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id: friendly-name reference resolution v2 — cross-store fan-out and locator fetch (follow-on to #2259) #5178

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Description

@dezren39

Follow-on to #2259 (design + local-store PoC, completed 2026-11-03)

The local half of friendly-name reference resolution is done and merged: spec (doc/2026-10-30T13-25-00Z_design_friendly_name_references.md, PR #2742; design record PR #3829) and the local-store PoC (pkgs/id/src/references.rs, PR #2756, merge 4b6d1f93). Findings are posted on #2259.

This issue is the v2 half that #2259 explicitly left out of scope:

Scope

  1. Cross-store fan-out: resolution queries across stores (not just the local notes/documents index), merging per-store ranked candidates under the spec's tier rules — boosts never cross tiers, contested surfaces are never silently picked.
  2. Locator fetch: following a stored reference's locator hints to fetch/render a target that lives in another store, including the renamed/cleared/unresolved-for-viewer render states across the store boundary.
  3. Hosted-store search: the hosted counterpart of the local index (was out of scope for the PoC).

Carried decision (Drew)

From the 2026-11-01 design note on #2259 — Q1, document identity: choose (a) DocumentRecord.id revision-level references (recommended for the PoC) or (b) a stable logical note ID that follows later saves. The PoC landed without this ruling; v2's reference representation depends on it, so this issue stays design-first until Q1 is answered.

Acceptance criteria

  • Q1 answered and recorded here
  • Design for fan-out ordering/provenance across stores (how per-store tiers merge without silent picks)
  • PoC or implementation per the design, with duplicate-title and contested-alias cases covered across stores

Program: ID platform expansion, epic #2056. Origin: #2047 investigation → #2259 local design+PoC → this v2.

Activity

  1. added
    app/idPackage/app: id (pkgs/ or apps/ in this repo)
    priority/normalOrdinary priority (the default)
    effort/lLarge: multi-day or open-ended; expect staged check-ins
    meta/enrichedIntake review done: acceptance criteria, links, and normalized labels added
    on Nov 3, 2026
  2. dezren39 commented on Nov 3, 2026

    @dezren39
    MemberAuthor

    Intake review

    Related: Origin: #2259 (closed/completed). Spec: doc/2026-10-30T13-25-00Z_design_friendly_name_references.md.

    Notes: Follow-on to #2259 (design + local-store PoC, completed 2026-11-03; PR #2742/#3829/#2756). Body already carries acceptance criteria and the carried Q1 decision, so no body edit this pass. Scope is the v2 half: cross-store fan-out, locator fetch, hosted-store search. Risks: tier-rule violations across store boundaries (boosts crossing tiers) are the spec's hard constraint — acceptance tests should include a contested-surface case. Effort l (multi-day, three sub-scopes; may split). Suggested approach: slice per scope item, fan-out first since locator fetch depends on its result shape.

    — fleet monitor intake (protocol §5), 2026-11-03. Verified still live this run: no merged PR resolves this issue.

  3. added
    work/assignedQueue worker lifecycle state
    queue/claimedQueue worker lifecycle state
    and removed on Nov 4, 2026
  4. dezren39 commented on Nov 4, 2026

    @dezren39
    MemberAuthor

    🤖 Agent note · handed off

  5. added
    task/triageQueue packet kind: verify, reproduce, and route this item
    on Nov 4, 2026
  6. dezren39 commented on Nov 4, 2026

    @dezren39
    MemberAuthor

    🤖 Agent note · picked up

  7. 9 remaining items

  8. added
    work/assignedQueue worker lifecycle state
    queue/claimedQueue worker lifecycle state
    and removed
    queue/claimedQueue worker lifecycle state
    work/assignedQueue worker lifecycle state
    on Nov 4, 2026
  9. dezren39 commented on Nov 4, 2026

    @dezren39
    MemberAuthor

    🤖 Agent note · handed off

  10. dezren39 commented on Nov 4, 2026

    @dezren39
    MemberAuthor

    🤖 Agent note · handed off

  11. dezren39 commented on Nov 5, 2026

    @dezren39
    MemberAuthor

    agent-note:v1
    state: picked-up
    task: 9464 — triage #5178
    agent: repo-worker-code, OpenChamber scheduled lane 335a5d1f-bfc1-4831-99ea-850c8939a727
    found via: atomic queue claim
    revalidating: issue #5178 remains open; checking the prior triage disposition and merged PR #5553 against current issue/PR state before closing this task or routing remaining scope.

  12. dezren39 commented on Nov 5, 2026

    @dezren39
    MemberAuthor

    agent-note:v1
    state: triaged
    task: 9464 — triage #5178
    agent: repo-worker-code, OpenChamber scheduled lane 335a5d1f-bfc1-4831-99ea-850c8939a727
    found via: atomic queue claim

    Disposition: keep #5178 OPEN. Q1 is answered: references target stable logical note IDs with an optional exact-revision pin; current main 83f78ed2347ec039a1a029f4a29e88c45382a70e contains Reference.pinned_revision and the merged FanOut implementation. PR #5553 is MERGED, and its design record explicitly says locator fetch/render and hosted-store search remain later slices; no open PR currently references #5178. The prior follow-up task 9579 delivered the fan-out slice.

    Next steps: locator-hint fetch/render across stores first, preserving viewer-specific access filtering and explicit renamed/cleared/unresolved states; hosted-store search second as a separately scoped adapter. No Drew decision blocker remains. Evidence: fresh issue state OPEN, fresh PR #5553 state MERGED, and current-main pkgs/id/src/references.rs plus doc/2026-11-04T15-33-00Z_design_friendly_name_fanout.md.

  13. dezren39 commented on Nov 5, 2026

    @dezren39
    MemberAuthor

    agent-note:v1
    state: handed_off
    task: 9464 — triage #5178
    agent: repo-worker-code, OpenChamber scheduled lane 335a5d1f-bfc1-4831-99ea-850c8939a727
    handed off to: #5927, queued as follow-up task 9828 in repo-health-code-pilot
    next: implement locator-hint fetch/render with viewer-specific no-leak behavior; hosted-store search remains a later slice.
    links: #5927

  14. dezren39 commented on Nov 5, 2026

    @dezren39
    MemberAuthor

    agent-note:v1
    state: done
    task: 9464 — triage #5178
    agent: repo-worker-code, OpenChamber scheduled lane 335a5d1f-bfc1-4831-99ea-850c8939a727
    result: triaged; #5178 remains OPEN. Fresh evidence and ordered next slices are recorded above. Locator-fetch follow-up is #5927, queue task 9828; hosted-store search remains later.
    queue: task 9464 completed as triaged; this lane removed stale queue/claimed, status/in-progress, and work/assigned labels.
    links: #5927, #5553

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