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fix(storage): stop ChromaDB from crashing when reopening an existing … - #1262

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Legion345:fix/stop-hook-crash
May 1, 2026
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Legion345:fix/stop-hook-crash

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What does this PR do?

Fixes #1089.

When opening an existing palace, get_or_create_collection was called with hnsw metadata on every open. In ChromaDB 1.5.x, if that metadata differs from what's already stored, the Rust bindings segfault — no traceback, just a core dump. This is what causes the stop hook to crash at session end.

Fix: try get_collection first, fall back to create_collection only when the collection doesn't exist yet. Existing palaces open without touching their metadata; new ones are created with the full settings as before.

Credit to @jphein who described this exact approach in #1089 and has been running it on their fork since April 10 with zero crashes across 400+ starts.

How to test

Open a palace twice in the same session:

from mempalace.backends.chroma import ChromaBackend
import tempfile, os

with tempfile.TemporaryDirectory() as d:
    palace = os.path.join(d, "palace")
    backend = ChromaBackend()
    backend.get_collection(palace, collection_name="mempalace_drawers", create=True)
    backend.get_collection(palace, collection_name="mempalace_drawers", create=True)
    print("no crash") 

Or run the new regression tests directly:
python -m pytest tests/test_backends.py -v -k "idempotent or preserves_existing"

Checklist

  • Tests pass (python -m pytest tests/ -v)
  • No hardcoded paths
  • Linter passes (ruff check .)

jphein added a commit to techempower-org/mempalace that referenced this pull request Apr 30, 2026
… main

The "fix: _get_client() get-then-create guard" row in the fork-ahead
table was misleading — the guard landed in fork as d3a2d22 on
2026-04-18 but was silently dropped during the develop merge-conflict
resolution in 7e18a70 on 2026-04-25. Current fork main does not carry
it; we lean on metadata consistency (hnsw:space + hnsw:num_threads:1
+ _HNSW_BLOAT_GUARD applied uniformly across opens) to sidestep the
ChromaDB 1.5.x metadata-mismatch SIGSEGV without the defensive guard.

Issue MemPalace#1089 documented the pattern on 2026-04-21. PR MemPalace#1262 (filed
2026-04-28 by @Legion345) implements the canonical version — try
get_collection / except chromadb.errors.NotFoundError → create — which
is an improvement over our older InvalidCollectionException reference
(NotFoundError is the renamed-in-1.5.x exception class).

Once MemPalace#1262 merges, this row clears via develop sync. Until then the
fork is exposed if upstream ever changes default hnsw:* metadata
between releases — the same drift shape that caused the original
crash.
@jphein

jphein commented Apr 30, 2026

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Thanks for picking this up @Legion345 — and for the kind credit, that was generous.

A couple of corrections about the field data, since you anchored the PR description on it and I want to make sure the maintainer isn't reviewing under a wrong impression:

The "since April 10" / "400+ starts, zero crashes" line came from my #1089 issue body, and both numbers are off. The guard actually landed on our fork at d3a2d22 on 2026-04-18 (8 days later than I wrote there), and it was dropped during a develop merge-conflict resolution at 7e18a70 on 2026-04-25. So the guard was alive in fork main for 7 days, not 20. I've edited #1089 with the correction so the record there is right.

What's actually true today (and apologies — this paragraph has been edited twice already; the prior versions overcorrected in two different directions). Tracing the call graph: chromadb's get_or_create_collection is called from two places on current fork main — backends/chroma.py:1061 and mcp_server.py:295 — both with identical metadata (hnsw:space, hnsw:num_threads: 1, plus the bloat-guard keys from #1191). The fork's 2-arg ChromaBackend.get_or_create_collection(path, name) legacy shim at chroma.py:1101 (used by migrate.py:237 and cli.py:1002) delegates through get_collection(create=True) to the same metadata-passing line, so metadata is consistent across opens. The residual exposure is legacy palaces created under older chromadb whose stored metadata differs from the current expanded set — a per-palace-history risk, not a structural one. I don't have a clean recurrence count to share. Net: this PR is still genuinely needed because the chromadb-side crash class isn't fixed, and the "validated by JP's fork" framing isn't load-bearing in either direction.

On the diff itself: the approach is right. One small thing I'd flag as a positive — you're catching chromadb.errors.NotFoundError, which is the 1.5.x-renamed exception. Our older code referenced InvalidCollectionException, and yours is the right one going forward. Both regression tests cover the case cleanly. Once this merges I'll pull it in via the next develop sync.

