities, promotion-rules, conflict-model
Three planning docs that answer the architectural questions the
engineering query catalog raised. Together with the catalog they
form roughly half of the pre-implementation planning sprint.

docs/architecture/memory-vs-entities.md
---------------------------------------
Resolves the central question blocking every other engineering
layer doc: is a Decision a memory or an entity?

Key decisions:
- memories stay the canonical home for identity, preference, and
  episodic facts
- entities become the canonical home for project, knowledge, and
  adaptation facts once the engineering layer V1 ships
- no concept lives in both layers at full fidelity; one canonical
  home per concept
- a "graduation" flow lets active memories upgrade into entities
  (memory stays as a frozen historical pointer, never deleted)
- one shared candidate review queue across both layers
- context builder budget gains a 15% slot for engineering entities,
  slotted between identity/preference memories and retrieved chunks
- the Phase 9 memory extractor's structural cues (decision heading,
  constraint heading, requirement heading) are explicitly an
  intentional temporary overlap, cleanly migrated via graduation
  when the entity extractor ships

docs/architecture/promotion-rules.md
------------------------------------
Defines the full Layer 0 → Layer 2 pipeline:

- four layers: L0 raw source, L1 memory candidate/active, L2 entity
  candidate/active, L3 trusted project state
- three extraction triggers: on interaction capture (existing),
  on ingestion wave (new, batched per wave), on explicit request
- per-rule prior confidence tuned at write time by structural
  signal (echoes the retriever's high/low signal hints) and
  freshness bonus
- batch cap of 50 candidates per pass to protect the reviewer
- full provenance requirements: every candidate carries rule id,
  source_chunk_id, source_interaction_id, and extractor_version
- reversibility matrix for every promotion step
- explicit no-auto-promotion-in-V1 stance with the schema designed
  so auto-promotion policies can be added later without migration
- the hard invariant: nothing ever moves into L3 automatically
- ingestion-wave extraction produces a report artifact under
  data/extraction-reports/<wave-id>/

docs/architecture/conflict-model.md
-----------------------------------
Defines how AtoCore handles contradictory facts without violating
the "bad memory is worse than no memory" rule.

- conflict = two or more active rows claiming the same slot with
  incompatible values
- per-type "slot key" tuples for both memory and entity types
- cross-layer conflict detection respects the trust hierarchy:
  trusted project state > active entities > active memories
- new conflicts and conflict_members tables (schema proposal)
- detection at two latencies: synchronous at write time,
  asynchronous nightly sweep
- "flag, never block" rule: writes always succeed, conflicts are
  surfaced via /conflicts, /health open_conflicts_count, per-row
  response bodies, and the Human Mirror's disputed marker
- resolution is always human: promote-winner + supersede-others,
  or dismiss-as-not-a-real-conflict, both with audit trail
- explicitly out of scope for V1: cross-project conflicts,
  temporal-overlap conflicts, tolerance-aware numeric comparisons

Also updates:
- master-plan-status.md: Phase 9 moved from "started" to "baseline
  complete" now that Commits A, B, C are all landed
- master-plan-status.md: adds a "Engineering Layer Planning Sprint"
  section listing the doc wave so far and the remaining docs
  (tool-handoff-boundaries, human-mirror-rules,
  representation-authority, engineering-v1-acceptance)
- current-state.md: Phase 9 moved from "not started" to "baseline
  complete" with the A/B/C annotation

This is pure doc work. No code changes, no schema changes, no
behavior changes. Per the working rule in master-plan-status.md:
the architecture docs shape decisions, they do not force premature
schema work.
2026-04-06 21:30:35 -04:00

