fleet-memory/hindsight-api/hindsight_api/engine/retain/entity_labels.py
Nicolò Boschi 9b96becc5c
feat: entity labels — optional, free_values, multi_value, UI polish (#450)
* feat: entity labels

* feat: entity labels — optional, free_values, multi_value, UI polish

Completes the entity labels system:

**Schema & extraction**
- Dynamic Pydantic Labels model per fact: each group becomes a typed
  field (Literal | None, list[Literal], str | None, or list[str])
- `optional: bool` flag per group — non-optional enum fields appear in
  JSON schema required array so structured-output providers enforce them
- `free_values: bool` flag per group — accepts any LLM-generated string
  instead of a predefined enum; example values shown as hints in prompt
- New `is_label_entity()` helper for labels-only mode filtering that
  handles both enum lookup and free_values key-prefix matching
- Sentinel rejection: "None"/"null"/"n/a" strings dropped in post-processing

**BM25 / dense retrieval**
- `text_signals` column on memory_units: entity names + date tokens for
  enriched BM25 indexing without polluting stored fact text
- Dense embedding includes occurred_end when it differs from occurred_start
- Alembic migration z1u2v3w4x5y6 (merge revision fixing two heads)

**UI (bank-config-view)**
- Shadcn Switch replaces custom Toggle for both entity-labels and observations
- Shadcn Checkbox for multi/optional/free_values per group
- Input heights bumped to h-8 throughout the editor
- "Label Groups" → "Entity Labels", "Free-form entities" → "Entities"
- Free-text groups show "Example hints" banner in values section

**Tests (45 unit + 3 LLM integration)**
- build_labels_model: single, multi, mixed, free_values optional/required/multi
- is_label_entity: enum match, free_values prefix match, no false positives
- Post-processing: null/absent/string-None/free_values/sentinels/multi-value
- Schema: labels in required, structured object, no labels when unconfigured
- LLM integration: single-value enum, multi-value enum, free_values retain

**Docs**
- retain.md: new Entity Labels section covering groups, flags, examples
- configuration.md: retain_free_form_entities env var + entity_labels note

* fix(tests): update hierarchical fields count for entity_labels additions

entity_labels and retain_free_form_entities are hierarchical fields,
bumping the expected count from 11 to 13.

* fix(migration): rename text_signals revision to avoid collision with main

Main branch claimed z1u2v3w4x5y6 for observation_scopes. Rename our
text_signals migration to a2b3c4d5e6f7, chaining after z1u2v3w4x5y6.

* refactor(entity-labels): simplify free_values — always str|None, no multi

- free_values groups always produce str | None (multi_value and optional
  flags are ignored for free text groups — always optional, never multi)
- Prompt section for free_values groups shows only key + description,
  no values list (users put examples in the description instead)
- UI: section title "Entities", toggle "Free Form Entities", replace
  per-group checkboxes with a type dropdown (Enum / Free text); only
  show multi checkbox and values list when type is Enum
- Update tests to reflect new behaviour

* refactor(entity-labels): replace free_values/multi_value booleans with type field

- LabelGroup now uses type: "value" | "multi-values" | "text" instead of
  free_values/multi_value boolean pair
- Backward-compat migration converts legacy dicts automatically
- Rename retain_free_form_entities → entities_allow_free_form throughout
- Update UI dropdown to show Single value / Multi-values / Free text
- Remove separate multi checkbox (captured by type selection)
- Update docs examples and configuration.md
- Update all tests to use new field names

* fix(migration): backfill observation_scopes column for DBs with swapped z1u2v3w4x5y6

Local DBs that had z1u2v3w4x5y6 applied when it referred to the old
text_signals migration (before it was renamed to a2b3c4d5e6f7) won't have
observation_scopes in their memory_units table. This migration adds the
column with IF NOT EXISTS so it's a no-op on clean installs.

* feat(entity-labels): add tag field to auto-populate memory unit tags from labels

When a LabelGroup has tag=True, extracted key:value entities for that group
are automatically written to the memory unit's tags array. This lets entity
labels double as tags, enabling immediate filtering via the existing
tags/tags_match API params with no extra infrastructure.

- Add tag: bool = False to LabelGroup
- _inject_label_tags() helper called in both sync and batch extraction paths
- UI: add Tag checkbox per label group row
- Docs: document the new tag field
- Tests: 4 new unit tests covering all tag injection paths

* style: ruff format migration file

* fix(migration): fix multiple alembic heads after rebase — point text_signals after nullable_event_date

* fix(clients): update timestamp field to use Timestamp wrapper type after timestamp=unset feature

* style: ruff format agent.py

* fix(docs): update Go quickstart example to use NullableTimestamp for timestamp field
2026-03-02 13:05:25 +01:00

