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Author SHA1 Message Date
c86d5ac4f6
#000065 follow-up #48: WAL checkpoint between executor phases
Add PRAGMA wal_checkpoint(TRUNCATE) at two points in
_execute_all_at_once so committed WAL pages don't pin disk through
subsequent passes. Production migration on 2026-05-26 hit 7 GB free
disk (down from 89) because SQLite's auto-checkpoint can't run while
a reader cursor is open, and FTS rebuild keeps a SELECT cursor open
through 1.5M chunks per target. Across 4 targets the FTS rebuild
plus audit consolidate held ~37 GB of committed-but-unreclaimed WAL.
Manual sibling-connection wal_checkpoint(TRUNCATE) freed 27 GB
mid-migration.

Checkpoints land at:
  * end of _rebuild_fts_on_target (after the SELECT cursor is
    explicitly cur.close()'d so the TRUNCATE checkpoint can actually
    fire — TRUNCATE/RESTART block on active readers)
  * end of _consolidate_audit_chain (after the 3.47M-row giant
    transaction commits, before the next phase touches the same
    connection)
VACUUM is already implicitly a checkpoint, so the existing per-
target VACUUM pass continues to handle the final checkpoint
naturally.

Helper _checkpoint_truncate(conn) returns the (busy, log_frames,
checkpointed) tuple SQLite emits; for the serial executor, busy=1
is improbable since each phase finishes before moving on.

Regression test
(TestWalCheckpointing.test_no_large_wal_after_migration) asserts
no WAL file exceeds 4 MB after migration completes. Without the
checkpoint calls this would fail on real-sized corpora; with them
the test passes deterministically.

Doesn't affect the running migration (it loaded the module from
memory before this commit). Future reshards run with bounded WAL —
no near-ENOSPC scares.
2026-05-26 15:34:40 -04:00
04edff7905
#000065 fix: cross-shard FK refs blow up the migration writer
The 2026-05-26 cutover crashed mid-build with sqlite3.IntegrityError
"FOREIGN KEY constraint failed" inside _route_per_doc_table on the
derivations table.

Root cause: derivations.src_root carries a FK to
documents.document_root, but under content-hash routing a derivation
row's src_root can legitimately reference a surface doc that hashes
to a DIFFERENT target shard than the derivation's core_root. The FK
is a single-shard-era guard; it must stay live for the runtime
write path (to catch typo'd inserts into the wrong shard) but must
be OFF for the migration writer which legitimately produces
cross-shard refs.

Fix: arborist/migrate.py _connect_target now applies
`PRAGMA foreign_keys = OFF` after SCHEMA_SQL executescript runs.
Schema's own `PRAGMA foreign_keys = ON` still applies to the schema
DDL pass (and runtime connect() / connect_query() still get FK=ON
since they don't touch this helper). Only the migration writer is
relaxed. Documented inline.

Regression test
(TestCrossShardForeignKeys.test_cross_shard_derivation_succeeds)
synthesizes a derivation row whose core_root and src_root hash to
different M=4 target shards, runs the migration, asserts the row
lands on core_root's target with src_root pointing cross-shard. Pre-
fix this raised IntegrityError; post-fix it passes.

Originals untouched on the production host — the executor crashed
BEFORE the atomic-promote step, so .db files are intact;
~/.arborist/shards/00X.db.new files from the failed run will be
cleared by the next attempt's "stale .new before opening" cleanup
hook (already in _execute_all_at_once).
2026-05-26 14:12:50 -04:00
f4397a9217
#000066: cold-pack overlay/graft mode (pack-as-package)
Scaffold-only ticket. Captures the architecture for taking the
#000061 cold-pack format and adding a second mode beside hydrate:
overlay an existing pack onto a populated shard set ("graft").

Surfaced while running the #000065 reshard cutover and fox extended
the design: each pack carries a `corpus_name` field
(wikipedia-2010, wikipedia-current, arxiv-cs, ...), making
`arborist cold graft wikipedia-current` feel like `apt install`.

Three concerns analysed:
  doc/chunk/edge overlay   trivial (INSERT OR IGNORE on content-
                           addressed PKs collapses dupes)
  FTS5 overlay             trivial (new chunk_ids → new fts rows)
  audit chain overlay      the only hard part — three approaches:
                           A graft receipt (chosen): one event in
                             host chain carrying pack_hash +
                             event_count + first/last hashes; pack
                             file is the durable witness; zero
                             schema cost; aligned with v8/v9
                             witness pattern
                           B re-chain everything: rejected — graft
                             is frequent so invalidating external
                             refs is wrong tradeoff (different
                             story from the one-time reshard)
                           C chain forest with chain_id col: right
                             answer when graft dominates lifecycle
                             but premature now

Long-game payoff: mesh-peer-corpus-merge. Two peers diverge over a
partition, each carries packs the other lacks, reconciliation =
exchange + graft what's missing. Makes "mesh of arborists"
coherent rather than "fleet of arborists."

Scaffold gated on (a) #000065 lands+stabilises, (b) a second
corpus exists to graft, (c) at least two peers want to exchange.
No code until then; the design lock is what the ticket buys.

Index bumped Next ID 000066→000067.
2026-05-26 14:09:07 -04:00
c26d03956d
#000065 step 4: in-place .db.new → .db atomic promote (α-shape)
Reshard no longer creates a parallel "shards.v2/" directory. Builds
write to "<target_dir>/00X.db.new" alongside originals; when the
executor's validation passes, each .db.new is atomically renamed to
its final 00X.db name via os.replace (POSIX-atomic per file).

For an in-place migration (target_dir == source_dir, which is the
canonical use case), the rename REPLACES the original shard files.
~/.arborist/shards/ never contains a parallel "v2" or "next" or
"backup" directory — it always holds exactly one corpus, just with
the new topology after promote completes.

Validation gate (refuses to promote on mismatch):
  * --expected-row-counts <snapshot.json> threads the pre-migration
    snapshot's documents/chunks/edges totals through to the executor.
  * Tolerance: ±1% to absorb the dupe-collapse from INSERT OR IGNORE
    on cross-shard duplicate document_roots (166 dupes measured
    pre-migration; <0.005% drift).
  * Mismatch → RuntimeError, .db.new files left in place for
    inspection, no rename performed.

CLI:
  arborist corpus reshard --to 4 \
    --source-dir ~/.arborist/shards \
    --target-dir ~/.arborist/shards \
    --audit-events-ndjson /tmp/audit-events.ndjson \
    --expected-row-counts bench/results/pre-migration-snapshot.json

3 new tests:
  * test_target_dir_only_has_db_files_after_completion — no .db.new
    sidecars survive a successful run
  * test_inplace_reshard_overwrites_originals — target_dir ==
    source_dir works end-to-end; final files are the new hash-routed
    shards
  * test_validation_failure_leaves_new_files — bad expected counts
    trip the validation guard; .db.new files survive; no .db files
    promoted

Stale .db.new files from a prior failed run are unlinked before
opening fresh targets, so a partial-fail-and-retry is idempotent.
WAL/SHM sidecars removed at promote time so the new live .db
produces fresh sidecars on next open.
2026-05-26 13:58:21 -04:00
77b90bfcf1
#000065 step 3: strategy A executor + CLI + plan-only preview
Build the 'all_at_once' executor and wire it into the CLI as
`arborist corpus reshard`. Plan-only preview against fox's host
confirms the planner picks all_at_once at 95.5 GB free, 64.2 GB
peak draw, 31.3 GB free at peak (well above the 4 GB safety).

Executor (arborist/migrate.py):
  * ROUTED_BY_DOCUMENT_ROOT — documents, document_http_meta, chunks,
    merkle_nodes, edges (by src_root), derivations (by core_root).
    Each row hashed to shard_for_document(root, M) and INSERT'd into
    the chosen target.
  * CONSOLIDATED_TABLES — snapshots, concept_relations,
    concept_token_idf, citation_aliases, term_aliases,
    providence_cache, falsifications all land on canonical
    target shard 000.
  * REBUILT_ON_TARGET — chunks_fts + documents_fts rebuilt from the
    materialized data after content moves. chunks.content is
    zstd-packed at rest so the rebuilder decompresses via
    arborist.compress.unpack_chunk before inserting plaintext into
    the FTS5 index.
  * Audit chain consolidation (Option A) — all rows from
    /tmp/audit-events.ndjson are sorted by (ts, src_shard, src_seq),
    re-chained with fresh event_hash values, and INSERT'd into
    target shard 000. Bodies preserved unchanged for forensic
    fidelity.
  * One 'reshard' audit event appended at the tail, carrying the
    plan + result as the body. An operator months later can answer
    "where did this corpus topology come from" from this one row.
  * corpus_shard_count meta stamped on every target shard.
  * VACUUM each target at end to reclaim INSERT-pattern fragmentation.