Thanks again for taking this on, and apologies for the back-and-forth on this comment — I shouldn't have edited my own correction with another wrong claim.

jphein added a commit to techempower-org/mempalace that referenced this pull request Apr 30, 2026
…call sites

The earlier 2026-04-30 wording said current fork main calls
get_or_create_collection with stable/consistent metadata, sidestepping
the ChromaDB 1.5.x metadata-mismatch SIGSEGV without carrying the
defensive guard. That's not actually true.

Audited the four get_or_create_collection call sites on current fork
main:

- backends/chroma.py:1040     full hnsw:* set (space + num_threads + bloat-guard)
- mcp_server.py:295           full hnsw:* set
- migrate.py:235              no metadata
- cli.py:905                  no metadata

The trigger condition for the 1.5.x metadata-mismatch SIGSEGV (call-
site metadata diverging from stored collection metadata) is
structurally present. The fork's apparent stability is presumably
because the no-metadata sites operate on different collections
(mempalace_compressed, the migrate temp collection) than the full-
metadata sites (mempalace_drawers) — so the divergence never reaches
the same row in the same metadata table.

That's a load-bearing assumption worth flagging: it's circumstantial,
not structural. Once MemPalace#1262 (Legion345) lands, audit all four sites
together so the guard wraps every site rather than just chroma.py.
jphein added a commit to techempower-org/mempalace that referenced this pull request Apr 30, 2026
The 2026-04-30 wordings in 393ac89 ("metadata is consistent across opens
sidesteps the SIGSEGV") and 260e2a2 ("non-uniform metadata across four
call sites, trigger condition structurally present") both missed the
mark. Third try here, traced from the code:

- chromadb's get_or_create_collection is called directly from two
  places: backends/chroma.py:1061 and mcp_server.py:295. Both pass
  identical metadata (hnsw:space, hnsw:num_threads: 1, bloat-guard).

- The fork's ChromaBackend.get_or_create_collection(path, name) at
  chroma.py:1101 is a 2-arg legacy shim that delegates via
  self.get_collection(palace_path, name, create=True) to the same
  metadata-passing line.

- migrate.py:237 and cli.py:1002 call that 2-arg shim, so they reach
  chromadb with full metadata too.

So metadata IS consistent across all five reachable call sites, not
divergent. The earlier "non-uniform" claim mistook the fork's API
surface for chromadb's call signature.

The residual SIGSEGV exposure is legacy palaces created under older
chromadb whose stored metadata differs from the current expanded set —
a per-palace-history risk, not a structural call-graph one.

Live MemPalace#1262 comment and MemPalace#1089 issue body have been re-PATCHed to match.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
jphein added a commit to techempower-org/mempalace that referenced this pull request Apr 30, 2026
… update sync status

MemPalace#1262 (Legion345) is path 1 of MemPalace#1089's "interim guard PR" — adds
get-then-create wrapping in chromadb backend. Shepherding via review
comment posted 2026-04-30. Once it merges, fork-ahead Row 15 clears
via develop sync.

MemPalace#1286 (our PR, filed 2026-04-30) is the _get_collection retry-once +
log-on-failure improvement. Adjacent to Row 15 — when both MemPalace#1262 and
MemPalace#1286 land, the _get_collection path is both crash-resilient and
self-healing.

Status line refreshed: develop has moved to fdfaf01 (Gemini CLI
normalize MemPalace#1234, privacy consent MemPalace#1233, both 2026-04-27); next sync
will clear those plus row 15 once MemPalace#1262 merges.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@igorls
igorls merged commit 73541d1 into MemPalace:develop May 1, 2026
6 checks passed
igorls added a commit that referenced this pull request May 1, 2026
…pen-crash

fix(mcp_server): split get_or_create_collection on reopen (follow-up to #1262)
igorls added a commit that referenced this pull request May 1, 2026
Three fixes landed on develop after the initial release-prep cut and
were brought in via the develop merge. Document them in the 3.3.4
Bug Fixes section so the release notes reflect what users will
actually receive.

