docs(research): complementary-architecture one-pager (three-layer handoff)#421
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… data Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai>
…hboards) Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai>
…dashboards) Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai>
…ory 1.1)
GET /api/v1/studies + GET /api/v1/studies/{id}/children items now carry
trial_count (non-baseline total, matching trials_summary.total) and
convergence_verdict (reuses the shipped classifier), computed via
bounded batched queries.
Backend:
- New repo helpers in db/repo/trial.py:
* count_trials_for_studies(study_ids) — one GROUP BY aggregate
* list_complete_optuna_trials_for_studies(study_ids) — batched
sibling of list_complete_optuna_trials_for_study
- New service helper resolve_list_convergence_verdicts — applies gates
in the documented order (in-flight -> direction -> count -> classifier),
batch-loading trials only for the complete>=50 subset.
- StudySummary schema extended with trial_count + convergence_verdict.
- list_studies + list_study_children handlers wire the helpers in.
Tangential fix surfaced by AC-3b (per CLAUDE.md fix-inline-by-default):
_summary previously passed the raw direction string straight to the
Literal-typed StudySummary.direction Pydantic field, so a study with a
corrupt/unrecognized direction crashed the entire list with a
ValidationError. Now coerces any value outside {maximize, minimize} to
maximize (matching the existing absent-key default and the detail-path's
_resolve_direction semantics).
Tests: 8 unit (gate order incl. AC-3b parity, no-trial-load below 50,
batched-once classifier path, classifier-exception degrades to null),
7 integration (AC-1, AC-3, AC-3b, AC-4, AC-2, AC-5 bounded-query
budget via SQLAlchemy before_cursor_execute hook), contract extensions
for the new StudySummary fields.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai>
…doff) Adds a runtime-agnostic positioning one-pager at docs/07_research/complementary-architecture.md framing RelyLoop as the offline, query-time middle layer of a three-layer search pipeline (ingest -> query-time config -> runtime/serving). The thesis: whatever a team runs at ingest or serving, they still need a well-tuned query-time baseline, which RelyLoop finds via Bayesian optimization and ships as a reviewable PR. Deliberately generic -- no named third parties or runtime products -- so it speaks to any search-engineering team. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai>
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Code Review
This pull request implements the studies-list convergence visibility feature (Story 1.1), extending the StudySummary schema and list endpoints to return the non-baseline trial_count and a convergence_verdict per study. To prevent N+1 queries, batched database helpers and a bulk-classification service helper are introduced. The feedback highlights critical robustness issues: a potential AttributeError in the API layer if row.objective is not a dictionary, and potential KeyError or key mismatch bugs in the repository layer if study_id is returned as a UUID object rather than a string.
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| raw_direction = row.objective.get("direction", "maximize") | ||
| direction = raw_direction if raw_direction in ("maximize", "minimize") else "maximize" |
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Defensive programming check: row.objective can be None or not a dictionary in degenerate cases (as handled in resolve_list_convergence_verdicts via isinstance(study.objective, dict)). Calling .get() directly on row.objective without a guard can raise an AttributeError and crash the entire studies list response. We should safely default it to an empty dictionary or guard the access.
objective = row.objective if isinstance(row.objective, dict) else {}
raw_direction = objective.get("direction", "maximize")
direction = raw_direction if raw_direction in ("maximize", "minimize") else "maximize"| result: dict[str, TrialCounts] = { | ||
| row.study_id: TrialCounts(total=int(row.total), complete=int(row.complete)) for row in rows | ||
| } |
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Type safety and defensive programming: row.study_id can be a uuid.UUID object depending on the database dialect and model definition. Since the function is typed to return dict[str, TrialCounts] and the caller lookup uses stringified IDs (e.g., str(r.id)), we should explicitly stringify row.study_id to prevent key mismatch issues.
| result: dict[str, TrialCounts] = { | |
| row.study_id: TrialCounts(total=int(row.total), complete=int(row.complete)) for row in rows | |
| } | |
| result: dict[str, TrialCounts] = { | |
| str(row.study_id): TrialCounts(total=int(row.total), complete=int(row.complete)) for row in rows | |
| } |
| grouped: dict[str, list[Trial]] = {sid: [] for sid in study_ids} | ||
| for trial in (await db.execute(stmt)).scalars().all(): | ||
| grouped[trial.study_id].append(trial) |
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KeyError prevention: trial.study_id can be a uuid.UUID object. Since grouped is initialized with string keys from study_ids (which are stringified via str(s.id) in the service layer), accessing grouped[trial.study_id] directly will raise a KeyError at runtime. We should explicitly stringify trial.study_id when accessing the dictionary.
