docs: retire M3.7.3 & M3.7.5 (hybrid search serves better), 71 tasks remain
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2026-08-27 21:56:50 -07:00
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@@ -65,27 +65,30 @@ Legend: ⬜ not started · 🟡 in progress · ✅ done · ⛔ blocked
| 4.5 | Distributed API Layer | M3.5.x | 10 | 10 | 0 | 0 | ✅ M3.5.8 |
| 5 | Skills | M4.x | 3 | 2 | 0 | 1 | ⬜ M4.3 |
| 5.5 | Reference corpora | M3.6.x | 6 | 1 | 0 | 5 | ⬜ M3.6.6 |
| 5.6 | Tool context | M3.7.x | 5 | 0 | 1 | 4 | ⬜ M3.7.6 |
| 5.6 | Tool context | M3.7.x | 4 | 0 | 1 | 3 | ⬜ M3.7.6 |
| 6 | Post-training | M5.x | 6 | 0 | 0 | 6 | ⬜ M5.6 |
| 7 | agent-manager migration | M6.x | 6 | 0 | 0 | 6 | ⬜ M6.6 |
| 8 | Source connectors | M7.x | 10 | 0 | 0 | 10 | ⬜ M7.10 |
| 9 | Hybrid search | M8.x | 9 | 1 | 1 | 7 | ⬜ M8.9 |
| | **Total** | | **72** | **57** | **1** | **14** | 6/11 green |
| | **Total** | | **71** | **57** | **1** | **13** | 6/11 green |
**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).
**Current work:**
- M8.1: OpenSearch StatefulSet (pod security baseline, fsGroup perms) — 2 commits pending (9a07659, 611f4d8)
- M3.7.4: `/memory/context` 3-tier lookup endpoint (starts after M3.6 Phase 1 + M8.2)
- M3.7.7: Failure signature extraction + normalization (in progress)
- Obsidian service: ✅ Deployed (ppatlabs/obsidian:latest, REST API on 27124)
- All M3.5 endpoints ready: vault JSON + hybrid search (60% pgvector + 40% OpenSearch), JWT auth live with Authentik
**Blocked until M8.1 green:**
- M8.2 (dual-write indexing) — needs OpenSearch cluster ready
- M8.3-9 (query optimizer, RRF, hybrid endpoint, benchmarks) — M8.2 blocker
- M3.7.4 context endpoint uses hybrid search results — M8.2 blocker
**Immediate blocker (M8.1):**
- OpenSearch StatefulSet pod security context fix
**Tests: 247 passing, 2 ignored** (M2.1 +8, M3.5 +16, M4 +20). **57/72 tasks complete (79%)**, **6/11 gates green**. M3.7.5 retired (redundant with hybrid search).
**Blocked until M8.2 green:**
- M8.3-9 (query optimizer, RRF, hybrid endpoint, benchmarks)
- M3.7.4 (context endpoint needs hybrid search to rank tiers)
- M3.6.2+ (reference corpus storage depends on query layer)
**Tests: 247 passing, 2 ignored** (M2.1 +8, M3.5 +16, M4 +20). **57/71 tasks complete (80%)**, **6/11 gates green**. M3.7.3 & M3.7.5 retired (hybrid search covers).
`M2.2` (CNPG manifest), `M5.4` (vLLM+LoRA), `M3.5.9` (git refs), and
`M6.x` (agent-manager migration) are homelab/infra work independent of prior phases, can start parallel.
@@ -159,29 +162,23 @@ clear while the memory got worse.
## 5.6 — Tool context · M3.7.x
Context lookup over HTTP for failure diagnosis and tool troubleshooting.
Context lookup over HTTP for failure diagnosis.
Consumers are `pi`, curl, or an MCP call.
**Three-tier lookup:**
1. **Tier 1 (Exact):** Normalised failure signature hash → past solutions
2. **Tier 2 (Semantic):** Hybrid search over skill/evidence corpus → similar cases
3. **Tier 3 (Reference):** R corpus (documentation) → general guidance
**M3.7.3 & M3.7.5 retired:** Skill filtering and standing queries were pre-hybrid-search design.
Hybrid search (M8) solves skill matching + failure retrieval better. Tasks dropped.
Hybrid search (M8) now covers tiers 1 & 2. Tier 3 enabled by M3.6 (reference corpora).
**Remaining work (3 tasks):**
- **M3.7.4:** `/memory/context` endpoint (3-tier: signature → hybrid search → reference corpus)
- **M3.7.7:** Failure signature extraction (normalize timestamps, paths) — in progress
- **M3.7.8:** Symptom projection (query → normalized form for tier 1 matching)
- **M3.7.6:** Composition gate (verifies tiers work end-to-end)
**M3.7.5 deferred:** Standing query for tool-failures was pre-hybrid-search design.
Now redundant — hybrid search solves the same problem better. Task retired.
**Key remaining work:**
- M3.7.7: Failure signature extraction (normalize timestamps, paths)
- M3.7.8: Symptom projection (query → normalized form for matching)
- M3.7.4: HTTP endpoint glue (tier logic + response shape)
Ids are `M3.7.x` and frozen. `M3.7.1`, `M3.7.2`, `M3.7.5` retired (not needed).
Ids are `M3.7.x` and frozen. `M3.7.1`, `M3.7.2`, `M3.7.3`, `M3.7.5` retired.
| Task | Title | Size | Flags | Status |
|---|---|---|---|---|
| [M3.7.3](M3.7.3-skill-matching.md) | `GET /memory/skills?task=`match a subset | S | — | |
| M3.7.3 | `GET /memory/skills?task=`skill match | | — | ❌ Retired (hybrid search covers) |
| [M3.7.4](M3.7.4-context-endpoint.md) | `/memory/context` — three-tier lookup | M | — | 🟡 |
| M3.7.5 | `tool-failures` standing query | — | — | ❌ Retired (hybrid search covers) |
| [M3.7.6](M3.7.6-m3.7-gate.md) | **M3.7 composition gate** | M | gate | ⬜ |