golangLAKEHOUSE/STATE_OF_PLAY.md

STATE OF PLAY — Lakehouse-Go

Last verified: 2026-04-30 ~16:42 CDT Verified by: live probes + just verify PASS + multi-coord stress run #011 (full 9-phase scenario, 67 captured events, 1 Langfuse trace + 111 child observations covering every phase + every external call), not memory.

Read this FIRST. When the user says "we're working on lakehouse," default to the Go rewrite (this repo); the Rust legacy at /home/profit/lakehouse/ is maintenance-only. If memory contradicts this file, this file wins. Update it when something is verified working — not when a phase finishes.

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VERIFIED WORKING RIGHT NOW

Substrate (G0 + G1 family)

13 service binaries under cmd/ plus 2 driver scripts under scripts/staffing_* build into bin/. 18 smoke scripts all PASS. just verify (vet + 30 packages × short tests + 9 core smokes) green in ~31s wall.

Binary	Port	What
gateway	3110	reverse proxy, single OpenAI-compat-style edge
storaged	3211	S3 GET/PUT/LIST/DELETE w/ per-prefix PUT cap (ADR-002)
catalogd	3212	Parquet manifests, ADR-020 idempotent register
ingestd	3213	CSV → Parquet → catalogd, content-addressed keys
queryd	3214	DuckDB SELECT over Parquet via httpfs
vectord	3215	HNSW indexes (coder/hnsw), persistence to storaged
embedd	3216	Ollama-backed embedder w/ LRU cache
pathwayd	3217	Mem0 ops (Add/Update/Revise/Retire/History/Search)
matrixd	3218	Multi-corpus retrieve+merge + relevance + downgrade + playbook
observerd	3219	Witness loop, workflow runner with DAG executor
chatd	3220	LLM dispatcher: ollama / ollama_cloud / openrouter / opencode / kimi
mcpd	—	MCP SDK port (Bun mcp-server replacement)
fake_ollama	—	Test fixture (used by g2_smoke_fixtures.sh)

Matrix indexer — all 5 SPEC §3.4 components shipped

1. Corpus builders (internal/corpusingest)
2. Multi-corpus retrieve+merge (matrixd /matrix/search)
3. Relevance filter (internal/matrix/relevance.go 376 LoC + 289 LoC test)
4. Strong-model downgrade gate (internal/matrix/downgrade.go, reads cfg.Models.WeakModels after Phase 2)
5. Playbook memory: boost + Shape B inject (internal/matrix/playbook.go, learning loop). Shape B (InjectPlaybookMisses, 154a72e) appends recorded answers to results when regular retrieval misses them — closed the paraphrase recovery gap exposed by run #002 (0/2) and validated by run #003 (6/6).

Pathway memory (Mem0 substrate)

Full ADR-004 surface shipped. Cycle-detection + retired-trace exclusion proven by tests: TestHistory_CycleDetected, TestRetire_ExcludedFromSearch, TestRevise_ChainOfThree_BackwardWalk. JSONL append-only persistence with corruption tolerance.

Observer + workflow runner

• observerd ring buffer + JSONL persistence
• Workflow DAG executor (Archon-style) with 5 native modes wired: matrix.relevance, matrix.downgrade, matrix.search, distillation.score, drift.scorer. Plus fixture.echo / fixture.upper for runner mechanics smokes.

Distillation + drift

• E (partial) at 57d0df1 — scorer + contamination firewall ported from Rust v1.0.0 (logic only per ADR-001 §1.4; not bit-identical).
• F (first slice) at be65f85 — drift quantification, scorer drift first.

chatd — Phase 4 (shipped 2026-04-30, scrum-hardened same day)

Multi-provider LLM dispatcher routing /v1/chat by model-name prefix or :cloud suffix:

Prefix / suffix	Provider	Auth
ollama/<m> or bare	ollama (local)	none
ollama_cloud/<m> or <m>:cloud	ollama_cloud	Bearer (OLLAMA_CLOUD_KEY)
openrouter/<v>/<m>	openrouter	Bearer (OPENROUTER_API_KEY)
opencode/<m>	opencode	Bearer (OPENCODE_API_KEY)
kimi/<m>	kimi	Bearer (KIMI_API_KEY)

All 5 keys live in /etc/lakehouse/{ollama_cloud,openrouter,opencode,kimi}.env files (mode 0600). Empty/missing files leave that provider unregistered (404 at first call instead of 503). Test request: POST /v1/chat {"model":"opencode/claude-opus-4-7","messages":[{"role":"user","content":"hi"}],"max_tokens":8}.

Request.Temperature is *float64 (pointer) — Anthropic 4.7 deprecates temperature entirely, so we omit the field when caller doesn't set it.

