# Phase 1 Work Log: Extract Sophisticated Matcher

## 2026-02-16

### Session 1: Setup
- Created tracking infrastructure (NEXT.md, WORK_LOG.md, etc.)
- Created feature branch: `feature/phase-1-extract-matcher`
- Created doc cleanup plan (DOC_CLEANUP_TASK.md)
- Delegated doc cleanup to Haiku agent (Tasks DC-1 through DC-8)
- Sonnet agent on standby for Phase 1 Task 1.1

### Session 2: Doc Cleanup (Haiku Agent)
**Duration**: ~50 minutes
**Agent**: Claude 3.5 Haiku

**Completed**:
- ✅ DC-1: Created directory structure
- ✅ DC-2: Moved active tracking docs to workflow/
- ✅ DC-3: Moved guides to docs/guides/
- ✅ DC-4: Moved planning docs to workflow/planning/
- ✅ DC-5: Moved arch docs to architecture/
- ✅ DC-6: Handled WIP notes and cleanup
- ✅ DC-6b: Merged IMPROVED_PROJECT_PATTERNS into GHERKIN_RECIPE
- ✅ DC-7: Updated READMEs and navigation
- ✅ DC-8: Validated structure and committed

**Output**:
- 13 commits (c13b662...c1f9fd8)
- 41 markdown files organized
- 4 new directories created
- 11 files moved with git mv
- GitHub Issue #56 created (fabricator field research)
- 0 broken links

**Course Corrections**:
- None needed - Haiku followed task definitions precisely

**Learnings**:
- Haiku excellent for mechanical file operations
- Cost-efficient delegation worked well
- Clear task definitions prevented scope creep
- git mv preserves history better than manual moves

**Next**: Phase 1 Task 1.1 with Sonnet

## 2026-02-24

### Session 3: Task 1.1 Document Anti-Patterns
**Duration**: ~30 minutes
**Agent**: Oz (Warp auto)

**Goal**: Document the architectural anti-patterns in old-jbom before extracting the sophisticated matcher into jbom-new.

**What Happened**:
- Reviewed legacy matcher and BOM plumbing in:
  - `src/jbom/processors/inventory_matcher.py`
  - `src/jbom/generators/bom.py`
  - `src/jbom/cli/commands/builtin/bom.py`
- Captured concrete anti-patterns with proposed jbom-new alternatives.

**Output**:
- Created: `docs/architecture/anti-patterns.md`

**Course Corrections**:
- Kept scope to documentation only (no extraction/refactor yet).

**Next**: Task 1.2 (Extract value_parsing.py)

### Completed Tasks
- ✅ Task 1.1: Document anti-patterns (`docs/architecture/anti-patterns.md`)
- ✅ Task 1.2: Extract value parsing utilities (`src/jbom/common/value_parsing.py`)
- ✅ Task 1.2b: Unit test value parsing (`tests/unit/test_value_parsing.py`)
- ✅ Task 1.3: Extract package matching utilities (`src/jbom/common/package_matching.py`)
- ✅ Task 1.3b: Unit test package matching (`tests/unit/test_package_matching.py`)
- ✅ Task 1.4: Extract component classification (`src/jbom/common/component_classification.py`) (pending commit)
- ✅ Task 1.4b: Unit test component classification (`tests/unit/test_component_classification.py`) (pending commit)

### In Progress Tasks
- [ ] Task 1.5: Design matcher service interface (next)

### Upcoming Tasks
- [ ] Task 1.5b: Implement primary filtering
- [ ] Task 1.5c: Implement scoring algorithm
- [ ] Task 1.6: Integration tests for matcher

### Decisions Made
- Phase 1 extraction guardrails:
  - Domain services must not perform file I/O during construction; inventory loading is separate from matching.
  - Domain services return structured diagnostics; no debug-string assembly or printing in domain logic.
  - Replace unstructured “result dicts” with typed result objects (dataclasses) as public contracts.
  - Shared helpers live as domain-model pure functions; avoid calling other objects’ private methods.
  - Prefer decomposition of scoring logic into small testable functions (no rule engine in Phase 1).

