Anto01 7e60f5a0e6 feat(ops): legacy alias migration script with dry-run/apply modes
Closes the compatibility gap documented in
docs/architecture/project-identity-canonicalization.md. Before fb6298a,
writes to project_state, memories, and interactions stored the raw
project name. After fb6298a every service-layer entry point
canonicalizes through the registry, which silently made pre-fix
alias-keyed rows unreachable from the new read path. Now there's
a migration tool to find and fix them.

This commit is the tool and its tests. The tool is NOT run against
the live Dalidou DB in this commit — that's a separate supervised
manual step after reviewing the dry-run output.

scripts/migrate_legacy_aliases.py
---------------------------------
Standalone offline migration tool. Dry-run default, --apply explicit.

What it inspects:
- projects: rows whose name is a registered alias and differs from
  the canonical project_id (shadow rows)
- project_state: rows whose project_id points at a shadow; plan
  rekeys them to the canonical row's id. (category, key) collisions
  against the canonical block the apply step until a human resolves
- memories: rows whose project column is a registered alias. Plain
  string rekey. Dedup collisions (after rekey, same
  (memory_type, content, project, status)) are handled by the
  existing memory supersession model: newer row stays active, older
  becomes superseded with updated_at as tiebreaker
- interactions: rows whose project column is a registered alias.
  Plain string rekey, no collision handling

What it does NOT do:
- Never touches rows that are already canonical
- Never auto-resolves project_state collisions (refuses until the
  human picks a winner via POST /project/state)
- Never creates data; only rekeys or supersedes
- Never runs outside a single SQLite transaction; any failure rolls
  back the entire migration

Safety rails:
- Dry-run is default. --apply is explicit.
- Apply on empty plan refuses unless --allow-empty (prevents
  accidental runs that look meaningful but did nothing)
- Apply refuses on any project_state collision
- Apply refuses on integrity errors (e.g. two case-variant rows
  both matching the canonical lookup)
- Writes a JSON report to data/migrations/ on every run (dry-run
  and apply alike) for audit
- Idempotent: running twice produces the same final state as
  running once. The second run finds zero shadow rows and exits
  clean.

CLI flags:
  --registry PATH     override ATOCORE_PROJECT_REGISTRY_PATH
  --db PATH           override the AtoCore SQLite DB path
  --apply             actually mutate (default is dry-run)
  --allow-empty       permit --apply on an empty plan
  --report-dir PATH   where to write the JSON report
  --json              emit the plan as JSON instead of human prose

Smoke test against the Phase 9 validation DB produces the expected
"Nothing to migrate. The database is clean." output with 4 known
canonical projects and 0 shadows.

tests/test_migrate_legacy_aliases.py
------------------------------------
19 new tests, all green:

Plan-building:
- test_dry_run_on_empty_registry_reports_empty_plan
- test_dry_run_on_clean_registered_db_reports_empty_plan
- test_dry_run_finds_shadow_project
- test_dry_run_plans_state_rekey_without_collisions
- test_dry_run_detects_state_collision
- test_dry_run_plans_memory_rekey_and_supersession
- test_dry_run_plans_interaction_rekey

Apply:
- test_apply_refuses_on_state_collision
- test_apply_migrates_clean_shadow_end_to_end (verifies get_state
  can see the state via BOTH the alias AND the canonical after
  migration)
- test_apply_drops_shadow_state_duplicate_without_collision
  (same (category, key, value) on both sides - mark shadow
  superseded, don't hit the UNIQUE constraint)
- test_apply_migrates_memories
- test_apply_migrates_interactions
- test_apply_is_idempotent
- test_apply_refuses_with_integrity_errors (uses case-variant
  canonical rows to work around projects.name UNIQUE constraint;
  verifies the case-insensitive duplicate detection works)

Reporting:
- test_plan_to_json_dict_is_serializable
- test_write_report_creates_file
- test_render_plan_text_on_empty_plan
- test_render_plan_text_on_collision