- #1287 - HNSW divergence floor scales with hnsw:sync_threshold
  (resolves a silent-fallback regression introduced by the
  interaction between #1191 and #1227 in this release)
- #1262 - ChromaBackend get_or_create_collection split, fixing the
  stop-hook SIGSEGV class on legacy palaces with mismatched stored
  metadata (#1089)
- #1288 / #1254 - repair --mode max-seq-id heuristic now decodes
  BLOB-typed embeddings.seq_id, restoring the un-poison path added
  in #1135 for palaces where chromadb 1.5.x writes seq_ids natively
igorls added a commit that referenced this pull request May 1, 2026
The release was originally cut on 2026-04-27 but did not tag that day.
Three additional bug fixes have been folded in since then (#1262,
#1287, #1288) and the actual tag will happen on 2026-04-30. Update
the header date to match.
igorls added a commit that referenced this pull request May 1, 2026
The same try/except split that #1262 applied at the backend layer
(ChromaBackend.get_collection) was needed at the parallel call site
in mcp_server._get_collection(create=True), which carries the same
metadata payload directly to chromadb's Python client. Both reopen
paths in mempalace now bypass get_or_create_collection on existing
collections, closing the SIGSEGV class for both tool_add_drawer
and tool_diary_write (the Stop hook's path).
xcarbo added a commit to xcarbo/mempalace that referenced this pull request May 1, 2026
Catches up xdev-patches with 112 commits from MemPalace/develop, including:
- v3.3.4 release
- MemPalace#1262/MemPalace#1289 ChromaDB collection-reopen crash fix (relevant to long-running
  MCP server & mempalace-api)
- MemPalace#1287 HNSW divergence floor fix
- MemPalace#1288 BLOB seq_id decode in repair
- MemPalace#1180 cross-wing tunnels by shared topics
- MemPalace#1194 wing-slug normalization for hyphenated dirs

Conflict resolution: hooks_cli.py and mcp_server.py both had local patches
(6ef44cb route CC transcripts via convo_miner; 3fad61d allow leading dash)
that overlap with upstream fixes (MemPalace#1231, MemPalace#1194). Took upstream entirely on
those two files — upstream's version handles separate transcript/project
ingest, uses _mempalace_python(), and adds _pin_hnsw_threads. The local
config.py regex relaxation auto-merged cleanly and is preserved.

Safety tag: pre-upstream-merge-20260501-091227 (rollback target).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
mjc pushed a commit to mjc/mempalace that referenced this pull request May 2, 2026
…lace#1299)

`mcp_server._get_collection` bypassed `ChromaBackend.get_collection`
and called `client.get_collection` / `client.create_collection` without
`embedding_function=`. ChromaDB 1.x does not persist the EF identity
with the collection, so the MCP server's reopen silently bound
chromadb's built-in `DefaultEmbeddingFunction` while the miner / Stop
hook ingest path bound `mempalace.embedding.get_embedding_function()`.

On bleeding-edge interpreters (python 3.14 + chromadb 1.5.x on Apple
Silicon, per MemPalace#1299) the default EF's lazy ONNX provider selection could
SIGSEGV the host process on first `col.add()`, killing the MCP stdio
server and leaving every subsequent tool call returning
`Connection closed` until Claude Code was relaunched. Reads worked
because `col.get(ids=...)` and metadata fetches don't invoke the EF;
the auto-ingest path worked because mining routes through the backend
abstraction. Diary writes were the consistent failure surface.

Resolve the EF up front (matching `ChromaBackend._resolve_embedding_function`)
and pass it into both reopen branches. Falls back to the chromadb default
only if `mempalace.embedding.get_embedding_function` itself raises.

Regression test patches the chromadb client class to capture
`embedding_function=` on every `get_collection` / `create_collection`
call from `_get_collection(create=True)` and `_get_collection()`, and
fails if any call omits it.

Follow-up to MemPalace#1262 / MemPalace#1289 (which fixed the metadata-mismatch SIGSEGV
path); this addresses the EF-mismatch SIGSEGV path on the same surface.
Scorpion1221 pushed a commit to Scorpion1221/mempalace that referenced this pull request May 2, 2026
Scorpion1221 pushed a commit to Scorpion1221/mempalace that referenced this pull request May 2, 2026
…SEGV (upstream MemPalace#1289)

Mirrors the backend-layer fix from MemPalace#1262 at the MCP server's _get_collection
cache rebuild path. Also imports _HNSW_BLOAT_GUARD for correct metadata on
fresh collection creation.
Scorpion1221 pushed a commit to Scorpion1221/mempalace that referenced this pull request May 2, 2026
Sync with upstream/develop via cherry-pick of 9 critical bugfixes:
- HNSW index bloat prevention (MemPalace#1191)
- SIGSEGV guards on collection reopen (MemPalace#1262, MemPalace#1289)
- blob-seq marker fast-path (MemPalace#1177)
- palace_graph None-metadata guard (MemPalace#1201)
- palace_graph security tunnels (MemPalace#1168)
- hyphenated wing name normalization (MemPalace#1197)
- searcher _tokenize None guard (MemPalace#1198)
- mcp_server diary topic sanitize (MemPalace#936)