Model tier registry

lakehouse.toml [models] names model IDs by tier so swaps are 1-line:

local_fast       = "qwen3.5:latest"
local_judge      = "qwen2.5:latest"   # NOT qwen3.5 — vision-SSM 256K-ctx ran 30s/judge in lift loop
cloud_judge      = "kimi-k2.6:cloud"
cloud_review     = "qwen3-coder:480b"
frontier_review  = "openrouter/anthropic/claude-opus-4-7"
frontier_arch    = "openrouter/moonshotai/kimi-k2-0905"
frontier_free    = "opencode/claude-opus-4-7"
weak_models      = ["qwen3.5:latest", "qwen3:latest"]   # matrix.downgrade bypass

Callers read cfg.Models.LocalJudge etc. instead of literal strings. playbook_lift harness, matrix.downgrade, and observerd's MatrixDowngradeWithWeakList factory all migrated.

Code health

• go vet ./... → 0 warnings, 0 errors
• go test -short ./... → all green, 349 test functions
• just verify → PASS (vet + tests + 9 smokes) in ~31s
• 18 smoke scripts (9 core gating verify + 9 domain smokes for new daemons)

Latest scrum: 2026-04-30 cross-lineage wave

Composite 50/60 at scrum2 head c7e3124 (was 35 baseline → 43 R1 → 50 R2). Today's chatd wave reviewed by Opus + Kimi + Qwen3-coder via the chatd's own /v1/chat; 2 BLOCKs + 2 WARNs landed as fixes (0efc736); reusable driver at scripts/scrum_review.sh.

Reality tests #001–#003 — load-bearing gate verified (2026-04-30 ~05:50–07:05 CDT)

The 5-loop substrate's load-bearing gate (per project_small_model_pipeline_vision.md: "the playbook + matrix indexer must give the results we're looking for") is verified for both verbatim replay and paraphrase queries.

Run	Stance	Verbatim lift	Paraphrase recovery	What it proved
playbook_lift_001	boost-only	7/8 (87.5%)	not tested	Cosine + boost re-rank works for verbatim replay. Substrate live.
playbook_lift_002	boost-only	2/2	0/2	Boost can't promote answers OUT of regular top-K — paraphrase gap exposed.
playbook_lift_003	Shape B (loose 0.5)	2/6	6/6 → top-1	Shape B injects, but cross-pollinates: w-4435 surfaces as warm top-1 for unrelated OOD queries (dental/RN/SWE).
playbook_lift_004	Shape B + split threshold (0.5 boost / 0.20 inject)	6/8 (75%)	6/8 (75%)	OOD cross-pollination GONE; system refuses to inject when it's not confident. The honest configuration.

Shape B (InjectPlaybookMisses in internal/matrix/playbook.go): when warm-pass retrieval doesn't already include a playbook hit's answer, append a synthetic Result with distance = playbook_hit_distance × BoostFactor. Caller re-sorts + truncates. Documented at playbook.go:22-27 since v0; v3 shipped the implementation. v4 added the split-threshold defense (DefaultPlaybookMaxInjectDistance = 0.20 while boost stays at 0.50) — boost is safe at loose thresholds because it only re-ranks results already in retrieval; inject is structurally riskier so its threshold is tighter.

OOD honesty (dental hygienist / RN / software engineer queries) holds across all three runs — judge rates them 1, system doesn't fabricate matches. Cross-corpus boosts (e- ↔ w- swaps) confirmed in v1 + v3.

Evidence: reports/reality-tests/playbook_lift_{001,002,003}.{json,md}. Per the report's rubric (lift ≥ 50% = matrix doing real work), 6/6 paraphrase recovery is the validation that matters — verbatim replay is structurally the easy case.

v3 → v4 is the configuration evolution. v3 ran with one threshold (0.5) for both boost and inject — paraphrase recovery hit 6/6 but a single strong recording (w-4435 for "OSHA-30 forklift Wisconsin") cross-pollinated to OOD queries (dental hygienist / RN / software engineer) because their text vectors fell within 0.5 cosine. v4 split: boost stays at 0.5 (safe — only re-ranks existing results), inject tightens to 0.20 (true paraphrase territory). Result: OOD cross-pollination eliminated, paraphrase recovery 6/8, verbatim lift 6/8. The two paraphrases that missed (Q9, Q15) were liberally rephrased — drift > 0.20 cosine.

Multi-coordinator stress test (Phase 1 → 3) — VERIFIED end-to-end

Reality test #2 catalog. New harness scripts/multi_coord_stress.{sh,go} simulates 3 coordinators (alice/bob/carol) handling 3 distinct contracts (Milwaukee distribution / Indianapolis manufacturing / Chicago construction), each with their own playbook namespace. 9-phase operational narrative across simulated Hours 0–48: baseline → fresh-resume injection → inbox burst → mid-day surge → 200-worker swap → contract merge → handover (verbatim + paraphrase) → split → reissue.

