Skip to content

Rename ontology doc, fix TODO staleness, add suggest_questions + stream-triage-by-graph-relevance - #106

Merged
CServinL merged 16 commits into
mainfrom
rename-ontologia-doc
Sep 14, 2026
Merged

CServinL merged 16 commits into
mainfrom
rename-ontologia-doc

Conversation

@CServinL

@CServinL CServinL commented Sep 11, 2026 •

Copy link
Copy Markdown
Owner

Bundles several small/medium pending items together on this branch (user's call, to avoid micro-PRs) rather than as separate PRs:

  1. Rename docs/ontologia.md → docs/ontology.md — English-only in a public repo; the content was always English, just the filename was Spanish. Every reference updated across concept docs, TODO.md, ADR-017, .claude/CLAUDE.md, and vault_models.py's CitedClaimNode docstring; regenerated the 3 committed JSON schemas that embed that docstring.

  2. TODO.md staleness fix — god_nodes/surprising_connections/expand_node/read_source/per-section extraction were all still marked [ ]/"not built yet" despite shipping in PR Add knowledge-graph retrieval tools: expand_node, god_nodes, surprising_connections, authors, vault_health, timeline, read_source #104.

  3. Phase B, increment 2 — suggest_questions chat tool. Same 4-layer pattern god_nodes/surprising_connections already use (kg_queries.suggest_questions → KnowledgeGraphService cache → kg_app.py route + client → chat_tools ToolSpec/handler). Phrases a grounded question per RelatesTo edge, deduped by entity pair, capped at one question per source_file before filling remaining slots — so no single document crowds out the rest.

  4. Phase B, increment 3 — stream triage by graph relevance (lightweight design). A pure text-overlap score (KnowledgeGraphService.graph_relevance, backed by a cached distinct_entity_labels() scan) against entity labels already extracted into the knowledge graph — no stream/Zotero content is ever indexed into Kùzu, keeping docs/concepts/stream.md's stated "streams shouldn't pollute the knowledge graph" boundary intact. New GET /zotero/items/relevance endpoint scores and sorts the existing item listing; a new "Sort: Relevance" toggle in the Zotero browser panel calls it and renders a small match-count badge per item.

  5. Phase B's 4th increment, cross-chat entity linking, is explicitly deferred to its own session — it has no prior design anywhere in the repo and would require either extending KG entity extraction to chat content (reversing the deliberate "chats are not sources" decision) or inventing a new chat-scoped entity concept, on top of the cross-chat RECALL mechanism that already does topical-similarity search across chats.

Full suite: 1351 passed. UI build clean. Every new test confirmed red on pre-change code before the fix.

English-only in a public repo (the file's content was always English --
just the filename was Spanish). Updated every reference across concept
docs, TODO.md, ADR-017, .claude/CLAUDE.md, and vault_models.py's
CitedClaimNode docstring; regenerated the 3 committed JSON schemas that
embed that docstring.

Full suite 1290 passed (this branch's baseline, off main).
Per-section extraction, god_nodes, surprising_connections, expand_node,
and the get_full_text/read_source bounded-excerpt case were all still
marked '[ ]'/'not built yet' despite shipping in PR #104. Only
suggest_questions and the consultation-sub-agent redesign remain
genuinely unbuilt -- narrowed the framing to just those.
…h-relevance

Phase B, increments 2 and 3 of 4 (Toulmin shipped in #105; cross-chat
entity linking deferred to its own session -- see the plan discussion).

suggest_questions: same 4-layer pattern as god_nodes/surprising_connections
(kg_queries.suggest_questions -> KnowledgeGraphService cache -> kg_app.py
route + client -> chat_tools ToolSpec/handler). Phrases a grounded
question per RelatesTo edge, deduped by entity pair, capped at one
question per source_file before filling remaining slots.

Stream triage: a lightweight text-overlap score (KnowledgeGraphService.
graph_relevance, backed by a cached distinct_entity_labels() scan) against
already-extracted KG entity labels -- no stream/Zotero content is ever
indexed into Kùzu, keeping docs/concepts/stream.md's stated boundary
intact. New GET /zotero/items/relevance endpoint scores and sorts the
existing item listing; a new UI toggle in the Zotero browser panel calls
it and renders a small match-count badge.

Both the new /graph_relevance route (directly reachable on the kg worker)
and its zotero_routes.py caller share one bound (kg_queries.
GRAPH_RELEVANCE_MAX_TEXTS/_MAX_TEXT_LENGTH) rather than two literals that
would drift.