194 lines
6.3 KiB
Python

"""
Entity labels models and helpers for retain pipeline.
Defines a controlled vocabulary of key:value classification labels
(e.g., 'pedagogy:scaffolding', 'interest:active') that are extracted
at retain time and stored as entities.
"""
from typing import Literal
from pydantic import BaseModel, Field, create_model
class LabelValue(BaseModel):
"""A single allowed value for a label group."""
value: str
description: str = ""
class LabelGroup(BaseModel):
"""A label group (dimension) with its type and allowed values."""
key: str
description: str = ""
type: Literal["value", "multi-values", "text"] = "value"
optional: bool = True
tag: bool = False
values: list[LabelValue] = []
class EntityLabelsConfig(BaseModel):
"""Entity labels configuration for a bank (controlled vocabulary)."""
attributes: list[LabelGroup] = []
def parse_entity_labels(raw: dict | list | None) -> EntityLabelsConfig | None:
"""
Parse raw entity labels config into EntityLabelsConfig.
Accepts:
- None → returns None
- list → list of attribute dicts (each may use legacy free_values/multi_value or new type field)
- dict → {attributes: [...]}
Legacy migration (backward-compat):
- free_values=True → type="text"
- multi_value=True → type="multi-values"
- neither / free_values=False → type="value"
Args:
raw: Raw entity labels config from bank config
Returns:
EntityLabelsConfig or None if raw is None/empty
"""
if raw is None:
return None
if isinstance(raw, list):
if not raw:
return None
attributes = [LabelGroup.model_validate(_migrate_label_group(a)) for a in raw]
return EntityLabelsConfig(attributes=attributes)
if isinstance(raw, dict):
attrs_raw = raw.get("attributes", [])
if not attrs_raw:
return None
attributes = [LabelGroup.model_validate(_migrate_label_group(a)) for a in attrs_raw]
return EntityLabelsConfig(attributes=attributes)
return None
def _migrate_label_group(raw: dict) -> dict:
"""Migrate legacy free_values/multi_value fields to the new type field."""
if not isinstance(raw, dict) or "type" in raw:
return raw
patched = dict(raw)
if patched.get("free_values"):
patched["type"] = "text"
elif patched.get("multi_value"):
patched["type"] = "multi-values"
else:
patched["type"] = "value"
# Remove legacy keys so Pydantic doesn't error on unknown fields
patched.pop("free_values", None)
patched.pop("multi_value", None)
return patched
def build_labels_model(labels_cfg: EntityLabelsConfig) -> type[BaseModel] | None:
"""
Build a dynamic Pydantic model for structured label extraction.
Each LabelGroup becomes a typed field based on its type:
- type="text" → str | None (always optional)
- type="value", optional=True → Literal["v1","v2"] | None
- type="value", optional=False → Literal["v1","v2"] (required)
- type="multi-values" → list[Literal["v1","v2"]]
Args:
labels_cfg: Parsed EntityLabelsConfig
Returns:
Dynamic Pydantic model class, or None if no groups defined
"""
fields: dict = {}
for group in labels_cfg.attributes:
if not group.key:
continue
description = group.description or group.key
if group.type == "text":
# Free-form: any string value accepted, always optional
fields[group.key] = (str | None, Field(default=None, description=description))
else:
# Enum-constrained: must have defined values
if not group.values:
continue
values = tuple(v.value for v in group.values if v.value)
if not values:
continue
# Literal[("v1", "v2")] is equivalent to Literal["v1", "v2"] in Python 3.11+
literal_type = Literal[values] # type: ignore[valid-type]
if group.type == "multi-values":
fields[group.key] = (
list[literal_type], # type: ignore[valid-type]
Field(default_factory=list, description=description),
)
elif group.optional:
fields[group.key] = (
literal_type | None, # type: ignore[valid-type]
Field(default=None, description=description),
)
else:
fields[group.key] = (
literal_type, # type: ignore[valid-type]
Field(description=description),
)
if not fields:
return None
return create_model("Labels", **fields)
def is_label_entity(text: str, labels_cfg: EntityLabelsConfig, labels_lookup: set[str]) -> bool:
"""
Return True if entity text belongs to any configured label group.
For enum groups: checks the pre-built lookup set.
For text groups: checks that the text starts with a known key prefix.
"""
if text.lower() in labels_lookup:
return True
for group in labels_cfg.attributes:
if group.type == "text" and group.key and text.lower().startswith(f"{group.key.lower()}:"):
return True
return False
def build_labels_lookup(labels_cfg: EntityLabelsConfig | list | None) -> set[str]:
"""
Build a set of valid 'key:value' label strings (lowercase) for fast lookup.
Accepts either EntityLabelsConfig or raw list/None for backwards compatibility.
Args:
labels_cfg: EntityLabelsConfig, raw list of attribute dicts, or None
Returns:
Set of lowercase 'key:value' strings
"""
if labels_cfg is None:
return set()
# Accept raw list/dict for backwards compatibility
if not isinstance(labels_cfg, EntityLabelsConfig):
parsed = parse_entity_labels(labels_cfg)
if parsed is None:
return set()
labels_cfg = parsed
valid = set()
for group in labels_cfg.attributes:
if group.type == "text":
continue # No fixed vocabulary — all values accepted in post-processing
for v in group.values:
if group.key and v.value:
valid.add(f"{group.key}:{v.value}".lower())
return valid