Capability	Verified	Where
Per-coordinator playbook isolation	✓	playbook_alice / playbook_bob / playbook_carol corpora
Same-role-across-contracts diversity	Jaccard 0.026 (n=9) — 97% workers differ per region	Phase 1 baseline
Different-roles-same-contract diversity	Jaccard 0.070 (n=18) — 93% differ per role	Phase 1 baseline
HNSW retrieval determinism	Jaccard 1.000 (n=12)	Phase 6 reissue
Verbatim handover (Bob runs Alice's queries with Alice's playbook)	4/4	Phase 4
Paraphrase handover (Bob runs qwen2.5-paraphrased queries)	4/4	Phase 4b
200-worker swap with ExcludeIDs	Jaccard 0.000 — 8/8 placed workers fully replaced	Phase 2b
Fresh-resume injection (two-tier fresh_workers index)	3/3 fresh workers at top-1	Phase 1b
Inbox endpoint /v1/observer/inbox (email + SMS, priority weighting)	6/6 events recorded	Phase 1c
LLM demand parsing (qwen2.5 format=json on inbox bodies)	6/6 parsed cleanly into structured {role, count, location, certs, skills, shift}	Phase 1c
Judge re-rates inbox top-1 against ORIGINAL body	catches tight-distance-but-wrong (Q3 crane case: dist 0.23 → rating 1)	Phase 1c
Langfuse Go-side tracing	111 observations on a single run trace, browseable at http://localhost:3001	Run #011

Substrate gains added by this wave:

• internal/matrix/playbook.go Shape B + split inject threshold (commit 67d1957 from earlier wave; verified in multi-coord too)
• internal/matrix/retrieve.go ExcludeIDs field on SearchRequest — filters worker IDs at retrieve, boost, AND inject (so excluded answers can't sneak back via playbook). Real-world driver: coordinator placed N workers, client asks for replacements.
• internal/observer/types.go SourceInbox taxonomy alongside SourceMCP / SourceScenario / SourceWorkflow
• cmd/observerd POST /observer/inbox route — accepts {type, sender, subject, body, priority, tag} and records as ObservedOp. Type must be email or sms; body required; priority defaults to medium.
• internal/langfuse/client.go — minimal Go-side Trace+Span client, best-effort posture (logs on error, never blocks calling path; same fail-open semantics as ADR-005 Decision 5.1).
• embedd default_model bumped from nomic-embed-text (137M) → nomic-embed-text-v2-moe (475M, MoE, drop-in 768d). Same-role-across-contracts diversity went from 0.080 → 0.000 with the upgrade.
• Two-tier index pattern: fresh content goes to fresh_workers (a small "hot" corpus); main queries include it in the corpora list. Solves the HNSW post-build add recall issue (incremental adds to a populated graph land in poorly-connected regions and disappear from search). Canonical NRT pattern; Lucene works the same way.

Harness expansion (2026-04-30 ~05:30 CDT)

scripts/playbook_lift.sh rewritten from a 5-daemon stripped harness to the full 10-daemon prod-realistic stack (chatd stays up independently). The 5-daemon version was structurally hiding bugs; expanding the daemon set surfaced 7 distinct fixes:

#	Fix	Lock
1	driver→matrixd: query → query_text field name	cmd/matrixd/main_test.go TestPlaybookRecord_OldFieldNameRejected
2	harness toml missing [s3] block	inline comment in scripts/playbook_lift.sh
3	harness→queryd: q → sql field name	cmd/queryd/main_test.go TestHandleSQL_WrongFieldName_400
4	5→10 daemon boot order	inline comment + dep-ordered launch
5	SQL surface probe (3-row CSV → COUNT=3)	[lift] ✓ SQL surface probe passed assertion
6	candidates corpus was SWE-tech, not staffing	swapped to ethereal_workers.parquet (10K rows, real staffing schema, "e-" id prefix)
7	qwen3.5:latest is vision-SSM 256K-ctx → 30s/judge	reverted local_judge to qwen2.5:latest (1s/judge, 30× faster)

R-005 closed (2026-04-30 ~05:35 CDT)

Four new cmd/<bin>/main_test.go files — chi router-level contract tests:

• cmd/matrixd/main_test.go (123 lines) — playbook record drift detector + score bounds + 6 routes mounted
• cmd/queryd/main_test.go (extended) — wrong-field-name drift detector
• cmd/pathwayd/main_test.go (102 lines) — 9 routes + add round-trip + retire-nonexistent
• cmd/observerd/main_test.go (98 lines) — 4 routes + invalid-op 400 + unknown-mode 400

go test ./cmd/{matrixd,queryd,pathwayd,observerd} all green. R-005 from prior STATE OPEN list is closed.