CLI: `arborist corpus reshard --to M --source-dir DIR --target-dir DIR
                              [--plan-only | --force-strategy X
                               | --allow-in-place | --dry-run]`

11 integration tests build a tiny 2-shard corpus, run the migration,
verify per-doc routing, chunk-follows-doc, audit chain integrity,
reshard event at tail, corpus_shard_count meta on every target,
chunks_fts searchability, doc count preservation, dry-run no-op,
error handling.

Also: get_meta() now indexes by position so callers without
row_factory=sqlite3.Row don't trip. No behavior change for callers
that DO use Row factory.

Strategy B (per_source_shard) and C (streaming_row) are stubbed in
the planner (peak-draw estimators wired) but execute_plan raises
NotImplementedError for them. Not needed at fox's current disk
(88+ GB free); skipping the build until that's ever the constrained
path.
2026-05-26 13:28:52 -04:00
8fe389d45e
#000065 step 2: hydration planner (pure compute, no execution yet)
Disk-aware strategy picker for the corpus reshard. Pure-compute API:
feed it (corpus facts, free bytes) and it returns a HydrationPlan
naming one of three strategies + a peak-draw estimate.

Strategies (preference order):
  all_at_once       - direct source→target with overlap; fastest;
                      peak draw = corpus + WAL × M_target + VACUUM
  per_source_shard  - pack→delete→hydrate per round; safest;
                      peak draw = pack + WAL + 1 target VACUUM
  streaming_row     - in-place mutation, --allow-in-place opt-in;
                      peak draw = WAL only

Safety budget: 4 GB margin above the strategy's peak draw — the
buffer that survives one bad sort + one badly-sized WAL grow.

Production-host preview at 95 GB free / 38 GB corpus:
  strategy: all_at_once
  peak draw est: 64.2 GB
  free at peak: 31.2 GB (well above safety)
  rationale: all_at_once: peak draw 64.2 GB + 4.3 GB safety ≤ free 95.4 GB

The plan's full readout (strategy, free bytes, peak draw, rationale)
is JSON-serializable so it goes into the migration audit event as a
single forensic record.

14 tests cover: strategy pick by free-disk level, --force_strategy
override, --allow-in-place gating, skewed shard sizes, json-
serializable audit body, target_M validation.

No execution yet — this is just the planner. Next: the strategy A
executor (direct source→target read+write).
2026-05-26 13:21:18 -04:00
3aae8119a6
#000065 step 1: routing helper + meta field + pre-migration snapshot
Three pieces, all read-only or additive — no shard mutation, no
schema-version bump:

1. shard_for_document(document_root, M) in arborist/document.py.
   Pure function: int(document_root[:8], 16) % M. 22 tests cover
   determinism, range-bounds, near-uniform distribution (±5pp at
   N=20k), and seven lock-in fixtures so peers will disagree
   loudly if anyone changes the formula.

2. corpus_shard_count meta field + get/set helpers in store.py.
   Lives in the existing key/value meta table; SCHEMA_VERSION
   stays at v9.8.0 (the DDL doesn't change and source_root is
   layout-independent, so cache records survive a reshard).
   Legacy shards (without the field) return None; reshard tool
   populates it on every target shard at migration time.

3. Pre-migration snapshot captured to
   bench/results/pre-migration-snapshot.json:
     docs        3,468,392  (3,468,226 globally unique)
     chunks      6,235,764
     edges      90,593,537
     audit       3,468,403
   This is the reference set post-reshard row counts must match.

4. Audit-event extraction script writes all 3.47M events from
   all 4 shards to /tmp/audit-events.ndjson (2.0 GB) for the
   Option-A canonical-chain consolidation step. Verifies chain
   integrity on extract — all 4 source chains report 0 breaks.

5. Fixed a wrong chunk count in docs/corpus-history.md
   (had ~3.54M/shard; actual is ~1.56M/shard) and added the
   edge-count column (~22.6M/shard, 90.6M total). 6.24M chunks
   total, not 14.12M.

Tests: 29 new pass (22 routing + 7 meta). No existing tests
touched.
2026-05-26 13:13:44 -04:00
0ddff43142
docs: capture Wikipedia 2010 ingest origin (the 100-min, 4-way parallel run)
The original ingest of Wikipedia 2010 into fox's 4 production shards
was 2026-04-27 21:33-23:13 UTC — ~100 minutes wall, 4-way parallel,
3.47M docs / 14.12M chunks. Captured here because the audit chain is
the only durable record but querying 3.47M rows to recover the
headline number is friction; one line in a doc removes it.

Also informs #000065 reshard planning: ingest rate ceiling on real
XML workload is ~2,350 chunks/sec aggregate (4-way), vs the
~6,400 chunks/sec the M-sweep bench measured on the 2003 cur dump
(which skips XML parsing). The teleport-style reshard should beat
both ceilings because it's just SQLite INSERT throughput, no XML
parse + canonicalize + edge extraction.

New file: docs/corpus-history.md. Indexed in CLAUDE.md docs section.
Append-only convention; future migrations + cold-pack runs add
entries here so the operator log isn't only in the audit chain.

Derivation query (sqlite3 audit_events) embedded in the entry so
future re-derivation is one copy-paste.
2026-05-26 12:48:12 -04:00
967fedbbe0
#000065: pin M=4 + bench script + SQLite-alternative decision tree
Pinned the canonical shard count at M = 4 based on real-Wikipedia
ingest + query benchmark (bench/shard_count_sweep.py). Captured the
"when does SQLite stop being the right substrate" decision tree so
future operators know what bench would justify a fork or replacement.

Bench numbers (Wikipedia 2003 cur dump, 2000 docs, 4 cells of
M ∈ {1, 2, 4, 8}, 50 FTS queries per cell):

     M   chunks/s    q_p50_ms    q_p99_ms   attach_ms
     1    3,648        0.05        0.20        1.61
     2    5,649        0.03        0.19        3.24
     4    6,405        0.07        0.30        9.00
     8    6,959        0.03        0.28        9.65

Key observations:
- M=1→M=2 is the biggest ingest win (+55%). Most gain happens there.
- M=2→M=4 is +13%. M=4→M=8 is only +9% — diminishing returns.
- Real wikitext canonicalization is per-worker Python CPU bound, not
  SQLite-writer-lock bound. More shards don't unlock more CPU.
- Query p50/p99 is flat across M within noise (50 queries small).
- ATTACH cost grows linearly: 1.6 / 3.2 / 9.0 / 9.7 ms.

Why M=4 specifically:
- Captures 92% of peak ingest throughput (6,405 / 6,959).
- 6 ATTACH slots free under SQLite's 10 ceiling for aux DBs
  (qa.db, snapshots.db, selfmodel-chain.db, crawl_*.db, future
  mesh_*.db) — comfortable headroom. M=8 leaves only 2 slots.
- Mobile-tolerable: phone NAND attach is 5-10x slower than NVMe;
  M=4 = 45-90 ms cold start (instant), M=8 = 50-100 ms (sluggish
  with no headroom).
- Matches fox's current 4-shard layout = cheapest migration.

Decision tree for when SQLite stops being right (full text in
ticket §"When the SQLite-default substrate stops being right"):

A. ATTACH ceiling pressure (auxiliary DBs grow past 5) → bench
   forked SQLite with SQLITE_MAX_ATTACHED=125, M ∈ {16, 32, 64};
   if attach cost stays linear past M=10, fork viable but pays
   permanent "no longer stock sqlite3" tax.

B. Ingest hits >10k chunks/s sustained ceiling → first tune
   page_size / WAL checkpoint / mmap_size / synchronous. If
   tuning gets 2-5x, stay on SQLite. If still ceiling-limited,
   candidates: DuckDB (columnar, MVCC, FTS), libmdbx (B+tree no
   FTS; we'd build it). In-house DB rejected without specific
   failure of those.

C. Federation needs multi-writer-same-shard → SQLite writer-lock
   serializes peers, becomes federation bottleneck. First try
   leader-election (single-writer-per-shard with WAL replication
   to followers). If true multi-writer required, SQLite is wrong;
   candidates: FoundationDB, CRDT-on-KV-store. DuckDB does NOT
   solve this — its MVCC is single-process.

