memory: /snapshot — Worldtree SDK (#371) decision + issue-#1 drift fix

Capture this session's durable state: the "fork Rata for a SillyTavern-style
app?" question resolved to don't-fork — Worldtree owns an official Conversation
API SDK (WT #371), seeded from Rata's client spine; the app is a fresh TS
sibling. New Current-state thread + Recent-decisions entries + a full-arc detail
file; arbo-fork decision preserved with the arbo-vs-SDK priority flagged as an
open operator question. Auto-archived 35 settled 2026-06-14..06-18 entries
(19 Recent, 16 Tried) to archival-memory.md. Handoff refreshed.

archival-memory.md

@@ -63,6 +63,85 @@ The 2026-05-20 → 2026-05-29 cluster: the original debug-TUI/web build era, bef
 - `[2026-06-15]` **Providers run as dev-box BACKGROUND SHELLS, not infra-ops/systemd** (operator call — it's a dev box). `ratatoskr-provider` (affect) + `ratatoskr-memory-provider` as background processes; no productionization track.
   _Archived 2026-07-17._
 
+
+The 2026-06-14 → 2026-06-18 cluster: the Bifrost-provider second-identity build era (#17/#18 self-drive+observe, #295/#296 cold-recall diagnosis, agent_self lattice). Archived 2026-07-18.
+
+`[2026-06-15]` **Affect plane shipped (v0.17.2) + LIVE-PROVEN end-to-end against real Worldtree v0.35.2.** Personal handshake 200 + `affect.emit` 200 from `10.250.50.152` → durable row persisted (opacity held). HS256 key = the consumer's Heimdall API-key STRING utf-8-encoded (NOT base64/raw — the tripwire); cross-subnet route + `BIFROST_CLIENT_ALLOWED_HOSTS` allowlist all held (infra-ops-owned). worldtree-dev confirmed ADR-0009 holding as designed.
+
+_Archived 2026-07-18._
+
+`[2026-06-16]` **#295 cold-recall miss root-caused — UPSTREAM, scope-axis asymmetry.** A self-driven bound cold-recall probe captured the inbound pair via the observe log: Worldtree's recall filter carries `{end_user, agent_self}`; our chunks were `{end_user}`-only; AND-matching dropped everything on `agent_self` → 0 hits. Our store + search are SOUND; fix is Worldtree-side. F2 (question-promotion) → **#296**; F1 (recall-miss) → **#297**.
+
+_Archived 2026-07-18._
+
+`[2026-06-16]` **agent_self → make it CANONICAL (operator decided A).** bifrost's reference lattice was `{end_user, group, tenant}` only (agent_self → `invalid_filter` 400); Worldtree emits agent_self (#248). Operator chose canonical-not-re-expressed; worldtree-dev filed the lattice-addition with bifrost-dev. Implication: our store's permissive axis-acceptance becomes CORRECT once bifrost adds agent_self.
+
+_Archived 2026-07-18._
+
+`[2026-06-16]` **Self-drive auth identity: bound session-create uses the CONSUMER Heimdall key as bearer, NOT `WORLDTREE_API_KEY`.** Worldtree signs the Bifrost handshake JWT with the session-create bearer (canary key → handshake 401; consumer key → 200). Two keys, two identities. Proven by hand; documented in `docs/bifrost-self-test.md`; load-bearing for #17's Bind half.
+
+_Archived 2026-07-18._
+
+`[2026-06-16]` **Issue #17 v1 scope locked (operator 1A/2A): single-plane bind + dispatch-layer op-feed.** `BifrostBindingRequest` is one `endpoint_url` (one plane per session); composite-both-planes endpoint PARKED (→ now #18). Observe = structured op-feed at the DISPATCH layer (bifrost passes ctx to upsert_many but NOT search/get/delete — `memory.py:244`), session-level correlation; turn-correlated pane UI PARKED. Contract `docs/contracts/issues/17.contract.md` written + `/heid`-reviewed.
