Commit Graph
301 Commits
Author SHA1 Message Date
zoltan57andCopilot App 110f40a28b Phase 4: measure only the provider call in duration_ms
Review log [55]. Three historical local_timeout rows recorded 0.4-2.0s more
than the configured budget because the measurement window opened before the
provider call.

The plan named two causes, and both were already gone. Diffed against
f86c0ff~1: at V4.6 the window held resolve_provider_input (async;
normalization + artifact write + DB work) and a session.commit(). Phase 1
deleted both. What remains between the clock and the wait_for is
build_provider_input, now pure field copying because normalization moved to
ingest and file_hash is already stored: 6.2 us per call, zero awaits, so it
cannot yield to the event loop.

A third cause was still there and is not in the plan. The regression test
below measured 890ms where ~200ms was expected. services.sources.provider is
a lazy property that appears as an argument expression to _call_transcriber,
so it is evaluated after the clock starts but before wait_for begins timing.
Constructing OpenRouterTranscriptionProvider costs 475ms on first access and
0.001ms after, so the first attempt of every worker process booked half a
second of HTTP client construction as provider latency. That plausibly
accounts for the low end of the historical overshoot.

workflows.py
  - Re-capture monotonic_started_at immediately before the wait_for, reusing
    the same variable. The pre-loop assignment stays as the fallback: binding
    a new name inside the try would leave the general-exception handler
    referencing an unbound variable when build_provider_input raises. All
    three duration write sites (success, TimeoutError, general failure) then
    measure the correct window with no further change.
  - Hoist the provider property above the per-source loop. It is
    loop-invariant, so this also removes the repeated lookup from the two
    evidence-capture sites.

tests/services/test_workflows_reliability.py
  test_timeout_duration_excludes_pre_call_setup simulates 400ms of blocking
  setup against a 200ms budget and asserts the recorded duration sits near
  the budget and well clear of budget+setup. Confirmed to fail on the pre-fix
  code (assert 625 < 540) and pass after, so it guards behaviour rather than
  restating it. This is the plan's verification criterion as a test.

ui/pages/sources_page.py
  _format_duration renders >=1s as "27.6 s" and below that as "612 ms",
  replacing the raw "27612 ms". No test asserted the old format.

Plan task 3 (record preprocessing as its own value) declined and logged as a
deviation: after Phase 1 there is no preprocessing left to record, and a
preprocessing_ms column to measure 6 us of attribute copying is complexity
without a reader.

Verified: 293 passed, 4 skipped, 0 ruff, 0 ty.

Co-authored-by: Copilot App <[email protected]>
2026-08-18 16:02:58 -05:00
zoltan57andCopilot App 7dd0d2c9bf Phase 3: extract EvidenceService and rewrite the service ownership rule
Decompose SourceService along the aggregate boundary and then correct the
instruction file that caused it to grow, in that order. The refactor is the
empirical test of the rule.

services/evidence.py (new)
  EvidenceService owns ExecutionAttempt: read_latest_execution_attempt,
  list_execution_attempts, promote_machine_attempt, build_evidence_export,
  plus the LatestExecutionAttempt projection. Moved verbatim from sources.py.

services/errors.py (new)
  The five-class error hierarchy (PromptLoadError, TranscriptionError,
  TranscriptionNotFoundError, SourceDeleteBlockedError,
  CandidatePromotionError) moved out of sources.py. evidence.py needs
  TranscriptionNotFoundError, and test_service_boundaries.py correctly
  rejected the sibling import. errors.py defines no *Service class, so it is
  a legal shared home. This was the boundary test doing its job, not an
  obstacle to route around.

sources.py 1,389 -> 885 lines (1,063 after Phase 2).

services/__init__.py
  ServiceBundle and from_session_factory register evidence. Note that
  field-by-field ServiceBundle construction silently binds services to the
  process-global session factory via default_factory; from_session_factory is
  the only safe constructor. Two test bundles were fixed for this.

.github/instructions/services.instructions.md
  Rewritten to describe the boundaries the decomposition actually produced,
  per plan Phase 3 task 7 and review log [59].

  - "1 service class per data model" -> one service class per aggregate.
    The table-shaped rule is the measured cause of sources.py reaching
    1,389 lines; DocumentType has no lifecycle without Document.
  - New Model Ownership section. Junctions are owned by their lifecycle
    owner, the service that creates and deletes the rows: document_person
    to PeopleService (sole writer, measured), job_source to SourceService.
    Two carve-outs are stated rather than left as silent violations:
    cascade deletion when a service deletes its own aggregate root, and
    status transitions that create and delete nothing (cancel_job,
    resubmit_failed_sources), which are Job lifecycle events on the work
    queue. EvidenceService.promote_machine_attempt's two-field write to
    Source is named and scoped.
  - Mandatory CRUD softened to intent. It was already false: five modules
    define no service class, EvidenceService has no create/delete because
    ExecutionAttempt is append-only, RegistryService uses <op>_entry.
  - Separated reading across models via eager loads from the owning root,
    which is allowed, from importing another service, which is not. The old
    line 13 and lines 75-77 read as contradictory.
  - Typo: picutre.

