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Rename ontology doc, fix TODO staleness, add suggest_questions + stream-triage-by-graph-relevance - #106

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Rename ontology doc, fix TODO staleness, add suggest_questions + stream-triage-by-graph-relevance#106
CServinL wants to merge 8 commits into
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rename-ontologia-doc

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@CServinL CServinL commented Sep 11, 2026

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Bundles several small/medium pending items together on this branch (user's call, to avoid micro-PRs) rather than as separate PRs:

  1. Rename docs/ontologia.mddocs/ontology.md — English-only in a public repo; the content was always English, just the filename was Spanish. Every reference updated across concept docs, TODO.md, ADR-017, .claude/CLAUDE.md, and vault_models.py's CitedClaimNode docstring; regenerated the 3 committed JSON schemas that embed that docstring.

  2. TODO.md staleness fixgod_nodes/surprising_connections/expand_node/read_source/per-section extraction were all still marked [ ]/"not built yet" despite shipping in PR Add knowledge-graph retrieval tools: expand_node, god_nodes, surprising_connections, authors, vault_health, timeline, read_source #104.

  3. Phase B, increment 2 — suggest_questions chat tool. Same 4-layer pattern god_nodes/surprising_connections already use (kg_queries.suggest_questionsKnowledgeGraphService cache → kg_app.py route + client → chat_tools ToolSpec/handler). Phrases a grounded question per RelatesTo edge, deduped by entity pair, capped at one question per source_file before filling remaining slots — so no single document crowds out the rest.

  4. Phase B, increment 3 — stream triage by graph relevance (lightweight design). A pure text-overlap score (KnowledgeGraphService.graph_relevance, backed by a cached distinct_entity_labels() scan) against entity labels already extracted into the knowledge graph — no stream/Zotero content is ever indexed into Kùzu, keeping docs/concepts/stream.md's stated "streams shouldn't pollute the knowledge graph" boundary intact. New GET /zotero/items/relevance endpoint scores and sorts the existing item listing; a new "Sort: Relevance" toggle in the Zotero browser panel calls it and renders a small match-count badge per item.

  5. Phase B's 4th increment, cross-chat entity linking, is explicitly deferred to its own session — it has no prior design anywhere in the repo and would require either extending KG entity extraction to chat content (reversing the deliberate "chats are not sources" decision) or inventing a new chat-scoped entity concept, on top of the cross-chat RECALL mechanism that already does topical-similarity search across chats.

Full suite: 1351 passed. UI build clean. Every new test confirmed red on pre-change code before the fix.

English-only in a public repo (the file's content was always English --
just the filename was Spanish). Updated every reference across concept
docs, TODO.md, ADR-017, .claude/CLAUDE.md, and vault_models.py's
CitedClaimNode docstring; regenerated the 3 committed JSON schemas that
embed that docstring.

Full suite 1290 passed (this branch's baseline, off main).
Per-section extraction, god_nodes, surprising_connections, expand_node,
and the get_full_text/read_source bounded-excerpt case were all still
marked '[ ]'/'not built yet' despite shipping in PR #104. Only
suggest_questions and the consultation-sub-agent redesign remain
genuinely unbuilt -- narrowed the framing to just those.
…h-relevance

Phase B, increments 2 and 3 of 4 (Toulmin shipped in #105; cross-chat
entity linking deferred to its own session -- see the plan discussion).

suggest_questions: same 4-layer pattern as god_nodes/surprising_connections
(kg_queries.suggest_questions -> KnowledgeGraphService cache -> kg_app.py
route + client -> chat_tools ToolSpec/handler). Phrases a grounded
question per RelatesTo edge, deduped by entity pair, capped at one
question per source_file before filling remaining slots.

Stream triage: a lightweight text-overlap score (KnowledgeGraphService.
graph_relevance, backed by a cached distinct_entity_labels() scan) against
already-extracted KG entity labels -- no stream/Zotero content is ever
indexed into Kùzu, keeping docs/concepts/stream.md's stated boundary
intact. New GET /zotero/items/relevance endpoint scores and sorts the
existing item listing; a new UI toggle in the Zotero browser panel calls
it and renders a small match-count badge.

Both the new /graph_relevance route (directly reachable on the kg worker)
and its zotero_routes.py caller share one bound (kg_queries.
GRAPH_RELEVANCE_MAX_TEXTS/_MAX_TEXT_LENGTH) rather than two literals that
would drift.

