Phase 4: corpus and retrieval — chunks, Qdrant, FTS5, freshness audit

Satisfies docs/phase-4-corpus.md. content/ stays the single source of truth:
one pass over it writes both indexes, so the static pages and the retrieval
corpus cannot drift.

- corpus/: stdlib-only pipeline. validate -> chunk -> enrich -> embed -> upsert.
  Chunking is block-based, so a boundary cannot fall inside a fenced block, a
  table or front-matter (verified structurally, not by inspection).
- Deterministic ids: sha256(source_path + chunk_index + content_hash), rendered
  as a UUID. Re-running updates points; re-chunking deletes the old ones by
  source filter, so duplicates and orphans are both impossible.
- Incremental by content hash against a SQLite manifest. A provider, dimension
  or chunker change is refused instead of mixed: it needs a rebuild.
- Payloads per section 4.2 plus provenance, validated before any vector is
  written; a missing field fails the run and names the document and chunk.
- SQLite FTS5 over chunks (the keyword half of hybrid retrieval, decision D10)
  with area/confidence filters and a `terms` column so front-matter tech and
  tags are findable.
- Freshness audit: stale documents, due soon, index drift, contract drift;
  optional Apprise alert; exit code for Prefect.
- Embeddings behind one interface: omniroute (OpenAI-compatible, retries, key
  from the environment only) and local-hashing (offline placeholder). The
  provider decision is still Sam's; the pipeline does not depend on it.
- deploy/qdrant.yml: mem_limit = memswap_limit = 400m, loopback only.
- docs/phase-4-notes.md: operator manual, DoD evidence, measured memory.
- 76 unit tests, no container and no network.

Measured, Qdrant 1.20.0 under a 400 m cap at 1024 dimensions: 500 / 5,000 /
20,000 chunks settle at 128 / 138 / 151 MiB, peaking at 149 / 305 / 292 MiB
during ingest. Qdrant's default settings are OOM-killed between 5,000 and
20,000, so the collection is created with HNSW and payloads on disk; recorded in
reference/stack.md with the ceiling and the escalation order.

Note: the `make corpus*` targets were swept into the Phase 3 deploy commit
24590cc by concurrent work in this tree; the Makefile content is correct, and
this commit contains the pipeline they call.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
This commit is contained in:
2026-10-26 21:04:52 +11:00
parent 24590cc351
commit f9dc574172
28 changed files with 4372 additions and 2 deletions

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"""Code-aware chunking.
The rules come from `docs/phase-4-corpus.md` §4.1:
* 400–800 tokens per chunk, about 12% overlap;
* **never split inside a fenced block, a table or a front-matter block.**
The last rule is structural here, not a post-hoc check: the body is parsed into
*blocks* first and chunks are packed out of whole blocks, so a boundary can only
ever fall between blocks. Fenced code, tables, headings, list items and
paragraphs are all blocks; the large ones cannot be subdivided.
Front-matter is removed by `corpus.loader` before this module sees the body, and
parsing a body that still has front-matter is an error, so it cannot be split
either.
`tokens` are estimated with a word-and-punctuation regex. A real BPE tokenizer
counts 15–30% more for prose and more again for code, so a chunk that measures
800 here is a conservative upper bound.
"""
from __future__ import annotations
import re
from dataclasses import dataclass
# Packing targets (docs/phase-4-corpus.md §4.1).
TOKEN_TARGET = 600
TOKEN_MAX = 800
TOKEN_MIN = 400
OVERLAP_RATIO = 0.12
FENCE_RE = re.compile(r"^ {0,3}(`{3,}|~{3,})")
HEADING_RE = re.compile(r"^ {0,3}#{1,6}\s")
LIST_RE = re.compile(r"^(\s*)([-*+]|\d{1,3}[.)])\s+")
RULE_RE = re.compile(r"^ {0,3}([-*_])(\s*\1){2,}\s*$")
TOKEN_RE = re.compile(r"\w+|[^\w\s]", re.UNICODE)
PROTECTED_KINDS = ("fence", "table")
class ChunkError(RuntimeError):
"""The body could not be chunked without breaking the rules."""
@dataclass(frozen=True)
class Block:
"""An indivisible unit of Markdown. Never split, only packed."""
kind: str # fence | table | heading | list | quote | para | rule
text: str
tokens: int
line_start: int # 1-based, relative to the body this block came from
line_end: int
@property
def protected(self) -> bool:
return self.kind in PROTECTED_KINDS
@dataclass(frozen=True)
class Chunk:
index: int
text: str
tokens: int
line_start: int
line_end: int
blocks: tuple
oversize: bool = False
@property
def kinds(self) -> tuple:
return tuple(block.kind for block in self.blocks)
def estimate_tokens(text: str) -> int:
"""Word-plus-punctuation token estimate. Deterministic and cheap."""
return len(TOKEN_RE.findall(text))
def parse_blocks(body: str) -> list:
"""Split a Markdown body into atomic blocks.
Raises ChunkError if the body still carries a front-matter block: that is a
loader bug, and silently chunking it would split something that must not be
split.
"""
if body.lstrip().startswith("---"):
raise ChunkError(
"body still starts with a front-matter block; strip front-matter "
"before chunking (corpus.loader does this)"
)
lines = body.split("\n")
blocks = []
i = 0
total = len(lines)
while i < total:
raw = lines[i]
stripped = raw.strip()
if not stripped:
i += 1
continue
start = i
fence = FENCE_RE.match(raw)
if fence:
i = _read_fence(lines, i, fence.group(1))
kind = "fence"
elif stripped.startswith("|"):
while i < total and lines[i].strip().startswith("|"):
i += 1
kind = "table"
elif HEADING_RE.match(raw):
i += 1
kind = "heading"
elif RULE_RE.match(raw):
i += 1
kind = "rule"
elif LIST_RE.match(raw):
i = _read_list_item(lines, i)
kind = "list"
elif stripped.startswith(">"):
while i < total and lines[i].strip().startswith(">"):
i += 1
kind = "quote"
else:
i = _read_paragraph(lines, i)
kind = "para"
text = "\n".join(lines[start:i])
blocks.append(
Block(kind=kind, text=text, tokens=estimate_tokens(text), line_start=start + 1, line_end=i)
)
return blocks
def _read_fence(lines: list, i: int, marker: str) -> int:
"""Return the index just past a fenced block. Unterminated runs to EOF."""
char = marker[0]
width = len(marker)
i += 1
while i < len(lines):
candidate = FENCE_RE.match(lines[i])
if candidate and candidate.group(1)[0] == char and len(candidate.group(1)) >= width:
return i + 1
i += 1
return len(lines)
def _read_list_item(lines: list, i: int) -> int:
"""Return the index just past one top-level list item, continuations included."""
base_indent = len(LIST_RE.match(lines[i]).group(1))
i += 1
while i < len(lines):
raw = lines[i]
if not raw.strip():
# A blank line continues the item only if an indented line follows.
if i + 1 < len(lines) and lines[i + 1].startswith(" " * (base_indent + 1)):
i += 1
continue
return i
indent = len(raw) - len(raw.lstrip())
if indent > base_indent or LIST_RE.match(raw) and len(LIST_RE.match(raw).group(1)) > base_indent:
i += 1
continue
if LIST_RE.match(raw):
return i
if indent <= base_indent:
return i
i += 1
return i
def _read_paragraph(lines: list, i: int) -> int:
i += 1
while i < len(lines):
raw = lines[i]
stripped = raw.strip()
if not stripped:
return i
if FENCE_RE.match(raw) or HEADING_RE.match(raw) or RULE_RE.match(raw):
return i
if stripped.startswith("|") or stripped.startswith(">") or LIST_RE.match(raw):
return i
i += 1
return i
def chunk_blocks(blocks: list) -> list:
"""Pack blocks into windows of at most TOKEN_MAX, with ~12% overlap."""
chunks = []
total = len(blocks)
if total == 0:
return chunks
i = 0
while i < total:
start = i
tokens = 0
end = i
while end < total:
block = blocks[end]
if end > start:
if tokens + block.tokens > TOKEN_MAX:
break
# Prefer breaking in front of a heading.
if block.kind == "heading" and tokens >= int(TOKEN_TARGET * 0.75):
break
tokens += block.tokens
end += 1
if tokens >= TOKEN_TARGET and end < total and blocks[end].kind == "heading":
break
window = blocks[start:end]
chunks.append(_make_chunk(len(chunks), window))
if end >= total:
break
# Back up over trailing blocks until roughly OVERLAP_RATIO of the window
# repeats, leaving at least one block behind so the walk always advances.
budget = max(1, int(round(TOKEN_TARGET * OVERLAP_RATIO)))
carried = 0
back = end
while back - 1 > start and carried + blocks[back - 1].tokens <= budget * 2:
carried += blocks[back - 1].tokens
back -= 1
if carried >= budget:
break
i = max(back, start + 1)
return chunks
def _make_chunk(index: int, window: list) -> Chunk:
text = "\n\n".join(block.text for block in window)
return Chunk(
index=index,
text=text,
tokens=sum(block.tokens for block in window),
line_start=window[0].line_start,
line_end=window[-1].line_end,
blocks=tuple(window),
oversize=len(window) == 1 and window[0].tokens > TOKEN_MAX,
)
def chunk_document(body: str) -> list:
"""Chunk one document body. The pipeline calls this and nothing else."""
chunks = chunk_blocks(parse_blocks(body))
verify_no_split(chunks, protected_regions(body))
return chunks
def protected_regions(body: str) -> list:
"""Line ranges (1-based, inclusive) that a chunk boundary must not cross.
Recomputed from the body text alone, independently of the packing code, so
the check is not the implementation grading its own homework.
"""
regions = []
lines = body.split("\n")
i = 0
while i < len(lines):
raw = lines[i]
fence = FENCE_RE.match(raw)
if fence:
end = _read_fence(lines, i, fence.group(1))
regions.append((i + 1, end))
i = end
continue
if raw.strip().startswith("|"):
start = i
while i < len(lines) and lines[i].strip().startswith("|"):
i += 1
regions.append((start + 1, i))
continue
i += 1
return regions
def verify_no_split(chunks: list, regions: list) -> None:
"""Raise ChunkError if any chunk boundary cuts a protected region."""
for chunk in chunks:
for first, last in regions:
spans_start = chunk.line_start <= first <= chunk.line_end
spans_end = chunk.line_start <= last <= chunk.line_end
covers = chunk.line_start <= first and chunk.line_end >= last
if (spans_start or spans_end) and not covers:
raise ChunkError(
f"chunk {chunk.index} splits protected lines {first}-{last} "
f"(chunk covers {chunk.line_start}-{chunk.line_end})"
)