  No code was moved to satisfy the rule.

tests/test_service_boundaries.py
  Docstring no longer cites the instruction file by line number; that anchor
  would desynchronise silently. errors.py added to the neutral-module list.

Verified: 292 passed, 4 skipped, 0 ruff, 0 ty. All 25 /ui/* routes walked
against the live app; 24x 200. /ui/documents/{id}/sources 404s via a 307 that
drops the /ui prefix, confirmed pre-existing (last touched in 6a3ee26) and
left alone as out of scope.

Co-authored-by: Copilot App <[email protected]>
2026-08-18 15:54:27 -05:00
zoltan57 11097b9cfe V4.7 Phase 2: Evidence Model Simplification (part 2) 2026-08-18 15:31:33 -05:00
zoltan57 7285a87dfb V4.7 Phase 2: Evidence Model Simplification 2026-08-18 15:30:51 -05:00
zoltan57andCopilot App f86c0ff27b V4.7 Phase 1: ingest orientation normalization, ProcessingArtifact removal
Move orientation normalization to the Source-ingest boundary and delete the
ProcessingArtifact subsystem it was built to serve.

Stored pages are now already upright, so nothing downstream derives a rotated
copy: every stored byte is the byte a provider is later sent. Rotation runs in
store_source_file ahead of hashing, so source.file_hash and file_size_bytes
describe exactly what is on disk. normalize_orientation becomes bytes-in /
bytes-out, and JPEG output reuses the source quantization tables and chroma
subsampling instead of re-quantizing at a fixed quality - measured at 50.3-56.1
dB PSNR at -6% size, against 50.0-53.5 dB at +38% for quality=95.

ProcessingArtifact held 2 rows against 77 successful transcriptions; the
subsystem effectively never ran. Deleting it removes the artifact cluster from
sources.py, the derivative resolution in workflows.py, the pre-provider commit
that only existed to make an artifact row durable, and the artifact evidence
dump from the Source detail page. The transcription_quality_warnings payload
folds into execution_attempt.normalized_metadata, so that feature keeps working
without the table.

tools/migrate_v46_to_v47.py carries steps 1 and 2: it rotated the 58 stored
images carrying EXIF orientation 3 in place, updated their recorded hash and
size, dropped processing_artifact and removed its one external file. It is
idempotent, keyed on state rather than a version marker.

tools/migrate_v45_to_v46.py is deleted. That migration is complete, and after
V4.7 it would restore a V4.5 backup into a schema that no longer matches.

Also fixes tests/test_config.py, which read the developer's local .env and
failed whenever WORKER_MAX_RETRIES was set.

Co-authored-by: Copilot App <[email protected]>
2026-08-18 10:16:38 -05:00
zoltan57 246d7f9434 V4.7 final scope changes 2026-08-18 09:24:41 -05:00
zoltan57andCopilot App 22d47574f2 Export V4.6 review log and mark the architecture review as historical
Preserves the traceability the V4.7 plan depends on ahead of starting
implementation in a fresh session. Documentation only.

The V4.6 review log was maintained in a session-scoped database and cited
by number throughout the V4.6, V4.7, and V4.8 planning documents as
"review log [N]". Those citations were unresolvable outside the session
that produced them. The log is now exported verbatim to
docs/ver4.6/review_log_v4_6.md: 70 entries, of which 8 remain open, each
mapped to its disposition (V4.7 phase, accepted risk, or operator
judgement).

The architecture review report is retained rather than deleted. It is the
canonical registry of the 32 finding IDs cited across six documents, so
removing it would orphan every CRIT/HIGH/MED/LOW reference in the planning
corpus. Instead it now carries a status banner marking it as a pre-V4.6
snapshot, warning that its paths, line numbers, and baseline metrics are
stale, recording that all 32 findings were dispositioned in V4.6 with only
MED-14 and HIGH-06 carrying into V4.7, and noting the two recommendations
later revised on evidence - the cancelled services/artifacts.py extraction
and the assumption that job_source and execution_attempt were
complementary rather than duplicated.

Co-authored-by: Copilot App <[email protected]>
2026-08-18 09:09:26 -05:00
zoltan57andCopilot App 4488280097 V4.7 & V4.8 planning: evidence model simplification and feature backlog
Plans the next two releases following the V4.6 architecture remediation.
Documentation only - no code or schema changes.

