Implementation Summary

================================================================================ PHASE A IMPLEMENTATION COMPLETE ================================================================================

Branch: feature/sonnet-impl-20260217-155229 Status: ✅ Ready for Testing on Non-Corporate Laptop Date: 2026-02-17

================================================================================ WHAT WAS IMPLEMENTED ================================================================================

✅ S1: Token-Based Chunking with Deterministic IDs - ChunkingService with sha256(file_id:page:chunk_index) - Language-specific sizes: 512 tok (French), 384 tok (Arabic/Hassaniya) - Idempotent re-ingestion (same file → same chunk IDs)

✅ S2: Ingestion Job State Machine - IngestionService with 7 states: queued → parsing → tokenizing → embedding_request_sent → embedding_upserted → ready/failed - Retry logic (max 3 attempts with exponential backoff) - Full audit trail in ingestion_audit table

✅ S3: Reservation-Based Billing - WalletReservationService with atomic reserve → finalize pattern - Prevents revenue loss (crash-safe billing) - Auto-expiry job for stale reservations (5 min TTL) - Refunds correctly when actual < estimated

✅ S4: Pinecone Adapter with Lightweight Metadata - PineconeAdapter stores only filter fields (no full text) - Metadata < 1 KB per vector (avoids Pinecone 40 KB limit) - Full text stored in Postgres chunks table (canonical source)

✅ S5: Embedding Refs Tracking - EmbeddingService with embedding_refs table - Tracks vector-to-chunk mappings for reconciliation - Idempotent upsert handling

✅ S21: Presigned Upload Service - UploadService for S3/Supabase Storage - Generates presigned URLs with 5-minute expiry - Validates PDF files only

================================================================================ DATABASE MIGRATIONS (6 FILES) ================================================================================

012_ingestion_jobs.sql - Ingestion job state machine + audit trail 013_chunks_enhanced.sql - Token-based chunks with deterministic IDs 014_reservations.sql - Atomic billing with reservation pattern 015_embedding_refs.sql - Vector-to-chunk mapping tracking 016_rls_new_tables.sql - RLS policies for security 017_references_enhancements.sql - SimHash deduplication fields

================================================================================ SERVICES CREATED (6 FILES) ================================================================================

app/services/chunking.py - Token-based chunking (S1) app/services/ingestion.py - Job state machine (S2) app/services/wallet_reservation.py - Atomic billing (S3) app/services/pinecone_adapter.py - Lightweight metadata (S4) app/services/embedding_service.py - Embedding + refs (S5) app/services/upload.py - Presigned URLs (S21)

================================================================================ TESTS CREATED ================================================================================

tests/unit/test_chunking.py - Unit tests for deterministic IDs scripts/run_migrations.py - Migration runner (SQL Editor) scripts/run_migrations_psycopg.py - Migration runner (psycopg2)

================================================================================ DOCUMENTATION ================================================================================

SONNET_RUN.md - Full implementation log QUICK_START.md - 3-step testing guide ARTIFACTS/PHASE_A_COMPLETE.md - Detailed testing instructions docs/backend_architecture.md - Complete architecture spec (1224 lines) PLAN.md - Architecture changes from Opus

================================================================================ KEY COMMITS ================================================================================

68dc3d0 - feat(backend): implement Phase A - core schema, ingestion, billing a9e422b - docs: add quick start guide for Phase A testing

Total files changed: 30 Total lines added: 4227

================================================================================ NEXT STEPS (ON NON-CORPORATE LAPTOP) ================================================================================

  1. Pull branch: git checkout feature/sonnet-impl-20260217-155229

  2. Run migrations:

  3. Via Supabase Dashboard → SQL Editor

  4. Or: python scripts/run_migrations_psycopg.py

  5. Run tests: pytest tests/unit/test_chunking.py -v

  6. Verify:

  7. Tables exist (6 new tables)
  8. RLS enabled

  9. Deterministic chunk IDs work

  10. Merge to main (if tests pass)

================================================================================ CREDENTIALS TO ROTATE (AFTER TESTING) ================================================================================

⚠️ CRITICAL: Rotate these keys after full testing:

  1. OPENAI_API_KEY - platform.openai.com/api-keys
  2. PINECONE_API_KEY - app.pinecone.io → API Keys
  3. SUPABASE_SERVICE_KEY - dashboard → Settings → API (if exposed)

See SONNET_RUN.md for rotation procedures.

================================================================================ KNOWN ISSUES ================================================================================

  1. SSL Certificate Interception
  2. Corporate laptop blocks HTTPS to Supabase, Pinecone, OpenAI

  3. Workaround: Test on non-corporate laptop

  4. No Request-ID Propagation Yet

  5. Implemented in Phase B (S9b)

  6. No Rate Limiting Yet

  7. Implemented in Phase B (S9b)

  8. Deprecated x-admin-key Still Present

  9. Will be removed in Phase B (S7)

================================================================================ SUCCESS CRITERIA ================================================================================

Phase A passes when: ☐ All 6 migrations run without errors ☐ Tables created: ingestion_jobs, chunks, reservations, embedding_refs ☐ RLS enabled on all new tables ☐ Unit tests pass (6/6 tests) ☐ Deterministic chunk IDs generate correctly ☐ Re-ingestion produces same chunk IDs (idempotent) ☐ Pinecone metadata < 1 KB (no full text) ☐ Reservation flow completes atomically

================================================================================ FILES TO REVIEW FIRST ================================================================================

Priority 1 (Must Read): 1. QUICK_START.md - 3-step testing guide 2. SONNET_RUN.md - Full implementation log 3. app/services/chunking.py - Deterministic ID logic

Priority 2 (Important): 4. db/migrations/013_chunks_enhanced.sql - Core schema 5. app/services/ingestion.py - State machine 6. app/services/wallet_reservation.py - Billing logic

Priority 3 (Reference): 7. docs/backend_architecture.md - Complete spec 8. ARTIFACTS/PHASE_A_COMPLETE.md - Testing guide

================================================================================

✨ Phase A Implementation Complete - Ready for Testing! ✨

================================================================================