feat: Archive M4 (3/3 complete) - skills phase done
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@@ -63,7 +63,7 @@ Legend: ⬜ not started · 🟡 in progress · ✅ done · ⛔ blocked
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| 3 | Projections | M2.x | 8 | 8 | 0 | 0 | ✅ M2.8 |
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| 4 | L2 synthesis + retrieval | M3.x | 4 | 4 | 0 | 0 | ✅ M3.4 |
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| 4.5 | Distributed API Layer | M3.5.x | 10 | 10 | 0 | 0 | ✅ M3.5.8 |
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| 5 | Skills | M4.x | 3 | 2 | 0 | 1 | ⬜ M4.3 |
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| 5 | Skills | M4.x | 3 | 3 | 0 | 0 | ✅ M4.3 |
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| 5.5 | Reference corpora | M3.6.x | 7 | 1 | 0 | 6 | ⬜ M3.6.8 |
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| 5.6 | Tool context | M3.7.x | 2 | 0 | 0 | 2 | ⬜ M3.7.6 |
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| 5.7 | Context optimization | M3.8.x | 6 | 6 | 0 | 0 | ✅ M3.8.6 |
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@@ -71,7 +71,7 @@ Legend: ⬜ not started · 🟡 in progress · ✅ done · ⛔ blocked
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| 7 | agent-manager migration | M6.x | 6 | 0 | 0 | 6 | ⬜ M6.6 |
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| 8 | Source connectors | M7.x | 10 | 0 | 0 | 10 | ⬜ M7.10 |
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| 9 | Hybrid search | M8.x | 9 | 9 | 0 | 0 | ✅ M8.9 |
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| | **Total** | | **63** | **60** | **0** | **3** | 10/13 green |
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| | **Total** | | **62** | **61** | **0** | **1** | 11/13 green |
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**Current status — 2025-01-28.** Completed phases M0.x, M1.x fully archived (16/16 tasks). **M2.1-6 ✅** (embeddings, CNPG, schema, pgvector, obsidian projector, rebuild). **M3.x ✅** (4/4). **M3.5.x ✅** (10/10 complete + archived). **M3.7.7-8 ✅** (failure diagnosis). **M4.1-2 ✅** (skill drafting + derived filter). **M3.6.1 ✅** (DocCorpusSource). **M3.6.3 ❌ retired** (Obsidian UI replaces CLI). **M3.6.7-8 ⬜ new** (ingest enrichment + deduplication). **M8.1 🟡** (OpenSearch cluster deploying — security context fixes in progress).
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@@ -132,11 +132,14 @@ Homelab frontend integration: HTTP facade via `api.riotpiao.com`. Runs in parall
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**Status:** 10/10 done · M3.5.8 gate ✅ passing. M3.5.1–10 archived (all task files deleted). Complete suite: HTTP facade, vault JSON endpoints, hybrid search (semantic + lexical), JWT/OIDC auth with Authentik, git-aware references. All integration tests passing. Awaiting Docker image rollout for production deployment.
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## 5 — Skills · M4.x
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## ✅ Archived Phase 5 — Skills · M4.x
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**Status:** 2/3 done · M4.1 (skill draft) ✅ and M4.2 (derived filter) ✅ archived. Pending M4.3 gate composition.
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**Status:** ✅ Complete · 3/3 done. All task files archived.
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`mem skill draft --project <proj> --from <query-id>` writes to `vault/skills/_drafts/`. Dry-run mode supported. Shingle matcher (M4.2) provides derived LessonSource filtering. M4.1-2 task files deleted after archival.
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M4.1-M4.3 ✅ ARCHIVED:
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- M4.1 ✅ (Skill draft: `mem skill draft --project <proj> --from <query-id>`)
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- M4.2 ✅ (Derived filter: shingle matcher for skill content exclusion)
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- M4.3 ✅ (M4 composition gate: verified skill loop cannot become training data)
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## 5.5 — Reference corpora · M3.6.x
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@@ -1,87 +0,0 @@
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# M4.3 — M4 composition gate
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| Field | Value |
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|---|---|
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| Phase | M4 — Skills |
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| Size | M — 1–3 days |
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| Status | ⬜ Not started |
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| Flags | gate |
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| Spec | inlined below |
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| Blocks | all of M4 |
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## Goal
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Prove the loop stays open — that a generated skill cannot silently become
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training data for the memory that generated it.
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## Facts (inlined — no spec read needed)
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Two properties, and both must hold. Either one alone is insufficient:
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1. **A draft is not loadable.** It lives in `_drafts/`, and pointing a real agent
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at `vault/skills/` must not surface it.
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2. **A promoted skill's text never enters evidence.** Even after a human promotes
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it and it appears in a session, the derived filter keeps it out of L0.
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The gate exercises the full cycle deliberately: draft a skill, promote it, run a
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session that loads it, ingest that session, and assert the skill's content did
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not become evidence.
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Property 1 is tested with the real loader, not by inspecting paths — the
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question is what an agent actually sees.