V4.7 is an architectural cleanup and evidence-model re-alignment release,
scoped from measurements taken against the live database:

- job_source and execution_attempt duplicate the same evidence. Measured
  77/77 identical on raw_transcription, ai_metadata vs normalized_metadata,
  and raw_api_response vs sdk_response_snapshot. job_source is stripped to
  its original junction role plus queue state (9 columns -> 4); all evidence
  reads move to execution_attempt.
- job_source is stripped rather than deleted because it is also the work
  queue: rows are created PENDING before any provider call, and cancellation
  writes a terminal state with no provider call at all. An append-only
  evidence table cannot express either.
- JobSourceStatus.CANCELLED is added so cancellation stops overloading
  FAILED plus free text, which retires job_source.error_detail. This absorbs
  the dual-spelling fix [45], since both rewrite the same persistence.
- ProcessingArtifact is removed. Two rows exist against 77 successful
  transcriptions, so the subsystem has effectively never run. Orientation
  normalization moves to ingest, where it is applied once and needs no
  derivative.
- Orientation normalization itself is retained: 58 of 79 stored images carry
  EXIF orientation 3, and their raw decoded pixels are genuinely inverted.
  Rotation switches to quantization-table reuse, measured better than the
  current quality=95 settings on both fidelity (51.5-55.0 dB PSNR vs
  50.0-53.5) and size (-6% vs +38%).
- The planned services/artifacts.py extraction is cancelled. The cluster is
  deleted rather than moved, establishing a delete-before-refactor ordering.

V4.8 parks feature work: pan and zoom, homepage gallery, multi-portrait
support, image descriptions, and the model-performance rollup, which stays
gated on the V4.7 run-time measurement fix.

Co-authored-by: Copilot App <[email protected]>
2026-08-18 08:59:46 -05:00
zoltan57andCopilot App 012dc15042 V4.6 Phase 8: one-time V4.5 -> V4.6 data migration script (review 1a)
Adds tools/migrate_v45_to_v46.py, the final V4.6 deliverable.

Diffing the backup against the current SQLModel metadata showed that the
re-level changed no columns: both have the same 10 tables with identical
column sets. What changed is index coverage [HIGH-04], the use_alter break in
the source/execution_attempt foreign key cycle, and the relationship loading
strategy [CRIT-02]. The migration is therefore a faithful, foreign-key-ordered
row copy rather than a transformation.

Design:

- The backup is read with plain sqlite3 rather than through the ORM. The plan
  anticipated ORM reads carrying explicit eager loads under lazy="raise";
  raw reads are strictly safer, because the V4.5 file is not guaranteed to
  satisfy the V4.6 mappers and no relationship is ever traversed.
- Writes go through SQLAlchemy Core against the live metadata, so the script
  works unchanged against PostgreSQL when that cutover happens.
- source rows are inserted with preferred_execution_attempt_id cleared and the
  selections are replayed after execution_attempt is populated, matching the
  use_alter break in the cycle.
- _coerce() converts raw SQLite values into what each column binds. It accepts
  both enum spellings, because job_source.status declares values_callable and
  stores lowercase values while execution_attempt.status does not and stores
  uppercase names, despite both using JobSourceStatus.
- Idempotent: a row whose primary key already exists is skipped, never
  updated. Never invoked from application startup and never run by the test
  suite.
- A pre-flight guard aborts if the backup row counts do not match the recorded
  V4.5 snapshot, so the script cannot silently run against the wrong file.

Verification against a throwaway target:

- 282 rows copied; per-table counts match the plan exactly (document 8,
  document_person 11, document_type 7, execution_attempt 80, job 11,
  job_source 79, person 5, person_role 3, processing_artifact 2, source 76).
- Every table is cell-for-cell identical to the backup across all columns.
- A second run inserts 0 rows and skips all 282.
- Artifact integrity passes for every migrated artifact, checked through the
  application's own SourceService verifier.
- 9 indexes added, 0 lost. No on-disk Source, portrait, or artifact file is
  written by the script.

The live data/transcription.db is deliberately left untouched; it currently
holds only bootstrap seed rows whose UUIDs differ from the backup.

Co-authored-by: Copilot App <[email protected]>
2026-08-17 20:02:34 -05:00
zoltan57andCopilot App 66e2dce465 V4.6 Phase 7: drive ty check to zero and add a blocking quality gate [HIGH-06]
Baseline was 207 diagnostics. Two real bugs were hiding in the noise:

- tools/run_destructive_tests.py imported ctypes.wintypes at module scope,
  which raises on non-Windows, and called fcntl unconditionally. The Windows
  and POSIX implementations now live under a module-level sys.platform split.
- tests/ui/test_sources_page.py constructed Source(...) without document_id.

Structural fixes, not suppressions:

- New src/transcription/db/loading.py owns the SQLModel-field to
  QueryableAttribute reinterpretation via orm_attribute()/selectinload()/
  defer(). This removed 42 "# pyright: ignore[reportArgumentType]" comments
  across documents/jobs/people/sources. Its docstring records that
  selectinload(A.b, B.c) is NOT equivalent to the chained form: varargs
  applies the selectin strategy only to the last path element, which under
  lazy="raise" raises InvalidRequestError at render time.
- db/session.py transaction_scope no longer accepts or yields
  AsyncSessionTransaction. No caller ever passed one, sessionmaker.begin()
  yields an AsyncSession, and the dead branch was latently buggy because
  services call .exec(). Cleared 7 workflows.py diagnostics.
- services/registry.py RegistryService is bound by a new RegistryEntry
  Protocol instead of bare SQLModel, so the shared implementation can read
  id/label/normalized_label/is_active. Cleared 9 diagnostics.
- Column expressions in sources.py/jobs.py/test_store.py wrap in sqlmodel
  col(), the idiom already used in registry.py.
- read_source_navigation wraps its literal tuple bounds in literal().
- normalization.py narrows with isinstance(image, TiffImageFile) rather than
  comparing image.format, since tag_v2 is TIFF-only.
- linked_people.render uses @ui.refreshable_method, the NiceGUI API for bound
  methods.
- The OpenRouter capturing client re-raises ResponseNotRead when the response
  stream is not async rather than mis-wrapping it.

