Tool results, denial comments and tool exception text now reach a span only
as a capture-gated preview; span.error is a fixed message, since it is
stored and exported regardless of content settings. A turn whose stream
yields an error event is recorded as failed. Search traces are listed by a
query copied into the small summary column, so the Logs timeline never
reads the spans JSONB. Adds GraphRAG span tests.
Only a raise routed a source to the ClassicRAG fallback, and every graph read
logs its own failure and returns empty. So a query that broke, a half-built
graph and a walk that genuinely found nothing were indistinguishable, and each
made the source contribute nothing at all to the answer -- no fallback, no
vector blend, which is skipped by the same early return.
A graph source that produces no documents now joins the classic batch, exactly
as a source with no graph already does.
The passage stage also rescanned every node's chunk list once per candidate.
It inverts the links once instead: 7.3 ms to 0.16 ms on a 400-node subgraph at
the candidate cap, with identical output.
Four graph-store queries formatted table and column names into the SQL
string: get_chunk_texts and delete_by_source (Bandit B608, alerts #582/#583
on main) and entity_pages/chunk_similarities from this branch (#661/#662,
dismissed). The names were validated by _safe_identifier, so none was
injectable, but each query was still a string built at runtime.
They are now fixed statements composed with psycopg.sql: identifiers go in as
sql.Identifier, values stay bound. Identifiers are lower-cased before quoting,
because PGVectorStore writes the same names unquoted and Postgres folds those
to lower case -- a quoted mixed-case name would address a different table.
Bandit reports nothing for docsgpt/graphrag now; the queries return the same
rows against a real graph as before.
Graph retrieval tied plain vector search at best and never beat it. Measured
across five corpora, the bottleneck was seeding, not the graph: the walk
started from nodes whose embeddings were computed from bare entity names, and
a whole question shares almost nothing with a name like "Quill".
Extraction now embeds each node from "name (type): description" and each
relationship as the fact it asserts ("Alder streams_to Quill: ..."), stored on
a new nullable graph_edges.fact_embedding column that ensure_vector_schema adds
in place. Entity names are canonicalised (case, punctuation, word breaks and a
cautious plural) so "VECTOR_STORE" and "vector stores" land on one node. Extraction calls run
concurrently (GRAPHRAG_EXTRACTION_WORKERS, default 8) while embedding and graph
writes stay serial on the task thread, so ordering and idempotency are
unchanged; that measured 8.4x faster with identical output.
Retrieval gains per-source options, stored under retrieval.graph and read live
at query time:
- seed_strategy: start from matching entities (default) or matching
relationships, which can reach an entity the question never names;
- passage_nodes (on): walk the source's passages alongside entities, with
PageRank damping 0.5 instead of 0.85;
- blend_vector (on): fuse the graph ranking with the source's vector ranking
by reciprocal rank.
The defaults are the measured-best configuration. Through GraphRAGRetriever,
the new seeding moved recall@4 from 0.41 to 0.68 on a multi-hop corpus and
from 0.50 to 1.00 on the docs corpus, and regressed none of the corpora
measured. Existing graphs keep name-only embeddings until rebuilt.
Three findings from review, all on code this branch introduced.
apply_chunk was not replay-safe. commit() can report connection loss *after*
Postgres committed, and the reconnect retry then replays the write: _upsert_node
bumps doc_freq a second time and _add_edge inserts another row, since
graph_edges has no uniqueness constraint for a logical edge. The chunk's
graph_ingest_progress row is now written in the same transaction as the rows it
describes, and a replay that finds it already "done" returns (0, 0) without
touching the graph. Extraction drops its separate mark_chunk("done"): the
checkpoint and the graph can no longer disagree.
count_nodes swallows every query failure and answers 0, so extraction's
"fall back to the write count" handler could never run — a failed count after a
successful build reported an empty graph. count_nodes grows a strict mode that
re-raises; retrieval keeps the swallow, which is what routes a source to
ClassicRAG.