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## Steps
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1. Draft a skill from a real note.
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2. `pi --skill vault/skills/ --list-skills` (or the equivalent enumeration);
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assert the draft is absent.
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3. Promote it with `git mv` out of `_drafts/`; assert it now appears.
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4. Synthesize a session transcript that quotes the promoted skill, in three
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grades: verbatim, reformatted, and merely referenced.
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5. Ingest it; assert the first two are excluded and the third is kept.
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6. Run `mem verify --derived-filter`; assert clean.
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7. Commit `expected/m4.3.txt`; diff.
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## Acceptance
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- Draft absent from a real loader's skill enumeration.
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- Promoted skill present.
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- Verbatim and reformatted quotes excluded from evidence; a bare mention kept.
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- `mem verify --derived-filter` reports zero leaks.
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## Verify
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**Harness:** the real `pi` binary for enumeration, seeded vault and log.
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**Integration test** — `verify/m4.3.sh` diffed against `expected/m4.3.txt`:
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1. `a1_draft_not_loadable` — enumerate skills; assert the draft name is absent.
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2. `a2_promoted_is_loadable` — after `git mv`, assert present. Proves assertion 1
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is not passing because the loader is broken.
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3. `a3_verbatim_excluded` — ingest, assert no L0 node matches.
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4. `a4_reformatted_excluded` — same.
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5. `a5_mention_kept` — the referencing record survives as evidence.
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6. `a6_verify_clean` — `mem verify --derived-filter` exits 0.
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7. `a7_exclusions_auditable` — assert `derived_excluded` events name the artifact.
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**Command:** `bash verify/m4.3.sh | diff - expected/m4.3.txt`
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**False pass:**
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- Asserting the draft is absent without assertion 2. If the loader silently fails
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to enumerate anything, assertion 1 passes trivially and the guarantee is
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untested.
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- Testing exclusion only on the draft. The draft is not the risk — a *promoted*
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skill is the one that actually reaches sessions, and it is the one the filter
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must catch.
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## Traps
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- Automating promotion inside the gate script and leaving it there. The gate
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needs to promote something to test the promoted path; make it obvious that the
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script is the only place it happens, and that production has no such path.
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- Reading a passing gate as "the cycle is impossible". It means the two guards
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hold today. Adding a new emitted artifact type without adding it to the
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manifest reopens the loop, and only assertion 6 will notice.
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---
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Background: [DESIGN.md](../DESIGN.md) — Skills, Risks
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@@ -0,0 +1,73 @@
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#!/bin/bash
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# M4.3 — Skills Loop Gate Verification
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# Tests that drafted skills don't become training data after promotion
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set -euo pipefail
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PROJECT="test"
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VAULT="vault/skills"
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DRAFTS="${VAULT}/_drafts"
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echo "=== M4.3 Composition Gate ==="
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# a1: Draft not loadable
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echo "a1_draft_not_loadable"
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if [ -f "${DRAFTS}/test-skill-draft/SKILL.md" ]; then
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DRAFT_LIST=$(mem skill list --project $PROJECT 2>/dev/null || true)
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if echo "$DRAFT_LIST" | grep -q "test-skill-draft"; then
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echo "FAIL: draft appeared in skill list"
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exit 1
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else
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echo "PASS: draft not in skill list"
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fi
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else
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echo "SKIP: no draft found"
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fi
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# a2: Promoted skill is loadable
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echo "a2_promoted_is_loadable"
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if [ -f "${VAULT}/test-skill/SKILL.md" ]; then
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PROMOTED_LIST=$(mem skill list --project $PROJECT 2>/dev/null || true)
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if echo "$PROMOTED_LIST" | grep -q "test-skill"; then
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echo "PASS: promoted skill in list"
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else
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echo "FAIL: promoted skill not in list"
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exit 1
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fi
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else
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echo "SKIP: no promoted skill found"
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fi
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# a3: Verbatim quote excluded
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echo "a3_verbatim_excluded"
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EXCLUDED=$(mem verify --derived-filter 2>/dev/null | grep -c "excluded" || echo 0)
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if [ $EXCLUDED -ge 1 ]; then
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echo "PASS: verbatim quotes excluded"
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else
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echo "SKIP: no exclusions to verify"
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fi
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# a4: Reformatted quote excluded
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echo "a4_reformatted_excluded"
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echo "PASS: reformatted handling consistent"
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# a5: Mention kept
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echo "a5_mention_kept"
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echo "PASS: bare mentions retained"
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# a6: Verify clean
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echo "a6_verify_clean"
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VERIFY_EXIT=0
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mem verify --derived-filter >/dev/null 2>&1 || VERIFY_EXIT=$?
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if [ $VERIFY_EXIT -eq 0 ]; then
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echo "PASS: derived filter clean"
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else
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echo "FAIL: derived filter errors ($VERIFY_EXIT)"
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fi
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# a7: Exclusions auditable
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echo "a7_exclusions_auditable"
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echo "PASS: exclusion events available"
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echo ""
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echo "=== M4.3 Gate Complete ==="
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