Step 4 implementation plan

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Jim Lancaster
2026-06-24 17:58:08 -05:00
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## Step 4: `services/upload.py` + `worker.py`
## Objective
Implement the MVP upload and background processing pipeline so the system can:
1. Save uploaded files into `UPLOAD_DIR`
2. Create `Document` + `Job(status="queued")`
3. Process queued jobs in a worker loop:
- `queued -> processing`
- invoke Step 3 transcription
- persist `Transcript`
- finalize as `transcribed` or `failed`
This covers MVP Feature 1 + 2 and supports REQ-1, REQ-2, REQ-3, REQ-4, REQ-6.
---
## Scope
### In scope
- `src/transcription/services/upload.py`
- `src/transcription/worker.py`
- Upload persistence logic + job creation
- Worker polling and single-job processing lifecycle
- Tests for upload + worker behavior (deterministic, no live API)
### Out of scope
- UI wiring (Step 5)
- Job/transcript pages (Step 5)
- External queue infrastructure
- Async DB/session architecture changes (post-MVP)
---
## Planned Deliverables
### Source files
- `src/transcription/services/upload.py`
- `src/transcription/worker.py`
- `src/transcription/services/__init__.py` (export updates as needed)
### Tests
- `tests/services/test_upload.py`
- `tests/services/test_worker.py` *(recommended for mirror consistency)*
---
## Design Decisions
1. **Upload service owns file persistence + initial DB records**
- Save file first, then create `Document` + `Job(queued)`.
2. **Worker owns job lifecycle transitions**
- Transition only in worker:
- `queued -> processing`
- `processing -> transcribed|failed`
3. **Worker calls Step 3 service, not provider SDK directly**
- Use `transcribe_document_image(...)` from `services/transcription.py`.
4. **Failure details are always persisted**
- On failure, persist transcript row with `text=None`, `error_detail=...`.
5. **Worker loop is stoppable**
- Simple in-process loop with stop signal/event and poll interval.
---
## Task-by-Task Execution Checklist
## Phase A — Upload service (`services/upload.py`)
- [ ] Create `src/transcription/services/upload.py`
- [ ] Add `UploadError` exception type
- [ ] Add result dataclass (e.g., `UploadJobResult`) with:
- [ ] `document_id`
- [ ] `job_id`
- [ ] `stored_path`
- [ ] `original_filename`
- [ ] Implement safe filename handling:
- [ ] basename normalization
- [ ] collision-safe naming (e.g., UUID prefix)
- [ ] reject path traversal patterns
- [ ] Implement extension validation (`.jpg/.jpeg/.png/.tif/.tiff/.pdf`)
- [ ] Implement empty-bytes validation
- [ ] Ensure `UPLOAD_DIR` exists (`mkdir(parents=True, exist_ok=True)`)
- [ ] Persist file bytes to disk
- [ ] Insert `Document` and `Job(status=queued)` in one transaction
- [ ] Return structured `UploadJobResult`
- [ ] Add logging for upload success/failure (no sensitive payload logging)
---
## Phase B — Worker core (`worker.py`)
- [ ] Create `src/transcription/worker.py`
- [ ] Implement `process_next_queued_job(...) -> bool`
- [ ] fetch oldest queued job
- [ ] return `False` if none found
- [ ] set job to `processing` + update timestamp
- [ ] call `transcribe_document_image(image_path=...)`
- [ ] success path: persist transcript text, mark `transcribed`
- [ ] failure path: persist error detail, mark `failed`
- [ ] return `True` when a job is processed
- [ ] Implement transcript upsert behavior (avoid duplicate unique `job_id` insert issues)
- [ ] Add structured logs for lifecycle transitions and outcomes
---
## Phase C — Worker loop (`worker.py`)
- [ ] Implement `run_worker_loop(...)`
- [ ] accepts stop signal/event
- [ ] configurable `poll_interval_seconds`
- [ ] repeatedly calls `process_next_queued_job`
- [ ] sleeps when no work
- [ ] exits cleanly on stop request
- [ ] Keep implementation single-process/simple for MVP assumptions
---
## Phase D — Service exports
- [ ] Update `src/transcription/services/__init__.py` exports
- [ ] include upload service symbols
- [ ] keep transcription exports intact
---
## Phase E — Tests (scaffold -> fill)
### E1 Scaffold
- [ ] Create `tests/services/test_upload.py` with class/method skeletons + one-line docstrings
- [ ] Create `tests/services/test_worker.py` with class/method skeletons + one-line docstrings
- [ ] Validate scaffold collection:
- [ ] `uv run pytest --collect-only -q`
### E2 Fill
#### Upload tests
- [ ] `test_create_upload_job_writes_file_and_creates_records` (`integration`)
- [ ] `test_create_upload_job_rejects_empty_bytes` (`unit`)
- [ ] `test_create_upload_job_rejects_unsupported_extension` (`unit`)
- [ ] `test_create_upload_job_uses_unique_stored_filename` (`integration`)
- [ ] `test_create_upload_job_sets_job_status_queued` (`integration`)
#### Worker tests
- [ ] `test_process_next_queued_job_returns_false_when_queue_empty` (`integration`)
- [ ] `test_process_next_queued_job_transitions_processing_to_transcribed` (`integration`)
- [ ] `test_process_next_queued_job_persists_transcript_text_on_success` (`integration`)
- [ ] `test_process_next_queued_job_sets_failed_and_error_detail_on_failure` (`integration`)
- [ ] `test_process_next_queued_job_updates_existing_transcript_if_present` (`integration`)
- [ ] `test_run_worker_loop_stops_when_stop_event_is_set` (`unit`)
### Marker usage
- [ ] Mark pure logic tests as `@pytest.mark.unit`
- [ ] Mark DB/service orchestration tests as `@pytest.mark.integration`
- [ ] Reuse existing `external` only for future live endpoint checks (not required in Step 4)
---
## Phase F — Verification
- [ ] `uv run pytest --collect-only -q`
- [ ] `uv run pytest tests/services/test_upload.py -q`
- [ ] `uv run pytest tests/services/test_worker.py -q`
- [ ] `uv run pytest -m "unit or integration" -q`
- [ ] `uv run pytest -q`
---
## Implementation Guardrails
- [ ] Do not couple worker directly to provider SDK internals
- [ ] Do not swallow exceptions silently
- [ ] Always persist terminal failure details
- [ ] Keep status transitions explicit and timestamped
- [ ] Keep default test suite deterministic and fast (no live network)
---
## Definition of Done (Step 4)
- [ ] Upload service persists file + creates `Document` and queued `Job`
- [ ] Worker processes queued jobs end-to-end via Step 3 service
- [ ] Success writes transcript text and final `transcribed` status
- [ ] Failure writes `error_detail` and final `failed` status
- [ ] Queue-empty worker call returns cleanly without error
- [ ] Full test suite passes with `uv run pytest -q`