Files
Alex Newman 94d592f212 perf: streamline worker startup and consolidate database connections (#2122)
* docs: pathfinder refactor corpus + Node 20 preflight

Adds the PATHFINDER-2026-04-22 principle-driven refactor plan (11 docs,
cross-checked PASS) plus the exploratory PATHFINDER-2026-04-21 corpus
that motivated it. Bumps engines.node to >=20.0.0 per the ingestion-path
plan preflight (recursive fs.watch). Adds the pathfinder skill.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor: land PATHFINDER Plan 01 — data integrity

Schema, UNIQUE constraints, self-healing claim, Chroma upsert fallback.

- Phase 1: fresh schema.sql regenerated at post-refactor shape.
- Phase 2: migrations 23+24 — rebuild pending_messages without
  started_processing_at_epoch; UNIQUE(session_id, tool_use_id);
  UNIQUE(memory_session_id, content_hash) on observations; dedup
  duplicate rows before adding indexes.
- Phase 3: claimNextMessage rewritten to self-healing query using
  worker_pid NOT IN live_worker_pids; STALE_PROCESSING_THRESHOLD_MS
  and the 60-s stale-reset block deleted.
- Phase 4: DEDUP_WINDOW_MS and findDuplicateObservation deleted;
  observations.insert now uses ON CONFLICT DO NOTHING.
- Phase 5: failed-message purge block deleted from worker-service
  2-min interval; clearFailedOlderThan method deleted.
- Phase 6: repairMalformedSchema and its Python subprocess repair
  path deleted from Database.ts; SQLite errors now propagate.
- Phase 7: Chroma delete-then-add fallback gated behind
  CHROMA_SYNC_FALLBACK_ON_CONFLICT env flag as bridge until
  Chroma MCP ships native upsert.
- Phase 8: migration 19 no-op block absorbed into fresh schema.sql.

Verification greps all return 0 matches. bun test tests/sqlite/
passes 63/63. bun run build succeeds.

Plan: PATHFINDER-2026-04-22/01-data-integrity.md

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor: land PATHFINDER Plan 02 — process lifecycle

OS process groups replace hand-rolled reapers. Worker runs until
killed; orphans are prevented by detached spawn + kill(-pgid).

- Phase 1: src/services/worker/ProcessRegistry.ts DELETED. The
  canonical registry at src/supervisor/process-registry.ts is the
  sole survivor; SDK spawn site consolidated into it via new
  createSdkSpawnFactory/spawnSdkProcess/getSdkProcessForSession/
  ensureSdkProcessExit/waitForSlot helpers.
- Phase 2: SDK children spawn with detached:true + stdio:
  ['ignore','pipe','pipe']; pgid recorded on ManagedProcessInfo.
- Phase 3: shutdown.ts signalProcess teardown uses
  process.kill(-pgid, signal) on Unix when pgid is recorded;
  Windows path unchanged (tree-kill/taskkill).
- Phase 4: all reaper intervals deleted — startOrphanReaper call,
  staleSessionReaperInterval setInterval (including the co-located
  WAL checkpoint — SQLite's built-in wal_autocheckpoint handles
  WAL growth without an app-level timer), killIdleDaemonChildren,
  killSystemOrphans, reapOrphanedProcesses, reapStaleSessions, and
  detectStaleGenerator. MAX_GENERATOR_IDLE_MS and MAX_SESSION_IDLE_MS
  constants deleted.
- Phase 5: abandonedTimer — already 0 matches; primary-path cleanup
  via generatorPromise.finally() already lives in worker-service
  startSessionProcessor and SessionRoutes ensureGeneratorRunning.
- Phase 6: evictIdlestSession and its evict callback deleted from
  SessionManager. Pool admission gates backpressure upstream.
- Phase 7: SDK-failure fallback — SessionManager has zero matches
  for fallbackAgent/Gemini/OpenRouter. Failures surface to hooks
  via exit code 2 through SessionRoutes error mapping.
- Phase 8: ensureWorkerRunning in worker-utils.ts rewritten to
  lazy-spawn — consults isWorkerPortAlive (which gates
  captureProcessStartToken for PID-reuse safety via commit
  99060bac), then spawns detached with unref(), then
  waitForWorkerPort({ attempts: 3, backoffMs: 250 }) hand-rolled
  exponential backoff 250→500→1000ms. No respawn npm dep.
- Phase 9: idle self-shutdown — zero matches for
  idleCheck/idleTimeout/IDLE_MAX_MS/idleShutdown. Worker exits
  only on external SIGTERM via supervisor signal handlers.

Three test files that exercised deleted code removed:
tests/worker/process-registry.test.ts,
tests/worker/session-lifecycle-guard.test.ts,
tests/services/worker/reap-stale-sessions.test.ts.
Pass count: 1451 → 1407 (-44), all attributable to deleted test
files. Zero new failures. 31 pre-existing failures remain
(schema-repair suite, logger-usage-standards, environmental
openclaw / plugin-distribution) — none introduced by Plan 02.

All 10 verification greps return 0. bun run build succeeds.

Plan: PATHFINDER-2026-04-22/02-process-lifecycle.md

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor: land PATHFINDER Plan 04 (narrowed) — search fail-fast

Phases 3, 5, 6 only. Plan-doc inaccuracies for phases 1/2/4/7/8/9
deferred for plan reconciliation:
  - Phase 1/2: ObservationRow type doesn't exist; the four
    "formatters" operate on three incompatible types.
  - Phase 4: RECENCY_WINDOW_MS already imported from
    SEARCH_CONSTANTS at every call site.
  - Phase 7: getExistingChromaIds is NOT @deprecated and has an
    active caller in ChromaSync.backfillMissingSyncs.
  - Phase 8: estimateTokens already consolidated.
  - Phase 9: knowledge-corpus rewrite blocked on PG-3
    prompt-caching cost smoke test.

Phase 3 — Delete SearchManager.findByConcept/findByFile/findByType.
SearchRoutes handlers (handleSearchByConcept/File/Type) now call
searchManager.getOrchestrator().findByXxx() directly via new
getter accessors on SearchManager. ~250 LoC deleted.

Phase 5 — Fail-fast Chroma. Created
src/services/worker/search/errors.ts with ChromaUnavailableError
extends AppError(503, 'CHROMA_UNAVAILABLE'). Deleted
SearchOrchestrator.executeWithFallback's Chroma-failed
SQLite-fallback branch; runtime Chroma errors now throw 503.
"Path 3" (chromaSync was null at construction — explicit-
uninitialized config) preserved as legitimate empty-result state
per plan text. ChromaSearchStrategy.search no longer wraps in
try/catch — errors propagate.