+
+_Archived 2026-07-18._
+
+`[2026-06-16]` **agent_self lattice SHIPPED both sides → our axis-validation gap CLOSED (v0.17.5).** bifrost 0.7.0 / wire v0.5 adds agent_self to `{end_user,group,tenant,agent_self}` (#10, driven by our foot-gun flag); Worldtree pinned 0.7.0 (v0.35.11). We DID add `_validate_scope_filter` (4-axis) to match the reference (purely additive; out-of-lattice → InvalidFilter).
+
+_Archived 2026-07-18._
+
+`[2026-06-16]` **Repinned bifrost 0.7.0→0.8.0 + reimplemented memory `search` to the v0.6 scope split (operator-directed).** `scope_filter` → `scope_all` (AND) + `scope_any` (OR/union over a list of conjunctive scopes), bifrost #11 — the canonical resolution of the #295/#297 silent-zero. The reference now does OR via `scope_any` (a NEW field — additive split, not a flip of AND). Store / contract (v1.2) / tests at parity with the v0.6 reference; provider bounced onto 0.8.0 with a wiped DB. Shipped v0.17.6 (`96d61a4`). **(SUPERSEDED the earlier "do NOT flip `_scope_matches` to OR" note.)**
+
+_Archived 2026-07-18._
+
+`[2026-06-17]` **Worldtree spec pin bumped v0.29.0→v0.35.16 (`562001a`→`f1b59f8`); cold recall closed on the WIRE.** Worldtree shipped #297 (client-side per-scope-value union recall) + #298/#299 (adopt the bifrost v0.6 `scope_any`/`scope_all` wire) — emits `scope_any` on recall, pairing with our v0.17.6 provider. Re-vendored the spec; diff-reviewed the 285-commit catch-up — no client-breaking changes. `pin:`-only commit, no bump.
+
+_Archived 2026-07-18._
+
+`[2026-06-17]` **End-to-end cold-recall proof RAN — our stack proven, #296 isolated.** Against personal WT v0.35.16 with restored `ratatoskr:sindra`: #297/#298 union recall, write path, and cold read ALL proven. Lone gap = upstream #296 extraction quality (the WIRE closed; fact-recall was #296-blocked).
+
+_Archived 2026-07-18._
+
+`[2026-06-17]` **DELETE+redefine `ratatoskr:sindra` (operator-authorized; pre-v1 debug surface).** She SURVIVED the rebuild but was STALE (dead model + no memory block); memory is immutable post-define, so DELETE+redefine was the only path. v0.35.16 define takes **`role`** (capability), NOT `model`: `role:"character"` → first-healthy bind `mistral-small-4`; `memory:{}` trips the promotion gate (GET does NOT echo `memory_config`). Our `tier3.py` define is Phase-2.0-stale — untracked modernization follow-up.
+
+_Archived 2026-07-18._
+
+`[2026-06-17]` **Promotion = 4-trigger hybrid (worldtree-dev, code-grounded):** salience (regex, 90s rate-limit) / `turn_count≥6` / context_pressure / **idle `≥10min` (unconditional on quality)**; per-turn `plan_promotion_run` for consumer_defined. **DELETE does NOT drain/promote** (delete-is-delete, #276) — idle `≥10min` is the deterministic flush.
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **#296 Stages 1+2 closed.** Stage 1 (v0.35.19, recallability admission gate) validated live for normal turns; bisect localized the residual to verbose-persona VOLUME crowd-out. Stage 2 (v0.36.0, MERGED at worldtree-codex) = user-only one-call-per-turn extraction, the STRUCTURAL fix; hard-linguistic layer → Worldtree #305 (we handed over a live-validated eval fixture PAIR). Full-coverage re-smoke: verbose `sindra-probe` promoted the fact cleanly + cold-recalled @ 0.694 under v0.36.0.
