lakehouse/docs/PHASES.md
root 6d49f81ebf Add read-mem skill + comprehensive project memory
- /read-mem skill: reads PRD, phases, decisions, checks live services
- Updated PHASES.md with all 15 phases tracked
- Updated project_lakehouse.md memory with full context
- Updated CLAUDE.md with project reference
- Skill at ~/.claude/skills/read-mem/ and project level
- Triggers on: "read mem", "project status", "where were we", "catch me up"

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 09:23:01 -05:00

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4.7 KiB
Markdown

# Phase Tracker
## Phase 0: Bootstrap ✅
- [x] Cargo workspace with all crate stubs compiling
- [x] `shared` crate: error types, ObjectRef, DatasetId
- [x] `gateway` with Axum: GET /health → 200
- [x] tracing + tracing-subscriber wired in gateway
- [x] justfile with build, test, run recipes
- [x] docs committed to git
## Phase 1: Storage + Catalog ✅
- [x] storaged: object_store backend init (LocalFileSystem)
- [x] storaged: Axum endpoints (PUT/GET/DELETE/LIST)
- [x] shared/arrow_helpers.rs: RecordBatch ↔ Parquet + schema fingerprinting
- [x] catalogd/registry.rs: in-memory index + manifest persistence
- [x] catalogd service: POST/GET /datasets + by-name
- [x] gateway routes wired
## Phase 2: Query Engine ✅
- [x] queryd: SessionContext + object_store config
- [x] queryd: ListingTable from catalog ObjectRefs
- [x] queryd service: POST /query/sql → JSON
- [x] queryd → catalogd wiring
- [x] gateway routes /query
## Phase 3: AI Integration ✅
- [x] Python sidecar: FastAPI + Ollama (embed/generate/rerank)
- [x] Dockerfile for sidecar
- [x] aibridge/client.rs: HTTP client
- [x] aibridge service: Axum proxy endpoints
- [x] Model config via env vars
## Phase 4: Frontend ✅
- [x] Dioxus scaffold, WASM build
- [x] Ask tab: natural language → AI SQL → results
- [x] Explore tab: dataset browser + AI summary
- [x] SQL tab: raw DataFusion editor
- [x] System tab: health checks for all services
## Phase 5: Hardening ✅
- [x] Proto definitions (lakehouse.proto)
- [x] Internal gRPC: CatalogService on :3101
- [x] OpenTelemetry tracing: stdout exporter
- [x] Auth middleware: X-API-Key (toggleable)
- [x] Config-driven startup: lakehouse.toml
## Phase 6: Ingest Pipeline ✅
- [x] CSV ingest with auto schema detection
- [x] JSON ingest (array + newline-delimited, nested flattening)
- [x] PDF text extraction (lopdf)
- [x] Text/SMS file ingest
- [x] Content hash dedup (SHA-256)
- [x] POST /ingest/file multipart upload
- [x] 12 unit tests
## Phase 7: Vector Index + RAG ✅
- [x] chunker: configurable size + overlap, sentence-boundary aware
- [x] store: embeddings as Parquet (binary f32 vectors)
- [x] search: brute-force cosine similarity
- [x] rag: embed → search → retrieve → LLM answer with citations
- [x] POST /vectors/index, /search, /rag
- [x] Background job system with progress tracking
- [x] Dual-pipeline supervisor with checkpointing + retry
- [x] 6 unit tests
## Phase 8: Hot Cache + Incremental Updates ✅
- [x] MemTable hot cache: LRU, configurable max (16GB)
- [x] POST /query/cache/pin, /cache/evict, GET /cache/stats
- [x] Delta store: append-only delta Parquet files
- [x] Merge-on-read: queries combine base + deltas
- [x] Compaction: POST /query/compact
- [x] Benchmarked: 9.8x speedup (1M rows: 942ms → 96ms)
## Phase 8.5: Agent Workspaces ✅
- [x] WorkspaceManager with daily/weekly/monthly/pinned tiers
- [x] Saved searches, shortlists, activity logs per workspace
- [x] Instant zero-copy handoff between agents
- [x] Persistence to object storage, rebuild on startup
## Phase 9: Event Journal ✅
- [x] journald crate: append-only mutation log
- [x] Event schema: entity, field, old/new value, actor, source, workspace
- [x] In-memory buffer with auto-flush to Parquet
- [x] GET /journal/history/{entity_id}, /recent, /stats
- [x] POST /journal/event, /update, /flush
## Phase 10: Rich Catalog v2 ✅
- [x] DatasetManifest: description, owner, sensitivity, columns, lineage, freshness, tags
- [x] PII auto-detection: email, phone, SSN, salary, address, medical
- [x] Column-level metadata with sensitivity flags
- [x] Lineage tracking: source_system → ingest_job → dataset
- [x] PATCH /catalog/datasets/by-name/{name}/metadata
- [x] Backward compatible (serde default)
- [x] 25 unit tests total
## Phase 11: Embedding Versioning ⬜
- [ ] Vector index metadata: model_name, model_version, dimensions
- [ ] Multi-version indexes coexist
- [ ] Incremental re-embed on model upgrade
- [ ] A/B search comparison
## Phase 12: Tool Registry ⬜
- [ ] Named business actions with parameter validation
- [ ] Read vs write tool permissions
- [ ] Audit logging per tool invocation
- [ ] MCP-compatible interface
- [ ] Rate limiting per agent/tool
## Phase 13: Security & Access Control ⬜
- [ ] Field-level sensitivity enforcement
- [ ] Row-level access policies
- [ ] Column masking
- [ ] Query audit log
- [ ] Policy-as-code (TOML/YAML)
## Phase 14: Schema Evolution ⬜
- [ ] Schema diff detection
- [ ] AI-generated migration rules
- [ ] Migration preview before apply
- [ ] Versioned schemas in catalog
## Phase 15+: Horizon ⬜
- [ ] Federated multi-bucket query
- [ ] Database connector ingest (Postgres/MySQL)
- [ ] PDF OCR (Tesseract)
- [ ] Scheduled ingest (cron)
- [ ] Fine-tuned domain models
- [ ] Multi-node query distribution