Phase 6 — Delete HybridSearchStrategy three try/catch silent
fallback blocks (findByConcept, findByType, findByFile) at lines
~82-95, ~120-132, ~161-172. Removed `fellBack` field from
StrategySearchResult type and every return site
(SQLiteSearchStrategy, BaseSearchStrategy.emptyResult,
SearchOrchestrator).

Tests updated (Principle 7 — delete in same PR):
  - search-orchestrator.test.ts: "fall back to SQLite" rewritten
    as "throw ChromaUnavailableError (HTTP 503)".
  - chroma/hybrid/sqlite-search-strategy tests: rewritten to
    rejects.toThrow; removed fellBack assertions.

Verification: SearchManager.findBy → 0; fellBack → 0 in src/.
bun test tests/worker/search/ → 122 pass, 0 fail.
bun test (suite-wide) → 1407 pass, baseline maintained, 0 new
failures. bun run build succeeds.

Plan: PATHFINDER-2026-04-22/04-read-path.md (Phases 3, 5, 6)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor: land PATHFINDER Plan 03 — ingestion path

Fail-fast parser, direct in-process ingest, recursive fs.watch,
DB-backed tool pairing. Worker-internal HTTP loopback eliminated.

- Phase 0: Created src/services/worker/http/shared.ts exporting
  ingestObservation/ingestPrompt/ingestSummary as direct
  in-process functions plus ingestEventBus (Node EventEmitter,
  reusing existing pattern — no third event bus introduced).
  setIngestContext wires the SessionManager dependency from
  worker-service constructor.
- Phase 1: src/sdk/parser.ts collapsed to one parseAgentXml
  returning { valid:true; kind: 'observation'|'summary'; data }
  | { valid:false; reason: string }. Inspects root element;
  <skip_summary reason="…"/> is a first-class summary case
  with skipped:true. NEVER returns undefined. NEVER coerces.
- Phase 2: ResponseProcessor calls parseAgentXml exactly once,
  branches on the discriminated union. On invalid → markFailed
  + logger.warn(reason). On observation → ingestObservation.
  On summary → ingestSummary then emit summaryStoredEvent
  { sessionId, messageId } (consumed by Plan 05's blocking
  /api/session/end).
- Phase 3: Deleted consecutiveSummaryFailures field
  (ResponseProcessor + SessionManager + worker-types) and
  MAX_CONSECUTIVE_SUMMARY_FAILURES constant. Circuit-breaker
  guards and "tripped" log lines removed.
- Phase 4: coerceObservationToSummary deleted from sdk/parser.ts.
- Phase 5: src/services/transcripts/watcher.ts rescan setInterval
  replaced with fs.watch(transcriptsRoot, { recursive: true,
  persistent: true }) — Node 20+ recursive mode.
- Phase 6: src/services/transcripts/processor.ts pendingTools
  Map deleted. tool_use rows insert with INSERT OR IGNORE on
  UNIQUE(session_id, tool_use_id) (added by Plan 01). New
  pairToolUsesByJoin query in PendingMessageStore for read-time
  pairing (UNIQUE INDEX provides idempotency; explicit consumer
  not yet wired).
- Phase 7: HTTP loopback at processor.ts:252 replaced with
  direct ingestObservation call. maybeParseJson silent-passthrough
  rewritten to fail-fast (throws on malformed JSON).
- Phase 8: src/utils/tag-stripping.ts countTags + stripTagsInternal
  collapsed into one alternation regex, single-pass over input.
- Phase 9: src/utils/transcript-parser.ts (dead TranscriptParser
  class) deleted. The active extractLastMessage at
  src/shared/transcript-parser.ts:41-144 is the sole survivor.

Tests updated (Principle 7 — same-PR delete):
  - tests/sdk/parser.test.ts + parse-summary.test.ts: rewritten
    to assert discriminated-union shape; coercion-specific
    scenarios collapse into { valid:false } assertions.
  - tests/worker/agents/response-processor.test.ts: circuit-breaker
    describe block skipped; non-XML/empty-response tests assert
    fail-fast markFailed behavior.

Verification: every grep returns 0. transcript-parser.ts deleted.
bun run build succeeds. bun test → 1399 pass / 28 fail / 7 skip
(net -8 pass = the 4 retired circuit-breaker tests + 4 collapsed
parser cases). Zero new failures vs baseline.

Deferred (out of Plan 03 scope, will land in Plan 06): SessionRoutes
HTTP route handlers still call sessionManager.queueObservation
inline rather than the new shared helpers — the helpers are ready,
the route swap is mechanical and belongs with the Zod refactor.

Plan: PATHFINDER-2026-04-22/03-ingestion-path.md

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor: land PATHFINDER Plan 05 — hook surface

Worker-call plumbing collapsed to one helper. Polling replaced by
server-side blocking endpoint. Fail-loud counter surfaces persistent
worker outages via exit code 2.

- Phase 1: plugin/hooks/hooks.json — three 20-iteration `for i in
  1..20; do curl -sf .../health && break; sleep 0.1; done` shell
  retry wrappers deleted. Hook commands invoke their bun entry
  point directly.
- Phase 2: src/shared/worker-utils.ts — added
  executeWithWorkerFallback<T>(url, method, body) returning
  T | { continue: true; reason?: string }. All 8 hook handlers
  (observation, session-init, context, file-context, file-edit,
  summarize, session-complete, user-message) rewritten to use
  it instead of duplicating the ensureWorkerRunning →
  workerHttpRequest → fallback sequence.
- Phase 3: blocking POST /api/session/end in SessionRoutes.ts
  using validateBody + sessionEndSchema (z.object({sessionId})).
  One-shot ingestEventBus.on('summaryStoredEvent') listener,
  30 s timer, req.aborted handler — all share one cleanup so
  the listener cannot leak. summarize.ts polling loop, plus
  MAX_WAIT_FOR_SUMMARY_MS / POLL_INTERVAL_MS constants, deleted.
- Phase 4: src/shared/hook-settings.ts — loadFromFileOnce()
  memoizes SettingsDefaultsManager.loadFromFile per process.
  Per-handler settings reads collapsed.
- Phase 5: src/shared/should-track-project.ts — single exclusion
  check entry; isProjectExcluded no longer referenced from
  src/cli/handlers/.
- Phase 6: cwd validation pushed into adapter normalizeInput
  (all 6 adapters: claude-code, cursor, raw, gemini-cli,
  windsurf). New AdapterRejectedInput error in
  src/cli/adapters/errors.ts. Handler-level isValidCwd checks
  deleted from file-edit.ts and observation.ts. hook-command.ts
  catches AdapterRejectedInput → graceful fallback.
- Phase 7: session-init.ts conditional initAgent guard deleted;
  initAgent is idempotent. tests/hooks/context-reinjection-guard
  test (validated the deleted conditional) deleted in same PR
  per Principle 7.
- Phase 8: fail-loud counter at ~/.claude-mem/state/hook-failures
  .json. Atomic write via .tmp + rename. CLAUDE_MEM_HOOK_FAIL_LOUD
  _THRESHOLD setting (default 3). On consecutive worker-unreachable
  ≥ N: process.exit(2). On success: reset to 0. NOT a retry.
- Phase 9: ensureWorkerAliveOnce() module-scope memoization
  wrapping ensureWorkerRunning. executeWithWorkerFallback calls
  the memoized version.

