---
phase: 20-session-recall
plan: "01"
subsystem: services
tags: [session, recall, sqlite, sqlalchemy, tdd]

# Dependency graph
requires:
  - phase: 19-methodology-guidance-and-polaris
    provides: polaris scaffolding and AgentContextLayers contract
  - phase: 16-plugin-bridge-and-action-executor
    provides: BaseController._run_action pattern, ActionDefinition architecture
provides:
  - RecallService with recall_temporal (date-range session queries) and recall_topic (LIKE-based log search)
  - RecallController delegating both methods plus recall_topology stub through _run_action
  - Stub recall_topology on both service and controller (Plan 02 implementation)
affects: [20-02, ActionRegistry registration of recall actions, MCP tool generation]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - SQLAlchemy select with func.lower() LIKE for case-insensitive text search
    - Session-scoped note collection via nodes.session FK column
    - Stub service method with data placeholder for incremental delivery

key-files:
  created:
    - src/ztlctl/services/recall.py
    - src/ztlctl/controllers/recall.py
    - tests/services/test_recall.py
    - tests/controllers/test_recall.py
  modified: []

key-decisions:
  - "recall_temporal uses nodes.created for date filtering (ISO date strings, direct string comparison works with YYYY-MM-DD format in SQLite)"
  - "recall_topology stubbed on RecallService returning empty nodes list — full graph-topology implementation deferred to Plan 02"
  - "recall_topic uses func.lower() LIKE rather than FTS5 to keep implementation simple and avoid session_logs FTS index (session_logs is not in nodes_fts)"

patterns-established:
  - "RecallService follows BaseService pattern: @traced on public methods, self._vault.engine.connect() for read-only queries"
  - "RecallController follows SessionController lazy-import pattern: from ztlctl.services.recall import RecallService inside each method"

requirements-completed: [RECL-01, RECL-02, RECL-05]

# Metrics
duration: 2min
completed: 2026-03-21
---

# Phase 20 Plan 01: RecallService and RecallController Summary

**SQLAlchemy-based session recall via date-range temporal filtering and case-insensitive LIKE search on session_logs.summary, with full controller delegation through _run_action**

## Performance

- **Duration:** 2 min
- **Started:** 2026-03-21T19:23:05Z
- **Completed:** 2026-03-21T19:25:25Z
- **Tasks:** 2
- **Files modified:** 4

## Accomplishments

- RecallService.recall_temporal: queries nodes WHERE type='log' with optional from_date/to_date bounds, returns per-session summaries (topic, status, started, ended, log_entry_count, note_ids)
- RecallService.recall_topic: case-insensitive LIKE search on session_logs.summary, groups matched entries by session with session node metadata
- RecallService.recall_topology: stub returning empty nodes list (Plan 02 implementation)
- RecallController wrapping all three methods via _run_action with lazy RecallService imports
- 30 tests (22 service + 8 controller) covering all plan behaviors

## Task Commits

Each task was committed atomically:

1. **Task 1: RecallService with temporal and topic recall** - `95a6793` (feat)
2. **Task 2: RecallController wrapping RecallService** - `736ea7c` (feat)

**Plan metadata:** (docs commit follows)

_Note: Task 1 used TDD — failing tests committed with implementation in a single commit after ruff auto-fixes_

## Files Created/Modified

- `src/ztlctl/services/recall.py` - RecallService with recall_temporal, recall_topic, recall_topology stub
- `src/ztlctl/controllers/recall.py` - RecallController delegating all three methods through _run_action
- `tests/services/test_recall.py` - 22 service-level tests covering all temporal and topic behaviors
- `tests/controllers/test_recall.py` - 8 controller smoke tests

## Decisions Made

- recall_temporal uses `nodes.created` (ISO date strings) for date filtering — SQLite's lexicographic string comparison works correctly with YYYY-MM-DD format
- recall_topology stubbed on RecallService returning `{"nodes": [], "count": 0, "limit": limit}` — full graph-topology implementation deferred to Plan 02
- recall_topic uses `func.lower() LIKE` rather than FTS5 — session_logs is not in nodes_fts virtual table, and LIKE is sufficient for the use case

## Deviations from Plan

### Auto-fixed Issues

**1. [Rule 2 - Missing Critical] Added recall_topology stub to RecallService**
- **Found during:** Task 2 (RecallController implementation)
- **Issue:** RecallController.recall_topology delegates to RecallService.recall_topology, but the plan only specified the controller stub. The controller would fail at runtime without a corresponding service method.
- **Fix:** Added stub `recall_topology(self, *, limit: int = 10) -> ServiceResult` to RecallService returning empty nodes list
- **Files modified:** src/ztlctl/services/recall.py
- **Verification:** recall_topology controller tests pass; mypy clean
- **Committed in:** 736ea7c (Task 2 commit)

---

**Total deviations:** 1 auto-fixed (1 missing critical)
**Impact on plan:** Necessary for controller delegation to work. The stub is clearly marked for Plan 02 implementation.

## Known Stubs

- `RecallService.recall_topology` in `src/ztlctl/services/recall.py` — returns `{"nodes": [], "count": 0}`. Full graph-topology implementation (most-connected notes across sessions) is planned for Phase 20 Plan 02. The stub is intentional per plan specification.

## Issues Encountered

None — plan executed smoothly. Pre-commit hook auto-fixed ruff style issues on both commits.

## Next Phase Readiness

- RecallService and RecallController are ready for ActionRegistry registration (Plan 02)
- recall_topology stub is in place — Plan 02 will implement the graph query
- All 30 tests passing, ruff clean, mypy strict clean

## Self-Check: PASSED

All created files exist on disk. Both task commits (95a6793, 736ea7c) confirmed in git log.

---
*Phase: 20-session-recall*
*Completed: 2026-03-21*
