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docs(holoindex): record grep/glob truth boundary Phase 1 (#711)
Aligns HoloIndex user-facing documentation with the truth boundary recorded by PR #704 audit: HoloIndex is a semantic retrieval system that COMPLEMENTS grep/glob. Use grep/rg for exact-text and exact-symbol lookups, glob for known-path queries, and HoloIndex for semantic/intent-based discovery. The internal _rg_symbol_search fallback inside search_engine.py is an implementation detail of HoloIndex, not a substitute for invoking grep/rg directly. Discovery scan found 0 explicit "replaces grep/glob" overclaims in any current user-facing surface (README, INTERFACE, CLI_REFERENCE, ROADMAP, module docstrings). The slice is additive: it records the canonical complement statement at two surface anchors where the boundary was previously only implied (README L163 "rg is a safety net" + CLI_REFERENCE --offline "lexical fallback"). Edits: - holo_index/README.md (+9/-3): Retrieval Contract section gains truth-boundary paragraph + new "Complements grep/glob" principle; lead sentence sharpened to "the semantic memory retrieval system"; "rg is a safety net" clarified as internal _rg_symbol_search. - holo_index/INTERFACE.md (+11/-0): Scope section gains a "Tool boundary (truth-recorded by PR #704)" subsection with a query-shape tool-selection table (grep/glob vs HoloIndex). - docs/audits/holoindex_search_quality/HOLOINDEX_GREP_GLOB_TRUTH_BOUNDARY_DOC_PHASE1.md (NEW): per-file overclaim inventory, before/after table, citations to PR #704 (merge 247eeac) and PR #708 (merge 97ec0c2), WSP_97 Truth Boundary Checklist 22/22 PASS. Boundary preserved: - DOCS_ONLY (zero .py modified, zero tests modified) - NO_INDEXER_CHANGE / NO_SEARCH_ENGINE_CHANGE / NO_CHROMA_MUTATION - NO_REINDEX / NO_BEHAVIOR_CHANGE - PRESERVES_LEGITIMATE_SEMANTIC_RETRIEVAL_CLAIMS - NO_ARCHIVE_DOC_CHURN (holo_index/docs/archive/** untouched) - CITES_704_AS_AUTHORIZING_AUDIT - CITES_708_AS_PREDECESSOR Targeted regression (operator constraint patch): 155 passed across test_collection_health, test_agentic_rag_baseline_gate, test_indexer_zero_docs_observability, test_indexer_project_root_worktree_safety, test_work_ledger_indexing, test_search_quality_baseline. Slice: HOLOINDEX_GREP_GLOB_TRUTH_BOUNDARY_DOC_PHASE1 Worker-Lane: W7 Co-authored-by: Foundups Agent <dev@foundups.com> Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
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‎docs/audits/holoindex_search_quality/HOLOINDEX_GREP_GLOB_TRUTH_BOUNDARY_DOC_PHASE1.md‎

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# HoloIndex Grep / Glob Truth-Boundary Doc Slice — Phase 1
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**Slice**: `HOLOINDEX_GREP_GLOB_TRUTH_BOUNDARY_DOC_PHASE1`
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**Worker**: W7
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**Agent**: 0102
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**Date**: 2026-05-24
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**Mode**: DOCS-ONLY truth-boundary correction
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**Branch**: `docs/holoindex-grep-glob-truth-boundary-doc-phase1`
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**Base commit at authoring time**: `97ec0c26c` (origin/main HEAD, post-PR #708)
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**Base commit at publish time (after fast-forward)**: `b5b3eea29` (post-PR #709 Vote Slice 2 — orthogonal merge, no conflict with the F3 scope; PR diff against current main is exactly the 2 surface docs + this audit)
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**WSP Lock**: WSP_00 → WSP_15 → WSP_50 → WSP_64 → WSP_83 → WSP_87 → WSP_97 → WSP_22
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**Authorizing audit**: PR #704 (merge `247eeac9b`) — `HOLOINDEX_CODEINDEX_RETRIEVAL_SYSTEM_AUDIT_PHASE1`, which recorded the truth boundary:
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> "HoloIndex is a real semantic retrieval system. It does not replace grep/glob for exact text. It complements grep/glob and should be documented that way."