Honest verdict: for current arborist workload (single-writer-per-
shard, read-mostly federation), stock python3 sqlite3 is the right
substrate. None of A/B/C are close to firing. The bench discipline
exists to know what to measure when something changes.

bench/results/shard-count-sweep-2026-05-26T16-20-48Z.csv (synthetic
baseline) + 2026-05-26T16-31-34Z.csv (real Wikipedia) committed as
the load-bearing measurement for the M=4 choice.
2026-05-26 12:40:48 -04:00
fb38212fe8
docs: #000065 — correct re-ingest framing to teleport (content-addressed rebalance)
fox caught the imprecision: "the shards are teleported if we fix this
because we know the shard a doc will end up in."

Re-ingest = re-read source files, re-canonicalize, re-chunk, re-hash.
Hours-to-days from Wikipedia dumps.

What's actually needed = content-addressed rebalance. Every row in
the corpus is already addressed by content (document_root, leaf_hash,
merkle_nodes.hash, audit_event_hash). Migration reads existing rows,
computes new_shard_idx via the routing function, INSERTs into the new
M shards. No source-file work, no canonicalization, no LLM.

Updated the ticket's "Migration story" section with the per-table
teleport recipe:

  documents:            move by document_root → new shard
  chunks (+content):    follow doc to its new shard, re-assign chunk_id
  chunks_fts:           rebuild per new shard from chunks.content
  merkle_nodes:         move with document_root
  edges:                move by src_root
  concept_relations,    move by content-derived parent
    derivations,
    providence_cache,
    citation_aliases,
    term_aliases:
  audit_events:         ALL → shard 000 (canonical), re-numbered + re-hashed
  snapshots, mesh_*:    canonical shard 000

Audit chain handling: chose Option A (canonical shard 000) over
Option B (split-by-subject_root). Preserves global event ordering,
re-hashing happens once at migration time. The alternative loses
cross-shard event ordering for falsification + replay reasoning.

Estimated wall: ~20-40 min I/O-bound on current corpus
(35 GB across 4 shards → ~35 GB across 8 shards, moves once).

Hard discipline added: move into ~/.arborist/shards.v2/, keep
originals as rollback, atomic dir-swap when verified. Mistake in
routing function = corrupted federation, recoverable only by going
back to the originals.
2026-05-26 12:11:25 -04:00
7f29ee91e6
docs: open #000065 — canonical shard count + content-hash routing
Surfaced while sizing #000061's federation story. Today shard count
conflates two roles:

  - producer ingest parallelism (wants = vCPU count)
  - consumer ATTACH fan-out (capped at SQLITE_MAX_ATTACHED=10)

On default Python sqlite3, the ATTACH ceiling is 10 and can't be
raised without a custom sqlite3 build (which violates CLAUDE.md's
"python3 + venv + sqlite3 is enough" property). Producer with 16
shards → consumer fails to attach the 11th, federation silently
breaks.

Design: introduce M = canonical shard count (corpus-wide constant,
default 8) decoupled from N = ingest workers. Document → shard
assignment becomes content-deterministic:

    shard_idx = int(document_root[:8], 16) % M

Same input → same output across every peer. Today's "spray by ingest
order" is non-deterministic across peers — two peers re-ingesting
the same corpus put the same document_root in different shards. That
weakens federation more than it should.

Migration hard-constraint (fox: "this implies we will need to
reprocess all our data into shards"): re-ingest required. Current
layout is sprayed by ingest order; post-ticket is sprayed by content
hash. Two layouts are incompatible by construction. Captured in
ticket §Migration as the load-bearing operational note.

Phases laid out (0-4: design lock → read path → ingest path →
pack-restore → corpus migration tool). Open audit-chain re-numbering
question (per-shard event_hash chains break when rows rebalance
across shards). Kept as one ticket — do-not-proliferate.

Scaffold only. No code yet — design lock first.

Next ID bumped to 000066.
2026-05-26 11:59:05 -04:00
315e783fa1
#000061: undo idx_edges_dst_uri_type_anchor — sort spills to disk, not to shard
The 3.15 GB-per-shard index I added in bc7efe4 bloated every live
shard 33% to optimize a transient dump-time operation. Wrong trade —
the shards exist for arborist's query/retrieval/falsification path,
not for cold-pack's convenience. fox: "wtf you added an index to
fucking make the shard bigger?"

Refactor: instead of building a permanent on-disk index to avoid the
sort, configure the dump connection to spill the sort to a temp file:

    conn.execute("PRAGMA temp_store = FILE")
    conn.execute("PRAGMA cache_size = -10000")   # 10 MB

SQLite's sort still happens, but it spills to /tmp instead of growing
the process heap. cache_size caps the page cache the sort works
inside. No permanent disk cost; transient temp disk only during the
dump phase.

DROP INDEX idx_edges_dst_uri_type_anchor + VACUUM ran across the 4
live shards before this commit (out-of-band ops):
  000.db: 12.48 → 8.75 GB (~3 GB reclaimed)
  001.db: 12.43 → 8.71 GB
  002.db: 12.53 → 8.78 GB
  003.db: 12.51 → 8.76 GB
  total: ~12.6 GB reclaimed across the corpus

For a freshly-restored shard from a metadata pack, the index never
gets created (it was only in _dump_edges_fan_in, not in SCHEMA_SQL),
so consumers get the lean version from day one.

33/33 cold + evict tests pass.
2026-05-26 11:55:40 -04:00
86496ba86e
#000061: CLI flag --allow-license-class for Gap 2 override
The license_class gate landed in 576cb0e but only push_pack() the
function takes allow_license_class — the CLI couldn't pass it through.
Adds --allow-license-class {public_redistributable,unknown,private}
to `arborist cold pack`. Default stays at public_redistributable;
operators override only after confirming bucket ACL + source license
permit redistribution.

33/33 tests pass.
2026-05-26 10:59:19 -04:00
576cb0eeaf
#000061: fold 3 gaps from Dav1d review (manifest/latest, license_class, cold_pending)
Dav1d's reviews of #000061 (Response A + Response B/FINAL in
~/Downloads, 2026-05-26) flagged a long list of items — most already
shipped in the SPV-split work. Three were genuine gaps worth folding
into #000061 before close:

Gap 1: manifest/latest pointer for new-peer discovery.

  A fresh peer doing `cold list` got a list of metadata-pack hashes
  but no obvious "which one is current for shard X." Added
  get_latest_pointer + update_latest_pointer to the backend ABC.
  push_pack writes manifest/latest.json on every successful metadata
  pack push (read-modify-write keyed by snapshot_root). Mutable
  pointer; content addressing of the packs themselves preserves the
  trust root. Last-writer-wins on contention.

Gap 2: license_class field + producer-side refuse for public buckets.

  Maps documents.source_type to a license bucket (wikipedia_cur /
  textbook_tex → public_redistributable; html / grok / vcs → unknown;
  anything else → unknown). Strictness order: public < unknown <
  private. compute_shard_license_class() walks DISTINCT source_type
  in documents. push_pack now refuses to upload if the shard's
  strictest license is more restrictive than the operator's
  allow_license_class (default: public_redistributable). The
  metadata pack's manifest carries _license_class so consumers /
  auditors can see the producer's classification without inspecting
  source documents. ValueError on refusal — the bucket ACL is the
  operator's call, but arborist refuses to participate in a
  licensing/membership leak unless explicitly opted in.

Gap 3: cold_pending table for resumable uploads.

  Killed mid-upload, push_pack left orphan multi-GB tempfiles in
  /tmp with no DB trace. Added schema:

    CREATE TABLE cold_pending (
        tempfile_path TEXT PRIMARY KEY,
        pack_hash TEXT NOT NULL,
        kind TEXT NOT NULL,
        backend_endpoint TEXT NOT NULL,
        backend_bucket TEXT NOT NULL,
        object_key TEXT NOT NULL,
        started_at INTEGER NOT NULL,
        state TEXT NOT NULL DEFAULT 'pending'
    );

  push_pack INSERTs a row before each upload + DELETEs on success.
  A killed process leaves the row pointing at the orphan tempfile;
  a recovery script (future) reads cold_pending, checks bucket for
  the object, either deletes the row + tempfile (success was just
  unreported) or re-uploads from the tempfile if it still exists.
  Matches the same pattern as the audit chain — explicit state
  rows beat inferring from chunks.content IS NULL.

Sibling tickets opened for the larger items the reviews flagged
(scaffold-only, no code; opening them captures the design in the
log without proliferating, per CLAUDE.md):

- #000063 Cold-object private-ciphertext mode (mesh-keyed object
  keys for non-public corpora on public-read buckets). Needs mesh
  group-key ABI + real non-public corpus before code.

- #000064 Cold-object operations toolkit (verify / diff / doctor /
  repair-fts / gc-plan CLI + expanded audit-event taxonomy).
  Bundled so the audit-event vocabulary gets one design pass.

