Commit Graph
17 Commits
Author SHA1 Message Date
bb417051fe fix(search): fold hard-exclude/include prefixes into knobs_hash — stop cross-process cache leak of excluded slugs (#2825) (#2885)
resolveHardExcludes() only ran at DB-query build time (cache miss), so
query_cache rows written by a process without GBRAIN_SEARCH_EXCLUDE could
be served to a process with it (and vice versa), leaking excluded slugs.
hybridSearchCached now resolves the effective hard-exclude list exactly
as the engines' query-build path does and folds it (sorted, append-only
hx= part) into knobsHash via a new KnobsHashContext.hardExcludes field.
KNOBS_HASH_VERSION 11 -> 12: one-time global cache cold-miss on upgrade,
refills within cache.ttl_seconds.

Co-authored-by: Sinabina <sinabina@Sinabinas-MacBook-Pro-4.local>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-16 16:57:55 -07:00
+1 7c27fa129b v0.42.41.0 fix: triage wave — 6 data-loss/availability fixes + 9 community PRs (#2128)
* fix(oauth): default omitted authorize scope to client's full grant

When a client omits `scope` on /authorize, the authorize() grant computed
`(params.scopes || []).filter(...)` → the empty set. That empty grant was
written to oauth_codes and propagated into the access AND refresh tokens, so
every request failed `insufficient_scope` even though the client was
registered with e.g. `read write`. Because refresh inherits the stored grant,
it never self-healed — reconnecting just minted another empty-scoped token.

Some MCP connectors (observed with Claude Desktop) omit `scope` on /authorize,
so they hit this on every connection.

Fix: when no scope is requested, default to the client's full registered scope
(RFC 6749 §3.3 permits a server default). This mirrors exchangeClientCredentials,
which already does `requestedScope ? ... : allowedScopes`. The result is still
clamped to the allowed set, so an explicit over-broad request cannot escalate.

Adds test/oauth-authorize-scope-default.test.ts covering: omitted/empty →
inherits full grant; explicit subset honored; clamp preserved (over-broad and
disallowed-only requests cannot escalate or trigger inheritance).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(sync): skip Python venv/ in the code walker

collectSyncableFiles (first-sync walker) and the incremental PRUNE_DIR_NAMES
set skipped node_modules but not Python venv/. On a Python repo the walker
descended into venv/ (thousands of files); the resulting slug collisions
crashed putPage's INSERT ... ON CONFLICT ... RETURNING with
"undefined is not an object (evaluating 'row.deleted_at')".

Add `venv` alongside node_modules in both the import.ts inline skip and
PRUNE_DIR_NAMES. venv is the Python equivalent of node_modules.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(gateway): carry asymmetric input_type across the AI SDK to the wire body (#1400)

dimsProviderOptions() threads input_type ('query' | 'document') into
providerOptions.openaiCompatible for asymmetric models (ZE zembed-1,
Voyage v3+), but the AI SDK's openai-compatible adapter validates
providerOptions against a fixed schema and silently drops the field
before building the HTTP body. Every embedQuery() was therefore encoded
document-side: the ZE shim's hard default fired ('document'), Voyage and
local openai-compat servers got no input_type at all, and asymmetric
retrieval silently collapsed toward surface-token overlap — while the
providerOptions-level contract test stayed green.

Fix: an AsyncLocalStorage (same pattern as __budgetStore) populated in
embedSubBatch() only when providerOptions actually threads an
input_type, read at body-rewrite time by the fetch shims:
- zeroEntropyCompatFetch: recovers the threaded value; document default
  preserved for ingest paths.
- voyageCompatFetch: opt-in like the dims.ts Voyage branch — inject only
  when threaded; the field stays off the wire otherwise.
- NEW openAICompatAsymmetricFetch: fallthrough default for every other
  openai-compatible recipe (llama-server, litellm, ollama, ...) — the
  canonical local/proxy paths for asymmetric models. Strict pass-through
  when nothing was threaded, so symmetric deployments see zero wire
  change; recipes with their own compat fetch (azure) keep it via the
  compat.fetch ?? precedence.

KNOBS_HASH_VERSION bumped 10→11: cached query_cache rows were keyed on
document-side query vectors; pre-fix rows must not be served to post-fix
lookups (same convention as the v=3 embedding-provider bump). One-time
global cold-miss on upgrade; refills within cache.ttl_seconds.

Tests: test/embed-input-type-wire.test.ts runs the REAL SDK transport
with a mocked global fetch and asserts on the outbound body — the only
layer where this regression is observable. Covers ZE hosted, llama-server,
litellm, ollama (query + document sides) and pins the pass-through for
non-asymmetric models and Voyage's opt-in shape. 4 of the original 7
assertions fail on master, proving the pin. One structural pin in
test/ai/zeroentropy-compat-fetch.test.ts updated to the new line shape
(same semantic); KEY_FILES.md gateway.ts entry updated to the new truth.

Supersedes #1400 (closed unmerged) — same ALS mechanism, extended to
Voyage + all openai-compatible recipes. Credit to @billy-armstrong for
the original diagnosis.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(sync): honor .gitignore in code walk; prune vendor/dist/build

collectSyncableFiles (the full-sync / dry-run enumerator) reimplemented its
own directory skip list inline (node_modules || ops), bypassing the canonical
pruneDir gate and ignoring .gitignore entirely. On a Laravel/PHP repo this
descended into vendor/ (~50k Composer files), storage/, and public/build/,
trying to import 52k dependency/build files and flooding the index with
library internals (a 35-min sync that never finished, killed by the watchdog
at 3%).

- collectSyncableFiles now enumerates via `git ls-files --cached --others
  --exclude-standard` when dir is a git work tree, so the walk honors
  .gitignore (tracked + untracked-not-ignored). Falls back to the FS walk for
  non-git dirs. EroLab: 52164 -> 1028 files.
- The FS fallback now prunes through the canonical pruneDir() instead of a
  drifted inline list, so the two skip lists can't diverge again.
- PRUNE_DIR_NAMES gains vendor/dist/build (dependency + build-output trees).

Addresses #1483 (.gbrainignore), #1159 (--respect-gitignore), and the
maintainer's #1942 vendor/dist/build prune. Walker regression suites
(sync-walker-symlink, brain-writer-walk-prune, sync, sync-walker-submodule)
green: 90 pass.

* fix(config): ignore DATABASE_URL auto-loaded from cwd .env (#427)

Bun merges .env files from the process cwd into process.env before any
user code runs. loadConfig() prefers env DATABASE_URL over
~/.gbrain/config.json, so any gbrain invocation from inside a web-app
checkout silently retargets the brain at that app's database — reads go
to the wrong DB and apply-migrations can write gbrain's schema into a
production app database (#427).

effectiveEnvDatabaseUrl() re-parses the .env files Bun auto-loads from
cwd and treats a DATABASE_URL whose value matches one of them as
file-origin: ignored, with a one-time stderr notice. GBRAIN_DATABASE_URL
and genuinely exported DATABASE_URLs are honored unchanged, so the
operator escape hatch and the e2e suite's env-provided URL keep working.
Applied at loadConfig, getDbUrlSource (doctor parity), init
--non-interactive, and migrate --to.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(cli): arm the disconnect hard-deadline at teardown entry, not before the op body

The 10s force-exit timer in the shared-op dispatch was armed BEFORE the
try block, so any op whose handler ran past 10s wall-clock was killed
mid-flight with process.exit(0) and zero stdout. On a slow Postgres
pooler (6-10s per fresh connection) a healthy `gbrain search` was
force-exited every time — an empty 'success' indistinguishable from no
results. The v0.42.20.0 exitCode honor can't help: a mid-op kill fires
before any error path sets exitCode.

Move the arming into the finally (teardown entry), matching the
fall-through owner-disconnect site later in main(): the timer still
bounds a hung drain/disconnect (the C13 contract) but can no longer
kill a slow-but-progressing op. Verified on a transaction-pooler
Supabase brain: search went from 0 bytes/exit 0 at 10s to real results
at ~21s.

* fix(import): stamp source_id on extracted call-graph edges

importCodeFile built CodeEdgeInput rows without source_id, so every
edge landed NULL. getCallersOf/getCalleesOf filter
`AND source_id = <scoped>` whenever a worktree pin or --source is in
play — NULL never matches, so scoped call-graph queries silently
returned 0 rows on multi-source brains even though the edges existed
(2,122 edges, 26 targeting the probed symbol, count 0 returned).

One-line fix: carry the sourceId already in scope into the edge input.
Existing NULL rows backfill with:
  UPDATE code_edges_symbol e SET source_id = p.source_id
    FROM content_chunks c JOIN pages p ON p.id = c.page_id
   WHERE c.id = e.from_chunk_id AND e.source_id IS NULL;
(same for code_edges_chunk). Verified: code-callers returns 21 callers
where it returned 0.

* docs(migrations): NULL embeddings BEFORE the column-type alter

The Postgres recipe ordered ALTER COLUMN TYPE vector(N) before the
UPDATE that clears stale embeddings. pgvector refuses to cast existing
vectors across dimensions ('expected 1024 dimensions, not 1536'), so
the recipe as written aborts the transaction on any brain that has
embeddings — which is every brain doing this migration. Swap the steps:
NULLs cast fine.

* fix: honor legacy token source grants in oauth

* fix(cli): bound read-scope op handlers at 180s wallclock (pre-landing review)

With the hard-deadline timer correctly scoped to teardown, a genuinely
wedged read handler (hung pooler connection mid-query) would hang the
CLI forever — the #1633 zombie class the old pre-try timer accidentally
bounded at 10s. Reads now get a generous withTimeout (180s default, far
above any healthy slow-pooler run; --timeout=Ns overrides; exit 124 with
the teardown finally still draining + disconnecting). Writes/admin stay
unbounded: a long import/embed must never be killed by a default.

* fix(import): stamp unscoped edges 'default', matching the pages-table default

Review catch: 'sourceId ?? null' fixed the scoped path but left the
unscoped one (reindex --code without --source, importCodeFile callers
without opts.sourceId) stranding edges at NULL while their pages land
under the schema default (pages.source_id DEFAULT 'default') — so
getCallersOf(sym, { sourceId: 'default' }) missed them. Same bug,
other door. Fallback is now 'default'.

* fix(core): runtime dim-migration recipe NULLs embeddings before the alter

Review catch: the doc fix corrected docs/embedding-migrations.md, but
embeddingMismatchMessage still PRINTED the broken order — ALTER before
UPDATE ... SET embedding = NULL — and linked to the now-contradicting
doc. pgvector refuses to cast existing vectors across dimensions, so
the printed recipe aborted on any brain that has embeddings. Swap the
steps and say why inline.

* feat(migrate): v116 — backfill NULL edge source_id + index from_symbol_qualified

1. Backfill: edges written before the stamping fix sit at source_id=NULL
   and stay invisible to scoped call-graph queries until repaired. Derive
   each edge's source from its own from_chunk's page (pages.source_id is
   NOT NULL DEFAULT 'default'). Same SQL verified live on a 2,122-edge
   production brain.
2. Indexes: getCalleesOf filters both edge tables on from_symbol_qualified,
   which had no index — every callee lookup was a seq scan, amplified
   per-BFS-node by the recursive code walk. With NULL edges repaired,
   scoped walks actually expand, so the latent cost becomes real.
   Mirrored into src/schema.sql; schema-embedded.ts regenerated.

* docs(migrations): align the rationale list with the corrected recipe order

The 'Why we don't do this automatically' list still said alter-then-wipe;
reorder to wipe-then-alter and replace the fragile 'step 3' numeric
cross-reference with a name-based one.

* test: regression coverage for edge source_id stamping, timer placement, recipe order

- import-code-edges-source-id: scoped import stamps edges + scoped
  getCallersOf/getCalleesOf match (verified failing pre-fix), plus the
  unscoped-import case asserting 'default' stamping.
- cli-force-exit-teardown-arming: structural pin — the hard-deadline
  timer arms inside the finally (teardown entry), never before the op
  body; daemon guard, unref, clearTimeout intact.
- embedding-dim-check: recipe order pinned — UPDATE precedes ALTER so
  the printed SQL can't drift from docs/embedding-migrations.md again.

* fix(cli): hard-exit after teardown on wallclock timeout; bound makeContext too

Adversarial review, two findings on the new timeout path:
1. On timeout the finally drained, disconnected, then CLEARED the
   hard-deadline timer — removing the only backstop while the abandoned
   handler (withTimeout races, it does not cancel) can hold ref'd
   sockets/SDK timers that keep Bun's loop alive: 'timed out' printed,
   process immortal — the zombie class this branch exists to kill,
   resurrected through its own fix. The finally now exits explicitly
   after teardown completes on the timeout path.
2. makeContext does DB I/O (resolveSourceId) for EVERY op and sat
   outside any bound — a pooler wedge at context build hung reads,
   writes, and admin alike. It now shares the same wallclock bound.

* fix(import): normalize edge source once — closes the '' door and the unscoped chunk fan-out

Adversarial review: txOpts used truthiness while the edge stamp used
nullish — sourceId:'' put pages under 'default' but stamped edges '',
FK-violating against sources(id) and silently dropping the file's whole
call graph in the best-effort catch. The unscoped getChunks could also
fan out to same-slug chunks from another source. One normalized
edgeSourceId (sourceId || 'default') now drives both the chunk lookup
and the stamp.

* fix(engine): default edge source_id to 'default' at the insert layer (both engines)

Adversarial review: addCodeEdges still wrote e.source_id ?? null, so any
future caller that forgets the field reintroduces invisible NULL edges
the day after the v116 backfill runs. A NULL source_id is invisible to
every scoped call-graph query; default to the schema-default source the
way the pages table does. Applied to both engines (parity).

* fix(core): facts alter recipe NULLs embeddings before cross-dimension alters

Adversarial review: buildFactsAlterRecipe shipped the same defect class
this branch fixes for content_chunks 350 lines up — a cross-dimension
ALTER ... USING cast that pgvector refuses while rows hold old-width
vectors. Dimension changes now wipe first (the facts pipeline re-embeds
on next write); same-dim type swaps (halfvec <-> vector) keep the
lossless cast and PRESERVE data. Both behaviors pinned by tests.

* v0.42.39.0 chore: version bump + CHANGELOG + TODOS

Marks the v0.42.20.0 'decouple the op-dispatch force-exit timer' follow-up
complete — this branch ships exactly that decoupling.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(postgres-engine): atomic JSONB merge in updateSourceConfig — eliminate lost-update race

## Problem

`updateSourceConfig` used a read-then-write pattern: read the current
`config` row, normalize it in JavaScript, then write the merged result
back with `SET config = <normalized> || <patch>`.

Under concurrent callers (two background autopilot/cycle paths patching
different keys simultaneously), both callers can read the same stale
row. The later `SET config = ...` then clobbers the earlier patch,
silently dropping whatever keys the first caller wrote. Reproduced
at 21/25 lost-update events under real Postgres with parallel callers.

## Fix

Fold the normalization and merge into a single atomic `UPDATE … SET
config = CASE … END || patch` statement. Because the `SET` expression
evaluates against the row-locked latest version of `config`, there is
no snapshot window between the read and the write. Concurrent callers
now converge correctly (50/50 clean in reproduction test).

The `CASE` also normalizes historical bad JSONB shapes inline:
- `object` — used as-is
- `string` — double-encoded config; inner text parsed with the SQL
  `IS JSON` guard (Postgres 16+) so unparseable strings fall back to
  `{}` instead of raising `invalid input syntax for type json`
- `array` — array of patch objects aggregated into a flat object via
  `jsonb_object_agg`
- anything else — falls back to `{}`

`pglite-engine.updateSourceConfig` already used an atomic `||` merge;
this change brings postgres-engine to parity.

## Test

Added two assertions to `test/list-all-sources.test.ts`:
1. JSONB string holding non-JSON text normalizes to `{}` (no cast throw)
2. JSONB string holding double-encoded valid JSON is parsed then merged

* fix(doctor): five correctness fixes — stale locks, content sanity, graph coverage, exit code, gateway guard

## 1. Stale lock break hints cover gbrain-cycle: keys

The doctor stale-lock report only recognized `gbrain-sync:` lock prefixes;
everything else fell back to `gbrain sync --break-lock`, which is wrong for
dream/autopilot cycle locks. A `gbrain-cycle:<source>` or `gbrain-cycle`
lock now suggests `gbrain dream --break-lock [--source <name>]`, and
unknown lock shapes fall back to `gbrain doctor` instead of a
misleading sync command.

## 2. content_sanity_audit_recent counts reject and quarantine as hard failures

v0.42 renamed the hard disposition path: rejected pages emit a `reject`
event and quarantined junk pages emit `quarantine`; `hard_block` is now
only the pre-v0.42 legacy alias. The status check only counted `hard_block`,
so fresh `reject` / `quarantine` events from the new path cleared as `ok`
whenever fewer than 10 events existed. The check now sums all three for the
hard count, and `soft_block + flag` for the soft count.

## 3. graph_coverage excludes test fixture entity pages from the denominator

Brains seeded with code sources (e.g. a sync of the gbrain repo itself)
could accumulate test fixture pages typed as `entity` / `person`. Including
these in the entity-count denominator diluted coverage and produced spurious
warnings ("Entity link coverage 0%, timeline 0%") on knowledge-only brains
with no real entity pages. The check now queries a per-entity stats CTE that
excludes `tools/gbrain/test/*` slugs and the `templates/new-person` stub,
with an additional guard for the all-fixture case (`eligibleEntityCount = 0`).

## 4. process.exitCode instead of process.exit at doctor main exit point

`process.exit(hasFail ? 1 : 0)` was a hard kill that prevented cleanup
handlers (Bun unload events, open DB connections) from running. Using
`process.exitCode = hasFail ? 1 : 0` defers the actual termination until
the end of the event loop, allowing cleanup to complete.

## 5. checkSubagentCapability exported for test seams + gateway loop guard

The function was private, making it untestable in isolation. It is now
exported. Additionally, users running gbrain with a non-Anthropic chat model
via `agent.use_gateway_loop=true` no longer receive a spurious warning that
`ANTHROPIC_API_KEY` is missing — subagents route via the gateway loop in
that configuration and do not need the key directly.

## Tests

Doctor test suite: 77 pass, 0 fail (no regressions).

* fix(engine): deleteFactsForPage excludeSourcePrefixes (#1928) + reconnect() parity (#2034)

Engine-layer API for two cycle/availability fixes that share these files:
- deleteFactsForPage gains optional excludeSourcePrefixes so the fence
  reconcile can protect non-fence facts (e.g. cli: conversation facts).
- reconnect(ctx?) is now a first-class BrainEngine method on both engines
  (PostgresEngine already had it; PGLite gains config capture + reconnect)
  so callers stop using disconnect()+bare connect().

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(cycle): stop extract_facts from wiping conversation facts (#1928)

The fence reconcile delete-then-reinsert wiped cli:-origin facts (no fence to
recreate them); a failed-sync full walk turned it brain-wide (1829 rows, 0
reinserted, status ok). Now: exclude cli: rows from the wipe, do NOT inherit
the failed-sync->full-walk fallback for this destructive phase, and warn on
net-negative reconcile.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(autopilot,supervisor): reconnect() instead of disconnect()+bare connect() (#2034)

The autopilot health-probe recovery called connect() with no args after
disconnect(), losing the startup config (database_url undefined -> FATAL
restart-loop on every DB blip) and opening a null-pool window. Both call sites
now use engine.reconnect(), which restores the captured config.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(write-through): mirror to the assigned source's local_path, never the global repo (#2018)

put_page write-through resolved the disk target from the global sync.repo_path,
so a default-source page (local_path NULL) got written into an unrelated
federated source's working tree. Now it uses the assigned source's own
local_path; NULL local_path skips (no leak); the global path is used only as a
sole-source fallback.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(pglite-lock): heartbeat + steal-grace so live holders are never stolen (#2058)

A live holder's lock was force-removed after 5min age alone, letting a second
process share the single-writer data dir -> WAL corruption. The lock now
heartbeats while held; a holder is reaped only when its PID is dead OR its
heartbeat went stale past the steal grace. Pairs PID liveness with heartbeat
age to also defeat PID reuse.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(migrate,doctor): self-heal idx_timeline_dedup drift (#2038)

A migration renumbered during a merge (v102) could be recorded-as-applied
without its DDL running, leaving the 3-column index so every timeline write
failed the 4-column ON CONFLICT. runMigrations now always runs a shape-keyed
drift repair (dedupe-then-rebuild) even when no migration is pending, and
doctor surfaces the drift.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(timeline): un-silence the swallowed batch catch; pin Date-batch round-trip (#2057)

The meetings extractor's bare catch {} hid a brain-wide timeline-write failure
(0 entries, no error). It now counts + surfaces batch errors. Adds a Date-bearing
batch regression test proving the #1861 jsonb_to_recordset refactor already
fixed the original ::text[] cast failure.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore: bump version and changelog (v0.42.41.0)

Triage fix wave: 6 authored critical fixes (#1928 facts wipe, #2018
write-through leak, #2034 reconnect loop, #2058 WAL lock, #2038 timeline
migration drift, #2057 timeline silent-empty) + community PRs #2064 #2052
#2020 #2033 #2074 #2075 #2009 #2072 #2073. TODOS: deferred #1994 #1963 #2050.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix: address adversarial review findings (#1928, #2058, #2038, #2057)

Codex as-built review of the authored fixes surfaced 4 real issues:
- #2058: add a pid+acquired_at ownership token. A stale holder reaped + replaced
  past the grace must NOT let its resumed heartbeat refresh, nor releaseLock
  remove, the NEW owner's lock (re-opened the concurrent-writer hole). Heartbeat
  and release now verify the on-disk lock is still ours. + regression test.
- #1928: the destructive-full-walk guard keyed off phases.includes('sync'),
  which wrongly suppressed a legitimate full reconcile when sync was SKIPPED
  (no engine / no brainDir). Key off a syncAttempted flag set only when sync
  actually ran.
- #2038: dedupe keeps MIN(id) not MIN(ctid) — deterministic and consistent with
  the existing v-migration lower-id rule.
- #2057: the extract CLI caller now surfaces batch_errors (stderr + exit 1)
  instead of printing a clean success over failed inserts.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs(key-files): sync reference to v0.42.41.0 triage-wave behavior

Update KEY_FILES.md to current-state truth for the shipped fixes (no
release-history clauses, per the reference-doc discipline):

- write-through.ts (#2018): resolves the disk target from the assigned
  source's own local_path; sole-source falls back to sync.repo_path,
  multi-source skips with source_has_no_local_path rather than leak.
- engine.ts (#2034): reconnect() is now a REQUIRED lifecycle method on
  both engines; config-restoring, never disconnect()+bare connect().
- migrate.ts (#2073): document v116 edge source_id backfill + callee
  index, and the always-run (version-counter-blind) timeline dedup
  self-heal.
- new entry for timeline-dedup-repair.ts (#2038) + the
  timeline_dedup_index doctor check.
- new entry for pglite-lock.ts (#2058): heartbeat + steal-grace
  (GBRAIN_PGLITE_LOCK_STEAL_GRACE_SECONDS) so a live holder is never
  stolen.
- extract-facts.ts (#1928): cli:-fact protection, no failed-sync
  full-walk inheritance, net_fact_deletion warn floor.

bun run build:llms re-run (KEY_FILES is link-only so bundles unchanged);
freshness + current-state guards green.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(write-through): preserve nested multi-source layout; narrow #2018 leak guard

The first #2018 fix skipped any no-local_path source on a multi-source brain,
which broke the legitimate nested layout (a source without its own tree nests
under the host repo at .sources/<id>/ — pinned by put-page-write-through.test).
Narrow the guard: a no-local_path source nests under sync.repo_path as before;
only SKIP when sync.repo_path is literally another source's own local_path
(the actual leak — writing there pollutes that sibling's repo). Caught by the
sharded suite.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test: satisfy test-isolation guard for the new lock/reconnect tests

CI `verify` flagged 3 intra-process isolation violations in the tests added
this wave (the parallel runner shares one process per shard):
- pglite-lock.test.ts: the GBRAIN_PGLITE_LOCK_STEAL_GRACE_SECONDS mutation now
  goes through withEnv() instead of a raw process.env write (R1).
- pglite-reconnect: renamed to *.serial.test.ts — it creates per-test engines
  to exercise the connect/reconnect lifecycle, which doesn't fit the shared
  beforeAll-engine model (R3/R4).
verify is now 30/30; both files green.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(pglite): reconnect() is a no-op for in-memory engines (#2034)

CI serial-tests + test(5) caught two in-branch regressions from the #2034
PGLite reconnect():
- worker/queue claim-error recovery + their renewLock e2e test assume PGLite
  reconnect is absent/no-op (queue.ts documents it). Making it a real
  disconnect+reopen wiped an in-memory engine's state mid-job. reconnect() now
  no-ops for in-memory (no database_path) — file-backed still re-opens the dir
  (state persists on disk). Restores the documented worker assumption.
- connection-resilience 'Supervisor still has the 3-strikes-then-reconnect
  path' pinned the removed unsafe-cast text; updated to assert the direct
  this.engine.reconnect() call.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test: quarantine embed-input-type-wire to serial lane (CI test(5) leak)

#2033's embed-input-type-wire.test.ts configures a 1280-dim embedding gateway;
the active dimension survived into engine-find-trajectory when CI's 10-way
hash-disjoint sharding co-located them (this branch's added files reshuffled the
assignment), failing 7 trajectory tests with 'expected 1280 dimensions, not
1536'. resetGateway() in afterEach clears the gateway but the dimension still
leaked. It mutates global gateway/embedding state, so it belongs in the serial
lane (own bun process, true isolation) by the repo's own definition. Root-caused
by reproducing the exact failing pair locally.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Austin Arnett <austin@sdsconsultinggroup.org>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: Dave MacDonald <djmacdonald@ucdavis.edu>
Co-authored-by: pabloglzg <186649799+pabloglzg@users.noreply.github.com>
Co-authored-by: Alex P. <12667893+aphaiboon@users.noreply.github.com>
Co-authored-by: Garry Tan <bo.m.liu@gmail.com>
Co-authored-by: jbarol <barol.j@gmail.com>
Co-authored-by: maxpetrusenkoagent <max.petrusenko.agent@gmail.com>
Co-authored-by: PAI <pai@scaffolde.ai>
2026-06-12 06:05:34 -07:00
099d9a8f55 v0.42.34.0 feat(search): typed-edge relational retrieval — relationship questions get relationship answers (#1959)
* feat(search): deterministic relational-query parser

Pure, ReDoS-bounded parser that detects relationship queries ("who invested
in X", "who at X works on Y", "who introduced me to X", "what connects A and
B") and maps them to typed edges. Schema-pack-extensible vocab with subset
validation against the link types ingest produces, so query-side and
ingest-side relation vocabularies can't drift. No-match / pronoun-seed /
adjacency guards keep it precision-first (a candidate only; the arm fires
only when a real seed also resolves).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(engine): relationalFanout typed-edge fan-out (both engines)

Generalizes traversePaths to a SEED ARRAY, aggregating to ranked NODES
(shortest hop, edge-richness count, via-link-types, shortest connecting
path, canonical chunk id) instead of edges. Within-source traversal (never
crosses a source boundary even across a federated scope), link_source=
'mentions' excluded by default, deleted_at filtered at seed + every neighbor
+ every node, bounded depth (<=3) + candidate cap. Adds RelationalFanoutRow
/ RelationalFanoutOpts + the relational SearchResult/SearchOpts fields to
types.

Lands in lockstep in postgres + pglite engines, pinned by a DATABASE_URL-
gated parity block in engine-parity.test.ts; a PGLite unit test exercises
the SQL (typed-edge filter, mentions exclusion, deleted_at, canonical chunk,
multi-seed connects, determinism) in default CI.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(search): relational recall arm + federation key hardening

Wires edge-derived candidates into bare hybridSearch as a FOURTH RRF arm
(relational-recall.ts): parse the original query -> scope-aware,
confidence-gated seed resolution (drops fallback_slugify; never traverses
from a guess) -> relationalFanout -> batch-hydrate, reinforcing each page's
REAL canonical chunk (page-level key for chunkless entity pages) ->
--explain attribution + fail-open audit row. Text-only (no-op in image
mode); pure no-op for non-relational queries; rides every downstream stage
(cosine, post-fusion boosts, dedup, reranker, autocut, token budget).

Mode wiring: relationalRetrieval + relational_retrieval_depth knobs
(conservative off; balanced/tokenmax on; depth 2), per-call thread-through
in both bare + cached paths, KNOBS_HASH_VERSION 9->10 (rel=/reld=), config
keys, modes-dashboard descriptions, and a `relational` param on the query op.

Federation hardening (structural, engine-wide): the RRF/dedup key now
carries source_id via a shared rrfKey() (fixes a latent cross-source
collapse where same-slug pages in different sources merged), and the query
cache scopes by a canonical source-set key (cacheScopeKey) so a federated
read can't be served a single-source row.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(eval): relational benchmark + recall@k harness metrics

NamedThingBench harness gains recall@k / recall@10 (the relational headline
metric) on QuestionResult + FamilyReport, plus typed seed/linkTypes/kind on
NamedThingQuestion so the graph-relationship family is machine-checkable.

Adds the relational benchmark corpus (test/fixtures/retrieval-quality/
relational/): a small entity graph whose answers are LEXICALLY UNRECOVERABLE
— every page body is generic and never names the entity it relates to, so
only the typed edge connects query to answer. corpus.ts is the canonical
source for both the seed loader and the 38-question gold set; relational.jsonl
is generated from it (a drift test pins them equal).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(eval): relational A/B proof + arm fires on all retrieval paths

Fixes the integration bug the eval caught: the relational arm was only
injected on the main RRF path, so it silently did nothing whenever vector
was unavailable — no embedding provider configured (the default in many
deployments) OR embed failure. The arm is now built once and fused via RRF
on ALL THREE hybridSearch return paths (no-embedding-provider, embed-failed
keyword fallback, main path). Without this it would have been dead in
exactly the setups that most need it.

Adds `gbrain eval retrieval-quality --ab-relational`: runs the gold set
twice (arm off vs on) in a fixed mode and reports the graph-relationship
recall@10 lift + Hit@3 + latency add. The CI A/B test pins the headline
result — recall@10 jumps from <25% (lexically unrecoverable) to >75% with
the arm on — and a non-relational query returns identical results arm-on vs
off (the no-op / no-regression gate).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: bump version and changelog (v0.42.34.0)

Relational retrieval feature: typed-edge recall arm + federation key
hardening. Also updates the KNOBS_HASH_VERSION 9→10 assertions across the
remaining search test files (the bump invalidates relational-off cache rows).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: document typed-edge relational retrieval (v0.42.34.0)

CLAUDE.md Search Mode: add relationalRetrieval to the knob table, the
knobs_hash v=9→10 note, and a relational-retrieval summary. RETRIEVAL.md:
add the relational recall arm to the pipeline diagram. Regenerate llms
bundles (build:llms).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(test): size relational fixtures to the actual embedding-column dim

CI shard runs with the ZeroEntropy gateway default (1280-d), but the
relational test fixtures hardcoded 1536-d embeddings, so chunk inserts were
rejected with "expected 1280 dimensions, not 1536" (CheckExpectedDim) — the
`test (6)` shard + `test-status` failures. The column width tracks the
configured gateway default and can shift with shard order, so fixtures now
probe `content_chunks.embedding`'s actual `atttypmod` after initSchema and
size embeddings to it (the pglite-engine.test.ts pattern), via a shared
`probeEmbeddingDim` helper. Verified passing at a forced 1280-d column.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 22:05:31 -07:00
ec5fed2921 v0.42.20.0 fix: reliability wave — PGLite capture lock-pin + Postgres reconnect race + search embed-hang (#1762 #1745 #1775) (#1810)
* fix(core): drain fire-and-forget sinks before disconnect via a background-work registry (#1762)

New src/core/background-work.ts registry (Map<name,drainer>, ordered drain,
awaited abort). facts-queue (order 0, abort=shutdown), last-retrieved (1), and
eval-capture (3, now self-tracked) register as sinks. Both CLI exit paths
(op-dispatch finally + handleCliOnly finally) drain the registry before
engine.disconnect() so a PGLite db.close() can't race in-flight work into the
re-pump busy-loop that pinned the single-writer lock. Op-dispatch error path
converts process.exit(1) to exitCode+return so the finally still drains.

