real_001 surfaced same-client+city queries bleeding across roles:
Q#2 (Forklift Operator @ Beacon Freight Detroit) recorded e-6193
in the playbook corpus. Q#5 (Pickers same client+city) and Q#10
(CNC Operator same client+city) embedded within 0.13-0.18 cosine of
Q#2's query — well inside the 0.20 inject threshold — so e-6193
injected on both, demoting the cold-pass-correct workers.
Root cause: the inject distance threshold isn't tight enough on
the same-client+city cluster. Cosine collapses queries that share
city + client + count-token + time-token regardless of role. The
existing judge gate is per-injection at record time and doesn't
fire at retrieve time.
Fix: structural role gate in front of both Shape A boost and
Shape B inject. PlaybookEntry gains Role; SearchRequest gains
QueryRole. When both are non-empty and differ under roleEqual's
case+plural normalization, the entry is rejected before BoostFactor
or judge-gate logic runs.
Backward-compat: empty role on either side disables the gate —
preserves behavior for the lift suite's free-form multi-constraint
queries that have no clean single role. Caller-supplied (not
inferred), so existing recordings unaffected.
Wire-through:
- internal/matrix/playbook.go: Role field, NewPlaybookEntryWithRole,
roleEqual helper with plural+case normalization
- internal/matrix/retrieve.go: QueryRole on SearchRequest, threaded
to both ApplyPlaybookBoost + InjectPlaybookMisses
- cmd/matrixd/main.go: role on POST /matrix/playbooks/record + bulk
- scripts/playbook_lift/main.go: extractRoleFromNeed regex pulls
role from "Need N {role}{s} in" queries (the fill_events shape);
free-form queries fall back to empty (gate disabled)
Tests (5 new):
- TestInjectPlaybookMisses_RoleGateRejectsCrossRole: exact Q#10
scenario (distance 0.135, recorded "Forklift Operator", query
"CNC Operator") — locks the bleed at unit level
- TestInjectPlaybookMisses_RoleGateAllowsSameRole: Forklift Operator
recording fires on Forklift Operators query (plural normalization)
- TestInjectPlaybookMisses_RoleGateBackwardCompat: empty Role on
either side = gate disabled, preserves current behavior
- TestApplyPlaybookBoost_RoleGateRejectsCrossRole: Shape A defense
in depth — boost doesn't fire on cross-role even when answer is
in cold top-K
- TestRoleEqual_PluralAndCase: case + -s + -es plural normalization
Verification (real_002, same query set as real_001):
- Q#5 Pickers @ Beacon Freight: e-6193 → e-8499 (no bleed)
- Q#10 CNC Operator @ Beacon Freight: e-6193 → w-2404 (no bleed)
- Discoveries + lifts unchanged at 2 each (same-role lift still fires)
- Mean Δdist tightens from -0.127 to -0.040 (boosts no longer
pulling distances through the floor on cross-role mismatches)
Findings: reports/reality-tests/real_002_findings.md.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The 5-loop substrate's load-bearing gate is verified — playbook +
matrix indexer give the results we're looking for. Per the report's
rubric, lift ≥ 50% of discoveries means matrix is doing real work;
7/8 = 87.5% blew through that.
Harness was structurally hiding bugs behind a 5-daemon stripped boot.
Expanding to the full 10-daemon prod stack surfaced 7 fixes in cascade:
1. driver→matrixd: {"query": ...} → {"query_text": ...} field name
2. harness temp toml missing [s3] → wrong default bucket → catalogd
rehydrate 500 on first call
3. harness→queryd SQL probe: {"q": ...} → {"sql": ...} field name
4. expand boot from 5 → 10 daemons in dep-ordered launch
5. add SQL surface probe (3-row CSV ingest → COUNT(*)=3 assertion)
6. candidates corpus was synthetic SWE-tech (Swift/iOS, Scala/Spark) —
wrong domain for staffing queries; replaced with ethereal_workers
(10K rows, real staffing schema, "e-" id prefix to avoid collision
with workers' "w-"). staffing_workers driver gains -index-name +
-id-prefix flags so the same binary serves both corpora
7. local_judge qwen3.5:latest is a vision-SSM 256K-ctx build running
~30s per judge call against the lift loop; reverted to
qwen2.5:latest (~1s/call, 30× faster, held lift theory)
Each contract drift (1, 3) is now locked into a cmd/<bin>/main_test.go
so future drift fires in `go test`, not in a reality run. R-005 closed:
- cmd/matrixd/main_test.go (new) — playbook record drift detector +
score bounds + 6 routes mounted
- cmd/queryd/main_test.go — wrong-field-name drift detector
- cmd/pathwayd/main_test.go (new) — 9 routes + add round-trip + retire
- cmd/observerd/main_test.go (new) — 4 routes + invalid-op + unknown-mode
`go test ./cmd/{matrixd,queryd,pathwayd,observerd}` all green.