Tooling gate:

- New .pre-commit-config.yaml runs ruff check and ty check as blocking hooks.
  No pre-commit config previously existed. Negative-tested: injecting a type
  error fails both hooks.
- The last two "# pyright: ignore" comments (config.py) are removed; ty does
  not honor pyright directives. One "# ty: ignore" remains, in
  tests/test_prompts.py, where the test deliberately assigns to a frozen
  field to assert ValidationError.
- asyncio_default_fixture_loop_scope is pinned to "function" so
  pytest-asyncio behavior does not shift on upgrade.

Verification: ruff check clean, ty check reports 0 diagnostics, 292 passed
and 4 skipped, pre-commit passes and demonstrably fails on a regression, and
tools/run_destructive_tests.py runs on Windows.

Co-authored-by: Copilot App <[email protected]>
2026-08-17 19:57:23 -05:00
zoltan57andCopilot App 597be2691c V4.6 Phase 6 follow-up: resolve homepage storage from settings
ui/homepage_store.py was the only storage path in the codebase derived from
Path(__file__).parents[3] rather than from Settings. That made it the one
storage root the operator could not relocate, and it resolved incorrectly
outside a source checkout - an installed distribution would have written
homepage content into the package directory in site-packages.

- config.py: add homepage_dir, defaulting to ./data/homepage so the location
  is unchanged for anyone launching from the repository root.
- homepage_store.py: resolve the directory and markdown path from Settings,
  with an optional settings parameter on every function so callers and tests
  can override without patching module constants. HOME_PAGE_DIR and
  HOME_PAGE_MARKDOWN_PATH constants are replaced by homepage_dir() and
  homepage_markdown_path().
- tests/ui/test_homepage_store.py: covers the setting being honored, markdown
  round-tripping, image storage and listing, and two configurations not
  sharing storage.

Note: the default is now CWD-relative, matching artifact_dir and upload_dir,
rather than anchored to the repository root.

Verification: ruff check src tests clean; 292 passed, 4 skipped.

Co-authored-by: Copilot App <[email protected]>
2026-08-17 19:00:02 -05:00
zoltan57andCopilot App 4e8c562f92 V4.6 Phase 6: async I/O and configuration hygiene
MED-01 - move remaining blocking work off the event loop:
- normalization.py gains normalize_orientation_async; the Pillow decode,
  transpose, and re-encode now run via asyncio.to_thread. The sync entry point
  stays for tests and documents that it blocks.
- OrientationNormalization.digest_sha256 becomes a stored field computed inside
  normalize_orientation, which already runs off-loop, instead of a property that
  hashed page-sized derivative bytes on the caller's thread.
- SourceService._write_and_digest_artifact performs the artifact write and its
  sha256 in a single worker-thread hop; both external-artifact write sites are
  now dispatched through to_thread.
- transcribe_image dispatches load_source_payload and build_prompt_execution
  through to_thread.

MED-04 - replace functools.cache on the engine and session factories with
explicit URL-keyed registries. dispose_engine and dispose_session_factory now
evict only the requested URL; previously cache_clear() tore down every other
database in the process, and dispose_engine would construct an engine for an
unknown URL purely to throw it away. New tests/test_engine_registry.py covers
distinct engines per URL, targeted eviction, and the unknown-URL no-op.

config.py - replace object.__setattr__ in normalize_provider_models with a
model_validator(mode="before") over the raw input, so the derived selector is
produced by normal construction rather than by mutating a frozen instance.
model_copy(update=...) was tried first and rejected: pydantic-settings does not
support a top-level validator returning anything other than self when validating
via __init__. provider_model is now stripped as well as the tuple entries.

models.py - add onupdate to the five updated_at columns and to Job.date_updated,
and drop the 10 manual "updated_at = datetime.now(UTC)" assignments across the
document, job, people, registry, and source services. Verified DDL-neutral by
hashing CreateTable output for every table on both the sqlite and postgresql
dialects before and after: identical, so this stays in Phase 6 and Phase 2 does
not need re-verification. New tests/services/test_timestamps.py asserts an
update through each service advances the timestamp.

MED-08 - Job.filename no longer swallows every exception to None. Relationships
declare lazy="raise", so the new _loaded_attribute helper inspects load state
explicitly and returns None only for genuinely unloaded attributes; real errors
now surface. Job.error_detail uses the same helper, which also removes its
unguarded read of the lazy="raise" job_sources relationship.

Verification: ruff check src tests clean; 288 passed, 4 skipped.

Co-authored-by: Copilot App <[email protected]>
2026-08-17 18:51:02 -05:00
zoltan57andCopilot App 0b63b53f53 V4.6 Phase 5 follow-up: consolidate remaining hand-rolled tables
Completes the table consolidation deferred within Phase 5. Section 4 of the
review lists table construction as a duplication pattern; three call sites had
been left bypassing the canonical builder.

