Content-based gating (_should_think) was introduced in 87fcaa6 to cut
TTFT on simple prompts, but it has no way to tell that short prompts
like "create a task titled X" are going to trigger a tool call — and
qwen3:14b's tool-call template is unreliable at think=False, producing
intermittent silent generations where output tokens burn but nothing
parses into content or tool_calls.
Reverting to always-on thinking restores the pre-87fcaa6 reliability
of tool emission at the cost of TTFT latency on short conversational
prompts. This also lets us delete the silent-round retry loop (which
can no longer fire) along with its bookkeeping.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
29 KiB
Architecture
Stack
| Layer | Technology | Notes |
|---|---|---|
| Frontend | Vue 3 + TypeScript + Vite + Pinia + Vue Router | SPA served from the same container as the API |
| Editor | Tiptap (ProseMirror) with custom slash-command extension | |
| Backend | Python 3.12, Quart (async ASGI) | Serves both API and built frontend static files |
| Database | PostgreSQL 16, SQLAlchemy 2.0 async, Alembic | asyncpg driver |
| LLM | Ollama (local) | Any OpenAI-compatible API also works |
| Search | SearXNG (optional, self-hosted) | Web search + image search |
| Push | Web Push / VAPID (pywebpush 2.x) | |
| Deployment | Docker Compose | Single-container app + separate DB + LLM service |
High-Level Component Diagram
┌─────────────────────────────────────────────┐
│ Docker Compose │
│ │
│ ┌──────────────────────┐ ┌────────────┐ │
│ │ fabledassistant │ │ ollama │ │
│ │ ┌────────────────┐ │ │ │ │
│ │ │ Quart Server │ │ │ LLM API │ │
│ │ │ ┌──────────┐ │ │ │ │ │
│ │ │ │ Vue SPA │ │ │ └────────────┘ │
│ │ │ │ (static) │ │ │ ▲ │
│ │ │ └──────────┘ │ │ │ │
│ │ │ ┌──────────┐ │ │ HTTP/REST │
│ │ │ │ /api/* │──┼──┼─────────┘ │
│ │ │ └──────────┘ │ │ │
│ │ │ │ │ │ ┌────────────┐ │
│ │ │ ▼ │ │ │ PostgreSQL │ │
│ │ │ ┌──────────┐ │ │ │ 16 │ │
│ │ │ │ asyncpg │──┼──┼──▶ │ │
│ │ │ └──────────┘ │ │ └────────────┘ │
│ │ └────────────────┘ │ │
│ └──────────────────────┘ │
└─────────────────────────────────────────────┘
Project Structure
fabledassistant/
├── docker-compose.yml # Development stack
├── docker-compose.prod.yml # Production stack (Docker Swarm)
├── Dockerfile # Multi-stage build (Node → Python)
├── alembic/ # Database migrations
│ └── versions/ # Migration files (idempotent raw SQL)
├── fable-mcp/ # Fable MCP server package
│ └── fable_mcp/
│ ├── server.py # FastMCP tool registrations
│ ├── client.py # FableClient (httpx wrapper)
│ └── tools/ # Tool modules (notes, tasks, projects, …)
├── src/fabledassistant/
│ ├── app.py # Quart app factory + blueprint registration
│ ├── config.py # Config class (reads env vars)
│ ├── auth.py # login_required decorator, session checks
│ ├── models/ # SQLAlchemy models
│ ├── routes/ # API blueprints (one file per resource)
│ ├── services/ # Business logic (access, llm, tools, sharing, …)
│ └── static/ # Built Vue SPA (generated at Docker build time)
└── frontend/
└── src/
├── views/ # Page-level Vue components
├── components/ # Reusable UI components
├── composables/ # Vue composables (autosave, shortcuts, …)
├── stores/ # Pinia stores (auth, chat, notes, notifications, …)
└── api/ # Typed API client (client.ts)
Key Design Decisions
Single container for frontend + API. Quart serves the Vue.js production build as static files and exposes the REST API under /api/. The SPA is built by Vite during the Docker image build.
SPA routing via 404 handler. app.py uses @app.errorhandler(404) (not a catch-all route) to serve static files or fall back to index.html. API routes (/api/*) always return JSON 404. This avoids a catch-all /<path:path> route intercepting API GETs.
Unified note/task model. A task is just a note with task attributes enabled. status IS NOT NULL means it's a task. "Convert to task" sets status='todo'; "convert to note" clears status, priority, due_date. No separate table, no cascade complexity.
