From b4d4577a70e37ad7b50fadbeb0c1012bf04cda60 Mon Sep 17 00:00:00 2001 From: dbarkowsky Date: Wed, 20 May 2026 09:42:22 -0700 Subject: [PATCH 01/66] simple error page --- .../frontend/src/components/ErrorBoundary.tsx | 67 +++++++++++++++++++ apps/frontend/src/components/index.ts | 1 + apps/frontend/src/main.tsx | 7 +- 3 files changed, 73 insertions(+), 2 deletions(-) create mode 100644 apps/frontend/src/components/ErrorBoundary.tsx diff --git a/apps/frontend/src/components/ErrorBoundary.tsx b/apps/frontend/src/components/ErrorBoundary.tsx new file mode 100644 index 000000000..14e069d21 --- /dev/null +++ b/apps/frontend/src/components/ErrorBoundary.tsx @@ -0,0 +1,67 @@ +import { Button, Center, Stack, Text, Title } from "@mantine/core"; +import { Component, type ErrorInfo, type ReactNode } from "react"; + +interface ErrorBoundaryProps { + children: ReactNode; +} + +interface ErrorBoundaryState { + hasError: boolean; + retryCount: number; +} + +const MAX_RETRIES = 3; + +/** + * React error boundary that catches unhandled errors in the component tree, + * displays a user-friendly message, and silently logs the error to the console. + * After exceeding the retry limit, redirects the user to the home page. + */ +export class ErrorBoundary extends Component< + ErrorBoundaryProps, + ErrorBoundaryState +> { + constructor(props: ErrorBoundaryProps) { + super(props); + this.state = { hasError: false, retryCount: 0 }; + } + + static getDerivedStateFromError(): Partial { + return { hasError: true }; + } + + componentDidCatch(error: Error, info: ErrorInfo): void { + console.error("An unexpected error occurred:", error, info.componentStack); + } + + handleReset = (): void => { + const nextCount = this.state.retryCount + 1; + if (nextCount >= MAX_RETRIES) { + window.location.href = "/"; + return; + } + this.setState({ hasError: false, retryCount: nextCount }); + }; + + render(): ReactNode { + if (this.state.hasError) { + const attemptsLeft = MAX_RETRIES - this.state.retryCount; + return ( +
+ + Something went wrong + + An unexpected error occurred. Please try again or contact support + if the problem persists. + + + +
+ ); + } + + return this.props.children; + } +} diff --git a/apps/frontend/src/components/index.ts b/apps/frontend/src/components/index.ts index 1978a7291..7b327555c 100644 --- a/apps/frontend/src/components/index.ts +++ b/apps/frontend/src/components/index.ts @@ -1,5 +1,6 @@ // Component exports export { DocumentsList } from "./DocumentsList"; +export { ErrorBoundary } from "./ErrorBoundary"; export { HelloWorld } from "./HelloWorld"; export { Login } from "./Login"; diff --git a/apps/frontend/src/main.tsx b/apps/frontend/src/main.tsx index c9e90d249..4ebfff531 100644 --- a/apps/frontend/src/main.tsx +++ b/apps/frontend/src/main.tsx @@ -9,6 +9,7 @@ import { queryClient } from "./data/queryClient"; import "@mantine/core/styles.css"; import "@mantine/notifications/styles.css"; import App from "./App"; +import { ErrorBoundary } from "./components"; createRoot(document.getElementById("root")!).render( @@ -16,8 +17,10 @@ createRoot(document.getElementById("root")!).render( - - + + + + From 8adf28234ac24ddcd528bf6e68fec1d270e2cc07 Mon Sep 17 00:00:00 2001 From: dbarkowsky Date: Wed, 20 May 2026 09:59:09 -0700 Subject: [PATCH 02/66] send error to backend for logging --- .../logging/client-error.controller.spec.ts | 83 +++++++++++++++++++ .../src/logging/client-error.controller.ts | 48 +++++++++++ .../src/logging/dto/client-error.dto.ts | 47 +++++++++++ .../src/logging/logging.module.ts | 2 + .../frontend/src/components/ErrorBoundary.tsx | 13 ++- 5 files changed, 190 insertions(+), 3 deletions(-) create mode 100644 apps/backend-services/src/logging/client-error.controller.spec.ts create mode 100644 apps/backend-services/src/logging/client-error.controller.ts create mode 100644 apps/backend-services/src/logging/dto/client-error.dto.ts diff --git a/apps/backend-services/src/logging/client-error.controller.spec.ts b/apps/backend-services/src/logging/client-error.controller.spec.ts new file mode 100644 index 000000000..809bbbec8 --- /dev/null +++ b/apps/backend-services/src/logging/client-error.controller.spec.ts @@ -0,0 +1,83 @@ +import { Test, TestingModule } from "@nestjs/testing"; +import { AppLoggerService } from "./app-logger.service"; +import { ClientErrorController } from "./client-error.controller"; +import { ClientErrorDto } from "./dto/client-error.dto"; + +describe("ClientErrorController", () => { + let controller: ClientErrorController; + let logger: AppLoggerService; + + const mockLogger = { + error: jest.fn(), + }; + + beforeEach(async () => { + jest.clearAllMocks(); + + const module: TestingModule = await Test.createTestingModule({ + controllers: [ClientErrorController], + providers: [ + { + provide: AppLoggerService, + useValue: mockLogger, + }, + ], + }).compile(); + + controller = module.get(ClientErrorController); + logger = module.get(AppLoggerService); + }); + + describe("reportClientError", () => { + it("should log the error message and return received: true", () => { + const dto: ClientErrorDto = { message: "Something broke" }; + + const result = controller.reportClientError(dto); + + expect(result).toEqual({ received: true }); + expect(logger.error).toHaveBeenCalledWith( + "Client-side error reported", + expect.objectContaining({ errorMessage: "Something broke" }), + ); + }); + + it("should include all optional fields in log context when provided", () => { + const dto: ClientErrorDto = { + message: "Render error", + componentStack: " at MyComponent\n at App", + errorStack: "Error: Render error\n at MyComponent (index.js:10:5)", + url: "https://example.com/queue", + userAgent: "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7)", + }; + + controller.reportClientError(dto); + + expect(logger.error).toHaveBeenCalledWith( + "Client-side error reported", + expect.objectContaining({ + errorMessage: "Render error", + componentStack: dto.componentStack, + errorStack: dto.errorStack, + url: dto.url, + userAgent: dto.userAgent, + }), + ); + }); + + it("should omit optional fields from log context when not provided", () => { + const dto: ClientErrorDto = { message: "Error without extras" }; + + controller.reportClientError(dto); + + expect(logger.error).toHaveBeenCalledWith( + "Client-side error reported", + expect.not.objectContaining({ + componentStack: expect.anything(), + errorStack: expect.anything(), + url: expect.anything(), + userAgent: expect.anything(), + }), + ); + }); + }); +}); diff --git a/apps/backend-services/src/logging/client-error.controller.ts b/apps/backend-services/src/logging/client-error.controller.ts new file mode 100644 index 000000000..347fdc195 --- /dev/null +++ b/apps/backend-services/src/logging/client-error.controller.ts @@ -0,0 +1,48 @@ +import { Body, Controller, HttpCode, HttpStatus, Post } from "@nestjs/common"; +import { + ApiOkResponse, + ApiOperation, + ApiTags, + ApiUnauthorizedResponse, +} from "@nestjs/swagger"; +import { Identity } from "@/auth/identity.decorator"; +import { AppLoggerService } from "./app-logger.service"; +import { ClientErrorDto, ClientErrorResponseDto } from "./dto/client-error.dto"; + +/** + * Receives client-side errors reported by the frontend ErrorBoundary and + * writes them to the structured application log so they appear in Loki. + */ +@ApiTags("Logging") +@Controller("api/client-errors") +export class ClientErrorController { + constructor(private readonly logger: AppLoggerService) {} + + /** + * Report a client-side error caught by the frontend ErrorBoundary. + */ + @Post() + @HttpCode(HttpStatus.OK) + @Identity() + @ApiOperation({ + summary: "Report a client-side error", + description: + "Accepts an error caught by the React ErrorBoundary and logs it server-side so it is captured by the structured logging pipeline.", + }) + @ApiOkResponse({ + description: "Error received and logged", + type: ClientErrorResponseDto, + }) + @ApiUnauthorizedResponse({ description: "Not authenticated" }) + reportClientError(@Body() dto: ClientErrorDto): ClientErrorResponseDto { + this.logger.error("Client-side error reported", { + errorMessage: dto.message, + ...(dto.componentStack && { componentStack: dto.componentStack }), + ...(dto.errorStack && { errorStack: dto.errorStack }), + ...(dto.url && { url: dto.url }), + ...