TODO.md's now-fully-shipped tool list corrected; docs/concepts/
zotero-item.md documents the new endpoint and its relationship to
stream.md's KG-pollution boundary.
@CServinL CServinL changed the title Rename docs/ontologia.md to docs/ontology.md Rename ontology doc, fix TODO staleness, add suggest_questions + stream-triage-by-graph-relevance Sep 12, 2026
…view

graph_relevance() used a bare substring check with no word-boundary --
any short entity label ("AI", "US", "ROC") matched inside an
unrelated longer word ("explain", "custom", "process"). Switched to
compiled word-boundary regex, precomputed once per call instead of once
per text (also fixes an O(texts x labels) re-lowering cost). Also
dedupes case-variant labels ("Neural Networks"/"neural networks" from
two different documents) so one concept isn't double-counted.

suggest_questions() deduped by entity id, not label -- despite
surprising_connections() two functions above it existing specifically
because same-document-scoped ids mean the same real-world concept pair
gets a different id per document. The same question text came out once
per paper discussing it, not once total. Fixed to dedupe by normalised
label pair, same as surprising_connections already does.

None of this was caught by the original test suite or self-audit,
because every original test was shaped like the code's own assumptions
(small single-label fixtures, whole-word test strings, single-document
fixtures) -- confirming internal consistency, not correctness. Pattern
persisted to the review checklist.
…abels

The previous fix for the substring false-positive bug switched to plain
\b word-boundary regex -- but \b requires a \w/\W transition, so it
silently fails to match any label that itself starts or ends with
punctuation: ".NET", "Ph.D.", "C++", "e.g.", "U.S." never
matched even when the text said them verbatim. Switched to
(?<!\w)...(?!\w), which asserts "not adjacent to a word character"
regardless of what the label's own edge characters are.

Caught by deliberately probing the fix's own edges in a second
adversarial pass, not by the tests written alongside the first fix --
persisted to the checklist as its own lesson: fixing one instance of
"tests shaped like my own assumptions" doesn't fix the habit.
Confidence + degree (moderate weight, DEGREE_WEIGHT=0.15 via log1p so a
mega-hub can't drown out a confident edge between two obscure entities),
per user's decision after weighing options. Both signals were already
extracted per-edge/entity data, unused by this tool despite
surprising_connections ranking by the same confidence_score field two
functions above it.

The one-per-document diversity guarantee is preserved deliberately: the
guaranteed-slot selection (each document's best-ranked edge) and the
leftover fill are ranked independently and never re-sorted together --
doing so would let a document with many high-ranked edges push a
document with exactly one modestly-ranked edge out of the result
entirely.

Two of the three new tests initially passed on both old and new code for
unrelated reasons (insertion-order coincidence; a guarantee that was
never actually at risk from that test's shape) -- caught by checking
each test against a plausible wrong alternative, not just against
pre-fix history. Persisted as its own checklist lesson.
…indings

1. suggest_questions() deduped cross-document concept pairs during the
   raw scan, before ranking existed -- whichever document Kùzu visited
   first won the slot regardless of confidence_score, contradicting the
   function's own docstring. Fixed: score every row first, then dedupe by
   keeping each pair's best-ranked row.

2. _upsert() wrote confidence_score/weight via `e.get(k, default) or
   default` -- 0.0 is falsy in Python, so a genuinely-zero score was
   laundered into 0.5 (or 1.0 for weight) before it was ever persisted.
   This defeated the ranking fix above at the write side; proven by a
   test that failed even after the read-side default was fixed correctly.

3. suggest_questions()' degree count didn't exclude self-loops -- a
   self-referential edge is emitted twice by the undirected scan with the
   same id on both ends, inflating that entity's degree by +2 for zero
   real connectivity.

4. zotero_items_relevance() interpolated item.title with no None-guard,
   unlike item.abstract_note on the same line -- a titleless item scored
   the literal string "None" against KG entity labels.

5. graph_relevance() recompiled every cached label's regex from scratch
   on every call; a caller can invoke it several times per page load
   (one call per item batch). Patterns are now precompiled once per
   _refresh_entity_labels() cycle instead.

