Commit graph

5,424 commits

Author SHA1 Message Date
Roland Tannous
e48d836ffc Studio: default RAG source to thread documents in sidepanel 2026-05-26 12:11:38 +04:00
Roland Tannous
7b3a13fea4 Studio: address gemini-code-assist PR review
Four valid review comments from gemini-code-assist[bot] on #5759:

1. core/rag/bm25.py:_load — wrap bm25s.BM25.load + json.loads with
   specific exception handlers (FileNotFoundError, OSError,
   JSONDecodeError, ValueError) and log a warning instead of
   propagating a 500. Corrupt/partial bm25 dirs now degrade to
   empty-search rather than crashing the request.

2. core/rag/tool.py was importing _resolve_scope_embedder from
   routes/rag.py — a layering violation (core depending on
   routes). Move the resolver into a new core/rag/scope.py module
   along with the chat-settings key constants; routes/rag.py
   now re-imports it under the same name. Same behaviour, no
   cycle, one source of truth for the resolution logic.

3. core/rag/bm25.py:rebuild_index — call delete_scope before saving
   the new index so stale files from a previous build (or a
   bm25s naming change) never coexist with current files. The
   library's save() doesn't unlink files it doesn't write.

4. routes/rag.py:_save_upload was running f.write() synchronously
   inside an async def. Switch to anyio.open_file() so each chunk
   write runs in a worker thread instead of blocking the event
   loop on multi-MB uploads. Cleanup unlink happens after the
   async-with closes the handle so Windows is happy.

Skipped one (vector_store.py:133 'hasattr query_points' redundancy)
— that comment was on the pre-rewrite Qdrant code; the file is
now sqlite-vec backed and the hasattr check is gone.
2026-05-25 16:43:39 +04:00
Roland Tannous
005234c953 Studio: route RAG parent-process loggers through structlog
core/rag/db.py, vector_store.py, tool.py, bm25.py, and reranker.py
all run only in the FastAPI parent process. Switch their loggers
from Python stdlib to studio's structlog get_logger so their output
shows up in the same JSON stream as the rest of the backend (the
request_completed / RAG search lines).

embeddings.py and ingestion.py stay on stdlib because they execute
inside the mp.spawn ingestion subprocess, which doesn't inherit the
parent's structlog configuration.
2026-05-25 15:25:11 +04:00
Roland Tannous
2093fb1608 Studio: swap RAG vector store from Qdrant to sqlite-vec
asg017/sqlite-vec is Apache-2.0 and OSI-approved. Replaces
qdrant-client (~30 MB) with a small SQLite extension loaded into a
dedicated rag.db file. Single file holds RAG vectors; bm25s indexes
and chat-side studio.db are unaffected.

- New core/rag/db.py owns the rag.db connection and sqlite-vec load.
  Extension load runs once at first open. Process-wide singleton
  protected by a lock; check_same_thread=False + WAL handles the
  FastAPI thread pool.
- core/rag/vector_store.py keeps the same public API
  (ensure_collection / upsert_chunks / search / collection_exists /
  delete_scope / delete_document) so callers in routes/rag.py,
  core/rag/ingestion.py, core/rag/tool.py, and core/rag/retrieval.py
  don't change. ensure_collection is now a no-op; collection_exists
  returns True iff the scope has at least one indexed vector.
- search uses sqlite-vec's vec_distance_cosine and converts distance
  to similarity in [0, 1] so the per-scope min_score threshold
  semantics stay identical.
- Mixed-dim scopes coexist behind WHERE scope = ? — the per-scope
  embedder resolver guarantees one embedder per scope.
- requirements/rag.txt swaps qdrant-client for sqlite-vec.
- utils/paths/storage_roots.py drops rag_vectordb_root() (the old
  qdrant directory); rag.db lives directly under rag_root().
- Rewritten tests/python/test_rag_vector_store.py for the new
  semantics (collection_exists tracks populated scopes; new tests
  for filtered search and upsert conflict resolution).

Python build requirement: connection.enable_load_extension(True)
must be available. install.sh creates the venv via uv-managed
python-build-standalone, which is compiled with
--enable-loadable-sqlite-extensions, so this works on standard
installs. core/rag/db.py raises an actionable error on the rare
custom-interpreter case.
2026-05-25 15:13:59 +04:00
pre-commit-ci[bot]
b931b0039b [pre-commit.ci] auto fixes from pre-commit.com hooks
for more information, see https://pre-commit.ci
2026-05-25 06:39:01 +00:00
Roland Tannous
0130c1d1ff Studio: query RAG with the same embedder that indexed the scope
The query was always going through the default text embedder
(bge-small, 384-d) regardless of how the scope was ingested. A
multimodal thread indexed by Qwen3-VL (2048-d) crashed at cosine
similarity with 'shapes (104,2048) and (384,) not aligned'.

Resolve the scope's embedder at search time:
  - kb_<id> -> rag_knowledge_bases.embedding_model column
  - thread_<id> -> thread settings (with fallback to defaults +
    RAG_EMBEDDER_MATRIX matrix lookup)

Pass it through retrieve_hybrid/retrieve_dense to embeddings.encode
so the query lands in the same vector space as the docs. Both the
/api/rag/search route and the search_knowledge_base tool use the
same resolver.
2026-05-24 22:06:14 +04:00
Roland Tannous
fe124f5b63 Studio: re-bump sentence-transformers pin for Qwen3-VL embedder
Qwen3-VL-Embedding-2B's modules.json references
sentence_transformers.base.modules, introduced after 5.2.0.
Unlike BGE-VL, Qwen3-VL has no fragile custom forward subclass to
break against the newer ST internals, so the bump should land
cleanly for the multimodal path.
2026-05-24 21:56:27 +04:00
Roland Tannous
8666ec9bd6 Studio: swap multimodal RAG embedder to Qwen3-VL-Embedding-2B
Built on Qwen3 (not CLIP), so the 77-token text cap that bit
BGE-VL-base is gone — long chunks embed losslessly. Loads via
vanilla SentenceTransformer with trust_remote_code, no custom
adapter needed. 2048-d shared text+image space.

Adds qwen-vl-utils>=0.0.14 to rag.txt for image preprocessing,
required by the Qwen3-VL embedder family.
2026-05-24 21:48:02 +04:00
Roland Tannous
810e3a80be Studio: truncate BGE-VL text inputs to CLIP's 77-token cap
BGE-VL inherits CLIP's 77-token text positional embedding table —
longer chunks crash inside the text model with a shape mismatch.
Pre-tokenize with truncation=True, max_length=77 and call
get_text_features directly so the high-level encode() (which does
not truncate) is bypassed. Log when truncation happens — text
chunks beyond the cap are silently cut, so multimodal mode is
lossy on the text channel. Image channel is unaffected.
2026-05-24 21:42:23 +04:00
Roland Tannous
ad6fb95dba Studio: load BGE-VL via transformers AutoModel, bypassing ST shim
BGE-VL's sentence-transformers shim (bge_vl_clip_transformer.py)
is coupled to specific ST internals and broke across both the 5.2
and 5.3 pin attempts. The canonical load path documented at
bge-model.com is transformers.AutoModel with trust_remote_code +
model.set_processor() + model.encode(text=/images=).

- Wrap that path in _BGEVLAdapter exposing the slice of
  SentenceTransformer API the ingester uses (encode for text or PIL
  images, get_sentence_embedding_dimension, best-effort tokenize).
- Restore BAAI/BGE-VL-base in RAG_EMBEDDER_MATRIX.
- Revert sentence_transformers pin to 5.2.0 — no longer relevant
  since the multimodal path no longer touches ST.
2026-05-24 21:35:09 +04:00
Roland Tannous
16c0367e84 Studio: swap multimodal RAG embedder to clip-ViT-B-32
BGE-VL-base ships a custom Transformer subclass that's tightly
coupled to a specific sentence-transformers internal API — it
imports a module path missing in older ST and overrides forward()
expecting a return shape that changed in newer ST. We can't pin ST
to BGE-VL's exact version without risking the training/inference
paths that use the same library, so swap the multimodal default to
the canonical clip-ViT-B-32 which sentence-transformers wraps
natively (no trust_remote_code, no shim, ST-version-independent).
Same 512-d shared text+image space.
2026-05-24 21:32:01 +04:00
Roland Tannous
d5e62df2b8 Studio: bump sentence-transformers pin for multimodal RAG (BGE-VL)
BGE-VL's custom modeling code imports
sentence_transformers.base.modules.transformer, which doesn't exist
in the 5.2.0 pin. Bump to >=5.3.0,<7 so the new Module package is
available.
2026-05-24 21:27:42 +04:00
Roland Tannous
da698cbdae Studio: pass trust_remote_code to RAG embedder loader
BGE-VL (multimodal) and nomic-embed-text-v1.5 (late chunking) both
ship custom modeling code in their model repos; sentence-transformers
refuses to import the referenced module (e.g. bge_vl_clip_transformer)
without trust_remote_code=True. Safe to enable because the embedder
matrix is config-pinned — users don't supply arbitrary names.
2026-05-24 21:14:22 +04:00
Roland Tannous
236ad37091 Studio: switch RAG dense search to qdrant query_points API
client.search() was removed/renamed to query_points() in
qdrant-client 1.10+. Use the new API when available and fall back
to search() for older pinned versions.
2026-05-24 18:27:49 +04:00
Roland Tannous
9ce194482b Studio: add ragMinScore to PersistedChatSettings type
tsc -b caught the missing key after the runtime-store addition.
2026-05-24 18:17:03 +04:00
Roland Tannous
ccebbed190 Studio: always pre-fetch RAG + min-score threshold + retrieval logging
- chat-adapter pre-fetches retrieval on every turn when RAG is on,
  regardless of provider. Users no longer have to phrase queries as
  'the document I attached' for retrieval to fire. Local tool models
  still get search_knowledge_base registered as a refinement path.
- New per-thread ragMinScore slider (Min relevance, 0..1) gates
  retrieved hits by dense cosine similarity. Hits below the floor
  (and BM25-only hits with no dense signal) are dropped server-side
  so unrelated docs don't get injected when the user's query is
  off-topic from what's indexed.
- Backend logs at search start (scope, top_k, min_score, query
  preview), after retrieval (retrieved vs met_threshold counts),
  and on return (final hit count) for both /api/rag/search and the
  search_knowledge_base tool path.
- System-prompt nudge prepended when pre-fetch returns hits so the
  model knows to cite [1], [2] rather than paraphrase silently.
2026-05-24 18:15:02 +04:00
Roland Tannous
e27c079e3d Studio: renumber install steps so RAG is independent step 9 2026-05-24 16:24:54 +04:00
Roland Tannous
6c694d2ef8 Studio: move RAG deps to dedicated rag.txt and install in normal path
no-torch-runtime.txt is only consumed in NO_TORCH (Intel Mac
GGUF-only) mode, so qdrant-client / bm25s / pymupdf etc. were never
installed in the normal install path. Split them into rag.txt and
add a step to install_python_stack.py that installs it after studio
deps, skipped only when NO_TORCH is set.
2026-05-24 16:23:26 +04:00
Roland Tannous
30856de739 Studio: route in-thread doc uploads through RAG ingest
When ragToolEnabled is on, the in-thread composer's + button now
opens a doc-only picker and uploads selected files to the per-thread
RAG pipeline (matching SharedComposer). Pending chips show
Uploading -> Indexing -> Ready status; Send is blocked while any
doc is in-flight. Previously these files were base64'd inline as
native attachments, which bypassed RAG entirely.
2026-05-24 16:13:05 +04:00
Roland Tannous
510509318a Studio: mirror RAG pill in in-thread composer
The Phase 4 RAG button only existed in shared-composer; the
assistant-ui in-thread composer renders its own pill set, so RAG
was missing once a thread had messages.
2026-05-24 15:59:57 +04:00
Roland Tannous
5edbc99916 Studio: stable empty-array sentinel in RAG document selectors
Fresh [] literals from useRagStore selectors triggered Zustand's
Object.is snapshot check on every render, causing React #185 on the
chat page when documentsByScope[key] was unpopulated.
2026-05-24 15:24:48 +04:00
Roland Tannous
810b2e27f3 Studio: fix React #185 update-depth loop in RAG additions
Two useEffects added in Phase 2C and Phase 4 followed the anti-pattern
of calling a state setter inside the effect and listing the setter's
output in the dep array. Both could re-fire indefinitely when the
selected slice changed shape on each render — which the chat page hit
on first load.

chat-settings-sheet.tsx (thread settings loader)
- Before: `useEffect(load, [..., threadSettings, ...])` with
  `if (!threadSettings) load()` inside. After load, the Zustand
  selector returned a freshly-constructed slice, dep changed,
  effect re-ran. If anything in between caused threadSettings to
  briefly flicker undefined (e.g. a race during initial hydration
  or a fast subsequent thread switch), the load fired again and the
  cycle repeated.
- After: ref-guarded by activeThreadId — `threadSettingsLoadedRef`
  tracks which threadId has been loaded; the effect deps shrink to
  `[ragSource.kind, activeThreadId, loadThreadSettings]`, all
  stable per-thread, removing the feedback loop.

ingestion-toast-stack.tsx (terminal-job auto-dismiss)
- Before: `useEffect(..., [jobs, dismissedJobs])` with
  `setDismissedJobs(prev => new Set(prev).add(jobId))` inside the
  scheduled setTimeout. Each setter creates a new Set reference;
  the dep change re-triggers the effect, which clears and
  reschedules timers. Under fast SSE event arrival or a strict-mode
  double-mount, the scheduler runs faster than its cleanup and
  React caps the depth.
- After: dismissedJobs is read via a ref (kept in sync at the top
  of the component); the effect only depends on `[jobs]`. A
  `scheduledJobsRef` prevents duplicate timer scheduling for the
  same job across multiple effect runs, and the setDismissedJobs
  updater no-ops when the job is already dismissed.

No behavior change for the happy path — toasts still auto-dismiss
after DISMISS_DELAY_MS; thread settings still load on first sight
of a thread.
2026-05-24 14:02:10 +04:00
Roland Tannous
a3ad6015bc Studio: fix tsc errors in Phase 4 frontend
Two errors surfaced by the frontend build (`tsc -b`) after the Phase 4
commit c74fc13eb landed:

  src/features/chat/chat-settings-sheet.tsx(449,9): TS2451 — cannot
  redeclare block-scoped 'activeThreadId'.
  src/features/rag/stores/rag-store.ts(326,9): TS2774 — condition will
  always return true since this function is always defined.

Fixes
- chat-settings-sheet.tsx: an `activeThreadId` declaration already
  existed near the code-exec section (line 636). Phase 2B's RAG
  retrieval-section block introduced a second declaration at line 449.
  The earlier one is needed for the Retrieval block; drop the later
  redeclaration — downstream code still resolves it via lexical scope.
- rag-store.ts subscribeJob: `get().jobUnsubscribers[jobId]` indexes a
  `Record<string, () => void>`. Without `noUncheckedIndexedAccess` TS
  infers the result as the function type (never undefined), so
  `if (existing)` is always-truthy. Replace with `if (jobId in
  get().jobUnsubscribers) return;` — same semantics, satisfies TS.
2026-05-24 13:47:34 +04:00
Roland Tannous
c74fc13ebc Studio: RAG-as-tool composer button (Phase 4)
Promotes RAG to a first-class composer toggle alongside Think / Web
Search / Code, with tool-use semantics on local models that support
tools and a pre-fetch fallback on external providers. The model
decides when to call `search_knowledge_base` on local inference; on
external providers retrieval still fires before each message (the
existing pre-fetch path), gated on the same button.

Backend
- core/rag/tool.py (new): search_knowledge_base handler + JSON-schema
  tool spec. Resolves scope (kb_id wins over thread_id) from the
  request's rag_scope, runs retrieve_hybrid + optional rerank, then
  hydrates filename / page_number / text from sqlite and formats as
  numbered Markdown citations ('[1] file.pdf (page 5): ...') for the
  LLM to cite. Empty scope returns a user-facing hint; empty results
  return a clear no-match message instead of an empty string.
- core/inference/tools.py: SEARCH_KNOWLEDGE_BASE_TOOL added to
  ALL_TOOLS (lazy import keeps tools.py importable on inference
  paths that never touch RAG). execute_tool() gains a tool_context
  parameter that carries per-request extras the LLM doesn't see
  (currently just rag_scope). The new 'search_knowledge_base' branch
  dispatches to the handler with scope unpacked from tool_context.
- core/inference/llama_cpp.py + safetensors_agentic.py +
  orchestrator.py: thread tool_context through generate_chat_completion_
  with_tools / run_safetensors_tool_loop / execute_tool. Both local
  backends (GGUF llama-server and safetensors agentic) carry the same
  context object.
- models/inference.py: ChatCompletionRequest gains optional
  rag_scope: dict ({kb_id?, thread_id?, enable_rerank?, default_top_k?,
  reranker_model?}). Ignored unless 'search_knowledge_base' is in
  enabled_tools.
- routes/inference.py: both the GGUF and safetensors call sites for
  generate_chat_completion_with_tools forward payload.rag_scope into
  tool_context.

Frontend
- chat-runtime-store.ts: global ragToolEnabled boolean + setter +
  CHAT_RAG_TOOL_ENABLED_KEY localStorage, mirroring toolsEnabled /
  codeToolsEnabled. Settings-hydration migration auto-flips
  ragToolEnabled=true for pre-Phase-4 users who already had ragSource
  set, so existing RAG users don't silently lose retrieval on upgrade.
- shared-composer.tsx: new 'RAG' pill button after Images (uses
  lucide BookOpenIcon, composer-pill-btn style, data-active toggle).
  Disabled when no model is loaded. Toggling on from ragSource='off'
  auto-flips source to 'thread' so the sidebar lands ready-to-go.
- chat-adapter.ts:
  * The existing pre-fetch block is now gated on ragToolEnabled AND
    only fires when the tool path isn't viable (external provider OR
    local model without tool-use support). Tool-capable local models
    skip pre-fetch and let the LLM decide.
  * The local-model body assembly adds 'search_knowledge_base' to
    enabled_tools and packs ragSource + enableRerank + ragTopK into a
    rag_scope object the backend tool handler consumes.
- chat-settings-sheet.tsx: entire Retrieval CollapsibleSection is
  wrapped in {ragToolEnabled && ...} so it hides when the button is
  off — the button is now the single on/off control. The 'Off'
  option is removed from the Source dropdown (the button handles
  that). Default open when shown so settings are one click away.

Tests
- test_rag_tool_handler.py: handler covers empty query, missing
  scope, kb_id > thread_id precedence, thread-only path, citation
  formatting (numbered + page numbers + unknown source); tool spec
  shape (function/name/required); execute_tool dispatch with and
  without tool_context; ALL_TOOLS includes the new spec without
  dropping the existing ones.

Verification scope
- Local GGUF with tools: toggle button on, upload doc, ask about
  doc content → assistant emits a search_knowledge_base tool call
  card (rendered by the existing ToolFallback component since no
  custom UI exists yet — that's a v2 nice-to-have).
- External provider (Anthropic / OpenAI / etc.): same button, same
  UX, but uses the pre-fetch path under the hood.
- Migration: pre-existing ragSource != off → button initializes ON
  so retrieval keeps working.
2026-05-24 13:41:45 +04:00
Roland Tannous
7e069816a1 Studio: end-to-end multimodal RAG integration test
@pytest.mark.server integration coverage that drives the ingestion
subprocess in-process and asserts the full multimodal pipeline
produces image + caption chunks with proper kind / image_path /
pair_group metadata. Default pytest runs skip; explicitly:

    pytest -m server tests/python/test_rag_multimodal_integration.py

Generates a small PDF (text + PNG figure + caption paragraph) via
pymupdf, points UNSLOTH_STUDIO_HOME at tmp_path, resets the embedder
singleton, and calls _subprocess_worker with mode='multimodal'.
Asserts:
- at least one chunk of each kind (text / image / caption) is emitted
- image chunks carry a real on-disk image_path under tmp_path
- image + caption chunks share a pair_group

A second test confirms BGE-VL produces text and image vectors of the
same dimension — sanity-check for the shared-space assumption that
the multimodal retrieval path relies on.

Downloads BGE-VL-base (~600 MB) on first run, so the test is gated
behind the existing server marker rather than the default suite.
2026-05-24 12:53:41 +04:00
Roland Tannous
ee1ff2bb50 Studio: per-thread RAG chunking/mode overrides
Threads can now opt into late chunking or multimodal mode independently
of the KBs they reference. Per-thread settings persist in chat_settings
under thread:<id>:rag and fall back to the app-level defaults when the
thread hasn't set anything explicitly.

Backend (routes/rag.py)
- ThreadRagSettings / UpdateThreadRagSettingsRequest Pydantic models.
- GET/PUT /api/rag/threads/{thread_id}/settings backed by
  chat_settings (upsert_chat_settings_merge). Same (multimodal, late)
  constraint enforcement as the create + defaults endpoints.
- POST /api/rag/threads/{thread_id}/reingest now accepts the same
  body shape — if any field is set, the new settings are persisted
  via set_thread_rag_settings BEFORE the reingest, so subsequent
  uploads pick up the change too.
- upload_thread_document reads the per-thread settings and passes
  them through to _start_ingestion, replacing the previous hard-coded
  ('standard', 'text', RAG_EMBEDDING_MODEL) defaults.

Frontend
- rag-api.ts: ThreadRagSettings type + getThreadRagSettings /
  setThreadRagSettings wrappers. reingestThreadDocuments now accepts
  optional UpdateThreadRagSettingsRequest opts.
- rag-store.ts: threadSettings map keyed by threadId, plus
  loadThreadSettings / updateThreadSettings actions. reingestThread
  refreshes the local settings copy when opts were supplied.
- chat-settings-sheet.tsx Retrieval section: when source = thread,
  shows side-by-side Mode + Chunking selects above the documents
  list. Selecting a different value:
    - persists immediately if the thread has no docs
    - prompts "Re-index N documents?" if docs exist; on Yes calls
      reingestThread with the new opts, on No reverts the select
  The (multimodal, late) constraint is enforced via per-option
  disabled + tooltip, matching the KB create dialog.
2026-05-24 12:53:28 +04:00
Roland Tannous
ca83bea538 Studio: app-level RAG defaults for new KBs
Power users can now set their preferred chunking strategy / mode /
embedder once in Settings → Knowledge Bases and have new KBs use those
values by default, instead of toggling on every create.

Backend
- routes/rag.py:
  - GET /api/rag/defaults returns the stored RagDefaults (or sensible
    fallbacks when nothing is set: standard / text / null embedder).
  - PUT /api/rag/defaults is PATCH-style — only fields present in the
    body overwrite. The (multimodal, late) constraint is enforced
    here too, so users can't poison the defaults with a combination
    the create path would reject.
- Persistence reuses the existing chat_settings store via
  upsert_chat_settings_merge; the values live under a single
  rag.defaults key as a nested JSON dict.

Frontend
- rag-api.ts: getRagDefaults / setRagDefaults wrappers + RagDefaults
  + UpdateRagDefaultsRequest types.
- rag-store.ts: defaults state, loadDefaults / updateDefaults
  actions. loadDefaults swallows errors so a missing endpoint just
  leaves defaults null.
- rag-defaults-section.tsx (new): self-contained mode + strategy +
  embedding-model controls, persists on change. Used in the Settings
  KB tab below the ThreadIndexList section.
- knowledge-bases-tab.tsx: mounts RagDefaultsSection below thread
  indexes with a separator.
- kb-create-dialog.tsx: loads defaults on open and prefills the form
  with them (falls back to hard-coded standard / text when defaults
  haven't loaded yet). reset() returns to the latest defaults rather
  than the hard-coded ones.
2026-05-24 12:47:16 +04:00
Roland Tannous
2b85a165e6 Studio: global RAG ingestion toast stack (Phase 2C)
Adds a floating progress-card stack mounted at the app root that
watches useRagStore.jobs and renders one card per in-flight ingestion
job, regardless of which page the user is on. Wraps the existing
IngestionProgress component so the progress UI stays consistent with
the per-doc chips in the KB detail panel and chat sidebar.

- Terminal cards (complete/error) linger for 4s then auto-dismiss.
- A manual dismiss button is always available.
- Reduced-motion preference is respected (no slide animation).
- Positioned bottom-right, z-50, pointer-events-none container so
  clicks pass through to the page underneath.

Mounted in app/routes/__root.tsx next to the existing SettingsDialog
so it's visible across every authenticated route. Closes the last
deferred item from Phase 2.
2026-05-24 12:45:00 +04:00
Roland Tannous
d9dfc7db80 Studio: re-ingest existing KBs / threads with new settings (Backfill UX)
Closes the upgrade-path gap from Phase 3: a KB or thread whose chunks
were ingested under one strategy can now be rebuilt under a different
one without losing the uploaded files.

Backend
- routes/rag.py:
  - POST /api/rag/knowledge-bases/{kb_id}/reingest takes optional
    chunking_strategy / mode / embedding_model in the body. Validates
    the (multimodal, late) constraint via _validate_mode_combo, updates
    the rag_knowledge_bases row, wipes scope artifacts (sqlite chunks
    via cascade, Qdrant collection, bm25), and re-INSERTs a fresh
    rag_documents row + ingestion job per stored file. Returns the new
    job IDs so callers can stream progress via the existing SSE.
  - POST /api/rag/threads/{thread_id}/reingest is the simpler thread
    variant — no body, rebuilds with current defaults.
  - Shared _reingest_scope helper strips the UUID upload prefix when
    re-naming docs so users see the original filenames again.

Frontend
- rag-api.ts: reingestKnowledgeBase(kbId, opts) and
  reingestThreadDocuments(threadId) wrappers + ReingestResponse type.
- rag-store.ts: reingestKB / reingestThread actions refresh the KB +
  doc lists and subscribe to every returned job so the existing
  IngestionProgress chips render without further wiring.
- kb-reconfigure-dialog.tsx (new): mirrors KBCreateDialog but
  pre-fills with the KB's current strategy / mode / embedder, enforces
  the same (multimodal + late) constraint with disabled options, and
  confirms before submitting. Submit label flips between "Re-index"
  (no settings change) and "Reconfigure & re-index".
- kb-detail-panel.tsx: header gains the chunking + mode summary and
  a "Reconfigure…" button that opens the dialog. Button is disabled
  when the KB has no documents.
- chat-settings-sheet.tsx Retrieval section: "Re-index" button beside
  the existing "Clear thread index" when the thread has documents.

Tests
- test_rag_reingest.py: ReingestKBRequest accepts optional fields,
  rejects unknown enum values via Pydantic, and the shared mode-combo
  guard still bites on the reingest path.
2026-05-24 12:41:55 +04:00
Roland Tannous
68114fd223 Studio: multimodal RAG mode (Phase 3B-multimodal)
When a KB has mode = 'multimodal', ingestion extracts images alongside
text and embeds both into a shared 512-d vector space via BGE-VL-base.
Image hits become first-class search results — useful for slides,
reports, and diagrams where text-only retrieval loses ~30-50% of the
content.

Backend
- embeddings.py: new encode_images(image_bytes_list) — opens bytes via
  PIL and routes to the SentenceTransformer (BGE-VL accepts PIL images
  in the same encode call as text).
- ingestion.py: _subprocess_worker gains document_id arg and a new
  _stream_image_chunks() helper. For multimodal KBs the standard text
  chunking runs first, then images are saved to
  rag_uploads_root() / 'images' / <document_id> / img-NNNN.<ext> and
  embedded; for each image with an adjacent caption, both an
  'image'-kind chunk (vector = encoded image) and a 'caption'-kind
  chunk (vector = encoded caption text) are streamed back with a
  shared pair_group field.
- ingestion.py parent: _insert_chunks_and_collect_for_bm25 now reads
  kind / image_path / pair_group from the subprocess message,
  populates the new rag_chunks columns, and runs a second pass that
  sets linked_chunk_id for each image ↔ caption pair. BM25 indexes
  text + caption chunks only — image chunks have no tokenisable body.
- retrieval.py: Hit gains a `kind` field plumbed through bm25, dense,
  RRF, and rerank paths.
- reranker.py: image-kind hits skip CrossEncoder rerank (text-only
  model) but are appended back in their original relative position
  rather than dropped.
- routes/rag.py: new GET /api/rag/images/{document_id}/{filename}
  static-file route with realpath containment check. SearchHit gains
  `kind` and `image_url` fields so the chat UI can render image
  thumbnails alongside text hits. KB-doc upload threads kind/mode
  through to ingestion.

Frontend
- rag-api.ts: SearchHit gains optional `kind` and `image_url`.
- kb-create-dialog.tsx: new Mode select (Text / Multimodal) alongside
  the existing Chunking strategy select. The forbidden
  (multimodal + late) combo is enforced in the UI — each side
  disables the conflicting option on the other side with a tooltip
  explaining why. Embedding-model placeholder cycles through the
  three valid defaults (bge-small / nomic / BGE-VL).
- kb-list.tsx + chat-settings-sheet.tsx: 🖼️ MM badge alongside the
   Late one so multimodal KBs are obvious at a glance.

Tests
- test_rag_multimodal.py: parser returns images when want_images=True
  and skips them when False; _validate_mode_combo rejects the
  forbidden (multimodal, late) pair with 400; RAG_EMBEDDER_MATRIX
  contains the three valid combos and excludes the forbidden one;
  image URL construction shape is verified. A server-marked test
  loads BGE-VL-base end-to-end and confirms image + text vectors
  share the same dimension.

Phase 3 of the plan is now feature-complete on the backend; the
remaining items (re-ingest UX for changing strategy on existing KBs)
are tracked under "Backfill UX" and can land separately.
2026-05-24 12:33:08 +04:00
Roland Tannous
673b7f86ba Studio: late chunking opt-in per KB (Phase 3B-late)
When a KB has chunking_strategy = 'late', ingestion takes a separate
code path that embeds the full document in a single forward pass and
mean-pools token embeddings per chunk span. Each chunk vector carries
full-document context via the encoder's bidirectional attention —
Jina's published technique, ~+6.5 nDCG@10 on long docs.

Backend
- chunking.py: new chunk_pages_with_spans() that joins all pages into a
  single full_doc, runs the existing recursive splitter, and returns
  per-chunk (char_start, char_end) offsets. Page-number metadata is
  recovered by overlap with the original page ranges so PDF citations
  still work. Existing chunk_pages() unchanged.
- embeddings.py: new late_chunk_encode(doc_text, char_spans). Tokenizes
  the doc with return_offsets_mapping, runs the underlying transformer
  to get per-token last_hidden_state, then mean-pools per chunk span.
  When the doc exceeds the embedder's context, falls back to windowed
  late chunking with a 512-token overlap so cross-window context is
  partially preserved.
- ingestion.py _subprocess_worker: branches on chunking_strategy.
  'late' path: chunk_pages_with_spans -> late_chunk_encode -> one big
  chunks_batch message. 'standard' path unchanged. Both reuse the same
  parent-side pump.
- ingestion.enqueue_ingestion: new chunking_strategy + mode kwargs;
  defaults to 'standard' / 'text' for legacy callers. embedder model
  resolved via resolve_embedder() from the (mode, strategy) matrix.
- routes/rag.py: KB-doc upload reads chunking_strategy + mode from the
  KB row (defensive .get for pre-Phase-3 schemas) and threads them
  through _start_ingestion.

Frontend
- kb-create-dialog.tsx: new "Chunking strategy" select with Standard /
  Late options. Embedding-model placeholder switches to nomic when
  Late is picked. createKB request now carries chunking_strategy.
- kb-list.tsx + chat-settings-sheet.tsx: small " Late" badge next to
  late-chunking KB names in the settings KB list and the chat sidebar
  dropdown so users see the mode at a glance.

Tests
- test_rag_late_chunking.py: pure-python tests for chunk_pages_with_spans
  (chunks index back into full_doc; page numbers inherited by overlap;
  pages joined with blank line). A server-marked test loads
  all-MiniLM-L6-v2 to exercise late_chunk_encode end-to-end.

No multimodal yet; that's Phase 3B-multimodal (next PR).
2026-05-24 12:18:09 +04:00
Roland Tannous
4c1ab745d6 Studio: schema + API plumbing for per-KB chunking strategy + mode
Phase 3 lays two orthogonal per-KB knobs in the data and API layers so
follow-up commits (Phase 3B-late, Phase 3B-multimodal) only need to add
their code path and UI selector, not schema or types.

Schema (studio/backend/storage/studio_db.py)
- rag_knowledge_bases gains chunking_strategy ('standard'|'late', default
  'standard') and mode ('text'|'multimodal', default 'text'). Both are
  immutable after KB creation — changing either invalidates existing
  chunks because they were ingested through a specific pipeline.
- rag_chunks gains kind ('text'|'image'|'caption', default 'text'),
  image_path (NULLABLE), linked_chunk_id (NULLABLE) — used by Phase
  3B-multimodal to pair image chunks with their captions.
- Idempotent ALTER TABLE additions for existing installs (mirrors the
  chat_threads display_name / *_code_exec_container_id pattern earlier
  in the file).

API (studio/backend/routes/rag.py)
- ChunkingStrategy + KBMode Literal aliases.
- CreateKBRequest accepts both fields with backward-compat defaults.
- KBResponse exposes both.
- _validate_mode_combo rejects (multimodal, late) with 400 — no public
  open-weight embedder supports both at once. Surface the constraint
  early rather than failing silently during ingestion.

Config (studio/backend/utils/rag/config.py)
- RAG_EMBEDDER_MATRIX dict keyed by (mode, strategy) → embedder name.
- resolve_embedder() helper falls back to RAG_EMBEDDING_MODEL for legacy
  KBs that pre-date the columns.
- (multimodal, late) intentionally absent.

Frontend (studio/frontend/src/features/rag/)
- api/rag-api.ts: ChunkingStrategy + KBMode types; KnowledgeBase
  interface and createKnowledgeBase request type updated.
- stores/rag-store.ts: createKB signature uses the shared request type.

No user-visible UI changes yet — the only currently-usable combination
is (text, standard), so adding one-option selectors would be UX noise.
Phase 3B-late and Phase 3B-multimodal each add the relevant selector
option as part of shipping the code path.
2026-05-24 11:54:38 +04:00
Roland Tannous
c4b5889e53 Studio: layout-aware RAG parsers + heading-aware chunking (Phase 3A)
Replace bare-pypdf/python-docx/BeautifulSoup extraction with Markdown-
preserving parsers so the chunker can split on real heading boundaries
instead of running paragraphs together.

Parsers
- pdf.py:  pymupdf + pymupdf4llm.to_markdown() per page; pypdf kept as
           fallback when pymupdf can't open the file.
- docx.py: mammoth.convert_to_html() + markdownify, with an explicit
           style_map so Title/Heading 1..6 become h1..h6 in the output.
- html.py: BeautifulSoup pre-scrub (drop script/style) then markdownify
           so <h*>, <table>, <ul> convert faithfully.
- text.py: signature update only; TXT/MD pass through unchanged.
- parsers/__init__.py: new ParsedImage + ParseResult dataclass; parse()
  signature is now parse(path, *, want_images=False) -> ParseResult.
  ParseResult is iterable over .pages for backward compat.

Chunker
- chunking.py: prepend Markdown heading separators ("\n# " .. "\n#### ")
  to the priority list so heading-aware splits happen for free once the
  parsers emit Markdown.

Ingestion
- ingestion.py: single call site updated to consume ParseResult.pages.

Deps (no-torch-runtime.txt)
+ pymupdf>=1.24, pymupdf4llm>=0.0.17, mammoth>=1.7, markdownify>=0.13
- pypdf kept as a fallback path.

Tests
- test_rag_parsers.py asserts Markdown headings survive PDF/DOCX/HTML
  extraction; also exercises ParseResult iteration backward-compat.
- test_rag_chunking.py: new case verifying chunks start at Markdown
  heading boundaries when the input is Markdown.

Foundation for Phase 3B-late (heading-aware spans for late chunking)
and Phase 3B-multimodal (want_images=True enables image extraction in
the same parser layer). No schema or opt-in flags in this commit.
2026-05-24 11:10:13 +04:00
Roland Tannous
92994e8b83 Studio: add RAG with hybrid search, reranker, chat integration
Backend (studio/backend/):
- core/rag/: parsers (PDF/TXT/MD/DOCX/HTML via pypdf/python-docx/bs4),
  recursive token-aware chunker, embeddings singleton via
  FastSentenceTransformer.from_pretrained(for_inference=True), Qdrant
  local vector store, bm25s lexical index, RRF hybrid retrieval,
  spawn-subprocess ingestion job with SSE progress, optional
  CrossEncoder reranker (off-by-default).
- routes/rag.py: KB CRUD, doc upload (KB + per-thread), doc list/delete,
  ingestion SSE, hybrid+rerank search, thread-index list/clear.
- routes/chat_history.py: purge thread RAG artifacts on thread delete
  and clear-all (rag_documents has no FK cascade to chat_threads so
  uploads work on un-persisted threads).
- studio.db gains 4 RAG tables; storage_roots gains rag_*() helpers.
- auth/authentication.py: get_current_subject_sse accepts ?token=... so
  EventSource can stream ingestion progress.

Frontend (studio/frontend/):
- features/rag/: api client, Zustand store, hooks, dropzone, KB list,
  doc rows, ingestion-progress, thread-index list components.
- Settings dialog gains a Knowledge Bases tab (master/detail + thread
  documents list); /knowledge-bases deep-links to it.
- features/chat/: per-thread ragSource/enableRerank/ragTopK state in
  chat-runtime-store; Retrieval section in chat-settings-sheet with KB
  DropdownMenu (active highlight + per-row trash), thread doc list with
  Clear-thread-index button, RAG Top K slider, reranker toggle;
  chat-adapter retrieves before /v1/chat/completions and injects hits
  as a system block; shared-composer + button routes documents into
  pendingDocs (auto-uploads, send blocked while indexing).
2026-05-23 18:46:15 +04:00
Daniel Han
83b20976f7
ci: unblock Studio Windows + Linux + Mac smoke (#5741)
Bundles three independent CI regressions hitting the maintainer PR
backlog. Each one is verified end-to-end on a staging fork against
real Ubuntu / macOS / Windows GitHub-hosted runners before this
lands.

1. Windows --no-torch install: pydantic + pydantic-core drift to
   incompatible versions under `uv pip install --no-deps -r
   no-torch-runtime.txt` because pip resolves each independently
   from latest. pydantic.VERSION 2.13.4 pins pydantic-core==2.46.4
   but pydantic-core 2.47.0 was the freshest published wheel, so
   `import pydantic` raised
   `SystemError: pydantic-core 2.47.0 is incompatible with the
   current pydantic version`. Resolve pydantic WITH deps in a
   focused pip call (install.sh, install.ps1,
   install_python_stack.py) before the --no-deps no-torch-runtime
   pass so pip pins pydantic-core to the version pydantic declares.
   pydantic's transitive deps (annotated-types, pydantic-core,
   typing-extensions, typing-inspection) are torch-free. Drop the
   redundant `Patch Studio venv with full typer / pydantic dep
   trees` workaround from the four Windows smoke YAMLs.
   Supersedes #5733 + #5734.

2. Linux Studio Update CI: upstream llama.cpp b9261+ split each
   binary's entry code into a paired `libllama-<binary>-impl.so`
   shared library. `llama-server` and `llama-quantize` NEEDED-link
   against `libllama-server-impl.so` / `libllama-quantize-impl.so`
   with RUNPATH `$ORIGIN`, so the prebuilt overlay must copy those
   alongside the binaries. Without that, ldd reports them missing,
   preflight rejects, the installer falls back to source build, and
   studio-update-smoke annotates `setup.sh idempotency regressed`.
   Add `libllama-*-impl.so*` to the Linux runtime patterns and lock
   the pattern in test_rocm_support.TestRuntimePatterns.

3. Mac Studio UI Chat: change-password submit clicked while
   disabled. The disable gate only checked new + confirm password
   length, but Playwright's first click landed before the
   current-password field's React state had committed, so the form
   was simultaneously logically-invalid (current_password empty) and
   the button was disabled. Tighten the gate to require
   `currentPassword.length >= 8` and mirror the same check in the
   submit handler so Enter / autofill cannot bypass.
   Supersedes #5738.
2026-05-23 06:59:16 -07:00
Daniel Han
382683ebdc
Bump pinned PyPI floor to unsloth>=2026.5.6 (#5716)
PyPI release 2026.5.6 is now live; update install.sh and install.ps1 to
pin against the new minimum so fresh installs pick up the latest wheel.

Co-authored-by: Michael Han <michaelhan2050@gmail.com>
2026-05-22 09:31:28 -07:00
Daniel Han
18c300197c API fixes + pypi v0.1.415-beta 2026-05-22 09:16:53 -07:00
Datta Nimmaturi
ed1e3929ad
fix(gpt-oss): prefer flex attention over sdpa (#5701)
* fix(gpt-oss): prefer flex attention over sdpa

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

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

* fix(gpt-oss): use eager config for unsupported backends

* [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>
2026-05-22 08:38:38 -07:00
Wasim Yousef Said
df2d31fea8
Truncate long code execution tool output (#5708) 2026-05-22 07:45:58 -07:00
Daniel Han
e9cf735f1b
Studio: render generated images inline for the Images pill (#5705)
The pill wired the request end of the loop but the response was lost
on the client: the backend emits a `tool_end` _toolEvent carrying the
base64 PNG on `image_b64` / `image_mime`, but the chat-adapter only
read the `result` string and the generic ToolFallback printed the
prompt as JSON args with an empty Result block -- the "I see no
image" symptom in the chat.

- chat-adapter: when the closing `tool_end` is for `image_generation`,
  repackage `image_b64` + `image_mime` (+ size/quality/background)
  into a structured result object instead of dropping them.
- New `ImageGenerationToolUI` reads that result and renders the image
  inline via `<img src="data:image/...;base64,...">` with the prompt
  as a caption. Falls back to a spinner while the request is still
  running.
- Register the component under `image_generation` in thread.tsx's
  tools.by_name map so it preempts ToolFallback for this tool only.
2026-05-22 07:22:37 -07:00
Wasim Yousef Said
8b235c752b
Fix connected chat model persistence (#5702) 2026-05-22 07:20:24 -07:00
Daniel Han
b89e28a836
Studio: expose Anthropic 5m vs 1h prompt cache TTL in Configuration (#5703)
#5685 wired the backend to honor `prompt_cache_ttl` on the request,
but there was no UI to actually pick it -- every Studio chat ended up
on Anthropic's default 5 minute pool. This adds a Cache TTL selector
to the chat settings sheet's Provider section, visible only when the
provider supports the choice (Anthropic today) and Prompt caching is
on.

- New `promptCacheTtl?: "5m" | "1h"` on `ExternalProviderConfig`.
  Normalizer drops the field on providers that don't support the
  choice so localStorage stays clean across provider swaps.
- `supportsProviderPromptCacheTtl` + `isPromptCacheTtl` helpers so
  the picker, normalizer, and adapter all agree on which values are
  valid.
- Settings sheet renders a small Select (5 minutes / 1 hour) right
  under the Prompt caching switch when the toggle is on; flipping
  it persists on the provider config like the other per-provider
  knobs.
- chat-adapter passes `prompt_cache_ttl` on outbound requests when
  the value is valid; omitted otherwise so the backend keeps
  inheriting Anthropic's 5m default.
2026-05-22 07:16:30 -07:00
Daniel Han
7e0ee4a719
Studio: surface OpenAI image_generation as composer Images pill (#5699)
The backend already wires OpenAI's Responses-API image_generation
server tool: when `enabled_tools` carries "image_generation" on an
OpenAI cloud request, _stream_openai_responses appends
`{type: "image_generation"}` to the request's tools array and emits
`image_generation_call` output items back to the assistant stream
(see backend/core/inference/external_provider.py and
backend/tests/test_openai_image_generation.py for the round-trip).

This wires the frontend half so a user can actually opt into it from
the composer next to the Search and Code pills, instead of the tool
sitting dormant.

- `providerSupportsBuiltinImageGeneration` gates on OpenAI cloud
  (`api.openai.com`) + a Responses-API model prefix (gpt-5.x, o3).
  Mirror of the backend's `is_openai_cloud` guard so the pill is hidden
  on custom OpenAI-compat backends (ollama / llama.cpp / vLLM) that
  report `provider_type="openai"` but would 400 on the tool.
- New `imageToolsEnabled` flag in chat-runtime-store, persisted under
  `unsloth_chat_image_tools_enabled` and reset on model change in
  chat-page exactly like `codeToolsEnabled`.
- `chat-adapter` appends "image_generation" to `enabled_tools` and
  flips `enable_tools: true` when the pill is on, so the existing
  backend dispatch picks it up.
- Composer renders an Images pill (lucide `ImageIcon`) immediately
  after the Code pill, only when the active model advertises the
  capability. The in-thread composer (assistant-ui/thread.tsx) gets
  the matching `ImagesToggle` for parity.
2026-05-22 07:08:42 -07:00
Daniel Han
9d3ad3ba12
Studio: also persist external checkpoint when picker calls setParams (#5700)
The first pass only wired the localStorage mirror into `setCheckpoint`,
but the main chat-page picker actually selects an external model by
calling `setParams({ ...store.params, checkpoint: value })`. That path
never hit `setCheckpoint`, so the persisted slot stayed empty and a
refresh fell back to whatever `/api/inference/status.active_model`
returned -- the previously loaded local model (Qwen3.5 etc) or null
("Select model") when nothing was loaded locally.

Mirror the persistence in `setParams` whenever the checkpoint changes
so every entry point converges on the same behavior. `setCheckpoint`
still does it directly so the load path (compare, GGUF auto-load,
gemma fallback in chat-adapter) keeps working.
2026-05-22 07:06:49 -07:00
Lee Jackson
51736a7766
Studio: add Anthropic and OpenAI prompt guards for disabled tools (#5674)
* Add Anthropic prompt guards for disabled tools

* fix: merge Anthropic tool guard into structured system prompts

* fix: scope Anthropic disabled-tool guard wording

* chore: adjust claude guard prompt

* chore: add openai to list of prompt guarded providers

* Studio: include web_fetch in the per-turn disabled-tool guard

Add webFetchEnabledForThisTurn alongside webSearchEnabledForThisTurn
and codeExecEnabledForThisTurn. Use it in the enabled_tools payload
so web_fetch follows the Search pill the same way web_search does,
and mention "web fetch" in the disabled-tool guard prose on providers
that ship the tool (Anthropic today; other providers stay inert via
providerSupportsBuiltinWebFetch).

---------

Co-authored-by: Roland Tannous <115670425+rolandtannous@users.noreply.github.com>
Co-authored-by: Daniel Han <danielhanchen@gmail.com>
2026-05-22 07:03:56 -07:00
Daniel Han
228d1cd40c
Studio: persist external provider selection across page refresh (#5697)
Selecting a connected external provider (Anthropic, OpenAI, Google, etc.)
and refreshing the page reverted the picker back to no selection. Root
cause is that `PersistedInferenceParams` in `chat-settings-api.ts`
excludes `checkpoint` from the server-side settings payload by design.
Local model selections survive refresh because the backend re-derives
them from `/api/inference/status.active_model`, but external selections
have no backend mirror, so they were lost.

Fix: persist `external::*` checkpoints to a small dedicated
`localStorage` key (`unsloth_chat_last_external_checkpoint`) and hydrate
from it on store init. Local checkpoints continue to come from the
backend status as before; only external ids are mirrored client-side.
`setCheckpoint` writes the key when an external id is selected and
clears it when switching back to a local id, and `clearCheckpoint`
clears it so the picker does not snap back after an explicit reset.
2026-05-22 06:45:27 -07:00
Daniel Han
a226b7e7e9
Studio: reconcile external providers across browsers after delete (#5698)
Deleting a connection in one browser left the same connection stuck in
every other browser/tab. The user could not delete or edit it from there
because the local state never caught up with the server, and clicks
either no-op'd or threw on a missing-row backend response.

Two pieces caused the bug:

1. `ChatProvidersSettings` ran its backend sync once on mount and then
   silently kept localStorage providers whenever `listProviderConfigs`
   returned an empty array, on the assumption that an empty server
   response had to be a transient glitch. That assumption is wrong when
   another browser removed the last connection. With the guard gone,
   trust any successful API response, including an empty list. A focus /
   visibilitychange listener now triggers a silent re-sync so the dialog
   does not need to be closed and reopened to pick up remote deletes.

2. `deleteProviderConfig` threw on HTTP 404, so once Browser A deleted a
   connection, Browser B's "Delete" click failed and the local row stuck
   around. Treat 404 as success: the server's job is already done and
   the local cache only needs to be pruned.
2026-05-22 06:42:39 -07:00
Daniel Han
ebe504b558
Studio: PDF / document attachments for Anthropic + OpenAI (#5689)
* Studio: PDF / document attachments for Anthropic + OpenAI

Studio's local-GGUF chat already supports image attachments via the
`image_url` content part shape. PDFs and other documents had no
plumbing for the external-provider path: there was no normalised
content type the frontend could send that translated to Anthropic's
native `document` block or OpenAI's `input_file`.

Add a Studio-side `input_document` content part on assistant /
user messages with three shapes:

  {type: "input_document",
   file_data: "data:application/pdf;base64,<DATA>",
   filename?: "name.pdf",
   media_type?: "application/pdf"}

  {type: "input_document",
   file_url: "https://example.com/doc.pdf",
   filename?: "doc.pdf"}

Translation:

- Anthropic Messages API: emits a `document` block with
  `{source: {type:"base64", media_type, data}}` or
  `{source: {type:"url", url}}`, plus an optional `title` from
  `filename`. PDFs are extracted server-side by Anthropic per their
  vision/document docs and counted toward input tokens.
- OpenAI Responses API: emits `{type:"input_file", file_data |
  file_url, filename?}`. PDFs are extracted server-side.

Empty / unparseable `input_document` parts are silently dropped so
a malformed frontend payload can't blow up the request.

Tests:

- New `test_multimodal_document.py` with 6 cases pinning the
  outbound body shape for base64 + URL inputs on both providers,
  and the empty-part drop behavior on both.
- The Anthropic assertions strip the prompt-cache wrapper
  (`cache_control:{type:ephemeral}` that the tail-message caching
  layer adds) before comparing the document core fields, so this
  test stays focused on the translation, not the caching layer.

Live verified end-to-end against both providers: a 363-byte
single-page "HELLO" PDF, base64-encoded, attached as a `document`
block to Opus 4.7 and as an `input_file` to gpt-5.5. Both models
correctly extracted the word "HELLO" from the PDF.

Follow-up (out of scope):

- Pydantic schema entry on ChatMessage.content for `input_document`
  (today it rides through because ChatCompletionRequest uses
  extra=allow). Will tighten when the frontend attach button lands.
- Frontend file-picker UX for non-image attachments on the external
  provider path.

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

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* Address review: gate empty-content msg + skip empty data-URI payload

Gemini High + Codex P2 on PR #5689:

1. Anthropic translation appended an empty `anthropic_parts` array
   when every part was dropped (e.g. user sent only an unparseable
   input_document). Anthropic 400s on "messages.N.content: at least
   one block is required". Skip the whole-message append when no
   parts survived. The OpenAI Responses path already had the
   equivalent guard, so this brings the two providers into parity.

2. `data:application/pdf;base64,` with no payload (or whitespace-only)
   parses to an empty `source.data` string. Anthropic rejects that
   with 400 as well. Skip the document block before constructing it.

Plus 2 new test cases pinning both behaviors:

- `test_anthropic_empty_only_document_drops_whole_message`: confirms
  a turn whose only content is an unparseable input_document does
  NOT make it onto the outbound `messages` array.
- `test_anthropic_empty_data_uri_payload_is_dropped`: confirms an
  empty-payload data-URI is filtered out at translation time.

(Note re: gemini's other High note about adding `input_document` to
the Pydantic ContentPart union -- ChatCompletionRequest is configured
with `extra=allow` so the part rides through today. Tightening the
union belongs with the frontend attach-button PR that surfaces the
field; called out as follow-up in the PR description.)

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* Address review: register input_document in ContentPart + builder

Reviewer caught that the translation code on the external_provider
side was unreachable from a real ChatCompletionRequest:

- ContentPart is a discriminated Union of (text, image_url) only, so
  any `{"type": "input_document", ...}` part was rejected by Pydantic
  at request parsing with a discriminator error before the helper
  could see it.
- _build_external_messages in routes/inference.py only walked text
  and image_url parts, so even with a permissive schema the document
  parts would have been silently dropped instead of forwarded to
  the per-provider translator.

Fixes:

- Add InputDocumentContentPart with optional file_data / file_url /
  filename / media_type and Tag("input_document") on the Union.
- Extend _build_external_messages to pass input_document through as
  a plain dict for vision-capable providers (so external_provider's
  existing Anthropic `document` and OpenAI Responses `input_file`
  mappers actually run) and strip them on non-vision providers.

Tests added: schema accepts input_document, builder passes it to
vision providers, builder strips it on non-vision providers.

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* Address review: validate file_data before preferring over file_url

Codex P2 caught that the OpenAI input_document translator treats any
truthy file_data as valid and never falls back to file_url. That
means a malformed `data:application/pdf;base64,` (empty payload) or
a whitespace-only data URI gets forwarded as `file_data=""` and
400s the whole turn, AND silently discards a perfectly recoverable
file_url on the same part.

Mirror the Anthropic-side guard onto the OpenAI Responses path:
treat any "data:" URI with no actual base64 payload as missing and
fall through to file_url. Standalone-empty data URIs (no fallback)
are dropped entirely instead of being sent to the wire.

Tests added: empty data URI + valid file_url -> file_url wins,
whitespace-only data URI + valid file_url -> file_url wins,
empty data URI without fallback -> part is dropped.

* Address review: Anthropic side also falls back to file_url on empty data URI

Codex P2 follow-up to my earlier fix: I added the empty-data-URI ->
file_url fallback to the OpenAI Responses translator but missed
the Anthropic translator, which still `continue`d on empty payloads
and discarded an otherwise valid file_url on the same part. Result:
when the frontend supplied both file_data (placeholder / broken)
AND a working file_url, Anthropic silently lost the attachment;
when the message contained only that part, the whole message could
be dropped before reaching the wire.

Mirrored the OpenAI guard: any "data:" URI with no actual base64
payload (`data:application/pdf;base64,` or whitespace-only) is
treated as missing, and the file_url branch takes over. The
all-parts-dropped guard further down already handles the
no-fallback case.

Tests added: empty data URI + valid file_url -> URL source on the
wire with the filename preserved; whitespace-only data URI + valid
file_url -> URL source on the wire.

* Address review: gate input_document passthrough to anthropic + openai

Codex P1: only `_stream_anthropic` and `_stream_openai_responses`
have explicit translation logic for input_document parts (the former
maps to {type:"document", source:...}, the latter to
{type:"input_file", file_data|file_url}). Every other provider
(gemini / mistral / kimi / openrouter / deepseek / qwen / custom)
goes through the generic /chat/completions passthrough that forwards
`messages` verbatim, so any input_document part on a non-vision
route on those providers would 400 with an unknown content_part
type.

Added `_INPUT_DOCUMENT_PROVIDERS = frozenset({"anthropic", "openai"})`
constant and gated the pass-through branch on `provider_type in
_INPUT_DOCUMENT_PROVIDERS`. Every other provider strips the part
(text content survives). Threaded provider_type through from
_proxy_to_external_provider's call site.

Tests updated: vision + provider in {anthropic, openai} still
forwards; six unmapped providers (gemini/mistral/kimi/openrouter/
deepseek/qwen) strip the part; missing provider_type strips
defensively. The existing non-vision drop test still passes.

* Fix stale web_fetch tool-version assertion after merging main

---------

Co-authored-by: pre-commit-ci[bot] <66853113+pre-commit-ci[bot]@users.noreply.github.com>
2026-05-22 06:22:57 -07:00
Daniel Han
e86f3c5dc7
Studio: wire OpenAI Responses server-side context compaction (#5687)
* Studio: wire OpenAI Responses server-side context compaction

The OpenAI Responses API accepts a `context_management` field that
enables server-side compaction. When the rendered prompt crosses the
configured threshold, the API runs a server-side compaction step and
the request continues against the compacted prefix. No beta header
and no dated version pin are required, per the docs.

Changes:

- Add `compaction_threshold: Optional[int]` (ge=1_000, le=2_000_000)
  to ChatCompletionRequest. Thread through `routes/inference.py` ->
  `stream_chat_completion` -> `_stream_openai_responses`.
- In `_stream_openai_responses`, when threshold is set AND the base
  URL points at cloud OpenAI (api.openai.com), attach
  `context_management: [{type:"compaction", compact_threshold:N}]`
  to the outbound body. Non-cloud bases (ollama, llama.cpp, "custom"
  presets) silently drop the field so we don't 400 those servers.
- Add `test_openai_compaction.py` with 4 cases: cloud OpenAI sets
  the field verbatim, low-threshold probe passes through (we don't
  clamp on the OpenAI side because the API accepts whatever),
  non-cloud base drops the field, omitted threshold leaves body
  untouched.

Live verified against the real OpenAI API on gpt-5.5:
`context_management:[{type:"compaction", compact_threshold:200000}]`
returns 200 with no error.

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* Address review: accept Azure OpenAI base URLs + raise compaction floor

Two reviewer follow-ups on the OpenAI compaction PR:

1. The `is_openai_cloud = "api.openai.com" in self.base_url` check
   excluded Azure OpenAI Foundry, even though Azure exposes the
   same /v1/responses extensions (context_management,
   prompt_cache_retention, container shell). Users on Azure saw
   their compaction toggle silently no-op. Broadened the check to
   also match `*.openai.azure.com` and made it case-insensitive so
   URLs copy-pasted from the Azure portal still resolve. Non-cloud
   OpenAI-compatible servers (ollama / llama.cpp / vLLM / "custom"
   preset) still fall outside the gate.

2. The schema floor on compaction_threshold was ge=1_000, which is
   well below the upstream Responses API's effective minimum
   (vercel/ai#12486, langchain-ai/langchain#35464 report
   `compact_threshold is not enabled` 400s on Azure at 100k; cloud
   uses 200k as the canonical example). Raised the floor to 10k
   so obvious typos surface as a clean 422 from FastAPI rather than
   an opaque upstream 400 the user has to debug from the SSE
   stream.

Tests added: Azure base URL carries both context_management and
prompt_cache_retention; mixed-case Azure URLs match; schema rejects
9_999 and accepts 10_000.

* Address review: drop schema-level compaction floor (cross-provider regression)

Codex P2 follow-up on the previous floor bump: ge=10_000 was
enforced globally at the ChatCompletionRequest layer, but the field
is documented as a no-op on every non-cloud OpenAI base and every
non-OpenAI provider. With the global floor, an Anthropic / ollama
/ llama.cpp / custom request that happens to carry compaction_threshold
below 10k was rejected with 422 at request validation time instead
of being silently ignored as the description promised.

Reverted the schema floor to ge=1 (any positive int) and rewrote
the description to call out per-provider routing: OpenAI cloud's
effective floor is around 200k and surfaces upstream 400s below
that; _stream_anthropic clamps sub-50k values up. Per-provider
helpers stay the single source of truth on the floor.

Test updated to pin: zero is still rejected, but every positive
value (1, 5_000, 9_999, 10_000, 200_000) passes schema validation.

* Address CodeQL: hostname-anchored OpenAI cloud detection

CodeQL py/incomplete-url-substring-sanitization fired on
`".openai.azure.com" in _base`. An attacker who controls the
configured base_url could slip cloud-only request body fields
(prompt_cache_retention, context_management compaction, container
shell) to an arbitrary server with:

  https://evil.com/api.openai.com/v1
  https://api.openai.com.attacker.com/v1
  https://attacker.com/.openai.azure.com/v1
  https://my-resource.openai.azure.com.attacker.com/openai/v1

Replaced the substring check with a `_is_openai_family_cloud`
helper that runs urllib.parse.urlparse on the URL and matches the
lowercased hostname exactly (`api.openai.com`) or via `endswith`
on the leading-dot suffix (`.openai.azure.com`). Both halves are
host-anchored so path / fake-subdomain bypasses fail.

Test added: every attacker-controlled bypass shape above must NOT
carry context_management OR prompt_cache_retention on the wire.
Existing Azure and openai.com tests still pass.

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* Address review: scope compaction_threshold description to OpenAI on this branch

Codex P2: the field description on this PR mentioned Anthropic
compaction behavior, but the Anthropic wiring lives on PR 5686
(separate branch). On feat/openai-compaction alone, _stream_anthropic
has no compaction_threshold parameter, so the field is silently
ignored for Anthropic requests and the doc claim was misleading.

Trimmed the description to OpenAI cloud + Azure Foundry only on
this branch. PR 5686 already re-adds the Anthropic clause via its
own change, so the rebase / merge order on main will land the
combined description naturally once both PRs ship.

---------

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2026-05-22 06:20:45 -07:00
Daniel Han
9a737facaf
Studio: wire Anthropic server-side context compaction (#5686)
* Studio: wire Anthropic server-side context compaction

Anthropic ships server-side context compaction as a beta
(`compact-2026-01-12`). When the rendered prompt crosses the
configured input-token threshold, Anthropic runs an extra LLM pass
that summarises older turns and the request continues against the
compacted prefix. The response carries the original top-level fields
plus a new `context_management` block (with `applied_edits`) and
`usage.iterations[]` accounting per pass.

Per the docs the feature is currently supported on Opus 4.6, Opus 4.7,
Sonnet 4.6, and Mythos preview. The minimum threshold is 50k tokens;
under-50k requests 400.

Changes:

- Add prefix gate + helper `_anthropic_supports_compaction` plus
  constants `_ANTHROPIC_COMPACTION_PREFIXES`, `_ANTHROPIC_COMPACTION_BETA`,
  `_ANTHROPIC_COMPACTION_TYPE`, `_ANTHROPIC_COMPACTION_MIN`.
- Add `compaction_threshold: Optional[int]` to ChatCompletionRequest
  (50k ge bound, 2M le bound). Thread through `routes/inference.py`
  -> `stream_chat_completion` -> `_stream_anthropic`.
- In `_stream_anthropic`, when threshold is set AND the model
  accepts compaction, attach `context_management.edits[{type:
  "compact_20260112", trigger:{type:"input_tokens", value:N}}]` to
  the outbound body. Sub-50k values are clamped up to 50k to keep
  the request well-formed.
- Refactor the anthropic-beta header builder to merge any combination
  of `code-execution-2025-08-25` + `compact-2026-01-12` flags into
  one header value. Unrelated betas added at the registry level still
  pass through.
- Add `test_anthropic_compaction.py` with 16 cases: gate matrix
  (every doc-listed model), correct body shape, threshold clamping,
  beta header merge with code execution, silent no-op on unsupported
  models, omitted-threshold pass-through.

Live verified end-to-end against the real Anthropic API:
`compact_20260112` accepted on Opus 4.7, response carries
`context_management.applied_edits` + `usage.iterations[]` as
documented. (The first WebFetch-summarised version of these docs
suggested `compact_20260120`; the actual API only accepts
`compact_20260112`, matching the beta-header date. Worth pinning
behind a test so a future doc update can't drift back.)

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* Address review: drop ge=50_000 clamp + parse usage.iterations[]

Two reviewer follow-ups on the compaction PR:

1. Pydantic ge=50_000 on compaction_threshold was dead code.
   FastAPI rejected sub-50k threshold values with a 422 before the
   `max(int(...), _ANTHROPIC_COMPACTION_MIN)` clamp in
   _stream_anthropic could ever fire. Relaxed the floor to ge=1 so
   the in-helper clamp actually does its job; the schema comment
   now explains why this is intentional. Added a regression test
   that posts a value of 1 and 49_999 through the real request
   schema.

2. Anthropic publishes per-iteration token counts in
   `usage.iterations[]` whenever a fresh compaction has run, and
   the top-level input_tokens / output_tokens cover only the
   `message` iteration -- billing must add the compaction
   iterations on top. Aggregate compaction iteration tokens into
   `last_usage["compaction_input_tokens" / "compaction_output_tokens"]`
   so the cost surface (PR 5690) can read them without re-walking
   the array, and surface both figures in the closing stream
   summary log. Added two tests: one that pins the aggregation on a
   compacted turn and one that pins `None` when no fresh
   iterations land (so re-applied compaction blocks don't double-bill).

Sourcing: https://platform.claude.com/docs/en/build-with-claude/compaction

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* Address review: round-trip Anthropic compaction blocks across turns

Codex P1: once context_management is enabled and Anthropic runs
server-side compaction mid-stream, the response carries a
`{type:"compaction", content:"<summary>"}` content block on the
assistant message. The translator only handled text_delta and
input_json_delta on content_block_delta, so the compaction block
was silently dropped. Worse, the request schema's ContentPart
discriminated Union didn't accept `type:"compaction"`, and
_build_external_messages didn't pass it through, so even a
hand-crafted assistant message carrying the block would 422 at
parse time. Net result: Anthropic re-compacted from scratch on
every subsequent turn, wasting input tokens and reasoning budget.

End-to-end backend wiring of the round-trip:

1. SSE translator. _stream_anthropic now tracks a `current_compaction`
   state slot. content_block_start with type=="compaction" seeds it
   (Anthropic may include the summary on the start event AND/OR
   stream it via text_delta events on the same block index --
   handle both). text_delta inside a compaction block routes into
   the compaction buffer instead of the user-visible content
   stream, since the summary is opaque internal state, not
   assistant prose. content_block_stop emits a `compaction_block`
   tool_event carrying the full summary so the chat-adapter can
   persist it. compaction_blocks_seen is surfaced in the closing
   summary log.

2. Pydantic schema. Added CompactionContentPart with Tag("compaction")
   on the ContentPart Union so requests carrying the block parse
   cleanly. Required `content` field with a docstring pointing at
   the Anthropic docs.

3. Message builder. _build_external_messages forwards compaction
   parts on both vision and non-vision paths; the per-provider
   stream helper decides whether to forward to the wire (Anthropic
   does; other providers ignore the part). When a non-vision route
   ends up with a single text part, collapse back to a string
   so providers that don't accept content arrays still get the
   expected shape.

4. _stream_anthropic outbound translator. {type:"compaction"} parts
   on an assistant message land on the wire verbatim. Empty/missing
   `content` is skipped so a malformed stored block can't 400
   Anthropic.

Tests added (5): stream emits compaction_block tool event with the
summary intact; user-visible content stream does NOT carry the
summary text; outbound body forwards compaction parts verbatim on
the next turn; Pydantic schema accepts the part; builder passes
it through on both vision and non-vision provider routes.

Frontend follow-up: the chat-adapter needs to persist the
compaction_block tool_event onto the stored assistant message so
turn N+1 includes it in payload.messages. Pinned in the PR
description.

Sourcing: https://platform.claude.com/docs/en/build-with-claude/compaction

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* Address review: gate compaction-part passthrough to Anthropic only

Codex P1: my previous round-trip change preserved {type:"compaction"}
parts on every provider route in _build_external_messages. That
meant a chat history with prior compaction state silently leaked
the Anthropic-specific block to OpenAI/DeepSeek/Mistral/Gemini/
Kimi/OpenRouter on a provider switch, where generic
/chat/completions passthrough hands the unknown content type to
the upstream API and 400s the whole turn.

Added a `provider_type` kwarg to _build_external_messages and
gated the compaction forwarder on `provider_type == "anthropic"`.
Every other value (including the legacy None for callers that
don't pass it yet) strips the part. The Anthropic stream helper
still maps it to a native `compaction` block on the wire.

Threaded provider_type through from _proxy_to_external_provider's
call site.

Tests updated: vision + provider="anthropic" still forwards; six
non-anthropic providers strip the part; missing provider_type
strips defensively; non-vision + anthropic still forwards; non-vision
+ non-anthropic collapses back to a text string.

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---------

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2026-05-22 06:19:09 -07:00