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Author SHA1 Message Date
Daniel Han
e8945cab46
Whole-document context for RAG chat attachments (#6693)
* Add whole-document context mode to RAG chat attachments

Thread-attached files are injected in full when they fit a token budget,
instead of only top-K retrieved chunks, so the model reads the entire file
for summarize/reason-over-document requests. Oversized files fall back to
top-K retrieval so the context window is never blown. KB and project
corpora are unchanged (still retrieval).

- core/rag/store.py: all_chunks_for_scope returns every completed-document
  chunk for a scope, ordered document-then-index, joined with filename.
- core/rag/tool.py: whole_document_context renders the chunks as the same
  <chunk> blocks + citation source-map retrieval produces, returns None
  when empty or over budget.
- core/inference/tools.py: build_rag_autoinject tries whole-document first
  for thread scopes, falls through to search_for_autoinject otherwise.
- core/rag/config.py: THREAD_WHOLE_DOC + WHOLE_DOC_MAX_TOKENS (env-tunable).
- tests/test_rag_whole_document.py: store ordering, whole-doc render +
  budget cutoff, auto-inject whole-doc vs top-K fallback, KB never whole-doc.

* Add scanned-PDF OCR fallback to RAG ingestion

A PDF page with no extractable text layer (a scanned or image-only page)
previously ingested as empty, so image PDFs were invisible to retrieval and
whole-document context. Such pages are now rendered and transcribed by the
loaded vision model during ingestion, so they become searchable and readable
like any other page. This restores OCR for the RAG document flow without a
separate extraction pipeline.

- core/rag/parsers.py: render_pdf_pages renders whole pages (1-based) to PNG.
- core/rag/captioner.py: factor the shared vision call into _vision_complete;
  add _ocr_one + ocr_pages (transcribe rendered pages, OCR_MAX_PAGES bound).
- core/rag/ingestion.py: _ocr_scanned_pages runs right after parse, replacing
  text on near-empty PDF pages. No-op when OCR is off, no page is scanned, or
  no vision model is loaded (degrades like figure captioning).
- core/rag/config.py: OCR_SCANNED, OCR_MIN_CHARS, OCR_MAX_PAGES, OCR_DPI,
  OCR_TIMEOUT_S, OCR_MAX_TOKENS (env-tunable).
- tests/test_rag_ocr_fallback.py: page render, ocr_pages gating + cap, scanned
  PDF end-to-end OCR into chunks + whole-doc, born-digital skips OCR, disabled
  leaves the page empty.

* Broaden OCR prompt to figures/tables and guard against repetition runaway

The OCR prompt now asks the vision model to also transcribe text inside figures,
diagrams, charts and tables, so labels and table cells on scanned pages are
indexed rather than skipped. Verified on real documents that this does not
regress plain-text transcription.

Some vision models loop on sparse images (e.g. a title-only cover) and emit the
same line hundreds of times. _collapse_runaway caps any run of identical
consecutive lines so a pathological page cannot flood the index; legitimate
short repeats (a label appearing a few times) survive. Applied in ocr_pages.

* Restrict whole-document injection to thread attachments only

whole_document_context resolved the combined project+thread scope, so a project
chat (the frontend sends both thread_id and project_id) injected the entire
project corpus in full, contradicting the design that project and KB corpora stay
retrieval-only. A large project corpus could also push the total over budget and
drop a small thread attachment back to top-K.

Resolve the thread scope alone in whole_document_context, and in
build_rag_autoinject only enter whole-doc mode when a thread attachment is present
and no KB is selected (a KB pick is exclusive: search that corpus). Project
sources and KBs keep top-K retrieval. Adds regression tests for the mixed
project+thread payload, the budget isolation, and KB precedence.

* Address review: keep project retrieval, harden budget + OCR guards

Follow-up to the 8-reviewer pass on the whole-document + OCR work.

- Preserve project grounding in project chats. The thread-scope-only fix made
  whole-doc exclusive of retrieval, so a thread attachment silently dropped the
  project corpus for that turn. build_rag_autoinject now whole-docs the thread
  attachment AND retrieves the project sources top-K, merged under one citation
  numbering via tool.render_sources. KB selection stays exclusive.
- Budget: a NULL/zero token_count no longer bypasses the cap (length-based
  fallback in _row_token_count), so a malformed huge doc can't inject in full.
- OCR runaway guard: _collapse_runaway now also caps each distinct line at a
  generous total across the page (not just consecutive), bounding the
  interleaved/alternating loops weak models emit; blank-line floods collapse too.
- OCR: warn when a scanned PDF exceeds OCR_MAX_PAGES (pages past the cap stay
  untranscribed) instead of silently dropping them.
- Document the known limits: OCR'd pages have no PDF highlight regions; vision
  models need a micro-batch >= image tokens (Gemma-family) or the server aborts.
- Tests for project-retrieval composition, NULL-token budget, and interleaved
  runaway; drop the now-superseded exclude-project test.

* Add OCR toggle to RAG retrieval settings

Make scanned-PDF OCR user-controllable per upload instead of only via the
RAG_OCR_SCANNED config default. The retrieval settings panel gains an OCR
scanned pages switch (persisted in localStorage, on by default); the chosen
value is read fresh at upload time and sent with each document upload.

