Deleted 31 completed task files: - M0.x: 8 tasks (cargo, domain types, recordsource, tokenizer, adapters, gate) - M1.x: 8 tasks (llm-chat, standing-query, prompt template, parser, loop, log, e2e, gate) - M3.x: 4 tasks (l2-synthesis, rerank, mem-query, gate) - M3.5.x: 8 tasks (http-server, ingest, query, federation, skills, projects, rate-limiting, gate) - M3.6.1: DocCorpusSource (heading-boundary chunking) - M4.1-2: skill-draft, derived-filter Updated INDEX.md: - Removed M0 & M1 phase sections (archived in git history) - Updated progress table: 65 active tasks (42✅ + 2🟡 + 21⬜) - Updated status: M0/M1 complete, M3/M3.5 gates passing, M4.1-2 done - Noted M3.5.10 JWT auth implementation complete (awaiting image rollout) - Cleaned up broken links to deleted task files Total test count: 239 passing, 2 ignored (up from 196 at M3.4) Ready for M4.3 gate composition, M5 post-training, M7 source connectors.
128 lines
4.8 KiB
Markdown
128 lines
4.8 KiB
Markdown
# M8.6 — Upgrade GET /memory/query to hybrid with fallback
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| Field | Value |
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|---|---|
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| Phase | M8 — Hybrid Search |
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| Size | M — 1–2 days |
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| Status | ⬜ |
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| Flags | — |
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| Spec | inlined below |
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| Blocks | M8.8, M8.9 |
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| Depends | M8.5 (hybrid query worker compiles and passes tests) |
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## Goal
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Replace the `QueryWorker` call in `GET /memory/query` with `HybridQueryWorker`. Add `?method=` parameter for explicit strategy override. Implement fallback chain: hybrid → semantic → error.
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## Design
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**Updated request:**
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```
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GET /memory/query?query=...&project=...&limit=10&method=hybrid
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Authorization: Bearer <JWT>
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```
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New parameter:
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- `method` (optional) — `hybrid` (default), `semantic`, `lexical`. If omitted, `QueryOptimizer` decides.
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**Handler logic:**
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```rust
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async fn query_handler(...) -> HttpResponse {
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let (claims, token) = validate_auth(...)?;
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check_capability(&claims, "memory:read")?;
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check_rate_limit(&claims, &state, "/memory/query")?;
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let method_override = query.get("method").map(|m| match m.as_str() {
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"semantic" => SearchStrategy::SemanticOnly,
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"lexical" => SearchStrategy::LexicalOnly,
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_ => SearchStrategy::Hybrid, // includes "hybrid" and unknown values
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});
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// Try hybrid worker first
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if let Some(ref hybrid) = state.hybrid_query_worker {
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match hybrid.query(&project, &question, limit, &token, method_override).await {
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Ok(response) => return HttpResponse::Ok().json(response),
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Err(e) => {
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tracing::warn!("hybrid query failed, falling back: {}", e);
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}
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}
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}
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// Fallback: existing semantic-only worker
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match state.query_worker.query(&project, &question, Some(limit)).await {
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Ok(results) => HttpResponse::Ok().json(json!({
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"query": question,
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"project": project,
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"search_strategy": "semantic_fallback",
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"results": results,
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})),
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Err(e) => HttpResponse::InternalServerError().json(json!({"error": "query_failed"})),
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}
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}
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```
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**AppState change:**
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```rust
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pub struct AppState {
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// ... existing fields ...
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pub hybrid_query_worker: Option<Arc<HybridQueryWorker>>, // None if OpenSearch not configured
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}
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```
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Constructed in `start_server()`:
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```rust
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let hybrid = if std::env::var("OPENSEARCH_HOSTS").is_ok() {
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let os_client = OpenSearchClient::new(hosts);
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Some(Arc::new(HybridQueryWorker::new(vector_store, embeddings, Some(Arc::new(os_client)))))
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} else {
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// No OpenSearch configured — hybrid worker without lexical
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Some(Arc::new(HybridQueryWorker::new(vector_store, embeddings, None)))
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};
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```
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**Backward compatibility:** If `OPENSEARCH_HOSTS` is not set, the worker still works but always uses `SemanticOnly`. Existing clients see the same results with an added `search_strategy` field.
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## Steps
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1. Add `hybrid_query_worker` field to `AppState`.
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2. Construct `HybridQueryWorker` in `start_server()`, gated on `OPENSEARCH_HOSTS` env.
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3. Update `query_handler()` with method override + fallback chain.
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4. Add `?method=` query parameter parsing.
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5. Update response format to include `search_strategy` and `metrics`.
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6. Write integration test: query with `method=hybrid`, verify response has `metrics`.
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7. Write integration test: query without OpenSearch, verify fallback to semantic.
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## Acceptance
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1. `GET /memory/query?query=test&project=p` returns `"search_strategy": "Hybrid"` when OpenSearch configured.
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2. `GET /memory/query?query=test&project=p&method=semantic` forces semantic-only, response says `"search_strategy": "SemanticOnly"`.
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3. If OpenSearch is down, query still succeeds with `"search_strategy": "semantic_fallback"`.
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4. Response includes `metrics` block with timing data.
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5. Existing clients that don't send `method` param get the same results as before (backward compat).
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6. JWT token is forwarded to OpenSearch (not a new token, not admin credentials).
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## Verify
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```bash
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# With OpenSearch running
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curl -H "Authorization: Bearer $TOKEN" \
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"http://localhost:8080/memory/query?query=kubernetes+port&project=poimen" | jq .search_strategy
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# Should output: "Hybrid"
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# Force semantic
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curl -H "Authorization: Bearer $TOKEN" \
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"http://localhost:8080/memory/query?query=kubernetes+port&project=poimen&method=semantic" | jq .search_strategy
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# Should output: "SemanticOnly"
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# Kill OpenSearch, retry
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curl -H "Authorization: Bearer $TOKEN" \
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"http://localhost:8080/memory/query?query=kubernetes+port&project=poimen" | jq .search_strategy
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# Should output: "semantic_fallback"
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```
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**False pass:** Handler catches the hybrid error silently and always falls back to semantic — user never sees hybrid results even when OpenSearch is healthy. Assert that with OpenSearch up, `metrics.lexical_candidates` is `Some(n)` where `n > 0`.
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## Artifacts
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- Modified `crates/mem-cli/src/http_server.rs`
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