A zero edge weight was read as a full-strength link: `or 1.0` rewrote an
explicit 0 before the <= 0 filter. Only missing and null weights default now.
The same coercion sat in _ppr_scores, where it would have kept the ranker's
rule unreachable from the product path, so it is fixed there too.
networkx.pagerank delegates to a scipy implementation, and scipy is not a
DocsGPT dependency — it only arrives transitively through the optional
docling extra. In a default install every graph retrieval raised
ModuleNotFoundError inside _ppr_scores, hit the per-source except, and
degraded to ClassicRAG: the graph was built and paid for, then never used,
with one ERROR line per source per query as the only signal.
Rank with a local power iteration over the same row-normalized transition
matrix: undirected edges normalized per endpoint, dangling nodes
redistributed along the restart vector, and the restart vector normalized
across the nodes the subgraph actually holds so seed mass cannot leak.
Parity with networkx is asserted while scipy happens to be installed in the
test env, and the retrieval path is exercised with the import blocked.
The backend import package is now docsgpt, the name it will carry on PyPI;
application was far too generic to install into anyone's site-packages.
git mv plus a mechanical rewrite of every import, dotted string and path
reference: 734 Python files, the compose files, Dockerfile, workflows, docs,
setup scripts, devcontainer, k8s manifests, vscode config, pytest and coverage
config, .gitignore. Behaviour is unchanged.
Kept for one release:
- A top-level application package whose meta-path finder resolves
application.x.y to the already-imported docsgpt.x.y object, so old imports
and entry points (celery -A application.app.celery,
uvicorn application.asgi:asgi_app) keep working with a FutureWarning.
- Celery registers every application.* task name as an alias of its
docsgpt.* task on start-up, so messages queued by the previous release still
run. The redbeat key prefix moves to redbeat:docsgpt:v2: so schedule entries
the previous release wrote are left unread instead of firing twice.
The backend image builds from the repository root (docker build -f
docsgpt/Dockerfile .) so it can ship the alias package; a root .dockerignore
allow-lists docsgpt/ and application/ and keeps caches, local data, .env
files, the sample index files and the Dockerfile out. Compose and the image
workflows point at the new context.
Source access control
---------------------
`active_docs` is client-supplied and reached the retriever unchecked, and the
retriever queries `WHERE source_id = <id>` with no owner predicate — so any
caller could pass any source id to /stream or /api/answer and have another
tenant's documents quoted back, while /api/sources/<id>/search correctly
refused the same id. Gate it through `can_access`, the helper the guarded
endpoints already use, and filter `self.source` down to the authorized set.
Fails closed: no principal, or a check that errors, drops the source.
Three sibling paths had the same gap:
- workflow agent nodes: `AgentNodeConfig.sources` is written verbatim from
client JSON at save time and nothing validated it, so a node could name any
tenant's source. Gate against the workflow owner, so shared workflows keep
reading their owner's sources like shared agents do.
- /api/share: `_resolve_source_pg_id` resolved any id with no ownership
predicate and baked it into the agent the share creates; /api/search then
searched it. Authorize before attaching.
- search_service: re-resolve the ids stored on an agent row instead of
trusting them, so a row written by any future path with the same gap cannot
be read back.
Team grantees previously lost their source's retrieval config: the post-check
read was still owner-scoped, so it missed and fell back to defaults (an
`agentic_tool` source was bulk-prefetched for every grantee). Read unscoped
after `can_access` passes.
Retrieval
---------
`PGVectorStore._ensure_table_exists` created an IVFFlat index on the empty
table it had just created. IVFFlat computes centroids at build time, so those
centroids were random, and combined with the `source_id` post-filter a source
with hundreds of embedded chunks returned zero rows — retrieval reported no
documents, the model answered from memory, and nothing was logged. Stop
creating the index (exact search is correct and fast well past the sizes most
deployments reach); raise `ivfflat.probes` to sqrt(lists) where an index still
exists; and re-run a short indexed search exactly, since post-filtering means
no index setting can guarantee a full result. `graphrag` had the same
empty-table index with no fallback at all.