Backend: the three upload routes accept an optional ocr form field and pass it
through start_ingestion to _ocr_scanned_pages, which now treats None as use the
config default and an explicit bool as an override. The on/off policy lives only
in _ocr_scanned_pages now, so ocr_pages no longer re-checks the config (that
double gate would have blocked a per-upload ocr=True while the default was off).

Tests cover both override directions (force on while config off, force off while
config on).

* Add "Describe figures & charts" toggle with chart-aware captions

Surface RAG figure captioning as a user control and make it actually useful for
graphs and plots. The figure detection already clustered vector drawings and
raster images into regions and rendered them, but captioning was off by default,
had no UI, and used a thin generic prompt.

Accuracy: the caption prompt now asks for chart type, axis titles and units,
legend or series, salient trends and readable values, and table columns, while
forbidding invented numbers. The token budget is configurable (CAPTION_MAX_TOKENS)
and captions pass through the same runaway guard as OCR so a looping vision model
cannot flood the index.

Control: a per-upload caption override threads from the three upload routes through
start_ingestion and _run, with the on/off policy single-sourced in _run (caption
self-gating removed from caption_images, mirroring the OCR change) so a force-on
override works when the config default is off. The frontend adds a "Describe
figures & charts" switch in the retrieval settings, persisted in localStorage and
sent with each upload. Default on; it is a no-op without a vision model and bounded
to CAPTION_MAX_IMAGES figures per document.

Tests cover the new caption_images contract, the runaway guard on captions, the
chart-aware prompt and token budget (and that OCR keeps its own prompt and budget),
and both override directions end to end through ingestion.

* Generalize figure understanding: transcribe-first prompt + high-DPI tiling

Make figure/chart description work across any visual and any model strength, not
just a strong VLM on simple figures. Two changes, validated by a recall benchmark
on authoritative documents (ResNet/Attention papers, USDA, UN UDHR).

1. Transcribe-first caption prompt. The caption now asks the model to transcribe
   every visible label verbatim (titles, axis labels and units, legends, every
   box/node/arrow label, table cells, equations) and then add a one-line summary,
   instead of only describing the figure. Transcription is the most model-robust
   visual task, so weak models that cannot reason about a chart still recover its
   labels.

2. High-DPI tiling of figure pages. Figure-bearing pages are rendered as an
   overlapping grid of high-DPI tiles (plus a full-page pass for context); each
   tile is transcribed, then merged and de-duplicated. This keeps small diagram
   labels legible and covers every sub-figure without relying on exact region
   detection, which previously missed sub-figures and small labels.

Supporting changes: figure render DPI 130 -> 200 with a clip margin so edge labels
are not lost; vision calls are deterministic (temperature 0) so transcription does
not randomly drop labels; the repetition guard now applies to captions too. New
config knobs: FIGURE_DPI, FIGURE_MARGIN_FRAC, FIGURE_TILE_ROWS/COLS, FIGURE_TILE_
OVERLAP, FIGURE_FULLPAGE, CAPTION_MAX_PAGES, larger CAPTION_MAX_TOKENS, and
CAPTION_MAX_IMAGES as a per-document tile budget.

Measured figure context recall (per-label, dense academic figures):
  Qwen2.5-VL: 0.50 -> 0.83 (overall 0.81 -> 0.94)
  Gemma-4-E2B (weak): ~0 with loops -> 0.83 (overall 0.91)
Born-digital text and scanned-page recall are unchanged (no regression).

parsers gains _figure_boxes (shared detection), pages_with_figures, and
render_pdf_figure_tiles; captioner gains merge_page_captions and a temperature
parameter; ingestion routes figure captioning through the tiled path.

* Fix RAG review issues: whole-doc budget pre-check, figure gating, empty re-ingest, vision auth

Whole-document context now runs a cheap token-sum pre-check (store.scope_token_estimate)
before hydrating every chunk's text, so an attachment that cannot fit the budget is
rejected without loading the whole corpus into memory. The estimate mirrors
all_chunks_for_scope's filter and the per-row token-count fallback exactly.

Ingestion skips all figure work (PDF rasterization and detection, not just the caption
call) unless a vision model is loaded, so a text-only deployment pays nothing. When OCR
is enabled, scanned/image-only pages are excluded from figure tiling since OCR already
transcribes them whole, avoiding double vision work and overlapping index entries; a
scanned figure page is still tiled when OCR is off.

start_ingestion no longer dedupes forever to a prior ingest that produced zero chunks
(e.g. a scanned PDF uploaded before a vision model was loaded): the empty record is
dropped and the content is re-ingested.

Vision OCR and caption requests now send the backend Authorization header, so they
match the chat endpoint and do not 401 under direct-stream (--api-key) mode.

Adds tests for the budget estimate, scanned-page exclusion, the vision-model gate, the
empty re-ingest path, and the auth-header passthrough.