5 new tests:
  test_gap2_license_gate_refuses_unknown_class_to_public_bucket
  test_gap2_license_class_in_metadata_manifest
  test_gap1_latest_pointer_resolves_metadata_pack_per_snapshot
  test_gap3_cold_pending_clears_on_successful_upload
  test_gap3_cold_pending_records_inflight_upload

26 cold-object + 7 evict tests pass (33/33 green incl. boto3 wire).

Next ID bumped to 000065.

Live v3 SPV corpus run (bmq47x6t3) completed cleanly during this work.
Will report sizing + memory profile in the next message.
2026-05-26 10:50:57 -04:00
eba08beb61
docs: fold Dav1d review (2026-05-26) into ticket stack
Three doc-only housekeeping items from Dav1d's de-novo reconciliation
of the architecture stack (no code changes; the active build is
#000061 cold-pack work, which is unaffected by this review):

1. Accepted-error formula. Dav1d corrected p_raw × (1-d)(1-r) to
   p_raw × (1 - dr) where r is conditional on detection. Searched
   docs/ and arborist/ — the wrong form does NOT appear in this
   tree (it lives in the external recursive-truth-maintenance / RCO
   manuscripts Dav1d cited). Nothing to fix here; recorded for the
   manuscript authors.

2. #000060 H-ABCDEFG split. Folded the M/C/X axis split into the
   harness scope: M (mechanism — does the substrate's plumbing work),
   C (capability — does it improve task performance), X (external
   adversarial — does it generalize outside author-designed fixtures).
   ACCEPT requires clearing all three. Without X, the harness risks
   self-validating benchmark theology — passing tests its own designers
   picked. Tagged at fixture-definition time; aggregator emits per-axis
   pass rates + combined ACCEPT verdict. Doesn't change the existing
   BatteryResult row schema.

3. #000062 Mechanistic Witness — new scaffold-only ticket. Specifies
   a content-addressed MechanisticWitnessRoot over (model_config,
   capture_policy, contrastive_prompts, features/neurons, intervention
   result, behavioral delta, safety policy) as a DIAGNOSTIC sidecar
   feeding SelfModel + benchmark fixtures. Four hard guardrails:
   diagnostic-only by default; sandbox intervention only; no production
   steering without governance ACCEPT via #000060 M+C+X; feature labels
   never become semantic proof. No code until a real falsifier use case
   exists + guardrails are CLAUDE.md rules + #000060 harness gates
   promotion. The dual-use risk (Pan et al. 2025: 0.1% MLP ablation
   breaks refusal in 72B models) makes governance-first framing
   load-bearing.

Next ID bumped to 000063.

No code change to arborist/. The in-flight v3 SPV corpus pack
(bmq47x6t3) continues unaffected.
2026-05-26 10:22:17 -04:00
d57ab41989
#000061: RAM-aware concurrency for cold-pack-all + cold-pack-all-dvd
Previously: COLD_PACK_JOBS hardcoded to 4. Caused the v3 corpus run to
fail at fork time on a memory-pressured box (4 GB available, each worker
needed ~5 GB peak → kernel swapped, SQLite executescript exceeded
busy_timeout, errored as "database is locked"). Killing the run + waiting
for memory to free → 2-way run succeeded.

Now: COLD_PACK_JOBS is auto-computed from `free -m` at run time. Reads
available RAM, subtracts headroom for OS + buff/cache, divides by the
observed per-worker peak, caps at COLD_PACK_JOBS_MAX. An explicit
override (COLD_PACK_JOBS=N on the make invocation) still wins for
operators who know better.

Tunables:
  COLD_PACK_PER_WORKER_MB  5500   observed peak from real corpus run
  COLD_PACK_HEADROOM_MB    2000   keep this RAM for OS / other procs
  COLD_PACK_JOBS_MAX       8      ceiling regardless of RAM headroom

Same logic applied to cold-pack-all-dvd (local-dir output for burning).
Both targets print the chosen concurrency + the math behind it before
launching workers. If the auto-computed value is 1, that's a signal to
wait for RAM to free before trying parallelism.

Doesn't fix the underlying fragility of using fork-time RAM availability
to predict peak demand — workers grow over their lifetime as metadata
dumps materialize — but it's a real improvement over a static cap that
ignored system state entirely.
2026-05-26 09:52:48 -04:00
de705c89a6
#000061: SPV pack split — metadata pack + N chunk packs (v3)
Bidirectional sync: producer always emits both kinds; consumer chooses
how much to pull.

  packs/<hash>.metadata.tar.zst       — one per shard (~0.6 GB compressed)
  packs/<hash>.metadata.manifest.ndjson
  packs/<hash>.chunks.tar.zst         — N per shard (each ≤ 4.4 GB cap)
  packs/<hash>.chunks.manifest.ndjson

Each artifact is independently content-addressed by its own manifest
hash. The metadata pack's manifest carries _chunk_pack_hashes — every
chunk pack covering this shard's content — so a "full" consumer can
iterate them. Chunks packs are anonymous from the consumer side
(reachable only via the metadata pack's reference list).

Consumer sync modes:

  arborist cold unpack <metadata_hash>            # default: just-enough
  arborist cold unpack <metadata_hash> --full     # also pulls chunks

just-enough: pull only the metadata pack. Schema fully restored; every
chunks row has content=NULL. Node is immediately queryable for
metadata operations (documents, edges, audit chain, Merkle); chunk-body
queries return null until a future JIT-fetch path fills them on cache
miss.

full: after the metadata pack lands, iterate _chunk_pack_hashes and pull
every chunk pack. Final state: full corpus offline-queryable.

This is fox's original SPV-wallet framing — was right from day one.

Key API changes:

  pack_key(hash, *, kind="chunks", manifest=False)  — kind in bucket path
  stream_packs(chunks, *, max_compressed_bytes, ...) -> Iterator[FilePack]
      now emits chunk-only packs (no extra_members)
  build_metadata_pack(table_files, *, snapshot_root, chunk_pack_hashes, ...)
      single FilePack with v3 metadata manifest
  pull_metadata_pack(conn, backend, hash) -> dict
  pull_chunk_pack(conn, backend, hash) -> dict
  hydrate_from_metadata_pack(conn, backend, metadata_hash, *, mode) -> dict

push_pack orchestrates: dump tables → stream chunk packs (collect hashes)
→ build metadata pack with chunk_pack_hashes → upload all. Returns
{metadata_pack_hash, chunk_pack_hashes, packs: [...]}.

Manifest format v3:
  metadata pack:
    {"_format_version": 3}
    {"_kind": "metadata"}
    {"_snapshot_root": "..."}
    {"_chunk_pack_hashes": [...]}
    {"table_file": "tables/X.jsonl", "hash": "...", "size": N}  per table
  chunks pack:
    {"_format_version": 3}
    {"_kind": "chunks"}
    {"leaf_hash": "...", "size": N}  per chunk

pack_hash for each = hash_leaf(manifest_bytes); content-addressed at
both layers. Two writers with the same shard state produce identical
metadata_pack_hash AND identical chunk_pack_hashes.

Cap-and-split applies only to chunk packs (chunks are bounded N).
Metadata pack is one file per shard; if a single table file is larger
than the cap, that's noted as future row-level split work.

cold list now surfaces kind per artifact (metadata vs chunks), plus
table_count + chunk_pack_hashes (for metadata packs) or chunk_count
(for chunks packs). Operators can quickly find the metadata pack hash
to feed `cold unpack`.

28 cold-object + evict + boto3 tests pass (3 new SPV-shape tests + 1
v3 manifest-shape test + tampered-metadata-pack test).
2026-05-26 09:27:02 -04:00
a193394ea8
#000061: bind pack_hash to full pack content (tables + chunks)
Caught a real defect on the live v2 corpus run: pack_hash was computed
from the chunk-only manifest, so two packs with the same chunk set but
different table content collided on pack_hash. Observed live: v1 packs
and v2 packs for the same shard produced the SAME pack_hash:

    v1 (chunks-only)         b3c427baaf9b40e3c33ace8438b4254e3abdc7b38bdcb7b1a8012588cb32848a
    v2 (tables + chunks)     b3c427baaf9b40e3c33ace8438b4254e3abdc7b38bdcb7b1a8012588cb32848a
                             ↑ identical, different bytes

Consequences if shipped: bucket overwrites swap whose tables you get,
mesh peers A and B disagree on what "pack X" is while both claim to
have it, content-addressing story is broken for the metadata half.

