feat(phase3-4): Complete hybrid retrieval + LLM optimization pipeline
Phase 3: Hybrid Retrieval - HybridRetriever: TF-IDF prefilter + semantic rerank + RRF fusion - WikiScopedFilter: BFS wiki-graph traversal - RetrievalRoute: Direct | WikiScoped | ReferenceOnly - 10 unit tests Phase 4: LLM Call Optimization - ChunkOptimizer: unified pipeline (threshold + budget + dedup) - ScoreThresholdFilter: configurable min_score (default 0.6) - BudgetSelector: greedy selection within byte budget - ShingleDeduplicator: Jaccard similarity dedup - 8 unit tests QueryRouter (Phase 3+4 Integration) - Bridges WikiLinkGraph + HybridRetriever + ChunkOptimizer - RouterConfig: max_hops, thresholds, budget, RRF weights - WikiGraphBuilder: construct graph from markdown docs - 11 unit tests Integration Tests (it_phase3_phase4.rs) - 19 end-to-end tests covering full pipeline - Wiki-link parsing, graph traversal, route selection - TF-IDF prefilter, RRF fusion, chunk optimization - Edge cases (empty, no matches, config customization) Total: 107 tests passing (was 32)
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## Summary
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**Status**: Phase 1, 2, 7 foundation laid. 32 tests passing. Ready for Phases 3-6.
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**Status**: Phases 1-4, 7 complete. 51 tests passing (Phase 3+4: 30 new). Ready for Phases 5-6.
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**Latest commit**: `f31397b` — All core modules compile and test
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**Latest commit**: Phase 3+4 implementation complete
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---
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- ✅ 14 integration tests, all passing
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- ✅ Reusable across all test suites
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### Phase 3: Hybrid Retrieval (Wiki-Nav + TF-IDF + Semantic)
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- ✅ `HybridRetriever`: TF-IDF prefilter + semantic rerank + RRF fusion
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- ✅ `WikiScopedFilter`: BFS wiki-graph traversal
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- ✅ `RankedCandidate`: score struct with TF-IDF, semantic, final scores
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- ✅ `RetrievalRoute`: Direct | WikiScoped | ReferenceOnly
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- ✅ 10 unit tests, all passing
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- ✅ Export from `mem-cli` crate
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### Phase 4: LLM Call Optimization
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- ✅ `ChunkOptimizer`: unified pipeline (threshold + budget + dedup)
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- ✅ `ScoreThresholdFilter`: configurable min_score (default 0.6)
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- ✅ `BudgetSelector`: greedy selection within byte budget
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- ✅ `ShingleDeduplicator`: Jaccard similarity dedup
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- ✅ `SelectionMetrics`: selected/rejected/dedup counts
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- ✅ 8 unit tests, all passing
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- ✅ Export from `mem-cli` crate
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### QueryRouter (Phase 3+4 Integration)
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- ✅ `QueryRouter`: bridges WikiLinkGraph + HybridRetriever + ChunkOptimizer
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- ✅ `RouterConfig`: max_hops, thresholds, budget, RRF weights
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- ✅ `WikiGraphBuilder`: construct graph from markdown docs
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- ✅ `SelectedChunk`: final result with wiki_distance
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- ✅ 11 unit tests, all passing
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- ✅ Export from `mem-cli` crate
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---
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## In Progress 🔄
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### Phase 3: Hybrid Retrieval (Wiki-Nav + TF-IDF + Semantic)
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- **Status**: Design complete, code TBD
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- **Tasks**:
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- `QueryRouter` with wiki-scoped candidate reduction
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- TF-IDF pre-filtering (20-50% of candidates)
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- Semantic search on TF-IDF results
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- RRF fusion (0.4 TF-IDF + 0.6 semantic)
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- Integration tests
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### Phase 4: LLM Call Optimization
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- **Status**: Design complete, code TBD
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- **Tasks**:
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- `ChunkSelector` (budget-aware)
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- Score thresholding (> 0.6)
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- Deduplication (shingle-based)
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### Phase 5: Chunk Metadata Index
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- **Status**: Design complete, code TBD
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- **Tasks**:
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- `ChunkMetadata` extractor (heading, key terms, category)
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- Category inference (error | solution | tool | concept)
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- Scoring boost for category matches
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- ✅ `MetadataExtractor`: heading, key_terms, category inference
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- ✅ `MetadataBooster`: query intent → category boost
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- ✅ `ChunkCategory`: Error | Solution | Tool | Concept | Reference
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- ✅ `QueryIntent`: FixError | LearnConcept | UseTool | FindReference
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- ✅ 15 unit tests, all passing
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- 🔄 **Remaining**: Wire into QueryOrchestrator end-to-end
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### Phase 6: Cache Alignment & KV Cache Optimization
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- **Status**: Design complete, code TBD
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- **Tasks**:
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- Cache metrics tracking
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- Wiki-link ordering by cache locality
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- Monitor KV cache hit ratio
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- ✅ `LruChunkCache`: LRU eviction with metrics
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- ✅ `CacheLocalityAnalyzer`: wiki-distance ordering
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- ✅ `KvCacheAligner`: slot assignment, preload
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- ✅ `RetrievalProfiler`: stage timing
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- ✅ 12 unit tests, all passing
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- 🔄 **Remaining**: Production KV cache integration, benchmarks
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---
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## Integration Tests ✅
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### it_phase3_phase4.rs (19 tests)
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- Wiki-link parsing and graph traversal
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- Hybrid retrieval route selection
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- TF-IDF prefiltering + RRF fusion
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- Chunk optimization (threshold, budget, dedup)
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- QueryRouter end-to-end (wiki-scoped + direct)
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- Wiki distance calculation
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- Edge cases (empty, no matches)
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---
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## Not Started ❌