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**Most-recent HoloIndex predecessor**: PR #708 (merge `97ec0c26c`) — `HOLOINDEX_INDEXER_ZERO_DOCS_OBSERVABILITY_PARITY_PHASE1` (F1 in the #704 queue).
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---
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## WSP_97 Truth Boundary Checklist
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| Truth Boundary Checklist Item | Status |
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|-------------------------------|--------|
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| HOLOINDEX_DOC_TRUTH_BOUNDARY_ONLY | YES |
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| DOCS_ONLY | YES |
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| NO_CODE_CHANGE | YES (diff scope: `holo_index/README.md`, `holo_index/INTERFACE.md` only; no `.py`, no test, no config touched) |
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| NO_TEST_CHANGE | YES |
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| NO_INDEXER_CHANGE | YES |
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| NO_SEARCH_ENGINE_CHANGE | YES |
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| NO_CHROMA_MUTATION | YES |
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| NO_REINDEX | YES |
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| NO_BEHAVIOR_CHANGE | YES (155 origin/main tests pass; see §6) |
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| NO_NEW_FEATURE_CLAIM | YES |
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| PRESERVES_LEGITIMATE_SEMANTIC_RETRIEVAL_CLAIMS | YES (the "semantic retrieval system" framing is retained and sharpened, not removed) |
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| NO_TRADE_MUTATION | YES |
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| NO_REGISTRY_MUTATION | YES |
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| NO_CATALOG_MUTATION | YES |
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| NO_MANIFEST_MUTATION | YES |
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| NO_PROJECTION_MUTATION | YES |
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| NO_WSP_MUTATION | YES |
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| NO_CI_CHANGE | YES |
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| NO_DEPENDENCY_INSTALL | YES |
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| CITES_704_AS_AUTHORIZING_AUDIT | YES (§ header + README + INTERFACE both cite PR #704) |
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| NO_CABR_READY | YES |
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| NO_PAYOUT_READY | YES |
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| NO_DAO_ACTIVATION | YES |
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**Verdict**: **PASS (22/22)**
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---
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## 1. Mission
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Align HoloIndex user-facing documentation with the audited truth boundary from PR #704: HoloIndex is a semantic retrieval system that **complements** `grep`/`glob`, not a replacement. The slice is DOCS-ONLY; no code, tests, indexers, search engine, or Chroma state are touched.
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Operator constraint patches (applied):
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- **Skip archived/obsolete docs.** No file under `holo_index/docs/archive/**` or otherwise non-surfaced is edited.
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- **Artifact guard.** `git status --porcelain` shows only the intended diff plus pre-existing untracked items unrelated to this slice (§7).
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---
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## 2. HoloIndex Retrieval Assessment (WSP 87)
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Mandatory preflight queries:
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| # | Query | Quality | Notes |
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|---|-------|---------|-------|
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| Q1 | `HOLOINDEX_CODEINDEX_RETRIEVAL_SYSTEM_AUDIT_PHASE1` | LOW — top-3 returned no `[DOCS]` hits at `--limit 3`; PR #704's audit doc did not surface by its own slice-ID literal at this limit |
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| Q2 | `HoloIndex replaces grep semantic search` | MODERATE — surfaced `wre_master_orchestrator/.../holoindex_plugin.py`, WSP_39, WSP_40 (HoloIndex integration context); no overclaim docs surfaced (truthful absence) |
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| Q3 | `complements grep glob exact text` | MODERATE — surfaced WSP_104, WSP_60, WSP_framework; no HoloIndex internal doc surfaced for the complement phrasing (consistent finding with §10 of PR #704: retrieval-quality for internal-module queries is weak) |
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Retrieval evaluation: noise (broad WSP recall over targeted module docs), missing artifacts (HoloIndex internal docs do not surface for queries about their own truth boundary), staleness risk none here (no reindex needed because the boundary is already in `navigation_docs` via #704's audit doc, just not ranked top-3 for these queries). The audit relied on direct file reads of `holo_index/README.md`, `INTERFACE.md`, `CLI_REFERENCE.md`, `ROADMAP.md`, and the relevant module docstrings.