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Markdown

# AtoCore Master Plan Status
## Current Position
AtoCore is currently between **Phase 7** and **Phase 8**.
The platform is no longer just a proof of concept. The local engine exists, the
core correctness pass is complete, Dalidou hosts the canonical runtime and
machine database, and OpenClaw on the T420 can consume AtoCore safely in
read-only additive mode.
## Phase Status
### Completed
- Phase 0 - Foundation
- Phase 0.5 - Proof of Concept
- Phase 1 - Ingestion
### Baseline Complete
- Phase 2 - Memory Core
- Phase 3 - Retrieval
- Phase 5 - Project State
- Phase 7 - Context Builder
### Partial
- Phase 4 - Identity / Preferences
- Phase 8 - OpenClaw Integration
### Baseline Complete
- Phase 9 - Reflection (all three foundation commits landed:
A capture, B reinforcement, C candidate extraction + review queue)
### Not Yet Complete In The Intended Sense
- Phase 6 - AtoDrive
- Phase 10 - Write-back
- Phase 11 - Multi-model
- Phase 12 - Evaluation
- Phase 13 - Hardening
### Engineering Layer Planning Sprint
The engineering layer is intentionally in planning, not implementation.
The architecture docs below are the current state of that planning:
- [engineering-query-catalog.md](architecture/engineering-query-catalog.md) —
the 20 v1-required queries the engineering layer must answer
- [memory-vs-entities.md](architecture/memory-vs-entities.md) —
canonical home split between memory and entity tables
- [promotion-rules.md](architecture/promotion-rules.md) —
Layer 0 → Layer 2 pipeline, triggers, review queue mechanics
- [conflict-model.md](architecture/conflict-model.md) —
detection, representation, and resolution of contradictory facts
- [engineering-knowledge-hybrid-architecture.md](architecture/engineering-knowledge-hybrid-architecture.md) —
the 5-layer model (from the previous planning wave)
- [engineering-ontology-v1.md](architecture/engineering-ontology-v1.md) —
the initial V1 object and relationship inventory (previous wave)
Still to draft before engineering-layer implementation begins:
- tool-handoff-boundaries.md (KB-CAD / KB-FEM read vs write)
- human-mirror-rules.md (templates, triggers, edit flow)
- representation-authority.md (PKM / KB / repo / AtoCore canonical home matrix)
- engineering-v1-acceptance.md (done definition)
## What Is Real Today
- canonical AtoCore runtime on Dalidou
- canonical machine DB and vector store on Dalidou
- project registry with:
- template
- proposal preview
- register
- update
- refresh
- read-only additive OpenClaw helper on the T420
- seeded project corpus for:
- `p04-gigabit`
- `p05-interferometer`
- `p06-polisher`
- conservative Trusted Project State for those active projects
- first operational backup foundation for SQLite + project registry
- implementation-facing architecture notes for future engineering knowledge work
- first organic routing layer in OpenClaw via:
- `detect-project`
- `auto-context`
## Now
These are the current practical priorities.
1. Finish practical OpenClaw integration
- make the helper lifecycle feel natural in daily use
- use the new organic routing layer for project-knowledge questions
- confirm fail-open behavior remains acceptable
- keep AtoCore clearly additive
2. Tighten retrieval quality
- reduce cross-project competition
- improve ranking on short or ambiguous prompts
- add only a few anchor docs where retrieval is still weak
3. Continue controlled ingestion
- deepen active projects selectively
- avoid noisy bulk corpus growth
4. Strengthen operational boringness
- backup and restore procedure
- Chroma rebuild / backup policy
- retention and restore validation
## Next
These are the next major layers after the current practical pass.
1. Clarify AtoDrive as a real operational truth layer
2. Mature identity / preferences handling
3. Improve observability for:
- retrieval quality
- context-pack inspection
- comparison of behavior with and without AtoCore
## Later
These are the deliberate future expansions already supported by the architecture
direction, but not yet ready for immediate implementation.
1. Minimal engineering knowledge layer
- driven by `docs/architecture/engineering-knowledge-hybrid-architecture.md`
- guided by `docs/architecture/engineering-ontology-v1.md`
2. Minimal typed objects and relationships
3. Evidence-linking and provenance-rich structured records
4. Human mirror generation from structured state
## Not Yet
These remain intentionally deferred.
- automatic write-back from OpenClaw into AtoCore
- automatic memory promotion
- reflection loop integration
- replacing OpenClaw's own memory system
- live machine-DB sync between machines
- full ontology / graph expansion before the current baseline is stable
## Working Rule
The next sensible implementation threshold for the engineering ontology work is:
- after the current ingestion, retrieval, registry, OpenClaw helper, organic
routing, and backup baseline feels boring and dependable
Until then, the architecture docs should shape decisions, not force premature
schema work.