M7: a first-class imported knowledge library

A campaign can import local .txt and .md files as Canon, Reference or
Inspiration, and the class is load-bearing rather than a label: it decides the
words a passage is framed with in the prompt, the weight it carries when
passages are ranked, and which budget it competes in when the context is tight.

This is a separate subsystem, which is the Phase 0B decision
(IMPORTED-KNOWLEDGE-DESIGN.md §73). Story Cards do not carry classification,
provenance, content identity, chunking, an index or a lifecycle, and they were
not promoted into something that does. Nothing here reads or writes one.

The subsystem, in backend/app/knowledge/:

  classes      the three classes, their weights, and the prompt framing
  chunking     deterministic, heading-aware, 60-800 tokens, no overlap
  fts          SQLite FTS5 with porter stemming; scoped and bounded in SQL
  importer     validate, hash, store, chunk, index — in one transaction
  embeddings   local Ollama vectors through the shared provider
  retrieval    query construction, hybrid merge, rerank
  inject       the budgeted cut and the rendered prompt sections

Relevance admission is a separate stage from ranking, and that separation is
the milestone's most expensive lesson. An independent review found the first
implementation deciding relevance with a floor expressed as a share of the best
candidate — which the best clears by construction — so a passage was admitted on
every turn regardless of the scene. A query about tide tables and container
tonnage retrieved all five sources of a fantasy campaign, narrator-only hidden
Canon among them.

So the pipeline is now:

  candidate generation -> admission -> ranking -> class weighting -> budget

Admission reads raw, candidate-set-independent signals: the cosine the model
returned, and how many distinct meaningful query terms a passage contains.
Ranking reads normalized ones, because bm25 has no fixed range and cosine's zero
is not zero. Normalization decides order among things that matched; it can never
decide whether anything matched. Authority is applied after admission, so a
class orders what matched and never rescues what did not.

Retrieval may therefore return nothing, and on a scene unrelated to the library
it does.

The other decisions that each replaced an obvious wrong one:

- The class multiplies relevance rather than adding to it. An additive bonus
  satisfies "Canon outranks Reference" and makes "do not include irrelevant
  Canon" impossible, because a large enough constant wins on its own.
- The semantic floor is measured, not guessed: 113 production-path pairs against
  nomic-embed-text put targeted matches at 0.55-0.85 and off-topic pairs at
  0.36-0.56, and 0.58 sits between them. Because it is a property of that model
  and not of cosine similarity, it is keyed to the model rather than applied to
  whatever is configured: an embedding model with no measured calibration in
  this build does not borrow the number. Semantic admission is skipped, the
  campaign retrieves lexically, and the reason is stated in the knowledge status
  and in the turn's provenance. Degrading to lexical keeps the library usable;
  lending the threshold to an unmeasured model is how the admitted-everything
  defect would return.
- One lexical term is not evidence. Two distinct meaningful terms, or one that
  is neither a standing campaign entity nor a negligible share of the query.
  The stop list grew from 42 words to 261, all function words — no subject
  matter, because a stop list that removes subject matter stops finding "The
  Silver Key".
- Lexical retrieval is a production path, not a fallback. It finds the proper
  nouns and invented terms a setting bible is made of, and the library is fully
  usable with no embedding model configured.

Safety is structural rather than filtered. Imported text reaches the prompt
whole, inside a section that says what it is, under a rule stating the authority
order in words and refusing every instruction inside it. No endpoint accepts a
filesystem path, so H08 has no mechanism to escape from. Nothing renders
imported content as HTML, so a script tag is five visible characters and a
remote image is never fetched. Import, chunking, indexing, retrieval and a turn
open no socket at all; only embeddings do, through the endpoint allowlist the
memory bank already uses.

Provenance is the rendered text, not a foreign key: deleting a source cannot
turn a historical turn's evidence into dangling ids.

Schema: knowledge_sources, knowledge_chunks, knowledge_embeddings, and an FTS5
virtual table attached to knowledge_chunks as a DDL hook so it is created and
dropped with the table it indexes. Migration 92. A pre-M7 database opens
unchanged and needs no sources to play.

Bundle: the source content and the reader's judgements about it travel; the
passages, index rows and vectors are rebuilt on import, so a restored campaign
is searchable immediately without a reindex step.

One runtime dependency: python-multipart, Starlette's multipart parser. It is
what makes the upload surface possible, and the upload surface is why no
pathname is ever accepted.

The test doubles were the reason the defect shipped, so they were corrected too.
The retrieval stub scored unrelated text at 0.06-0.20 where the real model
scores it at 0.43-0.44, and its docstring said it had deliberately removed the
constant component that "would put a similarity floor under every pair" — which
is exactly the property real models have. The stub now has that floor, one test
fails if it is ever removed, and another reproduces the superseded rule and
asserts it is still fooled by the same fixture. Run against the pre-corrective
implementation, the new suite fails 13 of 18.

