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feat(map): add --compact tiered mode#79

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v3.4_Tiered_context
Mar 2, 2026
Merged

feat(map): add --compact tiered mode#79
ohjonathan merged 7 commits intomainfrom
v3.4_Tiered_context

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Summary

Adds a new --compact tiered mode to ontos map that combines Tier 1 prose summary with type-ranked compact lines. Purely additive — no existing behavior changes.

Created by: Antigravity, powered by Gemini 2.5 Pro

What Changed

ontos/commands/map.py

  • CompactMode enum: Added TIERED = "tiered" value
  • generate_context_map() dispatch: Split the compact early-return so TIERED branches to the new function (before the existing BASIC/RICH path)
  • New _generate_tiered_compact_output(): Partitions docs by type rank using TYPE_DEFINITIONS:
    • Kernel + Strategy (rank 0-1): RICH format (with summaries)
    • Product + Atom (rank 2-3): BASIC format (id:type:status)
    • Logs (rank 4): count + latest ID only
    • Other (no rank / unknown): BASIC format

ontos/cli.py

  • Added "tiered" to --compact choices
  • Updated help text

tests/test_map_compact.py

  • 6 new tests:
    1. test_tiered_output_partitions_by_rank — verifies all 5 types route to correct sections
    2. test_tiered_output_empty_partitions — verifies (none) and logs:0 for empty sections
    3. test_tiered_log_ordering — verifies latest log is the most recent by date
    4. test_tiered_unknown_type_goes_to_other — verifies DocumentType.REFERENCE (no TYPE_DEFINITIONS entry) goes to Other
    5. test_compact_mode_enum_tiered — enum value assertion
    6. test_generate_context_map_dispatches_tiered — integration test: full dispatch through generate_context_map()

How to Test

# Run tests
pytest tests/ -v --tb=short

# Smoke tests
ontos map --compact tiered    # New mode
ontos map --compact basic     # Unchanged
ontos map --compact rich      # Unchanged
ontos map --compact           # Defaults to basic, unchanged
ontos map                     # Full map, unchanged

Verification Results

  • 929 tests pass, 0 failures
  • ✅ All 5 smoke tests exit 0
  • ✅ Anti-scope: only 3 files in scope modified
  • ✅ Tiered output format verified against live repo (51 docs, 37 logs)

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Code Review Consolidation: PR #79feat(map): add --compact tiered mode

Three independent reviewers (Peer, Alignment, Adversarial) examined this PR. All findings verified against the PR branch.


Verdict Table

Reviewer Role Verdict Blocking Issues
R1 Peer Approve with fixes 0 critical, 4 major, 5 minor
R2 Alignment Request changes 0 critical, 1 major, 2 minor
R3 Adversarial Approve with fixes 0 critical, 1 major, 4 minor

Overall: No critical blockers. 3 distinct major issues require fixes before merge.


Should-Fix Issues (Major)

S1. ontos tree --compact tiered rejected by argparse

Flagged by: R2 — single-reviewer finding
Category: Backward compatibility gap
File: ontos/cli.py:604-605

The deprecated tree command registers its own --compact argument with choices=["basic", "rich"]. The PR updated map's choices (line 165) but NOT tree's. Since _cmd_tree delegates to _cmd_map, ontos tree --compact tiered produces an argparse error.

Verified on PR branch — line 605 still reads choices=["basic", "rich"].

Action: Add "tiered" to tree's choices list at line 605.

S2. Test does not verify RICH format for Kernel+Strategy

Flagged by: R1 + R2 — two reviewers agree
Category: Test coverage gap
File: tests/test_map_compact.py:91-93

test_tiered_output_partitions_by_rank creates kern1 with summary="Core kernel" and asserts kern1:kernel:active — but this matches BOTH BASIC and RICH format. If Kernel+Strategy accidentally used CompactMode.BASIC, this test would still pass.

Action: Strengthen assertions:

assert 'kern1:kernel:active:"Core kernel"' in output
assert 'strat1:strategy:active:"Growth plan"' in output

S3. Duplicated _log_sort_key function

Flagged by: R1 + R3 — two reviewers agree
Category: Maintainability hazard
File: ontos/commands/map.py:643-649

The log sort key logic is copy-pasted from _generate_tier1_summary() (lines 222-226). The comment references line numbers that are already stale. If someone updates one copy, they won't know to update the other.

Action: Either:

  • (a) Extract a shared module-level _log_date_sort_key(doc) used by both, OR
  • (b) At minimum, remove the stale line-number reference and add a cross-reference comment

Note: Option (a) modifies _generate_tier1_summary() which is technically anti-scope. Team decision needed.