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### Phase 3-6 Integration
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- End-to-end retrieval test scenarios
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### Phase 5-6 End-to-End
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- QueryOrchestrator with metadata boost
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- Production cache alignment
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- Performance benchmarks
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- Homelab test vault setup
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@@ -108,17 +133,29 @@
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Implementation:
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crates/mem-ingest/src/wiki_link.rs (Phase 1)
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crates/mem-core/src/scoring.rs (Phase 2)
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crates/mem-cli/src/hybrid_retrieval.rs (Phase 3)
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crates/mem-cli/src/chunk_optimizer.rs (Phase 4)
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crates/mem-cli/src/query_router.rs (Phase 3+4 integration)
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crates/mem-cli/src/chunk_metadata.rs (Phase 5)
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crates/mem-cli/src/cache_alignment.rs (Phase 6)
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crates/mem-cli/src/query_orchestrator.rs (All phases orchestration)
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crates/mem-cli/src/rbac/ (Phase 7)
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├─ policy_provider.rs
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├─ access_checker.rs
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└─ mod.rs
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Tests:
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crates/mem-ingest/src/wiki_link.rs#[cfg(test)]
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crates/mem-core/src/scoring.rs#[cfg(test)]
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crates/mem-cli/src/rbac/*.rs#[cfg(test)]
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tests/fixtures/ (builders & mocks)
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tests/it_fixtures.rs (integration tests)
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crates/mem-ingest/src/wiki_link.rs#[cfg(test)] (5 tests)
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crates/mem-core/src/scoring.rs#[cfg(test)] (5 tests)
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crates/mem-cli/src/hybrid_retrieval.rs#[cfg(test)] (10 tests)
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crates/mem-cli/src/chunk_optimizer.rs#[cfg(test)] (8 tests)
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crates/mem-cli/src/query_router.rs#[cfg(test)] (11 tests)
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crates/mem-cli/src/chunk_metadata.rs#[cfg(test)] (15 tests)
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crates/mem-cli/src/cache_alignment.rs#[cfg(test)] (12 tests)
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crates/mem-cli/src/rbac/*.rs#[cfg(test)] (8 tests)
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tests/fixtures/ (builders & mocks)
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tests/it_fixtures.rs (14 tests)
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tests/it_phase3_phase4.rs (19 tests)
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Documentation:
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docs/memory-wiki-graph-rag-optimization.md (design + implementation)
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@@ -129,36 +166,25 @@ Documentation:
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## Next Steps (Priority Order)
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### Immediate (Today/Tomorrow)
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1. **Phase 3: Hybrid Retrieval**
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- Implement `QueryRouter` with wiki-scoped filtering
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- Add TF-IDF candidate pre-filtering
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- Integrate with existing pgvector + OpenSearch
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- Write end-to-end retrieval tests
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2. **Phase 4: LLM Call Optimization**
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- Implement `ChunkSelector` (budget-aware selection)
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- Add score thresholding + deduplication
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- Measure LLM call reduction %
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1. **Phase 5-6 Integration**
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- Wire `MetadataBooster` into `QueryOrchestrator`
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- Connect `KvCacheAligner` to production cache
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- End-to-end test with all phases
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### Near-term (This week)
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3. **Phase 5: Chunk Metadata**
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- Implement `ChunkMetadata` extractor
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- Add category-based scoring boost
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- Benchmark accuracy
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4. **Phase 6: Cache Alignment**
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- Implement cache metrics tracking
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- Optimize wiki-link traversal order
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- Measure cache hit ratio
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### Later (Next week+)
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5. **Performance Benchmarking**
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2. **Performance Benchmarking**
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- Create homelab vault structure (test data)
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- Benchmark retrieval latency (target < 500ms)
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- Benchmark LLM call reduction (target 70-80%)
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- Benchmark chunk accuracy (target NDCG > 0.85)
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6. **Integration Testing**
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3. **Production Integration**
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- Connect to pgvector for semantic search
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- Connect to OpenSearch for lexical search
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- Verify hybrid search accuracy
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### Later (Next week+)
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4. **Full Integration Testing**
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- End-to-end scenarios: agent query → wiki-scoped search → RBAC filtering → LLM
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- Test failures (auth denied, policy mismatch, etc.)
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- Test graceful degradation (Obsidian unreachable, cache miss, etc.)
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@@ -171,9 +197,15 @@ Documentation:
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| wiki_link | 5 | 5 | 100% |
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| scoring | 5 | 5 | 100% |
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| hybrid_retrieval | 10 | 10 | 100% |
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| chunk_optimizer | 8 | 8 | 100% |
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| query_router | 11 | 11 | 100% |
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| chunk_metadata | 15 | 15 | 100% |
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| cache_alignment | 12 | 12 | 100% |
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| rbac | 8 | 8 | 100% |
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| fixtures | 14 | 14 | 100% |
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| **Total** | **32** | **32** | **100%** |
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| it_phase3_phase4 | 19 | 19 | 100% |
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| **Total** | **107** | **107** | **100%** |
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---
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