Step 2 implemented

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Jim Lancaster
2026-06-24 14:02:36 -05:00
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# Transcription
Historical document transcription system.
## Prompt Artifacts
Prompt files are stored in `prompts/` and loaded from `PROMPT_DIR` (default: `./prompts`).
The canonical MVP prompt is `prompts/transcribe_document.md`.
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Great—heres a **detailed implementation plan for Step 2** based on your docs and current project state.
## Step 2: prompts/transcribe_document.md
## Step 2 Goal
### Goal
Implement the MVP prompt artifact system by creating a curated transcription prompt file:
@@ -121,6 +121,129 @@ In Step 2, ensure docs reflect this and that Step 3 will resolve:
---
## Task-by-Task Execution Checklist
## Phase A — Scaffold files
- [ ] **A1. Create prompt directory**
- Path: `prompts/`
- Verify: directory exists at repo root
- [ ] **A2. Create canonical prompt file**
- Path: `prompts/transcribe_document.md`
- Verify: file exists and is non-empty
- [ ] **A3. (Recommended) Create prompt library README**
- Path: `prompts/README.md`
- Verify: includes naming + revision conventions
---
## Phase B — Author prompt content (core work)
- [ ] **B1. Add Purpose section**
- States verbatim historical transcription objective
- Explicitly disallows summarization/paraphrase
- [ ] **B2. Add Output Contract section**
- Plain text output expectation
- Preserve meaningful structure and reading order
- No fabricated text
- [ ] **B3. Add Rule Set from `docs/Intent.md`**
- Misspellings/errors: `[sic]`
- Missing words: `[word]`
- Uncertain readings: `[guess?]`
- Illegible regions: `[illegible]` / reason labels
- Crossed-out text: `[deleted: ...]`
- Squeezed-in text: `[inserted: ...]`
- Superscripts/abbrev handling guidance
- Non-text visuals: bracketed descriptive labels
- Marginalia formatting cue
- Rejoin line-break hyphenated words silently
- Ambiguous capitalization policy
- Hierarchical outline numbering preservation
- [ ] **B4. Add Ambiguity and Confidence policy**
- “Mark uncertainty instead of guessing”
- “Never silently normalize uncertain passages”
- [ ] **B5. Add Final Self-Check section**
- Checklist for fidelity, uncertainty labeling, and format compliance
---
## Phase C — Add validations (tests)
- [ ] **C1. Create prompt tests file**
- Path: `tests/test_prompts.py`
- [ ] **C2. Add existence/health checks**
- Prompt file exists
- Prompt file has content (non-whitespace)
- [ ] **C3. Add semantic anchor checks**
- Mentions verbatim behavior
- Mentions uncertainty marker pattern (`?` in brackets conceptually)
- Mentions illegible handling
- Mentions deleted/inserted conventions
- [ ] **C4. Keep tests resilient**
- Avoid exact full-file snapshot assertions
- Assert required concepts, not precise phrasing
---
## Phase D — Documentation alignment
- [ ] **D1. Update top-level docs/README reference**
- Mention that prompts live in `prompts/`
- Mention Step 3 loads from `PROMPT_DIR`
- [ ] **D2. Confirm config compatibility**
- `src/transcription/config.py` already uses `prompt_dir = Path("./prompts")`
- No code change needed unless naming/path mismatch appears
---
## Phase E — Verification
- [ ] **E1. Run targeted test file**
- `uv run pytest tests/test_prompts.py -q`
- [ ] **E2. Run full suite**
- `uv run pytest -q`
- [ ] **E3. Confirm no regressions**
- All existing tests still green (expected: previous 20 + new prompt tests)
---
## Phase F — Commit plan (recommended granularity)
- [ ] **F1. Commit 1: scaffold**
- `prompts/transcribe_document.md` (initial structure)
- `prompts/README.md` (if included)
- [ ] **F2. Commit 2: finalized prompt content**
- full rule-complete prompt text
- [ ] **F3. Commit 3: tests + docs alignment**
- `tests/test_prompts.py`
- README/docs mention of prompt artifact pattern
---
## Done Criteria (quick gate)
- [ ] Canonical prompt exists and is curated for verbatim transcription.
- [ ] Prompt encodes all high-value handling rules from `docs/Intent.md`.
- [ ] Prompt tests pass.
- [ ] Full project tests pass with `uv`.
- [ ] Ready for Step 3 provider integration.