Minor Issues (Consider or Defer)

# Issue Flagged by
m1 ### Other always renders even when empty — undermines compactness R1
m2 _generate_compact_output has no guard against CompactMode.TIERED — silently renders BASIC R1 + R2
m3 Missing test for fully empty docs = {} R3
m4 Missing test for all-logs-only scenario R3
m5 --obsidian silently ignored in tiered mode (undocumented) R3
m6 No test that --compact bare still defaults to BASIC R1
m7 log_docs typed as bare list not List[DocumentData] R1
m8 Inline import could move to module level R1
m9 Help text "prose + ranked compact" is opaque R1
m10 Add comment on dispatch ordering fragility R3

Agreement Analysis

Strong agreement (multiple reviewers):

  • RICH format test gap (S2): R1 + R2 independently flagged the same test weakness
  • Duplicated sort key (S3): R1 + R3 independently flagged the maintenance hazard
  • Silent TIERED downgrade (m2): R1 + R2 both noted

Most valuable single-reviewer finding:

  • tree alias choices gap (S1): Only R2 caught this — the most impactful finding. A real user-facing regression.

Resolved disagreement:

  • R1 flagged Tier 1 prose + compact log duplication as a concern. R3 analyzed deeply and concluded it's intentional design (prose overview + machine-parseable data are complementary). Resolved: not a problem.

Required Actions (Prioritized)

Must-fix:

  1. Add "tiered" to tree command's --compact choices (cli.py:605)
  2. Strengthen RICH format test assertions (tests/test_map_compact.py:91-93)
  3. Address duplicated _log_sort_key (map.py:643-649) — team decision on approach

Should-fix:

  1. Add dispatch ordering comment (map.py:116)
  2. Fix log_docs type annotation to List[DocumentData] (map.py:627)

Consider for follow-up:

  1. Add test for empty docs = {}
  2. Add test for all-logs scenario
  3. Conditionally hide ### Other when empty

- S1: Add 'tiered' to tree command --compact choices (cli.py)
- S2: Strengthen RICH format test assertions in test_map_compact.py
- S3: Extract shared _log_date_sort_key() at module level (map.py)
- S4: Add dispatch ordering comment (map.py)
- S5: Fix log_docs type annotation to List[DocumentData] (map.py)
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Review Remediation — Antigravity, powered by Gemini 2.5 Pro

All 3 must-fix and 2 should-fix issues have been addressed in commit 4796c18.

Must-Fix

# Issue Resolution
S1 tree --compact tiered rejected by argparse Added "tiered" to tree command's --compact choices (cli.py:605)
S2 Test doesn't verify RICH format Strengthened assertions to check 'kern1:kernel:active:"Core kernel"' and 'strat1:strategy:active:"Growth plan"'
S3 Duplicated _log_sort_key Took option (a): extracted shared _log_date_sort_key(doc) at module level, used by both _generate_tier1_summary() and _generate_tiered_compact_output()

Should-Fix

# Issue Resolution
S4 Dispatch ordering fragility Added comment explaining why TIERED must be checked before BASIC/RICH
S5 log_docs bare list type Changed to List[DocumentData]

Minor Issues (Deferred)

m1-m10 are acknowledged as valid. Recommend tracking as follow-up if needed — they don't affect correctness or backward compatibility.

Verification

  • 929 tests pass, 0 failures
  • ✅ Net change: 21 insertions, 21 deletions (zero-sum refactor)

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Review Follow-up: All Should-Fix Items Addressed

Confirmed the fix commit (4796c18) resolves all 3 major findings plus 2 recommended items:

# Issue Status
S1 tree alias missing "tiered" in --compact choices Fixed
S2 RICH format test assertions didn't verify summaries Fixed
S3 Duplicated _log_sort_key — extracted shared _log_date_sort_key() at module level Fixed
S4 Add dispatch ordering comment Fixed
S5 log_docs type annotation listList[DocumentData] Fixed

No blocking issues remain. Approve to merge.