Minimal validateBody middleware stub at
src/services/worker/http/middleware/validateBody.ts. Plan 06 will
expand with typed inference + error envelope conventions.

Verification: 4/4 grep targets pass. bun run build succeeds.
bun test → 1393 pass / 28 fail / 7 skip; -6 pass attributable
solely to deleted context-reinjection-guard test file. Zero new
failures vs baseline.

Plan: PATHFINDER-2026-04-22/05-hook-surface.md

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor: land PATHFINDER Plan 06 — API surface

One Zod-based validator wrapping every POST/PUT. Rate limiter,
diagnostic endpoints, and shutdown wrappers deleted. Failure-
marking consolidated to one helper.

- Phase 1 (preflight): zod@^3 already installed.
- Phase 2: validateBody middleware confirmed at canonical shape
  in src/services/worker/http/middleware/validateBody.ts —
  safeParse → 400 { error: 'ValidationError', issues: [...] }
  on failure, replaces req.body with parsed value on success.
- Phase 3: Per-route Zod schemas declared at the top of each
  route file. 24 POST endpoints across SessionRoutes,
  CorpusRoutes, DataRoutes, MemoryRoutes, SearchRoutes,
  LogsRoutes, SettingsRoutes now wrap with validateBody().
  /api/session/end (Plan 05) confirmed using same middleware.
- Phase 4: validateRequired() deleted from BaseRouteHandler
  along with every call site. Inline coercion helpers
  (coerceStringArray, coercePositiveInteger) and inline
  if (!req.body...) guards deleted across all route files.
- Phase 5: Rate limiter middleware and its registration deleted
  from src/services/worker/http/middleware.ts. Worker binds
  127.0.0.1:37777 — no untrusted caller.
- Phase 6: viewer.html cached at module init in ViewerRoutes.ts
  via fs.readFileSync; served as Buffer with text/html content
  type. SKILL.md + per-operation .md files cached in
  Server.ts as Map<string, string>; loadInstructionContent
  helper deleted. NO fs.watch, NO TTL — process restart is the
  cache-invalidation event.
- Phase 7: Four diagnostic endpoints deleted from DataRoutes.ts
  — /api/pending-queue (GET), /api/pending-queue/process (POST),
  /api/pending-queue/failed (DELETE), /api/pending-queue/all
  (DELETE). Helper methods that ONLY served them
  (getQueueMessages, getStuckCount, getRecentlyProcessed,
  clearFailed, clearAll) deleted from PendingMessageStore.
  KEPT: /api/processing-status (observability), /health
  (used by ensureWorkerRunning).
- Phase 8: stopSupervisor wrapper deleted from supervisor/index.ts.
  GracefulShutdown now calls getSupervisor().stop() directly.
  Two functions retained with clear roles:
    - performGracefulShutdown — worker-side 6-step shutdown
    - runShutdownCascade — supervisor-side child teardown
      (process.kill(-pgid), Windows tree-kill, PID-file cleanup)
  Each has unique non-trivial logic and a single canonical caller.
- Phase 9: transitionMessagesTo(status, filter) is the sole
  failure-marking path on PendingMessageStore. Old methods
  markSessionMessagesFailed and markAllSessionMessagesAbandoned
  deleted along with all callers (worker-service,
  SessionCompletionHandler, tests/zombie-prevention).

Tests updated (Principle 7 same-PR delete): coercion test files
refactored to chain validateBody → handler. Zombie-prevention
tests rewritten to call transitionMessagesTo.

Verification: all 4 grep targets → 0. bun run build succeeds.
bun test → 1393 pass / 28 fail / 7 skip — exact match to
baseline. Zero new failures.

Plan: PATHFINDER-2026-04-22/06-api-surface.md

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor: land PATHFINDER Plan 07 — dead code sweep

ts-prune-driven sweep across the tree after Plans 01-06 landed.
Deleted unused exports, orphan helpers, and one fully orphaned
file. Earlier-plan deletions verified.

Deleted:
- src/utils/bun-path.ts (entire file — getBunPath, getBunPathOrThrow,
  isBunAvailable: zero importers)
- bun-resolver.getBunVersionString: zero callers
- PendingMessageStore.retryMessage / resetProcessingToPending /
  abortMessage: superseded by transitionMessagesTo (Plan 06 Phase 9)
- EnvManager.MANAGED_CREDENTIAL_KEYS, EnvManager.setCredential:
  zero callers
- CodexCliInstaller.checkCodexCliStatus: zero callers; no status
  command exists in npx-cli
- Two "REMOVED: cleanupOrphanedSessions" stale-fence comments

Kept (with documented justification):
- Public API surface in dist/sdk/* (parseAgentXml, prompt
  builders, ParsedObservation, ParsedSummary, ParseResult,
  SUMMARY_MODE_MARKER) — exported via package.json sdk path.
- generateContext / loadContextConfig / token utilities — used
  via dynamic await import('../../../context-generator.js') in
  worker SearchRoutes.
- MCP_IDE_INSTALLERS, install/uninstall functions for codex/goose
  — used via dynamic await import in npx-cli/install.ts +
  uninstall.ts (ts-prune cannot trace dynamic imports).
- getExistingChromaIds — active caller in
  ChromaSync.backfillMissingSyncs (Plan 04 narrowed scope).
- processPendingQueues / getSessionsWithPendingMessages — active
  orphan-recovery caller in worker-service.ts plus
  zombie-prevention test coverage.
- StoreAndMarkCompleteResult legacy alias — return-type annotation
  in same file.
- All Database.ts barrel re-exports — used downstream.

Earlier-plan verification:
- Plan 03 Phase 9: VERIFIED — src/utils/transcript-parser.ts
  is gone; TranscriptParser has 0 references in src/.
- Plan 01 Phase 8: VERIFIED — migration 19 no-op absorbed.
- SessionStore.ts:52-70 consolidation NOT executed (deferred):
  the methods are not thin wrappers but ~900 LoC of bodies, and
  two methods are documented as intentional mirrors so the
  context-generator.cjs bundle stays schema-consistent without
  pulling MigrationRunner. Deserves its own plan, not a sweep.

Verification: TranscriptParser → 0; transcript-parser.ts → gone;
no commented-out code markers remain. bun run build succeeds.
bun test → 1393 pass / 28 fail / 7 skip — EXACT match to
baseline. Zero regressions.

