yau-plant-assistant/CLAUDE.md
Claude 98083cd8d6 Design Phase 9 - operator document management
Operators cannot add a document today: ingestion is CLI-only, needs a host
login and a TTY for confirm_header(), /datadisk/ai-docs is mounted read-only,
ai-api has no identity, and nothing in the stack has a role that can write
doc_chunks. This designs the way in, the way out, and control over what is in
the retrieval pool. Design and schema only - no router, worker or UI code yet.

Documents in (16.1-16.9, db/004):
  upload -> pre-scan -> review -> approve -> published, with the header
  confirmation moved from a terminal prompt to a review screen and recorded
  rather than discarded. A CHECK constraint refuses an approved row without a
  confirmed number, revision and effective date, so an API bug cannot skip it.
  Three roles: agent_ro unchanged, uploads_rw writes the queue only, ingest_rw
  writes doc_chunks and has no HTTP surface.

Documents out (16.10-16.11, db/005):
  --supersede needs a revision to keep, so a cancelled procedure cannot be
  withdrawn at all. Adds withdraw (immediate, reversible, audited), restore
  (refused while another revision is live) and purge (off by default). A
  column grant plus a trigger let the web-facing role make a document less
  citable and never more.

The pool (16.13-16.15, db/006):
  pool_enabled, orthogonal to superseded: one is a claim about the document,
  the other about the corpus. Retrieval requires both, so re-enabling a
  withdrawn document does not make it citable. Named profiles and a
  per-request override let a demo trim the corpus without mutating state on a
  shared live host, and every reduced-pool answer carries a banner with the
  document count, following the used_fixture_data precedent.

Two existing defects found and documented while designing this:
  - ai-ingest takes PGUSER=agent_ro from api.env, a SELECT-only role, so the
    Phase 3 command in the README cannot write doc_chunks (16.1).
  - ingest_file() always inserts superseded = FALSE, so `--all` re-ingests a
    superseded revision as live. --supersede survives only until the next bulk
    run (16.10).

One commit rather than three: the upload, withdrawal and pool designs
interleave in the same spec, README and compose files.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-21 13:17:38 +10:00

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# CLAUDE.md — rules to keep front of mind
Plant Operations Assistant for the **Waterloo Road Pump Station (WRPS)**, deployed onto an
existing, live, shared Docker host. Full detail: `BUILD-AI-CONTAINERS.md` (the build spec) and
`YAU_Linux_Host_Onboarding.md` (the host brief). **Where the two conflict, the host brief wins.**
## The three lines this system does not cross
1. **No instructions for safety-critical actions.** Procedural questions get document identity,
revision, effective date and verbatim prerequisites — never synthesised steps.
2. **No recommended setpoints or operating parameters.** Advisory questions get evidence, ranges,
outcomes, documented limits, then an explicit deferral. Never a number presented as the answer.
3. **No answers outside the evidence.** Zero rows means "no records found", never a plausible figure.
These are **code paths, not prompt instructions.** A safety rule living only in a prompt is not
implemented. The classifier runs first; each class has a Pydantic contract validated in Python
after generation and before returning. Contract failure -> regenerate once -> error. Never return.
When class is uncertain, choose the **more restrictive** class. Procedural beats Reference.
Advisory beats Historical. Partly-advisory is advisory.
## Host rules — inherited, non-negotiable
- Growing data goes on **`/datadisk`**, never `/`. Root is 62 GB and has hit 100% before.
- **No published host ports for anything we build.** Join the external `proxy` network, reach it
through Caddy. Some existing containers do publish (`caddy`, `wireguard`, `mosquitto`,
`chirpstack-gateway-bridge`, `openplc-runtime`) — they carry non-HTTP protocols. We do not.
- **Never omit `import authelia`** from a Caddyfile block — it silently makes a service public.
- `~/authelia/configuration.yml` is **root-owned**: `sudo`, back up as `.bak-<purpose>-<date>`.
Restarting Authelia **logs out every active user** — announce it first.
- AD group membership must be **DIRECT**. Nested membership silently fails.
- `pg-ai` and `cube` are pinned — **do not add them to Watchtower's update list**.
- **`openplc-runtime` is live control for this demo.** Never restart, update or reconfigure it as
a side effect of AI work. Do not copy its published-port pattern, and never change its
`10.0.0.17` binding to `0.0.0.0` — that binding is what keeps unauthenticated Modbus off the
internet.
- Never install on, write to or restart `cicore1`. Never exceed read-only on `imh`.
- **No secrets in Git, compose files, logs or error messages.** `0600` env files under `~/ai/`.
## Verification
`docker ps` showing "Up" is **not** proof. `curl -sI` the public URL, expect `302` to the auth
portal, and read the container logs. Prove each layer without the LLM first: prove Cube returns
the right number by hand, prove retrieval finds the right procedure by hand, *then* wire the agent.
## Working conventions
- Prefer additive changes. Snapshot config before editing.
- **Do not invent schema.** `imh` is pending — inspect it, or ask. Fixtures are marked as fixtures.
- Store UTC. Convert to `SITE_TIMEZONE` exactly once, in Cube. Never do timezone maths in a prompt.
- Fix failures in the classifier, Cube or ingestion — **not by adding instructions to the prompt.**
- **A document becomes citable only after a human confirms its number, revision and effective date** —
`confirm_header()` at a terminal, or the Phase 9 review screen. Never add a path that ingests an
unconfirmed header. The web-facing role may only make a document **less** citable (withdraw);
publishing and restoring go through `ai-docs-worker`, which has no HTTP surface.
- When something fails, add the failing case to `eval/testset.jsonl` *before* fixing it.
- Small commits, one concern each. If a change alters an accepted phase, re-run that phase's gate.
## The plant
Waterloo Road Pump Station: a three-pump wastewater station. Wet well `WW-101` (07000 mm,
120 m³/m), duty/assist/assist pumps `PU-301/302/303` on a common VSD speed reference, discharging
through manifold `MAN-301` against 22 m static lift. Spill weir at 6000 mm, `LSHH-102` at 5500 mm.
Control runs on `openplc-runtime`; Yokogawa CI Server on `cicore1` polls it over Modbus TCP and
historises the result. Source of truth for tags: `db/seed/tags.csv`, derived from
`WRPS/04-plc/register-map.csv` and `WRPS/05-scada/modbus/scada-points.csv`.