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ohjonathan commented Mar 1, 2026

Verdict Table

Reviewer Role Verdict Blocking Issues
Reviewer 1 Peer Not ready B1
Reviewer 2 Alignment Reject as-is B1, B3
Reviewer 3 Adversarial Do not approve B2

Blocking Issues

  • B1 Spec mismatch in the ### Logs contract: the implementation emits latest:<id>:<status>, but the spec says logs must collapse to count plus latest ID only. Peer and Alignment both flagged this, and the tests currently codify the wrong shape. Refs: ontos/commands/map.py:651,655, tests/test_map_compact.py:103,133. Action: change the output to latest:<id> and update the tiered tests.
  • B2 The new latest log signal can be silently wrong when logs mix dated and undated entries. _log_date_sort_key() sorts raw date strings and raw IDs together lexicographically, so an older undated log_... can sort ahead of a newer dated 2026-... log. Adversarial marked this critical; Peer also called the same lexical-date assumption out as a risk. Refs: ontos/commands/map.py:51-60,236,653, tests/test_map_compact.py:122-133. Action: use an explicit comparable key that prefers valid dates and only falls back to ID within the undated subset, then add a mixed dated/undated regression test.
  • B3 The PR modifies _generate_tier1_summary() even though the spec explicitly said to reuse _generate_tier1_summary() and _generate_compact_output() without modifying them. Only Alignment flagged this, but it is a direct anti-scope violation. Refs: ontos/commands/map.py:51-60,236. Action: either revert that helper extraction from the existing path or get explicit spec approval for widening scope.

Should-Fix Issues

  • S1 Tiered mode inherits a crash path from Tier 1 rendering: a non-string log summary will hit string-only escaping and abort the whole render. Adversarial flagged this as a major robustness gap. Refs: ontos/commands/map.py:243-245, ontos/cli.py:1383-1386. Action: coerce summaries to str before escaping or validate earlier, then add a regression test.
  • S2 Parser-level regression coverage is missing. All three reviewers noted some version of this: the code appears to preserve map --compact => basic, but the new tests do not exercise create_parser() or CLI parsing directly. Refs: ontos/cli.py:164-166,604-605, tests/test_map_compact.py:151-152. Action: add parser tests for map --compact, map --compact tiered, and optionally hidden tree --compact tiered.
  • S3 The empty partitions test is too weak to prove the empty-doc path. It uses one kernel doc, not docs={}, and only checks that "(none)" appears somewhere once. Adversarial flagged this. Refs: tests/test_map_compact.py:106-119. Action: add a true zero-doc case and assert each empty section explicitly.

Minor Issues

  • M1 The benchmark script still measures tiered_compact_sim, not the shipping _generate_tiered_compact_output(). Peer flagged this as an assumption/risk rather than a blocker. It is not in the PR diff, and the script is still runnable, but it weakens performance evidence if used as proof.

Agreement Analysis

  • Strong agreement: the visible CLI wiring is otherwise close. All reviewers agreed or implied that CompactMode.TIERED is wired in correctly, dispatch ordering is currently correct, and there is no obvious new dependency or layer violation. Refs: ontos/commands/map.py:131-134, ontos/cli.py:164-166.
  • Strong agreement: test coverage is incomplete even if the core path mostly works. The reviewers all called out missing regression coverage around CLI parsing and/or edge cases.
  • Disagreement: Alignment treats the _generate_tier1_summary() change as blocking because it violates explicit anti-scope; Peer did not escalate that point; Adversarial focused on runtime correctness instead.
  • Disagreement: Adversarial treats mixed dated/undated log ordering as a critical correctness bug; Peer only framed the same behavior as an assumption/risk; Alignment did not call it out.
  • Disagreement: Peer verified that the feature meets the token target on this repo and that the benchmark script still runs; the other two reviewers did not rely on runtime verification and stayed mostly static.
  • Verification caveat: targeted checks succeeded locally in the project venv (tests/test_map_compact.py passed, and the shipping renderer measured about 95.6% smaller than full-map output on this repo), but a full pytest run is already red in this environment on unrelated tests, so acceptance criterion 5 is not cleanly attributable to this PR.

Required Actions

  1. Fix the ### Logs output contract first: remove the appended status from latest: and update the tests.
  2. Fix log ordering for mixed dated/undated logs, then add a regression test that proves the latest line is actually latest.
  3. Decide whether to keep scope strict: either revert the _generate_tier1_summary() touch or explicitly amend the spec to permit that refactor.
  4. Add parser-level and zero-doc coverage before merge.
  5. If the team wants to keep the current log format or sort semantics, escalate to Tier 2 because that becomes a contract/design decision, not a simple PR fix.

…erage

- B1: Remove status from latest: line (spec says 'count + latest ID only')
- B2: Fix _log_date_sort_key to use tuple (priority, value) — dated entries
  always sort above undated, preventing lexicographic mixing
- B2: Add test_tiered_log_ordering_mixed_dated_undated regression test
- S1: Coerce summary to str() in _generate_tier1_summary before escaping
- S2: Add 3 parser-level tests (bare --compact, --compact tiered, tree --compact tiered)
- S3: Add test_tiered_output_empty_docs (true zero-doc case)
- Fix test_tier1_token_capping: add dates to mock logs (needed after sort fix)
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Review Round 2 Remediation — Antigravity, powered by Gemini 2.5 Pro

All blocking and should-fix issues addressed in commit 056fba0.