| grouped: dict[str, list[Trial]] = {sid: [] for sid in study_ids} | |
| for trial in (await db.execute(stmt)).scalars().all(): | |
| grouped[trial.study_id].append(trial) | |
| grouped: dict[str, list[Trial]] = {sid: [] for sid in study_ids} | |
| for trial in (await db.execute(stmt)).scalars().all(): | |
| grouped[str(trial.study_id)].append(trial) |
…ia PR #421) The earlier docs commit recorded "Epic 1 + Epic 2 committed locally" but Epic 1 was actually merged to main as part of PR #421 e5c3b8b (a squash-merge that bundled complementary-architecture-onepager + the entire Epic 1 backend/ frontend code). This PR only ships Epic 2 on top. Adjusts: - "Last updated" — explicit about Epic 1 vs Epic 2 origins - "Current branch / execution context" — branch is 5 commits ahead of main (not 6), PR is open (#422) - "In flight" — references PR #422 and notes Epic 1 already on main Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai>
…_status Updates the in-flight feature folder's plan + pipeline_status to reflect: - Epic 1 already shipped via PR #421 (e5c3b8b squash-merge bundle) - Epic 2 in flight as PR #422 — all 5 stories committed locally + cross- model-reviewed; awaiting CI + merge. Per the impl-execute Step 8 finalization workflow these would normally land on a docs/finalize-* branch post-merge, but the tracker checkboxes + pipeline_status are useful to update inline while the PR is open so operators looking at the planned-features folder see the live status. The Implementation status will flip to "Complete (PR #422, merged <date>)" + folder move to implemented_features/ happen in the post-merge finalization step. Includes the MVP2 dashboard regen output from the dashboard pre-commit hook (auto-generated from the planned_features tree). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai>
…ies_convergence_visibility) (#422) * feat(demo): engine-backed headroom harness + enriched SCENARIOS (Story 2.3 scaffold + 2.1) Story 2.3 scaffold — engine-backed headroom test - backend/tests/integration/test_demo_scenarios_headroom.py: per-scenario test that indexes each scenario's docs into the live ES/OS/Solr container, renders the template with baseline (midpoint) + hand-picked "better" params, scores NDCG@10 via the shipped eval engine, and asserts the FR-5 bounds (0.40 <= baseline <= 0.70, lift >= 0.10, better < 0.99). - backend/tests/integration/fixtures/headroom_harness.py: ES/OS bulk-index + Solr configset-upload + collection-create helpers; build_adapter + run_scenario_metric driver. Raw httpx for indexing (mirrors the seed_es.py + es_overlap_probe precedent); adapter for render + search so the harness exercises the same code paths the live optimizer hits. - backend/tests/integration/fixtures/opensearch_reachability.py: new opensearch_required marker — sibling of the existing es_required + solr_required, probes localhost:9201 then opensearch:9200. Story 2.1 — enrich docs + judgments (5 scenarios) - scripts/seed_meaningful_demos.py: rewrote docs + judgments_map for all 5 small SCENARIOS using the decoy-by-title pattern (best-answer doc has query terms in description/body/bullet_points; decoy has them densely in title only with shallow description). Added _days_ago_iso() helper so news + jobs published_at stays within the freshness-decay window. - backend/tests/integration/test_demo_scenarios_headroom.py: hand-picked _BETTER_PARAMS per scenario favor description/body/bullets over title (flipped from the initial title-heavy draft once the recipe direction was confirmed empirically). - backend/tests/unit/services/test_demo_seeding.py: updated one pinned title assertion for the enriched Solr scenario's best-answer doc. Per-scenario headroom (baseline -> better): acme-products-prod 0.597 -> 0.851 (+0.254 lift) corp-docs-search 0.633 -> 0.863 (+0.230 lift) news-search-staging 0.561 -> 0.799 (+0.238 lift) jobs-marketplace-prod 0.690 -> 0.985 (+0.295 lift) acme-kb-docs-solr 0.644 -> 0.878 (+0.234 lift) All 6 headroom tests pass (5 scenarios + the resolver-parity guard); 2187 unit tests + 330 contract tests still pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * feat(demo): single-source max_trials=50 + shape/AC-7/AC-8 tests (Stories 2.2 + 2.3 finalize) Story 2.2 — max_trials 12 -> 50 via shared constant DEMO_SMALL_STUDY_MAX_TRIALS - scripts/seed_meaningful_demos.py: new module-level constant DEMO_SMALL_STUDY_MAX_TRIALS = 50 (pinned at STUDIES_TPE_WARMUP_FLOOR per D-11) — exported alongside DEMO_ES_INDICES + SCENARIOS so the home-button reseed path imports it. Replaced the literal 12 in the CLI study config with the constant. - backend/app/services/demo_seeding.py: import the shared constant and alias _REAL_STUDY_MAX_TRIALS to it so the CLI and home-button reseed paths cannot drift. Refreshed the comment block + the UBI study seed log line to drop the now-stale "max_trials=12" wording. - backend/tests/unit/scripts/test_demo_max_trials_single_source.py (NEW): four parity guards — (1) DEMO_SMALL_STUDY_MAX_TRIALS == 50 == STUDIES_TPE_WARMUP_FLOOR; (2) _REAL_STUDY_MAX_TRIALS aliases the shared constant via `is` (catches a re-introduced literal); (3) rich scenario stays at 15 per D-11; (4) CLI study-config block uses the symbol, not the literal. Story 2.3 finalize — shape invariants + heavy-lane AC-7/AC-8 - backend/tests/unit/scripts/test_scenarios_judgment_density.py (NEW): 21 parametrized invariants on the enriched SCENARIOS — doc-count floor (>= 12), judgment density per query (>= 4), distinct ratings per query (>= 3), valid doc_id / query_idx refs, ratings in {0,1,2,3}. Pure-domain, runs in milliseconds with no engine; catches the cheap regression modes before the slow headroom test loads. - backend/tests/integration/test_demo_seeding_ubi_full.py: added the