* fix(ai): bound every outbound AI call so a stalled provider can't hang (#1762/#1775)

withDefaultTimeout composes a per-touchpoint default deadline (chat 300s,
embed/multimodal 60s) with any caller signal via AbortSignal.any. Applied at the
SDK call layer (chat generateText, expand generateObject, OCR, per-sub-batch
embed) — covers native-anthropic + retries — plus per-request multimodal fetch.
embedQuery forwards abortSignal. Env: GBRAIN_AI_{CHAT,EMBED,MULTIMODAL}_TIMEOUT_MS.

* fix(postgres): module-mode reconnect preserves the shared singleton (#1745)

reconnect() branches on connection style. Module-singleton engines re-establish
idempotently via db.connect() (no-op when alive) + refresh the ConnectionManager
read pool, never db.disconnect() — so a transient blip no longer nulls the shared
sql out from under concurrent ops (which threw 'connect() has not been called').
Fail-loud on real connect failure. Instance pools keep teardown+recreate.

* fix(search): bound the query-time embed so a stall falls back to keyword (#1775)

search/query default to cheap-hybrid (embeds the query); a stalled provider made
the embed never settle, so the keyword fallback never engaged and the command
force-exited with no output. One shared QueryEmbedDeadline (6s, floored 2s per
embed) covers both the cache-lookup and inner embeds via embedQueryBounded
(abortSignal + Promise.race) → existing keyword fallback engages. Also registers
the search-cache background-work drainer (now bounded). Env: GBRAIN_QUERY_EMBED_TIMEOUT_MS.

* test+chore: reliability wave tests + v0.42.11.0 (#1762 #1745 #1775)

New: background-work registry unit, query-embed deadline unit, eval-capture
drain unit, postgres reconnect E2E (#1745), gbrain capture exit-clean case in
the PGLite serial test. Updated fix-wave-structural assertions to the registry
shape. VERSION/package.json/CHANGELOG -> 0.42.11.0; TODOS retrofit marked done.

Incorporates + hardens PR #1763 (drain-before-disconnect + embed fetch timeout);
the residual hung-Haiku hole is closed by the facts shutdown() abort belt.

Co-Authored-By: ElliotDrel <noreply@github.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: document background-work registry + v0.42.11.0 reliability wave in CLAUDE.md (regen llms)

* chore: bump release version 0.42.11.0 -> 0.42.20.0

Rename the reliability-wave release version per request. Trio
(VERSION / package.json / CHANGELOG) reconciled; in-code version-tag
comments and test fixtures updated; llms regenerated.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: ElliotDrel <noreply@github.com>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 08:42:25 -07:00
bea2d3e6c9 v0.42.13.0 fix(search): archive/ content findable by default, demoted not hard-excluded (#1777) (#1797)
* fix(search): archive/ findable by default — demote not hard-exclude (#1777)

Move archive/ out of DEFAULT_HARD_EXCLUDES into a 0.5 source-boost demote so
archived historical content is findable by default, ranked below curated
content. Add a hidden_by_search_policy doctor check so the surviving exclude
policy (test/, attachments/, .raw/) is auditable. Bump KNOBS_HASH_VERSION 8->9
so the policy change invalidates archive-excluded query_cache rows.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: bump version and changelog (v0.42.13.0)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: correct search-exclude.test.ts annotation for archive demote (#1777)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 06:28:21 -07:00
d9eadfec13 v0.42.3.0 feat(search): autocut — score-discontinuity result-sizing (#1663 wave 1) (#1682)
* feat(search): autocut — score-discontinuity result-sizing on the rerank separatrix

Cut the ranked set at the cross-encoder rerank-score cliff instead of a fixed
top-K. Default-ON in reranked modes (balanced/tokenmax), no-op without a
reranker. New pure src/core/search/autocut.ts; mode.ts knobs + reranker_top_n_in
= searchLimit (no unscored tail); query op autocut param; --explain + glossary.

* test(search): autocut pure-fn, agent-surface, behavioral + precision/recall eval gate

Adds autocut.test.ts, query-op-autocut.test.ts, autocut-integration.serial.test.ts
(IRON-RULE behavioral via rerankerFn seam), autocut-eval.test.ts (in-repo
precision-lift-without-recall-regression gate). Updates existing knobsHash/bundle
pins to v=7 + reranker_top_n_in.

* chore: version + changelog + docs for autocut (v0.41.34.0)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(search): autocut preserves alias-hop exact matches + cache-HIT meta (codex P1/P2)

P1: applyAliasHop injects the canonical page after reranking (no rerank_score);
autocut would drop it when cutting on the scored set. applyAutocut gains an
optional preserve predicate; hybrid passes r => r.alias_hit === true.
P2: cache-HIT cachedMeta now carries autocut/adaptive_return/mode/embedding_column.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: bump version to v0.42.3.0 (autocut wave)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: PR titles lead with the version (IRON RULE in CLAUDE.md)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-01 20:16:37 -07:00
d6db3f0ce3 v0.41.34.0 feat(search): retrieval cathedral — max-pool + title + alias + evidence (#1657)
* feat(search): per-page max-pool in searchVector (both engines)

T1 of the retrieval-cathedral wave (supersedes #1616). Vector search returned
chunk-grain top-k with no DISTINCT ON, so a page could be represented by a
weak chunk while a hub page's chunks crowded a distinct page's strong chunk
out of the candidate set entirely. Keyword search always pooled per page; the
vector path did not.

- New shared buildBestPerPagePoolCte() in sql-ranking.ts — single source of
  truth consumed by searchKeyword + searchVector across postgres + pglite, so
  the two engines can't drift (the recurring parity bug class).
- searchVector both engines: compute score as a select-list expr (HNSW
  ORDER BY stays pure-distance), pool DISTINCT ON (slug) over the full
  candidate set before the user LIMIT, deterministic tiebreak
  (slug, score DESC, page_id ASC, chunk_id ASC).
- All keyword pooling blocks refactored onto the shared builder (DRY).
- Regression test: a hub page's chunks no longer crowd out a distinct page's
  strong chunk; results are one-per-page by best chunk. Fails on old path.

Verified: real-Postgres engine-parity 22/22, PGLite hermetic suite green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(search): title-phrase boost (page.title first-class signal)

T2 of the retrieval-cathedral wave. A query that is a phrase from a page's
title ("Greek amphitheater" -> "The Mingtang - Indoor Greek Amphitheater")
matched a weak body chunk instead of being recognized as a title hit. Names
of things deserve weight.

- New pure title-match.ts: isTitlePhraseMatch (contiguous token-run inside
  page.title OR exact full-title match). Precision guards: >= 2 content
  tokens OR exact full-title; stopword filter; token-boundary match (no raw
  substring). Reused by the eval later so production + bench can't drift.
- applyTitleBoost post-fusion stage in hybrid.ts: reads page.title (not the
  brittle "first chunk"), floor-ratio-gated, stamps title_match_boost for
  --explain, never touches base_score (the agent's dedup confidence).
- ModeBundle.title_boost knob (1.25, on in all modes - cheap gated
  correctness fix), search.title_boost config key, dashboard description.
- KNOBS_HASH_VERSION 6 -> 7 so a boost-on cache write can't serve a
  boost-off lookup; all version-pin + canonical-bundle assertions updated.
- 18 new tests (matcher 13 + stage 5); typecheck clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(search): page_aliases data layer (T3 foundation)

Free-text alias resolution for search. gbrain stored a page's chosen names
in pages.frontmatter `aliases:` JSONB but search never consulted them, so a
query like "Hall of Light" or "明堂" couldn't surface the "Mingtang" page.

DELIBERATELY SEPARATE from slug_aliases (re-grounded against current code):
  - slug_aliases:  old-slug -> canonical-slug (wikilink/get_page redirect,
    populated only from concept-redirect conversions)
  - page_aliases:  normalized free-text name -> canonical slug (search hop)
Overloading slug_aliases would muddy two distinct semantics, so this is a
new table, not an extension (honors DRY by keeping concepts separate).

- src/core/search/alias-normalize.ts: ONE normalizeAlias() (NFKC + lowercase
  + ws-collapse + quote-strip) + normalizeAliasList() shared by the write
  (ingest) and read (search) paths so they match on the same key (CQ2).
- Migration v108 page_aliases (source_id, alias_norm, slug); btree
  (source_id, alias_norm) for indexed-equality hop, NOT ILIKE; unique TRIPLE
  (not source_id+alias_norm) so two pages may claim one alias — collisions
  reported + resolved at query time, not blocked at ingest (Codex#8).
  Mirror in pglite-schema.ts; Postgres fresh gets it from the migration.
- engine.resolveAliases(aliasNorms, {sourceId|sourceIds}) read +
  setPageAliases(slug, source, aliasNorms) write, both engines, source-scoped.
- 17 tests: normalize round-trip, collision, source-scope, replace, clear.

Ingest projection + the hybridSearch alias hop land next (T3 wiring).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(search): alias hop + ingest projection (T3 wiring)

Wires the page_aliases data layer into ingest (write) and hybridSearch (read)
so a query that is a page's declared chosen name surfaces that page — the
named-thing class neither max-pool nor title-boost can fix (true synonyms with
zero surface overlap: "Hall of Light" / "明堂" -> the Mingtang page).

- Ingest projection (import-file.ts): after the page write commits,
  normalizeAliasList(frontmatter.aliases) -> engine.setPageAliases. Always
  called (even []) so removing an alias clears its row; content_hash includes
  non-timestamp frontmatter so alias edits reach this path, not the skip branch.
  Fail-soft + pre-v108-safe (isUndefinedTableError swallowed).
- applyAliasHop (hybrid.ts), AFTER rerank so a named query reliably surfaces
  its page: FULL normalized-query exact match only (no substring/n-grams),
  skip >6-token prose queries, present-boost 1.10x / inject absent canonical at
  top-of-organic + epsilon (never absolute 1.0, D3), collisions alpha-ordered +
  capped at 3, fail-open on pre-v108 / lookup error (D9). Stamps alias_hit for
  the T4 evidence contract.
- SearchResult.alias_hit attribution field.
- 8 tests: inject/boost/CJK/no-match/long-skip/collision + ingest projection
  round-trip + alias-removal-clears. 73 pass across the T1/T2/T3 + import suite.

Backfill of existing pages' aliases lands as T8 (reindex --aliases).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(search): evidence/create_safety contract + search→cheap-hybrid + per-call mode (T4)

The agent-facing fix for the incident's ROOT behavior: tonight the agent read a
single blended 0.64 score, decided "no strong match, safe to write a new page",
and wrote a duplicate on a developed concept page. A blended RRF/cosine score is
not a calibrated probability, so the don't-duplicate decision must key off WHY a
page matched, not a raw number.

- evidence.ts: classifyEvidence (alias_hit > exact_title_match > high_vector_match
  > keyword_exact > weak_semantic) + createSafetyFor (exists | probable | unknown).
  stampEvidence runs at the end of every hybrid return path (main + both keyword
  fallbacks). SearchResult gains evidence + create_safety. The agent keys
  don't-duplicate off create_safety='exists', not a score threshold.
- search op → cheap-hybrid everywhere (D4/D15): full vector+keyword+RRF+pool+
  title+alias, expansion OFF (no per-call LLM cost); `query` stays full-control.
  search.mcp_keyword_only escape hatch (D17) keeps the old keyword-only behavior
  for operators who don't want query text sent to an embedding provider.
- Alias hop + evidence now also run on the keyword-only fallback paths (the
  named-thing fix is most valuable exactly when vector is unavailable).
- Per-call `mode` (D5): honored ONLY for local/trusted callers (ctx.remote===
  false) so a remote OAuth client can't escalate to costly tokenmax; local +
  unknown mode rejects loudly; threaded into resolveSearchMode + the cache key.
- 30 tests (evidence classifier incl. before/after-incident cases, per-call mode
  gate, alias hop). Updated mcp-eval-capture to the new cheap-hybrid contract.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(cli): reconcile `gbrain search` dispatch (T5)

After T4 made the `search` op cheap-hybrid, `gbrain search "x"` already does the
right thing — but `gbrain search modes/stats/tune` would have run a hybrid search
for the literal word "modes" instead of opening the config dashboard (the op
intercepts before the unreachable handleCliOnly dashboard path).

Add a pre-dispatch interception in main(): `search` + subArgs[0] in
{modes,stats,tune} → runSearch dashboard (with the v0.41.6.0 read-only connect+
dispatch 10s timeout preserved); everything else (free-text) falls through to the
cheap-hybrid `search` op. Subprocess test pins all three routes:
modes/stats → dashboard, free-text → search op ("No results", not "Unknown
subcommand").

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(eval): NamedThingBench retrieval-quality gate (T6)

The eval that makes the retrieval-maxpool incident impossible to reintroduce
silently. 7 query families, each a failure class the incident exposed:
title-substring, generic-to-named, alias-synonym, multi-chunk-dilution,
short-vs-rich, graph-relationship, hard-negative.

- src/eval/retrieval-quality/harness.ts: pure scoring (Hit@1/Hit@3/MRR per
  family) + injected SearchFn (CLI uses hybridSearch; tests stub it) +
  evaluateGate. D12 gate: hard-gate the families that ARE the bug from day one
  (title-substring Hit@1>=0.95, alias-synonym Hit@1>=0.98, dilution Hit@3=1.0),
  warn-then-enforce the softer families. Env-overridable floors.
- `gbrain eval retrieval-quality <fixture.jsonl> [--json] [--source]` +
  dispatch in eval.ts. Exit 0 PASS / 1 FAIL / 2 USAGE.
- Synthetic fixture (placeholder names only, privacy-grep guarded) + hermetic
  gate test: seeds a synthetic brain, forces the keyword+title+alias path
  (embed transport stubbed to throw — free, deterministic), asserts the bug
  families pass. The vector max-pool guarantee is pinned separately by
  searchvector-maxpool.test.ts.
- CI gate: the hermetic test is a normal unit test, so it runs in every PR
  shard — the gate is live on every change.
- 23 tests (harness unit + hermetic gate + fixture privacy guard).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(telemetry): rank-1 score drift signal (T7)

Standing observability so a retrieval regression is caught before a human hits
it in chat (like tonight). Aggregate columns on search_telemetry (NOT per-query
rows, D10): sum_rank1_score + count_rank1 + 3 coarse buckets (<0.6 / 0.6-0.85 /
>=0.85). The mean rank-1 base_score is the headline; a downward drift = retrieval
quality regressing.

- hybrid.ts: capture rank-1 base_score at all three return paths, thread through
  emitMeta → recordSearchTelemetry opts (like results_count).
- telemetry.ts: Bucket + record + flush ON CONFLICT-add + readSearchStats expose
  avg_rank1_score (null when no samples — no NaN) + rank1_distribution.
- Migration v109 ADD COLUMN IF NOT EXISTS (both engines; search_telemetry lives
  only in migration v57, so the v57+v109 chain covers fresh + upgrade). Columns
  exempted in schema-bootstrap-coverage (no forward-ref index → no bootstrap need).
- `gbrain search stats` surfaces the avg + bucket line; JSON envelope auto-carries
  the fields. "true-positive" wording dropped per Codex#14 — production has no
  labels, so this is an unlabeled rank-1 score histogram; labeled calibration
  lives in NamedThingBench (T6).
- 3 round-trip tests (mean+buckets, no-result excluded, empty=null).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(reindex): gbrain reindex --aliases backfill (T8)

Import-time projection (T3) covers new + changed pages; this backfills EXISTING
pages whose frontmatter `aliases:` predate v108 / the projection. Walks
listAllPageRefs (cheap cross-source (source_id, slug) enumeration), reads each
page's frontmatter aliases, writes page_aliases via setPageAliases.

Idempotent (setPageAliases replaces) so re-running is convergent — no op-checkpoint
needed (fast, no embedding). --dry-run reports would-write counts, --source
narrows, --limit caps, --json envelope, progress reporter. Wired into the
`reindex` dispatch alongside --markdown / --multimodal.

4 tests: backfill from array + comma-scalar frontmatter, --dry-run writes
nothing, idempotent second run.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* test(search): pre-migration fail-open regression (T9)

Pins that pre-v108 brains (no page_aliases table) keep working: applyAliasHop
returns input unchanged + doesn't throw, importFromContent with frontmatter
aliases still imports (projection swallows table-missing via isUndefinedTableError),
and resolveAliases surfaces the error for the caller to catch.

Completes the T9 mandatory regression set (dilution → searchvector-maxpool,
dispatch → cli-search-dispatch, MCP contract → mcp-eval-capture, engine parity
→ engine-parity 22/22, pre-migration → here).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(search): Phase-0 retrieval diagnostic — `gbrain search diagnose` (T0)

The operator-facing trace the user runs against the production brain to pin
which retrieval layer surfaces (or misses) a target page — the diagnostic the
plan front-loaded so we don't ship a fix that doesn't move the incident.

`gbrain search diagnose "<query>" --target <slug> [--json] [--source]` reports,
for the target: keyword rank+score, vector rank+score (skipped/graceful if no
embedding provider), whether the query is a registered alias, and the hybrid
final rank + evidence + create_safety + which boosts fired (title/alias). The
verdict names the layer that surfaces the target at rank 1 (or "none"), telling
you whether the lever is max-pool/innerLimit (vector) vs title/alias.

Wired into the `search` dispatch alongside modes/stats/tune (60s timeout since
it runs real retrieval). 2 hermetic tests (alias-query trace + title-phrase
trace). For the Mingtang incident, run:
  gbrain search diagnose "Greek amphitheater" --target projects/new-greek-theater/concept_v0

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(retrieval): corrected incident record + named-thing layers + glossary (T10)

- RETRIEVAL_MAXPOOL_INCIDENT.md: replaces closed PR #1616's RFC with the
  verified record — what happened, the disease, the corrections to the RFC's
  mechanics (search was keyword-only, --mode unthreaded, hybrid already pooled
  at dedup, aliases dead to search), the four-layer fix that shipped, and the
  triage commands (search diagnose / reindex --aliases / search stats / eval
  retrieval-quality).
- RETRIEVAL.md: new "Named-thing retrieval" section documenting per-page pool +
  title boost + alias hop + the evidence contract, reconciling the doc with the
  shipped pipeline (closes the doc/reality gap).
- metric-glossary.ts + regenerated METRIC_GLOSSARY.md: Hit@1, Hit@3,
  avg_rank1_score (drift signal, not labeled accuracy), and create_safety
  (the evidence contract) now carry plain-English glossary entries.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* test(eval): NamedThingBench fixture privacy guard via slug-shape (T6 fixup)

The banned-name literal list itself tripped check-privacy/check-test-real-names.
Replace it with the load-bearing assertion: every fixture slug must be an
*-example placeholder (no real brain page can be referenced).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(search): source-isolation in per-page pool + alias hop (P0, codex adversarial)

Codex outside-voice caught two source-isolation P0s in the retrieval wave — the
exact class the v0.34.1 seal guards. Both fixed before merge.

P0-1: buildBestPerPagePoolCte pooled on `slug` alone. In a federated brain, two
pages with the same slug in different sources collapsed before ranking/pagination
(the neighbor-source page dropped). Now DISTINCT ON (COALESCE(source_id,'default'),
slug) — composite key matching dedup.ts's pageKey. Also fixes the PRE-EXISTING
keyword-path bug (best_per_page was slug-only before this wave); real-PG parity 23/23.

P0-2: the alias hop dropped source_id. resolveAliases returned bare slugs and
applyAliasHop hydrated via getPage(slug, undefined), so a federated caller could
get the default-source page injected or the right allowed-source page suppressed.
resolveAliases now returns {slug, source_id} pairs; applyAliasHop matches by
(source_id, slug) and fetches each canonical in its OWN source.

Regression tests: alias hop boosts only the aliased source (not same-slug in
another source); resolveAliases keeps cross-source same-slug distinct.

Deferred as documented tradeoffs (TODO): evidence high_vector_match label uses
blended base_score not pure cosine; deep-pagination candidate budget is
chunk-bounded; telemetry writes swallow errors pre-v109 on rolling deploys.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: bump version and changelog (v0.41.30.0)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: v0.41.30.0 retrieval cathedral — CLAUDE.md key files + llms regen

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: renumber release v0.41.30.0 → v0.41.34.0 (queue moved)

Version trio + CHANGELOG header + CLAUDE.md key-file annotations + TODOS
heading + regenerated llms bundles, all moved to 0.41.34.0.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(ci): restore glossary roster + harden facts-anti-loop hook budget

Two CI failures surfaced after the master merges that brought the branch to
111 migrations:

1. shard 1 — `ALL_METRICS roster > matches the renderer output (no orphans)`:
   the merge took master's `renderMetricGlossaryMarkdown` whose `groups`
   array lacked this branch's 4 retrieval-quality keys (hit@1, hit@3,
   avg_rank1_score, create_safety). `ALL_METRICS` (derived via Object.keys)
   kept them, so the roster test saw 4 orphans. The freshness check
   (check:eval-glossary) passed because renderer-output == committed doc —
   it can't catch a renderer that drops a metric; the roster test can.
   Restored the "Retrieval-Quality / Evidence Metrics (NamedThingBench)"
   group + regenerated docs/eval/METRIC_GLOSSARY.md.

2. shard 2 — facts-anti-loop's two engine-dependent put_page tests failed
   while the two engine-free extractFactsFromTurn tests passed (the
   signature of a partially-failed beforeAll). This file has a documented
   PGLite-cold-start-under-deep-shard-load timeout history; the 30s budget
   was tuned for 95 migrations and the chain is now 111. Bumped to 60s.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(ci): isolate facts-anti-loop in its own process (serial)

Follow-up to the prior hook-timeout bump, which was the wrong theory: the
[58ms]/[71ms] body times in the re-run prove beforeAll did NOT time out —
the engine connects and the two put_page tests run and fail for real, while
the two engine-free extractFactsFromTurn tests in the same file pass.

put_page (via dispatchToolCall) touches process-global singletons (the
facts queue + the AI gateway used by importFromContent's embed step). Some
sibling file in the 78-file shard-2 process leaves residual global state
that makes put_page's pre-backstop path fail on the CI runner. The failure
is NOT reproducible alone, in a Linux oven/bun:1 container, or in a full
local shard-2 run (1172 pass) — only on the GitHub runner, deterministically.

Per CLAUDE.md's test-isolation rules, a test coupled to shared process
state belongs in its own process. Renamed to *.serial.test.ts so it runs
in the dedicated serial-tests job (scripts/run-serial-tests.sh spawns a
fresh `bun test` per serial file), where it passes deterministically;
test-shard.sh excludes serial files from the matrix. Updated the comment
to reflect the real cause and refreshed the test-weights.json key.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(ci): close cross-file gateway-config pollution in test shards

The prior serial-move theory was incomplete. The real, single root cause
behind all three shard failures (2, 5, 10) is cross-file AI-gateway config
pollution within a shard's bun process:

- A test calls configureGateway() and doesn't restore the gateway on exit.
  The legacy-embedding preload pins OpenAI/1536 ONCE at process start and
  re-pins per-test ONLY when the gateway slot is empty — so a leaker that
  reconfigured the gateway to the v0.37 default (zeroentropyai:zembed-1 /
  1280-d) and never reset poisons every later file in the shard.
- Victim A (shard 5, test/search/searchvector-maxpool.test.ts): runs
  initSchema in beforeAll under the leaked gateway → content_chunks.embedding
  becomes vector(1280) → inserting its hardcoded 1536-d basis vectors throws
  pgvector CheckExpectedDim.
- Victims B/C (shard 10 facts-backstop-gating, shard 2 facts-anti-loop):
  put_page's importFromContent embeds by design (embed failure PROPAGATES,
  Codex C2). Under a leaked fake-key gateway the embed step 401s and put_page
  returns isError → the backstop assertions fail.

My branch's shard re-partition (added test files + weight changes) merely
co-located leakers with victims; the hazard was latent.

Fixes (root cause + self-sufficient victims):
- test/search/rerank.test.ts (the shard-5 leaker): add afterAll(resetGateway).
  Its stub omits embedding_model, so it fell back to the ZE/1280 default;
  now it restores the empty slot so the preload re-pins legacy for the next
  file.
- test/search/searchvector-maxpool.test.ts: pin configureGateway(openai/1536)
  in beforeAll BEFORE initSchema (initSchema runs before any preload
  beforeEach, so it can't rely on the inherited slot).
- test/facts-backstop-gating.test.ts + test/facts-anti-loop.test.ts: reset
  the gateway in beforeEach so put_page's embed is a graceful no-op; reverted
  anti-loop from the serial quarantine back into the matrix (the serial move
  was the wrong fix for a gateway-state problem).

Validated deterministically: a non-resetting leaker that poisons the gateway
to ZE, run first in one bun process, no longer breaks any of the three
victims (14/14 pass). verify 29/29, typecheck clean, isolation lint clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-05-30 12:07:38 -07:00
730aed77f2 v0.41.33.0 feat(search): intent-aware adaptive return-sizing + agent-facing query param (#1640)
* feat(search): intent-aware adaptive return-sizing (default-off)

New opt-in retrieval feature: trim the ranked result set to an intent-driven cap (entity -> tight, else -> recall-preserving) instead of always returning top-K. Pure module src/core/search/return-policy.ts (resolve + apply + config-read + at-least-minKeep failsafe); wired into hybridSearch after rerank, before slice, offset===0 only; decision stamped into HybridSearchMeta.adaptive_return; cache skipped when on (KNOBS_HASH fold is a follow-up). SearchOpts.adaptiveReturn per-call override. Default OFF — existing search behavior byte-identical. Mechanism is an intent cap, not a score-cliff detector (PrecisionMemBench data showed the cliff carries no signal). 19 unit tests.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: bump version and changelog (v0.41.30.0)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: document adaptive return-sizing module in CLAUDE.md (v0.41.30.0)

Add a Key Files entry for src/core/search/return-policy.ts (intent-aware
adaptive return-sizing, default OFF) covering its exports, the four
search.adaptive_return* config knobs, the hybrid.ts wiring (post-rerank,
pre-slice, offset===0 only), and the cache-skip behavior. Regenerate
llms-full.txt to match.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(query): agent-facing adaptive_return param on the query op

Expose adaptive_return (boolean) on the query MCP/CLI op so the AGENT — not the human config knob — decides per query whether to return a tight, intent-sized set. The param description teaches WHEN (single-answer questions on; breadth off; limit:1 for a hard single-answer cap), matching the salience/recency 'YOU (the agent) decide' pattern. Threaded into hybridSearchCached. End users never touch config; their agent serves them per query. Pinned by test/search/query-op-adaptive-return.test.ts.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: re-version to v0.41.33.0 + document agent surface

Re-version 0.41.30.0 -> 0.41.33.0 (VERSION/package.json/CHANGELOG/TODOS/CLAUDE.md). CHANGELOG + CLAUDE.md now document the agent-facing query-op adaptive_return param + when-to-use guidance. llms regenerated (build-llms test green).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(core): harden fence-strip + config parsing against non-string input

stripTakesFence/stripFactsFence crashed with "undefined is not an object"
when a read op returned a page with no compiled_truth (e.g. metadata-only
rows). The get_page untrusted-reader path calls both on page.compiled_truth,
which can be undefined. Guard both to no-op when body is not a string.

loadSearchModeConfig.safeGet trusted engine.getConfig to honor its
string|null contract; a non-string value (array/boolean) reached
loadOverridesFromConfig and crashed on ce.toLowerCase(). Treat any
non-string config value as "not set" so it falls through to the
mode-bundle default, matching missing-key behavior.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-05-30 11:21:56 -07:00
5d42f3295e v0.41.22.0 feat: type-unification cathedral — 94 types → 15 canonical (closes #1479) (#1542)
* Merge branch 'master' into garrytan/type-taxonomy-unification

Resolve VERSION, package.json, CHANGELOG conflicts with v0.41.22.0
on top, preserving master's v0.41.19.0 entry below.

* feat: v0.41.22.0 type-unification cathedral — collapse 94 types to 15 (closes #1479)

Ships gbrain-base-v2 as the new install default (15 canonical types: 14
+ note catch-all) and the unify-types PROTECTED Minion handler that
runs the gbrain-base→v2 migration end-to-end on existing brains.

What this delivers:
- gbrain-base-v2.yaml standalone schema pack (no extends:) with 14
  canonical page_types + 9 cluster mapping_rules + catch-all sentinel
- 3 new schema-pack primitives: runRetypeCore (chunked UPDATE with
  legacy_type stamping), runPageToLinkCore (edge-shaped pages →
  link rows), runPageToAliasCore (concept-redirect → slug_aliases)
- rewriteLinksBatch for N-pair atomic FK rewrite
- Migration v104 slug_aliases table (forward-bootstrap probed on both
  engines for safe upgrade chain)
- New engine method resolveSlugWithAlias(slug, sourceOrSources) on
  both Postgres + PGLite with multi-source ambiguity warning
- inferTypeAndSubtypeFromPack overload + subtypes: + mapping_rules:
  + migration_from: schema-pack manifest extensions
- findPackSuccessors version-range walker (1.x / 1.0.x / exact match)
- expandTypeFilter for --type back-compat (D14): legacy aliases route
  through mapping_rules → canonical+subtype before the SQL filter fires
- 3 new onboard checks: pack_upgrade_available, type_proliferation,
  dangling_aliases (source-scoped per F12)
- unify-types Minion handler (PROTECTED, manual_only via render.ts
  allowlist per D17): retype-explicit → retype-catch-all →
  page-to-link → page-to-alias → final sync → active-pack flip
- alias_resolved 1.05x post-fusion search boost stage; KNOBS_HASH_VERSION
  bumped 5→6 (one-time cache miss on upgrade, self-healing in TTL)
- ELIGIBLE_TYPES for facts extraction extended with v2 canonicals
  (codex F-ELIGIBLE: blocker not v0.43 follow-up)

Tests: 79 new unit/integration cases + 3 E2E cases covering all 9
production clusters end-to-end. 124-case verification on the cache-key
+ build-llms fixes. KNOBS_HASH_VERSION assertions updated in 3 tests.

Plan: ~/.claude/plans/system-instruction-you-are-working-transient-elephant.md
(16 locked decisions D1-D17, 12 baseline fixes F7-F21 absorbed from
codex outside voice).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: CI verify failures — system-of-record allow-comment + schema-unify manifest registration

Two CI failures on PR #1542:

1. check:system-of-record flagged page-to-link.ts:207 addLinksBatch as
   a direct write to a derived table. The call IS the reconcile surface
   for page_to_link mapping_rules — it converts edge-shaped pages into
   canonical link rows under the PROTECTED unify-types Minion handler,
   source-scoped, atomic per-rule. Added the canonical
   `// gbrain-allow-direct-insert: <reason>` comment on the same line.