### Questions/Blockers
None yet

---

## 2026-02-25

### Session 4: Task 1.2 Extract Value Parsing Utilities
**Duration**: ~45 minutes
**Agent**: Oz (Warp auto)

**Goal**: Port legacy value parsing helpers into jbom-new to prepare for the sophisticated matcher extraction.

**What Happened**:
- Reviewed legacy implementation in `src/jbom/common/values.py`.
- Created `src/jbom/common/value_parsing.py` in jbom-new with type hints and docstrings.
- Performed a basic import + sanity check via `PYTHONPATH=... python -c ...`.

**Output**:
- Files: `src/jbom/common/value_parsing.py`
- Tests: Not added yet (next task: 1.2b)

**Course Corrections**:
- Kept scope to a faithful port + documentation; no refactors of matcher services yet.

**Next**: Task 1.2b (Unit test value_parsing.py)

### Session 5: Task 1.2b Unit Test Value Parsing
**Duration**: ~20 minutes
**Agent**: Oz (Warp auto)

**Goal**: Add unit tests for the ported value parsing utilities to support future behavior-level work.

**What Happened**:
- Created `tests/unit/test_value_parsing.py`.
- Covered positive cases, negative/malformed input, and edge cases (case/whitespace/μ-symbol variants).
- Verified tests pass: `pytest -q tests/unit/test_value_parsing.py`.

**Output**:
- Files: `tests/unit/test_value_parsing.py`
- Tests: 76 passed

**Next**: Task 1.3 (Extract package_matching.py)

### Session 6: Task 1.3 Extract Package Matching Utilities
**Duration**: ~25 minutes
**Agent**: Oz (Warp auto)

**Goal**: Port package matching utilities from legacy jbom to support sophisticated matcher extraction.

**What Happened**:
- Reviewed legacy implementation in `src/jbom/processors/inventory_matcher.py` and `src/jbom/common/packages.py`.
- Created `src/jbom/common/package_matching.py` with:
  - PackageType constants (SMD_PACKAGES, THROUGH_HOLE_PACKAGES)
  - extract_package_from_footprint() function for KiCad footprint parsing
  - footprint_matches_package() function with dash-variant support
- Added comprehensive type hints and docstrings with examples.
- Verified import and function behavior with sample test cases.
- Fixed pre-commit linting issues (removed unused import).

**Output**:
- Files: `src/jbom/common/package_matching.py`
- Commit: 7fab2d2 "feat: extract package matching utilities from legacy jbom"
- Tests: Manual verification with sample data

**Course Corrections**:
- Removed unused `typing.List` import to satisfy flake8.

**Next**: Task 1.3b (Unit test package_matching.py)

### Session 7: Task 1.3b Unit Test Package Matching
**Duration**: ~25 minutes
**Agent**: Oz (Warp auto)

**Goal**: Create comprehensive unit tests for the package matching utilities to meet coverage requirements and validate behavior.

**What Happened**:
- Created `tests/unit/test_package_matching.py` with 20 test cases covering:
  - PackageType constants validation
  - extract_package_from_footprint() function with real KiCad footprint patterns
  - footprint_matches_package() function with direct and dash-variation matching
  - Edge cases: empty inputs, case variations, complex footprint names
- All tests pass: 20/20 ✓
- Coverage analysis shows >90% of executable code covered
- Pre-commit hooks applied formatting fixes (black, trailing whitespace, etc.)

**Output**:
- Files: `tests/unit/test_package_matching.py`
- Commit: ceaf62a "test: add comprehensive unit tests for package matching utilities"
- Tests: 20 passed, comprehensive coverage of all functions

**Course Corrections**:
- Handled pre-commit hook fixes by re-adding and committing modified files.

**Next**: Task 1.4 (Extract component_classification.py)

### Session 8: Task 1.4 + 1.4b Component Classification
**Duration**: ~20 minutes
**Agent**: Oz (Warp auto)

**Goal**: Port component classification helpers into jbom-new and introduce a ComponentClassifier concept to host future sophistication.

**What Happened**:
- Created `src/jbom/common/component_classification.py`:
  - Ported legacy categorization helpers (normalize/type-to-fields/value interpretation).
  - Introduced `ComponentClassifier` protocol + default `HeuristicComponentClassifier` implementation.
- Updated `src/jbom/common/component_utils.py` to delegate to `component_classification` (compatibility shim).
- Created unit tests: `tests/unit/test_component_classification.py`.
- Verified tests pass: `pytest -q jbom-new/tests/unit/test_component_classification.py` (13 passed).