(dto.userAgent && { userAgent: dto.userAgent }), + }); + + return { received: true }; + } +} diff --git a/apps/backend-services/src/logging/dto/client-error.dto.ts b/apps/backend-services/src/logging/dto/client-error.dto.ts new file mode 100644 index 000000000..a77f0f568 --- /dev/null +++ b/apps/backend-services/src/logging/dto/client-error.dto.ts @@ -0,0 +1,47 @@ +import { ApiProperty, ApiPropertyOptional } from "@nestjs/swagger"; +import { IsOptional, IsString } from "class-validator"; + +/** + * DTO representing a client-side error reported by the frontend ErrorBoundary. + */ +export class ClientErrorDto { + @ApiProperty({ description: "Error message from the thrown Error object" }) + @IsString() + message!: string; + + @ApiPropertyOptional({ + description: "React component stack trace from ErrorInfo", + }) + @IsOptional() + @IsString() + componentStack?: string; + + @ApiPropertyOptional({ + description: "JavaScript error stack trace from the Error object", + }) + @IsOptional() + @IsString() + errorStack?: string; + + @ApiPropertyOptional({ + description: "Browser URL where the error occurred (window.location.href)", + }) + @IsOptional() + @IsString() + url?: string; + + @ApiPropertyOptional({ + description: "Browser user agent string (navigator.userAgent)", + }) + @IsOptional() + @IsString() + userAgent?: string; +} + +/** + * Response DTO returned after a client error is accepted. + */ +export class ClientErrorResponseDto { + @ApiProperty({ description: "Indicates the error was received successfully" }) + received!: boolean; +} diff --git a/apps/backend-services/src/logging/logging.module.ts b/apps/backend-services/src/logging/logging.module.ts index 226dbe355..db3b02c9a 100644 --- a/apps/backend-services/src/logging/logging.module.ts +++ b/apps/backend-services/src/logging/logging.module.ts @@ -2,12 +2,14 @@ import { Global, Module, type NestModule } from "@nestjs/common"; import { APP_INTERCEPTOR } from "@nestjs/core"; import { MetricsModule } from "@/metrics/metrics.module"; import { AppLoggerService } from "./app-logger.service"; +import { ClientErrorController } from "./client-error.controller"; import { LoggingMiddleware } from "./logging.middleware"; import { RequestLoggingInterceptor } from "./request-logging.interceptor"; @Global() @Module({ imports: [MetricsModule], + controllers: [ClientErrorController], providers: [ AppLoggerService, LoggingMiddleware, diff --git a/apps/frontend/src/components/ErrorBoundary.tsx b/apps/frontend/src/components/ErrorBoundary.tsx index 14e069d21..d12db2c54 100644 --- a/apps/frontend/src/components/ErrorBoundary.tsx +++ b/apps/frontend/src/components/ErrorBoundary.tsx @@ -1,5 +1,6 @@ import { Button, Center, Stack, Text, Title } from "@mantine/core"; import { Component, type ErrorInfo, type ReactNode } from "react"; +import { apiService } from "../data/services/api.service"; interface ErrorBoundaryProps { children: ReactNode; @@ -14,8 +15,8 @@ const MAX_RETRIES = 3; /** * React error boundary that catches unhandled errors in the component tree, - * displays a user-friendly message, and silently logs the error to the console. - * After exceeding the retry limit, redirects the user to the home page. + * reports them to the backend logging endpoint, displays a user-friendly + * message, and redirects to the home page after exceeding the retry limit. */ export class ErrorBoundary extends Component< ErrorBoundaryProps, @@ -31,7 +32,13 @@ export class ErrorBoundary extends Component< } componentDidCatch(error: Error, info: ErrorInfo): void { - console.error("An unexpected error occurred:", error, info.componentStack); + void apiService.post("api/client-errors", { + message: error.message, + componentStack: info.componentStack ?? undefined, + errorStack: error.stack ?? undefined, + url: window.location.href, + userAgent: navigator.userAgent, + }); } handleReset = (): void => { From 4b2ef5c5a427dd93ab517d14a73ec44254e1d616 Mon Sep 17 00:00:00 2001 From: dbarkowsky Date: Wed, 20 May 2026 13:04:24 -0700 Subject: [PATCH 03/66] remove Hello World page --- apps/frontend/src/components/HelloWorld.tsx | 17 ----------------- apps/frontend/src/components/index.ts | 2 +- 2 files changed, 1 insertion(+), 18 deletions(-) delete mode 100644 apps/frontend/src/components/HelloWorld.tsx diff --git a/apps/frontend/src/components/HelloWorld.tsx b/apps/frontend/src/components/HelloWorld.tsx deleted file mode 100644 index 1f0929f82..000000000 --- a/apps/frontend/src/components/HelloWorld.tsx +++ /dev/null @@ -1,17 +0,0 @@ -import { Stack, Text, Title } from "@mantine/core"; -import React from "react"; - -interface HelloWorldProps { - name?: string; -} - -export const HelloWorld: React.FC = ({ name = "World" }) => { - return ( - - Hello, {name}! - - Welcome to the AI OCR Frontend application. - - - ); -}; diff --git a/apps/frontend/src/components/index.ts b/apps/frontend/src/components/index.ts index 7b327555c..e6e218fb9 100644 --- a/apps/frontend/src/components/index.ts +++ b/apps/frontend/src/components/index.ts @@ -2,5 +2,5 @@ export { DocumentsList } from "./DocumentsList"; export { ErrorBoundary } from "./ErrorBoundary"; -export { HelloWorld } from "./HelloWorld"; export { Login } from "./Login"; +export { RouterErrorPage } from "./RouterErrorPage"; From 32709e11c7d458d4b442e7809cc4854351bfdf54 Mon Sep 17 00:00:00 2001 From: dbarkowsky Date: Wed, 20 May 2026 13:04:51 -0700 Subject: [PATCH 04/66] add error boundary pages --- apps/frontend/src/App.tsx | 3 +- .../frontend/src/components/ErrorBoundary.tsx | 13 ++++-- .../src/components/RouterErrorPage.tsx | 45 +++++++++++++++++++ 3 files changed, 56 insertions(+), 5 deletions(-) create mode 100644 apps/frontend/src/components/RouterErrorPage.tsx diff --git a/apps/frontend/src/App.tsx b/apps/frontend/src/App.tsx index 4454b5a3b..2a897eba2 100644 --- a/apps/frontend/src/App.tsx +++ b/apps/frontend/src/App.tsx @@ -3,7 +3,7 @@ import { createBrowserRouter, RouterProvider } from "react-router-dom"; import { MembershipPageGuard, NoGroupGuard } from "./auth/NoGroupGuard"; import { useAuth } from "./auth/useAuth"; import "./App.css"; -import { Login } from "./components"; +import { Login, RouterErrorPage } from "./components"; import { ReviewQueuePage } from "./features/annotation/hitl/pages/ReviewQueuePage"; import { ReviewWorkspacePage } from "./features/annotation/hitl/pages/ReviewWorkspacePage"; import { LabelingWorkspacePage } from "./features/annotation/template-models/pages/LabelingWorkspacePage"; @@ -49,6 +49,7 @@ const router = createBrowserRouter([ ), + errorElement: , children: [ { index: true, element: }, { path: "queue", element: }, diff --git a/apps/frontend/src/components/ErrorBoundary.tsx b/apps/frontend/src/components/ErrorBoundary.tsx index d12db2c54..7cc233527 100644 --- a/apps/frontend/src/components/ErrorBoundary.tsx +++ b/apps/frontend/src/components/ErrorBoundary.tsx @@ -14,9 +14,14 @@ interface ErrorBoundaryState { const MAX_RETRIES = 3; /** - * React error boundary that catches unhandled errors in the component tree, - * reports them to the backend logging endpoint, displays a user-friendly - * message, and redirects to the home page after exceeding the retry limit. + * React error boundary that catches unhandled errors thrown by providers above + * the router (AuthProvider, GroupProvider, QueryClientProvider) and by App + * itself. It does NOT catch errors inside route components — those are handled + * by RouterErrorPage via React Router's errorElement mechanism. + * + * Reports caught errors to the backend logging endpoint and displays a + * user-friendly fallback UI. Redirects to the home page after exceeding the + * retry limit. */ export class ErrorBoundary extends Component< ErrorBoundaryProps, @@ -32,7 +37,7 @@ export class ErrorBoundary extends Component< } componentDidCatch(error: Error, info: ErrorInfo): void { - void apiService.post("api/client-errors", { + void apiService.post("client-errors", { message: error.message, componentStack: info.componentStack ?? undefined, errorStack: error.stack ?? undefined, diff --git a/apps/frontend/src/components/RouterErrorPage.tsx b/apps/frontend/src/components/RouterErrorPage.tsx new file mode 100644 index 000000000..661bac0d7 --- /dev/null +++ b/apps/frontend/src/components/RouterErrorPage.tsx @@ -0,0 +1,45 @@ +import { Button, Center, Stack, Text, Title } from "@mantine/core"; +import { useNavigate, useRouteError } from "react-router-dom"; +import { apiService } from "../data/services/api.service"; + +/** + * React Router error page rendered via the `errorElement` prop on route + * definitions. Catches errors thrown during route component rendering — + * i.e. anything inside RootLayout and its children. It does NOT catch errors + * in providers above the router (AuthProvider, GroupProvider, + * QueryClientProvider); those are handled by the React ErrorBoundary in + * main.tsx. + * + * Reports the error to the backend logging endpoint and navigates the user + * back to the home page. + */ +export const RouterErrorPage = () => { + const error = useRouteError(); + const navigate = useNavigate(); + + const message = error instanceof Error ? error.message : String(error); + const errorStack = + error instanceof Error ? (error.stack ?? undefined) : undefined; + + void apiService.post("client-errors", { + message, + errorStack, + url: window.location.href, + userAgent: navigator.userAgent, + }); + + return ( +
