matrix-agent-validated/docs/SCRUM_FIX_WAVE.md
profit ac01fffd9a checkpoint: matrix-agent-validated (2026-04-25)
Architectural snapshot of the lakehouse codebase at the point where the
full matrix-driven agent loop with Mem0 versioning + deletion was
validated end-to-end.

WHAT THIS REPO IS
A clean single-commit snapshot of the lakehouse code. Heavy test data
(.parquet datasets, vector indexes) excluded — see REPLICATION.md for
regen path. Full lakehouse history at git.agentview.dev/profit/lakehouse.

WHAT WAS PROVEN
- Vector retrieval across multi-corpora matrix (chicago_permits + entity
  briefs + sec_tickers + distilled procedural + llm_team runs)
- Observer hand-review (cloud + heuristic fallback) gating each candidate
- Local-model agent loop (qwen3.5:latest) with tool use + scratchpad
- Playbook seal on success → next-iter retrieval surfaces it as preamble
- Mem0 versioning + deletion in pathway_memory:
    * UPSERT: ADD on new workflow, UPDATE bumps replay_count on identical
    * REVISE: chains versions, parent.superseded_at + superseded_by stamped
    * RETIRE: marks specific trace retired with reason, excluded from retrieval
    * HISTORY: walks chain root→tip, cycle-safe

KEY DIRECTORIES
- crates/vectord/src/pathway_memory.rs — Mem0 ops live here
- crates/vectord/src/playbook_memory.rs — original Mem0 reference
- tests/agent_test/ — local-model agent harness + PRD + session archives
- scripts/dump_raw_corpus.sh — MinIO bucket dump (raw test corpus)
- scripts/vectorize_raw_corpus.ts — corpus → vector indexes
- scripts/analyze_chicago_contracts.ts — real inference pipeline
- scripts/seal_agent_playbook.ts — Mem0 upsert from agent traces

Replication: see REPLICATION.md for Debian 13 clean install + cloud-only
adaptation (no local Ollama).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 19:43:27 -05:00