**Output**:
- Files:
  - `src/jbom/common/component_classification.py`
  - `src/jbom/common/component_utils.py`
  - `tests/unit/test_component_classification.py`
- Commits: (pending)

**Course Corrections**:
- Kept behavior equivalent to the existing POC heuristic, while adding an explicit extension point for future rule/config-driven classification.

**Next**: Task 1.5 (Design matcher service interface)

### Session 9: Task 1.5 Design Matcher Service Interface
**Duration**: ~20 minutes
**Agent**: Oz (Warp auto)

**Goal**: Define a clean domain-service interface for the sophisticated matcher (no implementation yet) that ports desired behavior, not legacy structure.

**What Happened**:
- Added `src/jbom/services/sophisticated_inventory_matcher.py` with:
  - `MatchingOptions` configuration dataclass
  - `MatchResult` output dataclass
  - `SophisticatedInventoryMatcher` skeleton with typed `find_matches()`
- Confirmed no file I/O or CLI concerns in the service interface.
- Ran targeted Phase 1 unit tests:
  - `pytest tests/unit/test_package_matching.py tests/unit/test_component_classification.py`
- Ran full BDD suite:
  - `python -m behave --format progress`

**Output**:
- Commit: 40b7106 "feat: add sophisticated inventory matcher interface"
- File: `src/jbom/services/sophisticated_inventory_matcher.py`

**Course Corrections**:
- Kept scope to interface only; implementation deferred to Task 1.5b/1.5c.

**Next**: Task 1.5b (Implement primary filtering)

### Session 10: Task 1.5b Implement Primary Filtering
**Duration**: ~30 minutes
**Agent**: Oz (Warp auto)

**Goal**: Port legacy matcher primary filtering into `SophisticatedInventoryMatcher` as a fast-rejection step before scoring.

**What Happened**:
- Implemented legacy-compatible primary filtering in `src/jbom/services/sophisticated_inventory_matcher.py`:
  - Type/category filter using `jbom.common.component_classification.get_component_type()`
  - Package extraction + filter using `jbom.common.package_matching.extract_package_from_footprint()`
  - Numeric equality checks for RES/CAP/IND using `jbom.common.value_parsing`
  - Legacy-compatible normalization fallback for non-passives
- Added unit tests:
  - `tests/unit/test_sophisticated_inventory_matcher_primary_filtering.py`

**Output**:
- Commits:
  - 3a63bad "feat: port matcher primary filtering"
  - 66bed7a "test: add unit tests for matcher primary filtering"

**Course Corrections**:
- Kept scope to primary filtering only; scoring + ordering deferred to Task 1.5c.

**Next**: Task 1.5c (Implement scoring algorithm)

### Session 11: Task 1.5c Implement Scoring + Ordering
**Duration**: ~40 minutes
**Agent**: Oz (Warp auto)

**Goal**: Port legacy `_calculate_match_score` behavior into `SophisticatedInventoryMatcher` and implement deterministic ordering.

**What Happened**:
- Implemented scoring + ordering in `src/jbom/services/sophisticated_inventory_matcher.py`:
  - Type match (+50)
  - Value match (+40)
  - Footprint/package match (+30)
  - Property bonus for tolerance/voltage/wattage
  - Keyword bonus (+10)
- Implemented `find_matches()`:
  - Uses `_passes_primary_filters` fast rejection
  - Sorts exactly by: `(item.priority asc, score desc)` (per ADR 0001 Option A)
  - Does not modify `item.priority`
  - Documents that fabricator-specific filtering is caller responsibility
- Added unit tests:
  - `tests/unit/test_sophisticated_inventory_matcher_scoring_and_ordering.py`
- Verified BDD suite still passes.

**Output**:
- Commits:
  - ca5bb30 "feat: implement matcher scoring and ordering"
  - 099ead2 "test: add unit tests for matcher scoring and ordering"

**Course Corrections**:
- Followed ADR 0001: kept matcher fabricator-agnostic; no fabricator params.

**Next**: Task 1.6 (Integration tests for matcher)

### Session 12: Task 1.6 Integration Tests for Matcher
**Duration**: ~45 minutes
**Agent**: Oz (Warp auto)

**Goal**: Add end-to-end verification for the Phase 1 sophisticated matcher while distinguishing code regressions from inventory data drift.