Plan: PATHFINDER-2026-04-22/07-dead-code.md

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* chore: remove residual ProcessRegistry comment reference

Plan 07 dead-code sweep missed one comment-level reference to the
deleted in-memory ProcessRegistry class in SessionManager.ts:347.
Rewritten to describe the supervisor.json scope without naming the
deleted class, completing the verification grep target.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address Greptile review (P1 + 2× P2)

P1 — Plan 05 Phase 3 blocking endpoint was non-functional:
executeWithWorkerFallback used HEALTH_CHECK_TIMEOUT_MS (3 s) for
the POST /api/session/end call, but the server holds the
connection for SERVER_SIDE_SUMMARY_TIMEOUT_MS (30 s). Client
always raced to a "timed out" rejection that isWorkerUnavailable
classified as worker-unreachable, so the hook silently degraded
instead of waiting for summaryStoredEvent.
  - Added optional timeoutMs to executeWithWorkerFallback,
    forwarded to workerHttpRequest.
  - summarize.ts call site now passes 35_000 (5 s above server
    hold window).

P2 — ingestSummary({ kind: 'parsed' }) branch was dead code:
ResponseProcessor emitted summaryStoredEvent directly via the
event bus, bypassing the centralized helper that the comment
claimed was the single source.
  - ResponseProcessor now calls ingestSummary({ kind: 'parsed',
    sessionDbId, messageId, contentSessionId, parsed }) so the
    event-emission path is single-sourced.
  - ingestSummary's requireContext() resolution moved inside the
    'queue' branch (the only branch that needs sessionManager /
    dbManager). 'parsed' is a pure event-bus emission and
    doesn't need worker-internal context — fixes mocked
    ResponseProcessor unit tests that don't call
    setIngestContext.

P2 — isWorkerFallback could false-positive on legitimate API
responses whose schema includes { continue: true, ... }:
  - Added a Symbol.for('claude-mem/worker-fallback') brand to
    WorkerFallback. isWorkerFallback now checks the brand, not
    a duck-typed property name.

Verification: bun run build succeeds. bun test → 1393 pass /
28 fail / 7 skip — exact baseline match. Zero new failures.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address Greptile iteration 2 (P1 + P2)

P1 — summaryStoredEvent fired regardless of whether the row was
persisted. ResponseProcessor's call to ingestSummary({ kind:
'parsed' }) ran for every parsed.kind === 'summary' even when
result.summaryId came back null (e.g. FK violation, null
memory_session_id at commit). The blocking /api/session/end
endpoint then returned { ok: true } and the Stop hook logged
'Summary stored' for a non-existent row.

  - Gate ingestSummary call on (parsed.data.skipped ||
    session.lastSummaryStored). Skipped summaries are an explicit
    no-op bypass and still confirm; real summaries only confirm
    when storage actually wrote a row.
  - Non-skipped + summaryId === null path logs a warn and lets
    the server-side timeout (504) surface to the hook instead of
    a false ok:true.

P2 — PendingMessageStore.enqueue() returns 0 when INSERT OR
IGNORE suppresses a duplicate (the UNIQUE(session_id, tool_use_id)
constraint added by Plan 01 Phase 1). The two callers
(SessionManager.queueObservation and queueSummarize) previously
logged 'ENQUEUED messageId=0' which read like a row was inserted.

  - Branch on messageId === 0 and emit a 'DUP_SUPPRESSED' debug
    log instead of the misleading ENQUEUED line. No behavior
    change — the duplicate is still correctly suppressed by the
    DB (Principle 3); only the log surface is corrected.
  - confirmProcessed is never called with the enqueue() return
    value (it operates on session.processingMessageIds[] from
    claimNextMessage), so no caller is broken; the visibility
    fix prevents future misuse.

Verification: bun run build succeeds. bun test → 1393 pass /
28 fail / 7 skip — exact baseline match. Zero new failures.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address Greptile iteration 3 (P1 + 2× P2)

- P1 worker-service.ts: wire ensureGeneratorRunning into the ingest
  context after SessionRoutes is constructed. setIngestContext runs
  before routes exist, so transcript-watcher observations queued via
  ingestObservation() had no way to auto-start the SDK generator.
  Added attachIngestGeneratorStarter() to patch the callback in.
- P2 shared.ts: IngestEventBus now sets maxListeners to 0. Concurrent
  /api/session/end calls register one listener each and clean up on
  completion, so the default-10 warning fires spuriously under normal
  load.
- P2 SessionRoutes.ts: handleObservationsByClaudeId now delegates to
  ingestObservation() instead of duplicating skip-tool / meta /
  privacy / queue logic. Single helper, matching the Plan 03 goal.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address Greptile iteration 4 (P1 tool-pair + P2 parse/path/doc)

- processor.handleToolResult: restore in-memory tool-use→tool-result
  pairing via session.pendingTools for schemas (e.g. Codex) whose
  tool_result events carry only tool_use_id + output. Without this,
  neither handler fired — all tool observations silently dropped.
- processor.maybeParseJson: return raw string on parse failure instead
  of throwing. Previously a single malformed JSON-shaped field caused
  handleLine's outer catch to discard the entire transcript line.
- watcher.deepestNonGlobAncestor: split on / and \\, emit empty string
  for purely-glob inputs so the caller skips the watch instead of
  anchoring fs.watch at the filesystem root. Windows-compatible.
- PendingMessageStore.enqueue: tighten docstring — callers today only
  log on the returned id; the SessionManager branches on id === 0.

* fix: forward tool_use_id through ingestObservation (Greptile iter 5)

P1 — Plan 01's UNIQUE(content_session_id, tool_use_id) dedup never
fired because the new shared ingest path dropped the toolUseId before
queueObservation. SQLite treats NULL values as distinct for UNIQUE,
so every replayed transcript line landed a duplicate row.

- shared.ingestObservation: forward payload.toolUseId to
  queueObservation so INSERT OR IGNORE can actually collapse.
- SessionRoutes.handleObservationsByClaudeId: destructure both
  tool_use_id (HTTP convention) and toolUseId (JS convention) from
  req.body and pass into ingestObservation.
- observationsByClaudeIdSchema: declare both keys explicitly so the
  validator doesn't rely on .passthrough() alone.

* fix: drop dead pairToolUsesByJoin, close session-end listener race

- PendingMessageStore: delete pairToolUsesByJoin. The method was never
  called and its self-join semantics are structurally incompatible
  with UNIQUE(content_session_id, tool_use_id): INSERT OR IGNORE
  collapses any second row with the same pair, so a self-join can
  only ever match a row to itself. In-memory pendingTools in
  processor.ts remains the pairing path for split-event schemas.

- IngestEventBus: retain a short-lived (60s) recentStored map keyed
  by sessionId. Populated on summaryStoredEvent emit, evicted on
  consume or TTL.