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# Scrum Fix Wave — Phase-Sweep 2026-04-23
**Purpose:** Direct the scrum-master pipeline at concrete findings from the Phase 0→42 audit sweep, not at the high-level vision alone. Findings live in `data/_kb/phase_sweep_findings.jsonl` (19 items).
## What the auditor expects you to produce per file
For each file the scrum sees: concrete code-level suggestions that close the listed findings. Not rewrites for style. Not vision drift. Land the invariant or admit the checkbox was premature.
## Meta-pattern to fix (read this first)
The sweep surfaced **one root cause repeated across 5 phases**: primitives exist, cross-cutting enforcement doesn't. Auth, journal, access control, truth rules — the machinery is built, nothing calls it from the actual request path.
One PR-cluster retires the pattern:
1. **Identity.** Auth middleware wires X-API-Key → extension `AgentIdentity { name, role, api_key_hash }`. (P5-001)
2. **Request pipeline.** `/query/sql` and `/tools/*/call` read `AgentIdentity`, pass into queryd + tools handlers.
3. **Access enforcement.** Handlers call `access.can_access()` / `masked_columns()` before returning data; log via `access.log_query()`. (P13-001)
4. **Mutation journaling.** Every ingest / delta-write / tombstone-add / catalog-register calls the corresponding `journal.record_*`. (P9-001)
5. **Truth enforcement.** `TruthStore::check()` rewritten to `evaluate(task_class, ctx) -> Vec<RuleOutcome>`, actually walking `RuleCondition` against context. (P42-001, P42-002)
After this cluster lands, Phases 5, 9, 13, 42 become "truly shipped" rather than "machinery shipped."
## Findings by severity
### 🔴 High
- **P9-001** `journald/src/journal.rs`, `crates/gateway/src/main.rs`, all mutation sites. Journal has zero internal callers. Every `ingestd::service::upload_file` success, every `queryd::delta::write_delta`, every `catalogd::tombstones::add`, every `catalogd::registry::register` should emit a journal event. Plus fix: `event_counter` resets on process restart — seed from max existing `event_id` on rebuild or switch to UUID v7.
- **P13-001** `crates/gateway/src/main.rs` + `crates/queryd/src/service.rs` + `crates/gateway/src/tools/service.rs`. `AccessControl.can_access` / `masked_columns` / `log_query` have zero callers. Query path ignores role. Phase 17's `profile_scoped_search` (service.rs:1641) is the template — copy that shape.
- **P42-001** `crates/truth/src/lib.rs:56`. `TruthStore::check(task_class)` ignores `RuleCondition` entirely. Signature needs `evaluate(task_class, ctx: &serde_json::Value) -> Vec<RuleOutcome>` that actually walks conditions. Update all 14 tests to exercise fail/pass semantics, not just storage.
### 🟡 Medium
- **P5-001** `crates/gateway/src/auth.rs` + `crates/gateway/src/main.rs:222-233`. `api_key_auth` is `#[allow(dead_code)]`. Wire with `axum::middleware::from_fn_with_state(api_key, auth::api_key_auth)` on protected routes. `/health` stays public.
- **P10-001** Legacy datasets (including `candidates`, 2.47M rows) have no PII flags. Add `POST /catalog/resync-metadata` mirroring `/catalog/resync-missing`.
- **P14-001** `crates/ingestd/src/schema_evolution.rs`. Module has 5 passing tests and zero callers. Add `POST /catalog/datasets/by-name/{name}/schema-diff`. When ADR-020 `register()` returns 409, include a `migration_rules[]` body.
- **P20-001** `config/models.json` is spec-only — never loaded by Rust. Load into `shared::model_matrix::ModelMatrix` at startup; delegate `aibridge::context::context_window_for` to matrix.
- **P21-001** `generate_continuable` has one prod caller (`rag.rs:171`). Audit every `ai_client.generate()` site. Convert the truncation-prone + thinking-empty-prone sites (auditor paths, reranker, autotune) to `generate_continuable`.
- **P39-001** `ProviderAdapter` trait + adapters ship, zero callers. `/v1/chat` in `v1/mod.rs:152` uses hardcoded `match req.provider`. Replace with adapter dispatch.
- **P40-001** `config/routing.toml` is spec-only. `RoutingEngine::new` has no callers. Add `RoutingEngine::from_toml(path)`; `V1State` carries `routing: Arc<RoutingEngine>`; `/v1/chat` consults it before provider match.
- **P42-002** Truth has no enforcement site. `/v1/chat` or execution_loop should call `truth.evaluate(task_class, ctx)` post-response.
### 🟢 Low
- **P1-001** `crates/storaged/src/federation_service.rs:34-35`. Bucket-qualified routes wire only PUT + GET. Add DELETE + LIST on `/buckets/{bucket}/objects/{*key}`.
- **P4-001** UI deploy stale. Either rebuild (`just ui-build` + restart `lakehouse-ui.service`) or amend `PHASES.md` to note pre-Phase-9 drift.
- **P7-001** `vectord::index_registry`. Orphan index registrations (parquet deleted) still list in `/vectors/indexes`. Add a startup sweep + `POST /vectors/resync-missing`.
- **P12-001** `crates/gateway/src/tools/service.rs`. Audit row has `row_count=null`. Propagate `QueryResponse.row_count` + add `latency_ms`.
- **P20-002** `crates/gateway/src/v1/mod.rs`. No model-prefix auto-routing. Caller must set `provider` explicitly. Tie to P39-001 + P40-001 fix.
- **P21-002** `crates/aibridge/src/context.rs`. `context_window_for` hardcoded HashMap duplicates `config/models.json`. Delegate once P20-001 lands.
- **P38-001** `crates/gateway/src/execution_loop/mod.rs:1523`. Test `executor_prompt_includes_surfaced_candidates` fails on "W-1 Alice Smith" assertion. Either update prompt formatter or update test.
- **P40-002** Cost gating absent. Add `cost_ceiling_usd_per_hour` to `RoutingEngine` rule, pre-request check against `Usage.by_provider`.
## What "done" looks like for each file the scrum touches
- Name the specific finding(s) the file participates in.
- Show code-level diff (minimum: function signature + first 5 lines of body) for the fix.
- Call out any test that needs updating + one new test that would catch the bug on reintroduction.
- Flag if the fix is too big for one PR and should be split (most of the cross-cutting cluster wants a shared identity/middleware PR first, per-service PRs after).
## Out of scope for this wave
- New features beyond what the findings describe.
- UI work (Phase 4 stale is known).
- DevOps / long-horizon domain work (Terraform/Ansible — Phase 43+).