First-class tag column. Tags live in a tags ARRAY[text] column and are explicitly set by the client — not auto-extracted from body text. Hierarchical tags (project/webapp) supported via SQL unnest + LIKE prefix matching.
Background generation architecture. LLM streaming runs in a detached asyncio.Task that writes into an in-memory GenerationBuffer. SSE clients tail the buffer and can reconnect mid-stream without data loss. Buffer has a cancel_event for user-initiated stop. Completed buffers are cleaned up after 60s grace period. Periodic DB flushes every 5s preserve partial content. Both chat and AI Assist use this architecture.
SSE over WebSockets for LLM streaming. SSE clients connect via GET /api/chat/conversations/:id/generation/stream with Last-Event-ID reconnection support. Frontend uses fetch() + ReadableStream.
Context building is server-side. Backend fetches URL content and searches notes. Frontend sends the message text + optional context note IDs. build_context() returns (messages, context_meta); metadata includes auto-found note IDs/titles sent to frontend via a context SSE event before streaming begins.
No blocking long-running operations. Any slow operation (model pulls, LLM calls, URL fetching) must never block app startup or freeze the UI. Backend uses SSE streaming for incremental responses. Model pulls stream NDJSON progress to the frontend.
SSRF protection. services/llm.py blocks requests to loopback, private, link-local, reserved, and multicast addresses before fetching. follow_redirects=False prevents redirect-based bypasses.
Session cookie security. HttpOnly and SameSite=Lax always set. Secure flag controlled by SECURE_COOKIES env var.
Rate limiting. In-memory sliding-window rate limiter (rate_limit.py) applied to auth endpoints: login (10/60s), register (5/300s), forgot-password (5/300s), reset-password (10/60s). Keys are per-IP. TRUST_PROXY_HEADERS env var enables X-Forwarded-For / X-Real-IP when behind a reverse proxy.
Idempotent migrations. All Alembic migrations use raw SQL with CREATE TABLE IF NOT EXISTS, CREATE INDEX IF NOT EXISTS, and DO $$ BEGIN CREATE TYPE ... EXCEPTION WHEN duplicate_object to allow safe re-runs.
Data Model
Users
| Column | Type | Notes |
|---|---|---|
id |
int PK | |
username |
text UNIQUE NOT NULL | |
email |
text nullable | |
password_hash |
text nullable | NULL for OAuth-only accounts |
oauth_sub |
text UNIQUE nullable | OIDC subject identifier |
role |
text NOT NULL DEFAULT 'user' | First user auto-assigned 'admin' |
session_version |
int NOT NULL DEFAULT 1 | Bumped on password change to evict sessions |
created_at |
timestamptz |
Notes (unified — includes tasks)
| Column | Type | Notes |
|---|---|---|
id |
int PK | |
title |
text | |
body |
text | Markdown |
tags |
ARRAY[text] | GIN indexed; explicitly set by client |
parent_id |
int FK self nullable | Sub-tasks / sub-notes |
user_id |
int FK users nullable | CASCADE |
project_id |
int FK projects nullable | |
milestone_id |
int FK milestones nullable | |
status |
text nullable | todo/in_progress/done — non-null = task |
priority |
text nullable | none/low/medium/high |
due_date |
date nullable | |
created_at, updated_at |
timestamptz |
Indexes: GIN on tags, B-tree on status, B-tree on title.
Settings
Composite PK (user_id, key). Per-user key-value store. CRUD via services/settings.py. Used for: default_model, assistant_name, briefing_enabled, briefing_locations, office_days, etc.
Conversations / Messages
conversations: id, title, model, user_id, conversation_type (chat/briefing/mcp), briefing_date, rag_project_id (nullable int — RAG scope: NULL=orphan-only, -1=all, positive=project), created_at, updated_at.
messages: id, conversation_id FK CASCADE, role (user/assistant), content, status (done/generating), created_at.
Title auto-generated by LLM on first exchange, re-generated every 10th message.
Projects / Milestones
projects: id, user_id, title, description, goal, status (active/completed/archived), color, auto_summary (nullable text — LLM-generated summary for search_projects scoring), summary_updated_at (nullable timestamptz), timestamps.
milestones: id, user_id, project_id FK CASCADE, title, description, status, order_index, timestamps.
Sharing & Access
project_shares, note_shares: each has shared_with_user_id OR shared_with_group_id (exclusive), permission (viewer/editor/admin), invited_by.
groups, group_memberships: platform-wide groups with member/owner roles.