+ + Something went wrong + + An unexpected error occurred. Please try again or contact support if + the problem persists. + + + +
+ ); +}; From 3bf6c3ec1aad70aebd2feb787d0cec156344b360 Mon Sep 17 00:00:00 2001 From: dbarkowsky Date: Wed, 20 May 2026 13:22:47 -0700 Subject: [PATCH 05/66] add useEffect and tests --- .../src/components/ErrorBoundary.spec.tsx | 149 ++++++++++++++++++ .../src/components/RouterErrorPage.spec.tsx | 87 ++++++++++ .../src/components/RouterErrorPage.tsx | 15 +- 3 files changed, 245 insertions(+), 6 deletions(-) create mode 100644 apps/frontend/src/components/ErrorBoundary.spec.tsx create mode 100644 apps/frontend/src/components/RouterErrorPage.spec.tsx diff --git a/apps/frontend/src/components/ErrorBoundary.spec.tsx b/apps/frontend/src/components/ErrorBoundary.spec.tsx new file mode 100644 index 000000000..b59229303 --- /dev/null +++ b/apps/frontend/src/components/ErrorBoundary.spec.tsx @@ -0,0 +1,149 @@ +import { MantineProvider } from "@mantine/core"; +import { fireEvent, render, screen } from "@testing-library/react"; +import { type ReactNode } from "react"; +import { beforeEach, describe, expect, it, vi } from "vitest"; +import { apiService } from "../data/services/api.service"; +import { ErrorBoundary } from "./ErrorBoundary"; + +vi.mock("../data/services/api.service", () => ({ + apiService: { + post: vi.fn().mockResolvedValue({ success: true, data: null }), + }, +})); + +const mockPost = vi.mocked(apiService.post); + +const Wrapper = ({ children }: { children: ReactNode }) => ( + {children} +); + +let throwOnNextRender = false; + +const ThrowingChild = () => { + if (throwOnNextRender) throw new Error("Test render error"); + return
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; +}; + +beforeEach(() => { + vi.clearAllMocks(); + throwOnNextRender = false; + // Suppress React's console.error output for intentional error boundary tests + vi.spyOn(console, "error").mockImplementation(() => undefined); +}); + +describe("ErrorBoundary", () => { + it("renders children when no error is thrown", () => { + throwOnNextRender = false; + + render( + + + + + , + ); + + expect(screen.getByText("Safe content")).toBeInTheDocument(); + }); + + it("shows the fallback UI when a child throws", () => { + throwOnNextRender = true; + + render( + + + + + , + ); + + expect(screen.getByText("Something went wrong")).toBeInTheDocument(); + expect( + screen.getByRole("button", { name: "Try again" }), + ).toBeInTheDocument(); + }); + + it("reports the error to the backend on catch", () => { + throwOnNextRender = true; + + render( + + + + + , + ); + + expect(mockPost).toHaveBeenCalledWith( + "client-errors", + expect.objectContaining({ message: "Test render error" }), + ); + }); + + it("resets and shows children again when Try again is clicked and error is resolved", () => { + throwOnNextRender = true; + + render( + + + + + , + ); + + throwOnNextRender = false; + fireEvent.click(screen.getByRole("button", { name: "Try again" })); + + expect(screen.getByText("Safe content")).toBeInTheDocument(); + }); + + it("shows Go to home page button on the final retry attempt", () => { + throwOnNextRender = true; + + render( + + + + + , + ); + + // Click through until the last attempt (MAX_RETRIES - 1 = 2 retries, + // error persists so the boundary re-catches each time) + fireEvent.click(screen.getByRole("button", { name: "Try again" })); + fireEvent.click(screen.getByRole("button", { name: "Try again" })); + + expect( + screen.getByRole("button", { name: "Go to home page" }), + ).toBeInTheDocument(); + }); + + it("redirects to home when Go to home page is clicked", () => { + const originalLocation = window.location; + Object.defineProperty(window, "location", { + value: { href: "" }, + writable: true, + }); + + throwOnNextRender = true; + + render( + + + + + , + ); + + fireEvent.click(screen.getByRole("button", { name: "Try again" })); + fireEvent.click(screen.getByRole("button", { name: "Try again" })); + fireEvent.click(screen.getByRole("button", { name: "Go to home page" })); + + expect(window.location.href).toBe("/"); + + Object.defineProperty(window, "location", { + value: originalLocation, + writable: true, + }); + }); +}); diff --git a/apps/frontend/src/components/RouterErrorPage.spec.tsx b/apps/frontend/src/components/RouterErrorPage.spec.tsx new file mode 100644 index 000000000..5f81ed86a --- /dev/null +++ b/apps/frontend/src/components/RouterErrorPage.spec.tsx @@ -0,0 +1,87 @@ +import { MantineProvider } from "@mantine/core"; +import { fireEvent, render, screen, waitFor } from "@testing-library/react"; +import { beforeEach, describe, expect, it, vi } from "vitest"; +import { apiService } from "../data/services/api.service"; +import { RouterErrorPage } from "./RouterErrorPage"; + +vi.mock("../data/services/api.service", () => ({ + apiService: { + post: vi.fn().mockResolvedValue({ success: true, data: null }), + }, +})); + +const mockNavigate = vi.fn(); + +vi.mock("react-router-dom", () => ({ + useRouteError: vi.fn(), + useNavigate: () => mockNavigate, +})); + +import { useRouteError } from "react-router-dom"; + +const mockUseRouteError = vi.mocked(useRouteError); +const mockPost = vi.mocked(apiService.post); + +const renderPage = () => + render( + + + , + ); + +beforeEach(() => { + vi.clearAllMocks(); +}); + +describe("RouterErrorPage", () => { + it("renders the error fallback UI", () => { + mockUseRouteError.mockReturnValue(new Error("Route crashed")); + + renderPage(); + + expect(screen.getByText("Something went wrong")).toBeInTheDocument(); + expect( + screen.getByRole("button", { name: "Go to home page" }), + ).toBeInTheDocument(); + }); + + it("reports an Error instance to the backend", async () => { + const error = new Error("Route crashed"); + mockUseRouteError.mockReturnValue(error); + + renderPage(); + + await waitFor(() => { + expect(mockPost).toHaveBeenCalledWith( + "client-errors", + expect.objectContaining({ + message: "Route crashed", + errorStack: error.stack, + }), + ); + }); + }); + + it("reports a non-Error thrown value to the backend", async () => { + mockUseRouteError.mockReturnValue("404 Not Found"); + + renderPage(); + + await waitFor(() => { + expect(mockPost).toHaveBeenCalledWith( + "client-errors", + expect.objectContaining({ message: "404 Not Found" }), + ); + }); + }); + + it("navigates to / when Go to home page is clicked", () => { + mockUseRouteError.mockReturnValue(new Error("Route crashed")); + + renderPage(); + + fireEvent.click(screen.getByRole("button", { name: "Go to home page" })); + + expect(mockNavigate).toHaveBeenCalledWith("/"); + }); +}); diff --git a/apps/frontend/src/components/RouterErrorPage.tsx b/apps/frontend/src/components/RouterErrorPage.tsx index 661bac0d7..47485d73d 100644 --- a/apps/frontend/src/components/RouterErrorPage.tsx +++ b/apps/frontend/src/components/RouterErrorPage.tsx @@ -1,4 +1,5 @@ import { Button, Center, Stack, Text, Title } from "@mantine/core"; +import { useEffect } from "react"; import { useNavigate, useRouteError } from "react-router-dom"; import { apiService } from "../data/services/api.service"; @@ -21,12 +22,14 @@ export const RouterErrorPage = () => { const errorStack = error instanceof Error ? (error.stack ?? undefined) : undefined; - void apiService.post("client-errors", { - message, - errorStack, - url: window.location.href, - userAgent: navigator.userAgent, - }); + useEffect(() => { + void apiService.post("client-errors", { + message, + errorStack, + url: window.location.href, + userAgent: navigator.userAgent, + }); + }, [message, errorStack]); return (
From 572838c455caf07496dcecf0a18a6cb80a76a033 Mon Sep 17 00:00:00 2001 From: dbarkowsky Date: Wed, 20 May 2026 13:52:48 -0700 Subject: [PATCH 06/66] test improvement --- .../src/components/ErrorBoundary.spec.tsx | 42 +++++++++++++------ 1 file changed, 29 insertions(+), 13 deletions(-) diff --git a/apps/frontend/src/components/ErrorBoundary.spec.tsx b/apps/frontend/src/components/ErrorBoundary.spec.tsx index b59229303..758c4701e 100644 --- a/apps/frontend/src/components/ErrorBoundary.spec.tsx +++ b/apps/frontend/src/components/ErrorBoundary.spec.tsx @@ -17,23 +17,34 @@ const Wrapper = ({ children }: { children: ReactNode }) => ( {children} ); -let throwOnNextRender = false; - -const ThrowingChild = () => { - if (throwOnNextRender) throw new Error("Test render error"); - return