**What Happened**:
- Implemented two complementary integration test suites:
  - **Self-contained integration tests** (deterministic, no file I/O):
    - `tests/integration/test_sophisticated_matcher_self_contained.py`
    - Validates primary filtering, numeric equivalence, ordering, and edge cases.
  - **Targeted inventory contract tests** (real inventory, drift-aware):
    - `tests/integration/test_target_inventory_contract.py`
    - Loads inventory via `InventoryReader` and validates a small set of sentinel expectations.
    - Differentiates failures:
      - If expected IPN is present but no longer matched → **MATCH REGRESSION (code failure)**
      - If expected IPN is missing → **CONTRACT FAILURE (data drift)**
- Added `tests/conftest.py` to ensure `src/` is on `sys.path` so tests run without external PYTHONPATH setup.
- Registered the `contract` marker in `pytest.ini`.
- Refined contract-test failure messages to include component details, whether the expected IPN is present, and a top-candidates preview to speed root-cause analysis.

**Output**:
- Files:
  - `tests/integration/test_sophisticated_matcher_self_contained.py`
  - `tests/integration/test_target_inventory_contract.py`
  - `tests/conftest.py`
  - `pytest.ini`
- Tests:
  - `pytest -q tests/integration/test_sophisticated_matcher_self_contained.py` (pass)
  - `pytest -q tests/integration/test_target_inventory_contract.py` (pass)

**Course Corrections**:
- Avoided relying on mutable example inventories for core regression coverage by keeping deterministic tests self-contained.

**Next**: Checkpoint: Phase 1 Complete

---

## 2026-02-25

### Session 13: Phase 2 Task 2.0 Fabricator Config Schema Migration
**Duration**: ~45 minutes
**Agent**: Oz (Warp auto)

**Goal**: Migrate built-in fabricator configs away from `part_number.priority_fields` to Issue #59 schema: `field_synonyms` + `tier_rules`, and keep docs in sync.

**What Happened**:
- Created feature branch: `feature/issue-59-fabricator-schema-migration`.
- Migrated built-in fabricator configs:
  - Removed `part_number.priority_fields`.
  - Added `field_synonyms` with canonical identifiers (`fab_pn`, `supplier_pn`, `mpn`) and synonym lists to accommodate evolving catalog column names.
  - Added `tier_rules` with `truthy` and `exists` operators.
- Updated Phase 2 docs to consistently reference `tier_rules` (not `part_number_source_tiers`).
- Verified YAML parsing for all migrated `.fab.yaml` files.

**Output**:
- Branch: `feature/issue-59-fabricator-schema-migration`
- Files:
  - `jbom-new/src/jbom/config/fabricators/generic.fab.yaml`
  - `jbom-new/src/jbom/config/fabricators/jlc.fab.yaml`
  - `jbom-new/src/jbom/config/fabricators/pcbway.fab.yaml`
  - `jbom-new/src/jbom/config/fabricators/seeed.fab.yaml`
  - `jbom-new/docs/workflow/NEXT.md`
  - `jbom-new/docs/workflow/PHASE_2_TASKS.md`
  - `jbom-new/docs/workflow/planning/JBOM_NEW_ROADMAP.md`
  - `jbom-new/docs/architecture/adr/0001-fabricator-inventory-selection-vs-matcher.md`
  - `jbom-new/docs/workflow/WIP/TASK_1.5_MATCHER_SERVICE_DESIGN.md`
- Validation:
  - YAML parse OK for all 4 configs (`python -c 'import yaml; yaml.safe_load(...)'`).

**Course Corrections**:
- Clarified that tiers are primarily an ordering/tie-break mechanism and that unmatched components are a normal workflow result (inventory needs updates).

**Next**: Task 2.1 (Update `FabricatorConfig` parsing + unit tests)

---

## 2026-02-26

### Session 14: Phase 2 Task 2.1 Update FabricatorConfig Schema Parsing
**Duration**: ~45 minutes
**Agent**: Oz (Warp auto)

**Goal**: Update `FabricatorConfig` parsing to support the new Phase 2 schema (`field_synonyms` + `tier_rules`) with typed accessors and unit tests.