Also: bound `chunks` to 0-500 on both the request and agent paths (0 still
means "skip retrieval"), let a source's configured `retrieval.chunks` outrank
the request body, and cap ClassicRAG's per-source floor at
max(top_k, n_sources) so attaching sources cannot inflate the result set.
Silent failures
---------------
An empty retrieval was invisible to both the model and the client: the `source`
event was suppressed when the list was empty, so "searched and found nothing"
looked identical to "no source attached", and the prompt said nothing at all.
Emit the event always, and tell the model when a search ran and returned
nothing. A file that parses to nothing now fails ingest with a message naming
the cause instead of storing an embedding of the empty string. `score_threshold`
returns warnings when the active store or retriever cannot honour it.
Prompt structure
----------------
Retrieved documents move from the system prompt into the user turn, with the
injection guard restated next to them: they change every turn (defeating prefix
caching), they are third-party text that should not carry system authority, and
routing them through the query budget makes them truncatable rather than
silently crowding it out. Documents are shed lowest-ranked-first before the
question is touched.
The six chat presets (3 tones x 2 retrieval modes) differed only in their
Answering section; they are now composed from single-source fragments at load
time, not through Jinja inheritance, which would have opened a file-read
surface in the template sandbox and broken the tool-prefetch parser. Per-tool
guidance moves out of the prompt into tool schemas, so it travels with the tool
and cannot render when the tool is absent. A plain-text custom prompt is staged
as a persona value inside the skeleton instead of replacing it wholesale — it
used to silently lose the injection guard, platform block, memory and
attachments, and its braces are now inert.
Other fixes
-----------
- agents/base: an oversized system prompt drove the query budget negative and
dispatched a full-price request with an empty question; raise instead.
- llm/anthropic: migrate off the retired Text Completions API. It flattened
history to first+last message and ignored tools entirely. Adds the missing
Anthropic handler, without which every tool call was silently dropped.
- sources/upload: `sitemap` had no branch, so every sitemap ingest died on a
TypeError; `validate_url` now rejects a falsy URL cleanly.
- workflow nodes: retrieved documents never reached the node agent, so a
classic node with a source and an ordinary prompt answered "I have no
documents" while the run reported completed.
- parser/bulk: copy the metadata dict, or every chunk reports the last chunk's
token_count.
- crawler_loader: carry the page title, or citations render the whole chunk
body as the label.
Introduces a per-source config contract that makes RAG behavior strategy-dispatched instead of a single hardcoded path. Every source gains a validated JSONB config; an empty/absent config reproduces current behavior byte-for-byte, and the whole path is gated by PER_SOURCE_RETRIEVAL_ENABLED.
Foundation: sources.config JSONB column + migration 0022_source_config; SourceConfig/ChunkingConfig/RetrievalConfig pydantic models (strict on write, lenient on read); ChunkerCreator and RetrieverCreator.register registries; config threaded through the upload routes, ingest/remote/connector workers, and reingest.
Retrieval: a Dispatcher groups sources by retriever key (all-classic collapses to today's single ClassicRAG under one shared token budget; non-classic retrievers get their own instance), removing the previous single-global-retriever collapse in stream_processor. Per-source chunks, score_threshold (honored for pgvector/mongodb, safely ignored elsewhere), and rephrase_query toggle. New PATCH /api/sources/<id>/config with team-aware (effective_write_owner) authz and a requires_reingest signal.
Chunking strategies: recursive, markdown, parent_child (selectable per source; re-ingest to apply). Search exposure: per-source prefetch vs agentic_tool for agentic/research agents. Map-reduce prescreen: optional LLM relevance pre-filter implemented as a composable post-retrieval stage that wraps any retriever.
Backend and frontend (shared Retrieval options panel + edit modal) with tests; backend suite and frontend vitest green. Excludes the wiki and GraphRAG flagships.