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ThothII metadata publication and Qdrant revision seams

Research question: Which existing workspace, snapshot, preprocessing, Qdrant, session-pinning, and runtime read-only contracts constrain metadata publication without changing the NL→SQL workflow?

Last verified: 2026-08-31

Validity: Active architectural research; the catalog-to-core integration described below is still deferred, not implemented.

Current authorities: PROJECT_STATE.md, workspace-evidence-v3.md, workspace-preprocessing-cli.md, tht-dwh.md, ADR-0001, and ADR-0004. These sources and current code override this research note if they diverge.

Revalidation against the current implementation

Finding Status on 2026-08-31 Current evidence and consequence
PostgreSQL metadata authority in the existing Fastify backend Adopted/current ADR-0001 and ADR-0004 are implemented; the catalog is the management-plane authority.
Git workspace revision, immutable registry snapshot, and revision-pinned runtime Adopted/current Registry activation and the Workspace Evidence v3 contract still provide the publication boundary for runtime-owned files.
Qdrant read isolation for schema and Evidence by workspace_id + workspace_revision Adopted/current QdrantVectorStore.search() applies _revision_filter() to schema/Evidence; Memory and solved questions intentionally remain workspace-wide (harness/tht/adapters/vector/qdrant.py).
Physical schema as a file in the Git publication Superseded clarification physical.yaml is owned by the immutable .tht-dwh generation selected by ACTIVE, not by the Git workspace revision (DWH contract). Git currently supplies the revision-pinned curated schema/annotations.yaml.
Catalog-to-core publisher Open/deferred No current route or service projects catalog records into core artifacts. PROJECT_STATE.md explicitly defers the schema-linking integration (PROJECT_STATE.md:160-171).
Explicit Core Schema Selection Open/deferred The workspace descriptor selects one database and one physical schema, but has no table/column allowlist (backend/src/workspaces/schema.ts); no catalog selection is handed to tht.
Cross-revision hash lookup used by schema synchronization Open defect Reads are revision-filtered, but existing_hashes() is not. A same-key/same-content point from an older revision can suppress the required upsert into the new revision (harness/tht/adapters/vector/qdrant.py, harness/tht/cli/vector_cmd.py).
Deletion/GC Current for Evidence; open for schema Evidence has generation inventory, retention, compensation, and exact-generation deletion. sync_canonical_records() never deletes schema records absent from the new canonical set, and no revision-retention GC exists for schema points.
Annotation consumption Current but incomplete M-Schema rendering and schema embeddings consume Annotations; tht schema columns still returns only physical comments, so F4 does not display annotation descriptions (harness/tht/cli/schema_cmd.py, harness/.pi/extensions/tht-gate.js).

Conclusion

The lowest-impact proposed publication seam is not a new writer inside the NL→SQL workflow and is not a direct CRUD-to-Qdrant path. The existing core consumes an introspected PhysicalSchema from the active immutable DWH generation and a curated, Git-revision-pinned Annotations document. A future explicit publication operation should project the approved catalog subset into a new Core Schema Selection contract and the curated annotations, activate a new immutable Git revision, and then invoke the existing workspace index-schema preprocessing operation. Qdrant remains a derived, rebuildable projection. None of this catalog-to-core handoff exists yet; PROJECT_STATE.md:160-164 deliberately defers it to the next design gate.

The proposed flow would preserve the existing runtime path:

approved catalog data
  -> explicit Core Schema Selection + curated annotations projection (future)
  -> workspace Git revision (annotations and selection contract; physical.yaml stays DWH-owned)
  -> immutable registry snapshot
  -> revision-bound runtime configuration
  -> existing tht vector index-schema
  -> Qdrant records filtered by workspace_id + workspace_revision
  -> existing retrieval_pack / schema render / F4 review

The complete database inventory remains in the Metadata Catalog. Only an explicit Core Schema Selection and approved semantic fields should be projected into the artifacts used by the SQL workflow. ThothII does not currently model or publish that table/column-level selection, so both the projection contract and its operational publisher are new work.

1. Current authority and publication boundary

The workspace descriptor identifies one PostgreSQL database and one physical schema, plus one workspace-owned Qdrant collection; it has no table or column allowlist (backend/src/workspaces/schema.ts). Consequently, a full-database metadata catalog and the subset eligible for the SQL core cannot be represented as the same current descriptor object.

The existing public contract makes the Git workspace repository curator-owned. Changes occur in a separate authoring clone followed by installation pull, and the API does not write workspace, schema, or Evidence paths (Workspace Evidence v3 contract). Therefore a browser CRUD service cannot silently make its PostgreSQL state authoritative for the core without either:

  1. exporting/committing a deterministic workspace projection through the existing curator flow; or
  2. deliberately replacing this Git-authority contract.

The first option preserves current architecture and session reproducibility.

Registry activation validates every descriptor at one exact commit, validates and synchronizes the commit's schema/annotations.yaml, and rejects duplicate ownership of a Qdrant collection (backend/src/workspaces/registry.ts, backend/src/workspaces/git-repository.ts, backend/src/workspaces/annotations-sync.ts). It writes the candidate snapshot into a staging directory, records file digests in snapshot.json, atomically renames the directory, and only then moves active state (backend/src/workspaces/registry.ts). That is the existing atomic publication boundary to reuse.