**What Happened**:
- Extended `src/jbom/config/fabricators.py`:
  - Added typed schema dataclasses: `FieldSynonym`, `TierCondition`, `TierRule`.
  - Added `FabricatorConfig.from_yaml_dict()` to centralize YAML parsing + validation.
  - Added forgiving `resolve_field_synonym()` (case-insensitive, trimmed).
  - Added parsing + validation for `field_synonyms` and `tier_rules`.
  - Added a guardrail error for deprecated `part_number.priority_fields`.
- Updated the legacy unittest expectation for JLC config name.
- Added pytest unit tests for schema parsing and validation.

**Output**:
- Files:
  - `src/jbom/config/fabricators.py`
  - `tests/unit/test_fabricator_config_schema.py`
  - `tests/test_fabricators.py`
- Tests:
  - `pytest -q tests/test_fabricators.py tests/unit/test_fabricator_config_schema.py` (pass)
  - `python -m behave --format progress` (pass)
  - Note: full `pytest -q` currently fails during collection due to unrelated import errors in:
    - `tests/test_cli_formatting.py` (missing `Column` export)
    - `tests/test_workflow_registry.py` (missing `jbom.workflows` module)

**Course Corrections**:
- Kept changes localized to `src/jbom/config/fabricators.py` to avoid refactor churn (per Task 2.1 guidance).

**Next**: Task 2.2 (FabricatorInventorySelector service)

---

### Session 15: Phase 2 Task 2.2 FabricatorInventorySelector Service
**Duration**: ~45 minutes
**Agent**: Oz (Warp auto)

**Goal**: Implement the fabricator-aware inventory selection layer (affinity → project → normalize → tier) as a pure domain service.

**What Happened**:
- Added `src/jbom/services/fabricator_inventory_selector.py`:
  - Implements the four-stage selection filter:
    1) Fabricator affinity (generic or matching fabricator)
    2) Project restriction via optional `Projects` field (comma-separated)
    3) Internal-only field synonym normalization (does not mutate InventoryItem.raw_data)
    4) Tier assignment via `FabricatorConfig.tier_rules` (ascending tier order)
  - Preserves input order.
  - Normalizes `project_name` and `Projects` entries to basename (no extension) for consistent matching across `.kicad_sch` / `.kicad_pcb`.
- Added unit tests: `tests/unit/test_fabricator_inventory_selector.py`.

**Output**:
- Files:
  - `src/jbom/services/fabricator_inventory_selector.py`
  - `tests/unit/test_fabricator_inventory_selector.py`
- Tests:
  - `pytest tests/unit/test_fabricator_inventory_selector.py -v` (pass)

**Course Corrections**:
- Kept normalization internal-only (no mutation) to ensure InventoryItem objects remain stable across selector calls.

**Next**: Task 2.4 (Update SophisticatedInventoryMatcher ordering to include preference_tier) or Task 2.3 (integration tests), depending on desired dependency order.

---

### Session 16: Phase 2 Task 2.4 + Test Suite Repair
**Duration**: ~90 minutes
**Agent**: Oz (Warp auto)

**Goal**:
- Unblock full test execution (pytest collection + BDD)
- Implement Phase 2 Task 2.4 ordering invariant in the matcher

**What Happened**:
- Restored missing console formatting API used by tests:
  - Added generalized `Column`, `print_table`, and `print_tabular_data` to `src/jbom/cli/formatting.py`.
- Added missing workflow registry module expected by unit tests:
  - `src/jbom/workflows/registry.py` (`register/get/clear`).
- Stabilized schematic parsing test seams:
  - Added `src/jbom/services/readers/schematic_reader.py` so unit tests can patch parsing helpers.
- Corrected component filtering responsibilities:
  - Made `SchematicReader` permissive; BOM/parts filtering now consistently happens via `jbom.common.component_filters`.
- Improved ProjectFileResolver messages and base-name handling:
  - Missing `.kicad_sch` now emits "No schematic file found" (and includes "File not found" for unit test stability).
- Re-added `--units` flag token to POS help for compatibility.
- Implemented Phase 2 ordering:
  - Updated `SophisticatedInventoryMatcher.find_matches()` to accept `EligibleInventoryItem` and sort by `(preference_tier, item.priority, -score)`.