- table/common.py: build_table gains a row_key parameter so callers with a
  non-"id" primary key can use it.
- linked_people.py: replaces its hand-rolled ui.table with build_table
  (row_key="person_id", selection="multiple", rows_per_page=0, no search).
- print_preview_page.py: _render_metadata_table and _render_job_table now share
  a local _render_print_table helper. Print tables deliberately do not use
  build_table - they must never paginate or render a search box, and they carry
  print-only styling. The helper docstring records that rationale.
- tests/test_ui_boundaries.py: new AST guard asserting ui.table() is called from
  exactly two modules - components/table/common.py and pages/print_preview_page.py.

Also closes the intermittent tests/ui/test_jobs_page.py failure observed once
after Phase 5 as environmental. Unreproduced across ~54 sequential full-suite
runs (including a 25-run soak) and 5 concurrent-process runs. No code change.

Verification: ruff check src tests clean; 275 passed, 4 skipped.

Co-authored-by: Copilot App <[email protected]>
2026-08-17 18:37:45 -05:00
zoltan57andCopilot App 6a3ee26733 V4.6 Phase 5: UI boundaries and duplication
Fixes the three ui.instructions.md violations recorded as [HIGH-07] and extracts
the page-level duplication catalogued in review section 4.

Boundary violations
- jobs_page no longer imports session_scope or manages a transaction.
  store.create_document_job and store.create_job_for_document accept an optional
  session_factory and open their own session scope when the caller supplies
  neither a session nor a factory.
- sources_page no longer calls sqlalchemy.inspect. SourceService
  .read_latest_execution_attempt now returns a LatestExecutionAttempt read model
  carrying a plain transport_body_deferred flag, so ORM loader state stays inside
  the service. Rendered output is unchanged.
- Deletes ui/components/document_panzoom.py, its export, and its CSS. The
  component was exported but used by no page. Pan-zoom is planned for a clean
  reintroduction in V4.7 alongside the other photo/image work.

Extracted duplication
- ui/components/media_urls.py: pure upload-URL resolution taking upload_dir and
  base_url, replacing two identical ~60-line copies in sources_page and
  people_page.
- ui/components/guards.py: parse-then-render-terminal-message, replacing 28
  hand-written guard labels across five pages.
- ui/components/confirm_delete.py: the blocked-dependency notice and the
  delete/cancel action row, from four delete pages.
- ui/components/upload_panel.py: the auto-uploading file picker, from three
  pages. Source accept lists now derive from services.source_media
  .SOURCE_EXTENSIONS instead of being hard-coded.
- ui/components/table/registry.py: the two hand-rolled label-registry tables on
  the settings page now go through build_table, which gained selection and
  rows_per_page options.
- ui/components/formatters.py gains parse_uuid and parse_iso_date, replacing
  five and two private copies.
- ui/runtime.py owns resolve_runtime_settings, replacing three copies and
  removing get_settings from every page module.

[LOW-05]
- Upload handlers are annotated with events.UploadEventArguments.
- The Document and Person form builders return DocumentFormFields and
  PersonFormFields dataclasses instead of dict[str, Any].

Verification
- tests/test_ui_boundaries.py asserts no page imports a session scope, a session
  factory, get_settings, sqlalchemy, or sqlmodel, and that no component imports
  request or application state.
- 275 passed, 4 skipped. ruff check clean.

Findings: HIGH-07, LOW-05

Co-authored-by: Copilot App <[email protected]>
2026-08-17 17:44:39 -05:00
zoltan57 97b3d0fd62 V4.6 Phase 4: service layer consolidation
Removes the duplicated registry CRUD, the hand-written not-found raises, and
the three divergent media writers. Behavior is preserved: every existing
Document Type and Person Role test passes unchanged, which is the primary
proof for MED-11.

[MED-11] Generic registry service
- New services/registry.py owns RegistryService[ModelT]: list, list with
  counts, create with IntegrityError -> conflict mapping, read, update,
  delete with built-in and referenced guards, is_referenced, and label
  normalization/casefold keying.
- DocumentTypeRegistry and PersonRoleRegistry declare only the model, error
  class, noun, short noun, retainer phrase, and reference columns.
- DocumentService and PeopleService keep their public method names and
  delegate. Every user-facing message, error category, and suggestion string
  is reproduced verbatim; only the noun is templated.
- Deleted _normalize_registry_label, _document_type_label_key,
  _normalize_role_label, _person_role_label_key,
  _document_type_is_referenced, and _person_role_is_referenced.

[MED-12] Shared not-found lookup
- ServiceBase._get_or_raise(model, id, *, session, error, noun, suggestion,
  options) loads by primary key or raises the caller's error type.
- documents.py: local _get_document_or_raise deleted; replaced by _read_document
  and adopted at read_document, delete_document, and set_document_type, which
  previously bypassed the helper and hand-wrote the raise.
- sources.py: 8 identical Source raises and 1 Job raise collapsed into
  _read_source / _get_or_raise.
- jobs.py and people.py already funneled through local _not_found builders and
  were left alone.

