llm-ingestion-okf/CLAUDE.md
Kjell Tore Guttormsen a27017e635 docs(okf-v0.2): ship to a pilot set before general availability
Operator directive 2026-07-26: consumers are better served by getting the
latest version early and reporting back than by us holding it until we judge
it finished.

This closes a real gap. Every test in the plan -- including V-A8 against
upstream's reference implementation -- asks whether output is conformant.
None asks whether it is usable: whether a bundle is awkward to construct,
whether a rejection message is actionable, whether the profile can express
what a consumer's actual data needs. Only real data surfaces that.

Pilot set is three repos, one axis each, chosen for signal:
portfolio-optimiser-claude for the producer path (one real manifest run),
catalog for gate acceptance (their gate on our fixture, measured rather than
inferred from the regex), and claude-code-llm-wiki for expressiveness across
522 real documents.

The load-bearing design detail is that most of the pilot is read-only on our
side: we run the v0.2 reader over real consumer bundles and send the report.
That needs no adoption, no writes into their trees (O2 holds), and no change
to a contract their operator ratified. Only the producer axis asks a
consumer to do anything, and it asks for one run.

Excluded with reasons rather than silently: okr (Node side not yet lifted),
linkedin-studio (v0.2's provenance families would put implicit pressure on
the ingest/published carve-out we agreed not to normalize), commons (they
are deciding V1 -- a participant, not a test site).

Shipping a provisional surface without owing stability rests on three rules,
not on saying "provisional": OKF_LATEST does not point at v0.2 until GA, so
flipping it is the GA event rather than a merge side effect; the docstring
and CHANGELOG name the pilot repos; and breaking changes during the pilot
get no deprecation cycle. Stating that last one up front is what buys the
freedom to act on feedback -- discovering it later is what turns a pilot
into a de-facto release.

Feedback is requested in five named parts, because unstructured reports are
not comparable across three repos. The one that matters most is "what was
awkward but worked": workarounds are the highest-value signal and never
appear as a failure.

GA exit criteria are testable, and carry one honest limit: a three-repo
pilot exercises only what those three use, so `sources` with usage_window,
multi-verifier `verified`, and Attested Computation will likely go
unexercised. Those stay marked provisional at GA instead of being silently
promoted -- claiming otherwise would be the same unearned-claim pattern that
"conform first, claim after" exists to prevent.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01A2aKJxLejT9S8jYwoZ9fut
2026-07-26 13:50:28 +02:00

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llm-ingestion-okf

Context

Shared OKF (Open Knowledge Format) ingestion library. Three entry doors, one boundary rule:

  • Door A — spec-based ingestion: implements the normative ingest-spec.md owned by portfolio-optimiser-commons (manifest → file/sql/http connector → deterministic materialization of ingest-{id}.md → index generation; zero model calls). This repo IMPLEMENTS the spec; commons keeps authorship. Spec changes the library needs go via commons, never edited locally. The library ships the §11 golden fixtures (byte-exact) for the three door-A source types (ingest-golden-{file,sql,http}/, shipped in 9dd86b1).
  • Door B — bundle inbox: converts dropped files to OKF concepts. All file-type→text extraction lives HERE (the guard is text-only). v1 core: md, txt, csv, json, html (stdlib). pdf/docx/xlsx only via the optional [extract] extra; without it those types are rejected fail-fast.
  • Door C — external bundle import: third-party OKF bundles are assessed per concept via the guard's okf.import_bundle; only concepts clearing the guard's non-blocking floor are merged/indexed here. Two invariants, both load-bearing: a merged concept is written verbatim (this library's line-oriented frontmatter parser cannot round-trip the block lists the guard's parser accepts, so stamping an external concept would destroy sender data and persist bytes the guard never screened), and ownership is therefore proven by content identity — an occupied target name is re-used only when the bytes there are already identical, never overwritten otherwise.

Boundary rule (non-negotiable, zero overlap): llm-ingestion-guard (pinned >=0.2,<0.3) answers "is this content safe to persist?" — scan/sanitize/quarantine/fail-secure/provenance-stamp. This library is plumbing: connect source → materialize deterministic OKF bundle → generate index. Never reimplement security; call the guard at persist gates (prepare_input/screen_output, okf.import_bundle). When in doubt which side of the boundary something belongs on: ask the operator.

Implementation baseline: the stricter behaviors from portfolio-optimiser (streaming row caps, utf-8-sig, in-memory staging with pre-mutation collision gate, validated ingested_at, typed IngestError) are the library baseline. First consumer: portfolio-optimiser-claude.