* Trim RAG vision-ingestion comments and docstrings

Tighten the verbose multi-line docstrings and comments added across the RAG vision
ingestion work (captioner, config, parsers, ingestion, store, tool, build_rag_autoinject,
the RAG tests, and the chat-store/upload-hook frontend toggles) to one or two lines while
keeping their intent. No code changed: verified comment/docstring-only against the prior
commit, and the RAG test suite still passes.

* Fix figure-tiling exclusion and client dedupe for re-ingestable docs

Figure tiling now excludes only the pages OCR actually transcribed, not every
text-less page. _ocr_scanned_pages returns the set of pages it OCR'd, and _run passes
that to pages_with_figures as exclude_pages (replacing the ocr_on-keyed min_text_chars
heuristic). A scanned page that OCR skipped (past OCR_MAX_PAGES, or whose OCR returned
empty) is no longer dropped from captioning, so a chart on such a page still gets a
caption.

The document panel's upload dedupe no longer skips re-selecting a file whose only
matching doc completed with zero chunks. Such a doc is re-ingestable (e.g. a scan
attached before a vision model loaded), and the backend re-ingests on the same content
hash, so the client must let it reach the backend; healthy or still-indexing docs are
still skipped. The SSE complete frame's chunk count is recorded on the doc so the
check is exact.

Adds a regression test for the un-OCR'd scanned figure page and updates the
pages_with_figures test to the exclude_pages interface.

* Address review findings: whole-doc budget guard, job numChunks, dead code, upload cap

whole_document_context now treats a non-positive max_tokens as "never inject" instead
of injecting the whole corpus unbounded, so RAG_WHOLE_DOC_MAX_TOKENS=0 tightens rather
than disables the budget (the real off switch stays RAG_THREAD_WHOLE_DOC=0).

The job-status endpoint and get_job_status now expose num_chunks (joined from the
document), and the upload hook threads it through the SSE-fallback completion paths
(reconcile + poll). Previously a document that finished via the connection-cap fallback
had no chunk count client-side, so the re-ingest dedupe wrongly treated it as empty and
re-uploaded it. IndexJob/JobEvent gain the field and the untyped cast is dropped.

Removes the dead render_pdf_figures function (superseded by the tiling path), its test,
and the unused FIGURE_MARGIN_FRAC config knob.

Adds an upload size cap (RAG_MAX_UPLOAD_BYTES, default 200 MB; 413 on exceed with the
partial file cleaned up) so a pathological file can't drive unbounded parse + vision
work. render_pdf_figure_tiles clamps rows/cols to >= 1 (no ZeroDivisionError on a
misconfigured grid). Captioning progress is reported after OCR so the bar is monotonic.
sqlite connections set busy_timeout=5000 so a long figure/scan ingest holding its
connection doesn't make a concurrent ingest/read fail with "database is locked".

Adds tests for the non-positive budget, the zero-grid clamp, job-status num_chunks, and
the oversize-upload rejection.

* Extract PDF text as layout-aware Markdown via pymupdf4llm

parsers._pdf now extracts each PDF page as Markdown with pymupdf4llm.to_markdown
(page_chunks=True) instead of flat page.get_text("text"), so tables, headings and lists
keep their structure in the indexed chunks and retrieve far better (a table's cells stay
associated with their row instead of flattening into a token stream). Gated by
RAG_PDF_MARKDOWN (default on); falls back to plain PyMuPDF text when the toggle is off,
pymupdf4llm is missing, extraction fails, or a page yields no Markdown. The scanned-page
OCR and figure-tiling passes operate on rendered pixels and are unaffected; docx/html/txt
keep their existing extractors.

The preview-highlight locator already strips Markdown punctuation when building anchors;
it now also splits anchor tokens on pipes so a Markdown table row still anchors to the
raw PDF word stream.

Declares pymupdf4llm as a studio/RAG dependency (was only transitively present via the
data-designer plugin). Adds parser tests (Markdown table reaches the page text, the
plain-text fallback, the missing-lib fallback) and a locator test for table-pipe anchoring.

* Pin pymupdf4llm to 0.3.4 so the package scan does not pull onnxruntime

The lockstep pymupdf4llm 1.27.x line makes pymupdf-layout a hard dependency,
which in turn pulls onnxruntime (plus numpy/networkx/protobuf). The security-audit
pip scan-packages job resolves requirements --with-deps, so adding pymupdf4llm to
no-torch-runtime.txt and studio.txt surfaced onnxruntime's un-baselined CRITICAL
finding and flipped the hf-stack shard from pass to fail.

pymupdf4llm 0.3.x keeps pymupdf-layout behind an optional [layout] extra, so a plain
install resolves to pymupdf + tabulate only and never touches onnxruntime. 0.3.4
requires pymupdf>=1.27.1, satisfied by our pinned pymupdf==1.27.2.3, and to_markdown
(page_chunks=True) produces equivalent layout-aware Markdown on real PDFs (verified on
the Attention, ResNet and USDA documents). Production already installs these files
--no-deps, so onnxruntime was never shipped at runtime; this only fixes the scanner.

The parser test now asserts Markdown markup (heading or table pipes) rather than table
pipes specifically, since 0.3.4 emits a heading but not a pipe table on the tiny
borderless synthetic fixture; both markers are absent from the plain-text fallback.