[MED-13][MED-01] Single media writer
- New services/media_storage.py owns validate -> name -> mkdir -> write ->
  wrap OSError. The write runs in asyncio.to_thread, so uploads no longer block
  the event loop.
- store_source_file, store_person_portrait, and store_homepage_image now share
  it and are async. Callers in store.py, people_page.py, and home_page.py await
  them. mkdir failures are now also translated to a domain error instead of
  escaping as a raw OSError.
- homepage_store gains HomepageStorageError so its write reports like the others.

[MED-14, partial] Service independence
- New services/source_media.py owns SOURCE_MIME_TYPES, SOURCE_EXTENSIONS,
  lookup_source_mime_type, and supported_source_formats.
- documents.py no longer imports services/sources.py. Its print projection uses
  the non-raising lookup and raises DocumentError, so DocumentService no longer
  emits a TranscriptionError.
- api/v4_print.py imports the mapping from the policy module.
- store.py and workflows.py still import sources.py; both are orchestration
  modules, which services.instructions.md:75-77 explicitly permits.
- Splitting SourceService itself remains deferred to V4.7.

[LOW-08] Query shape
- list_sources_detail filters job_id with a JOIN on JobSource instead of
  loading every Source and filtering in Python.
- read_source_navigation replaces the full ordered-id scan and .index() with
  two row-value comparisons bounded by LIMIT 1.
- list_processing_artifacts gains the limit parameter its summary sibling
  already had.
- build_evidence_export runs artifact integrity hashing and file reads through
  asyncio.to_thread.

Tests
- tests/test_service_boundaries.py: AST guard asserting no service module
  imports a sibling service module, plus a guard that the scan is non-empty.
- tests/services/test_transcription_service.py: asserts the job_id filter emits
  a JOIN, and that navigation emits exactly two LIMIT queries.
- tests/services/test_store.py: the two storage tests are now async.

Verified: 276 passed, 4 skipped; ruff check clean.
2026-08-17 16:46:15 -05:00
zoltan57andCopilot App 7b9715b3f1 V4.6 Phase 3: worker and provider reliability
Claim jobs atomically [CRIT-01]
- Replace JobService.read_next_queued_job with claim_next_queued_job, which
  selects and transitions QUEUED -> PROCESSING inside one transaction. The old
  read-then-write sequence left a window in which two workers could observe the
  same QUEUED row.
- Add the missing .limit(1). The poll previously ordered the entire queued set
  and discarded all but the first row.
- Drop the eager loads from the hot poll entirely. They were pure waste:
  process_queued_job immediately re-reads the job through read_job with the
  relationships it actually needs.
- Guard the row with with_for_update(skip_locked=True) on PostgreSQL so the
  claim stays correct once more than one worker exists. On SQLite the claim is a
  bounded single-writer transaction.
- Correct the comment at the remaining direct-call claim site, which described
  the hazard rather than the guarantee.

Reuse the provider connection [HIGH-02]
- Build the ServiceBundle once per worker loop instead of once per job, and
  close it at loop shutdown. Every job previously constructed a new
  SourceService, and with it a new provider adapter and a new httpx.AsyncClient,
  paying a full TLS handshake per page and discarding the connection pool.
- process_next_queued_job now accepts an optional caller-owned bundle and only
  closes bundles it created itself.

Uncap the provider timeout [HIGH-03]
- Remove le=20.0 from worker_provider_timeout_seconds. The cap equalled the
  default, so the ceiling could never be raised, and dense-page vision
  transcription routinely needs longer. Default raised to 180s.
- Pass an explicit httpx.Timeout to the OpenRouter AsyncClient. httpx defaults
  every phase to 5 seconds, so the real read budget was 5s regardless of the
  configured value; the outer asyncio.wait_for could never be the binding
  constraint. Connect stays at 10s.

Tighten the provider boundary [MED-03]
- Declare model, current_request_manifest, current_transport_evidence, and
  aclose on the TranscriptionProvider Protocol.
- Delete the per-call inspect.signature(adapter.transcribe).parameters
  reflection and the untyped kwargs dict it fed. The Protocol had declared
  requested_model all along, so the reflection was dead defensive weight on the
  hot path.
- Replace the three getattr probes for aclose and the evidence attributes with
  direct typed access.

Deduplicate bundle construction [MED-06]
- Add ServiceBundle.from_session_factory and ServiceBundle.aclose, replacing the
  duplicated four-service instantiation blocks in app.py and worker.py.
- _recover_stale_processing_jobs now uses the bundle built moments earlier
  instead of constructing a second JobService.

Tests
- Claiming returns the oldest job, marks it PROCESSING, never hands the same job
  out twice, and emits exactly one unadorned SELECT carrying LIMIT and no JOIN.
- The worker loop threads one bundle through consecutive jobs and closes it once
  at shutdown; a caller-owned bundle is left open.
- Settings accepts a timeout above 20 seconds and still rejects zero.
- The OpenRouter client's read, write, and pool timeouts track the configured
  budget rather than the httpx default.