feat_studies_convergence_visibility AC-7 + AC-8 assertion block — reads the persisted Study.baseline_metric / best_metric for acme-products-prod (the representative scenario) and asserts the FR-5 bounds AND trial_count == 50 + verdict in {converged, still_improving}. Raised the existing AC-8 wall-clock ceiling from 1140s to 3600s per D-9 (the bump's wall-clock cost is explicitly accepted; smoke is opt-in/off so default CI lanes are unaffected). Tangential fix (CLAUDE.md fix-inline-by-default rule) - backend/tests/integration/test_health_integration.py: the contract test asserted the /healthz subsystems set was exactly {db, redis, openai, elasticsearch, opensearch, elasticsearch_clusters} but the actual response includes 'solr' (added when infra_adapter_solr shipped 2026-05-31). Added 'solr' to both the expected set and the blocking-down branch of the consistency test; allowed 'not_configured' as a valid Solr-probe state alongside reachable / unreachable. All Epic 2 tests pass: - 6 headroom tests (5 scenarios + resolver-parity guard) - 21 shape invariants - 4 max_trials parity guards - 2187 unit + 330 contract + 2 health integration Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * test(demo): add scenarios judgment-density invariants + healthz solr-subsystem fix backend/tests/unit/scripts/test_scenarios_judgment_density.py: should have landed in the previous commit (Story 2.3 finalize) but missed the stage. 21 parametrized invariants on the enriched SCENARIOS. backend/tests/integration/test_health_integration.py: tangential — the contract test was asserting the /healthz subsystems set didn't include 'solr' but the actual response includes it (added when infra_adapter_solr shipped 2026-05-31). Added 'solr' to the expected set and the blocking-down branch; allowed 'not_configured' alongside reachable / unreachable as a valid Solr-probe state. Noticed during the Epic 2 phase gate full-suite run; fixed inline per the CLAUDE.md fix-inline-by-default rule. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * fix(demo): Epic 2 phase-gate GPT-5.5 review fixes (cycle 1 F1/F2/F3/F4/F5) F1 (High) — ES/OS headroom tests now hard-fail in CI when the engine is unreachable instead of silently skipping. Added _require_es_or_fail() + _require_opensearch_or_fail() helpers that route to pytest.fail when CI=true (the GHA-set env var) and pytest.skip otherwise. Preserves the local-dev skip ergonomics while making a CI service-container failure loud (per plan D-18 / spec §6 the 4 ES/OS scenarios are hard CI gates). Mirrors the precedent at backend/tests/integration/fixtures/ es_overlap_probe.py:_check_local_es_credentials_or_skip. Solr stays skip-only (no Solr container in backend CI per infra_solr_ci_readiness). F2 (Medium) — The heavy-lane AC-8 verdict assertion now routes through the live list-endpoint path (count_trials_for_studies + resolve_list_convergence_verdicts), not a direct classify_convergence call. Catches regressions in the list wiring (the path StudySummary. convergence_verdict exercises) instead of only the underlying classifier. classify_convergence + Study imports kept as _ = ... for docstring-reference linting. F3 (Medium — accepted as comment) — Documented the determinism trade-off in scripts/seed_meaningful_demos.py:_days_ago_iso(): the helper produces dates that shift one day per calendar day relative to the engine's origin: now. The RELATIVE distance between best-answer and decoy docs is preserved so ranking monotonicity is stable; headroom-test margins (≥ +0.23 lift across the 5 scenarios) absorb the daily freshness-decay shift. The trade is intentional — relative dates keep the operator-facing make seed-demo output plausible (news with a stale 2025 date would read as broken to an evaluator running the demo in 2027). Documented the fixed-anchor fallback for future flake remediation. F4 (Low) — Shape test now requires the FULL {0,1,2,3} rubric per query (was: >= 3 distinct ratings). Catches a regression that drops one rubric bucket while still satisfying the count floor. Renamed the test function to test_scenario_each_query_spans_full_rubric for clarity. F5 (Low) — Replaced unreliable `is`-identity check on small ints (CPython interns 50, so a re-introduced literal would still satisfy `is`) with inspect.getsource() of demo_seeding.py asserting the canonical alias-binding form. Belt-and-suspenders equality check kept as defense-in-depth. F6 (Medium) deferred to the post-implementation documentation step (state.md, convergence-verdict.md, ui-architecture.md updates run as part of the impl-execute workflow's Step 2). All 33 Epic 2 tests still pass. Lint, format, mypy all clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * docs(feat-studies-convergence-visibility): runbook + ui-arch + state.md + guide-06 caption Plan §4 documentation update workstream: - docs/03_runbooks/convergence-verdict.md — added a list-page-vs-detail-page surface map at the top: the badge column on /studies uses the SAME classifier with compact labels (Converged/Improving/Too few trials/em-dash), and `null` verdicts mean the same thing on both surfaces (in-flight, invalid objective.direction, or fewer than 5 complete trials). Linked feat_studies_convergence_visibility Epic 1 as the source. - docs/01_architecture/ui-architecture.md — extended the /studies row in the page-route table with the column inventory (name / cluster / status / best_metric+ceiling-badge / Trials / Convergence / created / completed), the backend wiring pointer (count_trials_for_studies + resolve_list_convergence_verdicts; bounded to 1-2 queries per FR-3), and the source-of-truth pointers (CONVERGENCE_VERDICT_VALUES + convergence_verdict glossary key) so a future column change has the reuse path documented. - state.md — refreshed the "Last updated" + "Current branch / execution context" + "In flight" sections to reflect the in-flight feat/studies-convergence-visibility branch (Epic 1 + Epic 2 both committed locally; PR not yet opened; finalization in progress). Full feature shape + GPT-5.5 phase-gate cycle outcomes inline. Final merge entry lands on Step 5 of finalization after the PR merges. - ui/public/guides/06_create_and_monitor_study/metadata.json — updated the 01-studies-list.png caption to mention the new Trials + Convergence columns and the at-a-glance "is this trustworthy" cue. Caption notes the screenshot pre-dates the feature and will refresh at the next /guide-gen 06 --regen pass — the change is purely additive (new columns appended right of existing ones) so the screenshot is stale but not misleading. Deferred a Playwright regen run to a future guide-gen pass. Tangential observations sweep: 1 inline fix (healthz contract test accepts the solr subsystem the live response carries — already committed in 64e6ab6); 0 new idea files needed. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * docs(state): correct state.md for Epic 2-only scope (Epic 1 shipped via PR #421) The earlier docs commit recorded "Epic 1 + Epic 2 committed locally" but Epic 1 was actually merged to main as part of PR #421 e5c3b8b (a squash-merge that bundled complementary-architecture-onepager + the entire Epic 1 backend/ frontend code). This PR only ships Epic 2 on top. Adjusts: - "Last updated" — explicit about Epic 1 vs Epic 2 origins - "Current branch / execution context" — branch is 5 commits ahead of main (not 6), PR is open (#422) - "In flight" — references PR #422 and notes Epic 1 already on main Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * docs(plan): mark Epic 2 stories complete + record PR #422 in pipeline_status Updates the in-flight feature folder's plan + pipeline_status to reflect: - Epic 1 already shipped via PR #421 (e5c3b8b squash-merge bundle) - Epic 2 in flight as PR #422 — all 5 stories committed locally + cross- model-reviewed; awaiting CI + merge. Per the impl-execute Step 8 finalization workflow these would normally land on a docs/finalize-* branch post-merge, but the tracker checkboxes + pipeline_status are useful to update inline while the PR is open so operators looking at the planned-features folder see the live status. The Implementation status will flip to "Complete (PR #422, merged <date>)" + folder move to implemented_features/ happen in the post-merge finalization step. Includes the MVP2 dashboard regen output from the dashboard pre-commit hook (auto-generated from the planned_features tree). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> --------- Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…c 2 #422 merged) (#423) Step 8 finalization for the shipped feature: - implementation_plan.md Status → Complete (Epic 1 PR #421 e5c3b8b, Epic 2 PR #422 49a0e1b). - pipeline_status.md Implementation → Complete with both PR refs + cross-model review outcomes + 5/5 Epic 2 stories. - Moved the feature folder planned_features/02_mvp2/feat_studies_convergence_visibility → implemented_features/2026_06_02_feat_studies_convergence_visibility (flat, date-prefixed per the archive convention). - state.md: branch → main, active feature → none, prepended the merge to "Last 5 merges" (dropped the now-6th MVP2-backlog-batch one-liner), removed from "In flight", de-brittled the stale 02_mvp2 folder count. - state_history.md: full feature-merge narrative (both epics, the mid-flight rebase story, all cross-model review cycles). - Dashboard regen (DASHBOARD.md + MVP2_DASHBOARD.md + *.html) from the pre-commit hook (folder moved buckets — two-shot commit). No tracking issue existed to close. Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…issing markdown links) Two findings accepted, one rejected: ACCEPTED #2 (Medium): ui/playwright.config.ts comment said "See ... smoke-solr-stability.md §4 for the lever cascade context" but §4 is "Why each lever is GHA-only", not the lever cascade (which is §3). My new section about reseed runtime is §5. Updated to point at §5 for the reseed-runtime-vs-Solr-stability relationship table (which is where the broader cascade context is explained in the demo-ubi exclusion narrative). ACCEPTED #3 (Low): FR-3 required the new runbook §5 to "cross-link" to ui/playwright.config.ts and ui/tests/e2e/demo-ubi.spec.ts. Inline-code mentions don't satisfy "cross-link" — converted to clickable markdown links with verified resolvable relative paths. REJECTED #1 (High): "AC-7 file-shape contract violated" — re-raise without new evidence. Counter-evidence cited in PR #424 body's "Diff scope" section: every recent PR (#383, #416, #421, #422) ships the pipeline-trail (idea/spec/plan/pipeline_status) per project convention; dashboard regen files are emitted by the mvp1-dashboard-regen pre-commit hook (forbidden to skip per CLAUDE.md Rule #7 "never skip hooks"). AC-7's strict literal "5 files" predates the project-convention consideration of pipeline- trail co-shipping; the spec's intent (the 5 deliverables described in FR-1..FR-5) is satisfied byte-identically in this diff. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai>