---
## Acceptance Criteria (Definition of Done)
Step 2 is complete when all are true:
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## Step 3: services/transcription.py + providers/
### Objective
Implement the **AI transcription integration layer** so the app can:
1. Read the curated prompt from `PROMPT_DIR`
2. Send prompt + image to the configured provider (OpenRouter)
3. Return normalized transcription output (or structured failure)
This corresponds to MVP Step 3 from `docs/mvp.md`:
- `services/transcription.py`
- `providers/` adapter(s)
---
## Scope for Step 3
### In scope
- Provider abstraction and OpenRouter adapter
- Prompt file loading utility in service layer
- Image payload preparation
- One high-level transcription service function usable by Step 4 worker
- Unit tests (mocked provider SDK, no external calls)
### Out of scope
- Job polling/background loop (Step 4)
- DB status transition orchestration in worker loop (Step 4)
- UI invocation/wiring (Step 5)
---
## Planned Deliverables
### Source files
- `src/transcription/providers/base.py`
- `src/transcription/providers/openrouter.py`
- `src/transcription/providers/__init__.py` (exports + factory)
- `src/transcription/services/transcription.py`
- `src/transcription/services/__init__.py` (optional export)
### Tests
- `tests/test_providers_openrouter.py`
- `tests/test_transcription_service.py`
---
## Design Decisions (before coding)
1. **Provider interface first**
- Define a stable contract independent of SDK specifics.
- Prevent Step 4 from depending on raw SDK response shapes.
2. **Service returns normalized result object**
- Include: `text`, `provider`, `model`, `raw_error`/exception metadata.
- Worker can map this cleanly to `Transcript` and `JobStatus`.
3. **Prompt loaded from file at call time**
- Uses `get_settings().prompt_dir / "transcribe_document.md"`.
- Keeps prompt edits hot-swappable without code changes.
4. **Clear exception boundary**
- SDK/network/model failures become predictable domain exceptions:
- `ProviderError`
- `PromptLoadError`
- `TranscriptionError` (optional top-level wrapper)
5. **Model resolution policy**
- Use `settings.provider_model` if set
- Otherwise use adapter default constant (e.g., vision-capable model slug)
---
## Task-by-Task Execution Checklist
## Phase A — Provider contract
- [ ] Create `src/transcription/providers/base.py`
- [ ] Define protocol/ABC for transcription providers:
- [ ] method signature accepts prompt text + image bytes (or data URL) + mime type
- [ ] returns normalized text result (and optional metadata)
- [ ] Define shared provider exceptions:
- [ ] `ProviderError`
- [ ] optional subclasses (`ProviderAuthError`, `ProviderResponseError`)
---
## Phase B — OpenRouter adapter
- [ ] Create `src/transcription/providers/openrouter.py`
- [ ] Implement `OpenRouterTranscriptionProvider` with:
- [ ] config-driven API key usage
- [ ] optional referer/title attribution headers
- [ ] model resolution fallback when `provider_model` is unset
- [ ] Implement request building:
- [ ] prompt included as instruction content
- [ ] image included in supported format for vision call
- [ ] Implement response parsing:
- [ ] extract final transcript text from SDK response
- [ ] validate non-empty text
- [ ] Wrap SDK failures into `ProviderError` with clean message
---
## Phase C — Provider factory
- [ ] Update `src/transcription/providers/__init__.py`
- [ ] Add `get_transcription_provider()` factory:
- [ ] reads `settings.provider`
- [ ] returns OpenRouter adapter for `openrouter`
- [ ] raises explicit error for unsupported provider values
---
## Phase D — Transcription service (Step 3 core)
- [ ] Create `src/transcription/services/transcription.py`
- [ ] Add prompt loader function:
- [ ] default file: `transcribe_document.md`
- [ ] raises `PromptLoadError` on missing/empty file
- [ ] Add image loader/validator:
- [ ] path existence check
- [ ] allowed mime detection (`.jpg/.jpeg/.png/.tiff/.pdf` policy aligned to MVP)
- [ ] Add high-level function (name example):
- [ ] `transcribe_document_image(image_path, prompt_name="transcribe_document.md")`
- [ ] loads prompt + image
- [ ] calls provider from factory
- [ ] returns normalized transcription result object
- [ ] Add structured logging at key boundaries:
- [ ] prompt loaded
- [ ] provider invoked
- [ ] success/failure outcome (no sensitive data in logs)
---
## Phase E — Tests (mocked, deterministic)
## `tests/test_providers_openrouter.py`
- [ ] test adapter initializes from settings
- [ ] test model fallback when `provider_model is None`
- [ ] test referer/title options are included when set
- [ ] test successful SDK response parses transcript text
- [ ] test SDK exception maps to `ProviderError`
- [ ] test empty/invalid response maps to `ProviderError`
## `tests/test_transcription_service.py`
- [ ] test prompt loader reads canonical prompt file
- [ ] test missing prompt raises `PromptLoadError`
- [ ] test transcription function loads file and calls provider once
- [ ] test image path missing raises clear error
- [ ] test provider error is propagated/wrapped predictably
- [ ] test returned result includes transcript text and metadata
> Keep these unit tests mocked (no real OpenRouter calls in default suite).
---
## Phase F — Verification commands
- [ ] `uv run pytest tests/test_providers_openrouter.py -q`
- [ ] `uv run pytest tests/test_transcription_service.py -q`
- [ ] `uv run pytest -q`
---
## Implementation Notes / Guardrails
- Avoid coupling Step 3 service to DB models directly (that belongs in Step 4 orchestration).