TODO.md's now-fully-shipped tool list corrected; docs/concepts/
zotero-item.md documents the new endpoint and its relationship to
stream.md's KG-pollution boundary.
@CServinL CServinL changed the title Rename docs/ontologia.md to docs/ontology.md Rename ontology doc, fix TODO staleness, add suggest_questions + stream-triage-by-graph-relevance Sep 12, 2026
…view

graph_relevance() used a bare substring check with no word-boundary --
any short entity label ("AI", "US", "ROC") matched inside an
unrelated longer word ("explain", "custom", "process"). Switched to
compiled word-boundary regex, precomputed once per call instead of once
per text (also fixes an O(texts x labels) re-lowering cost). Also
dedupes case-variant labels ("Neural Networks"/"neural networks" from
two different documents) so one concept isn't double-counted.

suggest_questions() deduped by entity id, not label -- despite
surprising_connections() two functions above it existing specifically
because same-document-scoped ids mean the same real-world concept pair
gets a different id per document. The same question text came out once
per paper discussing it, not once total. Fixed to dedupe by normalised
label pair, same as surprising_connections already does.

None of this was caught by the original test suite or self-audit,
because every original test was shaped like the code's own assumptions
(small single-label fixtures, whole-word test strings, single-document
fixtures) -- confirming internal consistency, not correctness. Pattern
persisted to the review checklist.
…abels

The previous fix for the substring false-positive bug switched to plain
\b word-boundary regex -- but \b requires a \w/\W transition, so it
silently fails to match any label that itself starts or ends with
punctuation: ".NET", "Ph.D.", "C++", "e.g.", "U.S." never
matched even when the text said them verbatim. Switched to
(?<!\w)...(?!\w), which asserts "not adjacent to a word character"
regardless of what the label's own edge characters are.

Caught by deliberately probing the fix's own edges in a second
adversarial pass, not by the tests written alongside the first fix --
persisted to the checklist as its own lesson: fixing one instance of
"tests shaped like my own assumptions" doesn't fix the habit.
Confidence + degree (moderate weight, DEGREE_WEIGHT=0.15 via log1p so a
mega-hub can't drown out a confident edge between two obscure entities),
per user's decision after weighing options. Both signals were already
extracted per-edge/entity data, unused by this tool despite
surprising_connections ranking by the same confidence_score field two
functions above it.

The one-per-document diversity guarantee is preserved deliberately: the
guaranteed-slot selection (each document's best-ranked edge) and the
leftover fill are ranked independently and never re-sorted together --
doing so would let a document with many high-ranked edges push a
document with exactly one modestly-ranked edge out of the result
entirely.

Two of the three new tests initially passed on both old and new code for
unrelated reasons (insertion-order coincidence; a guarantee that was
never actually at risk from that test's shape) -- caught by checking
each test against a plausible wrong alternative, not just against
pre-fix history. Persisted as its own checklist lesson.
…indings

1. suggest_questions() deduped cross-document concept pairs during the
   raw scan, before ranking existed -- whichever document Kùzu visited
   first won the slot regardless of confidence_score, contradicting the
   function's own docstring. Fixed: score every row first, then dedupe by
   keeping each pair's best-ranked row.

2. _upsert() wrote confidence_score/weight via `e.get(k, default) or
   default` -- 0.0 is falsy in Python, so a genuinely-zero score was
   laundered into 0.5 (or 1.0 for weight) before it was ever persisted.
   This defeated the ranking fix above at the write side; proven by a
   test that failed even after the read-side default was fixed correctly.

3. suggest_questions()' degree count didn't exclude self-loops -- a
   self-referential edge is emitted twice by the undirected scan with the
   same id on both ends, inflating that entity's degree by +2 for zero
   real connectivity.

4. zotero_items_relevance() interpolated item.title with no None-guard,
   unlike item.abstract_note on the same line -- a titleless item scored
   the literal string "None" against KG entity labels.

5. graph_relevance() recompiled every cached label's regex from scratch
   on every call; a caller can invoke it several times per page load
   (one call per item batch). Patterns are now precompiled once per
   _refresh_entity_labels() cycle instead.

Rejected as unverified: a claimed whitespace-run dedup gap in label
matching (doesn't reproduce -- two label variants with different
internal whitespace can't both match the same single occurrence of
text); a claim that docs/diagrams weren't regenerated (verified false,
zero diff, no diagram source references any of the new tool names).

Persisted as new checklist items: ranking added after a filter existed
means every pre-existing filter needs re-auditing for order-dependence;
a falsy-default fix on one side of a field (read) doesn't cover the
other side (write) of the same bug.
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