Tests: 1459 default + 113 benchmark + 6/7 stress all pass.
(random-kill stress test was failing on dev pre-merge; not regressed.)
jphein added a commit to techempower-org/mempalace that referenced this pull request May 3, 2026
…Palace#1289/MemPalace#1303

After the 2026-05-03 develop sync to commit 1888b67:
- Row 15 (_get_client get-then-create guard) clears: MemPalace#1262 fixed
  ChromaBackend; MemPalace#1289 fixed mcp_server's parallel call site; MemPalace#1303
  plumbed embedding_function= through the reopen path.
- Trailing tracking paragraph updated (sync target, count of merged/
  open/closed PRs, list of features brought in).
- Upstream-PRs table: MemPalace#1262 → merged, MemPalace#1286 flagged CONFLICTING with
  rebase queued, MemPalace#1289 + MemPalace#1303 added as merged.

Note: fork-only _get_session_recovery_collection still uses the older
get_or_create_collection pattern; theoretical SIGSEGV exposure on
legacy recovery collections only. Tracked as follow-up.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
jphein added a commit to techempower-org/mempalace that referenced this pull request May 3, 2026
…attern to recovery collection

`_get_session_recovery_collection` (fork-only, introduced for the
checkpoint collection split in row 23) used the older
`get_or_create_collection` pattern that MemPalace#1262/MemPalace#1289/MemPalace#1303 just
fixed in `_get_collection`. Same theoretical SIGSEGV class on
chromadb 1.5.x when stored metadata diverges from the call site,
plus the `embedding_function=` omission MemPalace#1303 caught.

Both branches now resolve EF via `ChromaBackend._resolve_embedding_function()`
and the create-path uses try `get_collection` / except
`NotFoundError` → `create_collection`. Recovery collection's
metadata is intentionally lighter than the main collection's
(no `_HNSW_BLOAT_GUARD`); preserved that asymmetry — recovery is
small enough that segment bloat isn't a concern.

Existing `test_session_recovery.py` covers happy paths; 83/83 pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
rglaubitz pushed a commit to rglaubitz/mempalace that referenced this pull request May 26, 2026
…lace#1299)

`mcp_server._get_collection` bypassed `ChromaBackend.get_collection`
and called `client.get_collection` / `client.create_collection` without
`embedding_function=`. ChromaDB 1.x does not persist the EF identity
with the collection, so the MCP server's reopen silently bound
chromadb's built-in `DefaultEmbeddingFunction` while the miner / Stop
hook ingest path bound `mempalace.embedding.get_embedding_function()`.

On bleeding-edge interpreters (python 3.14 + chromadb 1.5.x on Apple
Silicon, per MemPalace#1299) the default EF's lazy ONNX provider selection could
SIGSEGV the host process on first `col.add()`, killing the MCP stdio
server and leaving every subsequent tool call returning
`Connection closed` until Claude Code was relaunched. Reads worked
because `col.get(ids=...)` and metadata fetches don't invoke the EF;
the auto-ingest path worked because mining routes through the backend
abstraction. Diary writes were the consistent failure surface.

Resolve the EF up front (matching `ChromaBackend._resolve_embedding_function`)
and pass it into both reopen branches. Falls back to the chromadb default
only if `mempalace.embedding.get_embedding_function` itself raises.

Regression test patches the chromadb client class to capture
`embedding_function=` on every `get_collection` / `create_collection`
call from `_get_collection(create=True)` and `_get_collection()`, and
fails if any call omits it.

Follow-up to MemPalace#1262 / MemPalace#1289 (which fixed the metadata-mismatch SIGSEGV
path); this addresses the EF-mismatch SIGSEGV path on the same surface.
rglaubitz added a commit to rglaubitz/mempalace that referenced this pull request May 26, 2026
* fix(mcp_server): pass embedding_function= on collection reopen (MemPalace#1299)

`mcp_server._get_collection` bypassed `ChromaBackend.get_collection`
and called `client.get_collection` / `client.create_collection` without
`embedding_function=`. ChromaDB 1.x does not persist the EF identity
with the collection, so the MCP server's reopen silently bound
chromadb's built-in `DefaultEmbeddingFunction` while the miner / Stop
hook ingest path bound `mempalace.embedding.get_embedding_function()`.

On bleeding-edge interpreters (python 3.14 + chromadb 1.5.x on Apple
Silicon, per MemPalace#1299) the default EF's lazy ONNX provider selection could
SIGSEGV the host process on first `col.add()`, killing the MCP stdio
server and leaving every subsequent tool call returning
`Connection closed` until Claude Code was relaunched. Reads worked
because `col.get(ids=...)` and metadata fetches don't invoke the EF;
the auto-ingest path worked because mining routes through the backend
abstraction. Diary writes were the consistent failure surface.