Rejected as unverified: a claimed whitespace-run dedup gap in label
matching (doesn't reproduce -- two label variants with different
internal whitespace can't both match the same single occurrence of
text); a claim that docs/diagrams weren't regenerated (verified false,
zero diff, no diagram source references any of the new tool names).

Persisted as new checklist items: ranking added after a filter existed
means every pre-existing filter needs re-auditing for order-dependence;
a falsy-default fix on one side of a field (read) doesn't cover the
other side (write) of the same bug.
Previously each method only degraded on requests.RequestException
(network-level failure) -- a Pydantic ValidationError on model_validate(),
or an AttributeError/TypeError from .get() on a response that parsed as
JSON but wasn't the expected shape, propagated as an unhandled exception
through this client into whatever called it. Fixed consistently across
every method (not just graph_relevance, which is where this was first
flagged and deliberately deferred to be fixed everywhere at once) via a
shared _safe() wrapper, each call site keeping its own already-defined
degrade value.

_get()/_post() also now catch a non-JSON 200 body (json.JSONDecodeError,
a ValueError subclass) -- the HTTP call succeeds but resp.json() itself
fails, the same 'reachable but unusable' class _safe() covers one layer
up.

6 new regression tests, one per distinct degrade shape (list, single
object, bool via .get(), the unreachable-KGStatus default, and
graph_relevance's length-preserving zero-score degrade), plus the
non-JSON-body case at the _get() level. All confirmed red on pre-fix
code.
…coverage gap

_safe()'s except tuple didn't include ValueError, so clear_dead_letters()'s
int(data.get("removed", 0)) still raised uncaught on a non-numeric field
-- the exact bug class that commit existed to close, just missed for one
conversion. graph_relevance() also had no length-mismatch check: every
item in a wrong-length response can validate individually with nothing
raised, silently breaking the positional-correspondence guarantee the
surrounding comment promises.

Separately: suggest_questions was missing from two pre-existing
parametrized tests that exist specifically to catch a broken marker/regex
for every tool (test_new_tools_advertised_in_system_prompt,
test_tool_call_re_matches_new_markers) -- found by grepping the test file
for the marker, not by writing suggest_questions' own tests.
…est race

graph_routes.py's own docstring states every Phase-A Kùzu-backed
capability gets a public route here regardless of whether it also has a
chat ToolSpec -- suggest_questions had a client method, a kg_app.py
internal route, and a ToolSpec, but no public route, making it
unreachable outside the chat loop. Added, matching the existing pattern
exactly (same DEFAULT_TOP_ENTITIES/SUGGEST_QUESTIONS_MAX bound as
/graph/god_nodes and /graph/surprising_connections). Note: read_source
has the same pre-existing gap from an earlier PR, not touched here.

loadZoteroItems() had no request sequencing between overlapping calls
(collection click, debounced search, and now the relevance toggle) --
pre-existing, but the relevance toggle's kg-round-trip path has a
materially different latency than plain /items, making the race
meaningfully more likely to surface a stale/mismatched item list. Fixed
with a last-request-wins sequence counter.

Two findings from this review round rejected: batching graph_relevance
calls sequentially in zotero_routes.py is real but not fixed here --
concurrent HTTP calls would require a broader move off the synchronous
requests library, out of scope for a review-fix pass. Compiling regex
patterns under the lock in _refresh_entity_labels() is correct as-is,
not a bug -- the suggested fix would reintroduce the exact
compute-and-publish-must-be-atomic race the checklist's own item 4
exists to prevent for a background-refreshed cache.
… rename

Same TODO.md line as this branch's docs/ontologia.md -> docs/ontology.md
rename also carried an adjacent dead link -- footnote.md was renamed to
claim.md in an earlier, unrelated PR (the Footnote/FootnoteRelation ->
CitedClaimNode/InferenceNode split), and nothing caught the leftover
reference since it wasn't part of that rename's own scope.

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🟡 Changes recommended

Unresolved issues remain in relevance request handling, question grounding and provenance, and Zotero UI state and display.

Get a fresh assessment by requesting another Copilot review.

Pull request overview

This PR adds suggest_questions, Zotero graph-relevance triage, and related documentation, schema, API, UI, and test updates.

