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.
Each in-flight (or stuck) embedding job gets a colored health pill,
relative-activity timestamp, and chunk counter so users can tell at a
glance whether ingestion is making progress.
## Health states
- **🟢 Active** — last batch < 2 min ago
- **🟡 Slow** — last batch 2-5 min ago (CPU-paced multi-batch ingestion
lives here naturally; not always a problem)
- **🔴 Stalled** — last batch > 5 min ago (likely real problem)
- **⚪ Waiting** — queued, no batch started yet
- **🔴 Failed** — job recorded failed status
## What lands
- New backend util `kb_job_health.ts` with pure `computeJobHealth(input)`
decision function. Time-based thresholds (2 min / 5 min) inlined as
constants. 9 unit tests pin the boundaries.
- `EmbedJobWithProgress` gains `lastBatchAt`, `startedAt`, `chunks` —
already set by `EmbedFileJob.handle` on every batch transition, just
not previously surfaced through `listActiveJobs`.
- Frontend `kb_job_health_display.ts` maps each status to a Tailwind
dot color, label, and aria-label so backend and UI stay in sync.
- `ActiveEmbedJobs.tsx` renders the pill, "last activity Xs ago", and
chunk counter above each progress bar. Adds a manual Refresh button
and "Last updated Xs ago" line — the existing 2s/30s auto-poll
cadence in `useEmbedJobs` is left intact.
- Live tick at 5s keeps the relative timestamps current without
re-fetching from the API.
## Not in scope
- Per-card Cancel / Retry / Un-index — separate Phase 2 PR
- Conditional warnings A/B/C — separate Phase 2 PR
- Computing throughput rate (chunks/min) — needs ratio registry consumer
(Phase 2 follow-up); for now the pill answers the "is it stuck?"
question directly without a rate estimate.
Project NOMAD's bundled docs (`/app/docs/*.md` and `README.md`) each
embed as their own KB source — currently rendering as 12+ individual
rows that swamp user-uploaded content in the Stored Files table.
Collapse them into one informational row:
> Project NOMAD documentation · 12 files · Managed by NOMAD
The admin-docs row hides the Delete button (those files would be
re-embedded on the next sync anyway, so deleting is a footgun). User
uploads and ZIMs keep their existing per-row Delete UX.
Also adds deterministic sort: ZIMs → user uploads → admin docs → other,
alphabetical within each bucket. Pure frontend change — `/api/rag/files`
response shape unchanged.
Decision logic extracted to `kb_file_grouping.ts` with 9 unit tests
covering bucket classification, sort order, count noun pluralization,
and empty-input handling.
Foundation for the cost estimates and partial-stall detection that
Phase 2 will surface. No consumers yet — this PR just lays the table,
the seed rows, and the lookup helper so subsequent UI work has
estimates available without a per-ZIM benchmark.
## What lands
- New table `kb_ratio_registry` (pattern, chunks_per_mb, sample_count,
notes). Migration creates and seeds heuristic defaults from the RFC
appendix: devdocs (1100/MB), Wikipedia variants (270/MB), iFixit
(50/MB), Stack Exchange Q&A (200/MB), video-only ZIMs (0), plus a
catch-all fallback at 100/MB.
- `KbRatioRegistry` model with static `lookup()` and `estimateChunks()`.
- Pure helper `kb_ratio_lookup.ts` doing longest-prefix-match — a
specific entry (`wikipedia_en_simple_`) overrides a broader one
(`wikipedia_en_`). 9 unit tests covering the lookup boundary.
- `sample_count` starts at 0 (heuristic seed) and is reserved for
Phase 4 self-calibration to increment as observed ZIMs update each row.
## Not in scope
- Self-calibration on successful ingestion (Phase 4)
- UI consumers — Warning B (partial-embed stall) and the storage budget
meter / time estimates land in Phase 2.
## Tested
- Type-check clean
- 9 unit tests pass for `findChunksPerMb` and `estimateChunkCount`
- Migration applied on NOMAD3 via hot-patch; 9 seed rows verified in DB
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
onWikipediaDownloadComplete was deleting every file whose name starts
with `wikipedia_en_`, treating distinct corpora (simple, medicine,
wikivoyage, climate_change, etc.) as competing versions of the same
selection slot. Whichever wiki finished second silently wiped the
other from disk.
Match by filename stem instead — strip the trailing `_YYYY-MM(-DD).zim`
date suffix and only delete files with the same stem as the new
download. Different release dates of the same variant still get cleaned
up; distinct variants are preserved.
Extracted the predicate to `app/utils/zim_filename.ts` so the boundary
is covered by unit tests (8 cases incl. the #884 repro scenario).
Chris Sherwood
Ryanba
Jake Turner