Resolve the EF up front (matching `ChromaBackend._resolve_embedding_function`)
and pass it into both reopen branches. Falls back to the chromadb default
only if `mempalace.embedding.get_embedding_function` itself raises.

Regression test patches the chromadb client class to capture
`embedding_function=` on every `get_collection` / `create_collection`
call from `_get_collection(create=True)` and `_get_collection()`, and
fails if any call omits it.

Follow-up to MemPalace#1262 / MemPalace#1289 (which fixed the metadata-mismatch SIGSEGV
path); this addresses the EF-mismatch SIGSEGV path on the same surface.

* fix(mcp_server): address copilot review on MemPalace#1303

- Resolve the EF inside the two reopen branches that actually call
  `client.get_collection` / `client.create_collection`, so warm-cache
  reads stay zero-cost (no `MempalaceConfig()` / `_resolve_providers`
  on every tool call).
- Reuse `ChromaBackend._resolve_embedding_function()` instead of
  duplicating its try/except + log message + None-fallback.
- Reword the inline + CHANGELOG explanation to clarify that ChromaDB 1.x
  persists the EF *identity* (its `name()`) but not the *instance/
  configuration* — `mempalace.embedding` documents this and spoofs
  `name()` to `"default"` precisely so the identity check passes; the
  bug was the *provider list* (lazy ONNX selection) silently differing.

* fix(hooks): quote CLAUDE_PLUGIN_ROOT / CODEX_PLUGIN_ROOT in hooks.json (MemPalace#1076) (MemPalace#1077)

Shell splits hook command on whitespace after variable expansion, breaking
paths with spaces (e.g. C:\Users\Richard M on Windows). Wrapping the path
in double quotes preserves the token boundary.

Fixes the reported Stop/PreCompact pair in .claude-plugin/hooks/hooks.json
and applies the same fix to .codex-plugin/hooks.json (SessionStart/Stop/
PreCompact), which carries the identical bug.

* fix(cli): write compress output to mempalace_closets so palace can read them (MemPalace#1244)

`cmd_compress` was writing AAAK-compressed drawers to a `mempalace_compressed`
collection, but every read path (`palace.get_closets_collection`,
`searcher.py`, `repair.py`) reads from `mempalace_closets`. Result: for
non-mined palaces (or any palace where the user ran `mempalace compress`
expecting to backfill the closet/index layer), the compressed output was
silently invisible — written to a collection nothing else opens.

Fix the writer rather than renaming the readers: "closets" is the
user-visible feature name baked into the public API
(`get_closets_collection`), the searcher hybrid path, repair/HNSW
diagnostics, and docs. Renaming the readers would churn 15+ call sites
and the README for no benefit. The compressed AAAK strings are exactly
what closets are conceptually — compact pointers scanned by an LLM to
locate the right drawer — so they belong in `mempalace_closets`.

Tests:
- Update `test_cmd_compress_stores_results` to assert the collection
  name passed to `get_or_create_collection` is `mempalace_closets`.
- Add `test_cmd_compress_output_readable_via_get_closets_collection`:
  end-to-end with a real ChromaBackend, seed a drawer, run cmd_compress,
  then read back via the same `get_closets_collection` helper that
  palace.py / searcher use. Regression test for the wrong-collection
  bug.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* style: ruff format cli.py (MemPalace#1244)

CI requires ruff format --check on the whole touched file. Pre-existing drift, no logic change.

* style: ruff format tests/test_cli.py (PR MemPalace#1319)

* fix(mcp): case-insensitive agent name in diary_write/diary_read (MemPalace#1243)

`tool_diary_write` stored the `agent` metadata verbatim after `sanitize_name`
(which preserves case), while `tool_diary_read` filtered by exact match —
so writing as "Claude" and reading as "claude" silently returned zero rows.

Both endpoints now lowercase `agent_name` immediately after sanitization.
The default per-agent wing slug is also stable across casings since it's
derived from the same normalized form.

Behavior change: entries written prior to this fix under mixed-case agent
names will not match the new lowercase filter; documented under v3.3.5
in CHANGELOG with a `mempalace repair` pointer.

Adds a regression test (`test_diary_read_case_insensitive_agent`) and
updates the existing `test_diary_write_and_read` to assert the new
lowercase agent identity.