Fix: manifest format v2 prepends a `{"_format_version": 2}` header,
then one row per shipped table:

    {"table_file": "tables/audit_events.jsonl", "hash": "...", "size": N}
    {"table_file": "tables/chunks.jsonl",       "hash": "...", "size": N}
    ...
    {"leaf_hash": "...", "size": N}              # chunks come after
    {"leaf_hash": "...", "size": N}

pack_hash = hash_leaf(manifest_bytes) now binds the full pack content.
Two writers with the same shard state produce the same pack_hash; same
chunks + different tables produce different pack_hashes.

Implementation:

- hash_file_leaf(path) — streaming sha256 with leaf 0x00 prefix, 1 MB
  reads, used to fingerprint multi-GB tables/<name>.jsonl files without
  loading them into RAM.
- stream_packs' extra_members now takes (member_name, source_path,
  content_hash) tuples. push_pack computes the hash with hash_file_leaf
  after the dump finishes.
- _finalize_pack writes the format header + table refs (sorted by name
  for determinism) before chunk entries.
- parse_manifest returns a ParsedManifest (format_version, tables[],
  chunks[]) instead of just list[PackEntry]. Backward-compatible with
  v1 manifests (no header → format_version=1, tables=()).
- pull_pack pulls the manifest aside during tar walk, then after
  extraction verifies each tables/<name>.jsonl file via hash_file_leaf
  against the manifest's content_hash. Mismatch → ValueError, no rows
  reach the live schema.

New tests:
  - test_v2_pack_hash_binds_table_contents — asserts manifest format +
    table refs + per-table hash & size.
  - test_pull_pack_rejects_tampered_table — corrupts one table's bytes
    in a real pack, confirms pull_pack raises on hash mismatch.

27 cold-object + evict tests pass.
2026-05-26 08:41:57 -04:00
bc7efe4434
#000061: bound memory in edges fan-in dump (index + batched groupby)
Live v2 corpus run showed ~5 GB RSS per worker — RssAnon dominant, so
process heap, not mmap. Traced to two unfixed memory pits in the edges
fan-in dump path:

1. SQLite ORDER BY on edges (22M rows, no covering index for the v2
   sort order dst_uri+edge_type+anchor) allocates a multi-GB in-memory
   sort area before spilling. Adding:

       CREATE INDEX IF NOT EXISTS idx_edges_dst_uri_type_anchor
       ON edges(dst_uri, edge_type, anchor, dst_root, src_root)

   means the ORDER BY walks the index in order — no in-memory sort.
   First create takes ~30-60 s on a 22M-row shard; idempotent on
   subsequent dumps. Disk cost ~1 GB per shard (4 shards × 1 GB ≈
   2-3 % corpus footprint increase). Worth it.

2. Python groupby accumulator: src_roots = [row[4] for row in group]
   materializes the entire src_root list per destination. For
   en.wikipedia.org/wiki/* destinations with millions of inbound links,
   this list is itself ~GB-sized. Switch to bounded batches:

       _FAN_IN_BATCH = 10_000     # max src_roots per fan-in JSON row

   A destination with N inbound links splits into ceil(N / batch) rows.
   Restore path (INSERT OR IGNORE) handles multi-row destinations
   correctly because PK includes src_root — accidental duplicates
   collapse cleanly.

New regression test test_edges_fan_in_batches_huge_destinations builds
an edges table with FAN_IN_BATCH+137 rows pointing at one dst_uri,
verifies the dump produces the expected number of split rows and the
restore reconstructs all N edges with no loss or duplication.

25 cold-object + evict tests pass.
2026-05-26 06:18:33 -04:00
ea743565de
#000061: stream metadata files in tar, not f.read() into memory
The extra_members handling in stream_packs did:

    with open(source_path, 'rb') as f:
        source_bytes = f.read()      # loads entire file into RAM
    info = tarfile.TarInfo(...)
    info.size = len(source_bytes)
    state['tar'].addfile(info, io.BytesIO(source_bytes))

For a 4.3 GB edges.jsonl this is 4.3 GB of RAM per worker — exactly the
failure mode the prior streaming-to-disk refactor was supposed to
eliminate (57f8989). 4-way parallel would hit ~17 GB peak RAM, the same
OOM-risk number we saw on the v1 corpus run.

Fix: build the TarInfo by hand (size from .stat(), other fields zeroed),
then pass the open file handle directly to tar.addfile. tarfile reads
the body in chunks (~16 KB at a time) and feeds them into the zstd
stream_writer. Peak RAM per worker stays at ~tens of KB regardless of
metadata file size.

Determinism preserved: mtime/uid/gid default to 0 (NOT taken from the
filesystem via gettarinfo), so two writers' packs converge byte-for-byte
regardless of when they ran or who owns the temp file.

24 cold-object + evict tests pass.
2026-05-26 05:53:11 -04:00
50324b4d7a
#000061: pack format v2 — self-sufficient new-peer hydration
v1 packs (chunks-only) were under-engineered: a new peer landing on
v1 packs would have chunk bodies indexed by leaf_hash but no documents
table, no audit chain, no merkle interior, no edges — couldn't actually
hydrate. fox: "isn't what I wanted you under engineered..."

v2 packs ship every load-bearing shard table alongside chunk bodies in
the same tar.zst:

  manifest.jsonl                          # chunk catalog (unchanged)
  tables/documents.jsonl                  # array-per-line columnar JSONL
  tables/chunks.jsonl                     # without content column
  tables/merkle_nodes.jsonl
  tables/edges.jsonl                      # FAN-IN restructured
  tables/audit_events.jsonl
  tables/derivations.jsonl
  tables/concept_relations.jsonl
  tables/concept_token_idf.jsonl
  tables/providence_cache.jsonl
  tables/citation_aliases.jsonl
  tables/term_aliases.jsonl
  tables/snapshots.jsonl
  tables/document_http_meta.jsonl
  blobs/<hash[:2]>/<hash[2:]>             # raw UTF-8 chunk bodies

Two compression strategies inside the pack:

1. Array-per-line JSONL ({"_columns": [...]} header line + ["v1","v2",...]
   data lines) drops ~30% of uncompressed bytes vs object-per-row JSONL.
   zstd recovers most of that on its own, but smaller uncompressed
   footprint also speeds up stream-restore.

2. Edges fan-in restructure at pack-build time: 22M rows of
   (src_root, edge_type, dst_root, dst_uri, anchor) → ~500k unique
   (dst_uri, edge_type, anchor, dst_root) groups with src_roots as an
   array. ~5-10x compressed savings on the dominant table. Reverses on
   unpack into the per-edge live schema. Live queries unchanged.

NOT shipped (per-peer state): mesh_*, selfmodel_*, capital_ledger,
memory_*, controller_events, fork_score_branches, adapter_loss_reports,
falsifications, schema_meta, meta. NOT shipped (rebuildable): chunks_fts*,
documents_fts* — restored from chunks.content + documents.title on
unpack.

push_pack no longer appends `cold_pack_pushed` to the audit chain.
That event leaked into the next push's audit_events.jsonl dump and
broke the "two writers at the same corpus state produce identical
pack_hash" determinism property. The bucket/disc file IS the receipt;
the snapshot_root pinned inside the pack metadata binds it to a corpus
state. No load-bearing consumer of the audit row.

pull_pack restored to handle both v1 (chunks-only) and v2 (tables +
chunks) packs. For v2 it extracts tables/*.jsonl to a temp dir,
calls restore_shard_metadata (which INSERT OR IGNOREs into the live
schema and expands edges back to per-edge rows), then fills chunk
content for every leaf_hash in blobs/. Idempotent against populated
DBs (INSERT OR IGNORE all the way down). Self-cleaning temp dir.

Sizing measured 2026-05-26: ~2.1 GB per shard pack compressed (chunk
content 1.78 GB + metadata ~0.3 GB), ~8.5 GB total across 4 shards.
~20% more than v1 chunks-only for self-sufficient hydration.

24 cold-object + evict tests pass (+1 new test_push_pack_v2_hydrates_fresh_empty_db
that builds a pack from a populated DB and unpacks into a completely
empty DB to verify all tables restored). Full suite: 2558 passed,
28 skipped, 1 xfailed.
2026-05-25 22:21:45 -04:00
57f89894e2
#000061: stream packs to disk, not in-memory BytesIO
The in-memory BytesIO design held a whole 4.4 GB pack in RAM per worker
until finalization. 4-way parallel hit ~17 GB peak RAM — observed live
on the full-corpus run (21 GB used, 0 free, 3 GB swap in use, headed
toward OOM territory). Architectural defect, not just an inconvenience:
parallelism is capped by RAM rather than CPU/network.

stream_packs now:
  - Opens a NamedTemporaryFile in work_dir (default tempfile.gettempdir()).
  - Wraps it with ZstdCompressor.stream_writer + tarfile mode "w|".
  - After each chunk: writer.flush(FLUSH_BLOCK) + file.flush(), check
    file.tell() against the cap.
  - On finalize: write the manifest tar member, close everything, yield
    a FilePack carrying the path (not the bytes).
  - On exception: close + unlink the in-flight temp file (no /tmp litter).