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **#17 implemented end-to-end via direct in-session TDD** (6 patch bumps `v0.17.8`→`v0.17.13`, suite 470 green). Slice order: bind primitive → op-feed → CLI → TUI → web(server) → web(UI). Tests drive the REAL bifrost dispatch via minted JWTs (`bifrost.core.dispatch_jwt.mint_dispatch_jwt`) — the "test against the shipped lib" posture, not hand-mocked envelopes. Op-feed reads `session_id` off the dispatch JWT `sub` claim (the contract open-q, resolved YES at the ASGI layer where the JWT is always present — `bifrost.reference_server._dispatch_auth.DispatchContext.session_id = payload["sub"]`). bifrost wire facts captured in-code: memory envelope `{operation, args}`→`memory_result(**payload)`={success,...}; verbs bare (search/upsert_many/get/get_many/delete_many); affect `{operation:"affect.emit"}`→`{success,stored}`; error envelope `{code, message}`; scopes `memory:read|write`.
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **#17 live-smoke PROVEN — the whole thesis validated.** A self-driven bound CLI session showed, from the PROVIDER side, exactly which memory ops a turn produced (2 recall searches, exact bound session_id, real union-recall scopes). Negative (canary→auth_rejected) NOT live-constructible (Tier-1 agents aren't memory-bindable; a wrong key for an owner-scoped agent fails at agent-auth before the handshake) — covered by the unit test + prior hand-proof.
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **Fixed a pre-existing test-isolation bug exposed by the #17 CLI tests** (`0bebad7`): `test_no_textual_import` did a live `importlib.reload(ratatoskr.cli)` that mutated the shared module in place, breaking class identity (`isinstance`/`pytest.raises`) for every test ordered after it. The real check is the static source-grep; the reload was vestigial → removed. Lesson: never `importlib.reload` a shared module in a test without restoring it.
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **#18 filed (composite endpoint + PAD read-endpoint) — DEFERRED, tracked at Gitea #18.** Two pieces: (1) a composite Bifrost facade (new port e.g. `:8392`) fronting BOTH `:8390`+`:8391` advertising both caps at handshake → one session binds both planes (un-parks the #17 open-q; bifrost reference_server already mounts both planes in one app → thin combined builder; needs per-plane failure-status + the op-feed deriving plane PER-REQUEST from the path instead of its fixed `plane` param). (2) a non-bifrost PAD read-endpoint on the affect provider (recommended over web-reads-`affect.db`-directly) → web persona pane renders PAD/valence from OUR `:8390` store. **Composite half APPROVED by operator ("A is correct"); contract-first next.** **Persona-telemetry diagnosis (verified):** affect bind persists PAD (vuong: pleasure +0.146, familiarity 0.18→0.59 over 8 turns) but the pane reads Tier-3-404 `persona_state` AND Tier-3 emits ZERO `affect_update` SSE (wire-verified) — both WT sources dead, so #18's PAD-display half is the only path. `affect.fetch` over bifrost is RESERVED/blocked but irrelevant (we own the store). Proposed: fast-track the PAD-display half now (awaiting operator go), keep composite contract-first.
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **#18 SPLIT; Deliverable 1 (composite) routed to bifrost — Option C (operator).** D2 (PAD read-endpoint, our-side only) fast-tracked; D1 (composite `:8392` endpoint) routed to bifrost-dev to add a PUBLIC `build_combined_app` rather than hand-roll one from bifrost privates — because ratatoskr is a debug surface that must exercise the CANONICAL surface ("don't go off the reservation"). The Heid framing-panel had unanimously recommended hand-rolling (Option B) — DISCARDED as wrong-grounded (the panel lacked the canonical-surface principle; their own finding that B reaches external/underscore-private names actually vindicated C). bifrost-dev confirmed: clean additive minor (~`v0.9.0`), design locked (advertise-by-store-PRESENCE handshake — no health probe; per-route call-time isolation within a shared ASGI process), slotted after WT #289. [principle → auto-memory `feedback-debug-surface-uses-canonical-surface-only`]
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **FR-1 RESOLVED — the composite premise was unverified, now wire-proven: single-endpoint, caps-routed.** The Heid panel's sharpest catch (Regin): "advertise both caps → Worldtree dispatches both planes to one endpoint" was an ASSUMPTION about WT dispatch, stated as fact. worldtree-dev verified IN CODE: one `BifrostClient` per session (single `_endpoint_url`), handshake `capabilities_granted` parsed INDEPENDENTLY into memory+affect sets, both stores attach off the SAME endpoint iff their cap was granted (`service.py:2597/2703-2713/2745-2751`, `bifrost_client.py ~357-369`; tests `test_tier3_bifrost_{memory,affect}_routing.py`). So D1 is **bifrost-only, ZERO Worldtree change** — #18's "no WT change needed" assumption was correct.