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DO NOT RELITIGATE

Ratified ADRs (docs/DECISIONS.md)

• ADR-001: DuckDB via cgo, HTMX UI, Gitea hosting, distillation rebuilt-not-ported, pathway memory clean start, auditor longitudinal signal restarts. 6 sub-decisions, all final.
• ADR-002: storaged per-prefix PUT cap (4 GiB for _vectors/, 256 MiB elsewhere) — implemented at 423a381. Operator-config bump rather than constant change is the documented path if 4 GiB ever insufficient.
• ADR-003: Inter-service auth = Bearer + IP allowlist, opt-in via cfg.Auth.Token. Wiring deferred to Sprint 1 but the design is locked — alternatives (mTLS, JWT, OAuth2, IP-only) all considered + rejected.
• ADR-004: Pathway memory = Mem0 versioned traces, JSONL append-only persistence, opaque json.RawMessage content. Implemented in internal/pathway/.

Today's scrum dispositions (2026-04-30)

Verbatim verdicts at reports/scrum/_evidence/2026-04-30/verdicts/. Disposition table: reports/scrum/_evidence/2026-04-30/disposition.md.

Real findings, all fixed in 0efc736:

• B-1 (Opus+Kimi convergent): ResolveKey 3-arg API → 2-arg
• B-2 (Opus+Kimi convergent): handleProviders direct map lookup, drop synthesis-via-Resolve
• B-3 (Opus single, trace-verified): OllamaCloud.Chat strips ollama_cloud/ prefix correctly
• B-4 (Opus single): Ollama done_reason surfaced to FinishReason

False positives dismissed (3, documented):

• FP-A1: Kimi misread TestMaybeDowngrade_WithConfigList assertion
• FP-A2: Qwen claimed nil-deref in MaybeDowngrade that doesn't exist
• FP-C1: Opus claimed qwen3.5:latest doesn't exist on Ollama hub (it does on this box's local install)

Session frame (don't redo)

• The Rust legacy is maintenance-only until Go reaches feature parity. Don't propose ports of components already shipped here.
• The matrix indexer 5/5 components are shipped. Don't propose to "build the matrix indexer" — it's done.
• The 5-loop substrate's load-bearing gate is PASSED. v3 (154a72e) showed 6/6 paraphrase recovery via Shape B. Don't propose to "test if the playbook learns" — it does.
• Shape B is the playbook stance now. When use_playbook=true, both ApplyPlaybookBoost (re-rank in place) AND InjectPlaybookMisses (insert recorded answers not in regular top-K) run. Don't revert to boost-only; v2 proved that path can't recover paraphrase queries.
• Boost / inject use SEPARATE thresholds. Boost stays at DefaultPlaybookMaxDistance = 0.5 (safe — only re-ranks results already in retrieval). Inject uses tighter DefaultPlaybookMaxInjectDistance = 0.20 (Shape B forces results in, so loose match cross-pollinates wrong-domain). Don't merge them.
• Multi-coord product theory is empirically VALIDATED by run #011 (Phase 3). Per-coordinator playbook namespaces (playbook_alice etc.) with cross-coordinator handover (Bob takes Alice's contract using playbook_corpus=playbook_alice) work end-to-end including paraphrase handover. Don't propose to "test if multi-coord works" — it does.
• Auth posture is locked per ADR-006. Non-loopback bind requires auth.token (mechanical gate at shared.Run). Operators set the token via token_env (defaults to AUTH_TOKEN) loaded by systemd EnvironmentFile=/etc/lakehouse/auth.env, NOT in the committed TOML. Internal services use AllowedIPs; external boundary uses Bearer. Token rotation is dual-token via secondary_tokens. TLS terminates at the edge (nginx/Caddy), not in-process. Don't re-litigate.
• Shape B inject has a judge-gate substrate. InjectPlaybookMisses takes an optional InjectGate (interface) that approves each candidate before the rank insert. LLMJudgeGate (Ollama-shape /api/chat client) is the default impl; nil gate = pre-judge-gating distance-only behavior preserved for backward compat. Caller wires via SearchRequest.{JudgeURL, JudgeModel, JudgeMinRating}. Closes the lift-suite tail issues (Q6↔Q7 adjacent-query swap + Q9/Q15 paraphrase drift) at substrate level.
• Fresh content uses two-tier indexing. Fresh resumes go to fresh_workers corpus, not the main workers index. coder/hnsw incremental adds to a populated 5K+ graph have recall issues; the small hot index has no such crowding. Periodic merge (post-G3) consolidates fresh→main. Canonical NRT pattern.
• embedd.default_model = "nomic-embed-text-v2-moe" (475M MoE, 768d). Don't bump to nomic-embed-text (137M) "for speed" — diversity scores fell from 0.000 → 0.080 same-role-across-contracts on the smaller model. Cost (~5× slower ingest) is acceptable for once-per-deploy work.
• Inbox flow: parse + search + judge + trace. /v1/observer/inbox records the body; coordinator/driver parses via LLM (qwen2.5 format=json), runs matrix.search on the parsed query, judges top-1 against the ORIGINAL body, emits Langfuse spans through it all. Don't replace the judge re-rate with a distance-only gate — tight distance + low rating is the load-bearing honesty signal.
• local_judge = "qwen2.5:latest" for the lift loop — qwen3.5:latest is a vision-SSM 256K-ctx build that ran 30s/judge. Don't bump to qwen3.5 again "for cleanliness." Different model in the same tier has different cost geometry.
• qwen3.5:latest IS available locally on this box. Opus's hub-only knowledge is a known-stale signal; the chatd_smoke uses it daily.
• temperature is omitted for Anthropic 4.7 (handled by Request.Temperature *float64); don't re-add it.
• chatd-smoke runs with all cloud providers disabled intentionally so the suite doesn't depend on API keys; that's why it can't catch B-3-class bugs (those need a fake-server fixture, see Sprint 0 follow-up).
• Langfuse Go-side client lives at internal/langfuse/ with best-effort fail-open posture. URL+creds from /etc/lakehouse/langfuse.env. Don't propose to "wire Langfuse on Go side" — it's wired; multi_coord_stress is the proof.