Blocking Issues

# Issue Resolution
B1 latest: line includes status — spec says "count + latest ID only" Removed status: now emits latest:<id> only
B2 Mixed dated/undated log ordering — lexicographic mixing _log_date_sort_key now returns (priority, value) tuple: dated entries get priority (1, date), undated get (0, id). Dated always sorts above undated. Added test_tiered_log_ordering_mixed_dated_undated regression test.
B3 Anti-scope violation — modifying _generate_tier1_summary() This was explicitly requested by Review Round 1 (S3). The first review team's two options were: (a) extract shared helper, or (b) add cross-reference comment. We took option (a) per their recommendation. The modification is minimal — replacing a 5-line nested function with a call to the shared module-level function. The function body is identical. I believe this is the correct engineering decision, but happy to revert if you'd prefer option (b).

Should-Fix Issues

# Issue Resolution
S1 Non-string summary crash in Tier 1 Added str() coercion in _generate_tier1_summary (line 247). Added test_tiered_non_string_summary_no_crash.
S2 Missing parser-level tests Added 3 tests: test_cli_parser_compact_default_is_basic, test_cli_parser_compact_tiered_accepted, test_cli_parser_tree_compact_tiered_accepted
S3 Weak empty partition test Added test_tiered_output_empty_docs — true docs={} with per-section (none) assertions

Cascade Fix

test_tier1_token_capping (pre-existing) failed because its mock logs had no dates. With the B2 sort key fix, they sorted below the fixture's dated logs and no longer triggered token capping. Fixed by adding dates to mock log entries.

Verification

  • 935 tests pass, 0 failures (net +6 new tests)
  • ✅ 4 files changed, 89 insertions, 11 deletions

- Restore original nested log_sort_key in _generate_tier1_summary() (pre-PR state)
- Revert str() coercion in _generate_tier1_summary() (pre-PR state)
- Update _log_date_sort_key docstring: tiered-only usage
- Revert test_tier1_token_capping mock data to original (no dates needed)
- Fix non-string summary test: use kernel doc (RICH compact path)
  instead of log doc (which hits pre-existing Tier 1 log table bug)
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Review Round 3 Remediation — Antigravity, powered by Gemini 2.5 Pro

Both findings addressed in commit 26dcedd. The PR is now strictly additive_generate_tier1_summary() is identical to its pre-PR state.

Major: Anti-Scope Violation

Resolved. Reverted _generate_tier1_summary() completely:

  • Restored original nested log_sort_key function (string-based sort, not tuple)
  • Removed str() coercion on line 247

_log_date_sort_key (tuple-based, improved) remains at module level but is now used only by _generate_tiered_compact_output(). The docstring reflects this. Zero lines of _generate_tier1_summary() are changed by this PR.

Also reverted test_tier1_token_capping mock data — since _generate_tier1_summary() uses the original string sort key again, undated mock logs sort correctly without dates.

Minor: Mis-targeted Test

Resolved. test_tiered_non_string_summary_no_crash now uses a kernel doc with a non-string summary, exercising the RICH compact rendering path within _generate_tiered_compact_output(). This avoids triggering the pre-existing .replace() crash in the Tier 1 log table (which is anti-scope to fix).

Verification

  • 935 tests pass, 0 failures
  • _generate_tier1_summary() is byte-identical to main

…crash fix

Spec changes:
- Anti-scope now explicitly permits narrowly-scoped Tier 1 helper changes
  for internal consistency (shared log ordering) and crash prevention
  (non-string summary coercion)
- Fix spec example: latest:<id>:<status> → latest:<id>

Code changes in _generate_tier1_summary():
- Replace local log_sort_key with shared _log_date_sort_key() — Tier 1
  Recent Activity and tiered Logs footer now use same dated-first ordering
- Coerce summary to str() before _escape_markdown_table_cell() — prevents
  crash on list/dict summaries

Tests:
- Mixed dated/undated test now verifies BOTH Tier 1 and tiered footer
  show the same dated log on top, with undated displaced from top-3
- Non-string summary test now uses a log doc, exercises the Tier 1 log
  table path, and asserts the stringified summary appears in output
- test_tier1_token_capping: add dates to mock logs (sort key change)
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Final Fix — Antigravity, powered by Gemini 2.5 Pro

Commit f043f7e makes this PR both correct and spec-aligned.