Note: .env in this checkout still pins WORKER_PROVIDER_TIMEOUT_SECONDS=20 and
should be raised to pick up this fix.

Verified: 268 passed, 4 skipped; ruff check clean.

Co-authored-by: Copilot App <[email protected]>
2026-08-17 16:26:31 -05:00
zoltan57andCopilot App 3e418a0889 V4.6 Phase 2: schema re-level in a single atomic pass
These changes all regenerate the same schema, so they land together and revert
together. A partially applied schema pass is not a valid state.

Remove hand-rolled migrations [HIGH-05]
- Delete upgrade_schema and the _upgrade_person_family_search_id /
  _upgrade_v42_evidence_tables / _upgrade_v45_selection_columns chain, plus the
  two tests that exercised them. The DDL was SQLite-shaped raw SQL that would
  not have run on PostgreSQL. create_all now derives everything from metadata
  and remains gated by Settings.should_bootstrap_schema. No raw ALTER TABLE or
  CREATE INDEX string remains in src.

Break the foreign key cycle [HIGH-08]
- Declare Source.preferred_execution_attempt_id with use_alter=True and an
  explicit constraint name. source / job_source / execution_attempt formed an
  unresolvable cycle that made metadata.sorted_tables emit an SAWarning and
  order execution_attempt before source, which would have been a hard
  create_all failure on PostgreSQL and was invisible on SQLite.
- As a side effect the column is now a dialect-aware Uuid rather than the
  hardcoded CHAR(32) the raw upgrade DDL produced, so it emits native UUID on
  PostgreSQL.

Index the hot filters [HIGH-04]
- Add composite Index("ix_job_status_date_created", "status", "date_created")
  for the worker poll, and index the foreign keys the worker and detail pages
  filter on: job.document_id, source.document_id, job_source.job_id,
  job_source.source_id, document.document_type_id, and the three
  document_person foreign keys.

Stop preloading by default [CRIT-02]
- Flip 16 relationships from lazy="selectin" to lazy="raise". The bidirectional
  selectin defaults meant loading one Job pulled a large connected subgraph.
- Three further relationships (ExecutionAttempt.job_source,
  ProcessingArtifact.execution_attempt, ProcessingArtifact.source) declared no
  lazy at all and defaulted to "select", which raises MissingGreenlet under
  async. These are now "raise" as well.
- Only 5 of 262 tests failed under the flip; the service layer already carried
  explicit eager loads. Fixes went into the service queries, never back into
  the models:
  - PeopleService._finalize_link refreshes document, person, and role_ref so
    the DocumentPerson write endpoints can still project them.
  - JobService.update_job_state loads job_sources -> source so the Job it
    returns still answers .error_detail and .filename.
  - Two tests that bypassed the service layer now load explicitly.
- Audited every UI relationship access against its feeding service method; all
  resolve to *_detail / list_*_detail variants with complete eager loads.

Tests
- Assert the composite and hot foreign key indexes exist in a fresh schema.
- Assert metadata.sorted_tables raises no SAWarning and orders source before
  execution_attempt.
- Assert preferred_execution_attempt_id is a Uuid that compiles to UUID on
  PostgreSQL and that its foreign key carries use_alter.
- Guard CRIT-02 from regression: no mapped relationship may declare a lazy
  strategy outside {raise, noload}.

The development database was rebuilt from metadata rather than upgraded; the
previous file is retained out of tree as the Phase 8 migration source.

Verified: 266 passed, 4 skipped; ruff check clean.

Co-authored-by: Copilot App <[email protected]>
2026-08-17 16:06:30 -05:00
zoltan57andCopilot App 2ccea77520 V4.6 Phase 1: deletions and quick wins
Pure remediation; no behavior change. Every item traces to a finding in
docs/architecture_code_review_2026-08-17.md.

Deletions
- Delete app_state.py, which had zero importers and whose get_session_factory
  raised TypeError at runtime [HIGH-01].
- Delete services/transcription.py and point build_prompt_execution imports at
  services/sources.py; drop the store.py compatibility aliases [MED-05].
- Delete ServiceBase.queue and its unparameterized asyncio.Queue [MED-07].
- Delete db/operations.get_next_queued_job, a divergent duplicate [CRIT-01].
- Drop the discarded load_docs parameter from list_jobs [LOW-03].

Config
- Delete worker_retry_backoff_seconds; no backoff behavior existed anywhere, so
  wiring it would have been a new feature [MED-02].
- Wire sqlite_check_same_thread through get_engine. The engine hardcoded the
  setting's own default, so this preserves behavior exactly [MED-02].
- Replace DATABASE_URL in docker-compose.yml with the nested DATABASE__DRIVER /
  DATABASE__PATH names. Settings uses env_nested_delimiter with extra="ignore",
  so DATABASE_URL was silently discarded [MED-10].

UI
- Move the 23KB inline VIBESCRIBE_LOGO_SVG to ui/static/vibescribe_logo.svg and
  load it through a cached read_svg sibling of read_css [MED-09].
- Route the portrait upload failure through error_presenter.show_error [LOW-07].
- Cancel the job detail auto-refresh timer instead of only deactivating it, and
  name its interval constant [LOW-06].