… runtime budget) (#424) * docs(planned): infra_smoke_reseed_runtime_budget — preflight + spec + plan Pipeline trail for the demo-ubi CI exclusion work that clears the smoke job's reseed-runtime block. idea.md (preflight refresh): priority framing shifted from "smoke red on every PR" to "precondition for re-enabling per-PR smoke" since the SMOKE_TEST gate landed 2026-06-02. AC-8 citation corrected (1140s/19 min hard ceiling, ~28 min worst case — not the 24-min downstream drift in pr.yml/demo-ubi.spec.ts). Decisions locked: D-1 Option A (testIgnore), D-2 Option C deferred (operator picked), D-3 Option B rejected (math), D-4 sibling coordination. feature_spec.md: 5 FRs (testIgnore extension, vitest regression guard, runbook section, pr.yml comment refresh, state.md update), 7 ACs, single- phase. GPT-5.5 cross-model review: 3 cycles, 13 findings (1 H + 5 M + 7 L), all accepted and applied. Convergence at cycle 3. implementation_plan.md: 1 epic, 5 stories one-per-FR, 0 endpoints, 1 new test file, 4 modified files. GPT-5.5: 3 cycles, 11 findings (0 H + 4 M + 7 L), all accepted. Convergence at cycle 3. pipeline_status.md: spec + plan finalized, ready for execution. Dashboards regenerated by the mvp1-dashboard-regen pre-commit hook (176 features across 3 releases). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * infra(ci): exclude demo-ubi.spec.ts from CI Playwright run (Stories 1.1 + 1.2) The smoke job's demo-ubi.spec.ts beforeAll hook drives a full reseed that exceeds the 25-min job cap. AC-8 of feat_demo_ubi_study_comparison bounds the in-flight reseed at 1140s (~19 min hard ceiling) with §14 estimating ~28 min worst case once the Solr scenario lights up. Adding Playwright + smoke-job setup overhead pushes total wall-clock past the cap (PR #383 run 26790636716 hit it at 25:18). Fix: extend playwright.config.ts's testIgnore CI-gated branch by one entry — '**/demo-ubi.spec.ts' — joining the 6 pre-existing demo-data- dependent specs. Single-file edit; matches the established pattern from chore_drop_demo_seed_from_ci + PR #291's 4th-run surface. Local coverage preserved: CI=unset (the normal local-dev case) still discovers and runs demo-ubi.spec.ts. The file itself is unchanged. Story 1.2 (vitest regression guard): ui/src/__tests__/playwright-config-test-ignore.test.ts reads playwright.config.ts as text and asserts (a) demo-ubi entry is in the CI ternary branch, (b) all 7 expected CI-gated entries are present, (c) demo-ubi does NOT appear outside the CI ternary (local coverage intact). Text-grep approach per spec D-7 — lowest-coupling, no module-reload tricks. §16 manual verification (recorded in this PR's body): CI=true playwright test --list -> 86 tests in 30 files, 0 demo-ubi CI=unset playwright test --list -> 110 tests in 37 files, demo-ubi discovered (5 grep matches) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * docs(infra): document demo-ubi exclusion + refresh stale framing (Stories 1.3 + 1.4 + 1.5) Story 1.3 — docs/03_runbooks/smoke-solr-stability.md gains §5 "Reseed runtime (demo-ubi exclusion)". Explains why the exclusion exists (AC-8 vs smoke-cap mismatch — cites the actual 1140s/19 min hard ceiling, not the 24-min downstream drift), where it lives (the testIgnore CI branch in playwright.config.ts — single source of truth), the local-coverage promise (CI=unset keeps demo-ubi running locally), the nightly-CI caveat (a future nightly-on-GHA job would also exclude demo-ubi unless it overrides CI or uses a separate config — defer until needed), and the Option C path-forward if per-PR demo-ubi coverage is ever wanted. Note: numbered §5 (not the spec's literal "§4") because the existing §4 "Why each lever is GHA-only" pairs tightly with §3's lever cascade — inserting between them would interrupt that flow. FR-3's "or wherever it fits the runbook's flow" clause covers this; AC-4's literal number was paraphrasing FR-3's intent (section by name, not by ordinal). Story 1.4 — .github/workflows/pr.yml comment blocks refreshed: - Lines 42-58 (SMOKE-TEST opt-in switch note): replace "demo-ubi reseed exceeds the per-PR budget" framing with "runtime block cleared via testIgnore — flip SMOKE_TEST=true after the §16 verification". Operator opt-in commands unchanged. - Lines 507-523 (smoke-test job header / timeout-minutes comment): replace "AC-8 bounds at 24 min" framing with "runtime is expected to fit within the 25-min cap post-demo-ubi-exclusion". YAML structure untouched: if-gate, timeout-minutes, needs, env, permissions, steps all byte-identical. Comments-only diff verified with awk filter (zero non-comment changed lines). Story 1.5 — state.md updated: - "CI note" paragraph (lines 13-15): the two stale sentences ("drives the demo-ubi reseed, which routinely hits the 25-min cap" and "Until the reseed-runtime fix lands, leave it off") replaced with framing that preserves SMOKE_TEST=OFF-by-default, names the demo-ubi exclusion as the shipped fix, and points at the spec §16 verification. - "Known debt / fragility" section: the Solr CI-readiness entry was the umbrella tracking three sub-tasks (backend, Solr stability, reseed runtime); rewritten as fully resolved with the third sub-task now shipped here. The "Last 5 merges" entry is NOT added here — that's the finalization step's responsibility (after PR merge), per Epic gate item #9 of the implementation plan. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * fix(test): apply Gemini Code Assist review findings on playwright-config-test-ignore.test.ts Two Medium-severity findings, both accepted: 1. Path resolution via `import.meta.url` instead of `process.cwd()`. Plan D-7 explicitly approved both options; Gemini's robustness point holds for ad-hoc operator runs like `pnpm vitest run ui/src/__tests__/...` from the repo root (where cwd would be the repo root, not ui/, and the lookup would fail). `import.meta.url` works in both the canonical `pnpm --dir ui test` shape and the ad-hoc shape. Strictly more robust. 