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OPEN — what's not done yet

The list is intentionally short. Items move to closed when the work demands them, not on a calendar. Ordered by leverage on the active product theory (multi-coord staffing co-pilot via the 5-loop substrate), not by effort.

All 4 prior OPEN items closed (substrate or fully) in the 2026-04-30 "fix the other 4" wave. No new items pending; the substrate is in a steady state. Future items will land here as production triggers fire.

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RECENT VERIFIED WAVE (2026-04-30)

05273ac..e4ee002 — 4 phases + scrum + tooling, all gate-tested.

SHA	What
ec1d031	Phase 1: [models] tier config (additive, no callers migrate)
622e124	Phase 2: matrix.downgrade reads cfg.Models.WeakModels
848cbf5	Phase 3: playbook_lift harness defaults from config
05273ac	Phase 4: chatd + 5 providers (1,624 LoC)
0efc736	Scrum: 4 fixes (B-1..B-4) + 2 INFOs from cross-lineage review
e4ee002	scripts/scrum_review.sh — reusable 3-lineage driver
b2e45f7	playbook_lift harness expansion + reality test #001 (7/8 lift, 87.5%)
6c02c90	scrum lift_001: 4 fixes (sleep→polling SQL probe, JUDGE_SOURCE template, -id-prefix validation, chi.Router cast)
2c71d1c	ADR-005: observer fail-safe semantics
9ce067b	observerd: test that locks ADR-005 5.3 (provenance recorded post-run)
e9822f0	playbook_lift v2: paraphrase pass — exposed boost-only limit (0/2 paraphrase recovery)
154a72e	matrix: Shape B (InjectPlaybookMisses) — 6/6 paraphrase recovery in run #003
94fc3b6	STATE_OF_PLAY: capture v3 reality test + Shape B + cross-pollination
67d1957	matrix: split boost/inject thresholds (0.5 / 0.20) — kills cross-pollination, run #004 6/8+6/8
b13b5cd	playbook_lift v4 metric: warm-top-1 re-judge → quality lift +24%/-14% (5 lifted / 13 neutral / 3 regressed)
61c7b55	multi-coord stress harness (Phase 1) — 3 coords / 3 contracts / 7-phase scenario
0fa42a0	multi-coord stress Phase 1.5 — shared-role contracts + paraphrase handover
84a32f0	multi-coord stress Phase 2 — ExcludeIDs, 200-worker swap, fresh-resume
4da32ad	embedd: bump default to nomic-embed-text-v2-moe (475M MoE, 768d drop-in)
e7fc63b	observerd /observer/inbox + multi-coord stress phase 1c (priority-ordered events)
186d209	multi_coord_stress: LLM-parsed inbox demands (qwen2.5 format=json)
ce940f4	multi_coord_stress: judge re-rates inbox top-1 against original body — recovers OOD honesty signal
7e6431e	langfuse: Go-side client + Phase 1c instrumentation
08a0867	multi_coord_stress: fresh_workers two-tier index — fresh-resume now top-1 (3/3)
5d49967	multi_coord_stress: full Langfuse coverage — every phase + every call (111 observations)
68d9e55	shared: auto-emit Langfuse trace+span per HTTP request — closes OPEN #2
a2fa9a2	scrum_review: pipe diff via temp files — fixes argv overflow on large bundles
(prep)	G5 cutover prep: embed_parity probe — Rust /ai/embed ↔ Go /v1/embed 5/5 cos=1.000 (both v1 and v2-moe). Verdict + drift catalog in reports/cutover/SUMMARY.md. Wire-format remap (embeddings/vectors, dimensions/dimension) is the only real cutover work; math is provably equivalent.
(probe)	Reality test real_001: 10 real-shape queries from fill_events.parquet through lift harness. 8/10 cold-pass top-1 = judge-best (substrate works on real distribution). Surfaced same-client+city cross-role bleed — Shape A boost from Forklift-Operator playbook landed on CNC-Operator query, demoting the cold-pass-correct worker. Findings: reports/reality-tests/real_001_findings.md.
(fix)	Cross-role gate: Role on PlaybookEntry, QueryRole on SearchRequest, gate fires in both ApplyPlaybookBoost + InjectPlaybookMisses. roleEqual handles case + plural. Backward-compat: empty role on either side = gate disabled (preserves lift suite + free-form callers). 5 new unit tests use exact real_001 distance + role values. Re-run real_002: bleed closed (Q#5 Pickers, Q#10 CNC Operator stay at cold-pass top-1; same-role lifts still fire). Closes OPEN #1. Findings: reports/reality-tests/real_002_findings.md.
