open-notebook/open_notebook/domain/CLAUDE.md
Luis Novo 301dd4e20a
fix: async insight creation to prevent transaction conflicts (#512)
Migrate insight creation to the command system with automatic retry logic
to prevent SurrealDB transaction conflicts during batch imports.

Changes:
- Add create_insight_command with retry logic for transaction conflicts
- Add run_transformation_command for async transformation execution
- Make Source.add_insight() fire-and-forget (returns command_id)
- Update POST /sources/{id}/insights to return 202 Accepted immediately
- Frontend polls command status until complete, then refreshes
- Auto-update notebook page icon when source gains insights
- Add i18n keys for insight generation feedback

Related to #489
2026-01-31 15:51:27 -03:00

105 lines
4.8 KiB
Markdown

# Domain Module
Core data models for notebooks, sources, notes, and settings with async SurrealDB persistence, auto-embedding, and relationship management.
## Purpose
Two base classes support different persistence patterns: **ObjectModel** (mutable records with auto-increment IDs) and **RecordModel** (singleton configuration with fixed IDs).
## Key Components
### base.py
- **ObjectModel**: Base for notebooks, sources, notes
- `save()`: Create/update with auto-embedding for searchable content
- `delete()`: Remove by ID
- `relate(relationship, target_id)`: Create graph relationships (reference, artifact, refers_to)
- `get(id)`: Polymorphic fetch; resolves subclass from ID prefix
- `get_all(order_by)`: Fetch all records from table
- Integrates with ModelManager for automatic embedding
- **RecordModel**: Singleton configuration (ContentSettings, DefaultPrompts)
- Fixed record_id per subclass
- `update()`: Upsert to database
- Lazy DB loading via `_load_from_db()`
### notebook.py
- **Notebook**: Research project container
- `get_sources()`, `get_notes()`, `get_chat_sessions()`: Navigate relationships
- `get_delete_preview()`: Returns counts of notes, exclusive sources, and shared sources that would be affected by deletion
- `delete(delete_exclusive_sources)`: Cascade deletion - always deletes notes, optionally deletes exclusive sources, always unlinks all sources
- **Source**: Content item (file/URL)
- `vectorize()`: Submit async embedding job (returns command_id, fire-and-forget)
- `get_status()`, `get_processing_progress()`: Track job via surreal_commands
- `get_context()`: Returns summary for LLM context
- `add_insight()`: Submit async insight creation via `create_insight_command` (fire-and-forget, returns command_id)
- **Note**: Standalone or linked notes
- `save()`: Submits `embed_note` command after save (fire-and-forget)
- `add_to_notebook()`: Link to notebook
- **SourceInsight, SourceEmbedding**: Derived content models
- **ChatSession**: Conversation container with optional model_override
- **Asset**: File/URL reference helper
- **Search functions**:
- `text_search()`: Full-text keyword search
- `vector_search()`: Semantic search via embeddings (default minimum_score=0.2)
### content_settings.py
- **ContentSettings**: Singleton for processing engines, embedding strategy, file deletion, YouTube languages
### transformation.py
- **Transformation**: Reusable prompts for content transformation
- **DefaultPrompts**: Singleton with transformation instructions
## Important Patterns
- **Async/await**: All DB operations async; always use await
- **Polymorphic get()**: `ObjectModel.get(id)` determines subclass from ID prefix (table:id format)
- **Fire-and-forget embedding**: Models submit embed_* commands after save via `submit_command()` (non-blocking)
- **Nullable fields**: Declare via `nullable_fields` ClassVar to allow None in database
- **Timestamps**: `created` and `updated` auto-managed as ISO strings
- **Fire-and-forget jobs**: `source.vectorize()` returns command_id without waiting
## Key Dependencies
- `surrealdb`: RecordID type for relationships
- `pydantic`: Validation and field_validator decorators
- `open_notebook.database.repository`: CRUD and relationship functions
- `open_notebook.ai.models`: ModelManager for embeddings
- `surreal_commands`: Async job submission (vectorization, insights)
- `loguru`: Logging
## Quirks & Gotchas
- **Polymorphic resolution**: `ObjectModel.get()` fails if subclass not imported (search subclasses list)
- **RecordModel singleton**: __new__ returns existing instance; call `clear_instance()` in tests
- **Source.command field**: Stored as RecordID; auto-parsed from strings via field_validator
- **Text truncation**: `Note.get_context(short)` hardcodes 100-char limit
- **Auto-embedding behavior**:
- `Note.save()` → auto-submits `embed_note` command
- `Source.save()` → does NOT auto-submit (must call `vectorize()` explicitly)
- `Source.add_insight()` → submits `create_insight_command` which handles DB insert + `embed_insight` command (all fire-and-forget)
- **Relationship strings**: Must match SurrealDB schema (reference, artifact, refers_to)
## How to Add New Model
1. Inherit from ObjectModel with table_name ClassVar
2. Define Pydantic fields with validators
3. Override `save()` to submit embedding command if searchable (use `submit_command("embed_*", id)`)
4. Add custom methods for domain logic (get_X, add_to_Y)
5. Implement `_prepare_save_data()` if custom serialization needed
## Usage
```python
notebook = Notebook(name="Research", description="My project")
await notebook.save()
obj = await ObjectModel.get("notebook:123") # Polymorphic fetch
# Search
await text_search("quantum", results=5)
await vector_search("quantum computing", results=10, minimum_score=0.3)
```