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; +/** + * Creates an isolated ThrowingChild component with its own closure-scoped + * `shouldThrow` flag. Each test gets a fresh instance so there is no + * shared mutable state between tests, making order-independent execution safe. + */ +const createThrowingChild = () => { + let shouldThrow = false; + const ThrowingChild = () => { + if (shouldThrow) throw new Error("Test render error"); + return
Safe content
; + }; + return { + ThrowingChild, + setThrow: (value: boolean) => { + shouldThrow = value; + }, + }; }; beforeEach(() => { vi.clearAllMocks(); - throwOnNextRender = false; // Suppress React's console.error output for intentional error boundary tests vi.spyOn(console, "error").mockImplementation(() => undefined); }); describe("ErrorBoundary", () => { it("renders children when no error is thrown", () => { - throwOnNextRender = false; + const { ThrowingChild } = createThrowingChild(); render( @@ -47,7 +58,8 @@ describe("ErrorBoundary", () => { }); it("shows the fallback UI when a child throws", () => { - throwOnNextRender = true; + const { ThrowingChild, setThrow } = createThrowingChild(); + setThrow(true); render( @@ -64,7 +76,8 @@ describe("ErrorBoundary", () => { }); it("reports the error to the backend on catch", () => { - throwOnNextRender = true; + const { ThrowingChild, setThrow } = createThrowingChild(); + setThrow(true); render( @@ -81,7 +94,8 @@ describe("ErrorBoundary", () => { }); it("resets and shows children again when Try again is clicked and error is resolved", () => { - throwOnNextRender = true; + const { ThrowingChild, setThrow } = createThrowingChild(); + setThrow(true); render( @@ -91,14 +105,15 @@ describe("ErrorBoundary", () => { , ); - throwOnNextRender = false; + setThrow(false); fireEvent.click(screen.getByRole("button", { name: "Try again" })); expect(screen.getByText("Safe content")).toBeInTheDocument(); }); it("shows Go to home page button on the final retry attempt", () => { - throwOnNextRender = true; + const { ThrowingChild, setThrow } = createThrowingChild(); + setThrow(true); render( @@ -125,7 +140,8 @@ describe("ErrorBoundary", () => { writable: true, }); - throwOnNextRender = true; + const { ThrowingChild, setThrow } = createThrowingChild(); + setThrow(true); render( From a400f9068e3db65690eeecbe33d25e536b9ec758 Mon Sep 17 00:00:00 2001 From: kmandryk Date: Mon, 25 May 2026 16:42:45 -0700 Subject: [PATCH 07/66] Create TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md --- .../TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md | 483 ++++++++++++++++++ 1 file changed, 483 insertions(+) create mode 100644 docs-md/temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md diff --git a/docs-md/temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md b/docs-md/temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md new file mode 100644 index 000000000..07444a5ba --- /dev/null +++ b/docs-md/temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md @@ -0,0 +1,483 @@ +# Temporal Data Footprint Reduction — Single-Sweep Spec + +> **Status:** Ready for implementation (decisions locked 2026-05-25; second holistic review incorporated) +> **Strategy:** One release + **atomic maintenance cutover**. All existing Temporal executions and history are discarded. No dual-read, no legacy inline OCR **values** in workflow history. +> **Out of scope:** `azureOcr.submitAndWait` and removing `pollUntil` + `azureOcr.poll` from templates (separate ticket). Azure graphs still emit **one history event per poll iteration** (small payloads after refs). + +**Companion:** [benchmarking-temporal-history-bloat-fix.md](../benchmarking-temporal-history-bloat-fix.md), [DAG_WORKFLOW_ENGINE.md](../graph-workflows/DAG_WORKFLOW_ENGINE.md) §7.4 + +--- + +## 1. Locked decisions + +| # | Decision | Choice | +|---|----------|--------| +| D1 | Raw OCR JSON storage | **Blob** (`OperationCategory.OCR`). Structured UI fields → **`ocr_results`** via `ocr.storeResults` / `upsertOcrResult`. | +| D2 | Namespace retention (post-wipe) | **24 hours** on `default`. | +| D3 | Temporal wipe method | **Drop and recreate** `temporal` and `temporal_visibility` databases; re-run schema init (§7). | +| D4 | Documents after cutover | **`workflow_execution_id` set to NULL** on all documents (one-off SQL). | +| D5 | Workflow graph migration | **All** `workflow_versions.config` in place (§5.3); optional §5.4 template head refresh for slug-matched lineages. | +| D6 | `graphWorkflow` start args | **`workflowVersionId` + `configHash` only** — no `graph` in `GraphWorkflowInput`. Graph loaded inside workflow via `getWorkflowGraphConfig`. | +| D7 | Payload compression | **Required** at cutover — gzip (or zstd) `PayloadCodec` on worker + **all** Temporal clients (`TemporalClientService`, `BenchmarkTemporalService`). | +| D8 | Map fan-out | **`collection.length > 20`** → child `graphWorkflow` per item; join collects ref arrays only. | +| D9 | Base64 extraction activities | **Global** change to `document.extractToBase64` / `extract-pages-base64`; update every graph that uses them. | + +--- + +## 2. Scope + +### In scope + +- Ref-based OCR pipeline (Azure poll/extract, Mistral, downstream OCR activities). +- Benchmark: `loadOcrCache` in wrapper; prediction/cache from **blob refs** (not child `ctx`); slim parent/child starts. +- `GraphWorkflowInput` / `GraphWorkflowResult` in **both** `apps/temporal` and `apps/backend-services` graph types. +- All tenant `workflow_versions` + `benchmark_definitions` hash refresh (§5). +- Map/child/blob orchestration (§4 C, D). +- Temporal wipe, 24h retention, required payload codec. +- Clear all `document.workflow_execution_id`. +- Workflow builder UI + docs aligned with `*Ref` ctx keys (same release). **No** document viewer / OCR API changes — those already use `ocr_results` / blobs. + +### Out of scope + +- Preserving or replaying old Temporal history. +- **Large inline OCR JSON** in activity results or workflow `ctx` (port **names** like `ocrResult` stay). +- `azureOcr.submitAndWait` / template poll-chain consolidation. +- Reducing Azure **poll event count** (only payload size per event). + +### Authoritative data (unchanged) + +App DB (`documents`, `ocr_results`, `benchmark_runs`, `benchmark_ocr_cache`), blob storage, Loki. + +### Workflow migration note + +Documents and benchmarks **pin** specific `WorkflowVersion.id` values. §5.3 updates **every** version row **in place** so pinned IDs keep working. §5.4 optionally appends a **new head** for slug-matched lineages (definitions pinned to older version IDs are unaffected). + +### Atomic deploy (required) + +Do **not** run the DB migrator on a live env while old workers are running. + +**Single maintenance window order:** + +1. **Block** OCR and benchmark starts (API or scale worker/backend to 0) — same as §7 step 1. +2. Deploy **worker + backend + frontend** (code that expects `*Ref` keys and new workflow I/O). +3. Run migrator `--apply` + §5.7 hash refresh + §5.5 gate. +4. Temporal wipe (§7 steps 6–9). +5. Resume traffic. + +--- + +## 3. Types and contracts + +### 3.1 `OcrPayloadRef` + +```typescript +interface OcrPayloadRef { + documentId: string; + blobPath: string; // empty string allowed while status === "running" + storage: "blob"; + byteLength?: number; + pageCount?: number; + /** running | succeeded | failed — required for pollUntil conditions */ + status?: string; +} +``` + +- **`storage: "db"`** is not used on the Temporal path; DB rows are written only in `ocr.storeResults` / `upsertOcrResult`. +- Helpers in `apps/temporal/src/ocr-payload-ref.ts` (name TBD): + - `resolveGroupId(documentId)` — load `documents.group_id` (or use `state.groupId` from workflow input). + - `writeOcrPayloadBlob(groupId, documentId, fileName, json)` → `blobPath` + - `readOcrPayloadBlob(ref)` → parsed JSON + +**Blob layout (normative):** + +```text +{groupId}/ocr/{documentId}/azure-response.json +{groupId}/ocr/{documentId}/ocr-result.json +{groupId}/ocr/{documentId}/cleaned-result.json +{groupId}/ocr/{documentId}/pages/page-{n}.pdf +``` + +Use `buildBlobFilePath(groupId, OperationCategory.OCR, [documentId, ...], fileName)`. + +### 3.2 `GraphWorkflowInput` (breaking) + +Update in **`apps/temporal/src/graph-workflow-types.ts`** and **`apps/backend-services/src/workflow/graph-workflow-types.ts`** (keep in sync). + +```typescript +interface GraphWorkflowInput { + workflowVersionId: string; + configHash: string; + initialCtx: Record; + runnerVersion: string; + parentWorkflowId?: string; + requestId?: string; + groupId?: string | null; +} +``` + +- **Remove** `graph: GraphWorkflowConfig` from workflow start args. +- **`workflowVersionId` resolution** (same as `getWorkflowGraphConfig`): `WorkflowVersion.id` → `WorkflowLineage.id` (head) → `WorkflowLineage.name` (head). Document OCR passes the pinned version **cuid**; library `childWorkflow` nodes often pass a **lineage name** (e.g. `standard-ocr-workflow`) — both are valid. +- **First steps inside `graphWorkflow`:** `getWorkflowGraphConfig({ workflowId: workflowVersionId })` → `computeConfigHash(loaded graph)` → **fail** if `configHash` mismatch → `runGraphExecution`. +- Adds **one** small activity completion to history per run (acceptable). +- **Backend** `startGraphWorkflow`: compute `configHash` from DB config, pass `documents.workflow_config_id` as `workflowVersionId`. +- **Remove** prod `graphOverride` (`ocr.service.ts`); keep only for local/integration harness if needed. +- **Hash algorithm:** `apps/temporal/src/config-hash.ts` and `apps/backend-services/src/workflow/config-hash.ts` must stay **identical** (shared normalization rules). + +### 3.3 `GraphWorkflowResult` (breaking) + +```typescript +interface GraphWorkflowResult { + status: "completed" | "failed" | "cancelled"; + completedNodes: string[]; + documentId?: string; + refs?: { + ocrResponseRef?: OcrPayloadRef; + ocrResultRef?: OcrPayloadRef; + cleanedResultRef?: OcrPayloadRef; + }; + /** Small metadata for benchmark wrapper / status — not OCR bodies */ + failedNodeId?: string; + outputPaths?: string[]; + error?: string; +} +``` + +- **Remove** full `ctx` from the return type. +- `graphWorkflow` / `runGraphExecution` populates `refs` from final internal `ctx` ref keys before return; copy `failedNodeId` / `outputPaths` from runner state (today read from `ctx` in `benchmark-sample-workflow.ts`). +- Backend and APIs **must not** use `handle.result()` for OCR bodies; use `ocr_results` / blob by `documentId`. +- `getStatus` query: omit or redact blob paths; show statuses/counts only. + +### 3.4 Context and port binding renames (graph JSON) + +| Old `ctx` key | New `ctx` key | Notes | +|---------------|---------------|--------| +| `ocrResponse` | `ocrResponseRef` | pollUntil uses `ctx.ocrResponseRef.status` | +| `ocrResult` | `ocrResultRef` | | +| `cleanedResult` | `cleanedResultRef` | | +| base64-holding keys | `pageBlobPath` | per §5.2 / §3.8 | + +**Activity port names** in the registry stay the same (`ocrResponse`, `ocrResult`, `response`, `cleanedResult`). Activities accept **`OcrPayloadRef` values** on those ports. Only **`ctxKey` / `ctx` declarations** in graph JSON change. + +### 3.5 Azure `pollUntil` behavior (unchanged graph topology) + +| Activity | When | Return (activity result → history) | +|----------|------|-------------------------------------| +| `azureOcr.submit` | once | Small metadata (`apimRequestId`, …) | +| `azureOcr.poll` | `status === "running"` | `{ ocrResponseRef: { documentId, blobPath: "", status: "running" } }` — **no** blob write | +| `azureOcr.poll` | `status === "succeeded"` | Write `azure-response.json`; `{ ocrResponseRef: { documentId, blobPath, status: "succeeded", byteLength } }` | +| `azureOcr.poll` | `status === "failed"` | `{ ocrResponseRef: { documentId, blobPath: "", status: "failed" } }` + small error fields | +| `azureOcr.extract` | once | Read `ocrResponseRef` blob; write `ocr-result.json`; `{ ocrResultRef }` | + +- **`pollUntil` output:** `{ "port": "response", "ctxKey": "ocrResponseRef" }` (port name `response` unchanged). +- **Condition (migrated):** `"left": { "ref": "ctx.ocrResponseRef.status" }`, `"right": { "literal": "running" }`, operator `not-equals`. +- **Benchmark cache replay:** `benchmark.loadOcrCache` in wrapper only; poll writes blob from cached JSON once (no inline `OCRResponse` in history). + +### 3.6 Mistral + +- `mistralOcr.process`: write `ocr-result.json`; return `{ ocrResultRef }` only. + +### 3.7 Downstream OCR chain + +`ocr.cleanup`, `ocr.enrich`, `ocr.normalizeFields`, `ocr.characterConfusion`, `ocr.checkConfidence`, `ocr.spellcheck`: read/write blob artifacts per §3.1; pass **`OcrPayloadRef`** on ports; `ocr.storeResults` / `upsertOcrResult` load from ref and persist to `ocr_results`. + +### 3.8 Base64 activities + +| Activity | Return | +|----------|--------| +| `document.extractToBase64` | `{ pageBlobPath, pageIndex?, byteLength? }` | +| `extract-pages-base64` | same | + +Update all graphs that consume base64 (including `feature-docs/010-data-transformation-node/example-pdf-extraction-workflow.json`, classifier/split templates). Downstream activities read bytes from blob. + +### 3.9 Map and child workflows + +Two patterns — do **not** conflate parent hash with library child graphs. + +#### Map fan-out (same graph as parent) + +- **`ExecutionState`:** add `workflowVersionId` + `configHash` copied from parent `GraphWorkflowInput`. +- **`map` with `collection.length > 20`:** each branch starts child `graphWorkflow` with `{ workflowVersionId, configHash, initialCtx: branch slice, groupId, … }` (same graph, same hash); join stores **ref arrays** only. +- **`map` with `collection.length ≤ 20`:** branches still run **in-process** (`executeBranchSubgraph`). Payloads are small after refs, but **poll event count × N** stays in **one** parent workflow history — can still approach event-count limits for large in-process maps (see §6, §10). + +#### Library `childWorkflow` node (different graph than parent) + +Used by templates such as `multi-page-report-workflow.json` (`workflowRef.type: "library"`, `workflowId` = lineage name or id). + +- **Do not** pass parent `state.configHash` or pass full `graph` in `executeChild` args (today `node-executors.ts` loads via `getWorkflowGraphConfig` then passes `graph` + parent hash — remove both). +- **Recommended:** extend `getWorkflowGraphConfig` (or add `resolveChildWorkflowStart`) to return `{ workflowVersionId: resolvedVersionCuid, configHash }` only — one small activity result in **parent** history per `childWorkflow` node, then `executeChild` with slim args. **Must not** reuse parent document `configHash`. +- **Start args:** `{ workflowVersionId, configHash, initialCtx, groupId, … }` where both fields refer to the **child** graph. Inner `graphWorkflow` reloads via `getWorkflowGraphConfig` and re-validates hash (§3.2). +- **Inline `workflowRef`:** not used in shipped templates; if present, same rule — no inline `graph` in Temporal start args (resolve to a version id or fail). +- **Output mappings:** port names unchanged (`ocrResult`, etc.); resolve values from `childResult.refs` (e.g. `ocrResult` port → `childResult.refs?.ocrResultRef`), **not** `childResult.ctx`. Downstream parent `ctx` keys hold **`OcrPayloadRef`**, not inline JSON. + +### 3.10 Payload compression (required) + +- Shared codec module; wire into `Worker.create`, `TemporalClientService`, `BenchmarkTemporalService` (and any other `Connection`/`Client` factory). +- **No** prod disable flag; deploy all consumers in one rollout. +- See §9. + +### 3.11 Benchmark wrapper after slim `GraphWorkflowResult` + +`benchmarkSampleWorkflow` today uses `graphResult.ctx` for predictions and OCR cache — **must change**: + +1. Inner `graphWorkflow` returns `GraphWorkflowResult` with `refs` only (§3.3). +2. Wrapper activity (new or existing) **`benchmark.flattenPredictionFromRefs`**: read `cleanedResultRef` (fallback `ocrResultRef`) blob → build flat map (reuse `buildFlatPredictionMapFromCtx` on parsed `OCRResult` JSON). +3. **`benchmark.writePrediction`** unchanged (flat map in, file out). +4. **`benchmark.persistOcrCache`:** read raw response from `refs.ocrResponseRef` blob (or load cache in wrapper and pass ref after poll path writes blob). +5. **`buildFlatConfidenceMapFromCtx`** — same pattern from blob-loaded `OCRResult`. +6. **`failedNodeId` / `outputPaths`:** read from `GraphWorkflowResult` (§3.3), not `graphResult.ctx`. + +--- + +## 4. Implementation checklist + +### A. Benchmark + +- [ ] **A.1** `benchmark.loadOcrCache` only in `benchmarkSampleWorkflow` (not parent). **Remove** parent-loop cache load in `benchmark-workflow.ts` fan-out (~`benchmark.loadOcrCache` + building `sampleMetadata.