(probe)	Reality test real_003: 40 queries (10 fill_events rows × 4 styles — need / client_first / looking / shorthand). Confirmed shorthand-vs-shorthand bleed is real: CNC Operator shorthand recording leaked w-2404 onto Forklift Operator shorthand query (both empty role, gate disabled). Extended extractRoleFromNeed to handle client_first + looking patterns; shorthand stays empty (regex can't separate role from city without anchor). Re-run real_003b: bleed closed across all 4 styles in this dataset. 10 new sub-tests in scripts/playbook_lift/main_test.go lock the patterns + the documented shorthand limitation. Findings: reports/reality-tests/real_003_findings.md.
(fix)	LLM-based role extractor (real_004): roleExtractor struct with regex-first → qwen2.5 format=json fallback → per-process cache. Opt-in via -llm-role-extract flag + LLM_ROLE_EXTRACT=1 env. Off-by-default preserves real_003b shipping config. 8 new tests including TestRoleExtractor_ClosesCrossRoleShorthandBleed — the load-bearing witness pairing with the matrix-side TestInjectPlaybookMisses_RoleGateRejectsCrossRole to prove the extraction-layer + gate-layer compose correctly on the exact real_003 failure mode. Findings: reports/reality-tests/real_004_findings.md.
(scrum)	3-lineage scrum review on 7f2f112..0331288 (Opus + Kimi + Qwen3-coder via scripts/scrum_review.sh). Convergent finding (3/3): roleNormalize plural-stripper mangled non-plural-s tokens (Sales → Sale, Logistics → Logistic). Fixed: nonPluralSWords allowlist + -ss ending check + strings.ToLower/TrimSpace cleanup. New tests TestRoleNormalize_NonPluralS + TestRoleEqual_NonPluralS lock the edge cases. Kimi 2 BLOCKs were false positives (model-truncation artifacts per feedback_cross_lineage_review.md). Disposition: reports/scrum/_evidence/2026-04-30/verdicts/role_gate_v1_disposition.md (local).
(probe)	Negation reality test real_005: 5 explicit-negation queries ("NOT in Detroit", "excluding Cornerstone roster", etc.). Confirmed substrate has zero negation handling — cosine treats "NOT X" as "X" + noise. Judge IS the safety net (Q1/Q3/Q4 rated all top-10 results 1-2/5 — operator-visible honesty signal). No code change needed: production UI should handle exclusion via ExcludeIDs (already supported, added in multi-coord stress 200-worker swap), not via NL-negation. Findings: reports/reality-tests/real_005_findings.md.
(wire-up)	Multi-coord stress role wire-through: Demand.Role was already extracted at every call site (44 occurrences) but never threaded into matrix retrieve or playbook record. Cross-role gate was bypassed for the entire multi-coord harness. Fixed by extending tracedSearch, matrixSearch, and playbookRecord signatures with role string and updating all 14 call sites — passing d.Role (demand loops), parsed.Role (LLM-parsed inbox path), warehouseDemand.Role (swap path), ev.Role (reissue path), "" (fresh-verify resume snippet — no clean role). Build + vet + tests green; multi-coord stress now honors role gate end-to-end.
(close-1)	OPEN #1: vectord merge endpoint — POST /v1/vectors/index/{src}/merge with body {dest, clear_source}. Idempotent on re-runs (existing-in-dest items skipped). New Index.IDs() snapshot method backs it; new i.ids tracker field is the canonical ID set (independent of meta map's nil-vs-{} sparseness). 4 cmd-level tests + 1 unit test.
(close-2)	OPEN #2: distillation SFT export substrate — internal/distillation/sft_export.go: IsSftNever predicate + ListScoredRunFiles (data/scored-runs/YYYY/MM/DD walk) + LoadScoredRunsFromFile + partial ExportSft that wires the firewall but leaves synthesis (instruction/input/response generation) as the next wave. Firewall pinning test fails if SftNever set changes without review. 5 new tests. The synthesis port remains on Rust at scripts/distillation/export_sft.ts.
(close-2 full)	OPEN #2 fully ported (2026-05-01): SynthesizeSft + LoadEvidenceByRunID + buildInstruction ported byte-for-byte from scripts/distillation/export_sft.ts. All 8 source-class instruction templates (scrum_reviews / mode_experiments / auto_apply / audits / observer_reviews / contract_analyses / outcomes / default) match Rust output exactly so a/b validation between runtimes can diff JSONL byte-for-byte. ExportSft writes to data/distilled/sft/sft_export.jsonl. 5 additional tests including per-source-class template verification, extraction-rejection, empty-text-rejection, context-assembly, end-to-end fixture write.