- Do not silently swallow provider errors.
- Keep prompt filename stable (`transcribe_document.md`) unless explicitly parameterized.
- Keep request/response normalization inside provider adapter, not worker/UI layers.
---
## Definition of Done (Step 3)
Step 3 is done when:
1. Provider abstraction exists and OpenRouter adapter is implemented.
2. Service can transcribe a local image using prompt file content.
3. Failures are returned as structured exceptions, not raw SDK traceback noise.
4. Unit tests for provider and service pass.
5. Full suite remains green under `uv run pytest -q`.
6. Step 4 can call a single service function to process queued jobs.
---
If you want, I can now convert this into a **PR-ready markdown checklist** (same format as Step 2) and then implement it once you confirm.
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# Prompt Artifacts
This directory stores transcription prompts as individual Markdown artifacts.
## Conventions
- Keep one prompt per file.
- Use stable, descriptive snake_case file names.
- Prefer incremental edits to a single prompt per change for clean history.
- Keep prompts human-readable and policy-focused.
- Do not store secrets in prompt files.
## Current Prompt
- `transcribe_document.md`: baseline verbatim transcription policy for historical documents.
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# Historical Document Verbatim Transcription Prompt
## Purpose
Transcribe the provided historical document image as a faithful **verbatim** transcript.
Do not summarize. Do not paraphrase. Do not modernize style.
## Output Contract
- Return only the transcription text.
- Preserve original wording, punctuation, and meaningful structure.
- Keep line/section flow readable while preserving intent and document organization.
- Never invent missing content.
## Rules for Ambiguous or Damaged Text
### Misspellings and original errors
- Preserve original spelling.
- Add `[sic]` immediately after an evident original error.
### Missing words or clear omissions
- If a single missing word is obvious from context, insert it in square brackets.
- Example form: `[to]`
### Uncertain readings
- If best-effort interpretation is uncertain, use bracketed guess with question mark.
- Example form: `[Boston?]`
### Completely illegible text
- Use a clear bracketed label.
- Preferred forms: `[illegible]`, `[torn]`, `[ink blot]`, `[remainder of page torn]`
### Crossed-out text
- Preserve it using: `[deleted: ...]`
### Squeezed-in or above-line insertions
- Preserve it using: `[inserted: ...]`
### Superscripts and abbreviations
- Bring superscript letters down to baseline text.
- Expand only when clearly intended; if expanded, place added letters in brackets.
### Non-text visual elements
- Describe briefly in square brackets.
- Example forms: `[wax notary seal attached here]`, `[sketch of a fort layout]`
### Marginalia and side notes
- Signal location before the note text.
- Example form: `[written in left margin: ...]`
### Line-break hyphenation
- Rejoin words split across line breaks when they are clearly one word.
- Remove only line-break hyphens used for wrapping.
### Ambiguous capitalization
- Prefer modern capitalization only when uncertainty is high.
- Preserve clearly intentional archaic capitalization.
### Hierarchical outlines and numbering
- Preserve original numbering characters exactly (including roman numerals and unusual suffixes).
- Preserve indentation levels.
- Do not silently correct sequence mistakes; if clearly erroneous, preserve and use `[sic]` where appropriate.
## Confidence and Integrity Policy
- When uncertain, mark uncertainty explicitly rather than guessing silently.
- If text cannot be read, use a bracketed illegibility label instead of fabrication.
- Do not add commentary outside the transcription.
## Final Self-Check
Before finalizing, ensure:
1. The transcript is verbatim and not summarized.
2. Uncertain/illegible areas are explicitly marked.
3. Crossed-out and inserted text are preserved with required tags.
4. Structure/ordering is preserved as faithfully as possible.
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"""Tests for prompt artifacts in prompts/."""
from pathlib import Path
PROMPT_PATH = Path("prompts/transcribe_document.md")
def _prompt_text() -> str:
"""Read prompt text from the canonical prompt file."""
return PROMPT_PATH.read_text(encoding="utf-8")
class TestPromptArtifact:
"""Verify prompt artifact presence and baseline semantics."""
def test_prompt_file_exists(self):
"""Canonical transcription prompt file exists."""
assert PROMPT_PATH.exists()
def test_prompt_file_is_not_empty(self):
"""Canonical prompt file has non-whitespace content."""
text = _prompt_text()
assert text.strip()
def test_prompt_mentions_verbatim_behavior(self):
"""Prompt explicitly enforces verbatim transcription behavior."""
text = _prompt_text().lower()
assert "verbatim" in text
assert "do not summarize" in text
def test_prompt_includes_uncertainty_and_illegible_markers(self):
"""Prompt contains conventions for uncertainty and illegible text."""
text = _prompt_text().lower()
assert "[boston?]" in text
assert "[illegible]" in text
def test_prompt_includes_deleted_and_inserted_conventions(self):
"""Prompt contains conventions for deleted and inserted text."""
text = _prompt_text().lower()
assert "[deleted:" in text
assert "[inserted:" in text