Changes:

  • Adds cached KG question suggestions across REST and chat.
  • Adds relevance scoring, sorting, and badges to Zotero items.
  • Renames ontology documentation and updates stale references and TODO status.
  • Expands coverage for services, routes, clients, schemas, and UI behavior.
File summaries
File Summary
ui/src/routes/+page.svelte Adds Zotero relevance sorting and badges.
TODO.md Marks shipped KG capabilities complete.
tests/unit/services/test_knowledge_graph_service.py Tests service caching and relevance scoring.
tests/unit/services/test_knowledge_graph_client.py Tests KG client methods and resilience.
tests/unit/services/test_kg_queries.py Tests question generation and label queries.
tests/unit/services/test_chat_tools.py Tests chat tool behavior.
tests/unit/server/test_zotero_routes.py Tests the Zotero relevance route.
tests/unit/server/test_kg_app_bounds.py Tests KG request bounds.
tests/unit/server/test_graph_routes.py Tests the public suggestion route.
tests/unit/agents/test_chat_agent.py Updates context-window regression coverage.
schemas/turn-node.schema.json Updates ontology references.
schemas/cited-claim-node.schema.json Updates ontology references.
schemas/chat.schema.json Updates ontology references.
prisma/storage/models/vault_models.py Updates the ontology docstring reference.
prisma/storage/models/kg_models.py Adds suggestion and relevance models.
prisma/services/knowledge_graph_service.py Adds caching and relevance scoring.
prisma/services/knowledge_graph_client.py Adds KG client methods and degradation handling.
prisma/services/kg_queries.py Adds suggestion and entity-label queries.
prisma/services/chat_tools.py Registers and renders suggest_questions.
prisma/server/zotero_routes.py Adds relevance-scored Zotero items.
prisma/server/kg_app.py Adds bounded KG worker endpoints.
prisma/server/graph_routes.py Adds the public suggestion endpoint.
docs/wiki/adr/ADR-017-claim-attribution-and-footnote-model.md Updates ontology references.
docs/ontology.md Renames the ontology document.
docs/concepts/zotero-item.md Documents relevance triage.
docs/concepts/zotero-collection.md Updates ontology references.
docs/concepts/wiki-link.md Updates ontology references.
docs/concepts/transclusion.md Updates ontology references.
docs/concepts/stream.md Updates ontology references.
docs/concepts/source.md Updates ontology references.
docs/concepts/note.md Updates ontology references.
docs/concepts/literature-review-report.md Updates ontology references.
docs/concepts/graph-node.md Updates ontology references.
docs/concepts/claim.md Updates ontology references.
docs/concepts/citation.md Updates ontology references.
docs/concepts/chat.md Updates ontology references.
Review details

Suppressed comments (3)

prisma/server/zotero_routes.py:211

  • get_all_items()/get_collection_items() return the full library/collection, while graph_relevance() has a 2-second timeout. This synchronous loop therefore adds one KG round-trip per 200 items; a large library or an unavailable KG can make one /items/relevance request take ceil(item_count / 200) * 2s before returning. Add a bounded bulk path or fail-fast/cap behavior so a relevance outage does not block the whole Zotero listing.
        for i in range(0, len(texts), kg_queries.GRAPH_RELEVANCE_MAX_TEXTS):
            scores.extend(get_indexer().graph_relevance(texts[i:i + kg_queries.GRAPH_RELEVANCE_MAX_TEXTS]))

prisma/services/chat_tools.py:629

  • The header aggregates all source slugs, but this line does not render each question's grounding_source_file next to its question. With multiple questions from different documents, the model cannot tell which source grounds which follow-up and may attach a later claim or footnote to the wrong document; include the per-question slug in each line (the structured raw mapping is not what the model sees).
        lines = [f"- {q.question}" for q in citable]

prisma/services/chat_tools.py:13

  • This module docstring still says that only search_vault and graph_context are implemented, which contradicts the new sentence immediately below and the retrieval handlers added in this PR. Leaving that stale statement in the module header will mislead maintainers about which tools are available.
Only search_vault and graph_context are implemented for this first
increment — TODO.md's design also sketches expand_node, get_full_text,
god_nodes, surprising_connections, suggest_questions; only get_full_text's
consultation-sub-agent redesign remains deferred, the rest are built.
  • Files reviewed: 35/36 changed files
  • Comments generated: 4
  • Review effort level: Lite

💡 Add a code-review agent skill or configure MCP servers for context-aware, tailored reviews. Learn more in the docs.

