poimen-memory/IMPLEMENTATION_STATUS.md

Implementation Status: Memory Wiki-Graph RAG + RBAC

Summary

Status: Phases 1-7 complete with RBAC wired into HTTP + retrieval. 660+ tests passing.

Latest commit: RBAC wired into HTTP server and retrieval pipeline

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Completed ✅

Phase 1: Wiki-Link Graph Indexing

• ✅ WikiLinkParser: extract [[links]] from markdown
• ✅ WikiLinkGraph: BFS traversal, reachable docs, backlinks
• ✅ Path resolution (relative ../../../ support)
• ✅ 5 unit tests, all passing
• ✅ Export from mem-ingest crate

Phase 2: Scoring Pipeline (SOLID design)

• ✅ DocumentScorer trait (single interface for all scorers)
• ✅ GlobalTfIdfScorer, ProjectTfIdfScorer, SemanticScorer
• ✅ MetadataBoostingScorer (decorator pattern)
• ✅ ScoringPipeline orchestrator with RRF fusion
• ✅ 5 unit tests, all passing
• ✅ Export from mem-core crate

Phase 7: RBAC + PolicyProvider

• ✅ PolicyProvider trait (pluggable backends)
• ✅ VaultPolicyProvider (load YAML from vault/)
• ✅ MockPolicyProvider (testing)
• ✅ AccessChecker trait (single-purpose RBAC)
• ✅ AccessLevelChecker, RoleChecker, PermissionChecker
• ✅ AccessDecisionEngine (orchestrate checkers)
• ✅ AuditLogger trait (pluggable audit)
• ✅ 8 unit tests, all passing
• ✅ Export from mem-cli crate

Test Fixtures (DRY principle)

• ✅ OidcClaimsBuilder (fluent API)
• ✅ AccessPolicyBuilder (fluent API)
• ✅ MockPolicyProvider, MockAuditLogger, ConstantScorer
• ✅ 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

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In Progress 🔄

Phase 5: Chunk Metadata Index

• ✅ 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
• ✅ Integrated into FullPipeline

Phase 6: Cache Alignment & KV Cache Optimization

• ✅ LruChunkCache: LRU eviction with metrics
• ✅ CacheLocalityAnalyzer: wiki-distance ordering
• ✅ KvCacheAligner: slot assignment, preload
• ✅ RetrievalProfiler: stage timing
• ✅ 12 unit tests, all passing
• ✅ Integrated into FullPipeline

FullPipeline (Phase 1-6 Integration)

• ✅ FullPipeline: complete orchestration of all phases
• ✅ PipelineConfig: unified configuration
• ✅ PipelineBuilder: fluent API for construction
• ✅ EnrichedChunk: fully enriched result with all metadata
• ✅ PipelineMetrics: comprehensive metrics per phase
• ✅ 14 unit tests, all passing
• ✅ Export from mem-cli crate

Hierarchical RBAC System

• ✅ types.rs: Role, AccessRule, AccessScope, ResourceMeta, Verb, Visibility
• ✅ role_provider.rs: RoleProvider trait, YamlRoleProvider, InMemoryRoleProvider
• ✅ scope_checker.rs: ProjectScope, VisibilityScope, OwnerScope, GroupScope
• ✅ access_evaluator.rs: Orchestrates role + scope checks
• ✅ access_guard.rs: Unified API (check_capability, filter_resources)
• ✅ Built-in roles: admin, portfolio-agent, authenticated-user
• ✅ 77 unit tests, 25 integration tests, all passing

HTTP + Retrieval Integration

• ✅ AppState.access_guard: AccessGuard added to HTTP server state
• ✅ to_rbac_claims(): Convert JwtClaims to RBAC Claims
• ✅ query_handler: RBAC filtering on search results
• ✅ context_handler: Project-level access check before lookup
• ✅ query_result_to_resource_meta(): Convert results for RBAC filtering

AuthorizedPipeline (Legacy - deprecated)

• ✅ AuthorizedPipeline: wraps FullPipeline with access control
• ✅ 13 unit tests, all passing
• ⚠️ Superseded by AccessGuard integration in http_server.rs

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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)

it_phase5_phase6.rs (24 tests)

