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Author SHA1 Message Date
ZdenekSrotyr
c5d67faad2
feat(memory): DuckDB FTS BM25 search for knowledge items (#121) (#326)
* feat(memory): DuckDB FTS BM25 search for knowledge items (#121)

Replaces `title ILIKE '%q%' OR content ILIKE '%q%'` ranked by
insertion order with BM25 relevance ranking via the DuckDB `fts`
extension. Czech queries like `cesky` match documents containing
`česky` (`strip_accents=1` + `lower=1`).

Architecture:
- src/fts.py — ensure_fts_loaded / ensure_knowledge_fts_index helpers.
  The extension is per-connection (INSTALL persisted at engine level,
  LOAD per-conn). Both helpers are idempotent and soft-fail on
  unavailability with a logged WARNING.
- Schema v47 (_v46_to_v47) — builds the initial BM25 index over
  knowledge_items(title, content) keyed by id. Migration is
  best-effort against ANY exception (not just duckdb.Error) so the
  schema bump cannot get stuck on v46 if a non-DuckDB error escapes
  the helper.
- KnowledgeRepository.search — FTS-or-ILIKE dichotomy with execute-
  time fallback. Same filter surface (statuses / category / domain /
  source_type / personal / audience / dismissed) either way.
  ensure_fts_loaded() returning True only guarantees the extension is
  loadable, NOT that the index exists — migration soft-fail or a
  concurrent overwrite=1 rebuild's drop-then-create window leaves the
  extension loaded but the index missing. The BM25 execute is wrapped
  in try/except duckdb.Error → ILIKE retry so transient failures
  cannot 500 the /api/memory?search= endpoint.
- KnowledgeRepository.count_items — mirrors the same FTS-or-ILIKE
  decision tree plus the execute-time fallback so the count always
  matches the paginated result set.
- Per-mutation rebuild — create and title-or-content update rebuild
  the index via overwrite=1 PRAGMA. Status flips skip (token stream
  unchanged).
- app/main.py lifespan rebuilds once at boot as a safety net for
  instances already on v47 across restarts.
- bm25_score column shape: ILIKE fallback now selects
  `NULL AS bm25_score` so the result column set matches the FTS
  path. Consumers can read the score uniformly; absence of relevance
  ranking is signalled by the column being None everywhere, not
  missing.

Tests in tests/test_knowledge_fts_search.py (9 tests):
- BM25 multi-term match set + adversarial-review fix asserting
  higher-density doc ranks first (skipped if extension unavailable).
- bm25_score column attached when extension available.
- ILIKE fallback path on search + count_items via patched
  ensure_fts_loaded → False; bm25_score is None on this path.
- Adversarial-review fix: search and count_items also fall back when
  the extension is loaded but the index is missing (simulated via
  drop_fts_index PRAGMA — the exact production failure mode the
  fallback guards against).
- Index rebuild on create (new item searchable immediately).
- Title update re-surfaces row under new term, drops old.
- Czech-diacritic round-trip (cesky query → česky doc).

Pinned schema-version asserts bumped 46 → 47 (test_db_schema_version,
test_home_stats, test_schema_v42_migration, test_schema_v46_migration).

Closes #121.

* release: 0.54.20 — Corporate Memory BM25 search + All-Items bulk-edit batch bar
2026-05-15 20:10:59 +02:00
ZdenekSrotyr
9e948abc9c
release(0.54.18): Curated Memory restructure + per-user Dismiss + bundled adversarial-review fixes (#316/#320/#322) (#324)
* feat(web): Curated Memory restructure + per-user Dismiss + filter-state utility

Squashed from cvrysanek/zsrotyr's 4-commit PR branch + rebased onto
current main + CHANGELOG bullets spliced into [Unreleased] (preserves
existing #316/#320/#322 entries that landed on main since the branch
was authored).

Routes + access:
- /corporate-memory now user-facing (get_current_user), in primary
  nav next to "Data Packages" — same gate as /api/memory/*.
- /admin/corporate-memory is the new admin review queue location
  (was /corporate-memory/admin); reached via Admin dropdown. Template
  renamed: corporate_memory_admin.html → admin_corporate_memory.html.

Visual chrome:
- Both pages migrate to shared _page_hero.html blue hero band.

Per-user Dismiss (new feature, schema v46):
- knowledge_item_user_dismissed(user_id, item_id, dismissed_at) + index.
- POST /api/memory/{id}/dismiss + DELETE (idempotent).
- Mandatory items can never be dismissed — enforced at 2 layers.
- GET /api/memory: hide_dismissed=false default + dismissed_by_me flag.
- GET /api/memory/bundle: always excludes dismissed for the caller.
- UI: Dismiss/Undismiss button per item (hidden for mandatory),
  gray-out + line-through for dismissed rows, Hide-dismissed toggle.

Admin edit modal:
- Category as <select> + "Add new category…" reveal.
- Audience as <select> with (unset)/all/group:<name> from RBAC.
- Tags: full tag-input widget (pills, ×-remove, Backspace pop,
  Enter/comma to add, ↑/↓ typeahead from EXISTING_TAGS).

Bulk-edit modal pickers (closes #128):
- Move-to-category / Add-tag: <select> + add-new.
- Set-audience: <select> (no more typo-able 'gourp:eng').
- Remove-tag: closed-set picker.

FilterState utility:
- app/web/static/js/filter-state.js — save/load/clear/bindInputs
  for per-page localStorage filter state. Adopted on /corporate-memory.

E2E verified live on a real VM through the API + browser flow.

* release: 0.54.18 — Curated Memory restructure + 4 adversarial-review fixes

Bundles together:
- #316  fix(store): surface review failures + harden publish gate
        (BREAKING fail-CLOSED guardrail, override v2+ promote, restore guard,
        retry/rescan staged-bundle, banner widening, LLM truncation retry)
- #320  fix(store): C2 bundle export RBAC + H2 per-entity write lock +
        H3 update_status compare-and-swap with bg_verdict_skipped audit
- #322  fix(store): M1 prompt sentinel filename escape + M2 atomic
        promote_to_version helper + L1 admin forensic download per-version
- #324  Curated Memory restructure + per-user Dismiss + FilterState utility

Bump from 0.54.17 → 0.54.18 (patch — pre-1.0 policy: every cycle is patch).
2026-05-15 18:51:05 +02:00