2. check:resolver emitted 11 orphan_trigger warnings for `schema-unify`
   because the skill was added to skills/RESOLVER.md without a
   corresponding entry in skills/manifest.json. Added the registration
   under the existing skills[] array.

bun run verify: 28/28 checks pass locally.

* fix: CI test failures — schema-unify conformance + eligibility regression

Six test failures across shards 2 + 10 on PR #1542:

1. resolver.test.ts: round-trip parser requires frontmatter triggers to
   be quoted (`- "..."` or `- '...'`). schema-unify shipped with bare
   YAML strings; quoted the 10 triggers to round-trip correctly.

2. skills-conformance.test.ts (×3): schema-unify SKILL.md was missing
   the required Contract, Anti-Patterns, and Output Format sections
   that every conformant skill must declare. Added all three:
   - Contract: inputs / outputs / side effects / failure modes
   - Anti-Patterns: 5 DON'Ts including the autopilot trust boundary
   - Output Format: per-phase stderr lines + celebration summary +
     JSON envelope shape

3. facts-eligibility.test.ts (×2): the v0.41.22 ELIGIBLE_TYPES
   expansion added `concept` to the eligible list, but the existing
   test suite pins concept as rejected (it's `extractable: true` in
   the schema pack but the v0.41.11 contract documented this as
   "cosmetic on the backstop path because backstop uses hardcoded
   ELIGIBLE_TYPES"). Removed `concept` from the expansion; other v2
   canonicals (media, tweet, atom, analysis) stay. Comment updated
   to document the deliberate omission.

All 6 failing tests now pass locally (370/370 across the 3 affected
files). bun run verify: 28/28 checks green.

* fix: harden findPackSuccessors test against shard pollution

CI shard 8 reported 1 fail (1.00ms — too fast for any real loadActivePack
file I/O) on `finds gbrain-base-v2 as successor of gbrain-base@1.0.0`.
Local triple-run passes 9/9 in isolation.

Root cause: the existing afterEach reset clears the module-level pack
cache AFTER each test, but the FIRST test in the file inherits whatever
state sibling files in the same bun shard process left behind. With
24+ schema-pack tests in shard 8 (mutate, mutate-audit, best-effort,
registry-reload, manifest-v041_2, etc.) running before this file, the
first test can read a poisoned cache.

Fix: add `beforeEach(_resetPackCacheForTests)`. Two-sided reset
guarantees clean state regardless of file ordering within the shard.

bun run verify: 28/28 checks pass.

* fix: quarantine two flaky tests to serial runner

CI shard 1 + shard 8 each surfaced one intermittent failure:

shard 1: buildBrainTools > execute() on put_page with valid namespace
shard 8: findPackSuccessors > finds gbrain-base-v2 as successor

Both pass cleanly in isolation. Both are concurrency races against
shared in-shard state:

- brain-allowlist.test.ts shares a singleton PGLiteEngine across 18
  tests with a beforeEach DELETE FROM pages. With max-concurrency=4,
  two put_page tests can interleave their TRUNCATE + write phases,
  so the auto-link/extract sub-steps inside put_page race against
  the sibling test's DELETE.
- schema-pack-find-pack-successors.test.ts reads bundled YAML packs
  via loadActivePack. The module-level pack cache is shared across
  parallel tests in the same shard; the previous beforeEach reset
  helped but didn't fully isolate against concurrent file reads
  under CI load.

Fix per CLAUDE.md test-isolation lint rule R2 (concurrency-fragile
files belong in the .serial.test.ts quarantine): rename both files
to *.serial.test.ts. Serial runner picks them up at max-concurrency=1.
49/49 serial files pass locally. 28/28 verify checks pass.

* fix: quarantine embed-stale test to serial runner

CI shard 9 reported 6 failures, all from the embedStaleForSource describe
block, all ~120-150ms each — classic shared-engine concurrency race shape.
Passes 7/7 locally in isolation.

Root cause: embed-stale.test.ts shares a singleton PGLiteEngine across 7
tests with beforeEach resetPgliteState. Under bun's max-concurrency=4 in
the parallel shard, two tests can interleave their TRUNCATE + seedPage +
upsertChunks + embedStaleForSource flow, so one test's stale-chunk count
sees another test's mid-flight writes.

Same fix as brain-allowlist.serial.test.ts and
schema-pack-find-pack-successors.serial.test.ts: rename to *.serial.test.ts
so the serial runner picks it up at max-concurrency=1.

bun run verify: 28/28 checks pass. 7/7 embed-stale tests pass via serial.

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 07:01:28 -07:00
ca68633faa v0.41.2.0 feat: lens packs + epistemology unification — atoms + concepts as first-class units, calibration profile widening, gstack-learnings bridge (#1364)
* feat(schema): migration v93 take_domain_assignments (v0.41 T1)

Adds the JOIN table backing per-pack calibration domain aggregation
in the v0.41 lens-packs wave. Replaces the originally-planned scalar
`takes.domain` column after codex outside-voice review caught that
one take can legitimately belong to multiple domains (a take about
"Sequoia's investment in Anthropic" lands in deal_success AND
market_call), and that scalar attribution bakes today's pack→domain
mapping into permanent fact.

Schema: composite PK (take_id, domain) for idempotent re-assignment,
FK CASCADE so deleting a take cascades assignments, confidence CHECK
in [0,1], idx_take_domain_assignments_domain for the aggregator JOIN
direction. RLS guard matches takes/synthesis_evidence pattern (enable
when running as BYPASSRLS role). PGLite parity via sqlFor.pglite.

Backward-compat: pre-existing takes carry no assignments; aggregator
LEFT JOIN skips them gracefully. No backfill required at migration
time — propose_takes (T10) populates new rows; greenfield assignment
of historical takes is a v0.42 follow-up.

R-MIG IRON-RULE regression at test/migrations-v93.test.ts pins 12
contracts: existence/name, LATEST_VERSION advance, table queryable
after initSchema, column shape, composite PK rejects duplicate
(take_id, domain), multi-domain assignment permitted, FK ON DELETE
CASCADE, CHECK rejects out-of-range confidence, index presence,
aggregator JOIN direction returns per-domain counts, sql/sqlFor.pglite
parity grep, backward-compat LEFT JOIN handles unassigned takes.

Plan: ~/.claude/plans/system-instruction-you-are-working-toasty-milner.md
First of 13 sequencing tasks in v0.41 lens packs + epistemology
unification wave (decisions D9-B → T1-B per codex challenge).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(contracts): IngestionSource.mode + pack manifest phases/calibration_domains (v0.41 T2+T3)

Two independent contract extensions, batched because both are pre-
requisites for T4 (pack YAML manifests) and T9 (cycle.ts orchestrator
gate). Neither is load-bearing alone; together they form the surface
the four lens-pack manifests will declare against.

T2 — IngestionSource.mode discriminator (codex outside-voice fix):
  src/core/ingestion/types.ts grows an optional `mode: 'trickle' |
  'migration'` field on IngestionSource. Defaults to 'trickle' when
  unset — v0.38 sources unchanged. New IngestionSourceMode export.
  src/core/ingestion/daemon.ts handleEmit() branches on the mode:
  trickle keeps the 24h DedupWindow.mark() path; migration bypasses
  dedup entirely (the source owns permanent slug-keyed idempotency
  via op_checkpoint or similar). Validation, rate limit, and dispatch
  apply uniformly to both modes.

  Why: the 24h content-hash dedup window is wrong for bulk historical
  migration. 24K wintermute pages over hours, retries days apart, and
  same-hash collisions across the window are expected. Trickle
  semantics (file-watcher, inbox-folder, webhook) want dedup to catch
  at-least-once replay; migration semantics want EVERY explicitly-
  emitted event to land because the source already gated it.

T3 — SchemaPackManifestSchema phases + calibration_domains:
  src/core/schema-pack/manifest-v1.ts grows two optional fields. New
  AGGREGATOR_KINDS closed enum (4 v1 algorithms: scalar_brier,
  weighted_brier, count_based, cluster_summary) backing
  AggregatorKind type. New CalibrationDomain {name, aggregator,
  page_types} schema with snake_case regex on name, .strict on extra
  fields, page_types.min(1).

  `phases: string[]` declares which cycle phases the active pack
  participates in (D4-B orchestrator gate; runCycle will consult this
  in T9). Validated as string here, against runtime CyclePhase union
  at the registry layer (avoids circular import). `borrow_from` does
  NOT borrow phases — each pack declares explicitly.

  `calibration_domains: CalibrationDomain[]` declares per-pack
  scorecard buckets. Closed registry of algorithm `aggregator` values
  keeps SQL injection surface closed; open `name` strings let third-
  party packs add domains without a gbrain release (T3 codex
  refinement of D6).

  Backward compat: both fields default to []. Existing v0.38 manifests
  parse unchanged (pinned by 2 regression cases).

Tests:
  test/ingestion/migration-mode.test.ts (8 cases): mode type accepts
  literals, defaults to trickle, daemon branches correctly across
  trickle/migration/default-undefined, validation still runs in
  migration mode, mixed dual-source independence.

  test/schema-pack-manifest-v041.test.ts (19 cases): aggregator enum
  shape, phases default + accept + reject (non-string, empty, non-
  array), calibration_domains default + accept (single + multi entry,
  multi page_types), reject (unknown aggregator, kebab/uppercase/
  digit-start names, empty page_types, unknown extra field), v0.38
  back-compat regressions.

  All 27 cases pass first-green after API surface alignment.

Plan: ~/.claude/plans/system-instruction-you-are-working-toasty-milner.md
Tasks T2 + T3 of 13 in v0.41 lens packs + epistemology unification wave.
Unblocks: T4 (pack manifests reference both fields), T9 (cycle.ts gate
reads phases:), T10 (calibration widening reads calibration_domains).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(packs): 4 bundled lens pack manifests + registry wiring (v0.41 T4)

Authors gbrain-creator + gbrain-investor + gbrain-engineer +
gbrain-everything as bundled YAML manifests in
src/core/schema-pack/base/, registers them in the BUNDLED array in
load-active.ts, exports AGGREGATOR_KINDS + AggregatorKind +
CalibrationDomain types through the schema-pack barrel.

gbrain-creator: atom (NEW page type) + concept (reuse from base).
  phases: [extract_atoms, synthesize_concepts]. One calibration
  domain: concept_themes / cluster_summary / [concept]. Retires
  wintermute's atom-pipeline-coordinator cron (T12 follow-up).

gbrain-investor: thesis + bet_resolution_log (NEW). Borrows
  deal/person/company/yc from base. No new cycle phases (consumes
  existing extract_facts/propose_takes/grade_takes pipeline). Three
  calibration domains: deal_success/scalar_brier/[deal],
  founder_evaluation/scalar_brier/[person], market_call/weighted_brier
  /[thesis]. Filing rules mirror wintermute's existing investing/deals
  + investing/theses + investing/bets layout.

gbrain-engineer: bridge-only per D8-C. ONLY declares `learning`
  page type (primitive: annotation); borrows code+project from base.
  No new cycle phases (gstack-learnings IngestionSource is daemon-
  side per T8). Three calibration domains: architecture_calls/
  scalar_brier/[code, learning], effort_estimates/weighted_brier/
  [project], risk_assessment/scalar_brier/[project].

gbrain-everything: meta-pack extending gbrain-investor + borrowing
  atom (from creator) + learning (from engineer). Codex outside-voice
  T4 resolution to the multi-lens problem: composes via the v0.38-
  shipped extends + borrow_from chain instead of inventing an
  active-multi-pack architecture. Single-active-pack constraint
  preserved. Explicitly re-declares phases + calibration_domains
  (borrow_from borrows types/link_types only — phases must be
  declared per pack per D4-B).

Frontmatter validators (atom_type closed 11-value enum, virality_
score range, etc.) are NOT declared in these manifests — that
contract surface (per-page-type frontmatter_validators on
PageTypeSchema) is a v0.42 follow-up filed in plan TODOs. For
v0.41, extract_atoms hardcodes the enum with a TODO comment
pointing at the eventual manifest read path (D11).

YAML parser caveat: src/core/schema-pack/loader.ts uses a hand-
rolled parseYamlMini (per loader.ts:86 explicit non-support of `|`
block scalars). Initial descriptions used `|` blocks and broke
parsing silently (description was 'literal "|"', everything after
collapsed). Reauthored to single-line "..." strings. Pinned by
the manifest-load tests asserting page_types/phases/calibration_
domains all resolve.

Tests:
  test/lens-pack-manifests.test.ts (31 cases): one file covers all
  4 packs to avoid 4x boilerplate. Pins parse cleanly, registry
  inclusion, per-pack page_types/phases/calibration_domains/filing_
  rules shape, every aggregator value falls in AGGREGATOR_KINDS,
  meta-pack unions correctly (7 calibration domains across all
  three lens packs).

Plan: ~/.claude/plans/system-instruction-you-are-working-toasty-milner.md
Task T4 of 13. Unblocks T5/T6 (phases now declared; phases read
from active pack at runtime), T7 (importer writes atom-typed
pages against creator manifest), T8 (gstack-learnings emits
learning-typed pages against engineer manifest), T9 (orchestrator
gate reads phases: declaration), T10 (calibration_profile walks
calibration_domains).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(cycle): orchestrator-level pack gate for lens-pack phases (v0.41 T9)

Wires extract_atoms + synthesize_concepts into runCycle with the D4-B
orchestrator-level pack gate. Five surgical edits to src/core/cycle.ts:

  1. CyclePhase union grows by 2 names.
  2. ALL_PHASES inserts extract_atoms after extract_facts (Haiku 3-check
     has fresh fact context, BEFORE resolve_symbol_edges to avoid
     interrupting the symbol resolution sweep mid-flight) and
     synthesize_concepts after patterns (cluster pass sees fresh
     cross-session themes).
  3. PHASE_SCOPE entries: extract_atoms='source' (per-source transcript
     walk), synthesize_concepts='global' (concept clusters cross sources
     by nature).
  4. NEEDS_LOCK_PHASES adds both (put_page writes mutate DB).
  5. runCycle dispatch blocks for both phases consult packDeclaresPhase
     before invoking. When the active pack doesn't declare the phase,
     skipped with reason='not_in_active_pack' marker. When it does,
     lazy-imports extract-atoms.ts / synthesize-concepts.ts and runs.

The packDeclaresPhase helper is new at module-private scope. Loads the
active pack via loadActivePack({cfg, remote:false}); reads
resolved.manifest.phases (local only — D4-B). Fail-open: any registry
error (pack not found, malformed manifest) returns false. Skipping >
crashing for an orchestrator gate.

Local-only phase semantics (not extends-chain inherited) preserves user
sovereignty: a downstream pack extending gbrain-creator may NOT want
extract_atoms to run (e.g. derives atoms differently). Inheriting phases
would force them into a no-op-or-fork choice. The gbrain-everything
meta-pack therefore RE-DECLARES creator's phases verbatim in its own
manifest, asserted by the T4 test.

Stub phase modules ship in this commit:
  src/core/cycle/extract-atoms.ts → returns skipped with reason=
    'stub_pending_t5'
  src/core/cycle/synthesize-concepts.ts → returns skipped with reason=
    'stub_pending_t6'

T5/T6 replace the stub bodies with real LLM-driven phases. The
orchestrator dispatch is fully wired today and exercised by the test.

Manifest schema follow-on: phases + calibration_domains were originally
.default([]) but the type narrowing broke v0.38 fixture casts in
test/schema-pack-{lint-rules,registry,registry-reload}.test.ts.
Reverted to .optional(); consumers apply `?? []` at the read site.
Same pattern as IngestionSource.mode in T2. Updated T3 + T4 tests
to use `!` non-null assertion at sites that explicitly declared the
fields (typechecker can't narrow array literals through optional
boundaries).

Tests:
  test/cycle-pack-gating.test.ts (19 cases, R-GATE IRON RULE):
  ALL_PHASES + PHASE_SCOPE shape, ordering invariants (extract_atoms
  after extract_facts, synthesize_concepts after patterns), exhaustive
  PHASE_SCOPE map, NEEDS_LOCK_PHASES static-source assertion (both new
  phases included), dispatch consults packDeclaresPhase for BOTH new
  phases (and ONLY those two), packDeclaresPhase helper exists +
  reads manifest.phases (not merged chain) + fail-open returns false
  on catch, pre-existing 17 phases NEVER consult packDeclaresPhase
  (extract_facts + calibration_profile spot-checked), not_in_active_pack
  reason marker appears exactly 2x (semantic consistency across
  both gated phases).

  Adjacent test fixes: T3 + T4 tests updated for optional-field
  semantics. T2 dispatch type narrowed to DispatchOutcome shape from
  daemon.ts ({kind: 'queued'} for success path).

89/89 across T1+T2+T3+T4+T9 tests pass; typecheck clean.

Plan: ~/.claude/plans/system-instruction-you-are-working-toasty-milner.md
Task T9 of 13. Unblocks: T5 (extract-atoms.ts body replaces stub),
T6 (synthesize-concepts.ts body replaces stub).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(calibration): domain_scorecards widening + 4 aggregators (v0.41 T10)

Replaces the v0.36.1.0 placeholder `JSON.stringify({})` in
calibration-profile.ts:336 with a real aggregator pass over the active
pack's calibration_domains declarations. domain_scorecards JSONB now
populates per declared domain with {n, brier, accuracy, aggregator,
page_types, extras}.

New module: src/core/calibration/domain-aggregators.ts
  - aggregateDomainScorecards(engine, holder, domains, sourceId) → JSONB-shape
  - 4 aggregator implementations matching the AggregatorKind closed enum:
    - scalar_brier: AVG(POWER(weight - outcome::int, 2)). The default for
      most predictive domains. Filters by holder + page_types +
      resolved_outcome IS NOT NULL + active=TRUE + source_id.
    - weighted_brier: Brier weighted by ABS(weight - 0.5) * 2 (conviction
      proxy since takes table has no separate confidence column). A
      0.95-conviction miss weights 9x more than a 0.55-conviction one.
      Matches the investor pack's market_call semantics.
    - count_based: simple SUM(hit)/COUNT(*) accuracy without Brier.
      For domains where probability isn't natural.
    - cluster_summary: page count + tier histogram via
      frontmatter->>'tier' JSONB read. For concept_themes where there's
      no binary outcome to score. Returns {n, tier_counts: {T1, T2,
      T3, T4}}.

Wiring in src/core/cycle/calibration-profile.ts:
  Try/catch wraps the loadActivePack → aggregator chain. Empty {}
  scorecard on any pack-resolution error (R1 IRON RULE: byte-identical
  v0.36.1.0 baseline when no active pack declares domains). Warning
  appended to result.warnings so doctor surfaces silent failures
  instead of crashing the phase.

Per-domain fail-soft: aggregateOneDomain's try/catch returns
{n: 0, brier: null, accuracy: null, extras: {error}} for any single
malformed domain. The other domains still aggregate. Phase keeps
running.

Tests (test/domain-aggregators.test.ts, 13 cases):
  - R1 IRON RULE: empty domain list returns {} (byte-identical)
  - scalar_brier: empty no-takes returns n:0/null/null; 2-take
    Brier computed correctly (0.5 over (0, 1) sq_errs); accuracy
    matches weight>=0.5 hit/miss; filters by holder; filters by
    page_types; ignores unresolved takes
  - weighted_brier: high-conviction miss weighted 9x more; accuracy
    independent of conviction weighting
  - count_based: accuracy without Brier
  - cluster_summary: tier histogram from frontmatter; zero-concepts
    returns n:0 + all-zero tiers
  - Multi-domain: aggregates all declared in one call
  - Fail-soft per domain: nonexistent page_type produces n:0 without
    blocking other domains

89/89 across T1+T2+T3+T4+T9+T10 tests; typecheck clean.

Plan: ~/.claude/plans/system-instruction-you-are-working-toasty-milner.md
Task T10 of 13. The propose_takes-side wiring (populate
take_domain_assignments at write time from active pack's page_type→
domain mapping) is deferred to T5/T6 phase implementations, since
they are the natural producers of takes. Manual propose_takes via
fence write covers the operator path. v0.42+ adds a takes-fence
parser extension to read domain[] from fence rows.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(ingestion): gstack-learnings bridge source (v0.41 T8)

Implements GstackLearningsSource — the daemon-side IngestionSource
that watches ~/.gstack/projects/{repo}/learnings.jsonl and emits
each new line as a `learning`-typed IngestionEvent.

Closes the v0.40-and-earlier gap where gstack's typed engineering
knowledge base (7 learning types: pattern, pitfall, preference,
architecture, tool, operational, investigation) lived in JSONL files
the brain never queried. After T8 + the engineer-pack manifest
activation, every gstack-logged learning surfaces as a first-class
gbrain page within seconds of being written.

Lifecycle:
  - constructor: discovers JSONL files via ~/.gstack/projects/*&#47;
    learnings.jsonl (cross-project mode, default) or just the current
    project (per-project mode). Test seam: _readFile/_existsSync/_skipWatch.
  - start(ctx): seeds seenLines with content_hashes of EVERY existing
    line so first-run-after-install does NOT replay thousands of
    historical lines as fresh emits. Then installs fs.watch handlers
    (one per discovered file) that fire rescanFile on 'change'.
  - rescanFile: O(N) per change event; re-reads the whole file,
    canonical-JSON content_hash on each line, emits any line not in
    seenLines. Malformed JSONL lines skip+warn.
  - stop(): closes all watchers; JSONL state preserved (gstack owns
    the files, gbrain only reads).
  - healthCheck(): reports warn when no files discovered (gstack not
    installed) OR when watched files have disappeared; ok otherwise
    with counter of lines seen.

mode: 'trickle' (the v0.41 T2 default). Line-level content_hash via
canonical-JSON serialization means whitespace reformatting doesn't
trigger re-emit. Re-emit of an identical line is a silent dedup hit
via the daemon's 24h DedupWindow (T2 trickle path).

Frontmatter rendered into the emitted markdown body preserves the
original JSONL fields verbatim: type=learning, learning_type
(one of the 7 types), confidence (1-10), source (one of: observed,
user-stated, inferred, cross-model), skill, key, optional files[]
+ branch + ts. Body is `# <key>\n\n<insight>` so search hits surface
the insight prose against semantic queries.

Pack activation: this source is intended to register with the daemon
when the active pack is gbrain-engineer or gbrain-everything (which
borrows learning from engineer). The daemon's startup probe layer
that consults active pack's page_types to decide which built-in
sources to construct lands in a follow-up wave; for now the source
is wired and tested but not auto-activated.

Tests (test/ingestion/gstack-learnings.test.ts, 14 cases):
  - Basic contract: mode='trickle', id includes pid, kind='gstack-learnings'
  - Start seeds seenLines (historical lines NOT replayed)
  - Malformed JSONL lines skip without crashing
  - Blank lines + trailing newlines OK
  - emitLine: new line emits, identical line is silent dedup hit
  - Emitted body carries proper frontmatter (type, learning_type,
    confidence, source, skill, key, files, branch, ts)
  - Canonical-JSON content_hash dedup (whitespace reformat = hit)
  - healthCheck warn/ok states
  - describePaths diagnostic per-file existence + size

All 14 pass; typecheck clean.

Plan: ~/.claude/plans/system-instruction-you-are-working-toasty-milner.md
Task T8 of 13.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(ingestion): wintermute-greenfield migration-mode importer (v0.41 T7)

Implements WintermuteGreenfieldSource — the one-shot bulk importer
for migrating the user's existing wintermute brain (13K atoms + 11K
concepts + ~30 ideas) into gbrain via the v0.41 lens packs.

mode: 'migration' (per T2 codex outside-voice challenge): bypasses
the 24h DedupWindow trickle dedup. Permanent slug-keyed idempotency
is owned by op_checkpoint (caller-wired via gbrain capture --source
wintermute-greenfield) + the imported_from frontmatter marker that
gates re-extraction by extract_atoms + synthesize_concepts (D7).

@one-shot doc comment per D10: this module stays in src/core/
ingestion/sources/ forever, not deleted post-migration. Future
similar migrations (other downstream agents, brain merges, schema-
pack upgrades) reuse the IngestionSource pattern shipped here.
Deleting the working example is short-sighted.

Walk:
  - ~/git/brain/atoms/{YYYY-MM-DD}/*.md (atoms, date-bucketed)
  - ~/git/brain/concepts/*.md (concepts, flat)
  - ~/git/brain/ideas/*.md (ideas, flat)
  Recursive directory walk via injected _readdirSync + _statSync
  (test seam). Alphabetical sort by relative path so --limit
  produces deterministic slices.

Per file:
  1. Read content; gray-matter parses frontmatter + body
  2. Skip when no `type:` frontmatter (skipped_no_type — not invalid,
     just not a gbrain page)
  3. Stamp imported_from='wintermute-greenfield' + imported_at ISO
     timestamp; preserve ALL other frontmatter fields verbatim
  4. Re-stringify via matter.stringify
  5. Emit IngestionEvent with content_type='text/markdown',
     untrusted_payload=false (local user-owned files), metadata
     carrying slug + page_type + original_path + original_frontmatter
     + importer + importer_version

Per-row validation failure → JSONL audit at
~/.gbrain/audit/wintermute-greenfield-failures-YYYY-Www.jsonl per
D12. Failed-file processing continues (don't fail-fast on one bad
row). Audit dir created lazily via mkdirSync recursive on first
write.

CLI flags supported via opts:
  --dry-run: walks + validates + stamps but doesn't emit
  --limit N: processes only the first N files (alphabetical)

The CLI surface lands via gbrain capture --source wintermute-greenfield
in a follow-up commit (capture.ts allow-list extension); for now the
source is instantiable + testable but not registered with the daemon.

Tests (test/ingestion/wintermute-greenfield.test.ts, 16 cases):
  - Basic contract: mode='migration', kind, start throws on missing
    repo
  - Walk: atoms+concepts+ideas, all 3 dirs visited
  - Frontmatter stamping: imported_from marker + imported_at present;
    original fields preserved (virality_score, source_slug, etc.)
  - Event shape: source_id/source_kind/source_uri/content_type/
    untrusted_payload all correct
  - Metadata: slug/page_type/original_path/original_frontmatter/
    importer/importer_version
  - Validation: no-type counts as skipped_no_type (not invalid);
    audit JSONL not appended for benign skips
  - Dry-run: counts tracked but no events emitted (3 stats but 0
    ctx.emitted)
  - --limit: only N files processed
  - Deterministic ordering: alphabetical relative-path sort means
    --limit 1 always picks the alphabetically-first file
  - healthCheck: ok after clean run; warn before start

All 16 pass; typecheck clean.

Plan: ~/.claude/plans/system-instruction-you-are-working-toasty-milner.md
Task T7 of 13.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(cycle): extract_atoms + synthesize_concepts minimal-viable bodies (v0.41 T5+T6)

Replaces the T9-shipped stub modules with working LLM-driven phase
bodies. v0.41 ships the right SHAPE — Haiku per transcript producing
1-3 atoms, atoms grouped by concept frontmatter ref, tier assignment
by count, Sonnet narrative for T1/T2. The richer 3-check quality gate
(truism/punchline/entity multi-pass), embedding-similarity dedup, voice
gate integration, op_checkpoint resumability all land in v0.41.1+ —
filed as inline TODOs and plan follow-ups.

T5 extract_atoms (src/core/cycle/extract-atoms.ts):
  - Takes transcripts via _transcripts test seam OR discoverTranscripts
    production path (lazy-imports transcript-discovery.ts to avoid
    circular module loads through cycle.ts).
  - Per transcript: ONE Haiku call with the 11-value atom_type enum
    embedded in the prompt (matches gbrain-creator.yaml declaration;
    v0.42 reads from active pack manifest at runtime per D11).
  - parseAtomsResponse tolerates markdown fences + trailing prose;
    rejects invalid atom_type values; clamps virality_score to [0,100];
    rejects malformed entries silently (skip don't crash).
  - Per atom: putPage atom-typed page under atoms/{YYYY-MM-DD}/
    {slug-from-title}. Frontmatter preserves atom_type, source_quote,
    lesson, virality_score, emotional_register from the LLM output.
  - Budget cap $0.30/source/run (DEFAULT_BUDGET_USD); over-budget
    transcripts counted as budget-skipped, phase returns status='warn'
    if any failures occurred.
  - Source-scoped: opts.sourceId routes corpus dir + write target.
  - dry-run: counts but doesn't writePages.
  - Failures tracked per-transcript without halting the run.

T6 synthesize_concepts (src/core/cycle/synthesize-concepts.ts):
  - Takes atoms via _atoms test seam OR DB query for type='atom' pages
    excluding imported_from frontmatter marker (D7 skip).
  - Groups atoms by frontmatter `concepts:` array ref.
  - Tier by count: T1 >=10, T2 >=5, T3 >=2, T4 deferred (no <2 groups).
  - T1/T2 groups: Sonnet call with up to 10 sample titles + 5 sample
    bodies → 1-paragraph narrative. Budget cap $1.50/run; over-budget
    or LLM-failed groups fall back to deterministic narrative.
  - T3 groups: deterministic narrative (no LLM call).
  - Per group: putPage concept-typed page at concepts/{title-from-slug}
    with tier + mention_count + composite_score frontmatter.
  - dry-run + yieldDuringPhase honored.

Tests (test/cycle/extract-atoms-synthesize-concepts.test.ts, 19 cases):
  parseAtomsResponse: well-formed JSON, markdown fences stripped,
  trailing prose tolerated, invalid atom_type rejected, missing fields
  rejected, garbage returns [], all 11 atom_type values accepted,
  virality_score clamped to [0,100].

  runPhaseExtractAtoms: no-op without transcripts, extracts via stub
  chat + writes pages, dry-run counts without writing, failures
  tracked per-transcript without halting.

  runPhaseSynthesizeConcepts: no-op without atoms, groups by concept
  ref + tier assignment by count (T1=12 atoms, T2=6, T3=3), atoms
  without concept refs filtered out, <T3 threshold (1 atom) filtered,
  T3 uses deterministic (no LLM call), dry-run counts without writing,
  T1 narrative comes from LLM stub verbatim.

All 19 pass; typecheck clean.

Plan: ~/.claude/plans/system-instruction-you-are-working-toasty-milner.md
Tasks T5 + T6 of 13. v0.41.1 follow-ups inline:
  - extract_atoms: read atom_type enum from active pack at runtime (D11)
  - extract_atoms: 3-check quality gate as multi-pass refinement
  - synthesize_concepts: embedding-similarity dedup (currently exact-
    string concept ref match only)
  - synthesize_concepts: voice gate for T1 Canon narratives
  - Both: op_checkpoint resumability for cross-cycle continuation

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs(v0.41): CHANGELOG + lens-packs architecture + wintermute migration guide + eval scaffolds (T11+T12+T13)

Closes out the v0.41 lens packs + epistemology unification wave with
docs, eval command surfaces, and the version bump. Three tasks batched
because each is small standalone:

T11 — 3 eval command scaffolds:
  src/commands/eval-extract-atoms.ts
  src/commands/eval-synthesize-concepts.ts
  src/commands/eval-wintermute-greenfield.ts

  Each command surfaces the stable schema_version=1 envelope shape
  with status='not_yet_implemented' for v0.41. The real parity-baseline
  implementations (compare new phase output against wintermute's
  existing 13K atoms + 11K concepts on a 500-page sample subset; pass
  rate floor enforcement on greenfield import) land in v0.41.1. The
  scaffolds let users discover the commands AND give the v0.41.1 work
  a clear extension point. Pinned by 7 scaffold tests.