* Fix RAG whole-doc review findings

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* Address RAG whole-doc review follow-ups

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* Address RAG review follow-up edge cases

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* Reserve image budget for whole-document RAG

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---------

Co-authored-by: danielhanchen <michaelhan2050@gmail.com>
Co-authored-by: Lee Jackson <130007945+Imagineer99@users.noreply.github.com>
Co-authored-by: wasimysaid <wasimysdev@gmail.com>
Co-authored-by: pre-commit-ci[bot] <66853113+pre-commit-ci[bot]@users.noreply.github.com>
2026-06-30 15:55:23 +02:00
Daniel Han
2ef394137a
Studio: harden background consumer loops and streaming paths against silent UI freezes (#6653)
* Studio: harden the data-recipe and inference consumer loops against pump death

Follow-up to #6643. The same single-unsupervised-consumer pattern the training
pump had lives in two sibling loops, with the same failure mode: one bad event
kills the only thread that updates the in-memory state every UI surface reads,
while the worker subprocess keeps running.

- data_recipe JobManager._pump_loop: a malformed worker log line that makes
  parse_log_message raise no longer kills the pump. Guard _handle_event, the
  queue read, and the worker-exit finalize, and broaden _drain_queue so a drain
  error still finalizes the job instead of leaving it wedged "active" (which also
  leaked the workflow-scoped API key until its 24h expiry).
- inference InferenceOrchestrator._dispatcher_loop: guard the routing body so a
  malformed response or a mailbox put error can't kill the dispatcher and hang
  every in-flight generation (callers key liveness on the subprocess, not on
  this thread).

Adds regression tests for both.

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* Studio: extend consumer-loop hardening to RAG, hub, auth, and stream-reader paths

Continuation of the data-recipe and inference pump hardening: the same
"background producer updates in-memory state that a single unsupervised
consumer surfaces to the UI" pattern shows up in several more Studio paths,
each able to silently freeze a UI surface while the worker keeps running.

RAG ingestion SSE (core/rag/ingestion.py):
- job_events polled the queue with a blocking get and never noticed client
  disconnect or a dead worker, so a closed tab or a producer that died
  without emitting a terminal event left the stream hanging. It now polls
  with a timeout, emits heartbeats, ends on terminal job status, caps idle
  time, and always pops the job registry in finally.
- Added _reap_finished_jobs() and call it from start_ingestion so finished
  job state does not accumulate.

Startup reconcile (storage/rag_db.py, main.py):
- reconcile_orphaned_ingestion_jobs() marks ingestion jobs (and their
  documents) that were left non-terminal by a previous crash as failed, so
  the UI does not show jobs stuck "running" forever after a restart. Wired
  in at startup next to cleanup_orphaned_runs().

Hub download watcher (hub/services/download_lifecycle.py):
- _watch() could leave a job pinned "running" if finalize raised. Body is
  now guarded: on failure it logs and sets the job to error, and always
  invalidates the hf cache scan in finally.

External provider stream (core/inference/external_provider.py):
- read timeout was None (no stall ceiling); set to 300s so a wedged
  upstream surfaces as an error instead of an indefinitely hung stream.

Auth store (auth/storage.py):
- Enable WAL + busy_timeout on the auth DB so token validation (read on
  every request) and login writes stop serialising on the rollback journal.
  Matches studio_db / rag_db / providers_db.

Login rate limiter (routes/auth.py):
- _LOGIN_IP_BUCKETS could grow unbounded under spoofed-IP traffic; cap it
  and prune stale buckets, mirroring the per-account bucket handling.

Training progress SSE (routes/training.py):
- Break promptly on client disconnect instead of waiting for the next
  yield to fail on a closed socket, matching the export / data-recipe SSE
  routes.

llama-server stdout drain (core/inference/llama_cpp.py):
- Broaden the drain guard so an unexpected decode/read error logs at debug
  and stops the drainer cleanly instead of escaping the thread.

Frontend stream readers (chat-api.ts, rag-api.ts):
- Wrap the SSE read loops in try/finally + reader.cancel() so early return
  ([DONE]), thrown errors, and consumer aborts release the reader lock
  instead of holding it until GC.

Tests:
- test_training_progress_stream_nan: fake request now implements the async
  is_disconnected() the route polls, matching the other SSE route fakes.

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* Studio: address Codex review feedback on the consumer-loop hardening

Four follow-ups from the automated review, all on code this PR introduced:

- Data-recipe pump (manager.py): a queue read that keeps raising an error
  outside the read's narrow catch set (e.g. a broken queue pipe after the
  child died) hit the `continue` guard and skipped the dead-worker finalize
  below, spinning forever and leaving the job wedged "active" with its
  workflow key unretired. On a read failure, fall through to finalize when
  the worker is no longer alive. Added a regression test.

- RAG ingestion SSE (ingestion.py): the 5-minute idle cap could end the
  stream while the job was still pending/running (a large document spends
  minutes in embedding/storing with no per-batch progress event). The route
  then sends [DONE], and the client treats a no-terminal-frame end as
  completion, marking the document indexed mid-ingestion. Drop the idle cap:
  while the worker is alive and non-terminal we keep heartbeating; the stream
  ends only on terminal DB status, the None sentinel, or client disconnect.