Worker
- Make WorkerNotifier runtime_checkable and validate the resolved object in
  resolve_worker_notifier, which previously returned any non-None attribute
  unchecked [LOW-04].

Docs and lint
- Fix two stale paths in services.instructions.md, one of which pointed at the
  module deleted here [LOW-02].
- ruff check --fix to zero [LOW-01].

Verified: 264 passed, 4 skipped; ruff check clean.

Co-authored-by: Copilot App <[email protected]>
2026-08-17 16:06:08 -05:00
zoltan57 b3d8eb6e97 V4.6 Scope & Implementation Plan 2026-08-17 15:25:52 -05:00
zoltan57 1ee9ebbffc Created new code-review agent and ran it using Claude. 2026-08-17 14:39:52 -05:00
zoltan57 aec89b3a7a Hide V4.6 recommendations after code review 2026-08-17 12:45:03 -05:00
Jim Lancaster d1321fd709 V4.6 Code review: V4 architecture-conformance and reliability release 2026-08-16 09:38:59 -05:00
Jim Lancaster 7054cd8af9 V4.5 Complete - Enhanced trancription context, added option to restranscribe source under different models. 2026-08-16 09:06:56 -05:00
Jim Lancaster bdb1b31b0a V4.5 Scope defined 2026-08-16 00:13:34 -05:00
Jim Lancaster 5b97c759fe V4.4 revision to facsimile print format 2026-08-15 23:25:12 -05:00
Jim Lancaster 7db4df1729 V4.4 Complete 2026-08-15 14:30:33 -05:00
Jim Lancaster 63373bf24d V4.4 Scope defined (part 2) 2026-08-15 14:04:58 -05:00
Jim Lancaster 936af9b1d3 V4.4 Scope defined 2026-08-15 14:04:42 -05:00
Jim Lancaster a78b58ff40 V4.3 revision to Document Types 2026-08-15 13:29:53 -05:00
Jim Lancaster aed827babe Finalized v4.3 scope 2026-08-14 16:17:23 -05:00
Jim Lancaster 178347e086 Updated v4.3 scope 2026-08-14 16:08:07 -05:00
Jim Lancaster c9f5dca064 V4.2 complete 2026-08-14 15:59:38 -05:00
Jim Lancaster 6bd4cbb0a7 V4.2 Updated what ai_raw_response data is being captured. The changes were more extensive than I expected. 2026-08-14 07:21:15 -05:00
Jim Lancaster 28811d79ce V4.1 major revision to docs. Removed all obsolete documents, updated v4.2 implementation scope and plan. 2026-08-13 15:32:40 -05:00
Jim Lancaster 171132919d V4.1 revisions in preparation for v4.2. AI data capture now better defined. 2026-08-12 18:51:48 -05:00
Jim Lancaster 89cf69f8a2 V4.1 Mostly UI adjustments by GC 2026-08-12 13:11:50 -05:00
Jim Lancaster 1e8d8572d4 Continue GC code review: Pydantic 2026-08-12 01:35:50 -05:00
Jim Lancaster 888a8c380a Continue GC code review: UI 2026-08-11 16:54:03 -05:00
Jim Lancaster b8be27f0c9 Continue GC code review and cleanup 2026-08-11 16:42:09 -05:00
Jim Lancaster 8d5aec4301 Github Copilot service realignment & cleanup 2026-08-11 16:02:19 -05:00
Jim Lancaster 0ace10269f V4 implemented. Some tweaking left, but it is working 2026-08-11 12:07:19 -05:00
Jim Lancaster ccf2c78ff4 V4 final docs 2026-08-10 12:34:36 -05:00
Jim Lancaster 4b3baf5a3e Revised and simplified V4 Plan and core documents. 2026-08-10 10:53:13 -05:00
Jim Lancaster 9b4d6f0340 Delete V3 duplicates 2026-08-09 13:34:36 -05:00
Jim Lancaster 5753eb0135 V4 plan created: Adding many-to-many links between Documents & People in the UI. Also adding some new tables for Document Type, Person role. 2026-08-09 13:29:50 -05:00
Jim Lancaster e6549277c6 V3 Updated V3 core documents. Added data folder backup/restore before/after running destructive tests. 2026-08-09 10:51:30 -05:00
Jim Lancaster b59d3da23e V3 fix document delete issue 2026-08-08 21:58:19 -05:00
Jim Lancaster 4bf6c9e2f3 V3 post step 2 refinement: add temperature & top-p settings to config (and .env), add prompt fields back to job table so that the prompt settings get frozen at runtime for all sources being processed. 2026-08-08 18:21:44 -05:00
Jim Lancaster 4dac9349c1 V3 step 1 update models.py and step 2 implement service/worker, and raw API response persistence 2026-08-08 18:08:04 -05:00
Jim Lancaster 5a741de0a9 Updated documentation to v3 which will focus on capturing prompt/response interactions with AI. 2026-08-08 16:16:32 -05:00