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **#18 D2 implemented via direct in-session TDD (suite 470→482).** Provider read route `GET /affect/state/{agent_id}` added via `app.add_route` (NOT an outer `Mount` — keeps `/bifrost/*` top-level so the existing route test + the op-feed path-check stay valid); web `GET /api/affect/{agent_id}` proxy (server-supplied `end_user_id`, colon-id `quote()`'d, `RATATOSKR_AFFECT_READ_URL`); pane renders the affect-emit shape honestly. Contract `docs/contracts/issues/18.contract.md` (D2-scoped; D1 deferred). **heid-code-review panel (Gróa 5 / Hulda 3 / Regin 0): 1 real INV-001 drift + 4 test-gaps, all fixed.** No contract amendments (code was wrong, contract was right).
+
+_Archived 2026-07-18._
+
 ## Tried and abandoned (archived)
 
 The 2026-05-20 → 2026-05-28 cluster: original-build-era foot-guns. Archived 2026-06-18.
@@ -85,3 +164,69 @@ The 2026-05-20 → 2026-05-28 cluster: original-build-era foot-guns. Archived 20
 - `[2026-05-27]` **`get_persona_state` mocked flat error envelope; real Worldtree wraps in `detail`.** v0.12.0 tests used `{"error_code": "auth_scope_denied"}` but real wire (FastAPI default) returns `{"detail": {"error_code": "auth_scope_denied", "message": "…"}}`. The parser only checked top-level so the typed exception was never raised; calls fell through to `SessionApiFailed(403)`, which the web persona endpoint surfaced as HTTP 500. v0.15.1 patches both shapes. **Lesson: test-side mock envelopes must match the REAL wire shape; live smoke is load-bearing for envelope-shape verification, not just happy paths.**
 - `[2026-05-27]` **Mid-session `system_prompt` mutation: universal omission across surveyed mature systems.** brokkr-smithy R13 panel (3-arm, strong convergence) confirmed: no surveyed system ships live PATCH-on-active-session (OpenAI Assistants/Responses, Anthropic Messages, Vertex AI, MCP, LangChain, LlamaIndex, Ollama, vLLM). The omission IS the answer. 12 additional threat vectors beyond ratatoskr's initial 7. **Don't re-propose this for ratatoskr;** if a future production conversational shell wants iterative-prompt-tuning ergonomics, the consensus shape is fork-via-client (PATCH agent → new session → replay context).
 - `[2026-05-28]` **Browser-local turn_id used for upstream cancel URL — old cancel tests ENCODED the bug.** Web companion v0.15.x cancel paths posted to `/sessions/{sid}/turns/{LOCAL_ID}/cancel`. Tests mocked the local-id URL so they encoded the bug rather than detecting it. Hulda caught it in Heid pass 1. Fix in v0.16.0: capture upstream_turn_id from the first SSE event's `sse_id.turn_id`; all cancel paths use it; cancel before first event is `{"cancelled": false, "reason": "not_started"}`. **Rule: when designing cancel/match paths against an external service, test fixtures must mock what would actually be hit upstream — mocking your own derived id encodes the bug instead of catching it.**
+
+The 2026-06-14 → 2026-06-18 cluster (foot-guns from the same era). Archived 2026-07-18.
+
+`[2026-06-14]` **Artifact-only contract review can't validate against a dependency's ACTUAL behavior.** `/heid-contract-review` sees only the contract, never the external library (bifrost) — so "the consumer under-built against bifrost's real semantics" is invisible to it by construction (the affect idempotency model shipped wrong because of this). Real-lib TDD against the shipped library + the executable reference store + the #195 parity test are the gate. Don't treat a clean contract review as evidence the code matches the dependency.