Closes MemPalace#1243

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* style: ruff format tests/test_mcp_server.py (PR MemPalace#1323)

* fix(backends/chroma): wire quarantine_stale_hnsw into _client() to prevent SIGSEGV on stale HNSW (MemPalace#1121, MemPalace#1132, MemPalace#1263)

PR MemPalace#1173 wired quarantine_stale_hnsw into the static make_client() helper
but not into the instance _client() method. As a result every non-MCP
entry point (CLI mining, search, repair, status) — which all use
get_collection / _get_or_create_collection / _client() — skipped the
cold-start quarantine pass and could SIGSEGV on a stale HNSW segment
left over from a partial flush, replicated palace, or crashed-mid-write.

Refactor: extract the (_fix_blob_seq_ids + gated quarantine_stale_hnsw)
pre-open pass into a single private static helper
ChromaBackend._prepare_palace_for_open(). Both make_client() and
_client() now route through it, so the _quarantined_paths once-per-
palace-per-process gate is preserved (no runtime thrash on hot paths)
and behaviour stays identical — the fix is purely about extending the
existing protection to the path that was missing it.

Tests:

- test_client_quarantines_corrupt_segment_on_first_open mirrors the
  existing make_client test and verifies _client() actually renames a
  corrupt segment on first open.
- test_client_quarantines_only_on_first_call_per_palace verifies the
  cache gate prevents re-running quarantine across repeated _client()
  calls — important because _client() is hit on every backend op.

Closes MemPalace#1121. Closes MemPalace#1132. Closes MemPalace#1263.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* style: ruff format touched files (PR MemPalace#1322)

CI requires whole-file format on touched files; pre-existing drift only.

* style: ruff format tests/test_backends.py (PR MemPalace#1322)

* fix(mcp): omit palace_path from tool_status responses (+ docs)

The MCP `mempalace_status` tool was returning the server's absolute
`_config.palace_path` to any connected client on both the main
(ChromaDB-backed) path and the sqlite fallback path that runs when
HNSW divergence is detected (MemPalace#1222). On a single-user local deployment
this is self-disclosure, but in nested-agent or multi-server MCP
topologies the client is a separate trust domain and the absolute
path has no documented client-side use.

Clients that legitimately need the palace path continue to have three
documented channels: the `MEMPALACE_PALACE_PATH` env var (primary) or
its legacy `MEMPAL_PALACE_PATH` alias, the `~/.mempalace/config.json`
file, and the `--palace` CLI flag on most subcommands.

Also corrects stale docs that claimed `mempalace_reconnect` returned a
`palace_path` field; the code returns `{success, message, drawers,
vector_disabled[, vector_disabled_reason]}` on success, plus a no-palace
shape and an exception shape.

- mempalace/mcp_server.py: drop palace_path from tool_status() and
  _tool_status_via_sqlite() result dicts
- website/reference/mcp-tools.md: update documented return shapes for
  mempalace_status (fix) and mempalace_reconnect (stale-docs correction)

Authored-by: Aaron Salsitz (ICCI LLC, @icciaaron). Claude Code was used
as an authoring and review-orchestration tool, with human-in-the-loop
oversight at every step: Aaron wrote the prompts, reviewed each draft,
called for three independent review passes (drafting / post-rebase
technical / CISA-aligned disclosure-leak), and verified the final patch
behavior before commit.

* fix(mcp): basename source_file in tool_get_drawer responses

The MCP `mempalace_get_drawer` tool returned the entire raw drawer
metadata blob to any connected client, and the `source_file` field
in that blob is the absolute filesystem path written by the miners
(`miner.py`, `convo_miner.py` — `source_file = str(filepath)`). On
a single-user local deployment this is self-disclosure, but in
nested-agent or multi-server MCP topologies the client is a separate
trust domain and the host's directory layout has no documented
client-side use.

Mirror the mitigation that `searcher.search_memories()` already applies
on its own return path: reduce `source_file` to its basename via
`Path(source_file).name` before handing the metadata to the client.
Citations still work — the directory layout does not leak.

