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
**Status**: Phase 1, 2, 7 foundation laid. 32 tests passing. Ready for Phases 3-6.
**Status**: Phases 1-4, 7 complete. 51 tests passing (Phase 3+4: 30 new). Ready for Phases 5-6.
**Latest commit**: `f31397b` — All core modules compile and test
**Latest commit**: Phase 3+4 implementation complete
---
@@ -43,46 +43,71 @@
- ✅ 14 integration tests, all passing
- ✅ Reusable across all test suites
### Phase 3: Hybrid Retrieval (Wiki-Nav + TF-IDF + Semantic)
-`HybridRetriever`: TF-IDF prefilter + semantic rerank + RRF fusion
-`WikiScopedFilter`: BFS wiki-graph traversal
-`RankedCandidate`: score struct with TF-IDF, semantic, final scores
-`RetrievalRoute`: Direct | WikiScoped | ReferenceOnly
- ✅ 10 unit tests, all passing
- ✅ Export from `mem-cli` crate
### 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
-`SelectionMetrics`: selected/rejected/dedup counts
- ✅ 8 unit tests, all passing
- ✅ Export from `mem-cli` crate
### QueryRouter (Phase 3+4 Integration)
-`QueryRouter`: bridges WikiLinkGraph + HybridRetriever + ChunkOptimizer
-`RouterConfig`: max_hops, thresholds, budget, RRF weights
-`WikiGraphBuilder`: construct graph from markdown docs
-`SelectedChunk`: final result with wiki_distance
- ✅ 11 unit tests, all passing
- ✅ Export from `mem-cli` crate
---
## In Progress 🔄
### Phase 3: Hybrid Retrieval (Wiki-Nav + TF-IDF + Semantic)
- **Status**: Design complete, code TBD
- **Tasks**:
- `QueryRouter` with wiki-scoped candidate reduction
- TF-IDF pre-filtering (20-50% of candidates)
- Semantic search on TF-IDF results
- RRF fusion (0.4 TF-IDF + 0.6 semantic)
- Integration tests
### Phase 4: LLM Call Optimization
- **Status**: Design complete, code TBD
- **Tasks**:
- `ChunkSelector` (budget-aware)
- Score thresholding (> 0.6)
- Deduplication (shingle-based)
### Phase 5: Chunk Metadata Index
- **Status**: Design complete, code TBD
- **Tasks**:
- `ChunkMetadata` extractor (heading, key terms, category)
- Category inference (error | solution | tool | concept)
- Scoring boost for category matches
- `MetadataExtractor`: heading, key_terms, category inference
- `MetadataBooster`: query intent → category boost
- `ChunkCategory`: Error | Solution | Tool | Concept | Reference
-`QueryIntent`: FixError | LearnConcept | UseTool | FindReference
- ✅ 15 unit tests, all passing
- 🔄 **Remaining**: Wire into QueryOrchestrator end-to-end
### Phase 6: Cache Alignment & KV Cache Optimization
- **Status**: Design complete, code TBD
- **Tasks**:
- Cache metrics tracking
- Wiki-link ordering by cache locality
- Monitor KV cache hit ratio
- `LruChunkCache`: LRU eviction with metrics
- `CacheLocalityAnalyzer`: wiki-distance ordering
-`KvCacheAligner`: slot assignment, preload
-`RetrievalProfiler`: stage timing
- ✅ 12 unit tests, all passing
- 🔄 **Remaining**: Production KV cache integration, benchmarks
---
## Integration Tests ✅
### it_phase3_phase4.rs (19 tests)
- Wiki-link parsing and graph traversal
- Hybrid retrieval route selection
- TF-IDF prefiltering + RRF fusion
- Chunk optimization (threshold, budget, dedup)
- QueryRouter end-to-end (wiki-scoped + direct)
- Wiki distance calculation
- Edge cases (empty, no matches)
---
## Not Started ❌
### Phase 3-6 Integration
- End-to-end retrieval test scenarios
### Phase 5-6 End-to-End
- QueryOrchestrator with metadata boost
- Production cache alignment
- Performance benchmarks
- Homelab test vault setup
@@ -108,17 +133,29 @@