(close-2 lineage)	Audit-baselines lineage ported (2026-05-01): internal/distillation/audit_baseline.go mirrors Rust audit_full.ts's LoadBaseline/AppendBaseline/buildDriftTable. LoadLastBaseline reads the most recent JSON line from data/_kb/audit_baselines.jsonl; AppendBaseline appends append-only with bufio. BuildAuditDriftTable flags drift >20% (configurable); zero-baseline and new-metric edge cases handled (no division-by-zero, no false-stable on zero→nonzero). FormatAuditDriftTable for stdout dumps. Generic on metric names so callers running both runtimes can pin Rust-compat names (AuditBaselineRustCompat constant lists them). 13 tests including last-line-wins, trailing-blank-tolerance, malformed-line-errors, threshold-boundary, zero-baseline-handling, sort-stability.
(scrum)	3-lineage scrum on 434f466..0d4f033 (post_role_gate_v1). Convergent finding (Opus + Kimi): DecodeIndex lost nil-meta items across persistence. Fixed by bumping envelope version 1→2 with explicit IDs []string field; v1 envelopes still load via meta-key fallback. Opus-only real bugs also actioned: handleMerge non-ErrIndexNotFound nil-deref, mathLog dead wrapper removed, bubble sort → sort.Slice. False positives rejected after verification (Kimi rollback misreading + Opus stale-comment claim). 2 new regression tests lock the v2 round-trip + v1 backward-compat. Disposition: reports/scrum/_evidence/2026-05-01/verdicts/post_role_gate_v1_disposition.md.
(audit-full port)	Audit-FULL pipeline (phases 0/3/4) ported from scripts/distillation/audit_full.ts. internal/distillation/audit_full.go + cmd/audit_full CLI. 6 ported required-check classes; 4 phases (1, 2, 5, 6, 7) deferred — depend on broader Rust pieces (materializer / replay / run-summaries) not yet ported. Cross-runtime byte-equal verdict on live data: Go-side audit-full against /home/profit/lakehouse produced p3_/p4_ metrics IDENTICAL to the last Rust-emitted audit_baselines.jsonl entry (all 8 metrics match: p3_accepted=386, p3_partial=132, p3_rejected=57, p3_human=480, p4_sft_rows=353, p4_rag_rows=448, p4_pref_pairs=83, p4_total_quarantined=1325). 6 new tests + the live-data probe captured in reports/cutover/audit_full_go_vs_rust.md.
(audit-full skips fixed)	Phases 1/2/5/7 unskipped (2026-05-01) — port reduced from 4 deferred phases to 1. Phase 1: invokes go test ./internal/distillation/... via exec.Command (Go equivalent of Rust's bun test). Phase 2: reads data/evidence/ and tallies rows + tier-1 source hits as an observer (doesn't re-run the materializer; emits p2_evidence_rows/p2_evidence_skips metrics). Phase 5: reads reports/distillation/{run_id}/summary.json + 5 stage receipts; validates schema_version + run_hash sha256 + git_commit hex. Phase 7: reads data/_kb/replay_runs.jsonl; tail-row JSON parse check. Only Phase 6 remains skipped (Rust acceptance.ts is a TS-only fixture harness; porting fixtures + invariant runner is its own ADR). Live-data probe: 12/12 required checks PASS, p2_evidence_rows=1055 byte-equal to Rust summary.json collect.records_out. 6 new tests.
(close-3)	OPEN #3: distribution drift via PSI — internal/drift/drift.go: ComputeDistributionDrift returns Population Stability Index + verdict tier (stable < 0.10, minor 0.10–0.25, major ≥ 0.25). Equal-width bucketing over combined min/max range, epsilon-clamping for empty buckets, per-bucket breakdown for drilldown. 7 new tests including identical-is-stable, hard-shift-is-major, moderate-detected-not-stable, empty-inputs-safe, all-identical-safe, bucket-counts-conserved, num-buckets-clamping.
(close-4)	OPEN #4: ops nice-to-haves — (a) Real-time wall-clock for stress harness: per-phase elapsed time logged to stdout as it runs ([stress] phase NAME starting (T+12.3s) + [stress] phase NAME done — 8.5s (T+20.8s)); Output.PhaseTimings + Output.TotalElapsedMs written to JSON; (b) chatd fixture-mode S3 mock + (c) liberal-paraphrase calibration: not actioned — no fired trigger yet, would be speculative. Documented as deferred-until-need rather than ignored.