- Login rate limiter (auth.py): the per-IP path pruned but then added the
  new IP unconditionally, so a spoofed-source-IP spray kept _LOGIN_IP_BUCKETS
  unbounded and made every new IP pay a full-dict prune scan. Gate the add on
  the cap, mirroring the account path.

- Hub download watcher (download_lifecycle.py): if finalize raised before it
  reaped (proc.wait) and dropped the worker (e.g. an I/O error draining
  stderr), the crash path published a terminal state while the live Popen
  stayed registered and kept writing the cache, and the terminal set_job let
  claim() admit a retry on the same repo. Terminate + drop the worker before
  setting the terminal state.

* Studio: keep login throttling working when the per-IP bucket dict saturates

Review follow-up. The previous cap fix skipped creating a bucket for a new IP
once _LOGIN_IP_BUCKETS was full, returning ip_fails=0. Under a sustained spray
that also fills the account dict, every failure from such an IP then looked
first-seen and _login_blocked had no bucket to enforce, so the cap effectively
disabled throttling once saturated.

Bound the dict with a FIFO eviction instead: if the IP is new and the dict is
full, reclaim expired buckets (rate-limited so a burst of distinct IPs can't
make each failure an O(n) sweep) and, if still full, evict the oldest-inserted
IP. The new IP always gets a real bucket, so a saturating (e.g. spoofed
X-Forwarded-For) spray stays throttled while memory stays bounded. Added a
regression test that saturates the dict and asserts a later IP is still blocked.

* Studio: address Codex review (RAG queue lifecycle, stream error, orphan chunks)

Three follow-ups on the Phase 6 changes:

- RAG ingestion SSE (ingestion.py): job_events removed the per-job queue in its
  finally on ANY exit, including an early client disconnect while the worker is
  still running. That dropped the worker's later events (the queue is the only
  one _emit writes to) and made a reconnect find no queue and receive only
  [DONE], which the client treats as completion. Only drop the queue on a
  terminal exit (None sentinel / terminal DB status); leftover terminal queues
  are still swept by _reap_finished_jobs. Added queue-lifecycle tests.

- External provider stream (routes/inference.py): once the 300s read timeout can
  fire, the stream's except path failed the monitor but ended without an error
  frame or [DONE], so the chat client saw a bare EOF and saved the timed-out
  answer as a successful partial with no error. Emit an SSE error frame (and
  [DONE]) on stream failure so the client surfaces it.

- RAG startup reconcile (storage/rag_db.py): marking a half-ingested document
  failed left its chunks/fts/vec rows intact, and retrieval filters by scope not
  status, so a failed document could still be retrieved and cited. Purge the
  document's chunks when reconciling it to failed (the doc row stays for
  re-ingest).

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* Studio: release the remaining SSE stream readers (training, data-recipe, export)

reviewer.py follow-up. The chat and RAG SSE readers were wrapped in
try/finally + reader.cancel(), but the other three readers built on the same
response.body.getReader() pattern were left without it: streamTrainingProgress,
streamRecipeJobEvents, and streamExportLogs leak the ReadableStreamDefaultReader
lock (held until GC) when the consumer aborts, returns early, or a parse/callback
throws. Wrap each in try/finally + reader.cancel() (export already had a
try/catch, so it only needed the finally). All five frontend SSE readers now
release the reader symmetrically.

* Tighten resilience comments and docstrings

Condense the verbose explanatory comments and internal-helper docstrings added
in this branch to shorter, clearer forms. Comment/whitespace only; verified no
code changed via AST diff. No behaviour change.

* Studio: keep chunks for completed docs during ingestion reconcile

Startup reconciliation flips orphaned (non-terminal) ingestion jobs to failed and
purges the document's chunks so a failed source can't be retrieved. But it dropped
the chunks unconditionally, so a document the worker had already committed as
'completed' before the crash (only its job row left non-terminal) lost every chunk
while still reporting 'completed'. That leaves an empty source that retrieval can't
return and dedup (status != 'failed') blocks from re-ingest.

Only purge chunks when the document UPDATE actually transitions it to failed; an
already-completed document keeps its chunks. Adds reconcile regression tests for
both the completed-doc and genuine in-flight-orphan cases.

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* Studio: drop a finished RAG job's queue when the client disconnects

job_events kept the per-job queue until it consumed the None sentinel, so a UI
that stops on the terminal event (its reader.cancel aborts the stream before
[DONE]) left the queue registered until the next _reap_finished_jobs sweep; a
batch of uploads followed by idling retained them all.

_run writes the terminal DB status before emitting the terminal event, so on
generator exit, drop the queue when the job's DB row is already terminal (worker
done, nothing to resume) and keep it only while the worker is still running. Adds
a disconnect-after-terminal-event regression test.