ObjectStoreBackend gains put_file(key, path). S3 impl uses boto3
upload_file which streams parts from disk during multipart upload —
memory bounded to max_concurrency × part_size = 10 × 8 MB = 80 MB
regardless of pack size. MemoryBackend reads the file into its dict
(tests only).

push_pack consumes FilePack:
  - --push: backend.put_pack_file(path), then unlink the temp
  - --local-dir: shutil.move from temp to local_dir/arborist-pack-<hash>
                 (cheap if same filesystem; one-pass read+write if not)
  - both: shutil.move first, copy to bucket via put_pack_file from final
                 local path? — actually current code moves to local_dir
                 AFTER the bucket put; bucket put still works from the
                 temp path before move. Audit row carries pack.body_size
                 from FilePack (no len(bytes) on a 4 GB body).

Worker memory bound goes from O(pack_size) to O(zstd_buffer + tar_header)
≈ tens of MB. 4-way parallel now uses ~tens of MB total instead of
~17 GB. Disk requirement: work_dir needs (parallelism × cap) of free
space — 4 × 4.4 GB = 18 GB for a default full-cap parallel run.

23 passed in tests/test_cold_object.py + tests/test_evict.py.
2026-05-25 21:07:06 -04:00
edb4e2d29e
#000061: cold-pack-all + cold-pack-all-dvd — per-shard parallel pack runs
Shards are independent SQLite files; the ORDER BY landed in 6f0ceab
makes each shard's chunk-to-pack assignment deterministic. Two new
Makefile targets fan out cold pack across every numbered shard via
xargs -P:

  make cold-pack-all                 # parallel push to S3
  make cold-pack-all-dvd LOCAL_DIR=  # parallel write to disk (no S3)

Tunables:
  SHARDS_DIR     defaults to ~/.arborist/shards
  SHARDS_PATTERN defaults to [0-9][0-9][0-9].db (numbered shards only,
                 skipping qa.db / snapshots.db / crawl_*)
  COLD_PACK_JOBS defaults to 4

Expected wall-clock improvement: ~4x on full-corpus runs (4 shards
running in parallel saturate either CPU or network before serializing).

Also verified end-to-end pack → list → unpack round trip against the
live DO Spaces NYC3 endpoint (small pack, 20 chunks): pushed, listed,
unpacked into a fresh receiving DB, content restored byte-identical,
hashes matched.
2026-05-25 20:46:53 -04:00
51f1736091
#000061: cold list + total bytes in cold stats
New peers landing on a public bucket need to enumerate pack_hashes
before they can `arborist cold unpack <hash>`. `cold stats` only gives
a count; `cold list` returns the per-pack details:

  - pack_hash (taken from the key)
  - compressed_bytes (one HEAD round-trip via new object_size method)
  - chunk_count (parsed from the small manifest sidecar; skippable
                 via --no-manifest for huge-bucket fast listing)

`cold stats` also now reports total bucket footprint (sums HEAD sizes).

Backend ABC gains `object_size(key) -> int | None` so both subcommands
get sizes without paying egress for the body. S3 impl uses HEAD;
MemoryBackend reads from the dict.

Verified live against DO Spaces NYC3: list-empty → push tiny pack →
list-with-manifest (pack_hash, size=5311 B, chunk_count=5) → list
--no-manifest → cold stats → cleanup.

23 passed in tests/test_cold_object.py + tests/test_evict.py.
2026-05-25 20:40:07 -04:00
6f0ceab033
#000061: deterministic ordering, multipart upload, cursor streaming
Three improvements after the first DO Spaces smoke + bench:

1. ORDER BY c.leaf_hash on the chunk-selection SQL. Two writers running
   cold pack against the same DB at the same snapshot now produce the
   same pack_hashes — chunk-to-pack assignment is a function of (chunk
   set, cap) and nothing else. Prerequisite for parallel per-shard pack
   workers and for two replicas to converge on byte-identical bucket
   state. Costs ~25% on build wall (real-bench 31s → 40s on 100k chunks)
   due to sort over the leaf_hash index + documents JOIN; worth it.
   New test pins the determinism property.

2. boto3 multipart upload via TransferConfig (8 MB threshold + 8 MB
   parts + 10-way concurrency) on every put. Required anyway for packs
   > 5 GB (DO Spaces single-PUT limit). Measured 5.5 MB/s → 9.0 MB/s
   on 121 MB pack to DO Spaces NYC3 (1.6x; ceiling is closer to network
   than to boto3 serialization).

3. Stream the SQL cursor in push_pack instead of fetchall(). At 14M
   chunks × ~700 bytes/row the prior fetchall materialized ~10 GB of
   Python heap before stream_packs ever ran. Cursor iteration bounds
   memory by the in-progress pack (~few hundred MB at the 4.4 GB cap).

Full corpus extrapolation revises ~125 min (single-PUT) → ~104 min
(multipart, sequential per-shard). Real wins live in parallel per-shard
pack workers — deferred; the determinism work landed here is the
prerequisite.

22 passed in tests/test_cold_object.py + tests/test_evict.py.
2026-05-25 20:36:57 -04:00
727cb1bd96
feat: #000061 cold-pack distribution tier (boto3 S3-compat + DVD-R safe-fit)
Ship arborist corpus state to new peers and DVD-R archival via
point-in-time tar.zst packs. One artifact serves both channels —
bucket+CDN delivery and physical-media archival.

Bucket holds packs only. Pack key = hash_leaf(manifest_bytes), so same
chunk set on two writers produces the same pack_hash and upload is
idempotent. Each pack pins the corpus snapshot_root it covers in audit
+ result body — packs are delayed snapshots, not live mirrors;
falsifications between repacks produce new pack_hashes.

stream_packs runs streaming zstd over tarfile, peeking compressed-buffer
size after each chunk via FLUSH_BLOCK (preserves dictionary). Default
cap 4_400_000_000 — 4.4 GB DVD-R safe-fit, ~6.5% buffer below the
4.7 GB marketing capacity to absorb ISO9660 overhead, growisofs
lead-in/lead-out, media variance, and drive-edge refusal. Each disc
fills to ~4.4 GB recorded data, not the ~1.5 GB an uncompressed cap
produced.

One backend class (S3CompatibleBackend via boto3 + endpoint_url) covers
AWS S3, DO Spaces, R2, B2, GCS S3-interop, MinIO. Optional dep
[object-store] = boto3>=1.34; dev extras pull moto for the wire test.
Voyeur: credentials via AWS_ACCESS_KEY_ID/_SECRET_ACCESS_KEY env or
~/.aws/credentials, never printed; only endpoint URL + bucket name
surface in logs.

CLI: arborist cold {pack,unpack,stats}. Makefile: cold-pack,
cold-pack-dvd (local-dir output for growisofs), cold-unpack, cold-stats.

Sizing for current shards (14.1M chunks, ~17 GB compressed): ~4 packs
at the default cap, ~\$0.34/mo DO Spaces storage, ~\$0.0001/fresh-peer
hydrate.

Always-on raw-UTF-8 leaf store (per ticket "Hard invariants") deferred
— packs-only for now, backfill later.

2557 passed, 28 skipped, 1 xfailed.
2026-05-25 20:23:44 -04:00
06e6c7a918
docs: 3 concepts diagrams + Python-library cookbook recipes
Address Grok's two minor-improvement flags on the docs.

New docs/diagrams/{three-layer-stack,cache-key-8dim,falsification-states}.{dot,svg,png}
embedded into docs/_source/concepts.rst — visual scaffolding for the
3-layer stack, 8-dim cache_key composition, and falsification state
machine (previously prose+tables only).

docs/_source/cookbook.rst gains a "Use arborist as a Python library"
section: open_store + ingest_documents, custom Source subclass,
audit-chain walk + verify, Merkle proof round-trip, programmatic
arborist.qa.query() with OpenAICompatibleClient + StubClient swap.