2. CRLF normalization in sliceConfig() before the `\n`-anchored indexOf searches. Zero-cost defense for any future Windows checkout where git's autocrlf converts line endings; macOS/Linux unchanged. Spec D-7 didn't address this; accepting as free defense. Vitest after both fixes: 3/3 still pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * fix(docs): apply GPT-5.5 final review findings (broken §4 pointer + missing markdown links) Two findings accepted, one rejected: ACCEPTED #2 (Medium): ui/playwright.config.ts comment said "See ... smoke-solr-stability.md §4 for the lever cascade context" but §4 is "Why each lever is GHA-only", not the lever cascade (which is §3). My new section about reseed runtime is §5. Updated to point at §5 for the reseed-runtime-vs-Solr-stability relationship table (which is where the broader cascade context is explained in the demo-ubi exclusion narrative). ACCEPTED #3 (Low): FR-3 required the new runbook §5 to "cross-link" to ui/playwright.config.ts and ui/tests/e2e/demo-ubi.spec.ts. Inline-code mentions don't satisfy "cross-link" — converted to clickable markdown links with verified resolvable relative paths. REJECTED #1 (High): "AC-7 file-shape contract violated" — re-raise without new evidence. Counter-evidence cited in PR #424 body's "Diff scope" section: every recent PR (#383, #416, #421, #422) ships the pipeline-trail (idea/spec/plan/pipeline_status) per project convention; dashboard regen files are emitted by the mvp1-dashboard-regen pre-commit hook (forbidden to skip per CLAUDE.md Rule #7 "never skip hooks"). AC-7's strict literal "5 files" predates the project-convention consideration of pipeline- trail co-shipping; the spec's intent (the 5 deliverables described in FR-1..FR-5) is satisfied byte-identically in this diff. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> --------- Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…openapi.json + types.ts) (#433) * infra(copy-docs): prune ui/public/docs/ to exact generated set (Story 1.1) Story 1.1 of infra_generated_artifact_freshness_gate (FR-9 / AC-11): make copy-docs.mjs delete any *.md not in {README.md} ∪ {DOCS[].dest} so a renamed or removed DOCS entry no longer leaves a stale public copy. - Refactor copy-docs.mjs to export DOCS, getDestDir, pruneStale, runCopyDocs + add an ESM entrypoint guard so importing the module no longer triggers generation (mirrors gen-types.mjs pattern). - Add ui/src/__tests__/scripts/copy-docs.prune.test.ts (11 cases): exported-shape sanity, pruneStale direct behavior (delete .md, preserve non-.md, no-op on clean), runCopyDocs end-to-end against tmp dirs (clean run, prune-on-removed-entry, idempotency, rename-mid-flight, cwd-equivalence, entry-point-guard). - Verified operator path: node ui/scripts/copy-docs.mjs on a clean tree leaves git status --porcelain -- ui/public/docs/ empty. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * infra(copy-docs): add freshness gate + own workflow + self-test (Story 1.2) Story 1.2 of infra_generated_artifact_freshness_gate (FR-1 + FR-3 + FR-8 Phase-1 + FR-6 docs half). Catches the failure mode where a contributor edits a source guide under docs/08_guides/ without re-running copy-docs.mjs, leaving ui/public/docs/ stale. - scripts/ci/verify_copy_docs_fresh.sh — regen via copy-docs.mjs, fail on git status --porcelain drift (--porcelain catches modified, untracked, AND deleted; bare git diff misses untracked, which is the FR-9 / AC-9 case). Prints the canonical fix command on failure. Honors COPY_DOCS_FRESH_REPO_ROOT override for the self-test's disposable git fixture. - scripts/ci/test_verify_copy_docs_fresh.sh — three cases against fresh mktemp git fixtures: clean (exit 0), source-drift (exit 1 with the canonical fix-command text), untracked AC-9 via `git rm --cached` (exit 1 with ?? marker). - .github/workflows/copy-docs-freshness.yml — runs on every PR to main with NO paths/paths-ignore filter (FR-3 escape from pr.yml's docs/** filter so docs-only PRs still get the check). Mirrors secrets-defense.yml's own-workflow precedent. Action SHAs pinned per chore_scorecard_pin_deps_postcss (PR #430). - docs/05_quality/testing.md — new "Generated-artifact freshness gates" subsection documenting the gate, why --porcelain (not --exit-code), and the canonical fix command. Verification: 7/7 self-test cases green; guard against the live repo emits "OK: ui/public/docs/ is fresh."; workflow YAML parses. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * docs(testing): clarify Phase 1 freshness-gate scope (GPT-5.5 Epic 1 phase-gate finding #3) GPT-5.5 phase-gate review flagged that the freshness-gates subsection opened with "Three CI gates" while only documenting one — the Phase 2 snapshot + types gates land later. Soften the lede to "a family of CI gates" + add an explicit Phase 1 / Phase 2 sentence so a reader at this commit sees an accurate map of what ships when. Findings #1 (prune set derivation) and #2 (cwd-robustness coverage) were rejected with cited counter-evidence in the PR adjudication summary. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * infra(openapi): offline deterministic exporter (Story 2.1) Story 2.1 of infra_generated_artifact_freshness_gate (FR-4 / AC-4). A CLI entrypoint that emits the canonical OpenAPI schema with no running server, live Postgres, Redis, ES/OpenSearch/Solr, or OpenAI client — the foundation for Story 2.2's `ui/openapi.json` snapshot freshness gate. - backend/app/openapi_export.py — argparse CLI with --out (atomic tmpfile + os.replace) or stdout. build_openapi() stubs the *_FILE-mounted Settings inputs via tempfile.mkdtemp + REDIS_URL bare env (non-secret, per Absolute Rule #2). serialize() applies the canonical form (sort_keys=True, compact separators, ensure_ascii=False, trailing newline) so output is byte-stable macOS↔Linux. All diagnostics → stderr; stdout is byte-pure JSON. - Module docstring records the FR-4 import-graph spike (path (a) resolution): app.openapi() walks routes + Pydantic models and does NOT trigger FastAPI's lifespan — no asyncpg pool / Redis client / engine adapter is constructed at schema-build time. The companion unit test runs with a deliberately non-resolvable REDIS_URL host and asserts build_openapi() still succeeds, converting any future regression (a router opening a connection at import) into an immediate unit-test failure. - backend/tests/unit/test_openapi_export.py — 10 cases: parsed-key assertions (NOT a leading-byte prefix, per plan task 2.1.4 note), byte-stability across repeated calls, canonical-form invariants, no-service-containers smoke, stdout-vs-stderr discipline, atomic write verification (no .tmp leak), overwrite path, idempotency, and the `python -m`-style invocation smoke. Operator-path verification: `python -m backend.app.openapi_export` emits 52 paths and parses cleanly. Lint + mypy --strict clean. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * infra(openapi): commit canonical ui/openapi.json snapshot (Story 2.2 a) Story 2.2 task 1 of infra_generated_artifact_freshness_gate (FR-7). Generated by `python -m backend.app.openapi_export --out ui/openapi.json` using Story 2.1's exporter. 52 paths, canonical form (sort_keys=True, compact separators, ensure_ascii=False, trailing newline). REUSE-lint coverage: ui/openapi.json is automatically covered by the existing **/*.json glob at REUSE.toml:23, so no annotation needed (Risk R-3 already mitigated). Subsequent commit on this branch adds the snapshot-freshness guard + self-test + the generated-artifacts-fresh pr.yml job. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * infra(openapi): snapshot freshness gate + self-test + pr.yml job (Story 2.2 b) Story 2.2 task 2-4 of infra_generated_artifact_freshness_gate (FR-7 + FR-6 + FR-8 Phase-2 half). - scripts/ci/verify_openapi_snapshot_fresh.sh — regen via the offline exporter (Story 2.1), fail on `git status --porcelain` drift. Uses --porcelain (not --exit-code) so the untracked case (a first commit forgetting to git add the snapshot) is flagged. Supports an OPENAPI_SNAPSHOT_REGEN_SCRIPT path-override for the self-test fixture (script path, not shell command — avoids read -ra word- splitting and shell-quoting traps). - scripts/ci/test_verify_openapi_snapshot_fresh.sh — three cases against fresh mktemp git fixtures: clean (same bytes → exit 0), source-drift (different bytes → exit 1 with canonical fix-command text), untracked AC-9 (`git rm --cached` → ?? marker → exit 1). The override means the fixture doesn't need uv + the project venv — the exporter has its own Story-2.1 unit test; this self-test verifies the guard's diff-detection logic only. - .github/workflows/pr.yml — new `generated-artifacts-fresh` job mirroring license-inventory's structure (uv + Python + pnpm + node). Snapshot guard runs here; Story 2.3 appends the types-guard step to the same job. Not under paths-ignore — both backend and UI changes can invalidate the snapshot. - docs/05_quality/testing.md — appends gate #2 row to the freshness- gates table per the cross-story testing.md ownership declared in implementation_plan.md §11; documents both fix commands. Verification: 7/7 self-test cases green; live-repo guard re-runs the exporter and emits "OK: ui/openapi.json is fresh."; `uv run python -m backend.app.openapi_export` produces byte-identical output to the committed snapshot (determinism confirmed). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * infra(types): determinism fix + types.ts freshness gate (Story 2.3) Story 2.3 of infra_generated_artifact_freshness_gate (FR-5 + FR-2 + FR-6 types half). - ui/scripts/gen-types-banner.mjs (new) — pure, side-effect-free module exporting buildBanner(). The banner names the COMMITTED snapshot path (ui/openapi.json), not the live OPENAPI_URL value, so local-dev + CI-snapshot regens produce byte-identical banners (FR-5 source-invariance). Drops the false "CI does NOT regenerate" stance and names the generated-artifacts-fresh CI gate instead. - ui/scripts/gen-types.mjs — three changes: 1. Pinned-binary invocation via node_modules/.bin/openapi-typescript (no npx fallback) — fails loudly if pnpm install was skipped. 2. Imports buildBanner from the new pure module. 3. ESM entry-point guard — importing the module is a no-op. - ui/src/__tests__/scripts/gen-types-banner.test.ts (new) — 6 cases: byte-stability, invariance across OPENAPI_URL values, canonical Source-line, SPDX prefix preserved, freshness-gate stance. Automated AC-8. - scripts/ci/verify_types_fresh.sh + test_verify_types_fresh.sh — guard regenerates via canonical pnpm types:gen invocation; fails on git status --porcelain drift; prints chained fix command (Story 2.4). Self-test uses TYPES_FRESH_REGEN_SCRIPT path-override pattern from Story 2.2. 7/7 self-test cases green. - .github/workflows/pr.yml — appends self-test + types-guard steps to the existing generated-artifacts-fresh job (cross-story edit declared in implementation_plan.md §11). - docs/05_quality/testing.md — appends row #3 to the freshness-gates table + chained fix command. - ui/src/lib/types.ts — regenerated via the refactored gen-types.mjs + new buildBanner. PR §16 rollout requirement: introducing PR freshens all artifacts. Prettier-formatted post-regen. Tangential inline fix (per CLAUDE.md tangential-discoveries rule — <60 min, same subsystem, no design fork): - studies-table-ceiling-badge.test.tsx fixture omitted trial_count, which the backend marks required (int = 0 at backend/app/api/v1/ schemas.py:902, shipped with PR #421). Pre-existing test passed only against the stale types.ts; the freshness-gate regen surfaced the drift. Added trial_count: 0 with a citing comment. Verification: 17/17 scripts vitests green; 7/7 types-guard self-test green; pnpm typecheck clean; reuse-lint compliant (REUSE-IgnoreStart/ End wrappers added around an SPDX-shaped regex literal in gen-types-banner.test.ts that reuse-lint was mis-parsing as a real declaration). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * infra(regen): canonical chained fix command + determinism wrap-up (Story 2.4) Story 2.4 of infra_generated_artifact_freshness_gate (FR-8 chained + FR-6 determinism + AC-7). - scripts/regen-generated-artifacts.sh (new) — one-paste chained regen for all three CI-freshness-gated artifacts: 1. ui/openapi.json (uv run python -m backend.app.openapi_export) 2. ui/src/lib/types.ts (pnpm types:gen, reading the snapshot at 1) 3. ui/public/docs/ (node ui/scripts/copy-docs.mjs) Step ordering matters — types.ts derives from the snapshot, so the snapshot must regenerate first. After regen, all three are `git add`ed. REGEN_NO_STAGE=1 skips the staging step (used by CI's AC-7 determinism assertion so it inspects the working tree directly). - ui/.prettierignore (new) — generated files are NOT prettier-formatted. `ui/src/lib/types.ts` (openapi-typescript output) and `ui/public/docs/*.md` (copy-docs.mjs output) are listed; the generator is the source of truth. Without this, prettier would reformat the openapi-typescript output and the freshness gate would flap between local-prettier-formatted and CI-canonical bytes. - ui/src/lib/types.ts — regenerated via the canonical wrapper, NOT prettier-formatted. This is what every future regen produces and what the gate now expects. Two consecutive `bash scripts/regen- generated-artifacts.sh` invocations against this commit's tree produce byte-identical types.ts — FR-6 verified. - scripts/ci/verify_*.sh — all three guards now point their fix- command output at the canonical chained wrapper as the primary, with the per-gate one-liner shown as a fallback. Self-tests still green (7+7+7 = 21 cases) because the existing per-gate substrings remain in the output. - .github/workflows/pr.yml — appends an AC-7 clean-tree determinism step to the generated-artifacts-fresh job. After both per-gate guards have run, the step does a fresh canonical regen + asserts the working tree is clean. Catches a regenerator that is itself non-deterministic across runs, distinct from drift against the committed snapshot. - docs/05_quality/testing.md — promotes the chained wrapper as the single canonical fix command, demotes per-gate fixes to a fallback section, names the AC-7 determinism assertion, documents the `.prettierignore` rationale. - CLAUDE.md — adds a "Generated artifacts" subsection under Key Conventions naming the chained regen + the prettier-ignore rule. Verification: 21/21 self-test cases green (7 per guard); canonical regen output is byte-identical across consecutive runs (FR-6); a fresh regen against the committed tree leaves git status clean (AC-7); pr.yml parses cleanly. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * docs(state): note infra_generated_artifact_freshness_gate in-flight Adds the merge one-liner to "Last 5 merges" (drops the now-6th entry to state_history.md's pointer); flips the "Current branch / execution context" section to the new feature branch + 8 commits; updates the "In flight" + "Plan-stage" sections. state.md size: 24,725 bytes (60KB cap). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> * fix(openapi-export): adjudicate Gemini Code Assist review (3 accepts) PR #433 Gemini Code Assist review surfaced three medium-severity resource-hygiene findings, all accepted: 1. backend/app/openapi_export.py:91 — register atexit cleanup for the dummy *_FILE tmpdir created by _ensure_dummy_settings_env(). Each invocation leaked ~100 bytes; not a real disk concern but sloppy. atexit.register(shutil.rmtree, ..., ignore_errors=True) is the stdlib pattern. 2. backend/app/openapi_export.py:_write_atomic — wrap the NamedTemporaryFile(delete=False) + os.replace flow in try/finally. If write/flush/fsync OR the rename raised (disk full, permission denied), the orphan `.<file>.<rand>.tmp` would persist next to the destination. tmp_path = None after a successful replace tells the finally block "the rename took ownership; don't try to delete the now-renamed file". The finally's unlink is best-effort (missing_ok=True + caught OSError) so it never masks the original exception. 3. ui/scripts/gen-types.mjs:execFileSync — add `shell: process.platform === 'win32'` so Node can invoke the openapi-typescript.cmd shim on Windows (cmd.exe is required to interpret batch files; per the Node child_process docs: https://nodejs.org/api/child_process.html#spawning-bat-and-cmd-files). POSIX stays shell-free. Each fix carries an inline citation back to the Gemini finding so a future archeologist can trace the rationale. Verification: 10/10 unit tests still passing; live snapshot + types guards still emit OK on a clean tree; rtk mypy --strict + ruff clean on the modified Python; rtk prettier clean on gen-types.mjs. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> --------- Signed-off-by: SoundMindsAI <eric.starr@soundminds.ai> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
What
Adds a runtime-agnostic positioning one-pager at docs/07_research/complementary-architecture.md, beside the existing
comparison.md.It frames RelyLoop as the offline, query-time middle layer of a three-layer search pipeline:
Thesis: whatever a team runs at ingest or serving, they still need a well-tuned query-time baseline — which RelyLoop finds automatically and proposes as a reviewable PR. Because it's strictly offline + query-time, it's orthogonal to every runtime choice and can never become a production dependency.
Why
Positioning asset for partnership/outreach conversations: lets any search-engineering team see the value regardless of their serving stack.
Scope / constraints
🤖 Generated with Claude Code