Reality test results (reports/reality-tests/playbook_lift_001.{json,md}):
Queries 21 (staffing-domain, 7 categories)
Discoveries 8 (judge ≠ cosine top-1)
Lifts 7/8 (87.5%)
Boosts triggered 9
Mean Δ distance -0.053 (warm closer than cold)
OOD honesty dental/RN/SWE rated 1, no fake matches
Cross-corpus boosts confirmed (e- ↔ w- swaps in lifts)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
migrate the strong-model auto-downgrade gate from a hardcoded weak
list to cfg.Models.WeakModels. backward compatible: existing API
preserved, callers that don't migrate keep using DefaultWeakModels.
changes:
- internal/matrix/downgrade.go: split IsWeakModel into rule-based
base (`:free` suffix/infix) + literal-list lookup. New
IsWeakModelInList(model, list) takes the config-supplied list.
DowngradeInput grows a WeakModels field; nil falls back to
DefaultWeakModels (preserves pre-phase-2 behavior).
- internal/workflow/modes.go: add MatrixDowngradeWithWeakList(list)
factory mirroring MatrixSearch's pattern. Plain MatrixDowngrade
kept for backward compat.
- cmd/matrixd/main.go: handlers struct holds weakModels populated
from cfg.Models.WeakModels at startup; handleDowngrade threads it
into every DowngradeInput.
- cmd/observerd/main.go: registerBuiltinModes accepts weakModels
and uses the factory variant. observerd reads cfg.Models.WeakModels
in main().
end-to-end verified: downgrade + matrix + observer + workflow smokes
all pass. Existing TestMaybeDowngrade_TruthTable + TestIsWeakModel
unchanged (backward compat). Two new tests cover the config path:
- TestIsWeakModelInList — covers rule + literal + empty + nil
- TestMaybeDowngrade_WithConfigList — verifies cfg list overrides
default
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
POST /v1/matrix/playbooks/bulk accepts an array of playbook entries
and records each independently — failures per-entry don't abort the
batch. Designed for two operational use cases:
1. Backfilling historical placement data into the playbook
substrate (the Rust system has 4,701 fill operations recorded
with embeddings; that data deserves to feed the Go learning
loop without a 4,701-call procedural script).
2. Batched click-tracking from a session's worth of coordinator
interactions, posted once at idle rather than per-click.
Per-entry response shape: {index, playbook_id} on success or
{index, error} on failure. Caller can inspect failures without
diffing.
Smoke (scripts/playbook_smoke.sh, new assertion #4):
Bulk POST 3 entries: 2 valid (alpha→widget-a, bravo→widget-b) +
1 invalid (empty query_text). Verifies recorded=2, failed=1,
the 2 valid ones get playbook_ids back, and the invalid one
surfaces its validation error in-line.
Single-record /matrix/playbooks/record from 06e7152 still works
unchanged; bulk is additive. The corpus field can be set per-
entry or once at the batch level (entry-level wins on collision).
Per the small-model autonomous pipeline framing: this is the
"the playbook gets denser with each iteration" mechanism. Click
tracking → bulk POST → playbook entries → future similar queries
get those answers boosted via the existing /matrix/search
use_playbook path. The learning loop now has both inflows wired
(single + bulk) — what remains is the demo UI shim that calls
/feedback on result interaction (deferred — no Go demo UI yet).
15-smoke regression all green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Cross-lineage scrum review on the 12 commits of this session
(afbb506..06e7152) via Rust gateway :3100 with Opus + Kimi +
Qwen3-coder. Results:
Real findings landed:
1. Opus BLOCK — vectord BatchAdd intra-batch duplicates panic
coder/hnsw's "node not added" length-invariant. Fixed with
last-write-wins dedup inside BatchAdd before the pre-pass.
Regression test TestBatchAdd_IntraBatchDedup added.
2. Opus + Kimi convergent WARN — strings.Contains(err.Error(),
"status 404") was brittle string-matching to detect cold-
start playbook state. Fixed: ErrCorpusNotFound sentinel
returned by searchCorpus on HTTP 404; fetchPlaybookHits
uses errors.Is.