T12 — wintermute-side cleanup deferred to wintermute repo:
  The wintermute-side edits (shrink content-atom-extractor +
  concept-synthesis SKILL.md to thin wrappers; delete atom-backfill-
  coordinator; retire atom-pipeline-coordinator + atom-backfill-
  coordinator cron entries) live in ~/git/wintermute, not this repo.
  The migration guide (docs/migrations/v0.41-wintermute-greenfield.md
  below) documents the cleanup steps. Operator runs them after
  verifying the greenfield import.

T13 — Documentation:
  CHANGELOG.md: full v0.41.0.0 entry in the GStack/Garry voice with
  ELI10 lead, locked-decisions narrative explaining the 4 codex
  outside-voice tensions that reshaped the design, To-take-advantage-
  of-v0.41 paste-ready upgrade commands, itemized changes covering
  all 13 plan tasks, v0.41.1 follow-ups list.

  docs/architecture/lens-packs.md: four-pack diagram (creator/
  investor/engineer/everything via extends+borrow chain), per-pack
  shape (page types, phases, calibration domains), calibration
  profile widening + 4 aggregator algorithms (scalar_brier /
  weighted_brier / count_based / cluster_summary), take_domain_
  assignments table explanation, v0.41.1 follow-ups.

  docs/migrations/v0.41-wintermute-greenfield.md: operator guide
  for the bulk 24K-page migration. Dry-run flow, audit JSONL
  inspection, the actual import command, post-import verification,
  retiring wintermute's parallel atom-pipeline-coordinator + atom-
  backfill-coordinator crons, rollback procedure, re-running after
  partial failures.

Version bump: VERSION + package.json → 0.41.0.0.

All 158 tests across 10 v0.41 test files pass; typecheck clean.

Plan: ~/.claude/plans/system-instruction-you-are-working-toasty-milner.md
Final tasks T11 + T12 + T13 of 13. Wave shipped end-to-end across
11 commits on this branch:
  9e17d007  T1: migration v93 take_domain_assignments
  f4b2648b  T2+T3: IngestionSource.mode + manifest schema extensions
  cefaad31  T4: 4 bundled lens pack manifests
  1850613e  T9: cycle.ts orchestrator-level pack gate
  c6f33491  T10: calibration_profile widening + 4 aggregators
  d1964ef2  T8: gstack-learnings bridge source
  adcaf4ac  T7: wintermute-greenfield migration-mode importer
  0318229f  T5+T6: extract_atoms + synthesize_concepts bodies
  (this)    T11+T12+T13: eval scaffolds + docs + version bump

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(tests): bump phase-count assertions from 17→19 (v0.41 follow-on)

v0.41 added extract_atoms + synthesize_concepts to ALL_PHASES.
Three existing tests pinned the count at 17 via load-bearing
regression assertions:

  test/phase-scope-coverage.test.ts:48-49
    expect(ALL_PHASES.length).toBe(17)
    expect(Object.keys(PHASE_SCOPE).length).toBe(17)

  test/core/cycle.serial.test.ts:393
    expect(hookCalls).toBe(17)  // yieldBetweenPhases hook fires per phase

  test/core/cycle.serial.test.ts:406
    expect(report.phases.length).toBe(17)

  test/e2e/cycle.test.ts:110
    expect(report.phases.length).toBe(17)

These are the correct fix: the assertions exist precisely to catch
this case (a PR that adds a phase without updating downstream
consumers). The wave's v0.41 commit (T9) updated ALL_PHASES but
missed these three sites. Updating them to 19 with comment
breadcrumbs preserving the version history (v0.26.5 → 9,
v0.29 → 10, v0.31 → 11, v0.32.2 → 12, v0.33.3 → 13,
v0.36.1.0 → 16, v0.39.0.0 → 17, v0.41.0.0 → 19).

Without this fix: full unit test suite (`bun run test`) shows 3
failures from these assertions. Underlying v0.41 logic was already
green; this is pure pin-bumping.

After fix: 9059 unit tests pass. 0 actual test failures. (3 shard
wedges remain from unrelated long-running parallel-runner tests
that exceed the 600s per-shard cap — infra concern, not test
logic, pre-dates this wave.)

Plan: ~/.claude/plans/system-instruction-you-are-working-toasty-milner.md
Wave gate: all 13 plan tasks done; all v0.41 tests pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(e2e): update EXPECTED_PHASES for v0.41 (extract_atoms + synthesize_concepts + schema-suggest)

E2E test/e2e/dream-cycle-phase-order-pglite.test.ts pinned the canonical
phase sequence at 16 entries. v0.41 added extract_atoms (after
extract_facts) and synthesize_concepts (after patterns); v0.39 had
already added schema-suggest between orphans and purge. EXPECTED_PHASES
was missing all three.

This is the correct fix — the test exists specifically to catch a PR
that adds a phase without updating consumers, and it fired exactly as
designed. Updating EXPECTED_PHASES to the v0.41 19-phase sequence with
comment breadcrumbs (v0.39.0.0 schema-suggest, v0.41.0.0 extract_atoms
+ synthesize_concepts).

Verification (run with --timeout 60000 per E2E convention):
  DATABASE_URL=postgresql://postgres:postgres@localhost:5434/gbrain_test \
    bun test test/e2e/dream-cycle-phase-order-pglite.test.ts --timeout 60000
  → 5 pass, 0 fail

Other E2E failures observed in the full run are pre-existing /
environmental and not v0.41 regressions:
  - dream-synthesize-chunking: existing flake (synthesize details
    shape under withoutAnthropicKey)
  - fresh-install-pglite: env has multiple embedding providers
    configured; requires explicit --embedding-model disambiguation
  - http-transport: last_used_at debounce timing flake
  - ingestion-roundtrip: file-watcher trickle-mode timing flake
  - mechanical: gbrain doctor exits 1 because user's persistent
    ~/.gbrain has wedged migrations + reranker auth warnings
  - autopilot-fanout-postgres: pre-existing dispatch-selector
    timestamp semantics

None of those 6 are touched by the v0.41 wave. Filing them as
unrelated maintenance items.

Plan: ~/.claude/plans/system-instruction-you-are-working-toasty-milner.md
Wave gate: 13 plan tasks done; v0.41 unit tests green; v0.41 E2E
green; pre-existing E2E flakes unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(e2e): 4 root-cause fixes for pre-existing E2E flakes (master polish)

After merging origin/master (which landed v0.40.8.0's flake-fix wave),
re-ran the 6 E2E files previously called out as pre-existing failures.
v0.40.8.0 had already fixed 3; the remaining 3 had real root causes:

1. autopilot-fanout-postgres — hardcoded date 2026-05-22 was 30min ago
   when the test was written; today (2026-05-24) it's 2 days past the
   60-min freshness window. selectSourcesForDispatch correctly classifies
   the source as STALE (dispatch.length=1) instead of FRESH (length=0).
   Fix: replace literal date with Date.now() - 30 * 60 * 1000 so the
   timestamp stays relative-fresh forever.

2. ingestion-roundtrip — chokidar cross-test contamination on macOS
   FSEvents. Tests share OS-level fd resources across describe blocks;
   the first test's watcher hasn't fully released when the second
   test's watcher attaches, so the new watcher's events queue behind
   pending cleanup and the waitFor(15s) for the first file drop times
   out. Fixes:
     - Move fs.mkdirSync(inboxDir) BEFORE createInboxFolderSource +
       daemon.start to eliminate the chokidar attach race (chokidar
       can watch non-existent dirs but the timing is unreliable
       under test load).
     - Add 200ms grace period in beforeEach after resetPgliteState
       to let prior watchers fully release FSEvents handles.
     - mkdirSync both inboxA + inboxB BEFORE source registration in
       the multi-source test (same race shape).
     - Bump waitFor timeouts 6s → 15s for fs.watch flake tolerance.

3. fresh-install-pglite — dev machines with multi-provider env
   (OPENAI_API_KEY + VOYAGE_API_KEY + ZEROENTROPY_API_KEY set in zsh)
   fail init's disambiguation gate with "Multiple embedding providers
   env-ready". The test sets ZE_API_KEY but doesn't NEGATE the others.
   Fix: beforeEach saves + clears OPENAI_API_KEY + VOYAGE_API_KEY so
   init sees only ZE. afterEach restores. Hermetic per dev machine.

4. dream-synthesize-chunking — TIER_DEFAULTS + DEFAULT_ALIASES in
   src/core/model-config.ts had BARE Anthropic model ids (e.g.
   'claude-sonnet-4-6' instead of 'anthropic:claude-sonnet-4-6'). The
   v0.40.8+ subagent queue's classifyCapabilities() now validates that
   submitted models have a provider prefix via resolveRecipe(), which
   throws "unknown provider" on bare ids. The synthesize phase
   resolveModel → bare 'claude-sonnet-4-6' → submit_job → REJECT →
   phase 'fail' status with empty details (test expected children_submitted=1).
   Fix: prefix all 4 TIER_DEFAULTS + 5 DEFAULT_ALIASES with their
   provider (anthropic:claude-*, google:gemini-3-pro, openai:gpt-5).
   Production paths already worked because user pack manifests have
   explicit `models.tier.subagent = anthropic:...`; only the fallback
   path (used in tests with no API key + no model config) hit the
   bare-id format and broke.

Verification (all run against DATABASE_URL=...:5434/gbrain_test):
  test/e2e/autopilot-fanout-postgres.test.ts → 6/6 pass
  test/e2e/dream-cycle-phase-order-pglite.test.ts → 5/5 pass
  test/e2e/dream-synthesize-chunking.test.ts → 4/4 pass
  test/e2e/fresh-install-pglite.test.ts → 2/2 pass
  test/e2e/http-transport.test.ts → 8/8 pass
  test/e2e/ingestion-roundtrip.test.ts → 3/3 pass
  test/e2e/mechanical.test.ts → 78/78 pass
  Total: 106/106 pass, 0 fail.

Adjacent unit tests verified green:
  test/anthropic-model-ids.test.ts → 6/6 pass
  test/model-config.serial.test.ts → 19/19 pass

typecheck clean.

Plan: v0.41 wave (~/.claude/plans/system-instruction-you-are-working-toasty-milner.md).
Post-merge polish — every E2E failure surfaced in the v0.41 ship reports is now green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* chore(v0.42.0.0): privacy sweep + queue rebump + 5 pre-existing test fixes

Privacy: rename `wintermute-greenfield` → `markdown-greenfield` identifier
across 13 files + 4 file renames per CLAUDE.md:550 (banned private-fork name
in public artifacts). Identifier shipped through the lens-pack wave as the
long-lived migration-mode source kind; sweep includes class names
(MarkdownGreenfieldSource), frontmatter marker, audit JSONL path, eval
command, and operator doc filename. Reframe contextual mentions per
OpenClaw substitution rule ("your OpenClaw"/"upstream OpenClaw").

Queue: rebump v0.41.0.0 → v0.42.0.0 (PR #1352 claims v0.41.0.0 in queue);
sweeps 38 v0.41 → v0.42 references across branch-introduced files; renames
docs/migrations/v0.41-markdown-greenfield.md → v0.42-markdown-greenfield.md,
test/schema-pack-manifest-v041.test.ts → -v042, test/eval-v041-scaffolds →
test/eval-v042-scaffolds. Pre-existing master files referencing v0.41 left
untouched (those describe master's own anticipated wave).

Test fixes (5 pre-existing failures + 1 shard wedge, all unrelated to lens
packs but caught by the post-merge run):
- src/core/anthropic-pricing.ts: estimateMaxCostUsd strips `anthropic:`
  provider prefix before ANTHROPIC_PRICING lookup. v0.31.12 introduced
  provider-prefixed model strings; the budget meter wasn't updated and
  fell through to BUDGET_METER_NO_PRICING (budget gate disabled), letting
  auto-think submissions complete when the test expected budget exhaustion
  to force partial/skipped.
- test/longmemeval-trajectory-routing.test.ts: perf-gate cap 10s → 30s.
  Test runs ~4s isolated; parallel-shard CPU contention pushes it to 16s.
  30s still catches genuine cold-path regressions.
- test/search/embedding-column.test.ts → .serial.test.ts: quarantine to
  serial pass (depends on gateway module-state set by bunfig.toml preload;
  other parallel tests' resetGateway() leaves stale state).
- scripts/run-unit-parallel.sh: SHARD_TIMEOUT 600s → 900s. Shard 8's
  migration test suite runs 1369 tests in 807s (all pass); 600s wrapper
  cap was killing healthy shards.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* docs: update project documentation for v0.42.0.0

Sweep v0.41 → v0.42.0.0 drift across the wave's release-summary and the
two new doc files. The wave shipped under its planning-time name (v0.41);
the queue rebump to v0.42.0.0 left a handful of factual references
pointing at the wrong version.

- CHANGELOG.md v0.42.0.0 entry: doc-ref filename, follow-up version
  label, and 4 in-prose v0.41 cites corrected to v0.42.0.0 / v0.42.0.1.
- docs/architecture/lens-packs.md: title + body + follow-up section
  corrected to v0.42.0.0 / v0.42.0.1.
- docs/migrations/v0.42-markdown-greenfield.md: title + upgrade
  command text corrected to v0.42.0.0; fixed two prose typos
  ("your existing your OpenClaw" → "your existing OpenClaw";
   "The your OpenClaw skills" → "The OpenClaw skills").

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* chore: rebump v0.42.0.0 → v0.41.2.0 (per user; patch slot on v0.41 line)

PRs #1352 and #1367 both claim v0.41.0.0 in queue (the .0 slot is contested);
v0.41.2.0 is unclaimed and represents this wave as a PATCH on the v0.41 line
rather than a separate minor wave.

Sweeps v0.42.0.0 → v0.41.2.0 across CHANGELOG + 2 docs + 4 yaml + 4 ts + 2
test files; renames docs/migrations/v0.42-markdown-greenfield.md →
v0.41.2-markdown-greenfield.md and 2 test files (-v042 → -v041_2).

Wave-identity tags ("v0.41 T4" etc) in test/code comments correctly
preserved — this IS a v0.41 wave patch, not a new wave. macOS sed `\b`
limitation means those tags were never converted in the first place;
verified intentional preservation.

Forward references to v0.42 in TODOS.md + CHANGELOG D3 section + future-
wave declarations in code comments are untouched (they describe the NEXT
minor wave, not this one).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(audit-writer): route log() to event-ts ISO-week file, not wall-clock now

CI shard 3 failed `createAuditWriter — readRecent() > returns events from
current week, filtered by ts cutoff` at audit-writer.test.ts:229 with
`Expected: 2, Received: 0`.

Root cause: `log()` computed the destination filename from `new Date()`
(wall-clock now) instead of the event's own `ts`. Back-dated events
(written with an explicit ts in the past) landed in the wrong ISO-week
file. `readRecent(days, now)` walks the current + previous week files
keyed on `now`, so events whose own ts pointed at a different week
became unreachable.

The test passes ts=2026-05-21/16/14 and now=2026-05-22 (week 21 + 20).
CI runs on wall-clock 2026-05-25 (week 22). The writer routed all 3
events to the week-22 file; readRecent walked weeks 21 + 20 and found
0 events. Locally on 2026-05-22 the bug was invisible because
wall-clock-now and event-ts fell in the same week.

Fix in src/core/audit/audit-writer.ts:log(): derive the destination
filename from `new Date(ts)` (the event's ts) so events always land in
their own ISO-week file. NaN-guard falls back to wall-clock-now on
unparseable ts.

Test update at test/audit/audit-writer.test.ts:132: the 'honors
caller-supplied ts override' case had encoded the bug as a contract
("writer.log writes to current-week file regardless of event ts").
Updated to compute the file path from the event's ts, matching the
corrected behavior.

All 22 audit-writer tests pass. All 103 audit-writer-consumer tests
(rerank, phantom, slug-fallback, shell, supervisor, content-sanity,
graph-signals-failures, bench-publish) pass — none of them assert on
the file path the writer chose; they all read via readRecent.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-24 22:56:21 -07:00
d28be5d091 v0.40.4.0 feat(search): selective graph signals + per-stage attribution + audit-writer unification (#1300)
* v0.40.4.0 T1: shared audit-writer primitive

Extract createAuditWriter() helper. Five hand-rolled JSONL audit
modules (rerank-audit, shell-audit, supervisor-audit, audit-slug-
fallback, phantom-audit) duplicated the same ISO-week filename math,
best-effort write loop, and read-current-plus-previous-week loop.
T2 refactors all 5 onto this primitive.

Behavior preservation: filename format, JSONL line shape, mkdir
recursive, appendFileSync utf8, stderr-on-failure all byte-identical
to the existing modules so their tests pass unchanged.

resolveAuditDir() moves here from shell-audit.ts; shell-audit.ts
will re-export for back-compat (T2). Honors GBRAIN_AUDIT_DIR with
whitespace-trim, falls back to ~/.gbrain/audit/.

Test coverage: 22 cases covering ISO-week math + year-boundary edges
(2027-01-01 → 2026-W53), env override, mkdir-recursive, fail-open
stderr-warn shape, cross-week readback, corrupt-row skip, non-finite-
ts skip, round-trip with nested fields, computeFilename + resolveDir
accessors.

Plan ref: D5=B audit unification cathedral expansion.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 T2: refactor 5 audit modules onto shared writer

Replace the duplicated ISO-week filename math + best-effort write loop
+ read-current-plus-previous-week loop in:
  - src/core/rerank-audit.ts (rerank-failures-*.jsonl)
  - src/core/audit-slug-fallback.ts (slug-fallback-*.jsonl)
  - src/core/minions/handlers/shell-audit.ts (shell-jobs-*.jsonl)
  - src/core/minions/handlers/supervisor-audit.ts (supervisor-*.jsonl)
  - src/core/facts/phantom-audit.ts (phantoms-*.jsonl)

All five now delegate file I/O to createAuditWriter from T1. Public
API preserved bit-for-bit:
  - logRerankFailure, readRecentRerankFailures, computeRerankAuditFilename
  - logSlugFallback, readRecentSlugFallbacks, computeSlugFallbackAuditFilename
  - logShellSubmission, computeAuditFilename, resolveAuditDir
  - writeSupervisorEvent, readSupervisorEvents, computeSupervisorAuditFilename
    plus isCrashExit, summarizeCrashes, CrashSummary (domain-specific
    helpers stay in supervisor-audit.ts; only file I/O moves)
  - logPhantomEvent, readRecentPhantomEvents, computePhantomAuditFilename

Domain-specific behavior preserved:
  - audit-slug-fallback emits per-call stderr (D7 dual logging) in the
    caller; the shared writer is failure-only stderr
  - rerank-audit truncates error_summary to 200 chars before write
  - phantom-audit spreads optional fields conditionally (skip undefined)
  - supervisor-audit keeps single-file readback (no cross-week walk)
    to preserve pre-v0.40.4 doctor assertions

resolveAuditDir lives in src/core/audit/audit-writer.ts; shell-audit.ts
re-exports it so existing imports keep working (every other audit
module + gbrain-home-isolation.test.ts + minions.test.ts +
minions-shell.test.ts pull resolveAuditDir from shell-audit.ts).

Operator-visible drift: rerank-audit stderr line drops the
'rerank-failure audit' qualifier — was '[gbrain] rerank-failure audit
write failed (...)' now '[gbrain] write failed (...); search continues'.
Stderr is human-debugging, not machine-parsed; the file written gives
the qualifier away in `tail -f audit/*`.

Test coverage: 128/128 audit-touching tests pass unchanged.

Plan ref: D5=B audit unification cathedral expansion.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 T3: getAdjacencyBoosts engine method (PG+PGLite parity)

Add BrainEngine.getAdjacencyBoosts(pageIds) returning Map<page_id,
AdjacencyRow{hits, cross_source_hits}>. Returns ALL pages with
hits >= 1 (callers apply their own threshold).

Cross-source semantic (D15=A): cross_source_hits EXCLUDES the target
page's own source. A page in source A linked from 2 pages in source A
reports cross_source_hits = 0. Linked from 1 in source B + 1 in
source C reports 2.

Source-scope contract: pageIds MUST already be source-scoped by the
caller. Method does NOT filter by source_id. The in-set restriction
makes cross-source leakage impossible by construction. JSDoc spells
this out; same trust posture as cosineReScore's chunk_id handling.

COALESCE(p.source_id, 'default') on both target and from-page sides
for defense-in-depth even though pages.source_id is NOT NULL today.

JSDoc/SQL contract alignment (codex #2): HAVING >= 1 matches the
"returns ALL pages with hits >= 1" contract; threshold of 2 is the
caller's call in applyGraphSignals.

Known limitation (codex #15): cross_source_hits cannot distinguish
"genuinely linked from another team" from "mirrored imports from
another source." T-todo-4 captures the v0.41+ refinement.

SearchResult type extension (D4=A flat fields, D12=A attribution):
  - graph_adjacency_hits, graph_cross_source_hits,
    graph_session_demoted, graph_session_prefix
  - base_score, backlink_boost, salience_boost, recency_boost,
    exact_match_boost, graph_adjacency_boost, graph_cross_source_boost,
    session_demote_factor, reranker_delta
All optional; T4-T6 populate them.

Test coverage: 7/7 hermetic PGLite cases. Empty input, singleton,
same-source hub, cross-source attribution including the
"linked-only-from-other-source" case (widget in source b, linked
from alice+bob in source a → cross_source_hits=1), JSDoc HAVING>=1
contract. Postgres parity asserted by SQL-shape identity (will get a
mirror Postgres E2E in T10's eval gate work via DATABASE_URL when
set; PGLite hermetic case shipped now).

NULL source_id COALESCE branch noted as untestable in current PGLite
schema (pages.source_id is NOT NULL); kept as defense-in-depth.

Plan ref: T3 in v0.40.4.0 wave plan; D1=A, D3=A, D15=A.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 T4+T11: applyGraphSignals 4th stage in runPostFusionStages

New file src/core/search/graph-signals.ts. Three signals:

  1. Adjacency-within-top-K (×1.05): hits >= 2 inbound from in-set.
  2. Cross-source adjacency (×1.10, stacks): cross_source_hits >= 2.
     Dormant on single-source brains.
  3. Session diversification (×0.95): if multiple top-K share a slug
     prefix, keep highest scoring, DEMOTE the rest. NOT amplify —
     codex caught the original framing was backwards (amplification
     of redundancy makes the cited "weak chunks compete for budget"
     problem worse, not better).

Conservative magnitudes (D14=B): 1.05/1.10/0.95. Score-distribution
probe (onScoreDistribution) collects min/p25/p50/p75/p95/max +
reorder_band_width to feed T-todo-2 magnitude calibration wave.

Slot: 4th stage inside runPostFusionStages (hybrid.ts:248), AFTER
backlink/salience/recency, pre-dedup. Inherits the v0.35.6.0
floor-ratio gate from computeFloorThreshold — this is the structural
protection that prevents a low-cosine hub from outranking a strong
non-hub (codex T2 / D1=A).

PostFusionOpts extends with graphSignalsEnabled, onGraphMeta,
onScoreDistribution. Caller (hybridSearch in subsequent T5 work)
resolves graph_signals from the mode bundle.

Source-scope contract preserved: getAdjacencyBoosts takes raw
page_ids, no source filter. Adjacency is in-set restricted so
cross-source leakage is impossible by construction (D3=A).

Fail-open: engine throw → JSONL audit row via shared createAuditWriter
(T1/T2 primitive, featureName='graph-signals-failures') + meta.errored
+ caller's results unchanged. Session diversification ALSO skips on
failure (predictable all-or-nothing posture).

Mutation note (codex #9): score mutated in place. base_score must be
stamped at runPostFusionStages entry BEFORE this stage so eval-capture
sees pre-boost score (T6 attribution wave).

Test coverage (24 cases, including T11 IRON RULE regression):
  - sessionPrefix multi/single/empty cases
  - computeScoreDistribution percentile math
  - Disabled + empty short-circuits
  - Adjacency hit, no-hit, cross-source stacking, cross-source alone
  - Session diversification 3-share + single-segment + singleton
  - Test seam injection (no engine call)
  - Fail-open: throw → audit row + meta.errored + unchanged
  - Empty Map → session still runs
  - Score-distribution always emits when enabled
  - Meta carries fire counts + duration_ms
  - Missing page_id silently skipped from dedup set
  - **T11 IRON RULE regression (3 cases):**
    * weak hub BELOW floor_threshold does NOT get boosted past
      above-floor non-hub (the bug class the floor gate exists for)
    * hub AT floor still gets boosted (gate is < not <=)
    * NaN score → NaN >= threshold is false → no boost

Plan ref: T4 + T11 in v0.40.4.0 wave plan; D1=A, D2=A, D11=B, D14=B,
D9=A, D5=B. Codex outside-voice #1 + #2 + #6 + #8 + #9 addressed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 T5: graph_signals mode-bundle knob + KNOBS_HASH bump 3→4

ModeBundle gains graph_signals: boolean. Per-mode defaults:
  - conservative: false (cost-sensitive tier)
  - balanced:     true (the wave's primary surface for default-on)
  - tokenmax:     true (power-user tier, capstone fit)

SearchKeyOverrides + SearchPerCallOpts gain optional graph_signals
field. resolveSearchMode picks via the standard per-call → config
override → mode bundle chain.

loadOverridesFromConfig parses 'search.graph_signals' from the config
table ('1' or 'true' → true). SEARCH_MODE_CONFIG_KEYS adds the key
so `gbrain search modes --reset` clears it alongside other knobs.

KNOBS_HASH_VERSION bump 3→4 (append-only per CDX2-F13). New `gs=`
parts entry appended AFTER cross-modal + column + prov entries. A
graph-on cache write cannot be served to a graph-off lookup —
mid-deploy hit-rate dip clears within cache.ttl_seconds (3600s).

src/commands/search.ts KNOB_DESCRIPTIONS gains graph_signals entry
so `gbrain search modes` dashboard renders the new knob.

Test coverage:
  - test/search-mode.test.ts (+ 8 new cases): per-mode defaults
    canonical, config override both directions, per-call override
    wins, knobsHash distinct for on/off, config key registered,
    attributeKnob reports per-call + mode sources correctly.
  - test/search/knobs-hash-reranker.test.ts: version assertion
    bumped 3→4 with v0.40.4 rationale comment.
  - test/cross-modal-phase1.test.ts: version assertion bumped
    3→4 with v0.40.4 rationale comment.
  - Canonical-bundle assertions updated to include graph_signals
    in expected shape (3 cases).

50/50 search-mode tests pass. 45/45 cross-modal pass. 17/17
knobs-hash-reranker pass. 10/10 balanced-reranker pass.

Plan ref: T5 in v0.40.4.0 wave plan.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 T6: per-stage attribution stamping in every boost

Every boost stage that mutates SearchResult.score now stamps a field
recording WHAT it multiplied:

  - applyBacklinkBoost  → backlink_boost (skipped when count == 0)
  - applySalienceBoost  → salience_boost (skipped when score == 0)
  - applyRecencyBoost   → recency_boost (skipped on evergreen prefix)
  - applyExactMatchBoost → exact_match_boost (skipped on no-match
    OR when intent's exactMatchBoost == 1.0 no-op)
  - runPostFusionStages → base_score stamped ONCE at entry, BEFORE
    any boost mutates r.score. Idempotent: caller-pre-stamped value
    preserved. Empty-results short-circuit unchanged.
  - applyReranker → reranker_delta = original_index - new_index
    (positive = rank improved; raw rerank score stays in rerank_score)
  - applyGraphSignals → graph_adjacency_boost, graph_cross_source_boost,
    session_demote_factor (T4 already stamped these)

Why: feeds the T7 `gbrain search --explain` formatter so it can
attribute the final score to its components. Without these stamps,
"why did this rank where it did?" is grep-and-guess.

SearchResult.reranker_delta doc updated to clarify it's a RANK delta
(positive = improved), not a score delta. The raw relevance score
stays in `rerank_score` (untyped, for back-compat with telemetry that
already reads it).

Test coverage: 16 new cases in test/search/attribution-stamping.test.ts.
Pins: every boost stamps when it fires AND skips stamping when it
doesn't (no false attribution on no-op stages). base_score idempotency
preserved. reranker_delta computed correctly across rank-improved +
rank-degraded cases.

All 178/178 search tests pass (no regressions).

Plan ref: T6 cathedral expansion in v0.40.4.0 wave plan; D12=A.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 T7: gbrain search --explain per-stage attribution

New file src/core/search/explain-formatter.ts renders SearchResult[]
as a multi-line breakdown of how the final score was formed:

  1. people/alice (score=12.4)
     base=10.2 (rrf+cosine)
     + backlink ×1.08
     + salience ×1.05
     + adjacency ×1.05 (hits=3)
     + cross_source ×1.10 (other_sources=2)
     ↑ reranker rank +2
     = final 12.4

Reads the boost_* / base_score / *_hits fields populated by T4 + T6.
Empty path: "no boosts applied" when no stage stamped anything.
Session demote rendered with `-` prefix (not `+`) so the demotion
direction is visually distinct from boosts.

CliOptions gains `explain: boolean`; parseGlobalFlags recognizes
`--explain` anywhere in argv. cli.ts formatResult for `search` +
`query` cases reads CliOptions.explain via the module-level
singleton and routes to formatResultsExplain when set. Lazy import
keeps the hot path narrow for the common non-explain case.

Number formatting: 4-decimal precision, trailing zeros stripped
('1.0000' → '1', '0.1234' → '0.1234'). NaN preserved as 'NaN'.

Test coverage:
  - test/search/explain-formatter.test.ts: 19 cases pin output
    format. Each boost type renders correctly, every-stage stacking
    composes, reranker_delta=0 doesn't render, empty list short-
    circuits, rank numbering 1-based, number formatting edge cases.
  - test/cli-options.test.ts: 3 new cases for --explain parsing
    (basic, absent default, any-argv-position).

Existing CliOptions literals in test/cli-options.test.ts +
test/thin-client-upgrade-prompt.test.ts updated for new required
explain field.

JSON envelope unchanged — the same attribution fields surface in
existing --json output via JSON.stringify; no separate JSON formatter
needed.

Plan ref: T7 cathedral expansion in v0.40.4.0 wave plan; D12=A + D6=A.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 T8: doctor check graph_signals_coverage

New checkGraphSignalsCoverage in src/commands/doctor.ts. Wired into
both runDoctor (local engine) and doctorReportRemote (HTTP MCP /
JSON path) so local AND remote-server brains both surface the metric.

Logic:
  1. Resolve active graph_signals setting: config override
     'search.graph_signals' wins, else mode bundle default
     ('search.mode' → conservative=false, balanced/tokenmax=true).
  2. When disabled → silent ok ("disabled — coverage not checked").
     Avoids polluting doctor output on installs that don't use the
     feature.
  3. When enabled, compute global inbound-link density:
     COUNT(DISTINCT to_page_id) / COUNT(*) across non-deleted pages.
  4. <10% → warn ("signal will rarely fire") with paste-ready
     `gbrain extract all` fix hint.
  5. >=30% → ok ("fire on most queries") with metric.
  6. 10-29% → ok ("fire occasionally") with metric.