+
+_Archived 2026-07-18._
+
+`[2026-06-15]` **"Sindra hasn't been registered" was an under-verified inference — WRONG.** Concluded it from grepping ratatoskr's CODE (`sindra` absent from `src/`), but Tier-3 registration is SERVER-SIDE (`POST /agents/define`) — a code grep structurally can't see it. **Rule: to check whether a Tier-3 agent exists, query the Worldtree instance, never the consumer repo's code.** (Extended 2026-06-17: even `GET /agents` can't see consumer agents; only `GET /agents/<owner>:<name>` with the owner key does.)
+
+_Archived 2026-07-18._
+
+`[2026-06-15]` **"byte-equal" round-trip slip propagated affect→memory via copy-paste.** The affect contract's byte-identical→semantic fix reappeared in the memory contract's INV-001 (sibling copy). Only an INDEPENDENT `/heid-contract-review` of the memory contract re-caught it. **Paraphrase every sibling contract fresh — don't amortize one review across a family; copies carry the parent's slips.** (also a feedback auto-memory)
+
+_Archived 2026-07-18._
+
+`[2026-06-15]` **Memory plane TDD'd + shipped** (commit `cd12951`, v0.17.3). Impl decisions worth keeping: vec0 `distance_metric=cosine` at table creation (`score = 1 − distance`); `search` over-fetches ALL candidates by cosine then scope-filters in Python so `top_k` counts IN-SCOPE hits; idempotency_id = reference 4-tuple `("default",verb,_ctx_actor(ctx),key)` pipe-joined as the SQLite PK, digest = sha256 canonical-JSON; `_ctx_actor` = `job_id|jwt_sub|session_id`. heid-code-review returned zero true drift; optimistic-lock semantics pinned to the reference via an `expected_revisions` parity test.
+
+_Archived 2026-07-18._
+
+`[2026-06-15]` **Memory provider LIVE-PROVEN against personal v0.35.3; recall-injection is upstream.** worldtree-dev's Tier-3 promotion recipe: memory-call fires from Tier-3 PROMOTION, gated at `service.py:2623` on `ctx.kind=="consumer_defined"` AND `ctx.memory_config is not None` (agent DEFINED WITH a `memory` block, dim 1024) AND handshake-granted memory caps AND `embedding_dim==1024`. Binding = `POST /sessions BifrostBindingRequest{endpoint_url}`, handshake `caps=["affect","memory"]`, **`binding.scope` null** (per-op scopes auto-minted). A `BIFROST_CLIENT_ALLOWED_HOSTS` allowlist gates the endpoint (infra-ops added `:8391`). HTTP + HS256 both work in dev.
+
+_Archived 2026-07-18._
+
+`[2026-06-15]` **Diagnostic: our recall-search is SOUND — the cross-session recall gap is UPSTREAM, and it caught an upstream bug.** Embedded the recall query via gateway `qwen3-embedding` + searched our live store directly → the fact recalls at cosine 0.60, correctly ranked. So the cold-session recall failure is Worldtree's recall-assembly/injection, NOT our search. ALSO found a latent UPSTREAM bug: a recall QUESTION got promoted as a durable chunk and ranked #1. **This is exactly #17's thesis — ratatoskr-as-provider caught an upstream bug invisible from the chat side.**
+
+_Archived 2026-07-18._
+
+`[2026-06-15]` **"Wire 200 ≠ recall works" — prove recall efficacy at the model's answer in a COLD (history-free) session, not on the wire.** A `search`/memory-call returns 200 whether or not its results are injected, and same-session "recall" can be plain session history. Don't call cross-session recall proven from a clean wire.
+
+_Archived 2026-07-18._
+
+`[2026-06-16]` **My #295 coupling hypothesis (the promoted question crowds out the fact at small top_k) was REFUTED** — worldtree-dev's recall over-fetches `top_k=128`, so the question can't crowd the fact out at search level. The real cause was the scope-axis asymmetry. Lesson: offer provider-side hypotheses, let the upstream owner check them against their code.
+
+_Archived 2026-07-18._
+
+`[2026-06-16]` **#17 contract drifted from its own design in two spots, caught only by `/heid-contract-review` (not same-author paraphrase):** the `OpEvent` dataclass omitted the `turn_id` INV-005 promised; a `session_id` comment contradicted the dispatch-layer design. Cross-model paraphrase is load-bearing for catching an author's own contract-vs-intent drift.