Permission resolution is centralised in services/access.py. get_project_permission(uid, project_id) checks ownership → direct share → group-based share → note→project inheritance, returning the highest applicable permission.
Briefing-Related Tables
rss_feeds: id, user_id, url, name, category, last_fetched_at.
rss_items: id, feed_id FK, guid, title, url, summary, pub_date.
weather_cache: per-user cache with lat, lon, location_name, forecast_json, fetched_at.
API Keys
api_keys: id, user_id FK CASCADE, prefix (first 8 chars, displayed in UI), key_hash (SHA-256 of full key — full key never stored), name, scope (read/write), created_at, last_used_at.
App Logs
category (audit/usage/error), user_id FK nullable (SET NULL on delete), username (denormalised), action, endpoint, method, status_code, duration_ms, error_type, error_message, traceback, details JSONB.
Detailed File Reference
Backend (src/fabledassistant/)
| File | Responsibility |
|---|---|
app.py |
Quart app factory; SPA via 404 handler; JSON 404/500 for API; request logging; security headers in after_request |
auth.py |
login_required, admin_required, get_current_user_id — shared _check_auth() helper; accepts session cookie or Authorization: Bearer <key> |
config.py |
All config from env vars + Docker secret file support (_read_secret); SECURE_COOKIES, TRUST_PROXY_HEADERS, OLLAMA_NUM_CTX; oidc_enabled(), searxng_enabled() classmethods |
rate_limit.py |
In-memory sliding-window rate limiter (asyncio.Lock + defaultdict); is_rate_limited(key, max, window) |
models/note.py |
Unified Note model (notes + tasks) |
models/user.py |
id, username, email, password_hash (nullable — NULL for OAuth-only), oauth_sub (unique nullable), role, session_version |
models/conversation.py |
Conversation + Message models |
models/app_log.py |
AppLog with category, denormalised username, details JSONB |
models/api_key.py |
ApiKey: id, user_id, prefix, key_hash (SHA-256), name, scope (read/write), created_at, last_used_at |
models/event.py |
Internal events store (Event model: id, user_id, title, description, start_dt, end_dt, all_day, location, caldav_uid nullable, color, timestamps) |
routes/api.py |
/api blueprint; GET /api/health (public) |
routes/auth.py |
Register, login, logout, me, password/email change, password reset, invite registration, OAuth login+callback; rate limiting; LOCAL_AUTH_ENABLED guards |
routes/admin.py |
Backup, restore, user management, registration toggle, invitations, base URL, SMTP (admin only) |
routes/chat.py |
Conversations CRUD; SSE generation stream; model pull/delete/list/warm; briefing conversation routes |
routes/notes.py |
Notes CRUD + wikilinks + backlinks + assist + link suggestions + version history + drafts |
routes/tasks.py |
Tasks CRUD; POST accepts project name string (resolved to project_id) |
routes/task_logs.py |
Task work log CRUD (GET/POST/DELETE /api/tasks/:id/logs) |
routes/projects.py |
Projects CRUD + summary endpoint |
routes/milestones.py |
Milestones CRUD under /api/projects/:id/milestones |
routes/settings.py |
Per-user settings key-value (GET/PUT /api/settings/:key) |
routes/briefing.py |
Briefing conversation + reply + history; RSS feed management |
routes/groups.py |
Group CRUD + membership management (admin) |
routes/shares.py |
Share project/note with user or group; revoke; list incoming shares |
routes/in_app_notifications.py |
In-app notification list + mark-read + count |
routes/push.py |
Web Push subscription subscribe/unsubscribe; VAPID public key |
routes/users.py |
User profile; admin user list + delete |
routes/images.py |
Serve cached images at /api/images/<id> |
routes/export.py |
GET /api/export — personal Markdown ZIP or JSON array download |
routes/api_keys.py |
API key CRUD (GET/POST/DELETE /api/api-keys) |
routes/fable_mcp_dist.py |
GET /api/fable-mcp/info + GET /api/fable-mcp/download — package distribution |
routes/quick_capture.py |
POST /api/quick-capture — single-shot natural language item creation |
routes/search.py |
GET /api/search — semantic + keyword hybrid search |
services/auth.py |
create_user, authenticate, user lookups, password reset tokens, invitation tokens |
services/oauth.py |
OIDC discovery (cached), PKCE auth URL, code exchange, find_or_create_oauth_user |
services/api_keys.py |
generate_key(), create_api_key(), list_api_keys(), revoke_api_key(), lookup_key() (SHA-256 hash lookup) |
services/llm.py |
