chore: retire M3.6.3 (mem ref CLI), update M3.6.2 to use Obsidian REST API
CHANGES: - M3.6.3: marked ❌ RETIRED (Obsidian UI replaces CLI corpus management) - M3.6.2: updated to fetch from Obsidian REST API instead of filesystem - ObsidianRefSource: calls /api/vault/listFiles, /api/vault/readFile - Users manage corpus in Obsidian UI (not via CLI) - Rebuild auto-syncs by re-fetching and comparing file SHAs - No separate chunk-level diff CLI needed - Updated INDEX.md: - M3.6.x: 6 tasks → 5 tasks (removed M3.6.3) - Progress: 1 ✅, 0 🟡, 5 ⬜ → 1 ✅, 0 🟡, 4 ⬜ - Total: 71 tasks → 70 tasks - Noted M3.6.3 retirement in board description RATIONALE: - Obsidian is single source of truth (REST API) - Users already use Obsidian UI for vault management - No need for parallel CLI when vault is the interface - M3.6.2 handles sync via deterministic SHA comparison - Reduces feature bloat, cleaner architecture
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@@ -64,15 +64,15 @@ Legend: ⬜ not started · 🟡 in progress · ✅ done · ⛔ blocked
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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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| 5.5 | Reference corpora | M3.6.x | 6 | 1 | 0 | 5 | ⬜ M3.6.6 |
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| 5.5 | Reference corpora | M3.6.x | 5 | 1 | 0 | 4 | ⬜ M3.6.6 |
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| 5.6 | Tool context | M3.7.x | 4 | 2 | 0 | 2 | ⬜ M3.7.6 |
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| 6 | Post-training | M5.x | 6 | 0 | 0 | 6 | ⬜ M5.6 |
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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 | 1 | 1 | 7 | ⬜ M8.9 |
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| | **Total** | | **71** | **60** | **0** | **11** | 6/11 green |
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| | **Total** | | **70** | **60** | **0** | **10** | 6/11 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). **M4.1-2 ✅** (skill drafting + derived filter). **M3.6.1 ✅** (DocCorpusSource). **M8.1 🟡** (OpenSearch cluster deploying — security context fixes in progress).
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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). **M8.1 🟡** (OpenSearch cluster deploying — security context fixes in progress).
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**Current work:**
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- M8.1: OpenSearch StatefulSet (pod security baseline, fsGroup perms) — deploying
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@@ -86,7 +86,7 @@ Legend: ⬜ not started · 🟡 in progress · ✅ done · ⛔ blocked
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**Blocked until M8.2 green:**
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- M8.3-9 (query optimizer, RRF, hybrid endpoint, benchmarks)
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- M3.7.4 (context endpoint needs hybrid search to rank tiers) — now has M3.7.7 + M3.7.8 ✅
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- M3.6.2+ (reference corpus storage depends on query layer)
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- M3.6.2+ (reference corpus indexing depends on dual-write layer for Postgres + OpenSearch)
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**Tests: 265+ passing, 2 ignored** (M2.1 +8, M3.5 +16, M4 +20, M3.7.7 +18 unit, M3.7.8 +22 integration). **60/71 tasks complete (85%)**, **6/11 gates green**. M3.7.3 & M3.7.5 retired (hybrid search covers). **M3.7.7 & M3.7.8 ✅ complete** (signature extraction + symptom projection, 40+ tests passing).
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@@ -137,25 +137,32 @@ Homelab frontend integration: HTTP facade via `api.riotpiao.com`. Runs in parall
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## 5.5 — Reference corpora · M3.6.x
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Documentation the local models are weak at — `kubectl`, `tea` — made retrievable
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as level **R**: embedded and indexed, never evidence. Ids are `M3.6.x` and stay
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`M3.6.x`; the phase sits here rather than at 4.6 because [M3.6.4](M3.6.4-reference-cycle-guard.md)
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extends M4.2's matcher instead of duplicating it, and because skills are the
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better answer to the same problem and should exist first.
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**Source of truth: Obsidian vault** (REST API, deployed M2.5). Documentation
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the local models are weak at — `kubectl`, `tea` — are stored in Obsidian and
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made retrievable as level **R**: embedded and indexed, never evidence.
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**The load-bearing property is a negative one.** Adding a corpus must not change
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update-rate, must not change default query output, and must not put an R node in
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any provenance chain. R bypasses the recurrence structurally — `run_loop` needs a
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`Query` and a corpus has none — not by a flag. [M3.6.6](M3.6.6-m3.6-gate.md)
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asserts M1.8's numbers are *unchanged*, not merely still-passing, because
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documentation fed to the gate would lower update-rate and make M1.8 easier to
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clear while the memory got worse.
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Ids are `M3.6.x` and stay `M3.6.x`; the phase sits here rather than at 4.6 because
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[M3.6.4](M3.6.4-reference-cycle-guard.md) extends M4.2's matcher instead of
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duplicating it, and because skills are the better answer to the same problem and
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should exist first.
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**The load-bearing property is a negative one.** Adding Obsidian vault reference
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documents must not change update-rate, must not change default query output, and
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must not put an R node in any provenance chain. R bypasses the recurrence
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structurally — `run_loop` needs a `Query` and a corpus has none — not by a flag.
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[M3.6.6](M3.6.6-m3.6-gate.md) asserts M1.8's numbers are *unchanged*, not merely
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still-passing, because documentation fed to the gate would lower update-rate and
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make M1.8 easier to clear while the memory got worse.
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**M3.6.3 retired:** Obsidian UI replaces CLI corpus management. Users edit files
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in Obsidian; `mem rebuild` auto-fetches from Obsidian REST API and re-indexes only
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changed chunks (SHA comparison, deterministic embedding).
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| Task | Title | Size | Flags | Status |
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|---|---|---|---|---|
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| M3.6.1 | `DocCorpusSource` + heading chunking | M | — | ✅ |
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| [M3.6.2](M3.6.2-level-r-storage.md) | Level R: log, index, vault, rebuild parity | M | — | ⬜ |
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| [M3.6.3](M3.6.3-mem-ref-cli.md) | `mem ref` — replace-on-change corpus management | M | — | ⬜ |
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| [M3.6.2](M3.6.2-level-r-storage.md) | Level R: Obsidian reference indexing + rebuild parity | M | — | ⬜ |
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| M3.6.3 | `mem ref` — corpus management CLI | M | — | ❌ RETIRED (Obsidian UI replaces) |
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| [M3.6.4](M3.6.4-reference-cycle-guard.md) | Reference text cannot re-enter as evidence | M | — | ⬜ |
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| [M3.6.5](M3.6.5-query-levels-and-floor.md) | Query: filter-then-recall, R opt-in, floor | M | — | ⬜ |
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| [M3.6.6](M3.6.6-m3.6-gate.md) | **M3.6 composition gate** | M | gate | ⬜ |
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