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Files changed: - CHANGES.md - VERSION - instructions/migrate-corpus.md - instructions/migrations/6.0.0-type-guidance-split.md - types/source.md
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7.6 KiB
Markdown
143 lines
7.6 KiB
Markdown
---
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type: types/instruction.md
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name: migrate-corpus
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description: Change the shape of every kb/ page at once - a schema field, a vocabulary, a language - in planned units, with a mechanical check per unit and a recorded KB version at the end.
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---
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# Migrate the corpus
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A change that touches the *shape* of pages rather than their content: a new required
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frontmatter field, a renamed enum value, a section heading vocabulary, a language. It is not an
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ingest and not a lint fix - nothing new is learned, the same knowledge is restated in a new
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form. The failure mode is therefore specific and quiet: **something present before is missing
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afterwards**, and the corpus is still internally consistent, so `lint` reports nothing.
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Every rule below was paid for once already. The German translation of 248 pages found four
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defects this way - a dropped citation that silently unsourced a claim, a dropped wikilink, an
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invented one, and a translated H1 - and three of the four had unchanged link *sets* and only
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changed counts.
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<!-- wikitool:toc -->
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## Contents
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- [When to run](#when-to-run)
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- [Steps](#steps)
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- [Decision points](#decision-points)
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- [Writing the migration document](#writing-the-migration-document)
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- [Scope](#scope)
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<!-- /wikitool:toc -->
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## When to run
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A change that would otherwise be applied to more than a handful of pages by hand, or any change
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declared by a migration document under `instructions/migrations/`. A single page is
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`wiki-manage`; a raw tree is [ingest-large-tree.md](ingest-large-tree.md).
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## Steps
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1. **Open a workshop.** `tools/wikitool work new --key <slug>` - not `ingest-`, which is
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reserved for keys derived from a `raw/` path. `plan.md` cuts the corpus into units and says
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why each cut falls where it does; `README.md` carries the closing condition and the
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decisions made so far. See [work/CONTRACT.md](../work/CONTRACT.md).
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2. **Size the units by the iteration budget, not by feel.** One unit costs roughly
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`N × touch` + `index rebuild` + `log append` + `publish` (twice - the Mass-Update Gate
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refuses once and publishes on the confirm), plus `sources rebuild-index` if it contains
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source pages. Against the 60-call ceiling that puts the ceiling near 55 pages; aim for 48 or
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fewer.
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**Units and publishes are not the same boundary.** The budget is per session id; the gate is
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per publish. Several units may run back to back, each with its own
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`WIKITOOL_SESSION_ID="<slug>/u<N>"`, and publish once together - which is what the written
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unit boundaries in `plan.md` make legitimate rather than a way around a gate refusal (see
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[gates.md](gates.md)).
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3. **Rewrite the unit's pages.** Bodies only. Frontmatter is written with `touch`, never by
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hand, and never by a subagent.
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4. **Check mechanically, before anything else:**
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```bash
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tools/wikitool migrate verify --from HEAD --path kb/<area> --fail-on-error
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```
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This is the step the whole procedure exists for. It compares wikilink and citation
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**counts**, footnote definitions, H1 and structural frontmatter against the last commit.
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Run it before the summaries, before `lint`, before anything - it is the cheapest place to
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catch a subagent that helpfully translated a link target.
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5. **Write the summaries yourself** with `touch --summary`, from the original. Never paste a
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subagent's proposal unread: they embellish, and a summary is a claim about the page.
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6. **`index rebuild`, then `lint` - and read the whole report**, not only the sections this
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unit could plausibly have touched. The translation's first unit had a frontmatter
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round-trip bug that surfaced as a schema error on a field nobody had edited.
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7. **`log append`, then publish** through [publish-cycle.md](publish-cycle.md). Expect exit 42
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on a corpus-sized change; reproduce the breakdown for the user and wait.
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8. **Carry the vocabulary between units.** Terminology settled in unit 5 and re-decided in unit
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9 is the failure a glossary file in the workshop exists to prevent. Add to it *before*
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dispatching the next unit.
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9. **Record the migration** once the last unit is published:
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```bash
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tools/wikitool migrate done <version> --pages <N>
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```
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This advances `kb_version` in `.wikitool-kb.json`. It refuses any version that is not the
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next link in the chain, so a multi-step upgrade cannot silently skip one.
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10. **Close the workshop** per [work/CONTRACT.md](../work/CONTRACT.md), after promoting whatever
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outlives the run. The translation's glossary became
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[german-terminology.md](german-terminology.md); its checklist and unit plan died with the
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directory, correctly.
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## Decision points
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- **Can the change be made backwards-compatible instead?** Prefer it. A vocabulary migration
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does not need a flag day: `tools/chemenu/sections.py` gives each heading one canonical name
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and any number of aliases, so a page is found under the old name and takes the new one only
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when it is rewritten. Removing an alias afterwards is a second breaking change, not a cleanup.
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- **Mechanical or assisted?** A rename with a fixed rule is `mechanical` and wants a script; a
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change needing a judgment call per page is `assisted` and wants this procedure. There is no
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`migrate run` today - `migration_kind` describes the work, it does not perform it.
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- **The check finds something mid-unit.** Fix it in that unit and re-run `verify`. Never carry
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a finding into the next unit "to fix later": the next unit's diff baseline is this unit's
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commit, so an uncorrected drop becomes invisible.
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- **Contradiction with an existing page.** Never overwrite. Record both, ask the user, and hedge
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the page's prose to the weaker of the two sources if it stays unresolved (kb/CONVENTIONS.md §
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Hedging).
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## Writing the migration document
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A migration that a distributed instance must also run is a `manual: true` instruction under
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`instructions/migrations/<version>-<slug>.md`, carrying `migrates_to:` and `migration_kind:`.
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`tools/wikitool migrate status` builds the outstanding chain from those files, and `version
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bump` refuses a compatibility-breaking release that has none.
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Write it for a reader who has the new machinery and the old content, and who is not you: what
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changed, which pages are affected, how to tell a migrated page from an unmigrated one, and what
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`migrate verify` should report when it is done.
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**A verification step names its own baseline, and does it in an earlier step.** Where the
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document asks that something "read the same as before" - a composed `types describe` answer, a
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rendered index, any command's output - it says what to capture, where to put it, and at which
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point, so the check is a `diff` rather than a memory. Step 4's `migrate verify` needs none of
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that: its baseline is the last commit, which git holds whether or not anyone thought to keep it.
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A migration that changes machinery rather than `kb/` pages has no such baseline, and that is
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exactly where the unfalsifiable version has already slipped through - the 6.0.0 type-guidance
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split asked for output that "must read the same", named nothing to compare it against, and a
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stray section in the middle of one type-spec survived a check made in good faith.
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**Baseline: 1.0.0.** Migrations that predate it - the type-system move, the `confidence_base`
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backfill, the German section headings, the translation itself - have no documents and will not
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get any. An instance older than that is re-exported, not migrated.
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## Scope
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For `kb/` content. A single page is `wiki-manage`; a `raw/` tree is
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[ingest-large-tree.md](ingest-large-tree.md). Changing the machinery that *causes* a migration
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is a different job with its own rules, and in a distributed instance it is not done at all -
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the stack is developed in the origin repo.
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