# HealthProbe - Database-Led Refactoring Plan

**Last Updated:** 2026-05-26
**Status:** Active planning document

## Goal

Move HealthProbe from the current SwiftData/snapshot/anomaly prototype toward the target architecture:

- SQLite archive/analysis database as source of truth;
- differential observation storage;
- SQL-first analysis for large datasets;
- Core Data UI/report cache;
- recovery-compatible exports;
- iOS 15-era legacy-device support;
- Time Machine UI over local observations.
- destructive reset/reinitialization of prototype/test stores; old database
  compatibility is not required.

UI refactoring happens after the storage and query foundations exist.

## Milestone 0 - Freeze Legacy Direction

**Purpose:** Stop work from deepening the old architecture.

Checklist:
- [ ] Mark SwiftData as legacy/prototype in active implementation tickets.
- [ ] Stop adding new SwiftData entities.
- [ ] Stop adding features that require recurring complete snapshots.
- [ ] Mark existing prototype/test installation data as disposable for archive v2.
- [ ] Point all storage agents to [`../02-architecture/Database-Design.md`](../02-architecture/Database-Design.md).
- [ ] Confirm root docs only bootstrap into `HealthProbe/Doc/`.

Acceptance:
- [ ] No active task describes SwiftData as target persistence.
- [ ] No active task proposes full periodic snapshot storage.
- [ ] No active task requires old prototype-store compatibility.
- [ ] `HealthProbe/Doc/README.md` points DB work to `Database-Design.md`.

## Milestone 1 - Lock Database Decisions

**Purpose:** Resolve irreversible archive choices before coding schema v2.

Checklist:
- [x] Decide timestamp storage convention.
- [x] Decide hash/salt/key strategy for source/device identifiers.
- [x] Define strict fingerprint foundation.
- [x] Define semantic/fuzzy fingerprint policy.
- [x] Define timezone policy for daily/monthly aggregate buckets.
- [x] Decide whether visibility ranges are maintained eagerly or rebuilt from events.
- [x] Define relationship preservation policy for workouts/samples/events.
- [x] Record prototype data policy: discard/reset old SwiftData and prototype SQLite stores; no compatibility migration.
- [x] Define export manifest canonicalization and hash algorithm.

Acceptance:
- [x] `Database-Design.md` open questions are answered or explicitly deferred.
- [x] Schema v2 can be implemented without guessing.
- [x] Test-install reset/reinitialization policy is documented.
- [x] Privacy implications of identifiers/provenance are documented.

## Milestone 2 - Synthetic Large-Data Test Harness

**Purpose:** Prove the new design can be tested before real HealthKit data is involved.

Checklist:
- [ ] Create synthetic observation generator.
- [ ] Generate low, medium, and high-volume sample sets.
- [ ] Include appeared/disappeared/representationChanged scenarios.
- [ ] Include consolidation-like high-frequency thinning scenarios.
- [ ] Include source/device/metadata variation.
- [ ] Include relationship fixtures.
- [ ] Add memory/performance measurement for large diff/export operations.

Acceptance:
- [ ] Tests can create a large synthetic archive without real health data.
- [ ] Large diff test does not require loading all records into Swift arrays.
- [ ] Export test streams/pages output.
- [ ] Fixtures contain no personal, device, location, or real health data.

## Milestone 3 - SQLite Archive V2 Schema

**Purpose:** Create the new archive foundation.

Checklist:
- [x] Implement `schema_migrations`.
- [x] Implement `archive_metadata`.
- [x] Implement `device_chains`.
- [x] Implement `observations`.
- [x] Implement `sample_types`.
- [x] Implement `observation_type_runs`.
- [x] Implement `sources`.
- [x] Implement `source_revisions`.
- [x] Implement `hk_devices`.
- [x] Implement `metadata_blobs`.
- [x] Implement `samples`.
- [x] Implement `sample_versions`.
- [x] Implement `sample_observation_events`.
- [x] Implement `sample_visibility_ranges`.
- [x] Implement `sample_relationships`.
- [x] Implement `observation_type_summaries`.
- [x] Implement `daily_type_aggregates`.
- [x] Implement `export_manifests`.
- [x] Implement `export_items`.
- [x] Add required indexes.
- [x] Add archive integrity report for schema version, required tables, `PRAGMA integrity_check`, and foreign keys.
- [x] Add SQLite integrity/open/schema-version tests.

Acceptance:
- [x] Fresh archive initializes successfully.
- [x] Schema version is recorded.
- [x] Archive v2 can initialize after old prototype stores are removed or ignored.
- [x] `PRAGMA integrity_check` passes.
- [x] Required indexes exist.
- [x] Empty archive queries return valid empty results.