Companion to #1 (omit palace_path from tool_status). Same threat class,
different surface:

- mempalace_status — palace dir path     → fixed in #1
- mempalace_get_drawer — per-drawer source_file path → this PR

Other read tools were audited and do not leak host paths:
- mempalace_search    — already basenames source_file
- mempalace_list_drawers — returns wing/room/preview only
- mempalace_diary_read   — date/timestamp/topic/content only
- mempalace_reconnect    — success/message/drawers only
- mempalace_kg_*         — entity/predicate strings, counts
- mempalace_check_duplicate — wing/room/preview only

Changes:
- mempalace/mcp_server.py: tool_get_drawer() now basenames metadata.source_file
- tests/test_mcp_server.py: regression test asserting the absolute path
  and its parent directory do not appear anywhere in the response
- website/reference/mcp-tools.md: clarify the documented return shape

* feat(searcher): add candidate_strategy="union" for vector∪BM25 reranking pool

Default search behavior is unchanged. Opt-in candidate_strategy="union"
also pulls top-K BM25-only candidates from sqlite FTS5 and merges them
into the rerank pool, catching docs with strong BM25 signal that the
vector index didn't surface in the over-fetch window.

Motivation
----------
The current hybrid path gathers candidates from the vector index only
(n_results * 3 over-fetch), then BM25-reranks within them. When the
query embeds close to the wrong content semantically, the right doc
never enters the rerank pool — *no matter how wide the over-fetch*.
Tested on a ~6K-document mixed corpus (knowledge prose + short structured
records): at *30x* over-fetch (~5% of the corpus) the target doc still
didn't surface for narrative-shaped queries targeting terminology guides.
Wider over-fetch isn't the answer; widening the pool's *source* is.

Concrete failure mode: a narrative-shaped query embeds close to records
sharing the same operational vocabulary (other narrative entries in the
corpus). A terminology / style guide is BM25-strong for the query
(rare keywords the guide repeats) but vector-distant. Vector-only
candidates don't include it; BM25 never gets to rerank it. The hybrid
path produces 0.00 recall on a probe that pure BM25 alone scores 1.00 —
the hybrid is worse than its component on the same input.

Behavior change
---------------
* New parameter ``candidate_strategy: str = "vector"`` on ``search_memories``.
  - ``"vector"`` (default): historical behavior, no change.
  - ``"union"``: also fetch top ``n_results * 3`` candidates via the
    existing ``_bm25_only_via_sqlite`` helper, dedupe by source_file,
    merge into the rerank pool. BM25-only candidates carry
    ``distance=None`` so they're scored on BM25 contribution alone
    (vec_sim coerces to 0).
* ``_hybrid_rank`` now handles ``distance=None`` explicitly, scoring
  such candidates as vector-unknown (vec_sim=0) rather than treating
  it as max-distance via shim.
* New strategies register via ``_CANDIDATE_MERGERS``; dispatch is in
  ``_apply_candidate_strategy`` so ``search_memories`` stays under the
  C901 complexity ceiling.

Bench numbers (~6K-doc internal mixed corpus, recall@10, 5 probes spanning
policy-exception lookup, temporal-decay, style retrieval, set-difference,
and pattern-recognition):

                              baseline ("vector")   "union"
  policy-exception probe        0.00                  0.50    +0.50
  temporal-decay probe          0.17                  0.50    +0.33
  style-retrieval probe         0.00                  1.00    +1.00 (PASSES)
  set-difference probe          0.00–0.06             0.06–0.09  ~
  pattern-recog probe           0.64 (stable)         0.50–0.71  variance, typ. +0.07
  macro recall                  0.16–0.17             0.51–0.56  +0.34 to +0.40

The pattern-recog variance points at a related issue worth a separate PR:
``_hybrid_rank`` computes BM25 IDF over the candidate set. Adding new
candidates re-normalizes BM25 for *existing* candidates non-monotonically.
Stable corpus-wide BM25 would remove this. Out of scope here.

Tests
-----
``tests/test_hybrid_candidate_union.py`` (6 tests, all pass):
- default behavior unchanged (explicit ``"vector"`` matches default)
- ``"union"`` surfaces a BM25-strong vector-distant doc
- ``"union"`` doesn't drop docs ``"vector"`` would have found
- empty-palace handling
- invalid ``candidate_strategy`` raises
- ``_hybrid_rank`` tolerates ``distance=None``

Existing ``test_hybrid_search.py`` (5) and ``test_searcher.py`` (27) pass.

Performance note
----------------
Each ``"union"`` query adds one sqlite open + FTS5 MATCH + metadata
fetch (via the existing ``_bm25_only_via_sqlite`` helper, which already
runs as the ``vector_disabled`` fallback path so the code is
well-trodden). Per-query overhead is small but unmeasured at corpus
scale. Default stays ``"vector"`` until a maintainer characterizes the
cost.

