poimen-memory/IMPLEMENTATION_STATUS.md

Implementation Status: Memory Wiki-Graph RAG + RBAC

Summary

Status: Phase 1, 2, 7 foundation laid. 32 tests passing. Ready for Phases 3-6.

Latest commit: f31397b — All core modules compile and test

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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

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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

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

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Not Started ❌

Phase 3-6 Integration

• End-to-end retrieval test scenarios
• 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/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)

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

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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 %

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

   • 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

   • 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%
rbac	8	8	100%
fixtures	14	14	100%
Total	32	32	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.