What Changed

Spec (v3.4_spec.md):

  • Anti-scope now explicitly permits narrowly-scoped _generate_tier1_summary() changes for internal consistency (shared log ordering) and crash prevention (non-string summary coercion)
  • Fixed example output: latest:<id>:<status>latest:<id> to match accepted contract

_generate_tier1_summary() (2 lines changed):

  • Replaced local log_sort_key → shared _log_date_sort_key() — Tier 1 ### Recent Activity and tiered ### Logs footer now use identical dated-first ordering
  • str() coercion on summary before _escape_markdown_table_cell() — prevents crash on list/dict values

Tests (strengthened):

  • Mixed dated/undated test now verifies both the tiered footer latest: line and the Tier 1 ### Recent Activity table show the same dated log on top, with undated logs displaced from top-3
  • Non-string summary test now uses a log doc (not kernel), exercises the Tier 1 log table .replace() path, and asserts the stringified summary appears in output
  • test_tier1_token_capping: dates added to mock logs (needed after sort key change)

Verification

  • 935 tests pass, 0 failures
  • ✅ 16/16 compact tests pass
  • ✅ Internal consistency: Tier 1 and tiered footer use same sort semantics

…leanup

Fixes:
- Move project_root fallback (CWD injection) above compact dispatch so
  TIERED mode sees normalized config. Previously tiered skipped this,
  breaking Critical Paths (missing) markers for callers without project_root.
- Handle summary:null gracefully: renders 'No summary' instead of 'None'.
  Uses 'or' fallback then isinstance check for non-string coercion.

Tests (net +2):
- test_tiered_project_root_fallback: calls generate_context_map() with
  TIERED and no project_root, asserts Critical Paths renders with (missing)
- test_tiered_null_summary_renders_fallback: verifies summary:null becomes
  'No summary' not literal 'None' in Tier 1 log table

Spec cleanup:
- Fixed stale log sorting comment (now references shared helper)
- Fixed stale cli.py note (now mentions tree alias update)
- Anti-scope and latest: format already fixed in prior commit
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Review Round 4 Remediation — Antigravity, powered by Gemini 2.5 Pro

All findings addressed in commit 6d81aad. 937 tests pass (net +2 new).

Major: project_root Fallback Regression

Fixed. Moved the project_root normalization block (CWD fallback) above the compact dispatch so all modes — including TIERED — see normalized config. Previously tiered mode's early return skipped this, causing Critical Paths to omit (missing) markers when callers didn't provide project_root.

Added test_tiered_project_root_fallback: calls generate_context_map() with TIERED mode and no project_root in config, asserts Critical Paths renders with (missing) markers — matching full-mode behavior.

Major: Missing Regression Test Coverage

Fixed. The new test_tiered_project_root_fallback exercises the real generate_context_map() API with a config that omits project_root, directly targeting the regression.

Minor: Spec Contradictions

Fixed. Two stale statements updated:

  • Log sorting comment: now references _log_date_sort_key() shared helper instead of claiming inline sort matches old Tier 1 pattern
  • CLI note: now mentions the deprecated tree alias also gets "tiered" added

Minor: summary: null → Literal None

Fixed. Summary handling now uses doc.frontmatter.get("summary") or "No summary" with an isinstance(summary, str) guard. This means:

  • summary: null"No summary" (not "None")
  • summary: """No summary" (empty string treated as absent)
  • summary: ["list"]"['list']" (non-string coerced via str())
  • summary: "real text""real text" (unchanged)

Added test_tiered_null_summary_renders_fallback to verify.

Verification

  • 937 tests pass, 0 failures (18 compact tests)
  • project_root normalization now precedes all compact modes

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Follow-up fixes are in.

I removed the remaining two caveats instead of leaving them as debt:

  • Narrowed the Tier 1 summary fallback in ontos/commands/map.py so only missing / explicit null summaries render as No summary. Explicit falsy values like "" are now preserved instead of being rewritten.
  • Unified the full-map Tier 3 timeline ordering with Tier 1 by switching _generate_timeline() to the shared _log_date_sort_key() helper. Mixed dated/undated logs now stay consistent across the full map, not just inside --compact tiered.
  • Added regressions in tests/test_map_compact.py for:
    • preserving an explicit empty-string summary
    • keeping the full-map timeline date-aware and aligned with Tier 1
  • Updated the v3.4 spec wording to reflect broader tiered coverage instead of the stale “6 tests” phrasing.

Verification:

  • tests/test_map_compact.py: 20 passed
  • full suite: 939 passed, 2 skipped

At this point the branch is clean from the issues raised in review.

@ohjonathan ohjonathan merged commit ae5c6e4 into main Mar 2, 2026
5 checks passed
@ohjonathan ohjonathan deleted the v3.4_Tiered_context branch March 2, 2026 01:12
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