* fix(searcher): address Copilot review on MemPalace#1306

- Dedup union candidates by (full_path, chunk_index), not basename —
  two files sharing a basename in different dirs no longer collide,
  and a vector hit on chunk N of a file no longer blocks BM25 from
  contributing chunk M of the same file.
- Validate candidate_strategy at the top of search_memories so invalid
  values fail consistently, not only when the call routes through the
  vector path.
- Trim hits back to n_results after the union+rerank pool grows;
  preserves the existing search_memories size contract that the MCP
  limit parameter is built on.
- Skip BM25-only injection when max_distance > 0.0; BM25-only
  candidates carry distance=None and would silently bypass the
  caller's strict vector-distance threshold.

Adds 4 tests covering: validation under vector_disabled, n_results
trim, max_distance honoring, and basename-collision dedup.

* fix(mcp): forward valid_to and source params in kg_add/kg_invalidate (MemPalace#1314)

`tool_kg_add` previously accepted only `valid_from` and `source_closet`,
silently dropping `valid_to`, `source_file`, and `source_drawer_id` at
the MCP boundary. Backfilling already-ended historical facts therefore
collapsed to "still current," and adapter provenance never reached
the SQLite layer even though `KnowledgeGraph.add_triple` already
supported every column.

`tool_kg_invalidate` returned the literal string `"today"` whenever the
caller omitted `ended`, hiding the actual stamped date from anyone trying
to verify what got persisted.

Changes:
- Extend `tool_kg_add` signature + MCP input_schema with `valid_to`,
  `source_file`, `source_drawer_id`; forward all of them to
  `_kg.add_triple` and to the WAL log.
- Resolve `ended` to `date.today().isoformat()` in `tool_kg_invalidate`
  before logging / returning, so the response always reports the actual
  date stored in `valid_to`.
- Add regression tests for valid_to round-trip, source_file /
  source_drawer_id provenance, and the resolved-ended-date contract.
- Leave TODO(MemPalace#1283) markers so the open ISO-8601 validation PR can drop
  `validate_iso_date` over `valid_from` / `valid_to` / `ended` cleanly.

The underlying `KnowledgeGraph.add_triple` already accepted these
kwargs (RFC 002 §5.5) — only the MCP edge needed wiring up.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* style: ruff format test_mcp_server.py (PR MemPalace#1320)

* docs(mcp): drop §5.5 from kg_add docstring/schema

The repo's anti-jargon meta-test bans §N markers outside the
sources/backends allowlist. mcp_server.py isn't allowlisted, so the
"RFC 002 §5.5" references added in this PR turned the test red.
Trim to "RFC 002" — section number isn't load-bearing for the description.

* fix(cli): honor --palace flag in cmd_init (MemPalace#1313)

cmd_init was instantiating MempalaceConfig() unconditionally, ignoring
args.palace and always writing the palace under ~/.mempalace. Mirror
the env-var pattern used by mcp_server.py (and consistent with how
cmd_mine / cmd_status / cmd_search resolve --palace) so every
downstream read of cfg.palace_path inside cmd_init — Pass 0,
cfg.init(), and the post-init mine — routes to the user-specified
location.

Adds tests/test_cli.py::test_cmd_init_honors_palace_flag covering the
regression: asserts Pass 0 receives the --palace value (not
~/.mempalace) and that MEMPALACE_PALACE_PATH is set in os.environ.

Closes MemPalace#1313.

* test(cli): prime monkeypatch undo so palace env doesn't leak

monkeypatch.delenv(name, raising=False) on a missing key registers no
undo entry, so the env var cmd_init writes leaked into test_config_from_file
on Python 3.13 / Windows / macOS.

Prime the slot with setenv before delenv so teardown rolls back the write.

* feat(mcp): persist drawer metadata

* fix: address metadata passthrough review blockers

* Close metadata passthrough review findings

F03 now logs corrupted drawer metadata decode failures through the mempalace_mcp logger, truncating the stored value to value_head so operators get an identifier without leaking the full payload.

F15 is Case B: ChromaBackend._resolve_embedding_function() can return None because it catches any exception from get_embedding_function() and returns None after logging; ChromaBackend.get_collection() mirrors the same conditional kwargs behavior and does not repair that case.

For the MCP _get_collection call site, treat a None EF as a fail-closed condition and never reopen a collection without embedding_function=, so the MemPalace#1299 default-EF regression path cannot silently reappear there.

Validation: uv run pytest -q; uv run ruff check .

---------

Co-authored-by: Igor Lins e Silva <4753812+igorls@users.noreply.github.com>
Co-authored-by: Mikhail Valentsev <michael@valentsev.ru>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: icciAaron <asalsitz@icci.com>
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SIGSEGV on get_or_create_collection when call-site metadata differs from stored collection metadata (chromadb 1.5.x)

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