2. Canonical schema inputs already consumed by the core

The harness separates source facts from curated semantics:

  • PhysicalSchema contains database/schema identity and tables; table facts include comments, columns, physical foreign keys, and indexes; columns contain type, nullability, primary-key, default, source comment, examples, and eligibility (harness/tht/mschema/models.py).
  • Annotations contains curated table descriptions, concepts and notes, column descriptions, synonyms, concepts, evidence, notes and eligibility overrides, plus logical foreign keys (harness/tht/mschema/models.py).

Rendering already gives annotations precedence over source comments and merges physical and logical foreign keys. It also applies column eligibility before producing M-Schema context (harness/tht/mschema/render.py). This makes Annotations the natural narrow projection target for approved descriptions, synonyms, logical relationships, and eligibility from the new catalog.

There are two current compatibility gaps:

  • schema_records() embeds table descriptions/concepts and column descriptions/synonyms/examples, but does not include physical or logical foreign keys in vector record content (harness/tht/vectorstore/records.py). Relationships still reach the model through deterministic schema rendering, not through schema candidate embeddings.
  • The F4 widget loads columns with tht schema columns (harness/.pi/extensions/tht-gate.js), but that command still returns only PhysicalSchema.comment values and does not merge Annotations (harness/tht/cli/schema_cmd.py). A publisher that writes only annotations would improve vector search and rendered M-Schema but not the table/column descriptions displayed by this existing reviewer widget. Fixing the command to use the existing merged description helpers would preserve the workflow shape while closing the inconsistency.

3. Existing preprocessing seam

workspace index-schema is already the supported operator seam. It creates a revision-bound runtime, checks collection compatibility, and runs the harness command vector index-schema --json (backend/src/workspaces/preprocessing-service.ts, workspace-preprocessing-cli.md). The full preprocessing operation performs DWH preparation, FK suggestion/review, schema indexing, and optional Evidence preprocessing as separate resumable stages (backend/src/workspaces/preprocessing-service.ts). Metadata-only publication should normally use the narrow index-schema operation after its workspace artifacts are valid, rather than coupling catalog CRUD to the full pipeline.

The harness indexer reads the active immutable physical schema and revision-specific annotations, constructs schema records, embeds only changed content, and writes them through the configured vector adapter (harness/tht/cli/vector_cmd.py). Its machine result carries the physical/annotation artifact digests, workspace revision, collection, and counts (harness/tht/cli/vector_cmd.py). This is the right place to retain publication evidence and audit linkage.

Preprocessing state is already revision- and binding-aware. A resumed job must match operation, workspace revision, descriptor/catalog blobs, runtime config and binding digests or it fails with preprocessing_resume_mismatch (backend/src/workspaces/preprocessing-state.ts).

There is an important operational gate: every preprocessing operation calls assertSessionInventoryCompatible; a non-finalized, non-archived session pinned to another revision blocks preprocessing (backend/src/workspaces/preprocessing-service.ts, backend/src/workspaces/preprocessing-state.ts). A catalog publication UX must expose this as a pending/blocking condition rather than report a generic indexing failure.

4. Qdrant identity, payload and collection contracts

The collection contract is fixed at the descriptor's dimensions/distance and eight keyword payload indexes: content_hash, document_id, kind, record_key, record_kind, vector_generation, workspace_id, and workspace_revision (backend/src/workspaces/qdrant-collection.ts). self_heal may create a missing compatible collection or indexes; require_existing only validates and refuses an incompatible collection (backend/src/workspaces/qdrant-collection.ts). The publication path must use this shared manager instead of inventing collection setup.

Schema payloads include both the workspace and workspace revision, record identity, semantic kind, content and content hash (harness/tht/vectorstore/records.py). Qdrant point IDs for schema and Evidence also include the revision, and upserts use the same revision in the payload (harness/tht/adapters/vector/qdrant.py). Reads always filter by workspace_id; schema and Evidence reads additionally filter by the bound workspace_revision, while memory and solved-question records intentionally remain workspace-wide (harness/tht/adapters/vector/qdrant.py:125-145).

This means an approved semantic change needs a new workspace revision if old sessions must retain their previous view. Directly overwriting points under the same Git revision would mutate the meaning of that supposedly immutable revision; adding an independent catalog-publication version would require changing the current runtime filter contract.

Qdrant synchronization defect to resolve before catalog publication

The current incremental schema synchronizer compares canonical records by content hash and upserts changed records, but it has no deletion step (harness/tht/cli/vector_cmd.py:77-99). More importantly, QdrantVectorStore.existing_hashes() filters by workspace and record kind but does not apply _revision_filter() (harness/tht/adapters/vector/qdrant.py:266-286), even though point IDs and reads are revision-scoped. Therefore a same-key/same-content record from an older revision may be classified as unchanged and never written under the new revision. This is an implementation defect/risk inferred directly from the two code paths, and it should be fixed and regression-tested before the catalog relies on index-schema for multi-revision publication.

