project-nomad/admin/tests/unit/kb_ingest_decision.spec.ts
chriscrosstalk 8eb8809154 feat(KB): Always/Manual ingest policy toggle (RFC #883 §1/§4) (#894)
* feat(KB): per-file ingest state machine (Phase 1 of RFC #883)

Adds a persistent state machine for AI knowledge-base ingestion so the
scanner can distinguish "fully indexed", "user opted out", "failed", and
"stalled" from each other — none of which were derivable from the prior
binary "any chunks in Qdrant ⇒ embedded" check.

## What lands

- New table `kb_ingest_state` keyed by `file_path` with enum state column
  (`pending_decision | indexed | browse_only | failed | stalled`).
  Independent of `installed_resources` so it covers both curated downloads
  and manually-uploaded KB files.
- New KV key `rag.defaultIngestPolicy` (string: `Always | Manual`).
  Registered now but not consumed yet — JIT prompt + wizard step land in
  Phase 3 of the RFC.
- `EmbedFileJob.handle` writes state on terminal outcomes:
  - Success (final batch) → `indexed` + chunks count
  - `UnrecoverableError` → `failed` + error message
  - Retryable errors are left to BullMQ's existing retry path
- `scanAndSyncStorage` swaps the binary qdrant check for a state-aware
  decision tree (see `decideScanAction`). Existing installs auto-backfill
  on first scan: files with chunks in Qdrant but no state row become
  `indexed`; new files start as `pending_decision`.
- `deleteFileBySource` drops the state row last, so removed files
  disappear entirely instead of leaving an orphan that the next scan
  would re-dispatch into nothing.

## What does NOT land here

- Ratio registry (separate PR) — needed for partial-stall detection and
  cost estimates, but a separable concern.
- #880 follow-up initial-progress anchor (separate tiny PR).
- Phase 2 UI (status pill, per-card actions, conditional warnings).
- Phase 3 policy surfaces (wizard step, JIT prompt, guardrail modal).
- PR #886's bulk-action hookup — `_deletePointsBySource` / Re-embed All
  / Reset & Rebuild would also want to set state, but #886 isn't merged
  yet; that wiring goes in a follow-up once #886 lands.

## Target

This is forward work for v1.40.0 (RFC #883). Branching off `rc` because
that's the current latest base and post-GA Jake will sync rc→dev; a
retarget at PR-open time is a fast-forward if requested.

## Tests

- 9 new unit tests for `decideScanAction` covering all five states plus
  the no-row / chunks-present / chunks-missing combinations
- Type-check clean
- Smoke-tested end-to-end on NOMAD3 via hot-patch:
  - Backfill: 5 ZIMs + 2 KB uploads with existing chunks in Qdrant all
    came back `indexed` on first scan
  - Pending dispatch: a video-only ZIM with no chunks (`lrnselfreliance`)
    came back `pending_decision` and was correctly re-dispatched (Bull
    deduped to its historical `:completed` jobId — bgauger's #886 fix
    drains that)
  - Delete hook: deleting a KB upload via `DELETE /api/rag/files`
    removed both the disk file and the state row

* feat(KB): Always/Manual ingest policy toggle (RFC #883 §1/§4)

Activates the `rag.defaultIngestPolicy` KV registered in Phase 1
(#888) so users on a fresh install (or anyone who picks Manual mode)
no longer get every new ZIM auto-dispatched to the embed pipeline.

## Stacks on #888

This PR's base is `feat/kb-ingest-state-machine` (#888). The state
machine has to be in place for the decision function to be policy-aware;
GitHub will fast-forward the base to `rc` once #888 merges.

## Backend changes

- `decideScanAction` now takes a `policy: 'Always' | 'Manual'` argument
  (defaults to `Always` for backward compatibility).
- New `ScanAction` kind: `create_pending`. Manual mode records that the
  scanner has seen a new file (so the UI can surface a per-card Index
  affordance later) without dispatching an EmbedFileJob.
- `scanAndSyncStorage` reads the KV and passes it through. The scan-result
  log line now includes the active policy and a `waiting on user` count
  for Manual-mode hits.
- `rag.defaultIngestPolicy` added to `SETTINGS_KEYS` so it's reachable
  through the existing `GET/PATCH /api/system/settings` surface — no new
  endpoint.

## Frontend changes

- New section in the KB panel between "Why upload" and "Processing Queue":
  "Auto-index new content for AI? [Always | Manual]" — segmented radio
  with copy explaining the 5-10× disk multiplier. Default Always.
- `useQuery('ingestPolicy')` reads the current value; clicking the
  inactive option mutates and shows a notification confirming the new
  behavior.

