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v2.0.4 Cleanup Sprint + TECH-DEBT-151 Chunking Fixes#28

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Hidden-History merged 9 commits intomainfrom
feature/v2.0.4-cleanup
Feb 10, 2026
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v2.0.4 Cleanup Sprint + TECH-DEBT-151 Chunking Fixes#28
Hidden-History merged 9 commits intomainfrom
feature/v2.0.4-cleanup

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@Hidden-History Hidden-History commented Feb 7, 2026

Summary

This PR completes the v2.0.4 cleanup sprint (PLAN-003: 3 phases, 12 agents, 42 files) and implements TECH-DEBT-151 zero-truncation chunking compliance (all 5 phases, 15 files), plus documentation updates.

What Changed

v2.0.4 Cleanup Sprint (3 commits)

  • Phase 1: Security hardening, dashboard fixes, classifier metrics, README accuracy (14 files)
  • Phase 2: Hook metrics pipeline, SessionStart dedup, docs rename (23 files)
  • Phase 3: Fixed incorrect detect_project imports in 4 hooks (5 files)

TECH-DEBT-151: Zero-Truncation Chunking Compliance (2 commits)

  • Phase 1: Removed _enforce_content_limit() from storage.py — was causing up to 97% data loss on guidelines
  • Phase 2: Created src/memory/chunking/truncation.py with smart_end (sentence boundary finder) and first_last (head+tail extraction) utilities
  • Phase 3: Hook store_async scripts now use ProseChunker topical chunking for oversized content:
    • user_prompt_store_async.py: >2000 tokens → multiple chunks (512 tokens, 15% overlap)
    • agent_response_store_async.py: >3000 tokens → multiple chunks (512 tokens, 15% overlap)
    • error_store_async.py: Removed [:2000] hard truncation fallback
  • Phase 4: IntelligentChunker.chunk() accepts content_type: ContentType | None parameter — routes by content type
  • Phase 5: All stored Qdrant points include chunking_metadata (chunk_type, chunk_index, total_chunks, original_size_tokens)

Trigger Script NameError Fixes (1 commit)

  • 12 NameError fixes across 5 scripts (wrong variable names, undefined duration_seconds, wrong hook_name, wrong env prefix)
  • MAX_CONTENT_LENGTH increased from 10,000 to 100,000

Documentation Updates (1 commit)

  • CHANGELOG: Added TECH-DEBT-151 all 5 phases + trigger fixes
  • INSTALL: Added docker/.env configuration guide for automated and manual install
  • README: Version badge 2.0.0 → 2.0.4
  • docker/.env.example: Renamed BMAD_LOG_LEVEL → AI_MEMORY_LOG_LEVEL

Other Changes

  • storage.py: Routes all types through IntelligentChunker with MemoryType → ContentType mapping
  • Grafana memory-overview dashboard hook dropdown updated
  • CI: 6 ruff fixes + 11 files black-formatted

Breaking Changes

  • Removed: _enforce_content_limit() function from storage.py (internal only, not a public API)
  • Behavior change: Content is no longer hard-truncated; uses ProseChunker topical chunking per Chunking-Strategy-V2.1 spec

Testing

  • 34 unit tests passing, 0 failures
  • 16 integration tests passing, 3 skipped, 0 failures
  • ruff clean, black 182 files clean
  • 19/19 verification tasks passed across 5 phases (see verification report comment)

Verification Checklist

  • Code tested locally in dev environment
  • Unit tests passing (34/34)
  • Integration tests passing (16/16 + 3 skipped)
  • Lint clean (ruff + black)
  • Live functional tests passed (tenant isolation, chunking pipeline, monitoring, syntax)
  • E2E integration tests passed (capture flow, semantic search, error detection)
  • No regressions introduced
  • CI passes on branch

Related Issues

Fixes #20 (TECH-DEBT-140 - Classifier metrics missing project label)
Fixes #21 (TECH-DEBT-141 - VALID_HOOK_TYPES missing values)
Fixes #22 (BUG-060 - Grafana wrong metric prefix)
Fixes #23 (BUG-061 - rate() returns NaN on sparse data)
Fixes #24 (BUG-062 - NFR metrics not pushed to Pushgateway)
Fixes #25 (TECH-DEBT-142 - Hooks using local metrics)
Fixes #26 (BUG-063 - Prometheus placeholder bcrypt hash)

Implements TECH-DEBT-151 (Chunking & Storage Spec Violations — all 5 phases)

WB Solutions and others added 5 commits February 6, 2026 15:19
PLAN-003 v2.0.4 Cleanup Sprint Phase 1:

Security (Agent 1):
- BUG-063: Replace hardcoded bcrypt hash in web.yml
- TECH-DEBT-078: Safe placeholders in .env.example
- TECH-DEBT-093: Prometheus basic auth with valid bcrypt

Dashboards (Agent 2):
- BUG-060: Fix metric prefix ai_memory_ → aimemory_ in 10 dashboards
- BUG-061: Switch rate[5m] → increase[1h] for counter panels
- TECH-DEBT-081: Auto-resolved (dashboards now show data)

Classifier Metrics (Agent 3):
- TECH-DEBT-140: Add project label to all 9 classifier metrics

README Accuracy (Agent 4):
- Fix CLAUDE.md → CONTRIBUTING.md reference
- Consolidate duplicate Quick Start sections
- Fix send_message_streaming → send_message_buffered
- Update model IDs to claude-sonnet-4-5-20250929
- Clarify Python 3.11+ required for AsyncSDKWrapper
- Update hook architecture diagram

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
PLAN-003 v2.0.4 Cleanup Sprint Phase 2:

Hook Scripts (Agent 5):
- TECH-DEBT-141: Add 3 missing types to VALID_HOOK_TYPES
- TECH-DEBT-142: Convert all hooks from local metrics to push-based
- TECH-DEBT-073: All hooks now push duration with hook_type label
- TECH-DEBT-074: Verified trigger type labels across all scripts
- TECH-DEBT-075: Verified capture metrics include collection label
- BUG-062: NFR metrics now pushed to Pushgateway

Monitoring API (Agent 6):
- TECH-DEBT-072: Push collection_size to Pushgateway with per-project breakdown

SessionStart (Agent 7):
- BUG-020: File-based dedup lock prevents double execution on compact
- TECH-DEBT-091: Remove 3 logging truncation patterns (content[:50], context[:200])
- TECH-DEBT-073: Verified track_hook_duration already wraps main()

Quick Wins (Agent 8):
- TECH-DEBT-085: Rename BMAD → AI Memory in 8 docs files (~35 refs)
- TECH-DEBT-077: Verified /save-memory has logging, documented gaps

Also updates CHANGELOG.md for v2.0.4.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Cross-cutting code review (Agent 9) found 4 hook scripts importing
detect_project from memory.storage instead of memory.project.
This caused silent project detection failure (ImportError caught by
try/except, falling back to "unknown" project label).

Pre-existing bug exposed by Phase 3 verification.

Files fixed:
- post_tool_capture.py (2 occurrences)
- error_pattern_capture.py (2 occurrences)
- user_prompt_capture.py (1 occurrence)
- agent_response_capture.py (1 occurrence)

Also updates CHANGELOG.md with Phase 3 findings.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
…ECH-DEBT-151)

BREAKING CHANGE: Removes undocumented _enforce_content_limit() function
that caused 97% data loss on guidelines (23KB → 600 chars).

Changes:
- Remove _enforce_content_limit() from storage.py
- Add src/memory/chunking/truncation.py with 4 smart functions:
  - count_tokens() - Accurate token counting with tiktoken
  - smart_end() - Sentence-boundary truncation (keep beginning)
  - first_last() - Keep beginning + end with smart truncation
  - structured_truncate() - Preserve error context structure
- Update 3 hook scripts to use smart_end() for whole-content messages
- Add tiktoken>=0.5.0 dependency for accurate token counting
- Add 28 unit tests + 2 integration tests (all passing)
- Fix circular import in chunking/__init__.py (lazy import pattern)

Per Chunking-Strategy-V2.md:
- User messages: whole, max 2000 tokens, smart_end truncation
- Agent responses: whole, max 3000 tokens, smart_end truncation
- Guidelines: section-aware semantic, 512 tokens per chunk

Research: 50+ sources, 2026 best practices (BP-001, BP-002)
Impact: +20-40% retrieval precision vs hard truncation

Test Results:
- 28/28 unit tests passing (test_truncation.py)
- 2 integration tests created (storage + hook scripts)
- Circular import resolved and verified

Fixes: #151
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Research Documentation:
- docs/RAG-CHUNKING-BEST-PRACTICES-2026.md
  - Comprehensive research from 50+ authoritative sources
  - 2026 best practices for RAG chunking strategies
  - Qdrant, Jina AI, NVIDIA, LangChain, academic papers

- docs/conversation-memory-best-practices.md
  - Implementation guide for conversation memory
  - Practical patterns for Claude Code context injection
  - Token budget management strategies

Templates & Reports:
- templates/conventions/rag-chunking-embedding-patterns.json
  - Convention template for chunking strategies
  - Ready to load into conventions collection

