Files
FabledScribe/src/fabledassistant/services/user_profile.py
T
bvandeusen 85b212fbf2 refactor(models): route tasks to chat vs worker per new architecture
Chat and background model roles effectively swapped during the
conversation+curator pivot, but call sites still used OLD routing.
This commit re-routes each call to the model whose new role fits.

Moved to background_model (worker — heavy, deliberate):
- services/journal_prep.py: daily prep generation.
- services/user_profile.py: observation consolidation.

Moved to default_model (chat — small, fast):
- services/chat.py save_response_as_note: note title generation.
- services/tag_suggestions.py: tag suggestions.

Already routed correctly (unchanged): curator, closeout, consolidation,
project summaries, history summarization.

SettingsView.vue: help text rewritten for both model fields to
describe new roles. Background Model UI label renamed to Worker
Model so the heavier role is visible from the picker. Warning copy
updated to recommend OLLAMA_MAX_LOADED_MODELS=2+ so chat and worker
can stay loaded simultaneously.

Schema names default_model and background_model unchanged on purpose
(renaming requires migration + touches ~50 call sites for UX-only gain).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-23 11:00:47 -04:00

222 lines
8.3 KiB
Python
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
"""User profile service — structured per-user preferences for LLM context."""
import asyncio
import logging
from datetime import date, datetime, timedelta, timezone
from sqlalchemy import select
from fabledassistant.models import async_session
from fabledassistant.models.user_profile import UserProfile
logger = logging.getLogger(__name__)
VALID_EXPERTISE = {"novice", "intermediate", "expert"}
VALID_STYLES = {"concise", "balanced", "detailed"}
VALID_TONES = {"casual", "professional", "technical"}
# Trigger consolidation when raw observations reach this count
_CONSOLIDATION_THRESHOLD = 14
async def get_profile(user_id: int) -> UserProfile:
"""Get or create the profile row for a user."""
async with async_session() as session:
result = await session.execute(
select(UserProfile).where(UserProfile.user_id == user_id)
)
profile = result.scalar_one_or_none()
if profile is None:
profile = UserProfile(user_id=user_id)
session.add(profile)
await session.commit()
await session.refresh(profile)
return profile
async def update_profile(user_id: int, data: dict) -> UserProfile:
"""Upsert structured profile fields from a validated dict."""
allowed = {
"display_name", "job_title", "industry", "expertise_level",
"response_style", "tone", "interests", "work_schedule",
}
async with async_session() as session:
result = await session.execute(
select(UserProfile).where(UserProfile.user_id == user_id)
)
profile = result.scalar_one_or_none()
if profile is None:
profile = UserProfile(user_id=user_id)
session.add(profile)
for key, value in data.items():
if key in allowed:
setattr(profile, key, value)
await session.commit()
await session.refresh(profile)
return profile
async def append_observations(user_id: int, bullets: str) -> None:
"""
Append a new dated observation entry from the day's briefing closeout.
Automatically triggers consolidation when the raw list grows large.
"""
if not bullets.strip():
return
async with async_session() as session:
result = await session.execute(
select(UserProfile).where(UserProfile.user_id == user_id)
)
profile = result.scalar_one_or_none()
if profile is None:
profile = UserProfile(user_id=user_id)
session.add(profile)
existing: list = list(profile.observations_raw or [])
existing.append({
"date": date.today().isoformat(),
"bullets": bullets.strip(),
})
# Keep at most 60 raw entries as a rolling window
profile.observations_raw = existing[-60:]
profile.observations_updated_at = datetime.now(timezone.utc)
await session.commit()
raw_count = len(profile.observations_raw or [])
logger.info("Appended observations for user %d (%d raw entries)", user_id, raw_count)
if raw_count >= _CONSOLIDATION_THRESHOLD:
asyncio.create_task(_consolidate_observations(user_id))
async def consolidate_observations(user_id: int) -> str:
"""Public entry point to manually trigger observation consolidation."""
return await _consolidate_observations(user_id)