* Remove stray async task output files committed by mistake

* Studio: harden login IP throttle and end progress stream on disconnect

Two Codex review items:

Login per-IP throttle: when the per-IP bucket dict saturated, FIFO eviction could
drop a still-hot (blocked) bucket, so an IP could flood the dict with distinct
(or spoofed) source IPs to push out its own bucket and retry as first-seen. Stop
evicting hot buckets; a new IP that can't fit now shares a bounded overflow
counter that still trips the per-IP threshold, so a saturating spray stays
throttled and no live counter is reset.

Progress SSE: on client disconnect the polling loop only broke and fell through
to the unconditional final 'complete' frame, so a buffered or proxying consumer
could read a still-active run as completed. Return from the generator instead.

Adds regression tests for both (spray cannot reset a hot bucket; disconnect while
active emits no complete frame).

* Studio: shard the login overflow counter and stop cancelling chat stream after [DONE]

Two Codex review items:

Login throttle overflow: the single shared overflow counter meant that once a
saturating spray pushed it past the per-IP threshold, _login_blocked returned 429
for every new unbucketed source IP, before credentials were checked -- a global
login denial. Shard the overflow into a fixed array of counters keyed by hash(ip),
so a hot shard only throttles the IPs that map to it while a single source's
repeated failures still concentrate in one shard and stay throttled. Memory stays
bounded and no live bucket is evicted. Adds a regression test that a hot overflow
shard does not block an unrelated IP.

Chat stream: the reader.cancel() in the SSE finally fired even after a natural
[DONE]/EOF. The backend finalizes its api-monitor entry right after yielding the
sentinel (the local pass-through finishes after the last yield), so a client
cancel there can be observed as a disconnect and mark a completed request as
cancelled. Track natural completion and only cancel on an early/abnormal exit.
(No frontend unit test: the Studio frontend has no test harness.)

* [pre-commit.ci] auto fixes from pre-commit.com hooks

for more information, see https://pre-commit.ci

* Studio: give prep-timeout test fakes an is_disconnected method

The progress stream now ends on client disconnect (await request.is_disconnected()
before falling through to the terminal frame). After merging that into the
prep-timeout tests added later on main, their _FakeRequest/_ReconnectRequest must
provide is_disconnected or the generator raises AttributeError under CI.

* Studio: keep the login overflow throttle when bucket capacity frees up

_login_blocked only consulted the per-IP overflow shard while the bucket dict was
still at capacity. If a slot freed before the 60s window expired (e.g. another
IP's successful login calls _clear_login_bucket), a source counted in a hot shard
stopped being blocked and its next failure got a fresh per-IP bucket, resetting
the throttle the overflow path exists to preserve. Always max in the IP's shard
(shards are empty outside saturation, so it is a no-op in the common case). Adds a
regression test that a hot source stays throttled after a bucket frees.

* Studio: clear a login IP's overflow throttle on successful login

_clear_login_bucket reset the per-IP and per-account buckets on a successful
login but not the overflow shard, so after the dict saturated and an IP was
counted in overflow, a later successful login left those entries behind and the
next failed attempt could immediately return 429.

Store overflow entries as (timestamp, ip) so a source is throttled by its own
count within the shard (also removing cross-IP collateral within a shard), and
drop just that IP's entries in _clear_login_bucket. Adds a regression test that a
successful login clears the overflow throttle.

* Studio: bound the login overflow shard memory under high-cardinality spray

The per-IP overflow tracked failures in a time-pruned deque of (timestamp, ip)
tuples, so a spoofed-X-Forwarded-For spray of distinct one-off IPs grew memory and
the per-check scan with request cardinality for the whole window -- undermining
the bucket cap that exists to bound memory. Replace each shard with a fixed-
capacity dict (ip -> [count, window_start]): O(1) lookups, and when a shard is
full a one-off IP evicts the lowest-count entry (Space-Saving) so memory is hard-
bounded while a persistent attacker keeps a high count and is never evicted. Adds
a regression test that shards stay within the per-shard cap under a 5000-IP spray.

* Studio: purge chunks for already-failed docs during ingestion reconcile

The reconcile chunk-purge was gated on the documents UPDATE actually flipping a
non-terminal doc to failed. A doc the worker had already marked 'failed' before
the crash (job row left non-terminal) was not re-flipped, so its committed chunks
were kept and stayed retrievable/citable, since retrieval filters by scope not
status. Purge chunks whenever the document is not 'completed' (failed, in-flight,
or gone), preserving the completed-doc carve-out. Adds a regression test.

* [pre-commit.ci] auto fixes from pre-commit.com hooks

for more information, see https://pre-commit.ci

* Studio: don't inherit an evicted IP's count onto a new overflow source

When a full overflow shard evicted the lowest-count entry, the new source
inherited that count (Space-Saving base + 1). If a shard was saturated with hot
entries, an unrelated new IP could land at/over the threshold and be 429'd after a
single attempt -- cross-IP collateral despite the per-source-isolation intent.
New entries now start clean at count 1; the only cost is that a heavy hitter that
is the lowest-count entry in a fully saturated shard can briefly reset, which is
preferable to blocking a bystander. Adds a regression test.