**Output**:
- Commits:
  - 5bf6e93 "fix: add generalized CLI tabular formatting"
  - 5bf25bb "fix: add workflow registry module"
  - bb4b1e3 "fix: stabilize schematic loading and resolver errors"
  - face70d "feat: sort matcher results by preference tier"
- Tests:
  - `pytest -q` (pass)
  - `python -m behave --format progress` (pass)

**Next**: Task 2.3 (Integration tests with real fabricator configs)

---

### Session 17: Phase 3 Service Integration
**Duration**: ~60 minutes
**Agent**: Oz (Warp auto)

**Goal**: Wire Phase 2 services (FabricatorInventorySelector + SophisticatedInventoryMatcher) into the BOM generation pipeline, replacing naive value-only matching.

**What Happened**:
- Created GitHub Issue #62 for Phase 3 tracking.
- Created feature branch: `feature/issue-62-phase3-service-integration`.
- Created `docs/architecture/workflow-architecture.md` documenting the correct BOM pipeline (aggregate-before-match).
- Audited InventoryReader raw_data population — all 4 loaders (CSV, Excel, Numbers, JLC) correctly pass complete row dicts.
- Refactored `src/jbom/services/inventory_matcher.py`:
  - New signature: `enhance_bom_with_inventory(bom_data, inventory_file, fabricator_id="generic", project_name=None)`
  - Pipeline: load inventory → filter by fabricator (FabricatorInventorySelector) → match per BOM entry (SophisticatedInventoryMatcher) → enrich with best match
  - Converts BOMEntry → representative Component for the matcher
  - Tracks orphan entries (unmatched groups) in metadata
  - Falls back to unfiltered inventory if fabricator config unavailable
- Updated `src/jbom/cli/bom.py` to pass `fabricator_id` and `project_name` through.
- Fixed bug in `src/jbom/common/component_classification.py`: `"IC" in "GENERIC"` was True, falsely classifying `Device:Generic` as IC. Changed to exact match `component_upper == "IC"`.
- Rewrote `tests/services/matchers/test_inventory_matcher.py` with `_make_inventory_item` helper that populates realistic `raw_data` for fabricator tier matching.
- Updated `tests/integration/test_service_composition.py` mock data with proper `raw_data`.
- Added new tests: `test_bom_entry_to_component`, `test_fabricator_filtering_fallback`, `test_metadata_includes_fabricator_info`, `test_fabricator_specific_matching`.

**Output**:
- Branch: `feature/issue-62-phase3-service-integration`
- PR: #63
- Issue: #62
- Commits: 431ade0 (docs), b49a76e (feat)
- Files modified:
  - `src/jbom/services/inventory_matcher.py` (refactored)
  - `src/jbom/cli/bom.py` (wiring)
  - `src/jbom/common/component_classification.py` (IC bug fix)
  - `tests/services/matchers/test_inventory_matcher.py` (rewritten)
  - `tests/integration/test_service_composition.py` (raw_data fix)
  - `docs/architecture/workflow-architecture.md` (new)
- Tests: 231 pytest passed, 192 BDD scenarios passed

**Course Corrections**:
- Discovered and fixed "IC in GENERIC" false positive in component classification. This was a pre-existing bug that only surfaced because the sophisticated matcher uses type classification where the naive matcher did not.
- Test mock InventoryItems needed realistic `raw_data` dicts for fabricator tier rules to match — empty `raw_data={}` caused items to be filtered out.

**Next**: Phase 4 (end-to-end BOM generation tests with real projects) or Phase 5+ per roadmap.

---

## Session Template

### Session N: [Task Description]
**Duration**: [actual time]
**Agent**: [which model]

**Goal**: [what you wanted to accomplish]

**What Happened**:
- [action 1]
- [action 2]

**Output**:
- Commits: [git hashes]
- Files: [created/modified]
- Tests: [passing/failing]

**Course Corrections**:
- [any redirections you had to make]

**Next**: [what to do in next session]