Roadmap (committed phases — all known OKF surfaces get covered)

  1. Phase 1 — Door A (Python). ingest-spec implementation + the §11 golden fixtures. Consumers: portfolio-optimiser-claude first, then portfolio-optimiser.
  2. Phase 2 — Doors B/C (Python). Bundle inbox and external-bundle import, guard-gated.
  3. Phase 3 — Configurable bundle contract. Types, layers, frontmatter sets, index shape, and reserved-file policy become config instead of constants; proving consumer is claude-code-llm-wiki (strict-v1 profile). Two consumers hold opposite postures on whether an index is authored or directory-derived, so neither is a library invariant and nothing here enumerates a directory unless the profile says derived.
  4. Phase 4 — Node half (node/). Zero-dependency Node/ESM package (importable and CLI-invokable, vendorable per plugin — matching the marketplace precedent) for the second-brain world: bundle check, index generation, inbox split/frontmatter/write, and doc conversion (docx/pdf/eml/html → md). Covers okr, linkedin-studio, ms-ai-architect, and the marketplace catalog.

The two halves share the OKF contract and fixture suite, not code.

Upstream version policy (standing, non-negotiable)

The library always supports the current latest version of Google OKF. Set by the operator 2026-07-26. Phases 13 were built against v0.1; v0.2 shipped 2026-07-25, so v0.2 support is committed work — not contingent on a consumer asking for it. Plan: docs/plan/okf-v0.2-alignment.md.

Support is additive, expressed as a new profile, never a migration of existing ones. This is what makes the policy sustainable instead of a recurring crisis, and it is bounded by three facts that do not yield to it:

  • DEFAULT states commons' ingest-spec §5 layer — its generated shape is commons' call, raised there, never patched locally.
  • STRICT_V1 mirrors the proving consumer's ratified contract — changing another repo's contract from here violates O2.
  • okf_version's value belongs to catalog (decision E1).

Rollout is pilot-first. A new upstream version reaches a small pilot set on a pre-release tag and is revised on their feedback before general availability — consumers testing real data find what fixtures cannot. OKF_LATEST means the latest version supported as stable, so flipping that alias is the GA event, not a merge side effect.

Two invariants fall out: no profile hard-codes an upstream version, and no bundle declares a version its shape has not earned. Where upstream itself defers a contract — v0.2's attestation receipt and verdict wire formats — the format is supported and the unspecified runtime is not; it re-enters scope when upstream specifies it. Because "always latest" decays silently, the release checklist carries an upstream-version re-check.

Phase 4 preconditions (coordination, not unilateral moves):

  • Lifts okr's reference implementations (okf-check.mjs, okf-index.mjs, innboks libs) in agreement with okr and the marketplace catalog; the catalog remains the convention owner and re-pins its shared gate here.
  • linkedin-studio's ingest/published/ provenance-record grammar stays plugin-local by design (different lifecycle) — do not normalize it.
  • The Node-side persist gate remains security territory: guard-as-contract (per okr's adoption doc) until a Node guard exists in the security repo. No security reimplementation here, in either runtime.

Non-goals (all phases)

  • Verdict/feedback machinery (method-spec) — stays in consumer repos.
  • Embedding/RAG/retrieval layers.
  • Security functionality — always the guard's domain.

Stack

Python 3.10+. Package llm_ingestion_okf (src layout, hatchling). Exactly one runtime dependency, ever: llm-ingestion-guard>=0.2,<0.3 (itself zero-dep), landed with the Door B/C persist gates. Everything else is stdlib, and a packaging test enforces it. Only guard_adapter.py imports the guard; importing the package does not. Install channel until the package index exists (a direct reference is a channel, not the pin): pip install "llm-ingestion-guard @ git+https://git.fromaitochitta.com/open/llm-ingestion-pipeline-security.git@v0.2.0". Binary extraction parsers live behind the [extract] extra only.

Phase 4 adds a node/ half: Node/ESM with zero npm dependencies (node: builtins only), both importable and CLI-invokable, consumed by vendoring per plugin rather than npm publishing. The halves share contract and fixtures, never code.

Conventions

  • Type hints everywhere; mypy --strict target.
  • Determinism is bit-exact: ingested_at is an explicit required argument (no wall-clock defaults); LF-only output; golden fixtures compared byte-for-byte.
  • No model calls anywhere in the run path.
  • Credentials only as env-var references resolved at runtime; never in manifests, logs, or frontmatter.
  • Network access requires an explicit per-run opt-in flag; refuse fail-fast otherwise.
  • Conventional Commits: type(scope): description.
  • English for all code, docs, and commit messages (public repo).

Commands

  • Test: pytest
  • Lint: ruff check . + ruff format --check .
  • Type check: mypy --strict src/

Workflow

  • TDD: no production code without a failing test first.
  • This repo is published PUBLICLY (open/ namespace on Forgejo). STATE.md and docs/oppstartsprompt.md are LOCAL-ONLY (gitignored) — never commit session state or internal briefs. No secrets, sober English prose, no marketing language.
  • After git commit: push to Forgejo (git push origin) immediately. Never GitHub.

Communication patterns

Linking to local files

When pointing to local files in responses, always use markdown link syntax with a descriptive name:

  • Use [Human-friendly name](file:///absolute/path) — never bare file:///... URLs or autolinks <file://...>.
  • Always use absolute paths. Never ~/ or relative paths.
  • For multiple files, render as a bullet list of named markdown links.

Why: bare file:// URLs only render the first as clickable across multiple lines. Named markdown links make each entry independently clickable and look cleaner.