Known limitation (codex outside-voice #14): global density is an
imperfect proxy for "top-K subgraphs have enough edges to fire."
T-todo-5 captures the v0.41+ refinement that measures actual fire
rate from search-stats after 30 days of data.

Best-effort: SQL errors → warn with the underlying message. Never
breaks doctor.

Test coverage (7 new cases in test/doctor.test.ts):
  - conservative mode → silent ok regardless of coverage
  - balanced default + 0 links → warn at 0% with fix hint
  - balanced default + 40% inbound → ok "fire on most queries"
  - balanced default + 20% inbound → ok "fire occasionally"
  - explicit search.graph_signals=false overrides mode default
  - empty brain → ok with explanation
  - check is wired into runDoctor (source-grep regression guard)

All 55/55 doctor.test.ts cases pass.

Plan ref: T8 in v0.40.4.0 wave plan; D6=A.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 T9: gbrain search stats graph_signals section

runStatsSubcommand in src/commands/search.ts gains a graph_signals
section in both --json and human output:

  Graph signals:
    enabled:    true (mode default)
    failures:   3 fail-open event(s)
      ECONNREFUSED         2
      timeout              1

Data sources:
  - config: 'search.graph_signals' override → enabled + source=config,
    otherwise mode-bundle default → enabled + source=mode_default.
  - JSONL audit: readRecentGraphSignalsFailures(days) returns events;
    failures_count is len, failures_by_reason buckets by first word of
    error_summary (e.g. 'ECONNREFUSED', 'timeout').

JSON envelope (schema_version 2 unchanged; graph_signals is a new
sibling property of stats, so consumers reading the existing fields
keep working):

  {
    "schema_version": 2,
    ...stats...,
    "graph_signals": {
      "enabled": bool,
      "source": "config" | "mode_default",
      "failures_count": int,
      "failures_by_reason": { reason: count }
    },
    "_meta": { metric_glossary: { ..., graph_signals_enabled: ..., graph_signals_failures_count: ... } }
  }

Fire-rate metrics (adjacency_fires, cross_source_fires,
session_demotions) and score-distribution stats are NOT in this
section yet — they require telemetry-table writes from the
applyGraphSignals onMeta callback. Wired in v0.41+ via T-todo-2
calibration wave (the wave that needs them). For v0.40.4: status +
error count is the actionable surface for "is graph_signals on, and
is it failing?"

Human output: prints the section after the existing stats block.
Edge case: when total_calls is 0 BUT graph_signals is enabled OR
has historical failures, still prints the section so operators
don't lose the signal on a brain with no telemetry yet.

Test coverage (6 cases in test/search/search-stats-graph-signals.test.ts):
  - search.graph_signals=true → enabled true, source=config
  - mode=conservative → enabled false, source=mode_default
  - no config → enabled true (balanced default), source=mode_default
  - JSONL failures bucketed by first word of error_summary
  - empty audit → failures_count 0, empty failures_by_reason
  - human output includes "Graph signals:" header

Plan ref: T9 in v0.40.4.0 wave plan; D6=A.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 T10: eval gates (longmemeval-mini A/B + paired bootstrap)

New test/e2e/graph-signals-eval.test.ts runs each longmemeval-mini
question twice (graph_signals off, graph_signals on) and asserts:

  Gate 1 (QUALITY) — paired bootstrap, 10,000 resamples:
    - If signals-on is significantly WORSE than off
      (delta < 0 AND p < 0.05) → fail.
    - Otherwise pass. p>=0.05 either direction OR delta >= 0 → ok.

  Gate 2a (CHANGE-MAGNITUDE): mean Jaccard@5 over result-set overlap
    must be >= 0.5. If results overlap less than half, the change is
    too large and needs human review before default-on.

  Gate 2b (CHANGE-MAGNITUDE): top-1 stability rate >= 0.7. If 30%+
    of top picks change, hard look required.

  Gate 3 (HARD ABSOLUTE FLOOR): recall@5 drop <= 5pt. Catastrophic
    regression catch (codex outside-voice #18 — addresses the "top-5
    must not drop at all" brittleness on tiny fixtures).

Bootstrap implementation:
  - Per-question observation is binary (recall@5 hit/miss).
  - Paired pairing on question_id between on/off branches.
  - Centered distribution under null (subtract observed mean) per
    standard paired-bootstrap-shift approach for binary outcomes.
  - Two-tailed p-value: |resampled delta| >= |observed delta|.
  - Deterministic seeded RNG so test runs are stable across CI.

pairedBootstrapPValue exported as a pure function with separate
tests for edge cases (empty input, all-equal, strong positive, strong
negative, determinism). Reusable from future calibration waves.

Hermetic: in-memory PGLite via createBenchmarkBrain + resetTables
between questions. No API keys needed (--no-embed import path
exercises keyword-only retrieval). Skips gracefully via describe.skip
when the fixture is missing.

Plan ref: T10 in v0.40.4.0 wave plan; D7=C absolute floor + D13=A
paired bootstrap; codex #4 + #18 stability-vs-quality distinction.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 T12: VERSION + package.json + CHANGELOG + TODOS

VERSION: 0.37.11.0 → 0.40.4.0
package.json: 0.37.11.0 → 0.40.4.0
CHANGELOG.md: top entry for v0.40.4.0 in ELI10-lead voice per
  CLAUDE.md release rules. Lead is plain-English ("Your search now
  notices when a page is a hub for your query"); precise file paths
  / SQL semantics / numbers live in the "Itemized changes" section
  below. Includes the cathedral-expansion notes (D5=B audit
  unification, D12=A per-stage attribution, D13=A eval gates) and
  the "To take advantage of v0.40.4.0" verify-and-fix block.

TODOS.md: 5 new items captured under "v0.40.4 graph signals —
deferred follow-ups (v0.41+)":
  - T-todo-1: profile graph-signal SQL latency, merge if hot (D8=C)
  - T-todo-2: magnitude calibration wave from probe data (D14=B / D17)
  - T-todo-3: DB-backed audit table for cross-deploy observability (codex #15)
  - T-todo-4: sync-topology-aware cross-source signal (codex #11)
  - T-todo-5: replace doctor's global density with fire-rate (codex #14)

Verified the 3-line audit: VERSION + package.json + CHANGELOG topmost
all match 0.40.4.0. `bun install` ran (lockfile unchanged — root
package version isn't stored in bun.lock). `bun run build:llms`
refreshed llms.txt + llms-full.txt for the next commit.

Plan ref: T12 in v0.40.4.0 wave plan.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 TODO: document pre-existing shard-2 flake noticed during ship

3 isCacheSafe test failures in shard 2 reproduce on stashed clean
master. Confirmed pre-existing — not introduced by v0.40.4. Filed
under "Pre-existing flake on master (noticed during v0.40.4 ship)"
with reproduction commands + remediation options. Shipping v0.40.4
through it; future wave can fix.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 privacy scrub: replace wintermute → media in example slugs

CLAUDE.md line 550 bans the private OpenClaw fork name in public
artifacts. Example session prefix in sessionPrefix() docs + 3 test
fixtures swept to 'media/chat/...' instead. Pre-existing
scripts/check-privacy.sh in `bun run verify` caught it.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 fix: wire graph_signals from mode bundle to runPostFusionStages

CRITICAL: pre-landing review (codex outside-voice via /ship Step 9)
caught that hybrid.ts's `postFusionOpts` literal at line 566 was
building PostFusionOpts WITHOUT threading `resolvedMode.graph_signals`
to `graphSignalsEnabled`. The gate at hybrid.ts:358 read the field
from a literal that never set it.

Result before this fix: the entire v0.40.4 graph-signals wave was
dead code in production. Mode bundles set
`balanced.graph_signals = true` and `tokenmax.graph_signals = true`,
but no production call site ever reached applyGraphSignals. The
KNOBS_HASH bump 3→4 correctly varied the cache key by the flag, so
contamination was prevented — but the feature itself never fired.

All shipped infrastructure (engine SQL, fail-open audit, attribution
stamps, --explain formatter, doctor coverage check, search-stats
section) was reachable only through the unit-test seam
(`opts.adjacencyFn`). The CHANGELOG-advertised behavior never
landed in user-visible search.

Fix: thread `graphSignalsEnabled: resolvedMode.graph_signals` into
the postFusionOpts literal (1 line). Inline comment names codex's
catch so future refactors see the regression class.

Tests: new test/search/graph-signals-wire-integration.test.ts pins
the wire end-to-end. Three cases:
  1. balanced mode → hybridSearch on a seeded brain with adjacency
     hub produces a result with base_score stamped (proves
     runPostFusionStages actually ran).
  2. search.graph_signals=false config override → no graph_* fields
     stamped (proves the gate honors the override path).
  3. Source-grep regression guard pinning the
     `graphSignalsEnabled: resolvedMode.graph_signals` literal in
     hybrid.ts so a future refactor can't silently disconnect.

All 57 existing v0.40.4 wave tests still pass. Typecheck clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 fix: pre-landing review AUTO-FIX findings (audit msg drift + deleted_at)

Two informational findings from /ship pre-landing review (Step 9):

1. Stderr message qualifier drift (rerank/slug-fallback/phantom audits)
   Pre-v0.40.4 messages included a per-feature qualifier:
     [gbrain] rerank-failure audit write failed (...)
     [gbrain] slug-fallback audit write failed (...)
     [gbrain] phantom audit write failed (...)
   The T2 refactor dropped the qualifier (plan promised "byte-identical"
   operator-visible behavior, but stderr lines did drift). Restored via
   new `errorMessagePrefix` option on `createAuditWriter` (optional, ''
   default). Three modules pass the per-feature qualifier; shell-audit
   and supervisor-audit unaffected (their pre-v0.40.4 messages didn't
   have a separate qualifier — label already carried the feature name).

2. Defense-in-depth `deleted_at IS NULL` on getAdjacencyBoosts
   SQL was previously protected by-construction (hybridSearch's
   visibility filter ensures input pageIds are live), but matches the
   v0.35.5.0 findOrphanPages pattern and closes the bug class if a
   future caller bypasses hybridSearch. Added to both Postgres and
   PGLite engines for parity. Three JOIN sites guarded (targets CTE,
   FROM-pages join). One inline comment per engine cites the codex
   review and the v0.35.5.0 precedent.

Plan ref: /ship pre-landing review v0.40.4.0 (codex finding C and F).

All 84 audit+graph-signals tests pass. Typecheck clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 fix: adversarial review HIGH findings (codex H1+H2 + Claude F1)

Three HIGH-severity issues from /ship adversarial pass:

H1 (Codex): Eval gate was a no-op.
  Test passed `graph_signals: graphSignalsOn` via `as any` cast, but
  SearchOpts had no field and hybridSearch's perCall didn't thread it.
  Both off/on branches resolved to the mode-bundle default — gate
  measured identical behavior, could pass while detecting nothing.

  Fix: add `graph_signals?: boolean` to SearchOpts (types.ts:794).
  Thread `opts.graph_signals` into perCall in both hybridSearch
  (hybrid.ts:425) AND hybridSearchCached (hybrid.ts:1027) so the
  cache-key resolver also sees the override. Drop the `as any` from
  the eval test — types are real now.

H2 (Codex): Session diversification fired on entity directories.
  sessionPrefix() used "any shared parent directory" as the session
  signal. Result: a search for "people in SF" returned `people/alice`
  + `people/bob` + `people/charlie` and the latter two got demoted
  to 0.95×. Every common entity-search query silently penalized
  legitimate same-type results. Default-on for balanced/tokenmax
  means production behavior was wrong.

  Fix: narrow sessionPrefix() to fire ONLY when the slug contains a
  session-like marker (`chat`/`session`/`sessions` segment OR a
  `YYYY-MM-DD` date segment). Entity directories (`people/`,
  `companies/`, `docs/`) return null → diversification skips.
  Returns NULL (not the slug itself) so the loop skips clean.
  Examples in JSDoc:
    your-agent/chat/2026-05-20-foo → 'your-agent/chat/2026-05-20-foo'
    daily/2026-05-20/journal-entry-1 → 'daily/2026-05-20'
    transcripts/chat/funding-discussion → 'transcripts/chat/funding-discussion'
    people/alice → null  ← codex H2 regression
    docs/quickstart → null

F1 (Claude adversarial subagent): case-sensitivity drift across 3 sites.
  loadOverridesFromConfig in mode.ts is case-insensitive +
  whitespace-trimmed for 'search.graph_signals' values. But
  doctor's checkGraphSignalsCoverage (doctor.ts:899) AND
  search-stats's readGraphSignalsStats (search.ts:288) used
  case-sensitive compare. User sets `search.graph_signals TRUE`:
  production enables the feature, but doctor + search-stats both
  silently report disabled. Operators lose the only observability
  surface for the new feature on values like 'True'/'TRUE'.

  Fix: trim + lowercase parity at both sites. Mirror the parser's
  semantic. Also case-normalized `search.mode` reads at both sites
  for the same divergence class.

Tests:
  - sessionPrefix block rewritten with 7 cases covering chat marker
    + date anchor + entity dirs (now-NULL) + degenerate (no /).
  - Added regression test pinning codex H2: people/alice +
    people/bob + people/charlie do NOT get diversified.
  - graph-signals-eval.test.ts drops `as any` — typed field works.
  - Existing tests using `chat/a`/`chat/b` updated to session-shaped
    `media/2026-05-20/chunk-a` so the date anchor actually fires.

111/111 graph-signals + doctor + search-stats tests pass. Typecheck clean.

Plan ref: /ship adversarial review v0.40.4.0 (codex H1, H2; Claude F1).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.4.0 TODOs: capture 11 LOW adversarial findings for v0.41+

Codex L1 (audit window underreport) + Claude F2/F3/F5-F8/F11/F12/F14/F16
from /ship adversarial review. None are load-bearing; all captured under
'v0.40.4 adversarial review LOW findings — captured for v0.41+'.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs: update project documentation for v0.40.4.0

- README: surface v0.40.4.0 graph signals + --explain in Hybrid search capability
- CLAUDE.md: annotate engine.ts getAdjacencyBoosts, new graph-signals.ts /
  explain-formatter.ts / audit/audit-writer.ts, plus hybrid.ts post-fusion
  4th stage, mode.ts graph_signals knob + KNOBS_HASH 3→4, cli-options.ts
  --explain flag, search stats + doctor coverage check
- llms-full.txt: regenerated from CLAUDE.md per the build:llms chaser rule

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(ci): pin bun-version to 1.3.13 across all workflows

setup-bun action with `bun-version: latest` calls the GitHub API
(https://api.github.com/repos/oven-sh/bun/git/refs/tags) to resolve
the tag. CI started failing today with HTTP 401 "Bad credentials"
even though the action receives a token (visible as `token: ***`
in the run log). Pinning the version eliminates the API call
entirely.

Affected workflows: test.yml, e2e.yml, release.yml, heavy-tests.yml
(5 invocations total). Pinned to 1.3.13 — matches package.json
engines (`bun >= 1.3.10`) and the version v0.40.4.0 was developed
against.

Bump cadence: when a new bun version is required, update this
pin in one PR. Trading "always-latest" for "always-deterministic"
is the right trade for a 5-shard CI matrix.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-23 10:01:08 -07:00
43608c1856 v0.40.3.0 feat: contextual retrieval + cache invalidation gate + 4 deferred-item closures (#1323)
* v0.40.3.0 T1: migration v81 + CRMode type substrate

Five additive columns + Page/SourceRow type extensions + CRMode discriminated
union land the schema foundation for v0.40.3.0 contextual retrieval. All
columns are NULL-tolerant; existing rows continue working unchanged until
the post-upgrade reembed sweep catches up.

Schema (migration v81 + schema.sql + pglite-schema.ts mirror):
- pages.contextual_retrieval_mode TEXT NULL — tier the page was last
  embedded under. NULL on pre-v81 rows; drift detection treats NULL as
  'none' for reindex predicates.
- pages.corpus_generation TEXT NULL — composite hash of
  (synopsis_prompt_version, haiku_model, title_wrapper_version,
  embedding_model) per D27 P1-5. Document-side provenance for the
  v0.40.3.0 query_cache.page_generations invalidation contract.
- sources.contextual_retrieval_mode TEXT NULL — per-source override.
  CLI-write-only per D15 security gate.
- sources.trust_frontmatter_overrides BOOLEAN DEFAULT FALSE — per-source
  mount-frontmatter trust gate per D15. Host source (id='default') is
  always trusted in the resolver regardless of column value.
- query_cache.page_generations JSONB DEFAULT '{}' — D27 P1-5 invalidation
  contract foundation. Per-row tag of {page_id: corpus_generation} so
  lookup can LEFT JOIN against current pages and exclude stale rows.

Types (src/core/types.ts + src/core/sources-ops.ts):
- New CR_MODES = ['none', 'title', 'per_chunk_synopsis'] as const +
  CRMode type union + isCRMode() type guard for parsing untrusted
  frontmatter / config values.
- Page interface extended with contextual_retrieval_mode + corpus_generation
  (optional, NULL-tolerant for pre-v81 rows).
- SourceRow interface extended with contextual_retrieval_mode +
  trust_frontmatter_overrides (optional for pre-v81 brains).

Bootstrap coverage:
- All four pages/sources columns are in PGLITE_SCHEMA_SQL CREATE TABLE
  bodies (fresh installs get them at initSchema time).
- query_cache.page_generations is exempt because query_cache itself is
  migration-created (added in v55, not in PGLITE_SCHEMA_SQL). Same
  rationale as the existing query_cache.knobs_hash exemption.

Pinned by the migrate.test.ts v81 round-trip + the schema-bootstrap-coverage
parser (which also gained the query_cache.page_generations exemption).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T2: MARKDOWN_CHUNKER_VERSION 2→3 (contextual wrapper signal)

Bumps the markdown chunker version so the post-upgrade reembed sweep finds
every page on the old chunker version and re-embeds it through the new
contextual-retrieval wrapper path. Chunk boundaries themselves are
unchanged from v2 — the bump forces re-embed (not re-chunk) so existing
pages pick up the wrapper without recomputing chunk splits.

JSDoc on MARKDOWN_CHUNKER_VERSION updated to document the v3 semantic
("chunks embed with optional contextual retrieval wrapper per Anthropic's
published methodology"). Pins the dependency between the chunker version
bump and the upcoming src/core/contextual-retrieval-service.ts (T5).

Test fixture in test/chunkers/recursive.test.ts updated to assert v3 with
a brief comment on the bump rationale so future contributors see the
v0.40.3.0 reason inline.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T3: pure modules — resolver, wrapper, synopsis, audit

Four new pure modules under src/core/ that the upcoming service layer (T5)
and Minion handler (T6) compose. All four are testable in isolation; no
engine I/O, no filesystem reads outside the synopsis source-text fallback
chain (which is invoked by the service, not the modules themselves).

src/core/contextual-retrieval-resolver.ts (D5+D6+D15+D26 P0-4):
- resolveContextualRetrievalMode() walks the three-source override chain:
  page frontmatter > source row > global mode bundle. Returns a tagged
  result with source attribution + invalid_frontmatter_value (D13) +
  frontmatter_rejected_untrusted_mount (D15) for doctor surfacing.
- crModeDistinct() helper for D26 P0-4 IS DISTINCT FROM semantics on
  app-side CRMode comparisons (NULL-aware, defeats the != misses NULL
  drift bug Codex pass 2 caught).
- HOST_SOURCE_ID = 'default' always trusted regardless of
  trust_frontmatter_overrides; mount sources require the explicit flag
  per D15 security gate.

src/core/embedding-context.ts (D20-T1 + D20-T4 + Codex T5 title-weakness):
- buildContextualPrefix(title, synopsis) → null | wrapped block. Handles
  title-only, summary-only, both, or neither.
- wrapChunkForEmbedding(text, prefix, chunkSource) short-circuits on
  chunk_source='fenced_code' per D20-T4 (code chunks inside markdown
  pages skip the wrapper — prepending page title to a code block doesn't
  help cross-modal retrieval).
- sanitizeTitle/sanitizeSynopsis strip </context> (injection vector) and
  collapse whitespace + cap at 300 chars.
- extractFirstTwoSentences() pure regex with CJK_SENTENCE_DELIMITERS
  from src/core/cjk.ts for the title-tier free fallback path.

src/core/page-summary.ts (D27 P1-2 + D27 P1-4 + D21 reversal):
- generatePerChunkSynopsis() routes through gateway.chat(tier='utility').
- Richer failure envelope per D27 P1-2: refusal/empty/malformed (→ D14
  page-level fall-back) vs auth_failure/rate_limit/timeout/network/
  provider_5xx (→ retry per gateway, or throw to Minion retry).
- buildSynopsisCacheKey() composes the LRU key per D27 P1-4:
  (content_hash, chunk_index, corpus_generation, source_text_hash).
- DELIBERATELY no calibration injection — D21 reversed D7's calibration-
  aware acceptance. Mutable answer-time bias tags don't belong in static
  document vectors. Query-side personalization is the v0.41+ home.

src/core/audit-synopsis.ts (D17, mirrors v0.35.0.0 rerank-audit precedent):
- Failure-only JSONL writer at ~/.gbrain/audit/synopsis-failures-YYYY-Www.jsonl
  with ISO-week rotation. Deliberately no success logging (10K+ pages per
  backfill would generate 10K+ JSONL rows of noise; failure signal is the
  actionable one).
- summarizeSynopsisFailures() aggregator returns SynopsisFailureSummary
  for doctor's synopsis_refusal_rate check.

Clean typecheck across the four modules. Tests land in T14 alongside the
service + Minion handler so the test layer can integrate the full path.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T4: ModeBundle.contextual_retrieval + KNOBS_HASH_VERSION 3→4

Three-tier wrapper ladder gated by search.mode lands in the bundle. The
per-mode defaults match the cost-tier philosophy (D2):

  conservative → 'none'                (minimum surface)
  balanced     → 'title'                (free at runtime; pure string concat)
  tokenmax     → 'per_chunk_synopsis'   (Anthropic's published method)

Plus the D18 soft kill switch (contextual_retrieval_disabled) so a single
config-key flip neutralizes wrapping for queries AND new embeds without
touching the migration path.

src/core/search/mode.ts:
- ModeBundle: contextual_retrieval: CRMode + contextual_retrieval_disabled.
- All three frozen MODE_BUNDLES updated with the per-tier defaults.
- SearchKeyOverrides + SearchPerCallOpts: both fields optional in the
  per-key config + per-call surfaces.
- resolveSearchMode's pick chain threads both new fields through the
  standard per-call > per-key > mode bundle precedence ladder.
- KNOBS_HASH_VERSION 3→4. Two new entries appended to knobsHash() parts
  list (append-only per CDX2-F13 convention): cr=${cr_mode} +
  crd=${0|1}. A query against a tokenmax-mode brain can no longer be
  served from a cache row written when the brain was on balanced — they
  sit in different embedding spaces.
- SEARCH_MODE_CONFIG_KEYS: 'search.contextual_retrieval' +
  'search.contextual_retrieval_disabled' added.
- loadOverridesFromConfig reads both keys; CR_MODES guard rejects typos
  (drift typos still fall through to mode default per D13 sync-failure
  semantics; this is the no-typo path).
- Imports CR_MODES + CRMode from src/core/types.ts.

src/commands/search.ts:
- KNOB_DESCRIPTIONS picks up the two new entries so `gbrain search modes`
  dashboard renders them with description copy.

test/search-mode.test.ts:
- Three canonical bundle tests updated with the per-tier CR defaults.
- KNOBS_HASH_VERSION expectation bumped 3→4 with inline rationale.

Clean typecheck + 42 search-mode tests pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T8: NULL→non-NULL upsert race fix (D24, closes v0.35.x TODO)

Two writers racing on the same chunk (autopilot sync + manual `embed --stale`
+ contextual reindex) previously raced last-writer-wins via the text-
unchanged branch's `COALESCE(EXCLUDED.embedding, content_chunks.embedding)`.
Pre-v0.40.3 the cost of an overwrite was one wasted ~$0.000001 text-
embedding-3-large call. With v0.40.3's per-chunk Haiku synopsis on tokenmax,
the cost rises ~300x to ~$0.0003 per overwritten chunk plus the discarded
synopsis work. On a 10K-page tokenmax brain, a few percent overwrite rate
during concurrent backfill+sync wastes $1-5 of Haiku spend silently.

Fix (mirrored exactly in postgres-engine.ts + pglite-engine.ts so both
engines stay parity-pinned):

  embedding = CASE
    WHEN EXCLUDED.chunk_text != content_chunks.chunk_text THEN EXCLUDED.embedding
    WHEN content_chunks.embedding IS NULL THEN EXCLUDED.embedding
    WHEN EXCLUDED.embedded_at IS NOT NULL
         AND (content_chunks.embedded_at IS NULL OR EXCLUDED.embedded_at > content_chunks.embedded_at)
         THEN EXCLUDED.embedding
    ELSE content_chunks.embedding
  END,
  embedded_at = CASE
    WHEN EXCLUDED.chunk_text != content_chunks.chunk_text AND EXCLUDED.embedding IS NULL THEN NULL
    WHEN content_chunks.embedding IS NULL AND EXCLUDED.embedding IS NOT NULL THEN EXCLUDED.embedded_at
    WHEN EXCLUDED.embedded_at IS NOT NULL
         AND (content_chunks.embedded_at IS NULL OR EXCLUDED.embedded_at > content_chunks.embedded_at)
         THEN EXCLUDED.embedded_at
    ELSE content_chunks.embedded_at
  END,

The two columns move together via aligned CASE WHEN logic — embedding +
embedded_at stay consistent so `embed --stale` (predicate
`embedding IS NULL`) keeps working correctly.

Behavior summary for the text-unchanged branch:
  - existing embedding NULL → take new (cold path, no race)
  - new is fresher (embedded_at > existing) → take new
  - otherwise → keep existing (slower writer with stale embedding loses)

Closes the v0.35.x TODOS.md item that flagged this race pre-existing.
v0.40.3 fold-in lands the fix when the wave amplifies the cost vector,
per D24 in the eng-review pass.

100 pglite-engine tests pass + clean typecheck. E2E concurrent-writer
test lands in T14 alongside the broader test suite.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T5: contextual-retrieval-service + two-phase build (D27 P1-1)

Centerpiece service module. Single source of truth for "re-embed one page
with the active CR mode" — composed by import-file.ts (sync time),
reindex.ts (batch sweep), and the contextual-reindex-per-chunk Minion
handler (T6). Closes the drift class Codex pass 2 P1-1 flagged: each
consumer no longer hand-rolls the embed-then-stamp flow, so there's
literally no way for them to diverge.

src/core/contextual-retrieval-service.ts:
- reembedPageWithContextualRetrieval() implements the D26 P0-2 two-phase
  build pattern.
  PHASE 1 (in-memory, no DB writes):
    - Load page + source + chunks
    - Resolve effective CR mode (resolver) with optional kill-switch
      short-circuit per D18
    - 'none' tier: skip wrap, stamp column, return early (records page
      is up-to-date relative to current state so reindex sweep doesn't
      re-walk it)
    - 'title' tier: pure string concat with sanitized title prefix
    - 'per_chunk_synopsis' tier: read source text via fallback chain (D11),
      generate synopsis per chunk SEQUENTIALLY within page (D10), batch
      embedBatch ONCE per page (D27 P2-2). Rate-leasing hooks
      (acquireSynopsisLease/releaseSynopsisLease) supplied by the Minion
      handler; inline callers rely on gateway-level retry.
    - On refusal/empty/malformed (per D27 P1-2): RESTART PHASE 1 at
      'title' tier — D14 page-level consistency (whole page demoted, no
      mid-state on disk).
  PHASE 2 (single DB transaction):
    - tx.upsertChunks() — chunk_text stays canonical per D20-T1; only
      the wrapped string went to the embedder, not into the column.
    - tx.updatePageContextualRetrievalState() — stamps both columns
      atomically with PHASE 1 chunk writes.
- computeCorpusGeneration() composes the document-side provenance hash
  per D27 P1-5: sha256(cr_mode + synopsis_prompt_version + haiku_model
  + title_wrapper_version + embedding_model_tag).slice(0,16). Future
  prompt edits or model bumps invalidate prior cache rows via the
  query_cache.page_generations LEFT JOIN (lands in T11).
- computeSourceTextHash() for D27 P1-4 synopsis cache key composition.
- expectedModeForPageSourceOnly() helper for the T9 reindex sweep
  predicate.
- ReembedPageResult discriminated union: success | skipped (4 reasons)
  | page_fallback (refusal triggered D14) | transient_error | permanent_error.
  Each consumer dispatches on `kind` to decide retry / surface / commit.

New engine method (added to BrainEngine interface + both engines):
- updatePageContextualRetrievalState(slug, sourceId, mode, corpusGeneration):
  narrow UPDATE of just the two CR-state columns + updated_at. Skips
  soft-deleted rows. Mirrors refreshPageBody's narrow-update pattern so
  we don't fire createVersion on every tier upgrade (which would bloat
  page_versions).

Clean typecheck + 272 existing tests pass (no regressions).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T6: contextual_reindex_per_chunk Minion handler + protection

Thin handler (D23) that wires the global Haiku rate-leaser (D26 P0-3) +
delegates re-embed work to contextual-retrieval-service.ts (T5). One job
per page (D10). Submitted by the mode-switch hook (T10), the reindex
sweep (T9), and doctor --remediate (T13).

src/core/minions/handlers/contextual-reindex-per-chunk.ts:
- makeContextualReindexHandler(opts) factory closure.
- Per-chunk Haiku call wrapped in acquireLease/releaseLease against the
  shared key 'anthropic:utility:contextual-synopsis'. Default RPM cap is
  50 (Anthropic Haiku 4.5 published limit); operators on a tier with
  higher quota override via GBRAIN_CONTEXTUAL_HAIKU_RPM env var.
- D27 P2-1 source-id derivation: payload carries only page_slug;
  handler loads the page row and uses its source_id as authoritative.
  Optional expected_source_id field on the payload triggers
  UnrecoverableError on mismatch (stale/malicious payload defense).
- Result classification:
    success / page_fallback (D14)        → ok
    transient_error                       → throw (Minion retries)
    permanent_error                       → UnrecoverableError → dead-letter
- 60s poll-wait per Haiku call when the rate-lease is saturated; gives
  up with explicit error rather than blocking forever.

src/core/minions/protected-names.ts:
- contextual_reindex_per_chunk added to PROTECTED_JOB_NAMES with comment
  documenting the cost vector (1-50 Haiku calls per page, bulk MCP
  submission could drain user's Anthropic budget).

src/commands/jobs.ts:
- registerBuiltinHandlers wires the new handler via dynamic import.
- Registered ABOVE autopilot-cycle so the handler is available when
  doctor --remediate proposes contextual_retrieval_coverage steps.

Clean typecheck.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T7: import-file.ts wraps at embed time, stamps CR state columns

import-file.ts now resolves the effective CR mode for each page at embed
time and applies the wrapper inline. Per D20-T1 critical invariant, the
stored chunk_text stays canonical (powers FTS, snippets, reranker, debug);
only the wrapped string goes to the embedder.

Inline path scope (cost-discipline choice):
- title-tier: inline wrap is free (pure string concat). Applied directly.
- per_chunk_synopsis tier: TOO EXPENSIVE for the inline import path
  (one Haiku call per chunk on every sync would compound into hours of
  blocking per `gbrain sync`). The inline path lands the page at the
  title tier; the Minion-driven contextual reindex (T6 handler) upgrades
  it to per_chunk_synopsis later when the user accepts the cost prompt
  in the mode-switch hook (T10). Per D3 explicit-consent contract.
- 'none' tier (conservative mode, kill-switch disabled): no wrapping,
  raw chunk_text → embedder unchanged from pre-v40.3 behavior.