- handleSessionEnd: drain the recent-events buffer before attaching
  the listener. Closes the register-after-emit race where the summary
  can persist between the hook's summarize POST and its session/end
  POST — previously that window returned 504 after the 30s timeout.

* chore: merge origin/main into vivacious-teeth

Resolves conflicts with 15 commits on main (v12.3.9, security
observation types, Telegram notifier, PID-reuse worker start-guard).

Conflict resolution strategy:
- plugin/hooks/hooks.json, plugin/scripts/*.cjs, plugin/ui/viewer-bundle.js:
  kept ours — PATHFINDER Plan 05 deletes the for-i-in-1-to-20 curl retry
  loops and the built artifacts regenerate on build.
- src/cli/handlers/summarize.ts: kept ours — Plan 05 blocking
  POST /api/session/end supersedes main's fire-and-forget path.
- src/services/worker-service.ts: kept ours — Plan 05 ingest bus +
  summaryStoredEvent supersedes main's SessionCompletionHandler DI
  refactor + orphan-reaper fallback.
- src/services/worker/http/routes/SessionRoutes.ts: kept ours — same
  reason; generator .finally() Stop-hook self-clean is a guard for a
  path our blocking endpoint removes.
- src/services/worker/http/routes/CorpusRoutes.ts: merged — added
  security_alert / security_note to ALLOWED_CORPUS_TYPES (feature from
  #2084) while preserving our Zod validateBody schema.

Typecheck: 294 errors (vs 298 pre-merge). No new errors introduced; all
remaining are pre-existing (Component-enum gaps, DOM lib for viewer,
bun:sqlite types).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address Greptile P2 findings

1) SessionRoutes.handleSessionEnd was the only route handler not wrapped
   in wrapHandler — synchronous exceptions would hang the client rather
   than surfacing as 500s. Wrap it like every other handler.

2) processor.handleToolResult only consumed the session.pendingTools
   entry when the tool_result arrived without a toolName. In the
   split-schema path where tool_result carries both toolName and toolId,
   the entry was never deleted and the map grew for the life of the
   session. Consume the entry whenever toolId is present.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: typing cleanup and viewer tsconfig split for PR feedback

- Add explicit return types for SessionStore query methods
- Exclude src/ui/viewer from root tsconfig, give it its own DOM-typed config
- Add bun to root tsconfig types, plus misc typing tweaks flagged by Greptile
- Rebuilt plugin/scripts/* artifacts

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address Greptile P2 findings (iter 2)

- PendingMessageStore.transitionMessagesTo: require sessionDbId (drop
  the unscoped-drain branch that would nuke every pending/processing
  row across all sessions if a future caller omitted the filter).
- IngestEventBus.takeRecentSummaryStored: make idempotent — keep the
  cached event until TTL eviction so a retried Stop hook's second
  /api/session/end returns immediately instead of hanging 30 s.
- TranscriptWatcher fs.watch callback: skip full glob scan for paths
  already tailed (JSONL appends fire on every line; only unknown
  paths warrant a rescan).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: call finalizeSession in terminal session paths (Greptile iter 3)

terminateSession and runFallbackForTerminatedSession previously called
SessionCompletionHandler.finalizeSession before removeSessionImmediate;
the refactor dropped those calls, leaving sdk_sessions.status='active'
for every session killed by wall-clock limit, unrecoverable error, or
exhausted fallback chain. The deleted reapStaleSessions interval was
the only prior backstop.

Re-wires finalizeSession (idempotent: marks completed, drains pending,
broadcasts) into both paths; no reaper reintroduced.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: GC failed pending_messages rows at startup (Greptile iter 4)

Plan 07 deleted clearFailed/clearFailedOlderThan as "dead code", but
with the periodic sweep also removed, nothing reaps status='failed'
rows now — they accumulate indefinitely. Since claimNextMessage's
self-healing subquery scans this table, unbounded growth degrades
claim latency over time.

Re-introduces clearFailedOlderThan and calls it once at worker startup
(not a reaper — one-shot, idempotent). 7-day retention keeps enough
history for operator inspection while bounding the table.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: finalize sessions on normal exit; cleanup hoist; share handler (iter 5)

1. startSessionProcessor success branch now calls completionHandler.
   finalizeSession before removeSessionImmediate. Hooks-disabled installs
   (and any Stop hook that fails before POST /api/sessions/complete) no
   longer leave sdk_sessions rows as status='active' forever. Idempotent
   — a subsequent /api/sessions/complete is a no-op.

2. Hoist SessionRoutes.handleSessionEnd cleanup declaration above the
   closures that reference it (TDZ safety; safe at runtime today but
   fragile if timeout ever shrinks).

3. SessionRoutes now receives WorkerService's shared SessionCompletionHandler
   instead of constructing its own — prevents silent divergence if the
   handler ever becomes stateful.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: stop runaway crash-recovery loop on dead sessions

Two distinct bugs were combining to keep a dead session restarting forever:

Bug 1 (uncaught "The operation was aborted."):
  child_process.spawn emits 'error' asynchronously for ENOENT/EACCES/abort
  signal aborts. spawnSdkProcess() never attached an 'error' listener, so
  any async spawn failure became uncaughtException and escaped to the
  daemon-level handler. Attach an 'error' listener immediately after spawn,
  before the !child.pid early-return, so async spawn errors are logged
  (with errno code) and swallowed locally.

Bug 2 (sliding-window limiter never trips on slow restart cadence):
  RestartGuard tripped only when restartTimestamps.length exceeded
  MAX_WINDOWED_RESTARTS (10) within RESTART_WINDOW_MS (60s). With the 8s
  exponential-backoff cap, only ~7-8 restarts fit in the window, so a dead
  session that fail-restart-fail-restart on 8s cycles would loop forever
  (consecutiveRestarts climbing past 30+ in observed logs). Add a
  consecutiveFailures counter that increments on every restart and resets
  only on recordSuccess(). Trip when consecutive failures exceed
  MAX_CONSECUTIVE_FAILURES (5) — meaning 5 restarts with zero successful
  processing in between proves the session is dead. Both guards now run in
  parallel: tight loops still trip the windowed cap; slow loops trip the
  consecutive-failure cap.

Also: when the SessionRoutes path trips the guard, drain pending messages
to 'abandoned' so the session does not reappear in
getSessionsWithPendingMessages and trigger another auto-start cycle. The
worker-service.ts path already does this via terminateSession.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* perf: streamline worker startup and consolidate database connections

1. Database Pooling: Modified DatabaseManager, SessionStore, and SessionSearch to share a single bun:sqlite connection, eliminating redundant file descriptors.
2. Non-blocking Startup: Refactored WorktreeAdoption and Chroma backfill to run in the background (fire-and-forget), preventing them from stalling core initialization.
3. Diagnostic Routes: Added /api/chroma/status and bypassed the initialization guard for health/readiness endpoints to allow diagnostics during startup.
4. Robust Search: Implemented reliable SQLite FTS5 fallback in SearchManager for when Chroma (uvx) fails or is unavailable.
5. Code Cleanup: Removed redundant loopback MCP checks and mangled initialization logic from WorkerService.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: hard-exclude observer-sessions from hooks; bundle migration 29 (#2124)

* fix: hard-exclude observer-sessions from hooks; backfill bundle migrations

Stop hook + SessionEnd hook were storing the SDK observer's own
init/continuation/summary prompts in user_prompts, leaking into the
viewer (meta-observation regression). 25 such rows accumulated.

