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rock 03c113214b docs: add IMPLEMENTATION_STATUS.md — track progress on phases 1-7

2026-08-30 20:43:26 -07:00

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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

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

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

Not Started ❌

Phase 3-6 Integration

End-to-end retrieval test scenarios
Performance benchmarks
Homelab test vault setup

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

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)

Next Steps (Priority Order)

Immediate (Today/Tomorrow)

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
Phase 4: LLM Call Optimization
- Implement ChunkSelector (budget-aware selection)
- Add score thresholding + deduplication
- Measure LLM call reduction %

Near-term (This week)

Phase 5: Chunk Metadata
- Implement ChunkMetadata extractor
- Add category-based scoring boost
- Benchmark accuracy
Phase 6: Cache Alignment
- Implement cache metrics tracking
- Optimize wiki-link traversal order
- Measure cache hit ratio

Later (Next week+)

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)
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.)

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%

Known Limitations (To Address)

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

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

How to Build

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

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

Questions / Blockers

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

6.5 KiB Raw Blame History