Code chunks (chunk_source='fenced_code') always bypass wrapping per
D20-T4 — wrapChunkForEmbedding short-circuits.

Stamping (alongside putPage in the same transaction):
- pages.contextual_retrieval_mode → tier the page was just embedded at
- pages.corpus_generation → composite hash via computeCorpusGeneration
  from the service module. NULL when 'none' tier or noEmbed=true.

Override chain: page frontmatter > source row > global mode bundle (D5+D6).
Mount-frontmatter trust gate (D15) — currently lookup uses defaults for
source row; future T9 reindex sweep + T10 mode-switch hook can pass a
richer source row when the per-source override lands.

Kill switch (D18): when search.contextual_retrieval_disabled=true, the
resolver short-circuits to 'none' and the wrapper is skipped.

Clean typecheck + 251 unit tests pass (migrate + pglite-engine +
import-file all green).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T9: reindex --markdown extends to catch CR state drift

`gbrain reindex --markdown` predicate widens from chunker_version drift
alone to also catch contextual_retrieval_mode IS NULL — the v0.40.3.0
upgrade-path signal that a page has never been evaluated against the
CR ladder (pre-v81 brains where the column is freshly NULL after the
migration ran).

Pages enter the sweep when EITHER:
  (a) chunker_version < MARKDOWN_CHUNKER_VERSION (existing behavior)
  (b) contextual_retrieval_mode IS NULL (new — D26 P0-1 + D26 P0-4 prep)

Since chunker_version 2→3 (T2) already forces every pre-v40 page into
(a), the IS NULL clause is effectively a belt-and-suspenders for the
case where a brain upgrades migrate but somehow the chunker_version
bump didn't propagate (concurrent upgrade race, manual SQL edit, etc.).

The re-import path uses importFromContent with forceRechunk:true
(existing v0.32.7 behavior) which bypasses the content_hash short-
circuit so the v0.40.3.0 import-file.ts wrapper application path (T7)
actually applies. Each re-imported page picks up the active CR tier and
stamps contextual_retrieval_mode + corpus_generation atomically.

Page-frontmatter overrides are honored at re-import time (importFromFile
re-parses YAML and the resolver picks the per-page tier). The frontmatter-
mismatch drift case Codex P0-1 called for (user removes override after
initial import) is partially handled here via the IS NULL+forceRechunk
path; a v0.41+ wave can add the explicit "frontmatter may contain
override" candidate path if real users hit drift the current predicate
misses.

Clean typecheck + 230 unit tests pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T10: post-upgrade cost prompt explains contextual retrieval

The existing post-upgrade-reembed.ts prompt fires automatically on
`gbrain upgrade` because T2 bumped MARKDOWN_CHUNKER_VERSION 2→3. Prompt
copy extended to explain WHY the re-embed is happening — without this,
users see a "chunker-bump" prompt and wonder if it's a routine internal
refresh vs the actual headline feature ship.

formatReembedPrompt now appends a [contextual retrieval] line below the
chunker-bump cost summary, mentioning that v0.40.3.0 wraps each chunk
with its page title before embedding (Anthropic's published method).

What the user sees on upgrade:
  [chunker-bump] Will re-embed ~N markdown pages via {model}, est.
  ~$X.XX, ~Ymin. Press Ctrl-C within Zs to abort.
  [contextual retrieval] v0.40.3.0 wraps each chunk with its page
  title before embedding (Anthropic's published method).

Title-tier wrap is free at runtime (pure string concat, no Haiku) so
the cost number stays unchanged from the chunker-bump-only case. The
per-chunk Haiku synopsis tier is OPT-IN via
`gbrain config set search.mode tokenmax` post-upgrade, which fires the
contextual_reindex_per_chunk Minion handler (T6) for the backfill.

T10 mode-switch hook in src/commands/config.ts (the explicit per-mode
cost prompt UX on `gbrain config set search.mode tokenmax`) is deferred
to v0.40.3.1 — the explicit-consent contract (D3) is satisfied by the
existing post-upgrade prompt for the title-tier path that the wave
ships by default. The Minion handler from T6 + the protected-name
guard ensure that any direct Minion submission for the per-chunk path
is gated on the CLI/doctor-remediate trust boundary.

Kill switch (D18): the contextual_retrieval_disabled config key is
honored at import time (T7) and in the service (T5) — when true, the
resolver short-circuits to 'none' regardless of mode bundle. No
hybridSearch changes needed: queries embed raw text already; the kill
switch only affects NEW embeds. Existing wrapped vectors keep serving
queries via cosine similarity (asymmetric retrieval is preserved).

11 upgrade-reembed-prompt tests pass + clean typecheck.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T11-T13: query cache notes + remediation note + doctor check

T11 (query_cache.page_generations contract): the DB column shipped in
T1 migration v81 + KNOBS_HASH_VERSION 4 bump in T4 invalidates the
common-case cache contamination (full-brain mode upgrade). The LEFT JOIN
read-side gate per Codex P1-5 — for the edge case where a brain is mid-
reindex and some pages are stamped at corpus_generation N+1 while others
are still at N — is deferred to v0.40.3.1. In practice, the post-upgrade
reembed prompt fires automatically + completes before search resumes on
healthy brains, so the edge case is narrow. CHANGELOG documents the
limitation.

T12 (generic RemediationStep contract): the existing recommendation
registry shape (sync/embed/backlinks/extract hardcoded) is extended via
the doctor check below rather than refactored to a generic registry.
Codex P1-6 called for the refactor; v0.40.3.1+ can absorb it once a real
second consumer requires the same registration shape.

T13 (contextual_retrieval_coverage doctor check):
- New checkContextualRetrievalCoverage() in src/commands/doctor.ts.
- Two SQL signals: pages.chunker_version < current + pages.contextual_
  retrieval_mode IS NULL. Single COUNT...FILTER query is cheap on every
  brain size.
- Audit summary line: reads ~/.gbrain/audit/synopsis-failures-*.jsonl
  via the v0.40.3.0 audit-synopsis module (T3). >5% page-level fallback
  rate surfaces explicitly so operators see the Haiku refusal signal.
- Paste-ready fix: `gbrain reindex --markdown` — the v0.32.7 + v0.40.3.0
  sweep covers both chunker_version drift AND CR mode drift per T9.
- Status: ok when fully aligned + no recent failures; warn when drift
  exists (with the paste-ready fix in the message).
- Wired into the standard doctor run alongside the other v0.36+ checks
  (abandoned_threads, calibration_freshness, etc.).

Sources/mounts CLI surfaces (set-cr-mode + trust-frontmatter) deferred
— the post-upgrade-reembed prompt + the per-page frontmatter override
path cover the v0.40.3.0 operational workflow. Per-source override CLI
is a power-user feature that can ship in v0.40.4+ once real federated-
brain users surface specific friction.

48 doctor tests pass + clean typecheck.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T14: 5 test files, 77 new tests, IRON-RULE regression coverage

Test suite for the v0.40.3.0 contextual retrieval wave. 77 new test
cases across 5 files, all green. Pins every IRON-RULE invariant
end-to-end so future contributors can't silently regress the wave.

test/contextual-retrieval-resolver.test.ts (29 tests):
- 9-combo override matrix (page-fm > source-row > global, all
  permutations).
- D15 mount-trust gate: host always trusted, mounts honor only when
  trust_frontmatter_overrides=true, rejected frontmatter surfaces via
  result.frontmatter_rejected_untrusted_mount for doctor.
- D13 invalid frontmatter (typo + non-string + empty): falls through
  to source/global with raw value in invalid_frontmatter_value.
- D18 kill switch: short-circuits to 'none' regardless of overrides.
- D26 P0-4 crModeDistinct: NULL-aware comparison, matches SQL IS
  DISTINCT FROM semantics on every combination of NULL/defined args.

test/embedding-context.test.ts (21 tests):
- buildContextualPrefix: title-only, synopsis-only, both, neither.
- wrapChunkForEmbedding: non-code wraps; D20-T4 fenced_code ALWAYS
  bypasses; null prefix passes through; image_asset wraps as text.
- sanitizeTitle: </context> injection stripped (case-insensitive),
  whitespace collapsed, 300-char cap, trim semantics.
- extractFirstTwoSentences: English boundaries, question marks, CJK
  delimiters, run-on cap, empty input, no-delimiter passthrough.
- modeRequiresHaiku / modeRequiresWrapper guards.
- D20-T1 IRON-RULE regression test: wrapping does not mutate input
  string reference (so caller's chunk_text safely flows to upsert).

test/contextual-retrieval-service-pure.test.ts (16 tests):
- computeCorpusGeneration: 16-char hex, deterministic, mode-sensitive,
  model-sensitive, TITLE_WRAPPER_VERSION stable.
- computeSourceTextHash: D27 P1-4 cache invalidation key composition.
- expectedModeForPageSourceOnly (T9 reindex predicate helper): kill
  switch returns none, source override beats global, invalid override
  falls through, all CR modes round-trip.

test/audit-synopsis.test.ts (11 tests):
- ISO-week filename rotation (stable for same week, different days).
- logSynopsisFailure round-trip: kind, page_level_fallback flag,
  multi-event accumulation, detail 200-char cap.
- summarizeSynopsisFailures aggregation: null on empty, by_kind counts,
  page_level_fallback_rate math.
- Missing audit file returns empty (silent no-op).

test/e2e/contextual-retrieval-pglite.test.ts (5 tests, hermetic PGLite + gateway stub):
- IRON RULE #1 (D20-T1): wrapper text in embedder input but NEVER in
  content_chunks.chunk_text after import — pins the canonical
  chunk_text separation invariant end-to-end.
- IRON RULE #2 (D14 stamping): pages.contextual_retrieval_mode AND
  pages.corpus_generation are set after every import.
- IRON RULE: chunker_version stamps to current MARKDOWN_CHUNKER_VERSION
  (3 for v0.40.3.0).
- D5 per-page frontmatter override: `contextual_retrieval: none` makes
  the embedder receive UNWRAPPED text; mode column stamped 'none'.
- T9 reindex predicate: pages with contextual_retrieval_mode IS NULL
  enter the sweep regardless of chunker_version.

462 tests pass across all v0.40.3.0 + adjacent suites (migrate,
pglite-engine, search-mode, doctor, import-file, upgrade-reembed-prompt,
schema-bootstrap-coverage, recursive chunker, all five new files).
Zero regressions, clean typecheck.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 T15: VERSION + CHANGELOG + migration self-repair + llms regen

VERSION 0.37.11.0 → 0.40.3.0 with package.json sync. CHANGELOG entry
follows the CLAUDE.md ELI10-lead voice rule: opens with "Your search
now understands what each chunk is about, not just what words are in
it," lays out the tier ladder with a real cost table, calls out the
chunk_text storage separation (D20-T1) with a concrete example, and
includes the "Things to watch" + "What we caught and fixed before
merging" sections per the format spec.

CHANGELOG also includes the canonical "To take advantage of v0.40.3.0"
self-repair block with the manual `gbrain apply-migrations --yes` +
`gbrain reindex --markdown` recovery path for users whose
`gbrain upgrade` post-upgrade-reembed didn't fully fire.

skills/migrations/v0.40.3.0.md walks the agent through the mechanical
upgrade flow, the opt-up to tokenmax path with the realistic backfill
cost table, the opt-out soft kill switch flip, and the per-page
frontmatter override with the D15 mount-trust note. Matches the
v0.13.0 + v0.32.7 migration doc structure so agent muscle memory
works.

llms-full.txt + llms.txt regenerated via `bun run build:llms` to pick
up the CHANGELOG + migration doc additions. test/build-llms.test.ts
passes.

Also moved test/audit-synopsis.test.ts → test/audit-synopsis.serial.test.ts
to satisfy the check-test-isolation lint (the test mutates
GBRAIN_AUDIT_DIR via beforeAll/afterAll for a fixture dir, which the
parallel runner forbids in *.test.ts files; serial quarantine is the
canonical fix per CLAUDE.md test-isolation rules).

`bun run verify` passes (typecheck + 4 CI gate checks). 469 tests
across all v0.40.3.0 + adjacent suites pass with 0 failures.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.3.0 test gaps: doctor check coverage + concurrent race regression

Post-T15 test gap-fill: covers the two highest-leverage spots that the
T14 suite didn't exercise.

test/contextual-retrieval-doctor.serial.test.ts (8 tests, .serial because
the doctor check reads the audit JSONL via GBRAIN_AUDIT_DIR env mutation):
- empty-brain → ok
- fully-aligned brain (chunker_version current + mode stamped) → ok
- chunker_version drift → warn with paste-ready `gbrain reindex --markdown`
- NULL mode column → warn surfaces "never evaluated against CR ladder"
- both drift conditions together → warn with both messages
- soft-deleted pages NOT counted (deleted_at filter works)
- non-markdown (code) pages NOT counted (page_kind filter works)
- audit JSONL refusal event surfaces in the failure-summary line

test/e2e/concurrent-embed-race.test.ts (3 tests, D24 regression guard):
- cold path: existing embedding NULL → take new (no-race case)
- IRON RULE: fresher write wins over stale write when text unchanged.
  Pre-fix this would have last-writer-wins via COALESCE; post-fix the
  fresher embedded_at survives. Pinned by raw SQL upsert with an
  explicit -5min embedded_at to simulate the slower writer.
- text change with no new embedding → both embedding + embedded_at
  reset to NULL (consistent state so embed --stale picks up).

Cross-shard contamination fix: race test calls configureGateway with
embedding_dimensions=1536 BEFORE initSchema so the PGLite vector column
sizes consistently regardless of what other tests in the same shard
process configured first. Without this, running the race test alongside
the pglite-e2e test triggered "expected 1280 dimensions, not 1536"
when the gateway was left in its default ZE-1280 state by a prior file.

`bun run verify` passes (typecheck + 5 CI gate checks). 88 tests pass
across all v0.40.3.0 + new gap-fill files in one combined run; zero
shared-state contamination.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.40.5.0 T2: schema — v90 contextual_retrieval_columns + v91 trigger + index

Migration v90 (renamed from v0.40.3.0 v81 on master merge per D2/D7):
- 5 additive columns (pages.contextual_retrieval_mode, pages.corpus_generation,
  sources.contextual_retrieval_mode, sources.trust_frontmatter_overrides,
  query_cache.page_generations) for the contextual retrieval wave.

Migration v91 (NEW per D6 + codex #4 + codex #8):
- pages.generation BIGINT NOT NULL DEFAULT 1 (per-page generation counter)
- query_cache.max_generation_at_store BIGINT NOT NULL DEFAULT 0 (Layer 1 bookmark)
- bump_page_generation_fn() trigger function:
  - BEFORE INSERT: NEW.generation := COALESCE(MAX(generation), 0) + 1 — codex #4
    INSERT coverage so cache rows stored before a new page existed invalidate
    correctly.
  - BEFORE UPDATE: bumps generation only when allow-list columns IS DISTINCT
    FROM (compiled_truth, timeline, frontmatter, deleted_at,
    contextual_retrieval_mode, title, type, page_kind, corpus_generation,
    content_hash) per D6 widened to catch user-visible mutations.
- CREATE INDEX CONCURRENTLY pages_generation_idx ON pages (generation) so
  MAX(generation) for the bookmark check is O(log N) — codex #8 confirmed
  plain btree, no DESC necessary.

Mirrored in src/schema.sql, src/core/pglite-schema.ts CREATE TABLE body
(trigger included so fresh PGLite installs get it from the schema blob, not
just migration replay).

Extended REQUIRED_BOOTSTRAP_COVERAGE with pages.contextual_retrieval_mode,
pages.corpus_generation, sources.contextual_retrieval_mode,
sources.trust_frontmatter_overrides, pages.generation. Probes added to
applyForwardReferenceBootstrap on both engines + matching ALTER blocks for
pre-v90/pre-v91 brains.

COLUMN_EXEMPTIONS extended: query_cache.max_generation_at_store (same
rationale as page_generations — query_cache is migration-only, not in
PGLITE_SCHEMA_SQL).

Test results:
- bun test test/migrate.test.ts: 140 pass / 0 fail
- bun test test/schema-bootstrap-coverage.test.ts: 9 pass / 0 fail
- bun run typecheck: clean

* v0.40.5.0 T3: cache gate — query-cache-gate.ts + lookup/store rewrites

New pure module src/core/search/query-cache-gate.ts:
- buildPageGenerationsSnapshot(engine, pageIds) builds the {pageId: gen}
  snapshot + MAX(generation) bookmark in one round trip via UNION ALL.
  Pre-v91 brains (no generation column) fall back to empty snapshot +
  zero bookmark — backward compat with legacy rows preserved.
- validateCacheRowAgainstPages() — pure validator for unit testing.
- CACHE_GATE_WHERE_CLAUSE exported as a SQL fragment that lookup() embeds
  in its WHERE clause. Two-layer gate per D11:
    Layer 1 (cheap): (SELECT MAX(generation) FROM pages) <=
                     qc.max_generation_at_store
    Layer 2 (per-page): jsonb_each + LEFT JOIN pages to detect deletes
                        + bumped pages on the cached result set.
  Legacy compat: rows with empty {} snapshot are vacuously valid (Layer 2
  short-circuits) — IRON-RULE pinned.

query-cache.ts wiring:
- lookup() table-aliased to `qc` so the gate fragment can reference
  qc.max_generation_at_store + qc.page_generations. WHERE clause adds
  `AND ${CACHE_GATE_WHERE_CLAUSE}` after the existing similarity + TTL +
  knobs_hash filters.
- store() captures the snapshot via the pure helper, then INSERTs both
  page_generations JSONB and max_generation_at_store BIGINT alongside
  the existing columns. ON CONFLICT (id) DO UPDATE refreshes both.

Test coverage (15 unit + 6 e2e):
- test/query-cache-gate.test.ts: 15 cases covering pure validator
  branches (vacuous valid, bookmark short-circuit, single/multi/partial
  bumps, deleted page, codex D11 critical case), PGLite-backed snapshot
  builder (empty pageIds, populated pageIds, integer JSONB shape,
  non-existent IDs skipped, bump-after-update), SQL shape regression
  on CACHE_GATE_WHERE_CLAUSE.
- test/e2e/cache-gate-pglite.test.ts: 6 cases covering store → HIT,
  content UPDATE → MISS, INSERT new page → HIT (codex #4 case where
  bookmark fires but snapshot intact serves correctly), legacy row →
  HIT (IRON-RULE backward compat), soft-delete → MISS (trigger path),
  multi-page partial bump → MISS.

Test results:
- bun test test/query-cache-gate.test.ts test/query-cache.test.ts
  test/query-cache-isolation.test.ts test/e2e/cache-gate-pglite.test.ts:
  33 pass / 0 fail
- bun run typecheck: clean

Note: hard-delete (raw DELETE FROM pages) is not covered by the trigger
(BEFORE INSERT OR UPDATE doesn't fire on DELETE). Production uses
soft-delete via deleted_at (trigger allow-list catches NULL → timestamp
distinction). Hard-delete via admin-only `gbrain pages purge-deleted` is
best-effort cache-wise — acceptable for the rare admin path.

* v0.40.5.0 T5: mode-switch UX at gbrain config set search.mode

New module src/core/search/mode-switch-ux.ts:
- summarizeTransition(old, new): pure 5-cell matrix (no_change /
  narrowing / broadening / tokenmax_opt_in / invalid_new_mode) + reindex
  command + cost estimate + paste-ready callout lines.
- probeWorkerAvailable(engine): worker liveness proxy. gbrain has no
  minion_workers heartbeat table yet (B7 follow-up from v0.19.1), so we
  use a proxy: minion_jobs activity within 10-min query window. Within
  2 min = active; >2min but <10min = stale; nothing = never_seen.
- buildReindexIdempotencyKey(): content-stable per codex D12 Bug 1.
  Pattern: cr-backfill:<source_id>:<chunker_version>:<mode>. NOT
  timestamp-based — two retries against same brain state dedupe.
- runModeSwitchUx(): orchestrator. Honors GBRAIN_NO_MODE_SWITCH_UX=1
  (full skip), non-TTY (print paste-ready hints to stderr), yesFlag
  (auto-submit reindex). For tokenmax_opt_in + TTY + worker probe
  active: submits via MinionQueue.add with allowProtectedSubmit=true.
  For probe = stale or never_seen: loud-fail per D3 with a "start a
  worker OR run inline" recovery hint — closes the silent-stall
  footgun.

src/commands/config.ts hook (~30 LOC):
- Captures the OLD search.mode BEFORE setConfig so summarizeTransition
  classifies correctly.
- Fires runModeSwitchUx() AFTER setConfig persisted, wrapped in
  try/catch so UX failures never break the config-set that already
  landed.
- Best-effort: failures emit `[mode-switch] UX hook failed (non-fatal)`
  to stderr.

Test coverage (18 cases):
- summarizeTransition: 8 cases covering all 5 transition kinds + null
  inputs + tokenmax-as-first-set + invalid mode.
- probeWorkerAvailable: 4 cases via real PGLite — never_seen / active /
  stale (seeded via minion_jobs) + threshold constant assertion.
- buildReindexIdempotencyKey: 6 cases pinning content-stable contract
  (codex D12 Bug 1) — identical inputs match, different inputs differ,
  consecutive calls match despite time delta (NOT timestamp-based).

Test results:
- bun test test/mode-switch-ux.test.ts: 18 pass / 0 fail
- bun run typecheck: clean

* v0.40.5.0 T6: gbrain mounts {enable,disable,trust-frontmatter,untrust-frontmatter}

Four new mounts CLI verbs per D4:
- gbrain mounts enable <id>             — re-enable a disabled mount
- gbrain mounts disable <id>            — toggle off without removing
- gbrain mounts trust-frontmatter <id>  — let this mount's per-page
                                          contextual_retrieval_mode
                                          frontmatter override the source
                                          default. Off by default for
                                          mounted brains; host is always
                                          trusted.
- gbrain mounts untrust-frontmatter <id> — clear the trust flag.

Implementation:
- src/core/brain-registry.ts MountEntry interface extended with
  trust_frontmatter_overrides?: boolean. loadMounts() projection threads
  the field through with default false (mounts opt in explicitly per D4
  + D15 security posture).
- src/commands/mounts.ts: new runSetMountFlag() helper handles all 4
  verbs via a shared file-write path. Missing-mount loud rejection
  (GBrainError with list-hint). Host brain rejection. Idempotent: no-op
  when current value already matches. Cache refresh after each write
  so host agents see the new flag immediately.

Test infrastructure:
- GBRAIN_MOUNTS_PATH env override on getMountsPath() in BOTH
  brain-registry.ts AND mounts.ts (the latter has its own
  copy — two source-of-truth paths). Reason: libuv caches homedir()
  on some platforms, so withFakeHome's HOME mutation isn't picked up
  by tests calling runMounts(). Production callers don't set the env.

Test coverage (5 new cases):
- enable → disable → enable cycle persists
- trust-frontmatter → untrust → trust cycle preserves other fields
- missing mount id → loud rejection with list-hint (closes the
  critical gap from idempotent-pebble Failure Modes table)
- host brain rejection: cannot trust-frontmatter "host"
- enable on already-enabled mount: no-op (idempotent)

Test results:
- bun test test/mounts-cli.test.ts test/brain-registry.serial.test.ts:
  54 pass / 0 fail
- bun run typecheck: clean

* v0.40.5.0 T7: gbrain sources set-cr-mode + missing-source loud rejection

New verb `gbrain sources set-cr-mode <id> <mode>` per D5:
- Mode argument validated against CR_MODES via isCRMode (closed enum:
  none | title | per_chunk_synopsis).
- "unset" / "default" / "" clears the column to NULL (falls through to
  the global search.mode bundle).
- Loud rejection on:
  - Missing id/mode → exit 2, prints usage
  - Invalid mode → exit 2, lists valid options
  - Missing source id → exit 4, paste-ready `gbrain sources list` hint
    (closes the idempotent-pebble Failure Modes critical gap)

src/commands/sources.ts wired into the switch dispatch + help text
updated. isCRMode + CR_MODES lazy-imported per existing import pattern
in this file.

Test coverage (10 cases):
- happy path for all 3 valid CRMode values
- unset path via "unset" + "default" both clear to NULL
- invalid mode → exit 2 + no mutation
- missing source id → exit 4
- missing arguments → exit 2 with usage
- missing mode (only id) → exit 2 + no mutation
- round-trip preserves other fields (name)

Test results:
- bun test test/sources-set-cr-mode.test.ts: 10 pass / 0 fail
- bun run typecheck: clean

* v0.40.5.0 T8: RemediationStep refactor + makeRemediationStep factory

New canonical module src/core/remediation-step.ts:
- RemediationStep interface (lifted from brain-score-recommendations.ts).
  Same shape; rename to "Step" suffix per D6 for clarity ("a step in a
  remediation plan").
- RemediationSeverity + RemediationStatus type re-exports.
- canonicalJson(value): zero-dep canonical serialization — sorts object
  keys recursively before stringify. Per codex D12 Bug 2: identical
  logical params hash identically regardless of insertion order.
- idempotencyKey(source, job, params): shape
  <source>:<job>:sha8(canonicalJson(params)). Lifted from the legacy
  inline idemKey helper so future check authors don't drift.
- makeRemediationStep(opts): canonical factory. Defaults id to the
  idempotency key (override for human-readable like 'sync.repo').
  Status defaults to 'remediable'. All check authors should use this;
  hand-rolling is the drift hazard the refactor closes.

src/core/brain-score-recommendations.ts:
- Removed the local Remediation + RemediationSeverity + RemediationStatus
  definitions.
- Re-exports them from remediation-step.ts so existing callers (e.g.
  doctor.ts) still resolve. Also re-exports Remediation as an alias
  for RemediationStep so import paths can migrate gradually.
- Imports type Remediation alias internally so the (substantial) existing
  computeRecommendations body keeps compiling without sed pass.

Test coverage (17 cases):
- canonicalJson: key-ordering determinism (3 cases), nested objects,
  array order preservation, primitive types, codex D12 Bug 2 regression
- idempotencyKey: shape regex, content invariance, key-ordering
  invariance, source/job/params differentiation
- makeRemediationStep: default id, explicit id override, default status,
  canonical-JSON invariance, all-opts threadthrough
- back-compat: `import { Remediation } from brain-score-recommendations`
  still resolves to RemediationStep (compile + runtime check)

Test results:
- bun test test/remediation-step.test.ts: 17 pass / 0 fail
- bun test test/brain-score-recommendations.test.ts test/doctor.test.ts:
  70 pass / 0 fail (back-compat preserved)
- bun run typecheck: clean

Per D6 + D8: T8b in next commit wires lint, integrity, sync_failures
doctor checks to emit RemediationStep via the new factory.

* v0.40.5.0 T8b: RemediationStep consumers — integrity + sync_failures + 3 Minion handlers

Doctor checks now emit RemediationStep via makeRemediationStep():
- `integrity` check (when bareHits > 0) emits integrity-auto step.
  Severity escalates to 'high' when bareHits > 50. Deterministic; $0 cost.
- `sync_failures` check (when unacked > 0) emits sync-retry-failed step.
  Severity escalates to 'high' when count >= 10. Content-stable params
  (failure_count + oldest_failure timestamp) per codex D12 Bug 2.
- sync-skip-failed DELIBERATELY NOT emitted per D12 Bug 3 (auto-skipping
  failed syncs hides data loss). Operators retain `gbrain sync --skip-failed`
  as a direct CLI option.

Lint doctor check NOT wired — there is no `lint` check in doctor.ts
today; the lint workflow is the standalone `gbrain lint` command. Adding
a doctor lint check is a v0.41+ TODO when it justifies its own complete
section.

Three new Minion handlers in registerBuiltinHandlers (NOT in
PROTECTED_JOB_NAMES — they're thin wrappers around already-shipping CLI
commands, idempotent, no shell exec, MCP-safe):
- lint-fix       → runLintCore({ fix: true })
- integrity-auto → runIntegrity(['auto'])
- sync-retry-failed → runSync(['--retry-failed'])

Check.remediation field shape upgrade:
- Was: inline Array<{...}> shape.
- Now: RemediationStep[] from the canonical
  src/core/remediation-step.ts. Check authors `import { makeRemediationStep }`
  and emit through the factory.

Test results:
- bun test test/doctor.test.ts: 48 pass / 0 fail (zero regression on
  the doctor surface; new remediation fields are additive)
- bun run typecheck: clean

* v0.40.5.0 T11: capture-generation regression test (D3 + codex #5)

The v0.38 ingestion cathedral added a new write path to pages via the
`ingest_capture` Minion handler. The v0.40.5.0 cache-invalidation gate
relies on pages.generation being bumped by EVERY write path via the
BEFORE INSERT OR UPDATE trigger.

This file pins that the new v0.38 capture write path correctly bumps
generation through three scenarios:

1. INSERT path (codex #4 INSERT coverage): ingest_capture with a fresh
   slug creates a page with generation = MAX(generation) + 1 so any
   cache row stored before the new page existed has its bookmark fire.
2. UPDATE path: ingest_capture with an existing slug + new content →
   trigger fires on content-column IS DISTINCT FROM and bumps generation.
3. Idempotent UPDATE: capture with the SAME content → trigger
   short-circuits, no bump. Cache freshness preserved on re-runs.

Per codex #5 strengthening: noEmbed: true is set explicitly so the test
doesn't require API keys (test runs against pure PGLite).

Test results:
- bun test test/e2e/capture-generation-regression.test.ts: 3 pass / 0 fail
- bun run typecheck: clean

* v0.40.5.0 T9: docs — CHANGELOG fold-in + CLAUDE.md + migration skill + llms regen

Single combined v0.40.5.0 CHANGELOG entry folds in v0.40.3.0 contextual
retrieval content + v0.40.5.0 wave additions (cache gate + mode-switch
UX + mounts/sources CLI + RemediationStep refactor). Voice per CLAUDE.md:
ELI10 lead, plain language, paste-ready commands, tier table, "Things
to watch", "What we caught and fixed before merging" (summarizes the
8 codex findings + 3 design decisions in user-facing terms), "Itemized
changes", "## To take advantage of v0.40.5.0" mandatory self-repair
block.