build_context(), RAG injection, history summarisation, stream_chat_with_tools(), URL fetching, SSRF guard |
services/generation_task.py |
run_generation() — full chat pipeline: intent routing, tool loop, SSE fan-out, push notification; run_assist_generation() |
services/intent.py |
Removed — intent routing eliminated; the main model handles all tool routing directly |
services/tools/ |
LLM tool package — decorator-based registry (_registry.py), shared helpers (_helpers.py), and one module per domain: notes.py (create/update/delete/search/list/read), tasks.py (list/log_work), entities.py (save_person/save_place/lists), projects.py, calendar.py, web.py, rag.py, profile.py, rss.py, weather.py, utility.py (calculate). execute_tool() and get_tools_for_user() are the public API. |
services/projects.py |
Project CRUD + generate_project_summary() (Ollama, fire-and-forget) + backfill_project_summaries() (startup) |
services/embeddings.py |
upsert_note_embedding(), semantic_search_notes(orphan_only=False) (pgvector cosine similarity) |
services/generation_buffer.py |
In-memory SSE event buffer; cancel_event; 60s cleanup; supports both chat (int keys) and assist (string keys) |
services/notes.py |
Note CRUD, wikilink resolution, backlink queries, tag management |
services/note_versions.py |
Version snapshot on save; restore-from-version; diff metadata |
services/note_drafts.py |
Per-user per-note draft persistence (AI Assist pending state) |
services/settings.py |
get_setting(), set_setting(), get_all_settings() — key-value per user |
services/tag_suggestions.py |
/api/notes/suggest-tags — LLM-generated tag suggestions for note body |
services/access.py |
Permission resolution for all shared resources |
services/sharing.py |
Create/revoke shares; list shares; get_shared_with_me() |
services/groups.py |
Group CRUD; membership management |
services/notifications.py |
Create/read/mark-read in-app notifications |
services/task_logs.py |
Append/list/delete work log entries on tasks |
services/briefing_pipeline.py |
Two-lane parallel gather → LLM synthesis → GenerationBuffer stream |
services/briefing_scheduler.py |
APScheduler BackgroundScheduler; slots with catch-up logic; async-safe via asyncio.create_task |
services/briefing_conversations.py |
Briefing conversation persistence and history queries |
services/briefing_profile.py |
Per-user profile note that the assistant updates over time |
services/research.py |
SearXNG research pipeline: sub-queries → parallel fetch → outline → section synthesis → executive summary → index note with linked section notes |
services/events.py |
Internal events CRUD: list_events, create_event, update_event, delete_event, get_event; source of truth for all event LLM tools |
routes/events.py |
/api/events — event CRUD routes |
services/caldav.py |
Optional CalDAV sync — user-configured external server; syncs to/from internal store via caldav_uid FK; is_caldav_configured() guards tool activation |
services/calendar_sync.py |
Dead code — Radicale sync service; was trialled and removed |
services/images.py |
fetch_and_store_image() — SHA-256 dedup, content-type validation, 5 MB cap |
services/backup.py |
export_full_backup(), export_user_backup(), restore_full_backup() (version 2 with ID maps) |
services/push.py |
VAPID key auto-generation; send_push_notification() fire-and-forget; 410 Gone cleanup |
services/logging.py |
log_audit, log_usage, log_error, start_log_retention_loop (hourly cleanup) |
services/email.py |
SMTP email sending for password reset; reads SMTP_* env vars |
services/weather.py |
Nominatim geocoding + Open-Meteo forecast + per-user DB cache |
services/rss.py |
feedparser fetch; per-feed DB cache; prune-to-100 items |
services/assist.py |
build_assist_messages() — section/whole-doc modes; project context injection |
Frontend (frontend/src/)
| File | Responsibility |
|---|---|
App.vue |
App shell (100dvh flex column); global keyboard shortcuts (g+key nav, n/t/c/e///?); starts status polling + loads settings on mount |
api/client.ts |
ApiError, apiGet/Post/Put/Patch/Delete, apiSSEStream (fetch + ReadableStream), auto 401→login redirect |
stores/auth.ts |
User, isAuthenticated, isAdmin, oauthEnabled, localAuthEnabled, login/register/logout/checkAuth |
stores/chat.ts |
Conversation CRUD; sendMessage() SSE streaming; reconnectIfGenerating(); message queue (localStorage); streamingStatus |
stores/notes.ts |