Tests: 939 passed, 14 skipped (836/7 at M6). 110 new across seven files, one of
which mocks nothing between itself and Ollama and re-measures the similarity
separation on every run. 43/43 checks in a real Firefox, reproduced.
Docker build clean.

Four other defects found by review or by the browser run were fixed here rather
than carried: an unreachable relevance constant that appeared to enforce
something and did not; acceptance tests using the wrong fixture files, so G07's
trap was never exercised; a bidirectional override surviving into displayed
filenames; and, from the implementation pass, the Insights panel showing M5's
two state sections as raw keys and the source inspector refetching on every
keystroke.

M7 was independently reviewed, which returned PASS WITH CORRECTIVE WORK
REQUIRED. Both blocking findings are closed, and closeout resolved the
embedding-model calibration boundary the corrective pass had left as debt.
planning/reports/M7-IMPLEMENTATION-REPORT.md carries the review, the corrective
closeout and the closeout verification in sequence, none overwriting another.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017HdaXiFbscatQaLS7dJk6b
This commit is contained in:
JesseMarkowitz
2026-09-06 15:40:13 -04:00
co-authored by Claude Opus 5
parent a6e9c7a32b
commit 480414efe0
52 changed files with 10894 additions and 52 deletions
+182
View File
@@ -60,6 +60,9 @@ from sqlalchemy.orm import Session, undefer
from . import attempts, models, schemas
from .context import cursors, lineage
from .knowledge import chunking as knowledge_chunking
from .knowledge import classes as knowledge_classes
from .knowledge import importer as knowledge_importer
from .narrative import model as narrative_model
FORMAT = "ai-dnd-adventure-v2"
@@ -158,10 +161,48 @@ def export(db: Session, adventure: models.Adventure) -> dict:
"entry": c.entry, "notes": c.notes}
for c in adventure.story_cards
],
# M7. The imported knowledge library, carried by the same rule as
# everything else here: what somebody chose goes in the file, what a
# machine derives does not.
#
# So the source text and the reader's judgements about it travel —
# content, classification, enabled, visibility, always-include, the
# title and filename, the hash. Passages, FTS rows and vectors do not:
# they are a deterministic function of the content, and the import
# rebuilds them. That keeps a bundle a readable record of a campaign
# rather than a database dump, and it keeps a campaign exported on one
# machine importable on another whose embedding model is different.
#
# `contentHash` is exported although it is derivable, because it is the
# identity the reader can check a restored file against — the one place
# a derived value earns a place in the file is when its purpose is to
# detect that the thing it describes has changed underneath it. The
# import verifies it rather than trusting it.
#
# A bundle written before M7 has no key here and imports with an empty
# library, which is what such a campaign had.
"knowledge": [_exported_source(k) for k in adventure.knowledge_sources],
"actions": [_exported_node(a, local) for a in nodes],
}
def _exported_source(source: models.KnowledgeSource) -> dict:
"""One knowledge source, as it goes into the file."""
return {
"title": source.title,
"originalFilename": source.original_filename,
"classification": source.classification,
"enabled": source.enabled,
"visibility": source.visibility,
"alwaysInclude": source.always_include,
"contentHash": source.content_hash,
"mediaType": source.media_type,
"notes": source.notes,
"importedAt": source.imported_at.isoformat() if source.imported_at else None,
"content": source.content,
}
_ROOT = {"parent": None, "forkDepth": None}
@@ -356,9 +397,85 @@ def plan(bundle: dict, version: str) -> dict:
"memory": _as_int(bundle.get("memoryCursor"), 0),
"summary": _as_int(bundle.get("summaryCursor"), 0),
},
# M7. Checked here with everything else, before a row is written, so a
# hand-edited library fails the import rather than half-landing in it.
"knowledge": _planned_knowledge(bundle),
}
def _planned_knowledge(bundle: dict) -> list[dict]:
"""The knowledge sources in a bundle, checked and normalized.
Every field is validated here rather than at write time, for the same reason
the tree is: a file anyone can edit must be found wrong before it has
written anything. A source that fails validation refuses the import — it is
not silently dropped. A campaign whose imported Canon quietly did not arrive
is a campaign whose narrator has stopped being told the rules, and the
reader would have no way to notice.
The one thing not trusted from the file is the hash. It is recomputed from
the content that actually arrived, and a mismatch is reported: that is the
whole reason a derived value is in the file at all.
"""
entries = bundle.get("knowledge")
if entries is None:
return []
if not isinstance(entries, list):
raise HTTPException(400, "The knowledge section of this file is not a list.")