3. Opus WARN — corpusingest.Run returned nil on total batch
failure, masking broken pipelines as "empty corpora." Fixed:
Stats.FailedBatches counter, ErrPartialFailure sentinel
returned when nonzero. New regression test
TestRun_NonzeroFailedBatchesReturnsError.
4. Opus WARN — dead var _ = io.EOF in staffing_500k/main.go
was justified by a fictional comment. Removed.
Drivers (staffing_500k, staffing_candidates, staffing_workers)
updated to handle ErrPartialFailure gracefully — print warn, keep
running queries — rather than fatal'ing on transient hiccups
while still surfacing the failure clearly in the output.
Documented (no code change):
- Opus WARN: matrixd /matrix/downgrade reads
LH_FORCE_FULL_ENRICHMENT from process env when body omits
it. Comment now explains the opinionated default and points
callers wanting deterministic behavior to pass the field
explicitly.
False positives dismissed (caught and verified, NOT acted on):
A. Kimi BLOCK on errors.Is + wrapped error in cmd/matrixd:223.
Verified false: Search wraps with %w (fmt.Errorf("%w: %v",
ErrEmbed, err)), so errors.Is matches the chain correctly.
B. Kimi INFO "BatchAdd has no unit tests." Verified false:
batch_bench_test.go has BenchmarkBatchAdd; the new dedup
test TestBatchAdd_IntraBatchDedup adds another.
C. Opus BLOCK on missing finite/zero-norm pre-validation in
cmd/vectord:280-291. Verified false: line 272 already calls
vectord.ValidateVector before BatchAdd, so finite + zero-
norm IS checked. Pre-validation is exhaustive.
D. Opus WARN on relevance.go tokenRe (Opus self-corrected
mid-finding when realizing leading char counts toward token
length).
Qwen3-coder returned NO FINDINGS — known issue with very long
diffs through the OpenRouter free tier; lineage rotation worked
as designed (Opus + Kimi between them caught everything Qwen
would have).
15-smoke regression sweep all green (D1-D6, G1, G1P, G2,
storaged_cap, pathway, matrix, relevance, downgrade, playbook).
Unit tests all green (corpusingest +1, vectord +1).
Per feedback_cross_lineage_review.md: convergent finding #2 (404
detection) is the highest-signal one — both Opus and Kimi
flagged it independently. The other Opus findings stand on
single-reviewer signal but each one verified against the actual
code.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Closes SPEC §3.4. The matrix indexer is now a learning meta-index per
feedback_meta_index_vision.md — every successful (query → answer)
pair recorded via /matrix/playbooks/record boosts that answer for
future similar queries.
This is the architectural piece that lifts vectord from "static
hybrid search" to the meta-index J originally framed in Phase 19 of
the Rust system.
What's new:
- internal/matrix/playbook.go — PlaybookEntry, PlaybookHit,
ApplyPlaybookBoost. Pure-function boost math:
distance' = distance * (1 - 0.5 * score)
Score 0 = no boost (factor 1.0); score 1 = halve distance
(factor 0.5). Capped at 0.5 deliberately so a single high-
confidence playbook can't dominate the base ranking forever
(runaway-feedback-loop guard).
- Retriever.Record(entry, corpus) — embeds query_text, ensures
playbook corpus exists (idempotent), upserts via deterministic
sha256-derived ID (last score wins on re-record of same triple).
- Retriever.Search extended with UsePlaybook + PlaybookCorpus +
PlaybookTopK + PlaybookMaxDistance. Reuses the query vector —
no extra embed call. Missing-corpus 404 = no-op (cold-start
state before any Record call), not an error.
- POST /v1/matrix/playbooks/record (matrixd) — caller submits
{query_text, answer_id, answer_corpus, score, tags?}; gets
{playbook_id} back.
Storage: a vectord index named "playbook_memory" (configurable per
request) with embed(query_text) as the vector and the
PlaybookEntry JSON as metadata. Just another corpus — observable
from /vectors/index, persistable through G1P, etc.
Match key for boost: (AnswerID, AnswerCorpus). Cross-corpus ID
collisions don't false-match — verified by
TestApplyPlaybookBoost_CorpusAttributionRespected.