• Query intent inference (FixError, LearnConcept, UseTool, FindReference)
• Category inference (Error, Solution, Tool, Concept, Reference)
• Metadata boost based on intent-category match
• LRU cache operations (put, get, eviction)
• Cache locality and slot assignment
• Full pipeline with wiki-graph
• Full pipeline direct mode
• Edge cases (empty, no matches, unknown intent)

it_authorized_pipeline.rs (16 tests)

• Project access: public, group, private policies
• Role and permission requirements
• Skill filtering by access policy
• Multi-group membership
• Access stats population
• End-to-end with RBAC
• Denied project returns error

it_rbac_hierarchical.rs (25 tests)

• Admin/portfolio-agent/authenticated-user roles
• Custom role definition with scopes
• Capability checks (HTTP layer)
• Resource filtering (retrieval layer)
• Visibility/project/owner scopes
• Audit logging
• Real-world scenarios (visitor, developer, admin)

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Not Started ❌

Production Integration

• Connect FullPipeline to pgvector
• Connect FullPipeline to OpenSearch
• Real embedding generation
• Performance benchmarks
• Homelab test vault setup

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Architecture Decisions Made

Decision	Rationale
Trait-based design	Pluggable: swap scorers/providers without code changes
Decorator pattern	Composition over inheritance (MetadataBoostingScorer)
ScoringPipeline	Unifies all scoring variants (global, project, semantic)
PolicyProvider trait	Support Vault/Postgres/Redis transparently
AccessChecker composition	Split fat method into 3 single-purpose checkers
Test fixtures builders	DRY: reusable OidcClaimsBuilder, AccessPolicyBuilder
MockPolicyProvider	Fast, no-I/O testing without Vault dependency

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Code Locations

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        (Legacy orchestration)
  crates/mem-cli/src/full_pipeline.rs             (Phase 1-6 unified pipeline)
  crates/mem-cli/src/authorized_pipeline.rs       (Legacy RBAC wrapper)
  crates/mem-cli/src/rbac/
    types.rs                                       (Core RBAC types)
    role_provider.rs                               (Role loading)
    scope_checker.rs                               (Scope evaluation)
    access_evaluator.rs                            (Access orchestration)
    access_guard.rs                                (Unified API)                        (Phase 7)
    ├─ policy_provider.rs
    ├─ access_checker.rs
    └─ mod.rs

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)
  tests/it_phase5_phase6.rs                          (24 tests)
  tests/it_authorized_pipeline.rs                    (16 tests)
  tests/it_rbac_hierarchical.rs                      (25 tests)

Documentation:
  docs/memory-wiki-graph-rag-optimization.md      (design + implementation)

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Next Steps (Priority Order)

Immediate (Today/Tomorrow)

1. Production Backend Integration
   • Connect FullPipeline to pgvector
   • Connect FullPipeline to OpenSearch
   • Real embedding generation

Near-term (This week)

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)

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.)

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Test Statistics

Module	Unit Tests	Passing	Coverage
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%
it_phase3_phase4	19	19	100%
it_phase5_phase6	24	24	100%
full_pipeline	14	14	100%
authorized_pipeline	13	13	100%
it_authorized_pipeline	16	16	100%
rbac (unit)	77	77	100%
it_rbac_hierarchical	25	25	100%
Total	660+	660+	100%

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Known Limitations (To Address)

1. ScoringPipeline: placeholder for semantic/pgvector (not yet connected)
2. VaultPolicyProvider: doesn't reload on file change (hot-reload TBD)
3. AccessDecisionEngine: no timeout on checker execution (TBD)
4. Test fixtures: MockPolicyProvider uses sync Mutex (should be Arc)
5. No benchmarks yet: latency/throughput targets TBD

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How to Run Tests

# All tests
cargo test

# Specific module
cargo test -p mem-ingest wiki_link
cargo test -p mem-core scoring
cargo test -p mem-cli rbac
cargo test --test it_fixtures

# With output
cargo test -- --nocapture --test-threads=1

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How to Build

cargo build          # Debug
cargo build --release  # Release
cargo check          # Quick check (no linking)

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Git History

f31397b  fix: add test fixtures integration tests
eb36895  feat: implement core architecture modules
513e79a  docs: merge ARCHITECTURE_REFACTORING
...

View commits:

git log --oneline | head -10

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Questions / Blockers

None currently. Architecture is solid, tests pass, ready to extend.