- shouldTrackProject: hard-reject OBSERVER_SESSIONS_DIR (and its subtree)
  before consulting user-configured exclusion globs.
- summarize.ts (Stop) and session-complete.ts (SessionEnd): early-return
  when shouldTrackProject(cwd) is false, so the observer's own hooks
  cannot bootstrap the worker or queue a summary against the meta-session.
- SessionRoutes: cap user-prompt body at 256 KiB at the session-init
  boundary so a runaway observer prompt cannot blow up storage.
- SessionStore: add migration 29 (UNIQUE(memory_session_id, content_hash)
  on observations) inline so bundled artifacts (worker-service.cjs,
  context-generator.cjs) stay schema-consistent — without it, the
  ON CONFLICT clause in observation inserts throws.
- spawnSdkProcess: stdio[stdin] from 'ignore' to 'pipe' so the
  supervisor can actually feed the observer's stdin.

Also rebuilds plugin/scripts/{worker-service,context-generator}.cjs.

* fix: walk back to UTF-8 boundary on prompt truncation (Greptile P2)

Plain Buffer.subarray at MAX_USER_PROMPT_BYTES can land mid-codepoint,
which the utf8 decoder silently rewrites to U+FFFD. Walk back over any
continuation bytes (0b10xxxxxx) before decoding so the truncated prompt
ends on a valid sequence boundary instead of a replacement character.

* fix: cross-platform observer-dir containment; clarify SDK stdin pipe

claude-review feedback on PR #2124.

- shouldTrackProject: literal `cwd.startsWith(OBSERVER_SESSIONS_DIR + '/')`
  hard-coded a POSIX separator and missed Windows backslash paths plus any
  trailing-slash variance. Switched to a path.relative-based isWithin()
  helper so Windows hook input under observer-sessions\\... is also excluded.
- spawnSdkProcess: added a comment explaining why stdin must be 'pipe' —
  SpawnedSdkProcess.stdin is typed NonNullable and the Claude Agent SDK
  consumes that pipe; 'ignore' would null it and the null-check below
  would tear the child down on every spawn.

* fix: make Stop hook fire-and-forget; remove dead /api/session/end

The Stop hook was awaiting a 35-second long-poll on /api/session/end,
which the worker held open until the summary-stored event fired (or its
30s server-side timeout elapsed). Followed by another await on
/api/sessions/complete. Three sequential awaits, the middle one a 30s
hold — not fire-and-forget despite repeated requests.

The Stop hook now does ONE thing: POST /api/sessions/summarize to
queue the summary work and return. The worker drives the rest async.
Session-map cleanup is performed by the SessionEnd handler
(session-complete.ts), not duplicated here.

- summarize.ts: drop the /api/session/end long-poll and the trailing
  /api/sessions/complete await; ~40 lines removed; unused
  SessionEndResponse interface gone; header comment rewritten.
- SessionRoutes: delete handleSessionEnd, sessionEndSchema, the
  SERVER_SIDE_SUMMARY_TIMEOUT_MS constant, and the /api/session/end
  route registration. Drop the now-unused ingestEventBus and
  SummaryStoredEvent imports.
- ResponseProcessor + shared.ts + worker-utils.ts: update stale
  comments that referenced the dead endpoint. The IngestEventBus is
  left in place dormant (no listeners) for follow-up cleanup so this
  PR stays focused on the blocker.

Bundle artifact (worker-service.cjs) rebuilt via build-and-sync.

Verification:
- grep '/api/session/end' plugin/scripts/worker-service.cjs → 0
- grep 'timeoutMs:35' plugin/scripts/worker-service.cjs → 0
- Worker restarted clean, /api/health ok at pid 92368

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* deps: bump all dependencies to latest including majors

Upgrades: React 18→19, Express 4→5, Zod 3→4, TypeScript 5→6,
@types/node 20→25, @anthropic-ai/claude-agent-sdk 0.1→0.2,
@clack/prompts 0.9→1.2, plus minors. Adds Daily Maintenance section
to CLAUDE.md mandating latest-version policy across manifests.

Express 5 surfaced a race in Server.listen() where the 'error' handler
was attached after listen() was invoked; refactored to use
http.createServer with both 'error' and 'listening' handlers attached
before listen(), restoring port-conflict rejection semantics.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: surface real chroma errors and add deep status probe

Replace the misleading "Vector search failed - semantic search unavailable.
Install uv... restart the worker." string in SearchManager with the actual
exception text from chroma_query_documents. The lying message blamed `uv`
for any failure — even when the real cause was a chroma-mcp transport
timeout, an empty collection, or a dead subprocess.

Also add /api/chroma/status?deep=1 backed by a new
ChromaMcpManager.probeSemanticSearch() that round-trips a real query
(chroma_list_collections + chroma_query_documents) instead of just
checking the stdio handshake. The cheap default path is unchanged.

Includes the diagnostic plan (PLAN-fix-mcp-search.md) and updated test
fixtures for the new structured failure message.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* chore: rebuild worker-service bundle to match merged src

Bundle was stale after the squash merge of #2124 — it still contained
the old "Install uv... semantic search unavailable" string and lacked
probeSemanticSearch. Rebuilt via bun run build-and-sync.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs: address coderabbit feedback on PLAN-fix-mcp-search.md

- replace machine-specific /Users/alexnewman absolute paths with portable
  <repo-root> placeholder (MD-style portability)
- add blank lines around the TypeScript fenced block (MD031)
- tag the bare fenced block with `text` (MD040)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 13:37:40 -07:00

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Pathfinder Phase 9: Execution Runbook

This is the control document for /do execution of the claude-mem v6.5.0 brutal-audit cleanup.

Read this file first. It tells you what to read next, what to skip, what rules apply, and where to mark progress. Do not rely on memory — check this file every turn. Do not re-plan; a plan already exists.