Every Python recipe smoke-tested against a scratch DB before publish.
make docs-api: 0 new warnings. make test: 2557 passed.
2026-05-24 14:12:26 -04:00
b6bb31a836
docs+code: ground §12 judge pipeline in the actual judge_code.py
The §12.1 pipeline I added was second-hand from benchmark-matrix.md
and got several things wrong against the code:
- listed 4 verdicts; actual is 5 (missing FABRICATED — the
  fabrication-vs-WRONG split that energy-cogs §5.5 leans on for the
  qwen-fabricates / hermes-abstains finding)
- "θ=0.85" was right by accident — but it's the code-judge-pinned
  _CODE_JUDGE_THETA_CONTRA constant, raised from the manifest 0.5
  default after measuring 114 FPs in the 0.5-0.75 band
- omitted the short-answer entity-grounding fast path (which runs
  BEFORE NLI per the 2026-05-19 Poland-Tusk smoke)
- omitted the HYBRID rescue ladder (NLI entail / entity rescue /
  2026-05-21 verbatim-quote-on-topic rescue)
- conflated WRONG and FABRICATED (the subject-in-gold split is what
  distinguishes "source has the topic but a different value" from
  "source silent on the topic")

Rewrote §12.1 grounded in `bench/judge_code.py:judge()` (its own
docstring at line 501-528 is the truth on rule order), with file:line
citations and the verdict-mapping in full.

Also fixed a real artifact-vs-doc drift INSIDE the judge: the
module-top docstring still claimed θ_contra default 0.5 and omitted
the short-path and the WRONG/FABRICATED split. Updated to match the
authoritative judge() docstring + current code.

No behavior change — docstring + benchmarks doc only.
2026-05-22 19:17:28 -04:00
7f5ef5c140
docs: surface qwen-vs-hermes cost bench + the judge in benchmarks orientation 2026-05-22 19:13:35 -04:00
a4e1dc9a10
feat: arborist.embed — supported library-embedding surface
A stable façade so another Python app can use arborist as a
content-addressed / Merkle / audit-chained store without the CLI or a
wire protocol. Import from arborist.embed, not internal modules, so
refactors don't break embedders.

Surface: open_store(path), ingest_documents(conn, docs), search(conn, q),
plus re-exported Document/Edge/Source/Hit/IngestStats. Core only
(python+sqlite3) — no extras. _IterableSource adapts a plain doc iterable
into the Source contract.

This is the seam for using arborist as neopig's optional provenance
backend: neopig produces Documents from crawled pages, arborist gives
content-dedup (document_root) + FTS5 + an append-only audit chain
alongside neopig's existing md5/FileVault storage. Docs in
docs/embedding.md. 6 tests pin open/ingest/dedup/idempotence/edges/search.
2026-05-22 13:03:15 -04:00
7fedea3f5f
docs: index docs/crawler.md in CLAUDE.md docs index 2026-05-22 07:42:32 -04:00
24c7596bc4
docs: web crawler guide — discovery, fast mode, dedupe, orphans
New docs/crawler.md covering the crawl path we actually run: BFS
same-host discovery, robots/feed/sitemap handling, polite vs --fast,
the shared-session + no-HEAD + crawl-delay-fix speedups, and the
content-addressed payoff. Leads on the two store-derived diagnostics:
duplicate detection (group by document_root — body, not URI) and
partial-overlap (shared chunk leaves), plus orphan finding
(sitemap − BFS-reached) and the planned crawl-report webmaster tools.
Honest pros/cons: orphans invisible to crawl by design, single-host,
no JS execution, --fast is anti-social off your own turf.
2026-05-22 07:38:37 -04:00
dee689cd91
fix+perf: fast-mode ignores crawl-delay; shared session; drop HEAD
Full --fast crawl of russell.ballestrini.net (242 URIs): 26s -> ~5s.

Three changes, biggest first:

1. fast_mode now actually ignores crawl-delay (the ~5x). The delay was
   only zeroed on the robots-200 path; a site with no robots.txt (404)
   or a robots fetch error fell back to default_crawl_delay (2s). Under
   --fast that made every concurrent fetch wave sleep ~2s — ~10 waves
   x 2s dominated the wall time. _enforce_crawl_delay now short-circuits
   when fast_mode, matching the documented "ignore crawl-delay"
   contract regardless of robots status. Disallow is still honored
   (separate path).

2. One shared ClientSession for the fetcher's lifetime (keepalive TCP
   connector sized to page-worker width) instead of a fresh session per
   fetch — ~3x on a 24-page wave. Lazily built in-loop via _get_session;
   the bridge closes it in a finally (guarded on owning the fetcher).

3. Drop the per-page preflight HEAD. aiohttp exposes response headers
   before the body is read, so the existing content-type binary guard
   skips images/video/audio without downloading them — the HEAD was a
   redundant round trip that doubled per-page latency.

Diverges arborist's AsyncWebFetcher from the agents.ai.unturf.com/core
verbatim lift (fox-approved); candidate to upstream. Regression tests
pin fast=no-delay / polite=delay, shared-session lifecycle, and bridge
session teardown (owned vs injected).
2026-05-22 06:55:32 -04:00
9e196bcd82
perf+cleanup: skip feeds in crawl discovery; lxml link extraction
Two crawler-discovery changes surfaced while chasing fast-crawl wall
time on russell.ballestrini.net:

1. Feed-skip in BFS discovery: the bridge fetched feed/sitemap URLs
   (a multi-MB atom.xml among them) only for ingest_crawled to discard
   them. Gate enqueue on the existing _looks_like_feed_url so we never
   fetch crawl-infrastructure URLs — less wasted work and one fewer
   slow wave straggler.

2. lxml link extraction, DRY'd: the three duplicated BeautifulSoup
   html.parser closures (fresh fetch + 2 cache paths) collapse into one
   module-level extract_page_links() backed by lxml.html (C parser,
   releases the GIL so to_thread actually parallelises) with a BS4
   fallback for markup lxml rejects. Parse on a 24-page wave 3.5s->2.5s.

Honest scope: neither moves full-crawl wall time much — measurement
showed the dominant cost is the per-page HEAD+GET double round-trip on
a per-call ClientSession, not parsing. These are correct-and-cleaner
on their own; the wall-time lever (shared session + drop redundant
HEAD) is a separate change. lxml extraction is regression-pinned
against the BS4 fallback for parity.
2026-05-22 06:46:55 -04:00
8298bf8618
feat: parallelize fast-mode BFS in the crawler bridge
The bridge BFS fetched pages one-at-a-time, so --fast only dropped the
crawl-delay (sequential, zero-wait). Fast_mode's CPU*3 page-worker
budget never reached the path operators actually run.

Replace the popleft loop with a wave loop: each iteration pulls up to
`fetcher.max_page_workers` URLs off the queue front and fetches them
with asyncio.gather. Width is CPU*3 under fast_mode, 1 otherwise, so
the polite path stays byte-for-byte sequential and the per-page
crawl-delay still serialises same-domain fetches. Wave size is capped
to the remaining max_pages budget; dedup moves from pop-time to
enqueue-time so a URL linked from two parents in one wave is fetched
exactly once.

Measured on russell.ballestrini.net (own host, robots 404): same
12-page work 23.1s polite -> 4.0s fast (5.7x); full 243-page crawl
~25s vs the ~486s polite floor (19x). Disallow still honored; only
the rate limit is lifted.

Tests: peak-in-flight pins (>1 fast, ==1 polite) plus all existing
BFS bound / dedup / depth / max-pages cases on the width=1 path.
2026-05-21 21:27:03 -04:00
aec4b544ab
feat: version-lineage report in the crawler ingestion pipeline
When a re-crawl detects a real content delta (a just-ingested root that
supersedes a prior version — content hash changed, not redeploy/ETag
noise the idempotent ingest already no-op'd), the pipeline now surfaces
the page's document chain over time instead of just 'something changed'.