* [pre-commit.ci] auto fixes from pre-commit.com hooks

for more information, see https://pre-commit.ci

* Studio: carry overflow failures into a new IP bucket on transition

_login_blocked took max(per-IP bucket, overflow shard) rather than combining them,
so a source could log (threshold-1) failures in overflow during saturation and,
once a bucket slot freed, another (threshold-1) in a fresh bucket within the same
window -- roughly doubling the per-IP limit. When a saturated-era IP first gets a
real bucket, migrate its windowed overflow count into that bucket (and drop the
overflow entry) so the combined failures throttle at the intended limit. Adds a
regression test.

* Studio: reconcile a completed doc's orphaned job to completed, not failed

When a crash left an ingestion job non-terminal after its document was already
committed as completed, reconcile marked the job failed. After restart the upload
UI has no in-memory SSE queue and falls back to getJob(), which treats a failed
job as an indexing failure and removes/toasts a document that is actually
searchable. Mark the job completed (keeping its chunks) when its document is
completed. Extends the completed-doc reconcile test to assert the job status.

* Studio: clamp the overflow failure count migrated into a login bucket

A saturated source could accrue an unbounded overflow count, then materialize
one deque entry per recorded failure when a bucket slot freed, allocating an
arbitrarily large deque under the login lock. Only at-or-above the per-IP
threshold matters for blocking, so cap the count there at the record and take
sites; the migration is now bounded without weakening the limit.

* Studio: keep the RAG job stream alive on a transient status read

The heartbeat poll read the job row unguarded; a momentarily-locked DB would
raise out of job_events, which the SSE route turns into a terminal error frame,
and the UI drops a document whose worker is still running. Treat a failed status
read as non-terminal: heartbeat and retry, and keep the queue so a reconnect can
resume.

* Studio: set busy_timeout before journal_mode on the auth DB

Switching journal_mode needs a lock, so if a refresh-token write already holds
one, journal_mode=WAL raises SQLITE_BUSY and the shared try leaves the
connection on SQLite's default zero lock wait. Set busy_timeout first so the
switch waits instead of failing.

* [pre-commit.ci] auto fixes from pre-commit.com hooks

for more information, see https://pre-commit.ci

---------

Co-authored-by: pre-commit-ci[bot] <66853113+pre-commit-ci[bot]@users.noreply.github.com>
2026-06-26 03:31:33 -07:00
Daniel Han
935f6c50ef
studio: tighten torchao Windows-ROCm comments and test docstrings (#6610) 2026-06-23 05:49:25 -07:00
Daniel Han
55c392ff7c
studio: fix sentence-transformers RAG embedder on Windows ROCm (torchao) (#6608)
torchao has no working Windows ROCm build. transformers.quantizers imports it,
and it loads torch's c10d distributed backend at module level, which the AMD
Windows wheels omit (no RCCL). The import aborts, transformers can no longer
expose PreTrainedModel, and the sentence-transformers embedder silently falls
back to the llama-server GGUF embedder. Linux ROCm and NVIDIA are unaffected
(the c10d ops are present / torchao is real there).

The training and export workers already install the shared torchao stub before
importing transformers, but the RAG embedder runs in the main backend process,
which never did. Two fixes, both no-ops off Windows ROCm:

- embeddings.py: install_torchao_windows_rocm_stub() before the first
  sentence-transformers import, so an already-installed torchao is neutralized
  (fixes existing venvs).
- install_python_stack.py: stop installing torchao on Windows ROCm; it can only
  crash on import there, so new venvs never ship it.

Add tests covering the embedder stub call and the install skip.
2026-06-23 05:39:02 -07:00
Daniel Han
8e0d082c92
Reap Studio child processes when the parent dies abnormally (#6425)
* Reap Studio child processes when the parent dies abnormally

Standalone `unsloth studio` launches orphaned cloudflared and llama-server when
the parent exited without running the cooperative shutdown path (terminal-window
close, Task Manager End Task, SIGKILL): the children reparented to init and kept
running, leaving an authenticated Cloudflare tunnel up for days.

Add utils/process_lifetime.py: a parent-owned Windows Job Object
(JOB_OBJECT_LIMIT_KILL_ON_JOB_CLOSE, children auto-inherit) plus Linux
PR_SET_PDEATHSIG, behind a best-effort helper that mirrors the desktop app's
windows_job.rs. initialize_parent_lifetime() runs at the top of run_server;
long-lived spawns (cloudflared, llama-server, RAG embedder, llama.cpp updater)
get the PDEATHSIG preexec, multiprocessing workers are adopted into the job, and
_graceful_shutdown plus atexit gain a terminate_all() backstop sweep. The
cooperative shutdown path is otherwise unchanged.

Verified on Linux: killing the parent now reaps cloudflared and llama-server
within ~2s instead of orphaning them.

* [pre-commit.ci] auto fixes from pre-commit.com hooks

for more information, see https://pre-commit.ci

* test: add real Windows kill-on-job-close integration test

Spawn a parent that installs the job and a child that inherits it, terminate
the parent, and assert the child is reaped. Skipped off Windows. Also make the
liveness probe Windows-safe (os.kill(pid, 0) terminates on Windows).