+
+_Archived 2026-07-18._
+
+`[2026-06-16]` **"No promotion" was checked TOO EARLY — Tier-3 promotion is ASYNC (lands AFTER the SSE turn-end).** Don't trust an immediate post-turn fixture snapshot to judge promotion; it lands after the turn completes. (The reason #17's contract pins a post-turn grace window + fixture before/after assertion.)
+
+_Archived 2026-07-18._
+
+`[2026-06-17]` **"sindra is GONE" (infra-ops, from `GET /agents` + admin token) was a FALSE NEGATIVE.** Consumer-defined Tier-3 agents are OWNER-SCOPED (separate `consumer_agents` table) — invisible to the foundational `GET /agents` roster even with an admin token. To check, `GET /agents/<owner>:<name>` with the OWNER key.
+
+_Archived 2026-07-18._
+
+`[2026-06-17]` **"Promotion didn't fire → #296" was PREMATURE — twice over.** (1) Polled the op-feed only ~2min, but the upsert landed at ~4min — promotion is async + multi-trigger; watch a longer window. (2) It DID fire; the real bug is extraction QUALITY, not non-firing. "No upsert while a session is live and `<10min` idle" is WAD.
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **Wiping our `:8391` store does NOT reset Worldtree's promotion-side dedup** — a same-agent re-smoke returned `reason_code=noop_duplicate` / `candidate_count=0`: the extractor NEVER RE-RAN, dedup short-circuited against an earlier promotion. **For a clean promotion smoke, use a BRAND-NEW agent + end_user (never-used names).** (Also: `llm_calls_used=0` is NOT the "did the extractor run" tell — `noop_duplicate` is.)
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **`affect.emit` is POST-TURN ASYNC — checking the op-feed immediately after a turn MISSES it.** The Tier-3 affect appraise→emit→rehydrate loop runs AFTER the SSE `[done]`; the emit lands in our `:8390` store seconds later (op-feed grep right after `[done]` showed only the handshake; the `emit stored:true` appeared on a later read). Same family as the async-promotion timing trap. Watch a few-second window post-turn before concluding "no affect emitted." Also wire-verified the same turn: Tier-3 sindra emits ZERO `affect_update` SSE (the persona-strip SSE path never populates for consumer agents) — see the #18 PAD-display decision.
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **Rationalized away a KNOWN contract-invariant deviation during TDD — only the cross-model code-review caught it.** #18 D2's `loadAffect` called `setPersonaStrip(snap)`, which renders `dominant_emotion || "neutral"`; the affect snapshot has no `dominant_emotion`, so it fabricated a "neutral" emotion — violating the very INV-001 ("no synthesized Tier-1 fields") I had WRITTEN. I knew the strip did this and talked myself into it as acceptable. Neither the design panel nor TDD caught it (unit tests don't exercise the JS render); the post-implementation `/heid-code-review` did (Gróa + Hulda both). **Lesson: a known deviation from a contract invariant is drift even when you've rationalized it — flag it, don't argue yourself past it; the post-implementation cross-model review is the backstop for author-rationalized drift, distinct from the design-stage panel.**
+
+_Archived 2026-07-18._
+
+`[2026-06-18]` **Latent SQLite thread-safety bug in the affect store, surfaced ONLY by the new HTTP read route.** `open_affect_store` created the connection without `check_same_thread=False`; the bifrost emit path never tripped it (uvicorn's loop ran on the connection's creating thread), but the `TestClient`-driven read route runs handlers off a worker thread → `sqlite3.ProgrammingError`. Fix: `check_same_thread=False` (safe — the event loop serializes access) + explicit `PRAGMA busy_timeout=5000` (don't rely on sqlite3's `timeout=5.0` default). **Lesson: a sqlite-backed ASGI app needs `check_same_thread=False`; the HTTP-layer test exposed what the direct-store-method tests structurally couldn't.**
+
+_Archived 2026-07-18._