End-to-end gap closure (the most important test):
- test_legacy_alias_gap_is_closed_after_migration
  - Seeds the exact same scenario as
    test_legacy_alias_keyed_state_is_invisible_until_migrated
    in test_project_state.py (which documents the pre-migration
    gap)
  - Confirms the row is invisible before migration
  - Runs the migration
  - Verifies the row is reachable via BOTH the canonical id AND
    the alias afterward
  - This test and the pre-migration gap test together lock in
    "before migration: invisible, after migration: reachable"
    as the documented invariant

Full suite: 194 passing (was 175), 1 warning. The +19 is the new
migration test file.

Next concrete step after this commit
------------------------------------
- Run the dry-run against the live Dalidou DB to find out the
  actual blast radius. The script is the inspection SQL, codified.
- Review the dry-run output together
- If clean (zero shadows), no apply needed; close the doc gap as
  "verified nothing to migrate on this deployment"
- If there are shadows, resolve any collisions via
  POST /project/state, then run --apply under supervision
- After apply, the test_legacy_alias_keyed_state_is_invisible_until_migrated
  test still passes (it simulates the gap directly, so it's
  independent of the live DB state) and the gap-closed companion
  test continues to guard forward
2026-04-08 15:08:16 -04:00

AtoCore

Personal context engine that enriches LLM interactions with durable memory, structured context, and project knowledge.

Quick Start

pip install -e .
uvicorn src.atocore.main:app --port 8100

Usage

# Ingest markdown files
curl -X POST http://localhost:8100/ingest \
  -H "Content-Type: application/json" \
  -d '{"path": "/path/to/notes"}'

# Build enriched context for a prompt
curl -X POST http://localhost:8100/context/build \
  -H "Content-Type: application/json" \
  -d '{"prompt": "What is the project status?", "project": "myproject"}'

# CLI ingestion
python scripts/ingest_folder.py --path /path/to/notes

# Live operator client
python scripts/atocore_client.py health
python scripts/atocore_client.py audit-query "gigabit" 5

API Endpoints

Method Path Description
POST /ingest Ingest markdown file or folder
POST /query Retrieve relevant chunks
POST /context/build Build full context pack
GET /health Health check
GET /debug/context Inspect last context pack

Architecture

FastAPI (port 8100)
  |- Ingestion: markdown -> parse -> chunk -> embed -> store
  |- Retrieval: query -> embed -> vector search -> rank
  |- Context Builder: retrieve -> boost -> budget -> format
  |- SQLite (documents, chunks, memories, projects, interactions)
  '- ChromaDB (vector embeddings)

Configuration

Set via environment variables (prefix ATOCORE_):

Variable Default Description
ATOCORE_DEBUG false Enable debug logging
ATOCORE_PORT 8100 Server port
ATOCORE_CHUNK_MAX_SIZE 800 Max chunk size (chars)
ATOCORE_CONTEXT_BUDGET 3000 Context pack budget (chars)
ATOCORE_EMBEDDING_MODEL paraphrase-multilingual-MiniLM-L12-v2 Embedding model

Testing

pip install -e ".[dev]"
pytest

Operations

  • scripts/atocore_client.py provides a live API client for project refresh, project-state inspection, and retrieval-quality audits.
  • docs/operations.md captures the current operational priority order: retrieval quality, Wave 2 trusted-operational ingestion, AtoDrive scoping, and restore validation.

Architecture Notes

Implementation-facing architecture notes live under docs/architecture/.

Current additions:

  • docs/architecture/engineering-knowledge-hybrid-architecture.md — 5-layer hybrid model
  • docs/architecture/engineering-ontology-v1.md — V1 object and relationship inventory
  • docs/architecture/engineering-query-catalog.md — 20 v1-required queries
  • docs/architecture/memory-vs-entities.md — canonical home split
  • docs/architecture/promotion-rules.md — Layer 0 to Layer 2 pipeline
  • docs/architecture/conflict-model.md — contradictory facts detection and resolution
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