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---
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## 3. DISCOVERY — Per-file overclaim inventory
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Scan targets (all surface docs + module docstrings listed by the slice prompt):
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- `holo_index/README.md`
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- `holo_index/INTERFACE.md`
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- `holo_index/CLI_REFERENCE.md`
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- `holo_index/ROADMAP.md`
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- `holo_index/core/holo_index.py` (module docstring)
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- `holo_index/core/search_engine.py` (module docstring)
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- `holo_index/_cli_main.py` (CLI help text + module docstring)
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### 3.1 Scan A — replacement-claim family
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Patterns: `replaces grep`, `replaces glob`, `instead of grep`, `instead of glob`, `no more grep`, `drop-in replacement`, `alternative to grep`, `grep replacement`, `alternative for grep`, unqualified `replaces` near `grep|glob|find|search`.
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| File | Matches |
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|------|---------|
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| `holo_index/README.md` | **0** |
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| `holo_index/INTERFACE.md` | **0** |
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| `holo_index/CLI_REFERENCE.md` | **0** |
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| `holo_index/ROADMAP.md` | **0** |
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| `holo_index/core/holo_index.py` (module docstring) | **0** |
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| `holo_index/core/search_engine.py` (module docstring) | **0** |
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| `holo_index/_cli_main.py` (module docstring + CLI help text) | **0** |
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### 3.2 Scan B — overclaim family
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Patterns: `find anything`, `find all`, `finds everything`, `complete coverage`, `always finds`, `never miss`, `all-in-one`.
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| File | Matches |
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|------|---------|
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| All surface docs above | **0** |
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### 3.3 Scan C — grep/glob mentions in surface docs (context check)
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| File | Line | Existing phrasing | Truth alignment |
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|------|------|-------------------|-----------------|
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| `holo_index/INTERFACE.md` | 193 | `"All search logic (vector, lexical, ripgrep symbol, hit merging) lives in search_engine.py."` | ALREADY TRUTHFUL — factual description of internal pipeline, not a replacement claim |
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| `holo_index/README.md` | 163 (pre-edit) | `"rg is a safety net: exact-match fallback, not the primary path."` | ALREADY TRUTHFUL — already records that rg is the internal fallback, not the public-facing tool |
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### 3.4 Discovery verdict
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**No explicit "replaces grep/glob" overclaims exist in any current user-facing HoloIndex documentation surface.** The boundary recorded by PR #704 is therefore satisfied by *omission* on origin/main. However, the boundary is also not stated *positively* anywhere on the public surface — a reader cannot trivially discover the canonical complement framing without running an audit. This slice's correction is therefore additive: insert the canonical complement statement at two surface anchors so the boundary is documented going forward, not implicit.
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Non-grep scope items intentionally **left alone** (out of slice scope; would change documented capability surface beyond the grep/glob boundary):
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- `README.md:5,22` — `"evolved from module finder to brain surgeon level code intelligence"` (scope/marketing claim, not grep claim).
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- `README.md:51` / `ROADMAP.md:5` — `"evolved from a search tool into the autonomous intelligence foundation"` (scope/positioning claim, not grep claim).
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These remain on origin/main untouched by this slice. They are flagged for a future scope-truth slice if the operator wants them sharpened; that slice is **not opened here**.
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---
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## 4. CORRECTION — Before/After
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Canonical truth statement (paraphrased from #704):
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> HoloIndex is a semantic retrieval system that complements `grep`/`glob`. Use `grep`/`rg` for exact-text and exact-symbol lookups, `glob` for known-path queries, and HoloIndex for semantic/intent-based discovery.
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### 4.1 `holo_index/README.md` (Retrieval Contract section)
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**Before** (lines 156–164):
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```
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### [MEMORY] Retrieval Contract (0102 System)
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HoloIndex is the memory retrieval system. It must be self-maintaining and semantic-first.
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Principles:
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- **Semantic first**: meaning-based discovery is the default path.
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- **Symbol-aware**: function/class signatures + docstrings are searchable.
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- **NAVIGATION is minimal**: entry points only, not every new function.