CRUD + tag filter; resolveTitle; convertToTask/Note; fetchBacklinks; fetchAllTags |
stores/tasks.ts |
CRUD + status/priority filter; patchStatus |
stores/settings.ts |
assistantName, defaultModel, installedModels; pullModel(), deleteModel() |
stores/push.ts |
isSupported, permission, isSubscribed, subscribe/unsubscribe |
stores/notifications.ts |
count, items, fetchCount, fetchAll, markRead, markAll |
views/HomeView.vue |
Chat-first dashboard; 6 task sections (Overdue → Other); 8 recent notes; inline streaming response |
views/ChatView.vue |
/chat — SSE streaming; context sidebar (Suggested/In Context); note picker; scope chip (RAG project scope pill above input); message queue; bulk delete |
views/CalendarView.vue |
/calendar — FullCalendar v6 month/week/day views; click to create event; click event to open EventSlideOver |
components/EventSlideOver.vue |
Reusable slide-over for event create/edit/delete; used in ToolCallCard, HomeView, CalendarView |
views/WorkspaceView.vue |
/workspace/:id — 3-panel (tasks/chat/notes); SSE tool-call watcher; conv persisted to localStorage |
views/GraphView.vue |
/graph — D3 force-directed; tag/note/project-hub nodes; physics panel; peek panel |
views/ProjectView.vue |
Kanban grouped by milestone; advance buttons; milestone management |
views/SettingsView.vue |
Tabbed settings (11 tabs); tab state in localStorage |
views/NoteEditorView.vue |
Tiptap editor; 2-column layout; AI assist panel; diff view; version history; autosave |
views/TaskEditorView.vue |
Tiptap editor; 2-column layout; AI assist panel; task log section; sub-tasks |
components/ToolCallCard.vue |
Tool call results; requires_confirmation inline confirm/deny; direct POST on "Create anyway" |
components/ChatMessage.vue |
Message bubble; markdown rendering; tool call cards; "Save as Note" |
components/TagInput.vue |
Chip-based tag input; Enter/comma to confirm; autocomplete from /api/notes/tags |
components/TiptapEditor.vue |
Tiptap wrapper; markdown↔HTML round-trip; selection change emit; WikilinkDecoration; TagDecoration |
components/ShareDialog.vue |
<Teleport> modal; user tab + group tab; current shares list |
components/WorkspaceTaskPanel.vue |
Milestone-grouped task list; detail slide-over |
components/WorkspaceNoteEditor.vue |
List ↔ TipTap editor with autosave |
composables/useAssist.ts |
AI assist: section parsing, SSE streaming, accept/reject, LCS diff, persistent draft |
composables/useAutoSave.ts |
Interval-based autosave (5 min) with dirty/saving guards |
composables/useEditorGuards.ts |
Ctrl+S, beforeunload warning, route-leave confirm |
composables/useTagSuggestions.ts |
/api/notes/suggest-tags call + suggestion state |
composables/useListKeyboardNavigation.ts |
j/k/Enter list navigation; focus-in-input guard |
extensions/WikilinkDecoration.ts |
ProseMirror decoration plugin highlighting [[wikilinks]] |
extensions/TagDecoration.ts |
ProseMirror decoration plugin highlighting #tags |
extensions/WikilinkSuggestion.ts |
@tiptap/suggestion extension for [[ autocomplete |
Key Services
| Service | Responsibility |
|---|---|
services/access.py |
Permission resolution for all shared resources |
services/llm.py |
build_context(), RAG injection, history summarisation |
services/generation_task.py |
SSE streaming, tool-call loop, GenerationBuffer management |
services/tools/ |
LLM tool implementations (38 tools across 11 modules); decorator-based registry |
services/embeddings.py |
upsert_note_embedding(), semantic_search_notes() |
services/briefing_pipeline.py |
Two-lane parallel gather → LLM synthesis → briefing output |
services/briefing_scheduler.py |
APScheduler integration, catch-up logic for missed slots |
services/backup.py |
Full and per-user backup export/restore (version 2 format) |
services/weather.py |
Nominatim geocoding + Open-Meteo forecast fetch + DB cache |
services/rss.py |
feedparser-based fetch, per-feed DB cache, prune-to-100 |
Authentication
Session cookies — HttpOnly, SameSite=Lax, optionally Secure (SECURE_COOKIES env var). Session includes session_version; mismatch with DB value (after password change) results in 401 and session clear.
Bearer token / API keys — Authorization: Bearer <key> accepted by _check_auth() as an alternative to session cookies. The raw key is SHA-256 hashed and looked up via services/api_keys.py. Keys with scope=read are rejected on non-safe methods (POST/PATCH/DELETE). Used by Fable MCP and any external API consumers.