STOP — read this before touching anything

Reading hierarchy (canonical → supporting → stale → forbidden)

Tier Files How to use
Canonical (always authoritative) 07-plans/01-*.md07-plans/12-*.md The 12 per-flowchart plans. Each is self-contained and /do-executable. When phase instructions conflict with anything else, the per-flowchart plan wins.
Canonical (design authority, read-only) 05-clean-flowcharts.md The brutal-audit design. Per-flowchart plans already cite the relevant sections; re-read only to resolve ambiguity. Never modify.
Canonical (this file) 09-execution-runbook.md Runbook + checklists. Update the checkboxes as tiers land.
Canonical (reconciliation) 08-reconciliation.md Preflight status, tier dependencies, ownership conflicts, timer census, gaps ledger. Re-read before each tier. Re-run reconciliation itself after Tiers 3 and 4.
Supporting (cite when needed) 07-master-plan.md Dispatch strategy + ladder. Skim once to orient, then work from 07-plans/.
Supporting (discovery evidence) 06-implementation-plan.md Phase 0 only (V1V20 verified-findings table, ~lines 2247) Cross-reference when a plan cites a V-number. The V-table is still authoritative.
STALE — DO NOT FOLLOW 06-implementation-plan.md Phases 115 Superseded by 07-plans/. These 15 cross-cutting phases were written without /make-plan and collapse 12 flowcharts into phase-ordered chunks. Every instruction in these phases is replaced by the per-flowchart plan. If you find yourself reading Phase 115, stop and go to the corresponding 07-plans/ file.
STALE — DO NOT FOLLOW 03-unified-proposal.md, 04-handoff-prompts.md Earlier drafts, superseded by 05-clean-flowcharts.md. Background only.
Reference (read-only) 00-features.md, 01-flowcharts/*.md, 02-duplication-report.md "Before" state documentation. Read only when a plan cites them for the current implementation's shape.

Rules — do not drift

  1. One tier at a time. Finish all plans in a tier before starting the next. Plans within a tier may run in parallel.
  2. One plan at a time inside a session (unless you're the orchestrator dispatching subagents). /do executes one per-flowchart plan per subagent; the subagent opens the plan file, works its phases in order, runs every Verification block, then reports back.
  3. Copy from file:line — never invent APIs. Every plan phase says "copy from <file>:<line>". If the line doesn't match what you expect, stop and ask — don't guess.
  4. Never widen scope. If a plan's phase list doesn't mention a file, don't touch that file. Out-of-scope fixes go in a new follow-up plan, never in the current execution.
  5. Never edit 05-clean-flowcharts.md. It is the design authority. If reality contradicts 05, write a correction into the affected per-flowchart plan as a > **Preflight edit YYYY-MM-DD** note — do not silently modify the plan body, and never the design doc.
  6. Never edit 06-implementation-plan.md Phases 115. They are stale by definition.
  7. Check every Verification checklist. "Phase complete" means every checkbox in the phase's Verification block is green. A subagent that reports "done" without running the greps/tests is rejected.
  8. Update this runbook as you go. Mark tier boxes complete only after all plans in the tier pass verification. Mark a plan in-progress the moment a subagent is dispatched; mark it landed when verification passes; mark it blocked if verification fails.
  9. Stop the tier on failure. If any plan in a tier fails verification, halt the tier — do not start the next tier until the failure is triaged.
  10. Re-run reconciliation after Tier 3 and Tier 4 (largest cross-plan overlap). The existing reconciliation process is in 08-reconciliation.md § "Part 6"; repeat the five checks against the landed state.
  11. Viewer regression (plan 12) runs after every tier. Plan 12 is a lockdown doc; its regression suite (tests/viewer-lockdown/*) executes once before Tier 1 to baseline, then again after Tiers 1, 2, 3, 4, 5, 6. Any regression halts the tier.
  12. Do not commit the worktree branch partway through a tier unless the tier's partial state builds and tests pass. Per-plan commits within a tier are fine.
  13. When in doubt, read 08-reconciliation.md Part 6 — it lists the landing decision and preflight status.
  14. Ask the user before destructive moves outside the plan's scope. Deleting extra files, bumping unrelated dependencies, reorganizing directories = all require permission.

Preflight status (must be true before Tier 1 starts)

  • B1package.json engines.node bumped to >=20.0.0 (applied 2026-04-22)
  • B2 — plan 07 Phase 7 spec: HTTP 200 + {timedOut: true} on 110s timeout (applied 2026-04-22)
  • C3 — plan 02 Phase 2: user_prompts.chroma_synced column added alongside observations + summaries (applied 2026-04-22)
  • C6 — plan 03 Phase 2 + plan 07 Phase 7: session.summaryStoredEvent wiring (applied 2026-04-22)
  • C7 (REVERTED 2026-04-22) — earlier proposal introduced a dedicated sqliteHousekeepingInterval, which added a new repeating timer. Replaced by zero-timer model: clearFailedOlderThan moves to boot-once (plan 02); explicit PRAGMA wal_checkpoint calls are deleted (SQLite's wal_autocheckpoint default = 1000 pages is the contract). See 05 Part 4 revision 2026-04-22.
  • C10 — plan 11 Phase 6: per-boot cache lifecycle contract documented (applied 2026-04-22)

Preflight gate: all six boxes must be [x] before launching Tier 1. If any is [ ], stop — preflight edits are mandatory, not optional.

In-flight blockers (gated during tier execution, not preflight):

  • B3 (plan 10, Tier 5): prompt-caching TTL cost smoke test must pass before declaring plan 10 landed.
  • B4 (plan 11, Tier 6): plan 11 Phase 1 npm install zod@^3.x must run before any other plan 11 phase.
  • B5 (plan 04, Tier 3): Chroma upsert fallback error-text match is brittle; landed as-is with documentation, but flagged for ops review.

Execution ladder — check off as you land

Tick the plan box only when every phase in the plan has passed verification AND the post-tier reconciliation (if applicable) is clean.

Tier 1 — privacy foundation + viewer baseline (parallel)

  • Plan 0107-plans/01-privacy-tag-filtering.md (5 phases, ~31 LoC)
  • Plan 1207-plans/12-viewer-ui-layer.md (6 phases, lockdown: baseline regression suite)

Tier gate: plan 12 Phase 4 must produce a clean baseline snapshot before any other tier runs. Plan 01's summary privacy gap (P1 security bug) must be verified closed via the <private>secret</private> regression test.

Tier 2 — data plane (parallel)

  • Plan 0207-plans/02-sqlite-persistence.md (7 phases, ~140 LoC source, +~295 add inc. schema.sql)
  • Plan 0307-plans/03-response-parsing-storage.md (5 phases, ~100 LoC)

Tier gate: plan 02 Phase 2 must land chroma_synced on observations + summaries + user_prompts (three tables per preflight C3). Plan 03 Phase 2 step 5 must wire summaryStoredEvent.emit('stored', summaryId). Plan 12 regression re-run.

Tier 3 — chroma + renderer (parallel)

  • Plan 0407-plans/04-vector-search-sync.md (6 phases, ~320 LoC) — depends on plan 02
  • Plan 0507-plans/05-context-injection-engine.md (8 phases, ~930 LoC)

Tier gate: plan 04 relies on plan 02's migration. Plan 05's ANSI byte-equal snapshots must pass. Re-run full reconciliation per rule 10. Plan 12 regression re-run.

