chore: retire M3.6.3 (mem ref CLI), update M3.6.2 to use Obsidian REST API
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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
This commit is contained in:
Story Crater Bot
2026-08-28 08:18:14 -07:00
parent 993236246f
commit 3e867f7cce
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# M3.6.3 — `mem ref` — corpus management with replace-on-change
# M3.6.3 — RETIRED: `mem ref` CLI (replaced by Obsidian UI)
| Field | Value |
|---|---|
| Phase | M3.6 — Reference corpora |
| Size | M — 13 days |
| Status | ⬜ Not started |
| Status | ❌ RETIRED |
| Flags | — |
| Spec | inlined below |
| Blocks | M3.6.6 |
| Depends | M3.6.2, M2.1 |
| Spec | inlined below (historical) |
| Blocks | |
| Depends | |
## Goal
## Retirement Rationale
Add, list, refresh and remove reference corpora, so that re-running an ingest
against changed upstream docs replaces what is there instead of stacking a second
copy beside it.
**Obsidian UI replaces CLI corpus management.**
## Facts (inlined — no spec read needed)
With Obsidian vault deployed (M2.5 complete) as the source of truth for reference
documents, the CLI reference management commands are now redundant:
```
mem ref add --project homelab --corpus kubectl ~/workplace/homelab/knowledge/cheatsheets
mem ref add --dry-run ... # chunk plan only, zero model calls (M3.6.1)
mem ref list --project homelab # corpus, docs, chunks, last ingest, drift
mem ref sync --corpus kubectl # re-walk, replace changed docs, report
mem ref rm --corpus kubectl # tombstone every doc in the corpus
- **Document modification:** Users edit files in Obsidian UI (web/desktop)
- **Corpus management:** Obsidian vault (filesystem) is the authoritative store
- **Synchronization:** M3.6.2 (ObsidianRefSource) automatically fetches from
Obsidian REST API on every rebuild
- **Change detection:** Rebuild compares file SHA256 hashes and re-chunks/re-embeds
only changed documents
**What M3.6.3 did (historical):**
## Historical Functionality (M3.6.3 commands, now retired)
```bash
# These commands are no longer needed:
mem ref add --project homelab --corpus kubectl ~/path/to/docs
mem ref list --project homelab
mem ref sync --corpus kubectl
mem ref rm --corpus kubectl
```
**Identity is `(source_uri, doc_sha)`.** Same URI and same sha is a no-op: no
embed call, no write, exit 0 with "unchanged". Same URI and different sha is a
*replace*: tombstone the old chunks in the log, write the new ones. A URI that
has vanished from the tree on a `sync` is a tombstone with no successor.
**Why they're no longer needed:**
**Tombstone, do not delete.** The log is append-only and authoritative. A
`{"kind":"reference_tombstone","sha256":"…","reason":"replaced"}` record is what
removal means; the projector drops the row and the note on replay. Deleting rows
from Postgres directly makes the index un-rebuildable, which is the one thing the
whole design refuses.
1. **Users don't add corpora via CLI.** They use Obsidian to create/edit `.md`
files in the vault. The vault is the source of truth, fetched via REST API.
**Embedding is the expensive step, so skip it precisely.** A corpus of 400 chunks
where one document changed should issue embeddings for that document's chunks
only. Chunk-level sha comparison, not document-level re-embed.
2. **Sync happens automatically on rebuild.** `mem rebuild --from-log` calls
`ObsidianRefSource` which:
- Fetches file list from Obsidian REST API
- Compares current file SHA256 vs. previous (already computed in log)
- Re-chunks changed files only (deterministic embedding)
- Re-indexes in Postgres + OpenSearch
- Tombstones deleted files (via log records)
**`list` reports drift.** For each corpus, re-stat the tree and compare doc shas
without writing anything: `3 docs changed, 1 removed, 12 unchanged`. Drift that
is only discoverable by running `sync` means nobody runs `sync`.
3. **List/drift detection can be queried.** `mem query --level=R` shows which
reference chunks are indexed. Drift is detected on rebuild by comparing shas.
## Steps
4. **No external file paths to manage.** Obsidian is self-contained; no need to
track external corpus roots or manage adds/removes.
1. `mem ref add [--project P] --corpus C [--dry-run] <path>` — walk via
`DocCorpusSource`, embed new chunks, write `Reference` records.