End-to-end smoke (scripts/playbook_smoke.sh, all assertions PASS):
- Baseline search: widget-c at distance 0.6566 (rank 3)
- Record playbook: query → widget-c, score=1.0
- Re-search with use_playbook=true:
widget-c distance: 0.3283 (rank 2)
ratio: 0.5 EXACTLY (matches boost math precisely)
playbook_boosted: 1
- widget-c jumped from #3 to #2 — learning loop visible
Tests:
- 8 unit tests in internal/matrix/playbook_test.go covering
Validate, BoostFactor (5 cases), the no-boost identity, the
boost-moves-result-up scenario, highest-score wins on duplicate
matches, cross-corpus attribution, JSON round-trip, and
rejection of empty metadata
- scripts/playbook_smoke.sh integration test (3 assertions PASS)
15-smoke regression sweep all green (D1-D6, G1, G1P, G2,
storaged_cap, pathway, matrix, relevance, downgrade, playbook).
SPEC §3.4 NOW COMPLETE: 5 of 5 components shipped. The matrix
indexer's port is done as a substrate; remaining work is operational
(rating signal sources, telemetry, eventual structured filtering for
staffing data — none in §3.4).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Faithful port of mcp-server/relevance.ts (Rust observer's adjacency-
pollution filter). Same 5-signal scoring, same default threshold 0.3.
Adds POST /v1/matrix/relevance endpoint via matrixd.
Scoring signals (additive, can sign-flip):
path_match +1.0 chunk source/doc_id encodes focus.path
filename_match +0.6 chunk text mentions focus's filename
defined_match +0.6 chunk text mentions focus.defined_symbols
token_overlap +0.4 jaccard of non-stopword tokens
prefix_match +0.3 chunk source shares first-2-segment prefix
import_penalty -0.5 mentions ONLY imported symbols, no defined ones
What this does and doesn't do:
- DOES filter code-aware corpora (eventually lakehouse_arch_v1,
lakehouse_symbols_v1, scrum_findings_v1) — drops chunks about
code the focus file IMPORTS rather than DEFINES, the
"adjacency pollution" pattern that makes a reviewer LLM
hallucinate imported-crate internals as belonging to the focus
- DOES NOT meaningfully filter staffing data — the candidates
reality test 2026-04-29 had "exact skill match buried at #3"
which is a different problem (semantic-only ranking dominated
by secondary text). Staffing needs structured filtering
(status gates, location gates) that lives outside this
package — future work, not in SPEC §3.4 yet
Headline smoke assertion: focus = crates/queryd/src/db.go which
defines Connector and imports catalogd::Registry. The filter
scores:
Connector chunk: +0.68 (defined_match fires, kept)
Registry chunk: -0.46 (import_only penalty fires, dropped)
unrelated junk: 0.00 (no signals, dropped)
That's a 1.14-point gap between what we ARE and what we IMPORT —
the entire purpose of the filter.
Tests:
- 9 unit tests in internal/matrix/relevance_test.go covering
Tokenize, Jaccard, ExtractDefinedSymbols (Rust + TS),
ExtractImportedSymbols, FilePrefix, ScoreRelevance per-signal,
FilterChunks threshold splitting, and the headline
AdjacencyPollutionScenario
- scripts/relevance_smoke.sh integration smoke (3 assertions PASS):
adjacency-pollution scenario, empty-chunks 400, threshold honored
13-smoke regression sweep all green (D1-D6, G1, G1P, G2,
storaged_cap, pathway, matrix, relevance).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Lands the matrix indexer's first piece per docs/SPEC.md §3.4:
multi-corpus retrieve+merge with corpus attribution per result.
Future components (relevance filter, downgrade gate, learning-loop
integration) layer on top of this surface.
Architecture:
- internal/matrix/retrieve.go — Retriever takes (query, corpora,
k, per_corpus_k), parallel-fans across vectord indexes, merges
by distance ascending, preserves corpus origin per hit
- cmd/matrixd — HTTP service on :3217, fronts /v1/matrix/*
- gateway proxy + [matrixd] config + lakehouse.toml entry
- Either query_text (matrix calls embedd) or query_vector
(caller pre-embedded) — vector takes precedence if both set
Error policy: fail-loud on any corpus error. Silent partial returns
would lie about coverage, defeating the matrix's whole purpose.
Bubbles vectord errors as 502 (upstream), validation as 400.
Smoke (scripts/matrix_smoke.sh, 6 assertions PASS first try):
- /matrix/corpora lists indexes
- Multi-corpus search returns hits from BOTH corpora
- Top hit is the globally-closest across all corpora
(b-near beats a-near at distance 0.05 vs 0.1 — proves merge)
- Metadata round-trips through the merge
- Distances ascending in result list
- Negative paths: empty corpora → 400, missing corpus → 502,
no query → 400
12-smoke regression sweep all green (D1-D6, G1, G1P, G2,
storaged_cap, pathway, matrix).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
root