Deletion/GC must be stated per record family. Evidence cleanup is implemented: the corpus pipeline retains the configured number of published generations, protects active/job-referenced generations, and calls exact-generation deletion for evicted or compensated generations (harness/tht/evidence/corpus/pipeline.py, harness/tht/adapters/vector/qdrant.py:350-390). Schema cleanup is not implemented: delete_kinds() exists as a workspace-scoped adapter primitive, but the schema synchronizer never calls it, it is not revision-scoped, and there is no retention policy for old schema revisions. Publication therefore still needs exact current-revision deletion semantics and separate safe GC for unleased historical schema revisions.

5. Session pinning and why the SQL workflow can remain unchanged

Normal session creation acquires an immutable registry revision, passes its snapshot path, workspace ID and commit to tht session new, and only releases the retention lease after the manifest has been persisted (backend/src/routes/sessions.ts). The manifest stores workspace_id and workspace_revision next to database/schema identity (harness/tht/session/store.py). Resume and saved-SQL paths reopen that exact retained snapshot rather than the current installation default (backend/src/routes/sessions.ts, backend/src/routes/sql.ts).

The runtime renderer places the same workspace revision in runtime_identity, points the harness at the descriptor-owned Qdrant collection, and supplies the internal embedding service (backend/src/workspaces/runtime-renderer.ts). The vector adapter is constructed directly from that configuration, including the revision (harness/tht/adapters/factory.py).

At session bootstrap the backend invokes the existing search pack command (backend/src/routes/sessions.ts). That command queries schema records with the existing schema kinds, ranks tables and persists the candidate list (harness/tht/cli/search_cmd.py). The Pi extension reads the persisted retrieval pack through the CLI (harness/.pi/extensions/tht-gate.js), and F4 starts from those candidates while loading full table/column context through existing schema commands. Thus catalog publication can improve the inputs without changing phases, gate semantics, or persisted session artifacts.

6. DWH reuse across metadata-only revisions

DWH preparation uses immutable generations selected by an ACTIVE pointer (DWH contract). The effective-configuration identity deliberately excludes runtime_identity, so a content-only Git revision does not force a database re-introspection (DWH contract). This is the key enabling property for future metadata publication: a new Git revision can carry updated curated annotations and a future Core Schema Selection contract, reuse the compatible DWH-owned physical.yaml, and rebuild only the revision-scoped schema projection. Today only the curated annotations part of that statement exists.

7. Constraints for the Metadata Catalog design

The following remain proposed requirements for the deferred catalog-to-core design gate; they are not claims about current implementation:

  1. Separate full inventory from core projection. PostgreSQL may hold the complete database catalog, drafts and AI-generated text. Only an explicit Core Schema Selection and approved semantic fields are exported to core artifacts/Qdrant.
  2. Publish; do not live-link. CRUD changes are not visible to the SQL workflow until an explicit, audited publication succeeds. A failed projection, Git activation or Qdrant index operation leaves the previous revision active.
  3. Use a new Git revision as the publication identity. This preserves current snapshot, retention, session resume and Qdrant filtering semantics. A separate mutable catalog revision cannot be safely introduced without changing runtime reads.
  4. Respect artifact ownership. Keep introspected physical facts in the immutable DWH generation; project the future Core Schema Selection through an explicit contract and approved semantic edits into Annotations. Keep Mermaid and long-form database documentation outside Qdrant unless a separate record kind and retrieval policy is designed.
  5. Reuse the operator boundary. Trigger workspace index-schema, observe its schema-versioned result and persist its artifact identities. Do not call Qdrant from browser CRUD handlers.
  6. Keep runtime read-only. The session/Pi process continues to read the pinned snapshot, retrieval pack and Qdrant projection. AI generation and catalog writes belong to the separate management control plane.
  7. Surface publication gates. UI status must distinguish Git activation, incompatible/missing collection, resumable-session revision conflict, embedding failure and completed publication.
  8. Repair and test cross-revision schema synchronization first. Scope existing_hashes() to the bound revision, delete records removed from the current revision's canonical schema, and define safe schema-revision GC. Reuse rather than duplicate the already implemented Evidence generation GC.
  9. Close the annotation display gap without changing the workflow. Make schema columns read the same merged descriptions used by M-Schema/vector rendering, so the current F4 widget sees the approved catalog text.

Proposed decision summary for the Wayfinder map

  • Keep the Metadata Catalog as a separate management subsystem and source of editable metadata.
  • Keep Qdrant derived and revision-scoped; it is not the catalog database or source of truth.
  • Publish through immutable workspace revisions plus the existing preprocessing service.
  • Preserve the current NL→SQL workflow, Pi extension, phase model and session artifacts.
  • Add a new, explicit Core Schema Selection contract because no table/column selection exists in the current descriptor.
  • Treat direct same-revision Qdrant writes, implicit CRUD publication, and bypassing the Git snapshot boundary as rejected integration paths.

This summary remains design input. The authoritative current state is that catalog-to-core integration and Sensitive Data Policy enforcement in schema-linking are deferred in PROJECT_STATE.md:160-171.