Local auth + OIDC/OAuth (PKCE) — services/oauth.py handles discovery and find_or_create_oauth_user. On OAuth login: checks existing oauth_sub → matching email → creates new user.
See sso-oauth.md for provider-specific setup instructions.
LLM Pipeline Internals
Tool Routing
No separate intent router — the main model handles all tool routing directly via Ollama's structured tool-calling output. The model receives the full tool schema list and decides whether to call a tool or respond conversationally. Extended reasoning (think=True) is always on for qwen3-class models: content-based gating was tried but exposed tool-call template fragility on short tool-intent prompts.
Tool Loop
Multi-round tool loop (max 5 rounds). All implementations in services/tools/ (decorator-based registry); execute_tool(user_id, tool_name, arguments, conv_id=None, workspace_project_id=None) is the dispatcher. conv_id and workspace_project_id are threaded in from run_generation() so tools like set_rag_scope can write to the current conversation.
Unified create_note tool — creates both notes and tasks. Setting status (e.g. "todo") creates a task; omitting it creates a knowledge note. All task fields (due_date, priority, milestone, parent_task, recurrence_rule) are available on the single tool.
Duplicate protection on create_note:
- Exact title match (case-insensitive) → hard block, redirect to
update_note - Fuzzy title match (SequenceMatcher ≥ 82%; punctuation stripped before candidate search) → hard block
- Semantic content similarity (threshold 0.90, body ≥ 80 chars) → soft block with
requires_confirmation: true
Project resolution (_helpers.resolve_project): 4-step lookup — (1) exact DB match, (2) query in title substring, (3) title in query reverse substring, (4) SequenceMatcher ≥ 0.55.
Context Window and Summarisation
OLLAMA_NUM_CTX (default 16384) controls the context window for all generation calls. Intent classification always uses num_ctx=4096 to reduce VRAM pressure.
History summarisation threshold: 30 messages. Keeps 8 recent messages. Summary max 400 tokens.
Web Research Pipeline
services/research.py implements a full autonomous research pipeline:
- Intent model generates 5 focused sub-queries
- All 5 SearXNG queries run in parallel (200ms stagger to avoid rate limiter)
- Up to 15 unique URLs fetched in parallel
- LLM generates an outline (2–8 sections with title + focus)
- Each section synthesised in parallel from relevant sources
- Executive summary generated from all section content
- Index note created with executive summary + links to section notes; section notes linked back via
parent_id - Falls back to single-note synthesis if outline generation fails
SearXNG tip: add the app server IP to botdetection.ip_lists.pass_ip in SearXNG settings.yml to bypass the rate limiter for trusted backend requests.
Image Cache
search_images tool fetches images server-side via SearXNG, stores them on disk (SHA-256 dedup, content-type validation, 5 MB cap), and serves from /api/images/<id>. The user's browser never contacts the original image host.
Config: IMAGE_CACHE_DIR (default /data/images), IMAGE_MAX_BYTES (default 5 MB).
RAG Pipeline
semantic_search_notes()— cosine similarity via pgvector, threshold configurable per call; acceptsorphan_onlyandproject_idscope flags.- Notes ≥ 0.60 similarity auto-injected into system prompt (up to 3, 800 chars each).
- Notes 0.45–0.60 surfaced in chat sidebar as "Suggested" (user clicks to include).
- Explicitly included notes delivered full-body.
excluded_note_idsprevents the current note from being injected as its own context.
RAG Scope (three-value system)
conversations.rag_project_id controls which notes are eligible for retrieval:
| Value | Behaviour |
|---|---|
NULL (default) |
Orphan notes only — notes with project_id IS NULL |
-1 |
All notes — opt-in to global search |
| Positive int | That project's notes only |
build_context() derives orphan_only + effective_project_id from this value before calling both the semantic and keyword search paths.
Scope tools — Two LLM tools let the model discover and switch scope mid-conversation:
search_projects— SequenceMatcher scoring over title + description +auto_summary; returns top 5 matching projects.set_rag_scope— persists the newrag_project_idto DB immediately; blocked in workspace view; causes the SSEdoneevent to includenew_rag_scope+new_rag_scope_labelso the frontend chip updates reactively.
Project summaries — generate_project_summary() calls Ollama (fire-and-forget) and stores the result in projects.auto_summary. Triggered on project update and note saves (debounced 1h). backfill_project_summaries() runs at startup.
Embedding model: nomic-embed-text via Ollama. Backfill runs 30s after startup (background task).