if len(entries) > knowledge_importer.MAX_SOURCES_PER_ADVENTURE:
raise HTTPException(
400,
f"This file contains {len(entries)} knowledge sources — the limit "
f"is {knowledge_importer.MAX_SOURCES_PER_ADVENTURE}.",
)
planned: list[dict] = []
for i, entry in enumerate(entries):
if not isinstance(entry, dict):
raise HTTPException(400, f"Knowledge source {i + 1} is not an object.")
content = entry.get("content")
if not isinstance(content, str) or not content.strip():
raise HTTPException(400, f"Knowledge source {i + 1} carries no content.")
if len(content.encode("utf-8")) > knowledge_importer.MAX_SOURCE_BYTES:
raise HTTPException(
400, f"Knowledge source {i + 1} is larger than the import limit."
)
classification = entry.get("classification")
if not knowledge_classes.is_class(classification):
raise HTTPException(
400,
f"Knowledge source {i + 1} has no valid classification "
"(expected canon, reference or inspiration).",
)
visibility = entry.get("visibility")
if not knowledge_classes.is_visibility(visibility):
visibility = knowledge_classes.NORMAL
filename = knowledge_importer.safe_filename(
str(entry.get("originalFilename") or "")
)
stated = entry.get("contentHash")
actual = knowledge_chunking.digest(content)
planned.append({
"title": str(entry.get("title") or filename or "Imported source")[:200],
"original_filename": filename,
"classification": classification,
"enabled": bool(entry.get("enabled", True)),
"visibility": visibility,
"always_include": bool(entry.get("alwaysInclude", False))
and classification == knowledge_classes.CANON,
"media_type": (
str(entry.get("mediaType"))
if entry.get("mediaType") in ("text/plain", "text/markdown")
else "text/markdown"
),
"notes": str(entry.get("notes") or ""),
"imported_at": _as_time(entry.get("importedAt")),
"content": content,
"content_hash": actual,
"hash_mismatch": isinstance(stated, str) and bool(stated) and stated != actual,
})
return planned
def _derived_tip(branches: list[dict], nodes: list[dict], head: int) -> int:
"""Returns where the head branch's story ends, which is where a file that
does not state a head depth is opened.
@@ -668,6 +785,71 @@ def write(db: Session, adventure: models.Adventure, story: dict) -> None:
_point_the_head(adventure, story, ids)
_write_checkpoints(db, adventure, story["checkpoints"], ids)
_write_anchors(adventure, story, ids)
_write_knowledge(db, adventure, story.get("knowledge") or [])
def _write_knowledge(
db: Session, adventure: models.Adventure, specs: list[dict]
) -> None:
"""Restores the imported library, and rebuilds the index it needs.
The bundle carries the source and not its passages, so this is where they
come back: `build_index` runs the same deterministic chunker the original
import ran, against the same text, and produces the same passages. Lexical
retrieval therefore works the moment the import finishes, with no reindex
step and no explanation owed to the reader.
Vectors do not come back, because they were never in the file. The source
lands `embed_state = "idle"` with no vectors, and the next turn's post-turn
pass builds them against whatever embedding model *this* machine has — which
is the right answer, and the reason exporting the vectors would have been
the wrong one.
A source whose passages cannot be built is recorded as `failed` with the
reason rather than raising. By this point the story, its tree, its head and
its Save Points are already written, and refusing the whole campaign over a
rebuildable index would trade the valuable thing for the cheap one. The
failure is visible on the source and in the knowledge status endpoint, and
Reindex is the repair.
"""
for spec in specs:
source = models.KnowledgeSource(
adventure_id=adventure.id,
title=spec["title"],
original_filename=spec["original_filename"],
classification=spec["classification"],
enabled=spec["enabled"],
visibility=spec["visibility"],
always_include=spec["always_include"],
content=spec["content"],
content_hash=spec["content_hash"],
byte_size=len(spec["content"].encode("utf-8")),
media_type=spec["media_type"],
notes=spec["notes"],
parser_version=knowledge_chunking.PARSER_VERSION,
chunking_version=knowledge_chunking.CHUNKING_VERSION,
index_state="pending",
embed_state="idle",
)
if spec["imported_at"] is not None:
source.imported_at = spec["imported_at"]
if spec["hash_mismatch"]:
# Not a refusal. The content is what it is, and the recomputed hash
# above is the one stored — but the file said something different,
# which means it was edited after it was written, and the reader
# should be able to find that out.
source.notes = (
f"{source.notes}\n[import] The content hash in the export file "
"did not match the content it carried; the stored hash was "
"recomputed from what arrived."
).strip()
db.add(source)
db.flush()
try:
knowledge_importer.build_index(db, source)
except Exception as exc: # noqa: BLE001 - recorded, not raised
source.index_state = "failed"
source.index_detail = f"{type(exc).__name__}: {exc}"[:2000]
def _write_branches(