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- **rg is a safety net**: exact-match fallback, not the primary path.
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- **Index once, search forever**: use symbol indexing to keep memory fresh.
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```
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**After**:
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```
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### [MEMORY] Retrieval Contract (0102 System)
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HoloIndex is the semantic memory retrieval system. It must be self-maintaining and semantic-first.
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**Tool boundary (truth-recorded by PR #704 audit)**: HoloIndex **complements** `grep`/`glob` — it does not replace them. Use `grep`/`rg` and `glob` as the authoritative tools for exact-text, exact-symbol, and known-path lookups. Use HoloIndex for semantic / intent / role / WSP-alias discovery where the literal token is not known. The two paradigms are different retrieval modes; both remain in the 0102 toolkit.
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Principles:
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- **Semantic first**: meaning-based discovery is the default path here.
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- **Symbol-aware**: function/class signatures + docstrings are searchable.
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- **NAVIGATION is minimal**: entry points only, not every new function.
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- **Complements grep/glob**: semantic/intent queries land here; `grep`/`rg` remain authoritative for exact-text and exact-symbol lookups; `glob` remains authoritative for known-path queries.
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- **rg is a safety net**: an internal exact-match fallback inside HoloIndex (via `_rg_symbol_search`), not the primary path of HoloIndex itself.
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- **Index once, search forever**: use symbol indexing to keep memory fresh.
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```
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**Edit category**: ADD truth statement + ADD principle row + SHARPEN lead sentence ("the memory retrieval system" → "the semantic memory retrieval system"; "rg is a safety net" expanded to clarify it is internal-to-HoloIndex, not the user-facing grep/rg tool).
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### 4.2 `holo_index/INTERFACE.md` (Scope section)
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**Before** (lines 1–12):
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```
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# HoloIndex Public Interface
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## Scope
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This document is the stable public contract for consuming HoloIndex programmatically and via CLI.
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For exhaustive machine-level semantics, use:
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- `holo_index/docs/HOLO_INDEX_MACHINE_LANGUAGE_SPEC_0102.md`
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- `holo_index/docs/HOLO_INDEX_MACHINE_LANGUAGE_SPEC_0102.json`
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Source-of-truth policy:
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- Authoritative machine contract: `holo_index/docs/HOLO_INDEX_MACHINE_LANGUAGE_SPEC_0102.json`
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- Human-facing interface contract: this file
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- Menu/operator atlas: `holo_index/CLI_REFERENCE.md` (non-normative)
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```
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**After**: same prelude + new "Tool boundary (truth-recorded by PR #704)" subsection inserted before the Source-of-truth policy, containing the canonical complement statement and a tool-selection table:
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| Query shape | Use | Why |
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|------------|-----|-----|
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| Exact text / exact symbol (`pendingClassificationItem`) | `grep` / `rg` | Deterministic, fast, authoritative for literal matches |
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| Known file path or glob (`modules/foundups/trade/**`) | `glob` / shell | Deterministic, path-native |
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| Semantic / intent / role / WSP-alias / slice-ID (`"Trade pump.fun rug pull due diligence"`, `"WSP 97"`) | HoloIndex `--search` | Vector + keyword-boost recall over the indexed corpus |
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Closing clarifier added: "HoloIndex has an internal ripgrep fallback (`_rg_symbol_search` inside `search_engine.py`) for in-search symbol probes, but that is an implementation detail of HoloIndex — it is not a substitute for invoking `grep`/`rg` directly when the user already knows the literal token."
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**Edit category**: ADD subsection (no removal, no behavioral claim).
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### 4.3 Files inspected and **not** edited
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| File | Reason for not editing |
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|------|------------------------|
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| `holo_index/CLI_REFERENCE.md` | Scan A/B/C all returned 0 overclaims; menu-table entries are factual flag descriptions; the `--offline` row already says `"falls back to lexical search when embeddings are unavailable"` (truthful). |
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| `holo_index/ROADMAP.md` | Scan A/B returned 0 grep/glob overclaims. The scope/positioning claim on line 5 ("fundamental transformation from a search tool into the autonomous intelligence foundation") is out of slice scope (positioning, not grep/glob). Not edited. |
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| `holo_index/core/holo_index.py` (module docstring) | Scan A/B returned 0; existing docstring says only `"core HoloIndex search functionality"` — truthful. |
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| `holo_index/core/search_engine.py` (module docstring) | Scan A/B returned 0; existing docstring says only `"the core search pipeline previously inlined in HoloIndex"` — truthful. |
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| `holo_index/_cli_main.py` (module docstring + CLI help text) | Scan A/B returned 0; existing docstring says `"Dual Semantic Navigation for Code + WSP"` — truthful. CLI help text per-flag scanned line-by-line (e.g. `--offline help='Disable model downloads and pip installs; use offline lexical search if needed'`) — all factual. |
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| `holo_index/docs/archive/**` | Operator constraint: skip archived/obsolete docs unless surfaced. None surfaced as user-facing on this audit. Not edited. |
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---
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## 5. Total overclaims corrected
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| Scan family | Pre-edit count | Post-edit count |
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|------------|---------------:|----------------:|
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| Replacement-claim family (Scan A) | 0 | 0 |
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| Overclaim family (Scan B) | 0 | 0 |
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| Implicit-absence of canonical truth statement on public surface | 2 anchors lacked positive boundary statement | 0 anchors lacking it (README + INTERFACE both now carry the canonical statement) |
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**Net effect**: this slice does **not remove** any overclaim because none existed. It **records** the canonical truth boundary in the two surface anchors most likely to be read first by a 0102 agent or operator considering whether to use HoloIndex vs `grep`/`glob`. The boundary is now stated positively where before it was only implied.
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---
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## 6. Confirmation no code/behavior changed
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### 6.1 Diff scope
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```
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$ git diff --stat
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holo_index/INTERFACE.md | 11 +++++++++++
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holo_index/README.md | 9 ++++++---
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2 files changed, 17 insertions(+), 3 deletions(-)
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```
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Zero `.py` files modified. Zero test files modified. Zero indexer / search-engine / Chroma changes.
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### 6.2 Targeted regression (operator constraint patch — not the full `holo_index/tests/ -q`)
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The operator patched the slice prompt to avoid running the entire `holo_index/tests/ -q` since docs-only changes are unrelated. Targeted run, suites that exist on origin/main `97ec0c26c`:
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```
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$ python -m pytest \
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holo_index/tests/test_collection_health.py \
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holo_index/tests/test_agentic_rag_baseline_gate.py \
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holo_index/tests/test_indexer_zero_docs_observability.py \
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holo_index/tests/test_indexer_project_root_worktree_safety.py \
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holo_index/tests/test_work_ledger_indexing.py \
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holo_index/tests/test_search_quality_baseline.py -q
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155 passed in 12.93s
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```
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Suite breakdown:
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| Suite | Count | Status |
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|-------|------:|--------|
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| `test_collection_health.py` | 18 | PASS |
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| `test_agentic_rag_baseline_gate.py` | 24 | PASS |
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| `test_indexer_zero_docs_observability.py` (post-#695) | (subset) | PASS |
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| `test_indexer_project_root_worktree_safety.py` (post-#692) | (subset) | PASS |
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| `test_work_ledger_indexing.py` | (subset) | PASS |
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| `test_search_quality_baseline.py` | (subset) | PASS |
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| **Aggregate** | **155** | **PASS** |
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Docstring/markdown edits cannot affect Python behaviour by construction, and the aggregate pass count confirms it.
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---
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## 7. Artifact guard
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```
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$ git status --porcelain
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M holo_index/INTERFACE.md
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M holo_index/README.md
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?? docs/audits/holoindex_search_quality/HOLOINDEX_GREP_GLOB_TRUTH_BOUNDARY_DOC_PHASE1.md
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?? holo_index/tests/test_t1_ranking_quality.py # pre-existing local-only file, not this slice
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?? modules/platform_integration/linkedin_agent/src/content/undaodu_compiled_boot_prompt.md # pre-existing
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?? test_write.txt # pre-existing
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```
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- Modified files = exactly the two surface docs touched by §4.
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- New file = exactly this audit doc.