Comment thread prisma/services/kg_queries.py
Comment thread ui/src/routes/+page.svelte
Comment thread ui/src/routes/+page.svelte Outdated
Comment thread ui/src/routes/+page.svelte
…red issue

- openStream() bypassed loadZoteroItems() entirely (direct fetch,
  no zoteroRequestSeq participation, ignored zoteroSortByRelevance) --
  opening a stream while relevance-sort was active silently showed
  unsorted, unbadged results, and could race with an in-flight
  loadZoteroItems() call with no coordination. Routed through the
  shared helper instead of duplicating the fetch.
- The relevance match-count badge never rendered for a genuine
  zero-score item (0 is falsy in Svelte's {#if}) -- same falsy-zero
  defect class already fixed twice this session in Python, now caught
  in the UI too. Checked !== undefined instead.
- The relevance toggle button had no aria-pressed, so its active state
  was only conveyed visually.

The 4th finding (a chat-tier-drifted edge's source_file being citable
even after its endpoints' trust_tier relabels non-chat via an id
collision) is real, but it's the same already-known, already-deferred
issue TODO.md tracks as 'KG entity ids aren't directory-unique' --
god_nodes/surprising_connections already share the identical exposure,
suggest_questions just inherits it. Documented the citability angle
there rather than a one-off fix in this one function.

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🔵 Needs a closer look

Suggested questions lose per-question source provenance, and the chat-tools documentation is contradictory.

Review details

Suppressed comments (2)

Previously missed (2) — in code that hasn't changed since the last review.

prisma/services/chat_tools.py:632

  • The model-facing text loses the one-to-one provenance carried by SuggestedQuestion: all slugs are merged into one header while each question line omits its own source. With questions from multiple documents (and especially leftover questions that reuse a document), the model cannot tell which slug grounds a selected question and may attach the wrong footnote. Include the corresponding compound slug on every question line while retaining the aggregate Sources: header.
    prisma/services/chat_tools.py:13
  • The module docstring still says only search_vault and graph_context are implemented, then says the other tools are built. Update the opening sentence so the documentation no longer contradicts the registry immediately below.
  • Files reviewed: 35/36 changed files
  • Comments generated: 0 new
  • Review effort level: Balanced

Chats never reach the knowledge graph at all today (.sess, not
.md/.txt -- KnowledgeGraphService._full_index() only walks
index_extensions), so trust_tier=='chat' never actually occurs on a real
entity/edge. And the KG's trust_tier filter was never what enforced
'chats aren't sources' in the first place -- that's independently
guaranteed by chats' storage format, ChromaIndexer's explicit chats/
exclusion, and RECALL being the one deliberately separate, non-citable
path for chat content. This is a gap in a redundant backup layer for a
rule two other mechanisms already hold, not a threat to the rule
itself. My first write-up of this (previous commit) overstated it as a
live citability leak.
1610 -> 109 lines. TODO.md had become a chronological engineering
journal spanning months -- resolved/historical narrative mixed in with
genuinely open items, most checkboxes already stale by the time this
session started (several already fixed by PRs #104/#105/#106, confirmed
against the actual codebase rather than trusted at face value). Kept
only what's still genuinely pending, verified against current code for
each ambiguous item (chat-tier label, deletion cascade, graphify
migration, streaming, container build, chart wiring, etc.) rather than
assuming the checkbox state was accurate. Also dropped personal/private
details incidental to the historical narrative (nothing left that
belongs in a public repo's backlog).

Cross-references to now-removed TODO.md sections fixed where they made
an active, findable claim (config_reload.py, its test, ADR-004, ADR-008,
ADR-015's header) -- either redirected to the code/ADR that's the real
durable home, or the essential point inlined directly since the pointer
was the only thing carrying it.

Git history has the full removed content if any of it is ever needed
again; docs/logs/ remains the home for investigation-log-shaped writeups,
which is what the user asked TODO.md to stop doing.
ADR-004 (2025-09-14) originally had a code block demonstrating an early,
since-superseded CLI design where stream updates would run as tracked
SQLite jobs (status/results commands checking job state) -- never
actually implemented; streams still run synchronously today, no job
system exists.

The 2026-07-27 'CLI minimized' follow-up section got inserted in the
middle of that original code block, swallowing its opening fence and
heading but leaving the tail two function stubs + the orphaned closing
fence dangling right after the new prose. Removed -- nothing here
described anything that was ever built.
@CServinL
CServinL merged commit a2e168f into main Sep 14, 2026
@CServinL
CServinL deleted the rename-ontologia-doc branch September 14, 2026 04:49
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants