Files
FabledGrimoire/src/fabledassistant/services/knowledge.py
T
bvandeusenandClaude Sonnet 4.6 ed715dcc23 feat(knowledge): note types, counts, new-note button, audit fixes
- Add note_type (note/person/place/list) selector + entity metadata fields
  (relationship, email, phone / address, hours) to NoteEditorView
- Pre-select type via ?type= query param from KnowledgeView new-note dropdown
- KnowledgeView: add split "New note / ▾" button with type dropdown
- KnowledgeView: show per-type counts on sidebar filter buttons (when > 1)
- Fix: filter-btn now flex layout so count badge aligns to right edge
- Fix: list_notes count_query was missing parent_id filter (inflated totals)
- Fix: PATCH /api/notes/:id now fires upsert_note_embedding (workspace autosave)
- Fix: get_knowledge_counts endpoint for per-type counts
- Fix: get_knowledge_tags was silently discarding note_type filter (double-stmt bug)
- Fix: NoteEditorView onMounted stray brace from edit session

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 12:53:09 -04:00

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"""Knowledge service — unified query across notes, people, places, and lists."""
import logging
from sqlalchemy import func, select
from fabledassistant.models import async_session
from fabledassistant.models.note import Note
logger = logging.getLogger(__name__)
_SNIPPET_LEN = 200
def _note_to_item(note: Note) -> dict:
meta = note.entity_meta or {}
item: dict = {
"id": note.id,
"note_type": note.entity_type,
"title": note.title,
"snippet": (note.body or "")[:_SNIPPET_LEN],
"tags": note.tags or [],
"project_id": note.project_id,
"metadata": meta,
"created_at": note.created_at.isoformat(),
"updated_at": note.updated_at.isoformat(),
}
# Type-specific convenience fields
if note.entity_type == "person":
item["relationship"] = meta.get("relationship", "")
item["email"] = meta.get("email", "")
item["phone"] = meta.get("phone", "")
elif note.entity_type == "place":
item["address"] = meta.get("address", "")
item["phone"] = meta.get("phone", "")
item["hours"] = meta.get("hours", "")
elif note.entity_type == "list":
# Parse markdown task list syntax into structured items
body = note.body or ""
list_items = []
for line in body.split("\n"):
stripped = line.strip()
if stripped.startswith("- [ ] ") or stripped.startswith("- [x] ") or stripped.startswith("- [X] "):
checked_item = not stripped.startswith("- [ ] ")
list_items.append({"text": stripped[6:], "checked": checked_item})
item["list_items"] = list_items
item["item_count"] = len(list_items)
item["checked_count"] = sum(1 for i in list_items if i["checked"])
item["body"] = body
return item
async def query_knowledge(
user_id: int,
note_type: str | None,
tags: list[str],
sort: str,
q: str | None,
limit: int,
offset: int,
) -> tuple[list[dict], int]:
"""Query knowledge objects (non-task notes) with filters.
Returns (items, total_count).
"""
# Semantic search path — scores take priority over sort
if q:
return await _semantic_knowledge_search(
user_id, q, note_type=note_type, tags=tags, limit=limit, offset=offset
)
async with async_session() as session:
base = (
select(Note)
.where(Note.user_id == user_id)
.where(Note.status.is_(None)) # exclude tasks
)
if note_type:
base = base.where(Note.note_type == note_type)
else:
# Exclude tasks — already done above; also exclude any legacy nulls
base = base.where(Note.note_type.in_(["note", "person", "place", "list"]))
for tag in tags:
base = base.where(Note.tags.contains([tag]))
# Count before pagination
count_stmt = select(func.count()).select_from(base.subquery())
total: int = (await session.execute(count_stmt)).scalar_one()
# Apply sort
if sort == "created":
base = base.order_by(Note.created_at.desc())
elif sort == "alpha":
base = base.order_by(Note.title.asc())
elif sort == "type":
base = base.order_by(Note.note_type.asc(), Note.updated_at.desc())
else: # modified (default)
base = base.order_by(Note.updated_at.desc())
rows = list((await session.execute(base.limit(limit).offset(offset))).scalars().all())
return [_note_to_item(n) for n in rows], total
async def _semantic_knowledge_search(
user_id: int,
q: str,
note_type: str | None,
tags: list[str],
limit: int,
offset: int,
) -> tuple[list[dict], int]:
"""Semantic search over knowledge objects, with SQL filters applied post-rank."""
try:
from fabledassistant.services.embeddings import semantic_search_notes
# Fetch a larger candidate set to allow for filtering
candidates = await semantic_search_notes(
user_id=user_id,
query=q,
limit=min(200, limit * 8),
threshold=0.3,
is_task=False,
)
except Exception:
logger.warning("Semantic search unavailable, falling back to SQL", exc_info=True)
return await query_knowledge(user_id, note_type, tags, "modified", None, limit, offset)
results = []
for _score, note in candidates:
if note_type and note.entity_type != note_type:
continue
if tags and not all(t in (note.tags or []) for t in tags):
continue
results.append(note)
total = len(results)
page_items = results[offset: offset + limit]
return [_note_to_item(n) for n in page_items], total
async def get_knowledge_tags(user_id: int, note_type: str | None = None) -> list[str]:
"""Return all distinct tags used across knowledge objects for this user."""
async with async_session() as session:
base = (
select(func.unnest(Note.tags).label("tag"))
.where(Note.user_id == user_id)
.where(Note.status.is_(None))
)
if note_type:
base = base.where(Note.note_type == note_type)
else:
base = base.where(Note.note_type.in_(["note", "person", "place", "list"]))
stmt = base.distinct().order_by("tag")
rows = list((await session.execute(stmt)).scalars().all())
return [r for r in rows if r]
async def get_knowledge_counts(user_id: int, tags: list[str] | None = None) -> dict[str, int]:
"""Return per-type count of knowledge objects for the sidebar display."""
async with async_session() as session:
stmt = (
select(Note.note_type, func.count(Note.id))
.where(Note.user_id == user_id)
.where(Note.status.is_(None))
.where(Note.note_type.in_(["note", "person", "place", "list"]))
.group_by(Note.note_type)
)
if tags:
for tag in tags:
stmt = stmt.where(Note.tags.contains([tag]))
rows = list((await session.execute(stmt)).all())
counts = {row[0]: row[1] for row in rows}
# Ensure all types present even if zero
for t in ("note", "person", "place", "list"):
counts.setdefault(t, 0)
counts["total"] = sum(counts[t] for t in ("note", "person", "place", "list"))
return counts
async def query_knowledge_ids(
user_id: int,
note_type: str | None,
tags: list[str],
sort: str,
q: str | None,
limit: int = 100,
offset: int = 0,
) -> tuple[list[int], int]:
"""Return note IDs only — cheap query for the two-tier pagination feed."""
if q:
# Re-use semantic search, extract IDs in rank order
items, total = await _semantic_knowledge_search(
user_id, q, note_type=note_type, tags=tags,
limit=limit, offset=offset,
)
return [item["id"] for item in items], total
async with async_session() as session:
base = (
select(Note.id)
.where(Note.user_id == user_id)
.where(Note.status.is_(None))
)
if note_type:
base = base.where(Note.note_type == note_type)
else:
base = base.where(Note.note_type.in_(["note", "person", "place", "list"]))
for tag in tags:
base = base.where(Note.tags.contains([tag]))
count_stmt = select(func.count()).select_from(base.subquery())
total: int = (await session.execute(count_stmt)).scalar_one()
if sort == "created":
base = base.order_by(Note.created_at.desc())
elif sort == "alpha":
base = base.order_by(Note.title.asc())
elif sort == "type":
base = base.order_by(Note.note_type.asc(), Note.updated_at.desc())
else:
base = base.order_by(Note.updated_at.desc())
ids = list((await session.execute(base.limit(limit).offset(offset))).scalars().all())
return ids, total
async def get_knowledge_by_ids(user_id: int, ids: list[int]) -> list[dict]:
"""Fetch full items for the given IDs, preserving the requested order."""
if not ids:
return []
async with async_session() as session:
stmt = (
select(Note)
.where(Note.user_id == user_id)
.where(Note.id.in_(ids))
)
rows = list((await session.execute(stmt)).scalars().all())
by_id = {n.id: n for n in rows}
return [_note_to_item(by_id[i]) for i in ids if i in by_id]
async def get_people_and_places_context(user_id: int) -> str:
"""Return a compact summary of known people and places for LLM system prompt injection."""
async with async_session() as session:
stmt = (
select(Note)
.where(Note.user_id == user_id)
.where(Note.note_type.in_(["person", "place"]))
.where(Note.status.is_(None))
.order_by(Note.title.asc())
.limit(50)
)
rows = list((await session.execute(stmt)).scalars().all())
if not rows:
return ""
people = [n for n in rows if n.entity_type == "person"]
places = [n for n in rows if n.entity_type == "place"]
lines = []
if people:
parts = []
for p in people:
meta = p.entity_meta or {}
rel = meta.get("relationship", "")
parts.append(f"{p.title}" + (f" ({rel})" if rel else ""))
lines.append("Known people: " + ", ".join(parts))
if places:
parts = []
for p in places:
meta = p.entity_meta or {}
addr = meta.get("address", "")
parts.append(f"{p.title}" + (f" – {addr}" if addr else ""))
lines.append("Known places: " + "; ".join(parts))
return "\n".join(lines)