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- All `??` untracked entries are **pre-existing local-only artefacts from prior slices that have not merged**; they are not generated by `--index-docs`, `--search`, or any HoloIndex CLI invocation in this slice (this slice did not run any HoloIndex CLI command for indexing — only the 3 WSP_50 preflight `--search` queries, which do not write to disk).
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- **No generated Chroma / index / cache / log artefact** appeared in the repo tree as a consequence of this slice's actions.
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**Artifact guard verdict**: **PASS**.
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---
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## 8. Files Changed
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| File | Type | Lines added/removed |
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|------|------|---------------------|
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| `holo_index/README.md` | MODIFIED — Retrieval Contract section: added truth-boundary paragraph + new principle row + sharpened lead sentence | +9 / −3 |
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| `holo_index/INTERFACE.md` | MODIFIED — Scope section: added "Tool boundary (truth-recorded by PR #704)" subsection with tool-selection table | +11 / −0 |
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| `docs/audits/holoindex_search_quality/HOLOINDEX_GREP_GLOB_TRUTH_BOUNDARY_DOC_PHASE1.md` | NEW — this audit | +N/A |
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Total: **2 modified + 1 new**. ModLog append intentionally deferred (operator marked it optional in the slice prompt).
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---
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## 9. Completion Summary
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| Item | Value |
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|------|-------|
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| Branch | `docs/holoindex-grep-glob-truth-boundary-doc-phase1` |
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| Worker-Lane | W7 |
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| Slice | `HOLOINDEX_GREP_GLOB_TRUTH_BOUNDARY_DOC_PHASE1` |
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| Base commit | `97ec0c26c` (origin/main HEAD, post-PR #708) |
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| New commit SHA | *(pending W10 on merge)* |
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| Files changed | 2 modified + 1 new |
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| Code / test / indexer / search-engine changes | NONE |
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| Total overclaims removed | 0 (none existed) |
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| Total truth-boundary statements added | 2 (README Retrieval Contract section; INTERFACE Scope section) |
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| Operator constraint: skip archived/obsolete docs | OBSERVED — `holo_index/docs/archive/**` not touched |
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| Operator constraint: artifact guard | OBSERVED — no generated artefacts (§7) |
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| Operator constraint: avoid full `holo_index/tests/ -q` | OBSERVED — targeted 6-suite run (155 passed) instead |
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| WSP_97 Truth Boundary Checklist | PASS (22/22) |
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| Authorizing audit cited | YES — PR #704 (merge `247eeac9b`) referenced in audit + both edits |
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| Most-recent predecessor cited | YES — PR #708 (merge `97ec0c26c`) |
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| **W10 ready** | **YES** |
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---
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## 10. W10 Readiness
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| Gate | Status |
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|------|--------|
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| Branch base = origin/main HEAD post-#708 | YES |
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| Files changed = exactly 2 surface docs + 1 audit doc | YES |
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| No `.py`, no test, no indexer, no search-engine, no Chroma touched | YES |
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| Targeted regression suites green (155/155) | YES |
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| Artifact guard clean (no generated artefacts) | YES |
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| Both surface anchors now carry the canonical truth-boundary statement | YES |
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| WSP_97 truth boundary checklist complete (22/22) | YES |
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| **Ready for PR** | **YES** |
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---
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## 11. Next-slice queue (queued, NOT started by this slice)
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| Slice | Status | Source |
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|-------|--------|--------|
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| `HOLOINDEX_NAVIGATION_TESTS_POPULATION_PHASE1` (F5 in #704 queue) | QUEUED — last item from the #704 follow-on queue. Decide whether to populate `navigation_tests` (currently `count=0/status=empty`) or retire it from the expected-collections map. | PR #704 §11 F5 |
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This slice (F3) does **not** start F5; routing to W10 first.
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---
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**Worker-Lane**: W7
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**Slice**: `HOLOINDEX_GREP_GLOB_TRUTH_BOUNDARY_DOC_PHASE1`
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**WSP Lock**: WSP_00 → WSP_15 → WSP_50 → WSP_64 → WSP_83 → WSP_87 → WSP_97 → WSP_22

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