CLAUDE.md: new section "Key commands added in v0.40.5.0 (contextual
retrieval + cache gate + 4 CLI verbs)" listing the 4 new mount verbs,
sources set-cr-mode, mode-switch UX, KNOBS_HASH_VERSION bump, 3 new
Minion handlers, and the 3 new modules (remediation-step,
query-cache-gate, mode-switch-ux).

skills/migrations/v0.40.5.0.md: new migration skill with feature_pitch
frontmatter for the auto-update agent. Documents the 6 master commits
merged in, migration v90 (renumber from v81) + v91 (trigger), the
optional opt-up to tokenmax, per-source CR mode overrides, mount
frontmatter trust, the soft kill switch, and the backward-compat
guarantees.

bun run build:llms refreshed llms.txt + llms-full.txt:
- llms.txt: 4314 bytes
- llms-full.txt: 578257 bytes

Test results:
- bun test test/build-llms.test.ts: 7 pass / 0 fail (committed bundles
  byte-match generator output)

* v0.40.5.0 T10: fix 5 unit-suite drift failures from the wave

KNOBS_HASH_VERSION bumped 4→5 per D8 (sequenced behind salem's pending
v=4 graph-signals work). Three test files held stale ==3 / ==4
assertions:
- test/search-mode.test.ts: assertion + comment updated to v=5.
- test/search/knobs-hash-reranker.test.ts: assertion + describe name
  updated to v=5 ladder.
- test/cross-modal-phase1.test.ts: assertion + name updated to v=5.

reindex.test.ts "skips pages already at current chunker_version" — the
v0.40.3.0 reindex predicate (`chunker_version < CURRENT OR
contextual_retrieval_mode IS NULL`) caught the should-skip page
because its CR mode was NULL. Fixed by seeding `contextual_retrieval_mode
= 'title'` on the should-skip row.

reindex.test.ts "idempotent: re-run on a fully-updated brain reports
nothing to do" — by design, `--no-embed` reindex bumps chunker_version
but skips CR-state stamping (import-file.ts:457-466 documents this).
Fixed by manually stamping `contextual_retrieval_mode = 'title'`
between the first and second reindex calls so the brain matches the
"fully updated" state the idempotency test name implies. Production
embed flow stamps both in one pass; the test uses --no-embed only to
avoid requiring API keys.

Test results:
- bun run verify (typecheck + 4 pre-checks): clean
- bun run test: 9482 pass / 0 fail / 0 skip across 410s

* v0.40.3.0: rename version from 0.40.5.0 → 0.40.3.0 (clean slot above master)

Master is at v0.40.2.0; v0.40.3.0 is genuinely the next free slot. The wave
was originally planned as v0.40.5.0 sequenced behind salem (PR #1300 = v0.40.4.0)
but the user is shipping THIS branch as v0.40.3.0 because:

1. v0.40.3.0 IS the canonical version slot for the contextual retrieval
   cathedral (matches branch name garrytan/v0.40.3.0-contextual-retrieval).
2. Master is at v0.40.2.0 — v0.40.3.0 is the immediate next slot, not a
   collision.
3. salem's v0.40.4.0 + any v0.40.5.0 work sit ON TOP of this in the landing
   train, not under it.

Mechanical rename only — no content changes from the v0.40.5.0 commit
sequence (T1-T11 wave is preserved verbatim, just relabeled):
- VERSION + package.json: 0.40.5.0 → 0.40.3.0
- bun.lock: refreshed (no dep changes)
- CHANGELOG.md: ## [0.40.5.0] header → ## [0.40.3.0] + body references
- skills/migrations/v0.40.5.0.md → skills/migrations/v0.40.3.0.md
  (previous v0.40.3.0.md file overwritten with the richer T9 content)
- CLAUDE.md: "Key commands added in v0.40.5.0" → "v0.40.3.0"
- 30 source + test files: comment references swept via sed s/0.40.5.0/0.40.3.0/g
- llms.txt + llms-full.txt: regenerated

Migration numbering UNCHANGED: v90 (renamed from original v81 because master
took v82-v88) and v91 (new trigger migration) stay at v90/v91 — the version
slot is orthogonal to the migration ledger collision.

KNOBS_HASH_VERSION = 5 stays — sequenced behind master's v=4 schema-pack
work; salem's v=4 graph-signals will rebump to v=5 if it lands first.

Test results after rename:
- bun run verify: clean (typecheck + 7 pre-checks)
- bun run test: 9482 pass / 0 fail / 0 skip

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(migrate): v91 CREATE INDEX CONCURRENTLY can't run inside a transaction (CI Tier 1)

CI Tier 1 (Mechanical) failed on real Postgres with:
  ERROR: CREATE INDEX CONCURRENTLY cannot run inside a transaction block
  STATEMENT: <v91 multi-statement SQL block including CREATE INDEX CONCURRENTLY ...>

Root cause: postgres.js's multi-statement `.unsafe()` wraps the entire block
in an implicit transaction. `transaction: false` on the migration entry
doesn't help — the implicit wrap happens at the driver layer, below the
migration runner. CONCURRENTLY refuses to run inside any transaction.

Fix: rewrite v91 using the v14 pages_updated_at_index handler pattern —
`sql: ''` + `handler:` function that splits the work into separate
`engine.runMigration()` calls:

1. Columns + trigger function + trigger (single multi-statement runMigration —
   ALTER/CREATE FUNCTION/CREATE TRIGGER are transaction-safe).
2. On Postgres only: pre-drop invalid index remnant via
   `pg_index.indisvalid` (matches v14 pattern for retry safety after a
   failed CONCURRENTLY left a half-built index with the target name).
3. CREATE INDEX CONCURRENTLY as a standalone runMigration call (separate
   statement = no implicit transaction wrap).
4. PGLite: plain CREATE INDEX (no CONCURRENTLY needed — single writer).

Verified against real Postgres (pgvector:pg16):
- schema_version=91 after init
- pages_generation_idx exists with btree shape
- bump_page_generation_trg installed
- test/e2e/postgres-bootstrap.test.ts + test/e2e/schema-drift.test.ts:
  8 pass / 0 fail
- bun test test/migrate.test.ts test/schema-bootstrap-coverage.test.ts:
  161 pass / 0 fail
- bun run typecheck: clean

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-23 08:49:28 -07:00
d0d0e2a64a v0.37.11.0: fresh-install PGLite embedding setup fix wave (#1286)
* chore(test): preload gateway to OpenAI/1536 so 1536-dim test fixtures keep working

The v0.37 fix wave changes the canonical gateway defaults to
zeroentropyai:zembed-1 / 1280 (matching what v0.36 already chose as the
system default). 20+ test files have hardcoded new Float32Array(1536)
fixtures that match the OLD schema default. Without this preload, those
tests fail with a vector-dim-mismatch on insert.

The preload is gateway-only — it doesn't change which model gbrain ships
to production users. Tests that want the new ZE/1280 defaults call
configureGateway() explicitly in their own beforeAll.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(ai): canonical embedding defaults + sweep across schema/engines/registry

Closes the v0.36 defaults drift bug class. The gateway shipped
zeroentropyai:zembed-1 / 1280 as the system default in v0.36 but eight
other places kept hardcoding 1536 / text-embedding-3-large. Fresh
gbrain init --pglite sized the column to 1536, the embed pipeline used
ZE/1280, and every page failed with dim mismatch.

- New src/core/ai/defaults.ts leaf module is the canonical source for
  DEFAULT_EMBEDDING_MODEL / DEFAULT_EMBEDDING_DIMENSIONS. Schema and
  registry helpers import from this lean module instead of pulling the
  full gateway (which loads every provider SDK).
- src/core/ai/gateway.ts re-exports the constants for back-compat.
- src/core/pglite-schema.ts getPGLiteSchema() defaults track gateway.
- src/core/postgres-engine.ts getPostgresSchema() default args track
  gateway (same drift on the Postgres path — codex round 1 CDX-1).
- Both engine.initSchema() fallbacks track gateway constants (no more
  stale OpenAI/1536 catch-block defaults).
- Schema seed stops stripping the provider prefix; full provider:model
  is stored in the DB config table (codex round 1 CDX-4).
- Chunk-row INSERT defaults track gateway (codex round 2 CDX2-4 —
  pglite-engine:1611 + postgres-engine:1647 were production write
  sites previously hardcoded to text-embedding-3-large).
- src/core/search/embedding-column.ts loadRegistry + isCacheSafe gain
  the cfg > gateway > DEFAULT resolution chain (codex round 2 CDX2-3).
  The gateway tier matters because callers that configure the gateway
  (init paths, tests, programmatic SDK) expect the registry to mirror
  that state when cfg doesn't have an explicit embedding_model.

Tests:
- schema-templating: default expectation flips to ZE/1280 (v0.37 truth).
- embedding-dim-check: 3 new engine-kind branching cases + updated
  fresh-brain expectation (under legacy preload).
- embedding-column: registry + isCacheSafe expectations match new chain.
- v0_28_5-fix-wave E2E: engineKind required arg propagated.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(init+config+cli): always-configure gateway, file-only loader, honest config-set, sync/reinit help

Closes the "fresh init doesn't work + config-set silently lies" bug
class end-to-end. Six related changes that ship together because the
file-plane/DB-plane contract only holds when init paths, config-set,
the gateway env mapping, and the recipe text all agree.

Lane B (init paths):
- initPGLite, initPostgres, initMigrateOnly always configureGateway()
  before engine.initSchema(). Pre-fix the call was gated on flags, so
  bare `gbrain init --pglite` left the gateway unconfigured and the
  engine fell through to stale OpenAI/1536 defaults instead of the
  ZE/1280 the gateway would have resolved.
- New configureGatewayWithMergedPrecedence() helper applies the locked
  precedence chain `CLI > env > existing file > gateway internal`.
- printResolvedAIChoice() shows the resolved model/dim at init time +
  surfaces a ZE setup hint inline when the API key is missing.
- B.4: saveConfig merge uses loadConfigFileOnly() so transient env
  state (DATABASE_URL, etc.) never poisons ~/.gbrain/config.json
  (codex round 2 CDX-5).
- B.5: extend the v0.28.5 dim-mismatch detector so it fires when the
  gateway-resolved dim differs from the existing column, not only
  when --embedding-dimensions is explicit (codex round 2 CDX-6).

Lane C (config plane):
- New `loadConfigFileOnly()` reads ~/.gbrain/config.json only — no env
  merge, no DATABASE_URL inference. Safe write-back source for init.
- GBrainConfig gains `zeroentropy_api_key?: string`. loadConfig merges
  process.env.ZEROENTROPY_API_KEY. buildGatewayConfig at cli.ts:1401
  maps it into env.ZEROENTROPY_API_KEY so ZE recipes finally see it
  (codex round 2 CDX2-5+6 — the v1 fix landed in the wrong file).
- `gbrain config set embedding_model` and `... embedding_dimensions`
  refuse unconditionally and print a paste-ready wipe-and-reinit
  recipe. No --force escape (codex round 2 CDX2-13).
- migrate-engine.ts adds a contract comment at the DB-plane write
  site documenting "DB stores schema-applied metadata; file plane is
  canonical for runtime gateway config" + preserves the existing
  file-plane config across engine migration.

Lane D.1 (recipe text):
- embeddingMismatchMessage() takes an `engineKind` arg. PGLite branch
  emits a wipe-and-reinit recipe using gbrainPath('brain.pglite') or
  the caller's databasePath override. Postgres branch keeps the SQL
  ALTER recipe.
- The PGLite recipe recommends `gbrain reinit-pglite` (new sugar
  command below) as the one-line path before falling back to the
  by-hand mv + init + sync sequence.

Lane D.4 (sync help dispatch):
- `sync` and `reinit-pglite` added to CLI_ONLY_SELF_HELP so their own
  --help branches reach the user (pre-fix the generic short-circuit
  fired first and the dedicated usage was unreachable; codex round 2
  CDX2-12).
- `gbrain sync --help` short-circuits BEFORE engine bind so users on
  a fresh tmpdir (no config) can read the help without hitting
  no-such-config errors.

Sugar:
- New `gbrain reinit-pglite --embedding-model X --embedding-dimensions N`
  wraps the wipe + init + sync dance into one command. Backs up the
  brain to <path>.bak. TTY confirmation unless --yes. --no-sync to
  defer the resync. --json for scripts.

Tests:
- test/cli.test.ts sync-help test rewritten for the new
  per-command-usage output (lists --no-embed which is the v0.37
  user-visible flag the wave wanted to surface).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(embed+sync): pre-flight dim-mismatch guard + sync hint at both catch sites

embedding-pipeline error UX. Pre-fix, a fresh-install dim mismatch
produced raw Postgres "expected N dimensions, not M" errors page after
page, surfacing only after the worker pool drained the entire corpus.
Sync swallowed embed errors at TWO catch sites and never surfaced
the recovery recipe.

embed.ts:
- New `EmbeddingDimMismatchError` tagged class with the paste-ready
  recipe baked in.
- `runEmbedCore` pre-flights via `readContentChunksEmbeddingDim` +
  gateway.getEmbeddingDimensions() before the worker pool spins up.
  On mismatch, throws the typed error which the CLI wrapper catches
  and prints. Dry-run skips the check (no embed risk).
- Catches the headline fresh-install bug class at first call instead
  of letting it hammer N parallel API calls into dim-rejected inserts.

sync.ts:
- Both embed catches at sync.ts:990 (incremental) and sync.ts:1129
  (first-sync) detect EmbeddingDimMismatchError and surface the recipe
  + a `--no-embed` tip on stderr (codex round 2 CDX2-8: incremental
  path was previously silent; only the first-sync path was flagged).
- Non-mismatch embed failures still stay best-effort (rate limits,
  transient network) — those shouldn't break sync.
- Sync calls runEmbedCore directly instead of runEmbed (which calls
  process.exit on error and bypasses sync's catch).
- Sync gets a proper --help block listing every meaningful flag:
  --no-embed, --workers, --source, --skip-failed, --retry-failed,
  --watch, --interval, --no-pull, --all, --json, --yes, --dry-run.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(doctor): read gateway for schema-sizing checks + provider-aware key lookup

Doctor's embedding checks were reading the DB config table for
embedding_model / embedding_dimensions / zeroentropy_api_key. Post
v0.37 the file plane is canonical (the DB plane is schema-applied
metadata, not runtime gateway config) so those reads produced stale
verdicts on fresh installs whose DB row hadn't been written.

- checkEmbeddingWidthConsistency reads gateway.getEmbeddingDimensions()
  and gateway.getEmbeddingModel() instead of engine.getConfig(...).
  Reuses readContentChunksEmbeddingDim from the same shared helper
  init + embed use. On mismatch, the fix hint threads engineKind +
  databasePath into the new branched recipe (codex round 1 CDX-8 +
  Lane E.1/E.2).
- checkZeEmbeddingHealth reads gateway for the model + loadConfigFileOnly
  for the key. Fires when (a) resolved model starts with zeroentropyai:
  AND (b) ZEROENTROPY_API_KEY is unset in env AND (c) file plane has
  no zeroentropy_api_key (codex round 2 CDX2-10).
- loadRecommendationContext reads gateway for both fields and
  recognizes the ZE key alongside OpenAI/Anthropic in the
  hasEmbeddingApiKey check, so brains on ZE no longer look "healthy"
  just because OPENAI_API_KEY happens to be set (codex round 2 CDX2-11).

Tests rewritten for the gateway-source-of-truth contract via
configureGateway() in beforeAll. Added a "gateway unconfigured: skips
with ok" case so doctor doesn't false-warn on cold-boot brains.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* test+docs(v0.37): fix-wave unit coverage + PGLite-first migration recipe + TODOS

Lands the v0.37 PGLite fresh-install fix wave's structural tests and
the user-facing migration recipe overhaul.

test/v0_37_fix_wave.test.ts (new): 22 unit cases pinning the lanes:
- Lane A: defaults module exports, getPGLiteSchema/getPostgresSchema
  default-args, registry + isCacheSafe under the `cfg > gateway >
  DEFAULT` chain (both gateway-set and gateway-reset branches).
- Lane B: loadConfigFileOnly env isolation + DATABASE_URL inference
  refusal + null-on-missing.
- Lane C.3: buildGatewayConfig maps zeroentropy_api_key + process.env
  wins over config (operator escape hatch contract).
- Lane D.2: EmbeddingDimMismatchError shape + tag.
- Lane D.4: structural assertion that `sync` is in CLI_ONLY_SELF_HELP.
- Deferred-TODO ship: reinit-pglite is registered correctly +
  embeddingMismatchMessage PGLite branch recommends it.

docs/embedding-migrations.md: PGLite section moved to top (the default
install). The recommended path is `gbrain reinit-pglite` one-liner;
the by-hand mv + init + sync sequence stays as the fallback recipe.
Postgres SQL ALTER recipe preserved. New section on `gbrain config
set` refusal explains the file-plane vs DB-plane contract so users
don't follow stale documentation.

TODOS.md: 4 deferred follow-ups filed with concrete file pointers:
- gbrain embed --try-fallback (provider auto-switch with consent gate)
- Full plane unification for non-schema-sizing fields
- Worker-pool shared AbortController for mid-run dim drift
- Cleanup of back-compat constants in src/core/embedding.ts

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* test(v0.37): fill behavior gaps + headline fresh-install E2E

The structural fix-wave tests in test/v0_37_fix_wave.test.ts pin lane-level
invariants (exports, registry chain, signature shapes). The audit found 10+
END-TO-END behaviors that the structural tests didn't actually reach.
This file fills the highest-leverage gaps.

Unit coverage (test/v0_37_gap_fill.test.ts, 12 cases):
- Lane A.7: chunk-row INSERT default tracks DEFAULT_EMBEDDING_MODEL
  constant (pre-fix this was the literal 'text-embedding-3-large' at
  pglite-engine.ts:1611 + postgres-engine.ts:1647 — production write
  sites that were never directly tested; codex round 2 CDX2-4).
- Lane A.8: schema seed stores full provider:model in DB config
  (pre-fix the .split(':') strip dropped the prefix; codex round 1
  CDX-4). Asserts a fresh ZE init stores `zeroentropyai:zembed-1`
  in the config table, not bare `zembed-1`.
- Lane B precedence: explicit CLI > env > existing file > default
  test (codex round 2 CDX2-7 contradiction guard).
- Lane C.3 env merge: process.env.ZEROENTROPY_API_KEY threads through
  loadConfig → cfg.zeroentropy_api_key; loadConfigFileOnly does NOT.
- Lane D.2 end-to-end: schema=1536 + gateway=1280 →
  EmbeddingDimMismatchError fires AND the embed transport is never
  called (the whole point of pre-flight). Plus dry-run skips the
  check.
- Lane D.3 source-text grep: both sync.ts catch sites detect the
  typed error + the `--no-embed` tip is present (CDX2-8).
- Lane E.4 source-text grep: loadRecommendationContext is
  provider-aware (reads gateway + branches on ZE/OpenAI key).
- reinit-pglite contract: refuses on non-PGLite engines + refuses
  when required flags are missing.

E2E (test/e2e/fresh-install-pglite.test.ts, 2 cases):
- Bare `gbrain init --pglite` produces a `vector(1280)` schema, prints
  the resolved choice, persists defaults to config.json — the headline
  scenario that v0.37 ships to fix.
- init → seed page → embed end-to-end: chunks have non-null
  embeddings; no dim mismatch despite the wave's defaults change.

Both E2E cases are IN-PROCESS (per CDX2-12: CLI-subprocess E2E can't
inherit `__setEmbedTransportForTests`). They run with stubbed transport
returning synthetic 1280-dim vectors so we never hit real provider APIs.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* test(v0.37): defensive gateway restore in reinit-pglite describe block

Adds an afterAll that restores the gateway to OpenAI/1536 (matching the
bunfig preload) at the end of the reinit-pglite describe. Belt-and-
suspenders: earlier describe blocks in this file already restore, but
if the reinit-pglite tests ever start mutating the gateway in the
future, this protects downstream test files in the same bun-test shard
from inheriting a non-default state.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* chore: bump version and changelog (v0.37.10.0)

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* docs: scrub stale config-set recipes for embedding model (v0.37.10.0)

README + topologies + embedding-providers were still pointing users at
`gbrain config set embedding_model X` / `embedding_dimensions N`. As of
v0.37.10.0 those writes are refused — the schema column has to resize
alongside the config. Point at `gbrain reinit-pglite` (PGLite) and the
SQL recipe in `docs/embedding-migrations.md` (Postgres) instead.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* chore: bump version to v0.37.11.0

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* test: quarantine v0.37 fix-wave tests to .serial.test.ts

CI's `check:test-isolation` lint flagged R1 violations (direct
`process.env.GBRAIN_HOME` mutation) in both new fix-wave test files.
Per the documented quarantine pattern in CLAUDE.md, rename to
`*.serial.test.ts` instead of refactoring through `withEnv()` — both
files use beforeEach/afterEach env wiring that's already serial-safe.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:11:00 -07:00
e60b60244f v0.36.6.0 feat: cross-modal search wave (text↔image + unified column + LLM intent) (#1165)
* feat(cross-modal/0): batched multimodal + query helpers + SSRF helper

Commit 0 of the cross-modal search wave. Foundation for Phase 1-3:

- embedMultimodal accepts MultimodalInput text variant + EmbedMultimodalOpts
  with inputType: 'document' | 'query' (D22-2). Default unchanged so
  importImageFile keeps document-side embedding.
- embedQueryMultimodal(text) + embedQueryMultimodalImage(input) wrappers
  for hybridSearch + searchByImage query paths.
- embedMultimodalSafe binary-search retry on transient batch failure +
  failed_indices surfacing. Phase 3 reindex uses this so a single bad
  chunk doesn't discard the 31 in-flight embeddings around it.
- Voyage path: text + image inputs in one batch via content arrays.
- openai-compat path: text + image inputs in one request per input.
- src/core/ssrf-validate.ts (D19): DNS-resolve-and-fetch-by-IP defense
  for redirect chains. Closes the DNS-rebinding gap that url-safety.ts'
  static check leaves open. Uses node:dns/promises with {all: true,
  family: 0} to inspect every A and AAAA record before connecting.
  fetchWithSSRFGuard helper validates per-redirect-hop and limits chain
  depth (default 3).
- Re-exports from src/core/embedding.ts public seam.

Tests:
- test/embed-multimodal-batching.test.ts (13 cases): text variant, query
  inputType discipline, mixed text+image batches, embedQueryMultimodal,
  embedQueryMultimodalImage, embedMultimodalSafe happy/empty/all-fail/
  mid-batch-recovery/permanent-misconfig.
- test/ssrf-validate.test.ts (20 cases): static rejections via
  isInternalUrl, scheme + credentials rejection, DNS rebinding defense
  (single-record + multi-record), public happy path, IPv6 literals,
  malformed URLs.

No regression in existing voyage-multimodal.test.ts or
openai-compat-multimodal.test.ts (33 cases all pass).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(cross-modal/1): Phase 1 text→image routing + knobsHash + RRF + backfill

Phase 1 of the cross-modal search wave. Wires the existing 1024d Voyage
multimodal embedding space (already populated for image chunks via
importImageFile) into the user-facing query path. Text queries that match
cross-modal intent regex route through Voyage multimodal-3 instead of the
text embedding model, then search content_chunks.embedding_image.

- query-intent.ts: new `suggestedModality: 'text' | 'image' | 'both'`
  axis on `QuerySuggestions`. Module-scope CROSS_MODAL_PATTERNS regex
  array (D15 — compiled once at module load). Conservative on purpose;
  LLM intent escalation (Commit 4) catches genuinely ambiguous phrasings.
- query-intent.ts: new `isAmbiguousModalityQuery(query)` pure heuristic
  for Commit 4's escalation gate. Returns true ONLY when regex misses
  AND a visual noun + reference marker both fire.
- types.ts: `SearchOpts.crossModal: 'text' | 'image' | 'both' | 'auto'`
  + `SearchResult.modality: 'text' | 'image'` for downstream renderers.
- mode.ts: 7 new knobs in ModeBundle (D2): cross_modal_both_text_weight,
  cross_modal_both_image_weight, image_query_text_refinement_weight,
  image_query_image_refinement_weight, unified_multimodal,
  unified_multimodal_only, cross_modal_llm_intent. All three mode
  bundles default to the same values (cross-modal is opt-in).
- mode.ts: D2 cache-key fix — KNOBS_HASH_VERSION bumped 2→3, all 7 new
  knobs participate in knobsHash so a text-mode cache hit can't be
  served to an image-mode caller.
- mode.ts: D3 registry — all 7 keys land in SEARCH_MODE_CONFIG_KEYS so
  `gbrain search modes` / `stats` / `tune` see them.
- hybrid.ts: routing branch at the embed step. Resolves effective
  modality from (per-call opts → suggestions → 'text'). Image route:
  embedQueryMultimodal + searchVector(embedding_image), skip expansion
  + keyword (D9 mode-bundle override). Both route: parallel text + image
  vector searches merged via weighted RRF (D6) with cross_modal_both_*
  weights. Fail-open: multimodal misconfigured → structured warn + text
  fallback. 'auto' literal normalized to undefined (D22-1).
- operations.ts: thread `cross_modal` param through `query` op.
- backfill-registry.ts: new `modality` backfill kind. SQL filter requires
  `chunk_source='image_asset'` (D22-7 defensive guard). Idempotent.
- doctor.ts: `cross_modal_modality_backfill` check surfaces unflagged
  image-asset chunks with paste-ready `gbrain backfill modality` hint.

Tests:
- cross-modal-phase1.test.ts (45 cases): regex classification (positive
  + negative + plural-safe), isAmbiguousModalityQuery, D3 registry, D2
  knobsHash diffs across all 7 new knobs, MODE_BUNDLES defaults,
  resolveSearchMode precedence chain.
- cross-modal-hybrid-integration.test.ts (7 cases): PGLite + stubbed
  gateway. Verifies image-modality calls Voyage and not OpenAI, text
  calls OpenAI and not Voyage, 'auto' literal normalizes, 'both' mode
  hits both endpoints, fail-open routes to text on multimodal misconfig.
- search-mode.test.ts: updated MODE_BUNDLES + KNOBS_HASH_VERSION
  assertions (148 cross-suite tests still pass; no regression).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(cross-modal/2): Phase 2 image-as-query + D18 path ban + D23-#6 spend cap

Phase 2 of the cross-modal search wave. Adds the `search_by_image` MCP op,
the SSRF-defended image loader, and the daily per-OAuth-client spend cap
on paid Voyage multimodal calls. D17 honest framing applied: Phase 2 ships
image→similar-images + image-OCR-text retrieval. True image→full-text-
knowledge requires Phase 3's unified column.

- src/core/search/image-loader.ts: loadImageInput accepts local path,
  data: URI, or http(s):// URL. Magic-byte sniff for PNG/JPEG/WebP (no
  other formats). Hard size cap (10MB local default, 2MB remote default).
  http(s) path uses fetchWithSSRFGuard from Commit 0: every redirect hop
  re-resolved via DNS lookup + every record checked against the internal
  IP deny list. Max 3 redirect hops. 5s total fetch timeout. Pre-flight
  Content-Length check + post-fetch size guard for lying servers.
- src/core/search/by-image.ts: searchByImage runs the image branch
  always; D13 hybrid intersect runs a parallel text branch when
  `query` is provided, merged via weighted RRF. Phase 3 will widen
  the column routing to embedding_multimodal once that lands.
- src/core/operations.ts: new search_by_image op (scope: read, NOT
  localOnly). D18 P0 — when ctx.remote === true AND image_path is set,
  rejects with permission_denied at handler entry (validateParams would
  catch it again at dispatch). D5 source-id thread via sourceScopeOpts.
  D12 per-param length cap enforced via remote-vs-local maxBytes config
  read at handler entry. D23-#6 pre-flight checkBudget + post-call
  recordSpend (best-effort; failures don't block response).
- src/core/spend-log.ts: BudgetExceededError + checkBudget + recordSpend
  + getTodaySpendCents. UTC day-aligned aggregation so the cap rolls
  over deterministically. Local CLI callers (no clientId) bypass the
  gate entirely. Pre-v0.36 brains without the mcp_spend_log table fail
  open to spend=0; the migration brings the table in on first start.
- src/core/migrate.ts: new migration v67 mcp_spend_log table + indexes
  for the (client_id, day) and (token_name, day) hot reads. PGLite
  parity via sqlFor.pglite.
- src/core/search/hybrid.ts: RRF_K constant exported so by-image.ts can
  share the same effective-K math as the main hybrid path.

Tests:
- cross-modal-phase2.test.ts (15 cases): magic-byte sniffing (PNG +
  JPEG + WebP positive, GIF rejection), oversized rejection (default +
  custom cap), data: URI happy path + malformed + decoded-non-image
  + oversized, invalid input shapes (empty + ftp), SSRF defense via
  DNS rebinding stub.
- search-by-image-op.test.ts (7 cases): D18 remote image_path
  rejection + local CLI accepts; input validation (missing all three /
  multiple together); D23-#6 budget block-at-cap + allow-under-cap +
  local-CLI-bypass; migration v67 mcp_spend_log table applied cleanly.

All 166 tests across the cross-modal suite pass; no regression in
existing voyage-multimodal / openai-compat-multimodal / search-mode suites.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(cross-modal/3): Phase 3 unified column + reindex + D8 fail-open + D23-#2

Phase 3 of the cross-modal search wave. Adds the unified multimodal column
on content_chunks + the `gbrain reindex --multimodal` sweep + the
`search.unified_multimodal` routing flag with D8 source-aware coverage
guard + fail-open behavior. D17 honest framing: this is the phase that
unlocks true image→full-text-knowledge — Phase 2's searchByImage
transparently upgrades to the richer retrieval once the unified column
has coverage.

D10 reindex-core extraction filed as a follow-up TODO. The existing
markdown reindex walks pages and re-imports via importFromFile; this
walks content_chunks and re-embeds via the gateway. Patterns rhyme but
cores diverge enough that extraction balloons the diff. Both commands
stand alone with their own checkpoint + cost-prompt logic.

- migrate.ts v68 (embedding_multimodal_column): column-only ALTER on
  content_chunks. HNSW partial index deferred to post-reindex build
  (D20: pgvector docs recommend post-load build for HNSW). Both engines.
- types.ts SearchOpts.embeddingColumn type widened to include
  'embedding_multimodal'.
- postgres-engine.ts + pglite-engine.ts searchVector: route to
  embedding_multimodal column when opts.embeddingColumn set. NO modality
  filter (unified column carries both text + image content).
- hybrid.ts unified routing branch: when search.unified_multimodal=true,
  bypasses dual-column branching and runs embedQueryMultimodal +
  searchVector(embedding_multimodal). D8 fail-open: zero rows + not
  strict-mode → falls through to dual-column text path with structured
  warning. search.unified_multimodal_only=true bypasses the fallback.
- src/commands/reindex-multimodal.ts: `gbrain reindex --multimodal`.
  D7 lock via tryAcquireDbLock('gbrain-reindex-multimodal'); 6h TTL.
  Cost prompt + 10s Ctrl-C grace window in TTY; auto-proceeds non-TTY.
  GBRAIN_NO_REEMBED=1 bypass. Checkpoint at
  ~/.gbrain/reindex-multimodal-checkpoint.json for resume. D23-#2
  auto-flip prompt at coverage=100% completion.
- cli.ts: `gbrain reindex --multimodal` dispatch with --limit, --dry-run,
  --cost-estimate, --no-embed, --yes, --json flags.
- doctor.ts: unified_multimodal_coverage check (D21 source-aware) +
  reports per-source % when search.unified_multimodal is on. Warns at
  <95% lowest source; fails when unified_multimodal_only=true AND
  lowest source <99%. Falls open to OK when column not yet present.

Tests:
- unified-multimodal.test.ts (8 cases): schema migration v68 applies,
  reindex --dry-run + --cost-estimate + GBRAIN_NO_REEMBED bypass +
  zero-pending fast-path, hybridSearch unified routing forces voyage
  endpoint, D8 fail-open routes to text on empty unified, D8 strict
  blocks text fallback.

All 211 tests across the cross-modal + related suite pass; no
regression in voyage-multimodal / openai-compat-multimodal / search-mode
/ intent / search base suites.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(cross-modal/4): LLM intent escalation for ambiguous modality

Commit 4 of the cross-modal search wave (opt-in default off).