Tier 4 — search + session lifecycle (parallel)

  • Plan 0607-plans/06-hybrid-search-orchestration.md (7 phases, ~1700 LoC) — depends on plan 05
  • Plan 0707-plans/07-session-lifecycle-management.md (8 phases, ~500 LoC) — depends on plans 01, 02, 03

Tier gate: plan 07 Phase 7 blocking endpoint must pass both happy-path and 110s-timeout integration tests with HTTP 200 on both paths (preflight B2). Plan 06 must return 503 {error:'chroma_unavailable'} when Chroma is down, not silent SQL fallback. Re-run full reconciliation per rule 10. Plan 12 regression re-run.

Tier 5 — transcripts + hooks + corpus (parallel)

  • Plan 0807-plans/08-transcript-watcher-integration.md (6 phases, ~86 LoC) — depends on plans 01, 07
  • Plan 0907-plans/09-lifecycle-hooks.md (7 phases, ~460 LoC) — depends on plans 01, 05, 07
  • Plan 1007-plans/10-knowledge-corpus-builder.md (7 phases, ~198 LoC) — depends on plans 05, 06

Tier gate: plan 09 Phase 3 Windows Terminal tab-close test (hook exit 0 on 110s timeout). Plan 10 Phase 7 step 3 cost smoke test (preflight B3). Plan 08 relies on Node 20+ (preflight B1). Plan 12 regression re-run.

Tier 6 — http routes + zod (solo)

  • Plan 1107-plans/11-http-server-routes.md (8 phases, ~120 LoC) — depends on plan 09

Tier gate: plan 11 Phase 1 npm install zod@^3.x (preflight B4). Schemas attach to post-plan-09 endpoint surface (4 session endpoints, folded context endpoints). Plan 12 regression re-run (final).

Post-landing

  • Full reconciliation re-run; all green.
  • Deletion-ledger total landed within ±10% of the reconciliation target (~3,800 LoC after double-count correction).
  • Viewer regression baseline from Tier 1 matches viewer behavior after Tier 6 (modulo bearer-token re-baseline per plan 12 T1 + preflight C10).
  • Full test suite clean on Node 20+.
  • grep -r "ProcessRegistry" src/ returns zero hits in src/services/worker/ (supervisor registry is the only one left).
  • grep -rn "setInterval" src/services/worker/ src/services/worker-service.ts returns zero hits. Zero-timer model: every recurring check is replaced by an event-driven handler, a per-operation setTimeout, or boot-once reconciliation. See 05 Part 4 (revised 2026-04-22).
  • grep -rn "startOrphanReaper\|staleSessionReaperInterval\|reapStaleSessions\|startReaperTick\|ReaperTick" src/ returns zero hits.
  • grep -rn "POLL_INTERVAL_MS\|MAX_WAIT_FOR_SUMMARY_MS" src/ returns zero hits (polling loop gone).
  • grep -rn "coerceObservationToSummary\|consecutiveSummaryFailures\|findDuplicateObservation\|stripMemoryTagsFromJson\|stripMemoryTagsFromPrompt" src/ returns zero hits.

Per-plan quick reference

Plan Flowchart Key files touched Critical invariant to preserve
01 3.2 privacy src/utils/tag-stripping.ts, src/services/worker/http/routes/SessionRoutes.ts Every text-ingress point strips memory tags; summary path closes P1 security gap
02 3.3 sqlite src/services/sqlite/** WAL mode, FTS5 triggers, tables unchanged; only constraints + columns added
03 3.7 parsing src/sdk/parser.ts, src/services/worker/agents/ResponseProcessor.ts, src/sdk/prompts.ts Atomic obs+summary TX preserved; parser contract enforced (no coerce)
04 3.4 chroma src/services/sync/ChromaSync.ts Writes to SQLite never blocked by Chroma; chroma_synced flag drives backfill
05 3.5 context src/services/context/**, src/services/worker/search/ResultFormatter.ts, src/services/worker/knowledge/CorpusRenderer.ts Agent + Human outputs byte-identical post-refactor
06 3.6 search src/services/worker/SearchManager.ts, src/services/worker/search/** All three search paths preserved; 503 on Chroma-down, no silent fallback
07 3.8 session src/services/worker/ProcessRegistry.ts (deleted), src/services/worker/worker-service.ts, src/services/worker/SessionManager.ts Subprocess crash recovery preserved via child.on('exit') handlers (already wired); previous-worker-crash orphans cleaned via boot-once killSystemOrphans(); abandoned-session cleanup via per-session setTimeout(deleteSession,15min) scheduled on last-generator-completion. No repeating background timers.
08 3.12 transcripts src/services/transcripts/** Codex JSONL ingestion preserved; session_end → queueSummarize still triggers
09 3.1 hooks src/cli/handlers/**, src/services/worker/http/routes/SessionRoutes.ts Hook exit codes preserved; Windows Terminal tab behavior (exit 0) preserved
10 3.11 corpus src/services/worker/knowledge/**, src/services/worker/http/routes/CorpusRoutes.ts Build / query / rebuild / delete HTTP surface preserved; prime/reprime removed
11 3.9 http src/services/worker/http/**, all route files All user-facing routes preserved; SSE preserved; admin endpoints preserved
12 3.10 viewer tests/viewer-lockdown/* (new) No source changes; invariants I1I12 hold

If something goes wrong

  1. Read 08-reconciliation.md Part 5 gaps ledger first — the issue may be a known blocker or coordination item.
  2. Check preflight status at the top of this file. A missed preflight is the most common drift source.
  3. Do not "fix" by widening scope. If a plan phase fails, the fix goes in that phase or a follow-up plan. Do not hand-edit the codebase outside the plan's scope.
  4. If a plan's file:line citation is stale (file has moved or line numbers shifted because an earlier tier already edited it), note it in the plan body as a > **Live correction YYYY-MM-DD**: block and proceed with the updated location. Do not re-run the subagent that wrote the plan.
  5. If reconciliation after a tier fails the deletion-ledger check by more than ±15% below target, a plan's deletions were incomplete. Re-read the plan's Phase verification blocks; the missing greps point to the undone work.
  6. If a plan reports "blocked" because an upstream plan's assumption doesn't hold, escalate to the user with the plan file + phase number + the broken assumption. Do not improvise.

Why this file exists

07-master-plan.md describes the split-and-dispatch strategy. 08-reconciliation.md captures the snapshot of the 12 plans and the preflight decisions. Neither is a runbook with live state — they're snapshots. This file is the living execution record: it says what to read, what to skip, what to check off, and what rules prevent drift. An agent picking up the work cold reads this file first and can orient from here without having to reconstruct the state from 20 prior docs.