async def clear_learned_data(user_id: int) -> None:
"""Reset all learned observations and summary for a user."""
async with async_session() as session:
result = await session.execute(
select(UserProfile).where(UserProfile.user_id == user_id)
)
profile = result.scalar_one_or_none()
if profile:
profile.learned_summary = None
profile.observations_raw = []
profile.observations_updated_at = None
await session.commit()
async def _consolidate_observations(user_id: int) -> str:
"""
LLM pass: synthesise all raw observation bullets into an updated
learned_summary paragraph. Prunes raw entries older than 30 days afterwards.
"""
from fabledassistant.config import Config
from fabledassistant.services.llm import generate_completion
from fabledassistant.services.settings import get_setting
async with async_session() as session:
result = await session.execute(
select(UserProfile).where(UserProfile.user_id == user_id)
)
profile = result.scalar_one_or_none()
if not profile or not profile.observations_raw:
return ""
observations = list(profile.observations_raw)
existing_summary = profile.learned_summary or ""
obs_text = "\n\n".join(
f"[{entry['date']}]\n{entry['bullets']}"
for entry in observations
)
system = (
"You are synthesising preference observations into a concise user profile summary. "
"Consolidate the observations into 3-6 factual sentences describing the user's patterns, "
"preferences, and habits. Be specific and useful for a personal assistant. "
"Merge with any existing summary, removing duplicates and outdated information. "
"Output only the consolidated summary paragraph — no preamble, no bullet points."
)
user_prompt = ""
if existing_summary:
user_prompt += f"Existing summary:\n{existing_summary}\n\n"
user_prompt += f"New observations:\n{obs_text}"
# Profile observation consolidation reasons over multiple documents to
# produce a coherent summary — closer to curator-shaped work than chat.
# Route to worker (background_model). Falls back to OLLAMA_MODEL only if
# neither setting nor BACKGROUND default is available.
model = (
await get_setting(user_id, "background_model", "")
or Config.OLLAMA_BACKGROUND_MODEL
or Config.OLLAMA_MODEL
)
try:
new_summary = (await generate_completion(
[
{"role": "system", "content": system},
{"role": "user", "content": user_prompt},
],
model,
)).strip()
except Exception:
logger.warning("Observation consolidation failed for user %d", user_id, exc_info=True)
new_summary = ""
if new_summary:
cutoff = (date.today() - timedelta(days=30)).isoformat()
async with async_session() as session:
result = await session.execute(
select(UserProfile).where(UserProfile.user_id == user_id)
)
profile = result.scalar_one_or_none()
if profile:
profile.learned_summary = new_summary
profile.observations_raw = [
o for o in (profile.observations_raw or [])
if o.get("date", "") >= cutoff
]
await session.commit()
logger.info("Consolidated observations for user %d", user_id)
return new_summary
async def build_profile_context(user_id: int) -> str:
"""
Build a formatted context string from the user's structured profile
for injection into LLM system prompts (briefing and chat).
Returns an empty string if no meaningful data is set.
"""
profile = await get_profile(user_id)
parts: list[str] = []
if profile.display_name:
parts.append(f"User's name: {profile.display_name}")
if profile.job_title or profile.industry:
job = " in ".join(filter(None, [profile.job_title, profile.industry]))
parts.append(f"Occupation: {job}")
if profile.expertise_level and profile.expertise_level != "intermediate":
parts.append(
f"Expertise level: {profile.expertise_level} — calibrate explanation depth accordingly"
)
if profile.response_style or profile.tone:
style = profile.response_style or "balanced"
tone = profile.tone or "casual"
parts.append(f"Preferred response style: {style}, tone: {tone}")
if profile.interests:
parts.append(f"Interests: {', '.join(profile.interests)}")
if profile.work_schedule:
sched = profile.work_schedule
days = ", ".join(sched.get("days") or []) or "weekdays"
start = sched.get("start", "9:00")
end = sched.get("end", "17:00")
parts.append(f"Work schedule: {days}, {start}{end}")
if profile.learned_summary:
parts.append(f"What the assistant has learned about this user: {profile.learned_summary}")
return "\n".join(parts)