Merge remote-tracking branch 'origin/doc_update' into session-engine

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John Lancaster
2026-07-31 10:16:17 -05:00
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# Database Schema (V2 Architecture)
This document describes the PostgreSQL relational schema for the transcription platform. It incorporates multi-image batch orchestration via `asyncio`, page-level execution tracking, many-to-many author/recipient attribution, and JSONB document storage for AI vision outputs.
All primary and foreign keys are PostgreSQL native UUIDs (`gen_random_uuid()`).
## Entity Relationship Diagram
```mermaid
erDiagram
PERSON {
UUID id PK
TEXT full_name
TEXT display_name
TEXT maiden_name
DATE birth_date
TEXT birth_date_raw
TEXT birth_place
DATE death_date
TEXT death_date_raw
TEXT death_place
TEXT biography
TEXT portrait_path
JSONB metadata
TIMESTAMPTZ created_at
TIMESTAMPTZ updated_at
}
DOCUMENT {
UUID id PK
TEXT name
TEXT document_type
DATE document_date
TEXT document_date_raw
TEXT location_created
TEXT notes
TEXT archive_identifier
TIMESTAMPTZ created_at
TIMESTAMPTZ updated_at
}
DOCUMENT_PERSON {
UUID id PK
UUID document_id FK
UUID person_id FK
VARCHAR role "author | recipient"
TIMESTAMPTZ created_at
}
JOB {
UUID id PK
UUID document_id FK
VARCHAR status "queued | processing | completed | partial_success | failed"
INTEGER retry_count
TEXT provider
TEXT model
TEXT prompt_name
TIMESTAMPTZ date_created
TIMESTAMPTZ date_updated
}
SOURCE {
UUID id PK
UUID document_id FK
INTEGER page_number
TEXT upload_name
TEXT filename
TEXT file_path
TEXT raw_transcription
TEXT revised_text
TIMESTAMPTZ date_uploaded
TIMESTAMPTZ date_revised
}
JOB_SOURCE {
UUID id PK
UUID job_id FK
UUID source_id FK
VARCHAR status "pending | transcribed | failed"
TEXT raw_transcription
JSONB ai_metadata
JSONB raw_api_response
TEXT error_detail
TIMESTAMPTZ executed_at
}
DOCUMENT ||--o{ DOCUMENT_PERSON : "has_people"
PERSON ||--o{ DOCUMENT_PERSON : "participates_in"
DOCUMENT ||--o{ JOB : "has_jobs"
DOCUMENT ||--o{ SOURCE : "contains_pages"
JOB ||--o{ JOB_SOURCE : "executes"
SOURCE ||--o{ JOB_SOURCE : "processed_in"
```
## Domain Invariants & Rules
### Page-Level Execution & AI Outputs
* Execution Granularity: Every single image execution by an AI model produces a dedicated record in job_source.
* Point-in-Time Auditability: job_source.raw_api_response stores the unparsed REST response envelope for that specific image page call. job_source.ai_metadata stores spatial bounding boxes, token usage, and layout details for that specific image page call.
* Active Output Caching: Upon successful completion of an image call, source.raw_transcription is updated with the latest output string from job_source.raw_transcription for fast UI rendering.
### Page Ordering & Revisions
* Sequential Integrity: source.page_number dictates page ordering within a document. Reads assembling full documents must query ORDER BY source.document_id, source.page_number ASC.
* Inlined Human Corrections: User edits occur at the page level inside source.revised_text. source.raw_transcription remains immutable. If source.revised_text is non-null, application frontends must render source.revised_text.
### Async Job Lifecycle & Failure Isolation
* Batch Orchestrator: A job represents an overarching execution run across one or more source images belonging to a document.
* Isolated Failures: API requests run concurrently (e.g., using asyncio). A failure on page 3 does not invalidate successful transcriptions on page 1 or 2.
* Job States:
- queued: Created, awaiting worker execution.
- processing: Concurrent HTTP tasks actively running.
- completed: 100% of linked job_source tasks succeeded (transcribed).
- partial_success: At least one job_source succeeded and at least one failed.
- failed: All linked job_source tasks failed or a job-level runtime error occurred.
### Attribution & Person Roles
* Multi-Person Roles: Documents support zero, one, or many authors and recipients linked via document_person.
* Role Uniqueness: (document_id, person_id, role) must be unique to prevent duplicate role tagging.