## Tests

- 14 unit tests on `decideScanAction` (was 9) — split into Always-mode
  cases (preserves Phase 1's contract) and Manual-mode cases
  (`create_pending`, `pending_decision → skip`, etc.).
- Type-check clean.
- Hot-patch + browser verification deferred until #888 lands; the state
  machine smoke-tested cleanly on NOMAD3 in #888's PR, and this PR's
  decision-tree changes are exhaustively unit-tested.

## RFC open question §3 — policy-change re-trigger

Switching Manual → Always doesn't auto-dispatch existing `pending_decision`
rows immediately. The next scan re-evaluates and dispatches them under
the new policy. This matches the RFC's "treat the switch as I've-
thought-about-it" instinct for the guardrail; full guardrail
implementation lands in Phase 3 task 14.

---------

Co-authored-by: Jake Turner <52841588+jakeaturner@users.noreply.github.com>
2026-05-20 10:16:00 -07:00

83 lines
3.1 KiB
TypeScript

import * as assert from 'node:assert/strict'
import { test } from 'node:test'
import { decideScanAction } from '../../app/utils/kb_ingest_decision.js'
// ---------- Always-policy cases (default behavior; preserves pre-policy install) ----------
test('Always: no state row, no chunks → dispatch and create row (new file)', () => {
assert.deepEqual(decideScanAction(null, false, 'Always'), {
kind: 'dispatch',
createStateRow: true,
})
})
test('Always: no state row, chunks present → backfill_indexed (pre-RFC install, existing Qdrant volume)', () => {
assert.deepEqual(decideScanAction(null, true, 'Always'), { kind: 'backfill_indexed' })
})
test('Always: indexed + chunks present → skip', () => {
assert.deepEqual(decideScanAction({ state: 'indexed' }, true, 'Always'), { kind: 'skip' })
})
test('Always: indexed + chunks missing → re-dispatch (Qdrant collection rebuilt or chunks deleted)', () => {
assert.deepEqual(decideScanAction({ state: 'indexed' }, false, 'Always'), {
kind: 'dispatch',
createStateRow: false,
})
})
test('Always: pending_decision → dispatch', () => {
assert.deepEqual(decideScanAction({ state: 'pending_decision' }, false, 'Always'), {
kind: 'dispatch',
createStateRow: false,
})
})
test('Always: browse_only → skip (user opted out of indexing)', () => {
assert.deepEqual(decideScanAction({ state: 'browse_only' }, false, 'Always'), { kind: 'skip' })
})
test('Always: failed → skip (manual retry needed, do not auto-redispatch)', () => {
assert.deepEqual(decideScanAction({ state: 'failed' }, false, 'Always'), { kind: 'skip' })
})
test('Always: stalled → skip (manual retry needed)', () => {
assert.deepEqual(decideScanAction({ state: 'stalled' }, false, 'Always'), { kind: 'skip' })
})
// ---------- Manual-policy cases ----------
test('Manual: no state row, no chunks → create_pending (do not auto-dispatch new content)', () => {
assert.deepEqual(decideScanAction(null, false, 'Manual'), { kind: 'create_pending' })
})
test('Manual: no state row, chunks present → backfill_indexed (same as Always — Qdrant is authoritative)', () => {
assert.deepEqual(decideScanAction(null, true, 'Manual'), { kind: 'backfill_indexed' })
})
test('Manual: pending_decision → skip (waiting for user to opt in via Index button)', () => {
assert.deepEqual(decideScanAction({ state: 'pending_decision' }, false, 'Manual'), {
kind: 'skip',
})
})
test('Manual: indexed + chunks missing → re-dispatch (user has already opted in for this file)', () => {
// Policy switch from Always→Manual must not break in-flight or partially-deleted indexes
// for files the user previously chose to index.
assert.deepEqual(decideScanAction({ state: 'indexed' }, false, 'Manual'), {
kind: 'dispatch',
createStateRow: false,
})
})
test('Manual: browse_only → skip (same as Always)', () => {
assert.deepEqual(decideScanAction({ state: 'browse_only' }, false, 'Manual'), { kind: 'skip' })
})
// ---------- Policy default ----------
test('omitted policy defaults to Always (unset KV preserves legacy behavior)', () => {
assert.deepEqual(decideScanAction(null, false), { kind: 'dispatch', createStateRow: true })
})