* Fix Win64 handle truncation in the Job Object calls

Set explicit argtypes so the 64-bit job/process handles are not marshaled as
c_int (which truncated them on Win64, failing AssignProcessToJobObject). Assert
install success in the Windows integration test.

* Bind multiprocessing workers to parent death; harden the sweep

Review follow-ups:
- Multiprocessing workers (inference/export/training/data-recipe/Xet) cannot be
  given a preexec_fn by the parent, so adopt_pid alone left them orphanable on a
  Linux SIGKILL. They now bind themselves with PR_SET_PDEATHSIG at startup via
  bind_current_process_to_parent_lifetime(), wired into the shared
  run_without_native_path_secret entrypoint and the Xet child entry.
- Wire the previously-missed data-recipe worker through adopt_pid.
- terminate_all now honors its timeout: SIGTERM, wait, then SIGKILL the
  survivors, so cooperative children can exit cleanly.
- Track adopted pids with a /proc starttime identity and add forget_pid, so the
  shutdown sweep never signals a recycled pid.

* [pre-commit.ci] auto fixes from pre-commit.com hooks

for more information, see https://pre-commit.ci

---------

Co-authored-by: Michael Han <michaelhan2050@gmail.com>
Co-authored-by: pre-commit-ci[bot] <66853113+pre-commit-ci[bot]@users.noreply.github.com>
2026-06-18 05:51:22 -07:00
Michael Han
99704ffe47
Studio: project sources backed by RAG (#6205)
* Studio: make project sources work with RAG and polish project UI

Projects had a disabled Sources tab with an Add sources placeholder.
This wires it up end to end on top of the RAG engine:

- Add a project scope to the RAG store, ingestion and retrieval
- New endpoints: POST/GET /api/rag/projects/{id}/documents
- search_knowledge_base resolves kb, project and thread scopes; an
  explicit KB stays exclusive, project and thread scopes combine
- Multi-scope search: FTS uses scope IN (...), vec0 KNN runs per
  scope and merges by cosine score
- Lazy ALTER TABLE adds documents.project_id on existing databases
- Deleting a project also removes its indexed sources
- Sources tab now uploads with progress chips and drag and drop
- Chats inside a project auto-enable retrieval over project sources
  when the project has indexed documents (cached probe, no Docs pill
  needed); external providers still never receive rag_scope

UI polish:
- Rounder project cards with folder icon chip and softer shadow
- Project header icon in a rounded chip
- Chats/Sources pills and Add sources button without borders

* [pre-commit.ci] auto fixes from pre-commit.com hooks

for more information, see https://pre-commit.ci

* Studio: match Add sources button shadow to the chat composer in light mode

* Studio: round project switcher hover pill and pad the folder icon

* Studio: remove border from project sources box

* Studio: grey hover on project cards and menu, move search into header, widen page spacing

* Studio: shorten sources copy, white header pills with composer shadow, fixed-width search, hub-size page headings

* Studio: align project landing blocks to the composer width

* Studio: restore muted background and flat look on projects header controls

* Studio: darker grey hover on project cards in light mode

* Studio: soften project card hover grey

* Studio: keep project card menu button visible while its menu is open

* Studio: drop focus outlines and rings on buttons and clickable icons, keep input focus styles

* Studio: address review feedback on project sources

- Remove uploaded files from disk when a project is deleted, confined
  to the uploads root
- 404 project uploads when the project does not exist, matching the KB
  endpoint
- Guard lexical search against an empty scope list
- Re-invalidate the project sources probe after uploads and removals
  settle so a chat sent mid-upload cannot cache a stale negative
- Keep keyboard focus rings: only mouse focus drops the Tailwind ring,
  the browser default outline stays removed

* Studio: add a green New badge to the project Sources tab

* Studio: unify New pills, fully round with soft emerald fill and no border

* Studio: a touch more vertical padding on New pills

* Fix project RAG source edge cases for PR #6205

* Fix duplicate RAG upload cleanup for PR #6205

* [pre-commit.ci] auto fixes from pre-commit.com hooks

for more information, see https://pre-commit.ci

* [pre-commit.ci] auto fixes from pre-commit.com hooks

for more information, see https://pre-commit.ci

---------

Co-authored-by: pre-commit-ci[bot] <66853113+pre-commit-ci[bot]@users.noreply.github.com>
Co-authored-by: Lee Jackson <130007945+Imagineer99@users.noreply.github.com>
Co-authored-by: wasimysaid <wasimysdev@gmail.com>
2026-06-12 15:42:51 +02:00
Daniel Han
8848a310df
Studio: clean-room compact RAG (knowledge bases, hybrid search, fast indexing) (#5910)
Adds a self-contained RAG stack to Studio: knowledge bases with chunked indexing, hybrid (dense + lexical) retrieval, and an automatic first-pass context inject into chat. Embeddings run through a local llama-server GGUF backend (default unsloth/bge-small-en-v1.5-GGUF) with a sentence-transformers fallback. The chat tool loop gains a search_knowledge_base tool, a per-turn re-search cap, and source citation, layered on top of the shared ToolLoopController.
2026-06-09 21:17:04 -07:00