## Milestone 4 - Differential Write Path

**Purpose:** Write observations without storing full recurring snapshots.

Checklist:
- [x] Create observation transaction wrapper.
- [x] Attach HealthKit pages, deleted-object evidence, and final type verification to the same user-visible archive observation.
- [x] Store the archive observation id on the legacy `HealthSnapshot` bridge model for transition screens.
- [x] Upsert sample types.
- [x] Upsert source/source revision/device/metadata rows.
- [x] Upsert sample identity.
- [x] Upsert sample payload version only when payload changes.
- [x] Insert appeared/verified/representationChanged events.
- [x] Record `HKDeletedObject` evidence by UUID hash.
- [x] Close visibility ranges for disappeared/deleted samples.
- [x] Maintain open visibility ranges for visible samples.
- [x] Rebuild/update affected type summaries and daily aggregates after capture/delete observations.
- [x] Commit SQLite before Core Data/cache work.
- [x] Make repeated capture page writes idempotent.
- [x] Stop writing the legacy `archive_samples` mirror during capture.
- [x] Move verification/delete bookkeeping to archive v2 tables.
- [x] Remove remaining `archive_samples` schema/update remnants.

Acceptance:
- [x] Initial import stores identities and versions once.
- [x] Re-running same page does not duplicate sample identities or payload versions.
- [x] Representation change creates a new version, not a new logical sample.
- [x] Disappearance closes visibility range.
- [x] No full observation copy table is created or written.
- [x] A user-visible capture has one archive observation id that SQL diff/cache/UI layers can reference.

## Milestone 5 - SQL Analysis Layer

**Purpose:** Make the archive useful without RAM-heavy processing.

Checklist:
- [x] Implement point-in-time visible-record query.
- [x] Implement paged record table query.
- [x] Implement appeared query between observations.
- [x] Implement disappeared query between observations.
- [x] Implement representationChanged query between observations.
- [x] Implement diff counts using temp tables or equivalent SQL-first strategy.
- [x] Implement aggregate comparison query.
- [x] Implement consolidation-likely evidence query.
- [x] Implement source/provenance breakdown query.
- [x] Add large synthetic diff/pagination regression.
- [x] Add formal query timing/memory metrics on synthetic large datasets.

Acceptance:
- [x] Observation T can be reconstructed from ranges/events.
- [x] Large diff returns counts and first page without loading all rows.
- [x] Query results are deterministic and ordered.
- [x] Consolidation evidence includes count, aggregate, coverage, density, and uncertainty data.

## Milestone 6 - Core Data UI/Report Cache

**Purpose:** Cache expensive presentation/report values while keeping SQLite authoritative.

Checklist:
- [x] Define Core Data model for observation rows.
- [x] Define type summary cache entity.
- [x] Define daily/monthly aggregate cache entity.
- [x] Define diff summary cache entity.
- [x] Define export manifest/status cache entity.
- [x] Define archive health/status cache entity.
- [x] Implement initial cache rebuild from SQLite for observation/type/daily/diff/export/health rows.
- [x] Include archive schema/cache schema/version/hash fields on rebuilt rows.
- [x] Implement delete-cache-and-rebuild flow.
- [x] Add cache schema/version and rebuild tests.
- [ ] Wire Core Data cache into remaining UI-facing view models. Dashboard
  status, Snapshots root/detail, Data Types root/detail, record-change
  evolution, and temporal distribution now use cache/archive DTOs.
- [ ] Add targeted partial invalidation for affected observation/type ranges.

Acceptance:
- [x] Deleting Core Data cache does not lose forensic data.
- [x] Cache rebuild restores dashboard/timeline/report summaries.
- [x] Cache rows include source observation ids and archive/cache schema versions.
- [ ] SQLite wins on disagreement.

## Milestone 7 - Export Layer

**Purpose:** Produce scoped, recovery-compatible exports.

Checklist:
- [x] Define JSON export envelope.
- [ ] Define CSV record-table export.
- [x] Define manifest hash algorithm.
- [ ] Include archive/app/schema/observation metadata.
- [ ] Include sample identity and payload version hashes.
- [x] Include values/dates/units/type fields.
- [x] Include source/provenance metadata where available and allowed.
- [ ] Include relationships where available.
- [ ] Include provenance-loss warning for external HealthKit re-publication.
- [x] Stream/page export from SQLite.
- [x] Store export manifest rows.
- [ ] Add reproducibility test for export manifests.

Acceptance:
- [x] Large export does not materialize full record set in RAM.
- [ ] Export can be verified against archive hashes.
- [ ] Export contains enough structure for external recovery/salvage tooling.
- [ ] App still does not perform restore, backup patching, or HealthKit re-publication.