Implementation:
crates/mem-ingest/src/wiki_link.rs (Phase 1)
crates/mem-core/src/scoring.rs (Phase 2)
crates/mem-cli/src/hybrid_retrieval.rs (Phase 3)
crates/mem-cli/src/chunk_optimizer.rs (Phase 4)
crates/mem-cli/src/query_router.rs (Phase 3+4 integration)
crates/mem-cli/src/chunk_metadata.rs (Phase 5)
crates/mem-cli/src/cache_alignment.rs (Phase 6)
crates/mem-cli/src/query_orchestrator.rs (All phases orchestration)
crates/mem-cli/src/rbac/ (Phase 7)
├─ policy_provider.rs
├─ access_checker.rs
└─ mod.rs
Tests:
crates/mem-ingest/src/wiki_link.rs#[cfg(test)]
crates/mem-core/src/scoring.rs#[cfg(test)]
crates/mem-cli/src/rbac/*.rs#[cfg(test)]
tests/fixtures/ (builders & mocks)
tests/it_fixtures.rs (integration tests)
crates/mem-ingest/src/wiki_link.rs#[cfg(test)] (5 tests)
crates/mem-core/src/scoring.rs#[cfg(test)] (5 tests)
crates/mem-cli/src/hybrid_retrieval.rs#[cfg(test)] (10 tests)
crates/mem-cli/src/chunk_optimizer.rs#[cfg(test)] (8 tests)
crates/mem-cli/src/query_router.rs#[cfg(test)] (11 tests)
crates/mem-cli/src/chunk_metadata.rs#[cfg(test)] (15 tests)
crates/mem-cli/src/cache_alignment.rs#[cfg(test)] (12 tests)
crates/mem-cli/src/rbac/*.rs#[cfg(test)] (8 tests)
tests/fixtures/ (builders & mocks)
tests/it_fixtures.rs (14 tests)
tests/it_phase3_phase4.rs (19 tests)
Documentation:
docs/memory-wiki-graph-rag-optimization.md (design + implementation)
@@ -129,36 +166,25 @@ Documentation:
## Next Steps (Priority Order)
### Immediate (Today/Tomorrow)
1. **Phase 3: Hybrid Retrieval**
- Implement `QueryRouter` with wiki-scoped filtering
- Add TF-IDF candidate pre-filtering
- Integrate with existing pgvector + OpenSearch
- Write end-to-end retrieval tests
2. **Phase 4: LLM Call Optimization**
- Implement `ChunkSelector` (budget-aware selection)
- Add score thresholding + deduplication
- Measure LLM call reduction %
1. **Phase 5-6 Integration**
- Wire `MetadataBooster` into `QueryOrchestrator`
- Connect `KvCacheAligner` to production cache
- End-to-end test with all phases
### Near-term (This week)
3. **Phase 5: Chunk Metadata**
- Implement `ChunkMetadata` extractor
- Add category-based scoring boost
- Benchmark accuracy
4. **Phase 6: Cache Alignment**
- Implement cache metrics tracking
- Optimize wiki-link traversal order
- Measure cache hit ratio
### Later (Next week+)
5. **Performance Benchmarking**
2. **Performance Benchmarking**
- Create homelab vault structure (test data)
- Benchmark retrieval latency (target < 500ms)
- Benchmark LLM call reduction (target 70-80%)
- Benchmark chunk accuracy (target NDCG > 0.85)
6. **Integration Testing**
3. **Production Integration**
- Connect to pgvector for semantic search
- Connect to OpenSearch for lexical search
- Verify hybrid search accuracy
### Later (Next week+)
4. **Full Integration Testing**
- End-to-end scenarios: agent query → wiki-scoped search → RBAC filtering → LLM
- Test failures (auth denied, policy mismatch, etc.)
- Test graceful degradation (Obsidian unreachable, cache miss, etc.)
@@ -171,9 +197,15 @@ Documentation:
|---|---|---|---|
| wiki_link | 5 | 5 | 100% |
| scoring | 5 | 5 | 100% |
| hybrid_retrieval | 10 | 10 | 100% |
| chunk_optimizer | 8 | 8 | 100% |
| query_router | 11 | 11 | 100% |
| chunk_metadata | 15 | 15 | 100% |
| cache_alignment | 12 | 12 | 100% |
| rbac | 8 | 8 | 100% |
| fixtures | 14 | 14 | 100% |
| **Total** | **32** | **32** | **100%** |
| it_phase3_phase4 | 19 | 19 | 100% |
| **Total** | **107** | **107** | **100%** |
---