Plus on Rust side (8de94eb, 3d06868): qwen2.5 → qwen3.5:latest backport in active defaults; distillation acceptance reports regenerated (run_hash refresh, reproducibility property still holds).

---

RUNTIME CHEATSHEET

# Verify everything green
cd /home/profit/golangLAKEHOUSE
just verify                                            # vet + tests + 9 core smokes (~31s)
just doctor                                            # dep probe (go/gcc/minio/ollama/secrets)

# Boot the chat dispatcher (Phase 4)
nohup ./bin/chatd   -config lakehouse.toml > /tmp/chatd.log   2>&1 & disown
nohup ./bin/gateway -config lakehouse.toml > /tmp/gateway.log 2>&1 & disown
curl -sf http://127.0.0.1:3110/v1/chat/providers | jq  # all 5 providers should report true

# Test a chat call to each lineage
for m in "qwen3.5:latest" "opencode/claude-opus-4-7" "openrouter/moonshotai/kimi-k2-0905"; do
  curl -sS -X POST http://127.0.0.1:3110/v1/chat \
    -H 'Content-Type: application/json' \
    -d "{\"model\":\"$m\",\"messages\":[{\"role\":\"user\",\"content\":\"reply: OK\"}],\"max_tokens\":8}" \
    | jq -c '{model,provider,content}'
done

# Run the scrum on a diff
./scripts/scrum_review.sh path/to/bundle.diff bundle_label
ls reports/scrum/_evidence/$(date +%Y-%m-%d)/verdicts/

# Domain smokes (not in `just verify`)
for s in chatd matrix observer pathway playbook relevance downgrade workflow; do
  bash scripts/${s}_smoke.sh > /tmp/${s}.log 2>&1 && echo "$s ✓" || echo "$s ✗"
done

---

VISION — what we're actually building

J's framing (canonical at /root/.claude/projects/-home-profit/memory/project_small_model_pipeline_vision.md): a small-model-driven autonomous pipeline that gets better with each run. Frontier APIs (Opus, Kimi, GPT-5) are too expensive + rate-limited for the inner loop — they live in audit/oversight via frontier_* tier. The hot path runs on local qwen3.5:latest given:

1. Pathway memory — what we tried before, how it went (Mem0 substrate ✓)
2. Matrix indexer — multi-corpus retrieve+merge giving the small model the right slice for this task (5/5 components ✓)
3. Observer — watches each run, refines configs (not prompts) toward good pathways

Successful runs get rated and distilled back into the playbook. Each iteration the playbook gets denser, runs get cheaper, results get better. Drift in the distilled playbook is a measured signal, not vibes.

The single load-bearing gate: "the playbook + matrix indexer must give the results we're looking for." Throughput, scaling, code elegance are all secondary. The playbook_lift reality test is the regression gate before Enterprise cutover (where real contracts + live profile updates land).

When evaluating any Go workstream, ask: which of the 5 loops does this advance? Strong workstreams advance ≥1; weak workstreams sit in infra-for-its-own-sake.

---

SIBLING TOOLS (separate repos, intentional integration target later)

local-review-harness at git.agentview.dev/profit/local-review-harness (also SMB-mounted at /home/profit/share/local-review-harness-full-md/). Local-first code review harness — 12 evidence-bearing static analyzers, Scrum-style reports, no cloud deps. Phase A + B (MVP) shipped 2026-04-30. Phases C–E (Ollama LLM review, validation, memory) pending.

Cross-pollination plan when both stabilize:

• Replace harness's internal/llm/ollama.go with a chatd /v1/chat client → frontier judges via config toggle
• Feed harness findings into Lakehouse pathway memory as a drift signal
• Treat harness's .memory/known-risks.json as a matrix-indexer corpus

Detail at docs/SPEC.md §3.10. Don't re-port harness functionality into Lakehouse-Go — the standalone tool is the design.