When `search.cross_modal.llm_intent` is true AND the regex classifier
returned 'text' AND `isAmbiguousModalityQuery(query)` fires, hybridSearch
awaits a Haiku tie-break via gateway.chat() before routing. The
ambiguous-modality gate (introduced in Commit 1) ensures the LLM call
only fires on the narrow band where regex misses but a visual noun +
reference marker both fire — roughly <1% of queries with the flag on.

- src/core/search/llm-intent.ts: new module. `classifyModalityWithLLM`
  routes through gateway.chat() with a fixed system prompt ("Output
  exactly one word: text, image, or both"). 1s timeout via AbortController.
  `parseModality` is a pure exported helper that tolerates trailing
  punctuation + casing. Fail-open on every error path (gateway
  unavailable, timeout, parse failure, unrecognized output).
- src/core/search/hybrid.ts: escalation branch slots BEFORE the unified
  routing branch. Gated by: no explicit per-call crossModal opt, regex
  result == 'text', config flag on, ambiguity heuristic fires. Fail-open
  to regex result on any error from the LLM tie-break.

Tests:
- llm-intent-escalation.test.ts (14 cases): parseModality tolerance
  matrix (text / image / both / trailing punct / whitespace /
  unrecognized / empty), classifyModalityWithLLM happy paths for all 3
  outputs, fail-open on throw / unrecognized output / gateway-not-
  configured, explicit-fallback-honored.
- llm-intent-hybrid-integration.test.ts (6 cases): hybridSearch
  escalation gate fires ONLY when flag-on + ambiguous; off when flag-off,
  unambiguous, regex-confident, or explicit per-call opt set; fail-open
  on LLM throw.

All 231 tests across the cross-modal + related suite pass; no
regression in voyage-multimodal / openai-compat-multimodal /
search-mode / intent / search base suites.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(cross-modal/3): verify-gate fixes for full test suite

Three small fixes to pass the full unit + E2E sweep after the cross-modal
wave commits land.

- migrate.ts v67: drop date_trunc('day', created_at) from
  mcp_spend_log indexes. TIMESTAMPTZ truncation depends on session
  timezone and isn't IMMUTABLE, so Postgres rejects the function in
  the index expression with SQLSTATE 42P17. BTREE on
  (client_id, created_at) covers the per-day rollup query via range
  scan on created_at — same performance, no IMMUTABLE constraint.
- pglite-schema.ts + src/schema.sql: shorten the embedding_multimodal
  column comment. The longer version contained a comma inside a SQL
  line comment ("...search.unified_multimodal=true, all queries..."),
  which broke parseBaseTableColumns in test/schema-bootstrap-coverage
  (the parser splits on commas at depth-0 before stripping comments,
  so the comma inside the comment shortened the column-definition part
  and an "all" token from "all queries" got picked up as the next
  column name — silently hiding embedding_multimodal from coverage).
- schema-embedded.ts: regenerated via `bun run build:schema`.
- test/e2e/v030_1-integration-pglite.test.ts: listBackfills assertion
  extended to include the new `modality` entry registered in
  src/core/backfill-registry.ts as part of Commit 1.
- test/search/knobs-hash-reranker.test.ts: KNOBS_HASH_VERSION assertion
  updated from 2→3 to match the cross-modal-wave hash-key extension
  (D2 cache contamination fix). Same shape as the prior
  v0.32→v0.35 bump.
- test/unified-multimodal.test.ts: migrated process.env mutation to
  withEnv() helper to satisfy the scripts/check-test-isolation R1
  rule.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs(cross-modal): VERSION + CHANGELOG + CLAUDE.md + spec doc + llms regen

Final docs commit for the cross-modal wave (v0.36.0.0).

- VERSION + package.json: bump 0.35.5.1 → 0.36.0.0
- CHANGELOG.md: full Garry-voice release entry with five-commit breakdown,
  the-numbers-that-matter table, what-this-means-for-you, and the
  required to-take-advantage-of-v0.36.0.0 block
- docs/issues/cross-modal-search.md: cherry-picked from PR #1127 head
  (164 lines, the original spec doc preserved as historical reference
  for Phase 2 + 3 background)
- CLAUDE.md: Key Files entries for src/core/ssrf-validate.ts,
  src/core/search/image-loader.ts, src/core/search/by-image.ts,
  src/core/search/llm-intent.ts, src/core/spend-log.ts,
  src/commands/reindex-multimodal.ts, plus extension annotations on
  src/core/search/query-intent.ts, src/core/search/mode.ts,
  src/core/search/hybrid.ts, src/core/backfill-registry.ts,
  src/core/migrate.ts (v67 + v68)
- llms-full.txt + llms.txt: regenerated via `bun run build:llms`

`bun run verify` clean (privacy + proposal-pii + test-names + jsonb +
source-id-projection + progress + test-isolation + wasm + admin-build +
admin-scope-drift + cli-exec + system-of-record + eval-glossary +
typecheck). `bun test test/build-llms.test.ts` clean (7/7).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(cross-modal): renumber migrations 67→69 + 68→70 post-master-merge

Master shipped its own v67 (`facts_typed_claim_columns`) during the
cross-modal wave's review cycle. The merge picked up both side's v67
entries, breaking the migration-distinct-versions test. Renumbering
moves cross-modal's table + column ALTER off the collision:

- v67 mcp_spend_log → v69 mcp_spend_log
- v68 embedding_multimodal_column → v70 embedding_multimodal_column

References updated in CHANGELOG, CLAUDE.md, pglite-schema.ts, schema.sql.
schema-embedded.ts regenerated. llms-full.txt regenerated.

7006 unit tests pass, 0 fail. No test code touched — just version
renumbering plus comment refs.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* chore: bump version 0.36.0.0 → 0.36.4.0

Bumping to v0.36.4.0 to land in the queue slot the user requested.
No behavior change; pure version bump across VERSION, package.json,
CHANGELOG.md header, llms-full.txt regen.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 17:14:53 -07:00
1d5f69fe7a v0.36.3.0 feat: dynamic embedding column selection for search (#1164)
* feat: migration v68 — eval_candidates.embedding_column

Schema migration ALTERs eval_candidates to add a nullable
embedding_column TEXT column. Per-row capture metadata so
`gbrain eval replay` reproduces the same column the
capture ran against (D16 / CDX-10). NULL-tolerant: pre-v0.36
rows fall back to current default.

Renumbered v67→v68 because master claimed v67 for
facts_typed_claim_columns during this branch's lifetime.

PGLite parity via sqlFor.pglite — same ALTER IF NOT EXISTS.

* feat: dynamic embedding column — core (resolver, types, gateway, engines)

The read-path foundation for routing search through any
populated embedding column, not just OpenAI 1536.

src/core/search/embedding-column.ts (new) is the canonical
seam. Single source of truth for column → provider/dim/type
lookup. Validates registry keys via regex
(/^[a-z_][a-z0-9_]*$/), uses Object.create(null) +
Object.hasOwn so 'constructor' and other inherited names
can't masquerade as registered columns. Identifier-quoting
on SQL interpolation as defense in depth.

src/core/types.ts widens SearchOpts.embeddingColumn to
accept ResolvedColumn descriptors at the engine boundary;
adds EmbeddingColumnConfig + ResolvedColumn exports.

src/core/config.ts merges embedding_columns +
search_embedding_column from the DB plane via
loadConfigWithEngine, mirroring the existing
embedding_multimodal_model pattern. Handles the no-file
case so env-only Postgres installs see DB-plane overrides
(codex /ship #3).

src/core/ai/gateway.ts: embedQuery(text, opts) +
embed(texts, opts) accept embeddingModel + dimensions
overrides. isAvailable(touchpoint, modelOverride?) so
hybrid asks 'is the active column's provider reachable?'
not 'is the global default reachable?' (CDX-4 / D10).

Engines: searchVector accepts ResolvedColumn descriptors via
normalizeEngineColumn; engine code is config-free and
unit-testable. getEmbeddingsByChunkIds(ids, column?) so
cosineReScore hydrates from the active column instead of
always 'embedding' (CDX-3 / D9). Identifier-quoting belt at
the SQL boundary.

src/core/eval-capture.ts threads embedding_column from
hybridSearch meta into the persisted capture row.

* feat: dynamic embedding column — integration (hybrid, ops, doctor)

Wires the resolver into hybridSearch, the query op, doctor,
and the config command.

src/core/search/hybrid.ts: resolves the column once at the
boundary, threads the descriptor into engine calls, routes
embedQuery through the resolved column's provider/dims, and
calls isCacheSafe (not isDefaultColumn) for cache skip so
user overrides of the 'embedding' builtin can't leak across
vector spaces (CDX-4). cosineReScore now hydrates from the
active column.

src/core/search/mode.ts: KNOBS_HASH_VERSION 2→3, append-only
new fields col= and prov= alongside floor_ratio. Cache rows
from different columns or providers now sit in different
keyspaces — cross-column contamination impossible.

src/core/operations.ts: query op accepts embedding_column
param for per-call A/B benchmarking. search op (keyword-only)
deliberately does NOT (CDX-9 / D15) — would be silent UX.

src/commands/doctor.ts: new embedding_column_registry
check. Batch format_type probe (D13) catches dim drift
that information_schema.columns.udt_name can't.
Batch pg_indexes probe (D5) warns on missing HNSW. Coverage
% on active column, gates at <90% (D14), short-circuits on
empty brains (codex /ship #5).

src/commands/config.ts: validates embedding_columns JSON
shape at set time, runs the coverage gate when setting
search_embedding_column, uses Object.hasOwn for the
registry lookup.

src/commands/eval-replay.ts: replay re-runs queries against
the captured embedding_column so post-flip-config replays
don't surface as false-positive regressions.

* test: dynamic embedding column — unit + e2e coverage

50 unit cases for the resolver (resolution chain, registry
merge, validation, prototype pollution, descriptor
passthrough, isCacheSafe, normalizeEngineColumn).

8 gateway override cases — embeddingModel + dimensions
flow into providerOptions, isAvailable(touchpoint, override)
routes to the right recipe, unknown models throw clean.

4 cosineReScore + 6 ops + 5 knobs-hash + 7 mode + 9 PGLite
E2E + 7 Postgres E2E + 5 eval-replay column metadata.

Postgres E2E (gated on DATABASE_URL) covers halfvec(2560)
end-to-end on real pgvector, EXPLAIN-visible HNSW index
on the alternate column, format_type-based dim drift catch,
and the <90% coverage gate.

Pins every codex /ship fix: prototype-pollution rejection
('constructor' as column name), descriptor passthrough
validation (rejects SQL-shaped strings in dimensions),
isCacheSafe semantics (space-based, not name-based).

Total: 141 new + extended cases, all green.

* chore: bump version and changelog (v0.36.3.0)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs: sync to v0.36.3.0

Add CLAUDE.md key-files entry for src/core/search/embedding-column.ts.
Annotate hybrid.ts, gateway.ts, doctor.ts, and migrate.ts entries with
v0.36.3.0 wave changes (ResolvedColumn threading, embedQuery model
override, embedding_column_registry check, migration v68). Document
knobs_hash v=2 → v=3 bump under the Search Mode section.

Regenerate llms-full.txt from the updated CLAUDE.md so the auto-checked
bundle matches source (build-llms.test.ts CI guard).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(ci): two CI failures from v0.36.3.0

1. test/loadConfig-merge.test.ts: update the 'returns null when base
   config is null' contract test. Pre-v0.36 the function returned null
   for null base; the codex /ship #3 fix changed that to synthesize a
   minimal `{ engine: 'postgres' }` so env-only installs see DB-plane
   overrides. Test now pins the new contract + adds a round-trip case
   asserting the merge actually surfaces `embedding_columns` /
   `search_embedding_column` set via gbrain config set on a null base.

2. test/schema-bootstrap-coverage.test.ts was failing because
   eval_candidates.embedding_column (added by migration v68) wasn't
   covered by applyForwardReferenceBootstrap. Fix: add the column to
   PGLITE_SCHEMA_SQL's eval_candidates CREATE TABLE definition (and
   src/schema.sql for parity) so fresh installs get it natively. The
   coverage test's third tier (schemaCreateTableCols) now finds it.
   Regenerated schema-embedded.ts via bun run build:schema.

Schema-blob path is cleaner than COLUMN_EXEMPTIONS — fresh installs
skip the migration entirely; upgrade installs still run v68.

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 21:26:12 -07:00
af7e5379c2 v0.35.6.0 feat(search): floor-ratio gate for metadata boost stages (closes #1091) (#1129)
* v0.35.6.0 feat(search): floor-ratio gate for metadata boost stages

Opt-in score-based gate on the three metadata-axis boost stages (backlink,
salience, recency) inside `runPostFusionStages`. When `SearchOpts.floorRatio`
or `search.floor_ratio` config is set, each stage skips results whose
post-cosine-rescore score is below `floorRatio * topScore`. Default
undefined preserves prior behavior bit-for-bit. Prevents weak-overlap
candidates from accumulating metadata boosts and leapfrogging the
legitimate primary hit on dense-embedder corpora.

Built on the contributor PR from @jayzalowitz (PR #1091, SkyTwin
twin-memory layer). Refactored on top: threshold is computed ONCE at
runPostFusionStages entry instead of per-stage (single-baseline semantic,
order-independent); knobsHash bumped 2->3 so a no-floor cache write can't
be served to a floor-enabled lookup; NaN scores skip the boost instead of
bypassing the gate; SearchOpts/config/MODE_BUNDLES integration replaces
the PR's PostFusionOpts-only surface; no env var (resolveSearchMode is
pure by design).

Three correctness issues codex outside-voice review caught and this
landed with fixed:
- Cache contamination via knobsHash() (same bug class as v0.32.3 CDX-4
  hotfix for the other search-lite knobs)
- NaN scores would have bypassed the gate (NaN < threshold is false in
  JS); realistic on Voyage flexible-dim / zembed-1 Matryoshka dim drift
- Negative top scores would have broken the "single result trivially
  eligible" claim; gate now disables on no-positive-signal inputs

Scope: gates metadata stages only. Exact-match boost
(applyExactMatchBoost) runs independently as a lexical-relevance signal
by design. Cross-source floor stays global (per-source deferred to
v0.36 if federated-read users hit the suppression). Default-on for any
mode bundle deferred until gbrain-side ablation against longmemeval /
whoknows / suspected-contradictions / BrainBench-Real (TODOS.md).

Plan + 9-decision review trail (D1-D9): ~/.claude/plans/swift-sniffing-nygaard.md.
Empirical motivation, failure-mode framing, dense-embedder targeting, and
the 0.85 starting value all from @jayzalowitz's labeled-retrieval
ablation. Integration shape is gbrain-side.

Test surface: 30+ new cases (computeFloorThreshold edge cases including
T1a NaN / T1b negative top, three boost-function gate parity tests
including T6 IRON-RULE applyRecencyBoost regression, runPostFusionStages
single-baseline composition pin, KNOBS_HASH_VERSION bump from 2 to 3,
floor-ratio-changes-hash cache-contamination prevention,
loadOverridesFromConfig coverage for search.floor_ratio config key).
bun run verify clean; full unit suite 6753 pass / 0 fail.

Co-Authored-By: Jay Zalowitz <jayzalowitz@gmail.com>
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs: rewrite v0.35.6.0 CHANGELOG ELI10-lead-first; codify the rule in CLAUDE.md

CHANGELOG entry for v0.35.6.0 was readable only by someone who already
understood gbrain's internals (RRF, knobsHash, MODE_BUNDLES, runPostFusionStages,
Matryoshka, CDX-4). Rewrote it so the first ~150 words explain what
shipped in everyday English, with a concrete worked example, before any
file paths or function names appear. Itemized changes section keeps the
technical precision for engineers who need it.

Then codified the rule in CLAUDE.md so future release entries land the same
way. The "Release-summary template" section now has an iron rule:
"lead ELI10, get precise after." No file paths or internal constants in
the first 150 words; user-visible behavior change first; everyday-language
column headers in any tables. Technical precision is required (the entry
is still the technical record) but lives BELOW the plain-English lead,
never before it.

Smell test: if a reader who has never opened gbrain can walk away from
the first 150 words knowing what shipped and whether they care, the entry
passes.

bun run build:llms regenerated to pick up the CLAUDE.md change (CI guard
test/build-llms.test.ts pins committed bundles against fresh generator
output).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Jay Zalowitz <jayzalowitz@gmail.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 15:41:43 -07:00
baf1a47798 v0.35.0.0 feat: ZeroEntropy zembed-1 + zerank-2 reranker (#1008)
* feat(ai): add ZeroEntropy recipe + reranker touchpoint type

Widens `TouchpointKind` with `'reranker'`, adds `RerankerTouchpoint`
interface, extends `Recipe.touchpoints` and `AIGatewayConfig` to carry
reranker model state. Registers `zeroentropyai` recipe (zembed-1
embeddings + zerank-{2,1,1-small} rerankers) in the recipe registry.

Recipe declares the 7 Matryoshka dims (2560/1280/640/320/160/80/40),
Voyage-style dense-payload hedge (chars_per_token=1, safety_factor=0.5),
and 5MB rerank payload cap. Pinned by test/ai/zeroentropy-recipe.test.ts
including F1 regression (implementation literal is 'openai-compatible')
and F2 regression (base_url_default ends with /v1, no doubling).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(ai/dims): thread input_type 4th-arg + ZE flexible-dim allowlist

`dimsProviderOptions` gains an optional `inputType?: 'query' | 'document'`
4th param so asymmetric providers (ZE zembed-1, Voyage v3+) can route
query-side vs document-side encoding. Per-model filtering inside the
openai-compatible branch keeps `input_type` from leaking to symmetric
providers (OpenAI text-3, DashScope, Zhipu) that would 400 on it.

Adds `ZEROENTROPY_VALID_DIMS` allowlist (2560/1280/640/320/160/80/40),
`supportsZeroEntropyDimension(modelId)`, and `isValidZeroEntropyDim(dims)`.
Throws `AIConfigError` with paste-ready fix hint when zembed-1 is
configured with an invalid dim (most common: defaulting to 1536 from
DEFAULT_EMBEDDING_DIMENSIONS).

The 4th-arg is optional; existing call sites (1 production + N tests
across Voyage/OpenAI/DashScope/Zhipu/MiniMax) compile unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(ai/gateway): zeroEntropyCompatFetch + embedQuery + gateway.rerank()

Two seams land together because they share the same recipe + auth path.

zeroEntropyCompatFetch handles ZE's non-OpenAI-compatible wire shape:
  - URL rewrite: SDK's `${base_url}/embeddings` -> `${base_url}/models/embed`
  - Body inject: `input_type` (default 'document'; 'query' when threaded
    via providerOptions) + explicit `encoding_format: 'float'`
  - Response rewrite: `{results: [{embedding}]}` -> `{data: [{embedding,
    index}]}` so the AI SDK's openai-compat schema validates
  - `usage.prompt_tokens` injected from `total_tokens` (Voyage hit the
    same SDK schema requirement at :655)
  - Layer 1 (Content-Length) + Layer 2 (per-embedding size) OOM caps
    via tagged `ZeroEntropyResponseTooLargeError` (kept separate from
    `VoyageResponseTooLargeError` because the Voyage cap tests do
    structural source-text greps pinning the Voyage name)
  - Wired in `instantiateEmbedding()` via the existing
    `recipe.id === 'voyage' ? voyageCompatFetch : ...` ternary pattern

embedQuery(text) routes `inputType: 'query'` through dimsProviderOptions
for the search hot path. Companion to embed(texts) which now takes an
optional 2nd-arg inputType (defaults to undefined -> 'document' for
asymmetric providers).

gateway.rerank() is the new native HTTP path (no AI-SDK reranking
abstraction). Resolves the configured reranker model via
`getRerankerModel()` (new accessor), parses + asserts the model is in
the recipe's touchpoint.reranker.models allowlist (CDX2-F11:
assertTouchpoint does not enforce allowlists for openai-compatible
recipes — rerank() does it directly). Posts to
`${recipe.base_url}/models/rerank` with bearer auth. Returns
`RerankResult[]` sorted by `relevanceScore`. Errors classify into
`RerankError.reason: 'auth' | 'rate_limit' | 'network' | 'timeout' |
'payload_too_large' | 'unknown'`. 5s default timeout. Pre-flight payload
guard rejects bodies over `recipe.max_payload_bytes` BEFORE any HTTP
call so applyReranker can fail-open without burning a round-trip.
`_rerankTransport` + `__setRerankTransportForTests` mirror the embed
test seam.

`AIGatewayConfig.reranker_model` + isAvailable('reranker') branch +
configureGateway / reconfigureGatewayWithEngine extensions thread the
reranker model through the same state path as embedding/expansion/chat.
`applyResolveAuth` + `defaultResolveAuth` widen the touchpoint param to
include `'reranker'`. `KnownTouchpointKey` + `getTouchpoint()` in
model-resolver widen to cover `'reranker'`.

Pinned by:
- test/ai/embedQuery.test.ts (8): returns single Float32Array, threads
  input_type='query' for ZE, drops field for OpenAI text-3,
  back-compat: legacy embed() callers without 4th arg keep their
  previous Voyage no-input_type shape
- test/ai/rerank.test.ts (21): URL (F2 regression — no /v1/v1/), body
  shape, bearer header, response parsing, error classification across
  6 HTTP shapes, payload pre-flight (no transport call), allowlist
  enforcement
- test/ai/zeroentropy-compat-fetch.test.ts (14): structural source
  assertions for the shim that mirror test/voyage-response-cap.test.ts —
  URL rewrite path, body injection, response rewrite, usage.prompt_tokens
  injection, OOM caps Layer 1 + Layer 2 + instanceof rethrow,
  instantiateEmbedding wiring branch

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(search): applyReranker + rerank-failure audit + hybrid wire-in

src/core/search/rerank.ts — the call-site abstraction. Slices the top
`opts.topNIn` deduped candidates, sends to gateway.rerank(), reorders by
relevanceScore desc, appends the un-reranked tail in its original RRF
order (recall protection). Fail-open on every RerankError.reason: logs
via `logRerankFailure` and returns the input array unchanged. Stamps
`rerank_score` onto reordered items. `topNOut: null` is the explicit
"don't truncate" signal — distinct from `undefined` (fall through to
mode bundle); pin in test (CDX2-F16).

src/core/rerank-audit.ts — failure-only JSONL audit at
`~/.gbrain/audit/rerank-failures-YYYY-Www.jsonl` (ISO-week rotation;
mirrors `src/core/audit-slug-fallback.ts`). Exports `logRerankFailure`
+ `readRecentRerankFailures(days)`. **No `logRerankSuccess`** — CDX2-F22
deliberately drops success-event logging: writing once per tokenmax
search is hot-path I/O churn AND success events leak query
volume + timing into a local audit. The doctor check reads
`search.reranker.enabled` first so "no events in window" gets
interpreted correctly (disabled -> healthy by definition; enabled ->
healthy because nothing failed). Query text is SHA-256-prefix-hashed
(8 hex chars) for privacy. Honors `GBRAIN_AUDIT_DIR`.

src/core/search/hybrid.ts — slots `applyReranker` between
`dedupResults()` and `enforceTokenBudget()` in the main RRF path.
Resolution: per-call `opts.reranker` overrides; otherwise pulled from
the resolved mode bundle (tokenmax -> enabled, others -> disabled in
commit 5). Cache rows store final reranked results; the bumped
knobsHash (commit 5) ensures rows can't leak across reranker configs.

src/core/types.ts — adds `SearchOpts.reranker` as a structural type so
callers can pass per-call overrides; runtime type lives in
src/core/search/rerank.ts (avoids circular import).

Tests:
- test/search/rerank.test.ts (14): reorder, tail preserve, fail-open on
  every error class, topNOut null vs number, score stamping, empty +
  enabled=false pass-through
- test/rerank-audit.test.ts (10): JSONL round-trip, error_summary
  truncated to 200, corrupt rows skipped, missing dir -> [], ISO-week
  rotation walks current + previous week, no logRerankSuccess export
  (CDX2-F22 contract)
- test/search/hybrid-reranker-integration.test.ts (6): reranker fires
  when enabled, doesn't when disabled, reorders correctly, preserves
  tail, stamps rerank_score, fail-opens on rerankerFn throw — uses
  PGLite + stubbed embed transport, no API keys

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(search/mode): reranker mode-bundle fields + KNOBS_HASH_VERSION v=2

Extends `ModeBundle` with five reranker fields: `reranker_enabled`,
`reranker_model`, `reranker_top_n_in`, `reranker_top_n_out`,
`reranker_timeout_ms`. Per-mode defaults:

  - conservative -> enabled=false (cost-sensitive)
  - balanced     -> enabled=false (opt-in via search.reranker.enabled)
  - tokenmax     -> enabled=true  (the high-cost-tolerant tier; ~$0.0003/query)

Defaults model to `zeroentropyai:zerank-2`, topNIn=30, topNOut=null
(no truncate by default; preserves tokenmax's searchLimit=50 end-to-end
per CDX2-F16), timeout_ms=5000.

`SearchKeyOverrides` + `SearchPerCallOpts` + `resolveSearchMode.pick`
all extend to thread the new fields through the resolution chain
(per-call -> per-key config -> mode bundle -> default).

`loadOverridesFromConfig` adds parsers for the five new
`search.reranker.*` config keys. `top_n_out` parsing distinguishes
three input shapes (CDX2-F15):
  key absent           -> undefined (fall through to mode bundle)
  'null'|'none'|empty  -> explicit null (no truncate)
  positive integer     -> that number

`SEARCH_MODE_CONFIG_KEYS` extends so `gbrain search modes --reset`
clears the reranker overrides too.

**KNOBS_HASH_VERSION bumps 1 -> 2** (CDX1-F14). Five new entries
appended to `parts[]` (append-only convention CDX2-F13; reordering
existing fields would silently rebuild every existing cache row).
Includes `reranker_timeout_ms` so a 5s -> 100ms change invalidates
stale rows (CDX2-F14: more fail-opens = different search behavior).

Mid-rolling-deploy note (CDX2-F12): v=1 and v=2 processes produce
distinct cacheRowIds for the same (source_id, query_text). Expect a
temporary hit-rate dip + cache-row doubling for hot queries. Clears
naturally within `cache.ttl_seconds` (default 3600s).

src/commands/search.ts extends `KNOB_DESCRIPTIONS` with five new
entries so `gbrain search modes` renders them. test/search-mode.test.ts
extends the three bundle fixtures and bumps the KNOBS_HASH_VERSION
expectation to 2.

Pinned by test/search/knobs-hash-reranker.test.ts (13): each of the 5
reranker fields independently flips the hash, top_n_out=null renders
stable, append-only convention enforced via source-position assertion.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(doctor): probeRerankerConfig + reranker_health check

`gbrain models doctor` gains two new probes:

- `probeRerankerConfig` (zero-network) validates that the configured
  reranker model resolves through the recipe registry, that the recipe
  declares a `reranker` touchpoint, and that the model is in
  `touchpoint.models[]`. Direct allowlist check here — assertTouchpoint
  does not enforce allowlists for openai-compatible recipes (CDX2-F11).
  Surfaces paste-ready `gbrain config set search.reranker.model
  <zerank-2|zerank-1|zerank-1-small>` fix hint.

- `probeRerankerReachability` (1-token-equivalent) sends a minimal
  `{query: "probe", documents: ["probe"]}` rerank to verify auth + URL.
  Failures classify via `classifyError` into auth/rate_limit/network/
  unknown. Skipped silently when reranker is unconfigured.

Also extends `probeEmbeddingConfig` with a `providerId === 'zeroentropyai'`
branch that catches the silent-1536-default bug class for zembed-1
configurations (same posture as the existing Voyage branch).

`ProbeResult.touchpoint` widens to include `'reranker_config'`.

`gbrain doctor` adds `checkRerankerHealth` to both the abbreviated
(doctorReportRemote) and full (runDoctor) check sets. Logic:

  1) Read `search.reranker.enabled` first. Disabled + no failures =>
     'reranker disabled'. Enabled + no failures => healthy.
  2) Walk last 7 days of ~/.gbrain/audit/rerank-failures-*.jsonl.
  3) ANY auth failure warns (config-time problem the probe should have
     caught — surface it).
  4) ANY payload_too_large failure warns (workload mismatch).
  5) Transient (network/timeout/rate_limit) warns at >=5 in window.
     Below that they're noise; reranker fails open anyway.

CDX2-F21 blind-spot fix: reading enabled state first means "no events"
gets interpreted correctly — never confuses "never-used" with "success
logging broken" (the latter is impossible because there is no success
logging by design, CDX2-F22).

Engine-agnostic; file-based + one config-key read.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* test(e2e): ZeroEntropy live API round-trip + wire into Tier 2 CI

test/e2e/zeroentropy-live.test.ts exercises the full stack against the
real api.zeroentropy.dev: embed (default 2560-dim + flexible 1280),
embedQuery (asymmetric query side), batch embed (3 distinct vectors),
rerank (3 docs sorted by relevance score, photosynthesis-relevant docs
beat the irrelevant cat doc), rerank with topN truncation.

Gated on `ZEROENTROPY_API_KEY`: every test prints `[skip]` and returns
early without assertions when the env var is unset, so fork PRs and
contributor machines without a ZE account stay green.

CI wire-up: `.github/workflows/e2e.yml` Tier 2 step adds
`test/e2e/zeroentropy-live.test.ts` to its `bun test` invocation and
exposes `ZEROENTROPY_API_KEY: ${{ secrets.ZEROENTROPY_API_KEY }}` to
the runner. The secret is set on garrytan/gbrain at the repo scope
(separately from this commit — set via `gh secret set` so the value
never lands in source).

Tier 1 stays mechanical (no API keys); Tier 2 is the natural home for
provider-live tests because it's already the API-keyed lane.

Cost: each full run fires ~6 small HTTP calls totaling well under a
cent at the published $0.025/1M-token rate.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* v0.33.3.0 feat: ZeroEntropy zembed-1 + zerank-2 reranker

Release notes for the ZeroEntropy support wave: zembed-1 embeddings
(flexible-dim 2560/1280/640/320/160/80/40, asymmetric input_type) and
zerank-2 cross-encoder reranking land as a new openai-compatible recipe
alongside OpenAI/Voyage. Reranker defaults ON for tokenmax mode, OFF
for conservative/balanced (~$0.0003/query at tokenmax topNIn=30; rounding
error vs the tier's $700/mo Opus pairing per the CLAUDE.md cost matrix).

Search now ends with `RRF -> dedup -> reranker -> token-budget` when
reranker is enabled; fails open to RRF order on any error class
(audit-logged at ~/.gbrain/audit/rerank-failures-*.jsonl).

`KNOBS_HASH_VERSION` bumps 1 -> 2 to fold reranker config into the
query_cache row key. Rolling-deploy operators should expect a temporary
cache hit-rate dip + cache-row doubling for hot queries (clears
naturally within `cache.ttl_seconds`, default 3600s).

Files in this commit are pure docs / version bump:
- VERSION + package.json bump to 0.33.3.0
- CHANGELOG.md release-summary entry with "How to take advantage" block
- CLAUDE.md Key Files annotations for the new recipe + rerank.ts +
  rerank-audit.ts + gateway extensions
- docs/ai-providers/zeroentropy.md one-pager (setup, knob reference,
  failure observability, troubleshooting table)
- skills/migrations/v0.33.3.md (purely informational: no required user
  action; reranker is opt-in everywhere, ZE embedding is opt-in)
- llms-full.txt regenerated to match CLAUDE.md

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-15 06:48:36 -07:00