@@ -1,102 +0,0 @@
## PostgreSQL DDL Specification
```sql
-- Enable pgcrypto for UUID generation if on PostgreSQL < 13
CREATE EXTENSION IF NOT EXISTS "pgcrypto";
-- 1. PERSON TABLE
CREATE TABLE person (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
full_name TEXT NOT NULL,
display_name TEXT,
maiden_name TEXT,
birth_date DATE,
birth_date_raw TEXT,
birth_place TEXT,
death_date DATE,
death_date_raw TEXT,
death_place TEXT,
biography TEXT,
portrait_path TEXT,
metadata JSONB DEFAULT '{}'::jsonb,
created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
);
-- 2. DOCUMENT TABLE
CREATE TABLE document (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
name TEXT NOT NULL,
document_type TEXT,
document_date DATE,
document_date_raw TEXT,
location_created TEXT,
notes TEXT,
archive_identifier TEXT,
created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
);
-- 3. DOCUMENT_PERSON (Junction Table for Multi-Author / Multi-Recipient)
CREATE TABLE document_person (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
document_id UUID NOT NULL REFERENCES document(id) ON DELETE CASCADE,
person_id UUID NOT NULL REFERENCES person(id) ON DELETE CASCADE,
role VARCHAR(20) NOT NULL, -- 'author' or 'recipient'
created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
CONSTRAINT unique_document_person_role UNIQUE (document_id, person_id, role)
);
-- 4. JOB TABLE (Batch-level orchestrator)
CREATE TABLE job (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
document_id UUID NOT NULL REFERENCES document(id) ON DELETE CASCADE,
status VARCHAR(50) NOT NULL DEFAULT 'queued', -- 'queued', 'processing', 'completed', 'partial_success', 'failed'
retry_count INTEGER NOT NULL DEFAULT 0,
provider TEXT NOT NULL, -- e.g., 'openai', 'anthropic'
model TEXT NOT NULL, -- e.g., 'gpt-4o', 'claude-3-5-sonnet'
prompt_name TEXT,
date_created TIMESTAMPTZ NOT NULL DEFAULT now(),
date_updated TIMESTAMPTZ NOT NULL DEFAULT now()
);
-- 5. SOURCE TABLE (Physical image files & active state)
CREATE TABLE source (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
document_id UUID NOT NULL REFERENCES document(id) ON DELETE CASCADE,
page_number INTEGER NOT NULL DEFAULT 1,
upload_name TEXT NOT NULL,
filename TEXT NOT NULL,
file_path TEXT NOT NULL,
raw_transcription TEXT, -- Cached active AI text output
revised_text TEXT, -- Active human edited text
date_uploaded TIMESTAMPTZ NOT NULL DEFAULT now(),
date_revised TIMESTAMPTZ
);
-- 6. JOB_SOURCE (Junction Table: Per-Image Execution Record)
CREATE TABLE job_source (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
job_id UUID NOT NULL REFERENCES job(id) ON DELETE CASCADE,
source_id UUID NOT NULL REFERENCES source(id) ON DELETE CASCADE,
status VARCHAR(50) NOT NULL DEFAULT 'pending', -- 'pending', 'transcribed', 'failed'
raw_transcription TEXT, -- Point-in-time raw AI text output
ai_metadata JSONB, -- Page-level bounding boxes, tokens, confidence
raw_api_response JSONB, -- Complete REST response envelope
error_detail TEXT,
executed_at TIMESTAMPTZ NOT NULL DEFAULT now(),
CONSTRAINT unique_job_source UNIQUE (job_id, source_id)
);
-- INDEXES FOR FAST LOOKUPS & QUERY PERFORMANCE
CREATE INDEX idx_person_full_name ON person(full_name);
CREATE INDEX idx_document_date ON document(document_date);
CREATE INDEX idx_document_person_doc ON document_person(document_id);
CREATE INDEX idx_document_person_per ON document_person(person_id);
CREATE INDEX idx_source_document ON source(document_id);
CREATE INDEX idx_source_page_order ON source(document_id, page_number);
CREATE INDEX idx_job_document ON job(document_id);
CREATE INDEX idx_job_source_job ON job_source(job_id);
CREATE INDEX idx_job_source_source ON job_source(source_id);
CREATE INDEX idx_job_source_ai_metadata ON job_source USING GIN (ai_metadata);
```