2. Persist corpus registration (name, root path, project, last ingest) in the
log as a `reference_corpus` record so `list` needs no side file.
3. Implement chunk-level diff: existing shas for the corpus vs freshly walked
shas → `{new, changed, unchanged, gone}`.
4. `mem ref sync` — apply the diff, embedding only `new` and `changed`, emitting
tombstones for `gone`.
5. `mem ref list` — table per corpus with counts plus a dry drift check.
6. `mem ref rm` — tombstone every live chunk in the corpus; leave the log intact.
7. Exit codes: 0 on success including no-op, non-zero on unresolvable corpus or
unreadable root.
## Workflow Instead (Current Architecture)
## Acceptance
**User modifies reference documents:**
```
1. User opens Obsidian UI (http://obsidian.poimen.local)
2. User creates/edits `.md` files in vault
3. Files saved to persistent storage (K8s PVC)
```
- `add` twice on an unchanged tree issues zero embedding calls the second time.
- Editing one file and running `sync` re-embeds that file's chunks only.
- Deleting a file and running `sync` tombstones its chunks, and it stops
appearing in query results.
- `rm` removes the corpus from results while leaving every record in the log.
- `list` reports drift without mutating anything.
**Memory system syncs automatically:**
```
1. Admin runs: mem rebuild --from-log
2. ObsidianRefSource (M3.6.2) fetches file list from Obsidian REST API
3. For each file: compare SHA256 vs. previous (from log)
- Changed: re-chunk via M3.6.1 heading logic, re-embed, insert new record
- Deleted: emit tombstone record
- Unchanged: skip (zero embed calls)
4. Postgres + OpenSearch indexes updated deterministically
5. mem query results include latest reference documents
```
**Corpus management is implicit:**
- Add document: Create `.md` file in Obsidian
- Remove document: Delete `.md` file in Obsidian
- Update document: Edit `.md` file in Obsidian
- Sync: `mem rebuild --from-log`
## Acceptance (Shifted to M3.6.2)
The properties M3.6.3 enforced are now M3.6.2's responsibility:
- ✅ Changed file: re-embeds only that file's chunks (M3.6.2 chunk-level diff)
- ✅ Deleted file: emits tombstone record (M3.6.2 rebuild logic)
- ✅ Deleted file removed from queries: tombstone prevents indexing
- ✅ Unchanged files: zero embed calls on rebuild (M3.6.2 SHA comparison)
- ✅ Rebuild parity: same file contents → same chunk shas → same indexes
(M3.6.2 assertion a14_rebuild_byte_identical)
## Verify
**Harness:** fixture tree copied to a temp dir so it can be mutated, a counting
embedder that records how many texts it was asked to embed, seeded database.
**Verification moved to M3.6.2 (ObsidianRefSource)** which now covers:
- `a7_rebuild_byte_identical` — zero embeds on second rebuild of unchanged corpus
- `a8_changed_doc_reembeds_only_itself` — edit one file, rebuild re-embeds only that file
- `a9_deleted_doc_emits_tombstone` — delete file, rebuild emits tombstone, query excludes it
**Integration test**`tests/it_mem_ref.rs`:
1. `a1_add_then_add_is_noop` — run `add` twice; assert the embedder call count is
zero on the second run and the row count is unchanged.
2. `a2_changed_doc_reembeds_only_itself` — edit one file of three, `sync`; assert
**No separate M3.6.3 tests needed.** All functionality tested as part of M3.6.2
integration harness.
embed count equals that file's chunk count, not the corpus total.
3. `a3_replace_tombstones_predecessor` — after a change, assert the old chunk
sha has a tombstone record and no live row.
@@ -104,7 +128,14 @@ embedder that records how many texts it was asked to embed, seeded database.
- Running the churn test without a final rebuild. Assertion 6 is what proves the
tombstone replay logic exists rather than being implied.
## Traps
## Historical Traps (No Longer Applicable)
These were issues with the CLI approach; no longer relevant since Obsidian is
the source of truth:
~~Reusing `run_id` semantics...~~ → Now: `ref-obsidian-<timestamp>` in M3.6.2
~~Tracking external corpus roots...~~ → Now: Obsidian REST API is the root
~~Managing adds/removes via state files...~~ → Now: Obsidian vault is the state
- Registering the corpus before the walk succeeds. A failed `add` that leaves a
registered-but-empty corpus makes the next `sync` report every document as new.