## Milestone 8 - UI/Data Flow Migration

**Purpose:** Move UI from prototype storage to target cache/query flow.

Checklist:
- [ ] Replace direct SwiftData `@Query` dependencies for target screens.
- [x] Dashboard status reads Core Data cached observation rows and cache health,
  with SwiftData retained only for capture/review actions.
- [x] Observation timeline rows read Core Data cache when available and no
  longer query `SnapshotDelta` list summaries.
- [x] Observation root and archive detail use cached summary/type rows plus
  SQLite diff summaries and no longer require SwiftData navigation handles.
- [x] Data Types list rows use Core Data cached counts plus SQLite `diffSummary` and no longer fall back to SwiftData `TypeCount` traversal.
- [x] Data Types root reads Core Data cached observation rows directly and no longer imports SwiftData.
- [x] Snapshots root reads Core Data cached observation rows directly and no longer imports SwiftData.
- [x] Delete unused legacy SwiftData snapshot/type detail views and the PDF
  exporter tied to those views.
- [x] Delete unused legacy SwiftData lifecycle/observer/repair services.
- [x] Stop writing legacy SwiftData `SnapshotDelta`/`TypeDelta` rows and delete
  the unused delta service/models.
- [x] Data type detail uses Core Data/SQLite `diffSummary` when archive observation ids exist and no longer queries `SnapshotDelta`/`TypeDelta` or rebuilds legacy detail caches from the UI.
- [x] Remove unused legacy Type Evolution timeline and direct `HealthSnapshot.typeCounts` diff helper.
- [x] Data type new/missing drill-down pages through SQLite `diffRecords` when archive observation ids exist.
- [x] Diff detail fully uses cached summary plus paged SQLite DTOs.
- [x] Record-change evolution chart uses DTO inputs and archive/cache lookups instead of direct SwiftData queries.
- [x] Temporal distribution screen uses a cache DTO input instead of SwiftData queries or `ModelContext`.
- [x] Data type screens use target change labels.
- [x] Export preview uses export query/manifest APIs.
- [x] Archive status reflects SQLite/Core Data cache health.
- [x] Legacy/small-device UI mode simplifies heavy visualizations.

Acceptance:
- [ ] Core Time Machine flows work without SwiftData as target persistence.
- [ ] UI copy uses observation/diff/export language.
- [ ] No count-only critical data loss messaging.
- [ ] Large record tables are paged.
- [x] Legacy mode preserves capture/report/export.

## Milestone 9 - Legacy SwiftData Retirement

**Purpose:** Remove prototype persistence from the target architecture.

Checklist:
- [x] Identify all remaining SwiftData imports.
- [ ] Replace SwiftData models used by active flows. Metric timeout
  calibration, local device profile settings, and operation logging have been
  moved to local Codable stores and removed from `ModelContainer`; Settings
  data maintenance now uses the rebuildable Core Data cache; legacy
  anomaly/count-drop review has been deleted; Snapshots/Data Types tab roots no
  longer import SwiftData; unused legacy snapshot/type detail and PDF views have
  been deleted; unused legacy lifecycle/observer/repair services have been
  deleted; unused legacy delta service/models have been deleted; `HealthRecord`,
  `YearlyCount`, and `TypeDistributionBin` are no longer SwiftData models;
  Dashboard capture/review actions and capture bridge writes remain.
- [ ] Remove/disable `ModelContainer` as required for target builds.
- [x] Add prototype-store ignore/delete/reset path for test installs.
- [ ] Verify no old-store compatibility layer remains in active flows.
- [ ] Lower deployment target as far as dependencies allow.
- [ ] Verify build for iOS 15-era target constraints.

Acceptance:
- [ ] SwiftData is not required for normal app launch.
- [ ] Active flows use SQLite + Core Data cache.
- [x] Prototype data handling is explicit: old stores are ignored/deleted/reset for test installs.

## Milestone 10 - Acceptance Gate

**Purpose:** Decide whether the refactor is complete enough to build product features on top.

Checklist:
- [ ] Point-in-time reconstruction works.
- [ ] Large diff works SQL-first.
- [ ] Materialized aggregates can be rebuilt and verified.
- [ ] Core Data cache can be deleted and rebuilt.
- [ ] Large export streams/pages.
- [ ] Recovery-compatible manifest is present.
- [ ] SQLite integrity checks pass.
- [ ] Low-memory synthetic tests pass.
- [ ] UI no longer depends on SwiftData as foundation.
- [ ] Docs match implementation.

Acceptance:
- [ ] Product can safely proceed to UI polish and higher-level workflows.
- [ ] Database is no longer the main unresolved architectural risk.

## Parallelization Guide

Can run in parallel after Milestone 1:
- synthetic data harness;
- schema implementation;
- Core Data cache model drafting;
- export format drafting;
- UI DTO contract design.

Must not run before dependencies:
- UI migration before SQL query layer and Core Data cache exist;
- export implementation before manifest design is locked;
- legacy SwiftData removal before replacement flows exist;
- archive v2 initialization before reset/reinitialization policy is documented.

## Agent Assignment Hints

| Workstream | Primary Doc |
|------------|-------------|
| SQLite schema/write path/query layer | [`../02-architecture/Database-Design.md`](../02-architecture/Database-Design.md) |
| HealthKit capture integration | [`../02-architecture/Implementation-Guide.md`](../02-architecture/Implementation-Guide.md) |
| Core Data cache | [`../02-architecture/Core-Data-Cache-Design.md`](../02-architecture/Core-Data-Cache-Design.md) |
| Export formats/manifests | [`../02-architecture/Export-Specification.md`](../02-architecture/Export-Specification.md) |
| UI migration | [`../00-agent-guides/CLAUDE.md`](../00-agent-guides/CLAUDE.md) |
| Product language/non-goals | [`../01-product/MVP-Specification.md`](../01-product/MVP-Specification.md) |
| Status updates | [`IMPLEMENTATION_STATUS.md`](IMPLEMENTATION_STATUS.md) |