- docker/grafana/dashboards/DASHBOARD-AUDIT-REPORT.md
  - Grafana dashboard audit findings
  - Hook metrics dashboard verification

Supporting TECH-DEBT-151 implementation with research evidence.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
WB Solutions and others added 4 commits February 7, 2026 16:49
Complete zero-truncation compliance across all storage paths:

- Phase 3: Replace smart_end with ProseChunker topical chunking in all
  3 store_async hook scripts (512 tokens, 15% overlap, batch embedding)
- Phase 4: Add content_type parameter to IntelligentChunker.chunk() for
  explicit routing (USER_MESSAGE/AGENT_RESPONSE/GUIDELINE thresholds)
- Phase 5: All stored points include chunking_metadata payload with
  chunk_type, chunk_index, total_chunks, chunk_size_tokens, overlap_tokens

Bug fixes:
- Fix 4 NameError bugs in trigger scripts (wrong variable names)
- Fix wrong hook_name in best_practices_retrieval metrics
- Fix wrong BMAD_ env var prefix → AI_MEMORY_ in best_practices_retrieval
- Raise MAX_CONTENT_LENGTH 10K→100K in user_prompt_capture (let chunker handle)
- Remove [:2000] hard truncation fallback in error_store_async
- Fix Grafana dashboard hook dropdown values

Tests: 1221 passed, 0 failures. Lint: all checks passed.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix deprecated typing.Dict → dict in truncation.py
- Remove unused os import in test_storage_chunking.py
- Remove unnecessary "r" mode args in open() calls
- Collapse nested if into single condition (SIM102)
- Apply black formatting to 11 files for CI compliance

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- CHANGELOG: add TECH-DEBT-151 all 5 phases, trigger NameError fixes, Added/Changed sections
- INSTALL: add docker/.env configuration guide for both automated and manual install
- INSTALL: fix stale bmad_ metric prefix and macOS-only open command
- README: version badge 2.0.0 → 2.0.4
- docker/.env.example: rename BMAD_LOG_LEVEL → AI_MEMORY_LOG_LEVEL (TECH-DEBT-085)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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v2.0.4 Verification Report

Date: 2026-02-09
Tasks: 19 total across 5 phases
Branch: feature/v2.0.4-cleanup (8 commits)

Results Summary

Phase Tasks Passed Failed Skipped
1: Infrastructure 4 4 0 0
2: Test Suite 3 3 0 0
3: Code Changes 5 5 0 0
4: Functional 4 4 0 0
5: E2E 3 3 0 0
TOTAL 19 19 0 0

Phase Details

Phase 1: Infrastructure Health (HARD GATE)

  • T1 Docker: All 8 containers UP and healthy
  • T2 Qdrant: 3 collections, all indexes present, 768-dim Cosine vectors
  • T3 Embedding: Healthy, 768-dim vectors, <2s response
  • T4 Installed Files: All 11 hooks in both projects, settings.json configured, files match master

Phase 2: Automated Test Suite

  • T5 Unit Tests: 34 passed, 0 failed
  • T6 Integration Tests: 16 passed, 3 skipped, 0 failed
  • T7 Lint & Format: ruff clean, black 182 files clean

Phase 3: v2.0.4 Code Changes

  • T8 TECH-DEBT-151 P1+2: _enforce_content_limit absent, truncation.py exists
  • T9 TECH-DEBT-151 P3: All 3 store_async scripts use ProseChunker, correct thresholds
  • T10 TECH-DEBT-151 P4+5: content_type parameter works, chunking_metadata in all paths
  • T11 NameError Fixes: All 12 fixes verified, all scripts compile clean
  • T12 storage.py + Grafana: IntelligentChunker integration correct, dashboard updated

Phase 4: Live Functional Tests

  • T13 Tenant Isolation: Zero cross-tenant leakage
  • T14 Chunking Pipeline: Short=1 chunk, long=multiple chunks, metadata present
  • T15 Monitoring Stack: All services healthy, targets UP, dashboards exist
  • T16 Hook Syntax: All scripts compile without errors

Phase 5: E2E Integration

  • T17 Memory Capture: SDK store pipeline works end-to-end
  • T18 Semantic Search: Returns relevant results with group_id filtering
  • T19 Error Pattern: Store, retrieve, and cleanup all successful

Verdict

ALL 19 PASS — Safe to merge.

@Hidden-History Hidden-History merged commit f4e693f into main Feb 10, 2026
11 checks passed
@Hidden-History Hidden-History deleted the feature/v2.0.4-cleanup branch February 10, 2026 06:53
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