bridge.py: version_chain(conn, uri) walks a URI's documents by ingest_ts
(each content change = new content-addressed doc + supersedes edge);
delta_report() adds the word-level similarity of the latest change;
render_delta_report() prints it. ingest_crawled() detects superseding
roots, emits the lineage report to stderr per changed page, and returns
'deltas' in its summary. Validated on the live russell.ballestrini.net
re-crawl: 223 pages, full redeploy, exactly 1 content change (/about/),
rendered as a 2-version chain (90% similar to prior). 2 tests; suite
2551 passed.
2026-05-21 18:22:45 -04:00
39f8aa1fb4
docs: fix pager duplicate-object + v8 short title underlines
- '.. class:: center' parsed as a Python class named 'center' (duplicate
  across one-pager + two-pager) -> '.. rst-class:: center' (styling, no
  object). Clears the duplicate-object-description warnings.
- two v8-consensus section underlines were shorter than their titles
  ('underline too short') -> extended to title length.
Pager + v8 pages now build with zero warnings.
2026-05-21 18:00:14 -04:00
1e5fb1c3a7
docs: remediate merkle-agi-dag-v7 RST (499 -> 62 build issues)
The page was a markdown+LaTeX paper dumped into .rst — 499 errors/warnings,
big chunks rendering broken. Mechanical, content-preserving fixes:
- markdown code fences (```lang) -> RST .. code-block:: (48 blocks; the
  dominant error source — RST read each ``` as an unclosed inline literal)
- display math [ ... ] -> literal blocks (34)
- code-block:: json -> text where bodies are schemas with <...>/[m,n]
  placeholders, not valid JSON (10; same as the v8 fix)
- escape inline | in prose (math like |Z|, |pred(v)|) read as RST
  substitution refs (37 lines; no pipe-tables in the file, so safe)
Residual 62 are scattered indented-math derivation lines RST treats as
block quotes — they still render, just warn; diminishing returns on an
advanced/optional theory page.
2026-05-21 17:58:38 -04:00
0750a86e21
docs: fix malformed floor table in merkle-agi-v8-consensus
The simple-table (=== separators) had a wrapped multi-line cell that
docutils rejected as malformed -> the floor table rendered broken on the
live site. Converted to a list-table (alignment-proof). Also switched the
proposer-submission block from 'code-block:: json' to 'text' — it's a
schema with <...> placeholders, not valid JSON, so the json lexer warned.
Page now builds with no errors/warnings on these blocks.
2026-05-21 17:32:42 -04:00
da0d79d29e
docs: re-org nav so theory doesn't overwhelm practitioners
The Substrate group is Dav1d's formal Merkle-AGI research that drove the
design — valuable, but it sat third in the nav and read like required
reading. IA-only fix (no content touched):
- re-caption 'Substrate' -> 'Substrate theory (advanced)' + a preamble
  marking it optional (nothing in Getting started / API depends on it);
- reorder it BELOW the practical sections (now: Summary -> Getting started
  -> API -> Substrate theory -> Project);
- pull 'bench' out of Substrate into Getting started (it's the practical
  benchmark surface, not theory).
Practitioner path comes first; theory stays intact + credited, just last.
2026-05-21 17:29:01 -04:00
89ce211077
docs(L5): Reverse RAG framing + no-embeddings + per-1k COGS at $0.33/kWh
- Frame the solution as a Reverse RAG (Merkle Providence Reverse RAG) with
  a link to the whitepaper (unfirehose.com/merkle-providence-reverse-rag-
  whitepaper — note: published on unfirehose, not uncloseai).
- New differentiator: NO vector embeddings — retrieval is lexical-first
  (FTS5 BM25 + Merkle), dense-vector optional + off by default; embedding
  10M docs costs 10-100x more/doc + a vector index to store/maintain. A
  big part of why COGS is low.
- COGS framed per 1,000 answers, labeled @ $0.33/kWh (intro + diagram cost
  node). Cost node clarified: no embeddings, NO reasoning (reasoning is the
  thing that would cost 4-6x, which we skip). Retrieval node + mapping
  table updated to lexical-first / no vector index.
2026-05-21 15:49:12 -04:00
e8bc5c2220
docs: pack the L5 diagram tighter (ranksep 1.2 -> 0.4)
ranksep=1.2 over-stretched it vertically (1193x1483, lots of whitespace).
Drop to 0.4 + nodesep 0.25: 1202x1063, ~28% less area, no vertical sprawl,
stays roughly square. Width is floored by the widest node label; click-to-
zoom (zoom.js) covers reading detail.
2026-05-21 15:30:53 -04:00
2a37c6ec51
docs: click-to-zoom lightbox for diagrams (scroll-zoom + drag-pan)
Graphviz renders SVG as <object>, which swallows clicks and can't be
lightboxed. Vendored, dependency-free zoom.js converts each graphviz
<object> to a clickable <img> (crisp vector) and adds a fullscreen
overlay: click to open, scroll to zoom toward the cursor, drag to pan,
Esc / dbl-click / background-click to close. Works for any img.zoomable,
so future charts get it free. Degrades gracefully (no JS -> inline image
still renders). Wired via html_css_files / html_js_files.
2026-05-21 15:26:39 -04:00
5dd9c18f79
docs: make the L5 pipeline diagram portrait (ranksep=1.2)
TB alone left it landscape (1202x1101, h/w 0.92). Width is floored by the
widest node label (can't shrink without trimming labels), so bump
ranksep to stretch vertically: 1193x1483, h/w 1.24 — clearly top-down/
vertical for the docs column.
2026-05-21 15:19:34 -04:00
cc645a30b7
docs: vertical (TB) layout for the Google-L5 pipeline diagram
rankdir LR -> TB so the diagram reads top-down and fits the docs column
(roughly square ~1200x1100, fox: 'square is good') instead of a wide
horizontal strip.
2026-05-21 15:13:36 -04:00
1dfbe3a6bf
docs: add 'Solution: RAG pipeline for 10M docs, zero hallucination' (Google L5)
Graphviz DOT diagram of the arborist pipeline as the answer to the Google
L5 system-design prompt 'design a RAG pipeline for 10M docs with zero
hallucination'. Maps our components onto the canonical 10-box RAG design
and shows the three extensions that buy zero-hallucination + near-zero
cost: deterministic verifier (not a model confidence score) -> honest
UNGROUNDED; Merkle-bound cache that skips the GPU; measured energy COGS
(~$0.07-0.16/1k answers, non-reasoning). Includes the mapping table +
the 3.47M->10M scaling math (+77GB, sourcing/storage not redesign).

Enables sphinx.ext.graphviz (SVG output) + graphviz apt package on the
RTD build; adds the page to the Summary-pages toctree. Builds clean
(page renders, DOT validates via dot -Tsvg).
2026-05-21 14:55:01 -04:00
211bbb1daf
docs: draft COGS tweet — cost of a grounded answer (Hermes ~9c, Qwen ~16c per 1k)
Main tweet + follow-up (Merkle cache hit skips GPU, doesn't increment the
per-1k). Numbers are the measured claim_lattice figures from the energy
report; note attached to hold the arbitrage/forcing-function framing until
the value side is hardened (higher N + blinded judge).
2026-05-21 13:52:20 -04:00
105b890e41
docs(#000057): correct cost claim — <$0.10/1k-q is hermes-8B only, not qwen
$0.10/1k-q overstated the qwen-27B case. Honest range: ~$0.07-0.16 per
1,000 queries of GPU electricity — hermes-8B $0.07-0.09 (under a dime),
qwen-27B $0.12-0.16 (over a dime; claim_lattice dearer than quote from
more prefilled context). Fixes the §5.4 'either rig' claim.
2026-05-21 13:50:01 -04:00
53db4ad717
docs(#000057): add quality/value side + cross-model comparison to energy report
The report is now cost AND value (quality-per-dollar), not cost-only.

§5.5 quality delta: substrate-vs-solo (code judge, n=30) on numeral +
stale fixtures, hermes-8B vs qwen-27B-nothink. Substrate lifts both
2-13x and they nearly converge (hermes 18/21, qwen 19/26 grounded-
correct) — grounding comes from retrieval+verification, not parametric
size, so the base model matters far less. Bare-model failure styles
diverge (hermes abstains, qwen fabricates). Quality-per-dollar: ~18-26/30
grounded for $0.085-0.158/1k-q.

Honest caveats recorded: CORRECT=grounded-in-2010-corpus (not current);
the stale fixture is no longer post-corpus; the qwen thinking bug (39c040c)
that voided the first run and the judge strengthening (2d31866). §1
reframed; §8 repro + §9 next updated (post-2010 fixture, SOTA judge for
residue).
2026-05-21 13:44:56 -04:00
2d3186669f
feat(#000057): stronger code judge — resolve HYBRID with verified quote + on-topic
The code judge bailed to JUDGE_ERROR on 40% of in-corpus answers: HYBRID
(partial grounding) with low NLI entail, where the entity-grounding
rescue needs ZERO unsourced specifics. A single extra proper noun
('Emperor Honorius', 'Alexander Molossus' — an alias/paraphrase) blocked
rescue even with verbatim quotes verified and the answer correct.

New HYBRID resolution tier: rescue to CORRECT_GROUNDED when the verifier
confirmed >=1 verbatim quote, the subject anchor is in gold (on-topic),
there is NO unsourced NUMERIC specific (wrong dates/counts stay residue),
and NLI isn't strongly contradicting. Unsourced proper nouns are treated
as aliases/paraphrase; unsourced numerics (the real factual-error class)
keep the answer as JUDGE_ERROR. Validated on the 12 real residue cases:
9 -> CORRECT (all genuinely right), 3 stay residue (unsourced numerics).
JUDGE_ERROR 40% -> ~10%. self-test 4/4; 2 new tier tests; suite 2549.
2026-05-21 13:10:01 -04:00