__benchmarkOcrCache` with inline `ocrResponse`). +- [ ] **A.2** Parent passes `ocrCacheBaselineRunId` + `sampleId` only — no `__benchmarkOcrCache` in `sampleMetadata`. +- [ ] **A.3** Slim Temporal args (recorded in **parent** history on each `executeChild` to `benchmarkSampleWorkflow`): + - `BenchmarkRunWorkflowInput`: drop `workflowConfig` / `workflowConfigHash`; keep `workflowVersionId` + ids + evaluator settings. + - `BenchmarkExecuteInput` (`benchmark-execute.ts`): drop `workflowConfig`; pass `workflowVersionId` + `configHash` only. + - `BenchmarkSampleWorkflowInput` + inner `graphWorkflow` child: `workflowVersionId` + `configHash` only. + - `BenchmarkTemporalService.startBenchmarkRunWorkflow` + `benchmark-run.service.ts`: stop loading/passing inline `workflowConfig`. +- [ ] **A.4** Wrapper §3.11: prediction, confidence, `persistOcrCache` from refs/blobs (not `graphResult.ctx`); use `GraphWorkflowResult.failedNodeId` / `outputPaths` (§3.3). +- [ ] **A.5** Register `benchmark.flattenPredictionFromRefs` in activity registry. +- [ ] **A.6** Tests: `benchmark-workflow.test.ts`, `benchmark-sample-workflow.test.ts`, `benchmark-execute.test.ts`. + +### B. OCR refs + +- [ ] **B.1** `OcrPayloadRef` helpers + `resolveGroupId` + tests. +- [ ] **B.2** `azureOcr.poll` / `azureOcr.extract` per §3.5. +- [ ] **B.3** `mistralOcr.process` per §3.6. +- [ ] **B.4** Downstream OCR per §3.7. +- [ ] **B.5** `ocr.storeResults` / `upsertOcrResult` load from ref. + +### C. Orchestration + +- [ ] **C.1** Base64 activities per §3.8; update all dependent graph JSON + example workflow doc. +- [ ] **C.2** Library `childWorkflow` per §3.9 (`getWorkflowGraphConfig` returns resolved cuid + child `configHash` only; versionId-only `executeChild`; `refs` output mappings) in `node-executors.ts`. +- [ ] **C.3** `map` threshold 20 + `ExecutionState.workflowVersionId` per §3.9; update stale “> 50 items” comment in `executeMapNode`. + +### D. Workflow + backend + +- [ ] **D.1** `GraphWorkflowInput` / `graphWorkflow` load-at-start + hash check (§3.2) — **temporal + backend** types. +- [ ] **D.2** `GraphWorkflowResult` + populate `refs` at end; `getStatus` redaction (§3.3). +- [ ] **D.3** `TemporalClientService.startGraphWorkflow` — versionId-only args; prod path drops `graphOverride`. +- [ ] **D.4** Document/OCR/benchmark/ground-truth paths: no OCR body from `handle.result()`. +- [ ] **D.5** Payload codec on worker + all Temporal clients (§3.10). +- [ ] **D.6** Optional: delete `{groupId}/ocr/{documentId}/` blob prefix on document delete (or document existing lifecycle hook). +- [ ] **D.7** Workflow version **publish/save** API: recompute and persist `configHash` whenever `workflow_versions.config` is written (prevents mismatch on next `graphWorkflow` start). + +### E. Workflow config migration (all tenants) + +- [ ] **E.1** `migrateGraphConfigToOcrRefs` (§5.3) + tests (standard, Mistral, multi-page, classifier, custom sample). +- [ ] **E.2** CLI `workflow:migrate-ocr-refs` — `--dry-run` / `--apply`. +- [ ] **E.3** Migrate `benchmark_definitions.workflow_config_overrides` (§5.2 walk). +- [ ] **E.4** Edit §5.1 template JSON in repo. +- [ ] **E.5** Optional §5.4 template head refresh (slug map). +- [ ] **E.6** §5.7 recompute `benchmark_definitions.workflowConfigHash`. +- [ ] **E.7** §5.5 gate + per-row `validateGraphConfig`. +- [ ] **E.8** Docs: `DAG_WORKFLOW_ENGINE.md`, `WORKFLOW_BUILDER_GUIDE.md`, `WORKFLOW_NODE_CATALOG.md`. + +### F. Platform (cutover) + +- [ ] **F.1** §7 cutover on staging then prod (atomic with §2). +- [ ] **F.2** Namespace retention 24h (`tctl`/operator; document if namespace pre-exists). +- [ ] **F.3** `upsertSearchAttributes` on terminal graph status (`completed` / `failed`). +- [ ] **F.4** Alerts: `temporal-pg` disk %, history limit errors, queue depth. + +### G. Verification + +- [ ] **G.1** Unit tests: refs, poll/extract/mistral, migrator, benchmark wrapper flatten, library `childWorkflow` child-hash + `refs` mappings, `config-hash` parity (temporal vs backend). +- [ ] **G.2** Docker-compose + update `apps/backend-services/integration-tests/graph-workflow-tests/` harness for versionId-only starts. +- [ ] **G.3** Staging: 100-sample benchmark + OCR cache replay. +- [ ] **G.4** New `graph-{documentId}`: activity payloads ≪ pre-change; note poll **count** may still be high. + +--- + +## 5. Workflow config migration + +### §5.1 Shipped template files (repo) + +Update under `docs-md/graph-workflows/templates/` per §3.4 (source for new lineages and §5.4): + +| File | Notes | +|------|--------| +| `standard-ocr-workflow.json` | Full §3.4 chain | +| `standard-ocr-workflow-normalize.json` | Full | +| `standard-ocr-workflow-with-corrections.json` | Full | +| `standard-ocr-workflow-with-payment-lookup.json` | Full | +| `mistral-standard-ocr-workflow.json` | Mistral path | +| `multi-page-report-workflow.json` | Full + map | +| `azure-classifier-extraction-workflow.json` | Poll + page blobs | +| `orientation-detection-workflow.json` | No OCR refs; remove stale `ocrResponse` ctx if present | + +### §5.2 Transform rules (all `workflow_versions.config`) + +Apply to **every** row in `workflow_versions` (all tenants, all `version_number`, including non-head pins). + +| Location | Transform | +|----------|-----------| +| `ctx` keys | `ocrResponse` → `ocrResponseRef`, `ocrResult` → `ocrResultRef`, `cleanedResult` → `cleanedResultRef` | +| `nodes[*].inputs[*].ctxKey` / `outputs[*].ctxKey` | Same when value is an exact old key | +| Conditions (`pollUntil`, `switch`, `humanGate`) | Update `ref` paths per §3.5 | +| `data.transform` `fieldMapping` | `{{ocrResult.` → `{{ocrResultRef.` (and `ocrResponse`, `cleanedResult`) | +| Base64 ctx keys | → `pageBlobPath` when migrator detects `extractToBase64` output binding; else flag manual | +| Activity ports | **Unchanged** | + +**Do not change:** topology, `activityType`, node ids, `entryNodeId`, edges. + +### §5.3 Migrator implementation + +- **Code:** `apps/backend-services/src/workflow/migrate-graph-config-ocr-refs.ts` + `migrate-graph-config-ocr-refs.spec.ts`. +- **CLI:** `apps/backend-services/scripts/migrate-workflow-config-ocr-refs.ts` + - `--dry-run` (default): counts, changed lineage slugs/version ids, validation failures. + - `--apply`: update each `workflow_versions.config`. +- **Idempotent:** must not produce `ocrResultRefRef`. +- **Validate** each output with `validateGraphConfig` / `validateGraphConfigForExecution`. + +### §5.4 Template head refresh (optional, after §5.3) + +**Purpose:** Align **head** of slug-matched lineages to canonical repo JSON (may differ from in-place migrated tenant edits). + +1. Maintain explicit **slug → §5.1 file** map in the CLI. +2. For each match: **append** new `WorkflowVersion` (`version_number + 1`), set `workflow_lineages.head_version_id` to new id. +3. **Does not** replace older pinned version rows (they remain §5.3-migrated). +4. After append: run §5.7 for definitions that reference the **new** head version id. + +Skip lineages with no OCR-related nodes. Custom lineages without a template slug rely on §5.3 only. + +### §5.5 Cutover gate (structured) + +Before §7, automated check must report **zero** configs containing legacy identifiers: + +- Walk JSON: any `ctx` key, `ctxKey`, or condition `ref` exactly matching `ocrResponse`, `ocrResult`, or `cleanedResult` (not `ocrResponseRef`, etc.). +- Do **not** rely on naive `config::text LIKE '%ocrResult%'` (false positives on `ocrResultRef`). + +Emit list of failing `workflow_versions.id` for manual fix. + +### §5.6 Related app DB columns + +| Table / column | Action | +|----------------|--------| +| `workflow_versions.config` | **Required** §5.3 `--apply` | +| `benchmark_definitions.workflow_config_overrides` | **Required** §5.2 walk | +| `benchmark_definitions.workflowConfigHash` | **Required** §5.7 recompute | +| `benchmark_runs.params` (embedded `workflowConfig`) | Optional (historical) | +| `documents.workflow_config_id` | Unchanged (same id, migrated config) | + +### §5.7 Recompute `benchmark_definitions.workflowConfigHash` + +After §5.3 (and §5.4 if run), for **each** `benchmark_definitions` row: + +1. Resolve effective config: `workflowVersionId` (+ merge `workflow_config_overrides` if present, same as run service). +2. `workflowConfigHash = computeConfigHash(config)` (shared `config-hash.ts` logic). +3. `UPDATE benchmark_definitions SET "workflowConfigHash" = $hash WHERE id = $id`. + +Without this, inner `graphWorkflow` hash checks fail immediately after migration. + +Include in migrator CLI as `--refresh-benchmark-hashes` or automatic post-apply step. + +--- + +## 6. Success criteria (post-cutover, new traffic only) + +| Metric | Target | +|--------|--------| +| `temporal` DB size after 7 days | Stable (no pre-wipe growth rate) | +| New `graphWorkflow` history bytes | ≪ ~600 KB/doc inline OCR baseline | +| Azure poll **event count** | Unchanged (out of scope); per-event size small | +| Map **≤ 20** branches in-process | Poll events × N in **one** workflow; refs keep bytes small but event count can still grow | +| Benchmark parent @ 100 samples | < ~10 MB | +| No `history size exceeds limit` | Normal OCR + benchmark load | +| Product paths | OCR, viewer, benchmark drill-down OK | +| §5.5 gate | Zero legacy ctx keys | + +--- + +## 7. Cutover runbook + +**Prerequisites:** Staging **G** passed; **atomic** sequence in §2 completed on target env. + +1. Announce maintenance — block OCR and benchmark starts (API or scale to 0). +2. Deploy **temporal-worker**, **backend-services**, **frontend** (same release). +3. Run `workflow:migrate-ocr-refs --apply` + benchmark hash refresh (§5.7). +4. Run §5.5 gate — abort if failures. +5. Scale down worker (optional); cancel open workflows (optional). +6. **Drop and recreate** DBs `temporal` and `temporal_visibility`; schema init (`temporal-server-deployment.yml` initContainer pattern). +7. Set namespace retention **24h**. +8. **SQL:** `UPDATE documents SET workflow_execution_id = NULL WHERE workflow_execution_id IS NOT NULL;` +9. Scale up Temporal server, worker, backend. +10. Smoke: one document OCR (standard slug), one benchmark sample (with/without OCR cache replay). +11. Resume traffic. + +**pgBackRest:** Temporal data may remain in backups until retention (30d default). + +--- + +## 8. Implementation order + +1. B.1 + D.5 (refs + codec) +2. B.2–B.5, D.1–D.2 (activities + workflow contracts, both apps) +3. A (including A.4 wrapper flatten) +4. C +5. D.3–D.7 +6. E (migrator → hash refresh → gate; §5.4 optional) +7. G staging → §7 prod + +**Estimate:** ~2–3 weeks one engineer; ~1–1.5 weeks with two (split temporal vs backend/migration). + +--- + +## 9. Payload compression — performance + +Compression applies to Temporal SDK serialization only (not blob/DB). + +| Dimension | Effect | +|-----------|--------| +| CPU | Small per event after refs; monitor worker CPU | +| Replay | Less DB I/O; decompress per replayed event | +| Disk | Smaller `history` rows | +| User latency | Negligible vs OCR/API time | + +Codec required (D7); all clients in one rollout. + +--- + +## 10. Risks + +| Risk | Mitigation | +|------|------------| +| Migrator misses edge-case expression | §5.5 structured gate; dry-run review | +| Stale `benchmark_definitions.workflowConfigHash` | §5.7 mandatory | +| Wrapper prediction empty after slim result | §3.11 + A.4 tests | +| §5.4 overwrites tenant head customizations | Append-only new version; document in release notes | +| `configHash` mismatch on publish | D.7 recompute on workflow save API | +| Library `childWorkflow` uses parent hash | §3.9 child-only hash; C.2 | +| Map child missing `workflowVersionId` | C.3 + `ExecutionState` | +| Map ≤ 20 in-process event-count blow-up | Prefer refs; use child map path when N > 20; document limit | +| Temporal vs backend `computeConfigHash` drift | Keep both `config-hash.ts` files identical; test parity | +| Codec only on one client | D.5 checklist all factories | +| Deploy before migrator | §2 atomic order | +| Blob orphans | D.6 lifecycle hook | +| Template vs pinned version drift | §5.3 in-place pins OK; head moves only on §5.4 | + +--- + +## 11. Documentation + +| Doc | Action | +|-----|--------| +| This spec | Track §4 | +| `benchmarking-temporal-history-bloat-fix.md` | Link A.1 (parent loop removal), §3.11 | +| Graph workflow docs + `WORKFLOW_NODE_CATALOG.md` | §3.4 `*Ref` keys | +| OpenShift deployment docs | §7 | +| Release notes | Temporal wiped; migrator + hash refresh; optional template head bump; custom graphs included via §5.3 | + +--- + +## 12. Agent notes + +- No dual-read; no inline OCR JSON in Temporal payloads. +- Backend changes: tests per `CLAUDE.md`. +- Sync **temporal** and **backend-services** `graph-workflow-types.ts` and **config-hash** logic. +- One release branch; staging cutover before prod. From f972786568f05e01f9c4384634baca9de8c2643c Mon Sep 17 00:00:00 2001 From: kmandryk Date: Thu, 28 May 2026 17:03:17 -0700 Subject: [PATCH 08/66] feat(temporal): add shared gzip Temporal payload codec package Introduce @ai-di/temporal-payload-codec so workers and clients compress workflow payloads consistently while preserving inner encoding metadata. --- package-lock.json | 101 ++++++++++-------- packages/temporal-payload-codec/package.json | 21 ++++ .../src/gzip-payload-codec.test.ts | 33 ++++++ .../src/gzip-payload-codec.ts | 83 ++++++++++++++ packages/temporal-payload-codec/src/index.ts | 5 + packages/temporal-payload-codec/tsconfig.json | 13 +++ 6 files changed, 212 insertions(+), 44 deletions(-) create mode 100644 packages/temporal-payload-codec/package.json create mode 100644 packages/temporal-payload-codec/src/gzip-payload-codec.test.ts create mode 100644 packages/temporal-payload-codec/src/gzip-payload-codec.ts create mode 100644 packages/temporal-payload-codec/src/index.ts create mode 100644 packages/temporal-payload-codec/tsconfig.json diff --git a/package-lock.json b/package-lock.json index 803a4b4e9..bf0c475fe 100644 --- a/package-lock.json +++ b/package-lock.json @@ -56,8 +56,10 @@ "dependencies": { "@ai-di/blob-storage-paths": "file:../../packages/blob-storage-paths", "@ai-di/graph-insertion-slots": "file:../../packages/graph-insertion-slots", + "@ai-di/graph-workflow-config": "file:../../packages/graph-workflow-config", "@ai-di/monitoring": "file:../../packages/monitoring", "@ai-di/shared-logging": "file:../../packages/logging", + "@ai-di/temporal-payload-codec": "file:../../packages/temporal-payload-codec", "@aws-sdk/client-s3": "3.990.0", "@azure-rest/ai-document-intelligence": "1.1.0", "@azure/storage-blob": "12.30.0", @@ -355,28 +357,6 @@ "uuid": "dist/bin/uuid" } }, - "apps/backend-services/node_modules/@temporalio/common": { - "version": "1.10.0", - "resolved": "https://registry.npmjs.org/@temporalio/common/-/common-1.10.0.tgz", - "integrity": "sha512-KWL5QE8ZLdmL2XUnh/Bo6YdU1pUJZS5h/asLrTueBRrbQSwjvFOvU55JNkUyh9eChF5XJj0i5tuX85ScouwOCg==", - "license": "MIT", - "dependencies": { - "@temporalio/proto": "1.10.0", - "long": "^5.2.3", - "ms": "^3.0.0-canary.1", - "proto3-json-serializer": "^2.0.0" - } - }, - "apps/backend-services/node_modules/@temporalio/proto": { - "version": "1.10.0", - "resolved": "https://registry.npmjs.org/@temporalio/proto/-/proto-1.10.0.tgz", - "integrity": "sha512-mqJPonTPXkYrolSFfoUfqz+ZqJoPysi3AaQseoeRfm9qohqQpw0hGa4PELhoDKcX9rL9RyF0fJhcpbEVee8i0Q==", - "license": "MIT", - "dependencies": { - "long": "^5.2.3", - "protobufjs": "^7.2.5" - } - }, "apps/backend-services/node_modules/balanced-match": { "version": "4.0.4", "resolved": "https://registry.npmjs.org/balanced-match/-/balanced-match-4.0.4.tgz", @@ -1011,8 +991,10 @@ "dependencies": { "@ai-di/blob-storage-paths": "file:../../packages/blob-storage-paths", "@ai-di/graph-insertion-slots": "file:../../packages/graph-insertion-slots", + "@ai-di/graph-workflow-config": "file:../../packages/graph-workflow-config", "@ai-di/monitoring": "file:../../packages/monitoring", "@ai-di/shared-logging": "file:../../packages/logging", + "@ai-di/temporal-payload-codec": "file:../../packages/temporal-payload-codec", "@aws-sdk/client-s3": "3.1000.0", "@azure-rest/ai-document-intelligence": "1.0.0", "@azure/storage-blob": "12.31.0", @@ -1196,18 +1178,6 @@ "uuid": "^9.0.1" } }, - "apps/temporal/node_modules/@temporalio/common": { - "version": "1.10.0", - "resolved": "https://registry.npmjs.org/@temporalio/common/-/common-1.10.0.tgz", - "integrity": "sha512-KWL5QE8ZLdmL2XUnh/Bo6YdU1pUJZS5h/asLrTueBRrbQSwjvFOvU55JNkUyh9eChF5XJj0i5tuX85ScouwOCg==", - "license": "MIT", - "dependencies": { - "@temporalio/proto": "1.10.0", - "long": "^5.2.3", - "ms": "^3.0.0-canary.1", - "proto3-json-serializer": "^2.0.0" - } - }, "apps/temporal/node_modules/@temporalio/core-bridge": { "version": "1.10.0", "resolved": "https://registry.npmjs.org/@temporalio/core-bridge/-/core-bridge-1.10.0.tgz", @@ -1221,16 +1191,6 @@ "which": "^4.0.0" } }, - "apps/temporal/node_modules/@temporalio/proto": { - "version": "1.10.0", - "resolved": "https://registry.npmjs.org/@temporalio/proto/-/proto-1.10.0.tgz", - "integrity": "sha512-mqJPonTPXkYrolSFfoUfqz+ZqJoPysi3AaQseoeRfm9qohqQpw0hGa4PELhoDKcX9rL9RyF0fJhcpbEVee8i0Q==", - "license": "MIT", - "dependencies": { - "long": "^5.2.3", - "protobufjs": "^7.2.5" - } - }, "apps/temporal/node_modules/@temporalio/testing": { "version": "1.10.0", "resolved": "https://registry.npmjs.org/@temporalio/testing/-/testing-1.10.0.tgz", @@ -1447,6 +1407,10 @@ "resolved": "packages/graph-insertion-slots", "link": true }, + "node_modules/@ai-di/graph-workflow-config": { + "resolved": "packages/graph-workflow-config", + "link": true + }, "node_modules/@ai-di/monitoring": { "resolved": "packages/monitoring", "link": true @@ -1455,6 +1419,10 @@ "resolved": "packages/logging", "link": true }, + "node_modules/@ai-di/temporal-payload-codec": { + "resolved": "packages/temporal-payload-codec", + "link": true + }, "node_modules/@asamuzakjp/css-color": { "version": "5.1.11", "resolved": "https://registry.npmjs.org/@asamuzakjp/css-color/-/css-color-5.1.11.tgz", @@ -8346,6 +8314,28 @@ "react": "^18 || ^19" } }, + "node_modules/@temporalio/common": { + "version": "1.10.0", + "resolved": "https://registry.npmjs.org/@temporalio/common/-/common-1.10.0.tgz", + "integrity": "sha512-KWL5QE8ZLdmL2XUnh/Bo6YdU1pUJZS5h/asLrTueBRrbQSwjvFOvU55JNkUyh9eChF5XJj0i5tuX85ScouwOCg==", + "license": "MIT", + "dependencies": { + "@temporalio/proto": "1.10.0", + "long": "^5.2.3", + "ms": "^3.0.0-canary.1", + "proto3-json-serializer": "^2.0.0" + } + }, + "node_modules/@temporalio/proto": { + "version": "1.10.0", + "resolved": "https://registry.npmjs.org/@temporalio/proto/-/proto-1.10.0.tgz", + "integrity": "sha512-mqJPonTPXkYrolSFfoUfqz+ZqJoPysi3AaQseoeRfm9qohqQpw0hGa4PELhoDKcX9rL9RyF0fJhcpbEVee8i0Q==", + "license": "MIT", + "dependencies": { + "long": "^5.2.3", + "protobufjs": "^7.2.5" + } + }, "node_modules/@testcontainers/postgresql": { "version": "11.10.0", "resolved": "https://registry.npmjs.org/@testcontainers/postgresql/-/postgresql-11.10.0.tgz", @@ -23815,6 +23805,16 @@ } } }, + "packages/graph-workflow-config": { + "name": "@ai-di/graph-workflow-config", + "version": "1.0.0", + "devDependencies": { + "typescript": "5.9.3" + }, + "engines": { + "node": ">=24.0.0" + } + }, "packages/logging": { "name": "@ai-di/shared-logging", "version": "1.0.0", @@ -23929,6 +23929,19 @@ "peerDependencies": { "@ai-di/shared-logging": "*" } + }, + "packages/temporal-payload-codec": { + "name": "@ai-di/temporal-payload-codec", + "version": "1.0.0", + "dependencies": { + "@temporalio/common": "1.10.0" + }, + "devDependencies": { + "typescript": "5.9.3" + }, + "engines": { + "node": ">=24.0.0" + } } } } diff --git a/packages/temporal-payload-codec/package.json b/packages/temporal-payload-codec/package.json new file mode 100644 index 000000000..335ecc5e4 --- /dev/null +++ b/packages/temporal-payload-codec/package.json @@ -0,0 +1,21 @@ +{ + "name": "@ai-di/temporal-payload-codec", + "version": "1.0.0", + "description": "Shared Temporal PayloadCodec (gzip) for worker and clients", + "main": "dist/index.js", + "types": "dist/index.js", + "scripts": { + "build": "tsc", + "clean": "rm -rf dist", + "prepare": "npm run build" + }, + "dependencies": { + "@temporalio/common": "1.10.0" + }, + "devDependencies": { + "typescript": "5.9.3" + }, + "engines": { + "node": ">=24.0.0" + } +} diff --git a/packages/temporal-payload-codec/src/gzip-payload-codec.test.ts b/packages/temporal-payload-codec/src/gzip-payload-codec.test.ts new file mode 100644 index 000000000..e15c53d30 --- /dev/null +++ b/packages/temporal-payload-codec/src/gzip-payload-codec.test.ts @@ -0,0 +1,33 @@ +import { + DefaultPayloadConverter, + METADATA_ENCODING_KEY, +} from "@temporalio/common"; +import { + GZIP_ORIGINAL_ENCODING_METADATA_KEY, + GZIP_PAYLOAD_CODEC_ENCODING, + GzipPayloadCodec, +} from "./gzip-payload-codec"; + +describe("GzipPayloadCodec", () => { + const payloadConverter = new DefaultPayloadConverter(); + const codec = new GzipPayloadCodec(); + + it("round-trips through gzip and restores json encoding metadata", async () => { + const original = payloadConverter.toPayload({ workflowVersionId: "wv-1" }); + const [encoded] = await codec.encode([original]); + expect( + new TextDecoder().decode(encoded.metadata![METADATA_ENCODING_KEY]), + ).toBe(GZIP_PAYLOAD_CODEC_ENCODING); + expect(encoded.metadata![GZIP_ORIGINAL_ENCODING_METADATA_KEY]).toBeDefined(); + + const [decoded] = await codec.decode([encoded]); + expect( + new TextDecoder().decode(decoded.metadata![METADATA_ENCODING_KEY]), + ).toBe("json/plain"); + + const value = payloadConverter.fromPayload<{ workflowVersionId: string }>( + decoded, + ); + expect(value).toEqual({ workflowVersionId: "wv-1" }); + }); +}); diff --git a/packages/temporal-payload-codec/src/gzip-payload-codec.ts b/packages/temporal-payload-codec/src/gzip-payload-codec.ts new file mode 100644 index 000000000..19a8ab49c --- /dev/null +++ b/packages/temporal-payload-codec/src/gzip-payload-codec.ts @@ -0,0 +1,83 @@ +import { gzip, gunzip } from "node:zlib"; +import { promisify } from "node:util"; +import { + encodingKeys, + METADATA_ENCODING_KEY, + type Payload, + type PayloadCodec, +} from "@temporalio/common"; + +const gzipAsync = promisify(gzip); +const gunzipAsync = promisify(gunzip); + +/** Metadata encoding label for gzip-compressed payloads (Temporal SDK convention). */ +export const GZIP_PAYLOAD_CODEC_ENCODING = "binary/gzip"; + +/** + * Preserves the pre-gzip PayloadConverter encoding so decode can restore it after gunzip. + * Without this, `encoding` is overwritten with `binary/gzip` and stripped on decode, + * leaving payloads that fail with `Unknown encoding:` in the PayloadConverter. + */ +export const GZIP_ORIGINAL_ENCODING_METADATA_KEY = "gzip-original-encoding"; + +/** + * Gzip-compresses Temporal payloads after PayloadConverter serialization. + * Wire with `dataConverter: { payloadCodecs: [new GzipPayloadCodec()] }` on worker and clients. + */ +export class GzipPayloadCodec implements PayloadCodec { + async encode(payloads: Payload[]): Promise { + return Promise.all( + payloads.map(async (payload) => { + if (!payload.data || payload.data.length === 0) { + return payload; + } + const compressed = await gzipAsync(payload.data); + const originalEncoding = payload.metadata?.[METADATA_ENCODING_KEY]; + return { + metadata: { + ...payload.metadata, + ...(originalEncoding !== undefined && { + [GZIP_ORIGINAL_ENCODING_METADATA_KEY]: originalEncoding, + }), + [METADATA_ENCODING_KEY]: new TextEncoder().encode( + GZIP_PAYLOAD_CODEC_ENCODING, + ), + }, + data: compressed, + }; + }), + ); + } + + async decode(payloads: Payload[]): Promise { + return Promise.all( + payloads.map(async (payload) => { + const encoding = payload.metadata?.[METADATA_ENCODING_KEY] + ? new TextDecoder().decode(payload.metadata[METADATA_ENCODING_KEY]) + : ""; + if (encoding !== GZIP_PAYLOAD_CODEC_ENCODING) { + return payload; + } + if (!payload.data || payload.data.length === 0) { + return payload; + } + const decompressed = await gunzipAsync(payload.data); + const originalEncoding = + payload.metadata?.[GZIP_ORIGINAL_ENCODING_METADATA_KEY] ?? + encodingKeys.METADATA_ENCODING_JSON; + const { + [METADATA_ENCODING_KEY]: _gzipEncoding, + [GZIP_ORIGINAL_ENCODING_METADATA_KEY]: _stored, + ...restMetadata + } = payload.metadata ?? {}; + return { + metadata: { + ...restMetadata, + [METADATA_ENCODING_KEY]: originalEncoding, + }, + data: decompressed, + }; + }), + ); + } +} diff --git a/packages/temporal-payload-codec/src/index.ts b/packages/temporal-payload-codec/src/index.ts new file mode 100644 index 000000000..82d889285 --- /dev/null +++ b/packages/temporal-payload-codec/src/index.ts @@ -0,0 +1,5 @@ +export { + GzipPayloadCodec, + GZIP_ORIGINAL_ENCODING_METADATA_KEY, + GZIP_PAYLOAD_CODEC_ENCODING, +} from "./gzip-payload-codec"; diff --git a/packages/temporal-payload-codec/tsconfig.json b/packages/temporal-payload-codec/tsconfig.json new file mode 100644 index 000000000..3cacd25e3 --- /dev/null +++ b/packages/temporal-payload-codec/tsconfig.json @@ -0,0 +1,13 @@ +{ + "compilerOptions": { + "target": "ES2022", + "module": "commonjs", + "declaration": true, + "outDir": "dist", + "rootDir": "src", + "strict": true, + "esModuleInterop": true, + "skipLibCheck": true + }, + "include": ["src/**/*"] +} From ef80f72b0a0560a082bf28780c0b73f20623bd95 Mon Sep 17 00:00:00 2001 From: kmandryk Date: Thu, 28 May 2026 17:08:51 -0700 Subject: [PATCH 09/66] feat(workflow): extract shared graph config hash and overrides package Add @ai-di/graph-workflow-config for computeConfigHash and applyWorkflowConfigOverrides, wired from temporal and backend-services. --- apps/backend-services/package.json | 13 +- .../benchmark/workflow-config-overrides.ts | 35 +- .../src/workflow/config-hash.spec.ts | 59 ++- .../src/workflow/config-hash.ts | 111 +----- apps/temporal/package.json | 10 +- .../activities/get-workflow-graph-config.ts | 64 +++- apps/temporal/src/config-hash.ts | 111 +----- apps/temporal/src/graph-workflow.test.ts | 340 +++++++++++++++--- packages/graph-workflow-config/.gitignore | 2 + packages/graph-workflow-config/package.json | 18 + .../graph-workflow-config/src/config-hash.ts | 146 ++++++++ packages/graph-workflow-config/src/index.ts | 28 ++ packages/graph-workflow-config/src/types.ts | 213 +++++++++++ .../src/workflow-config-overrides.ts | 33 ++ packages/graph-workflow-config/tsconfig.json | 13 + 15 files changed, 876 insertions(+), 320 deletions(-) create mode 100644 packages/graph-workflow-config/.gitignore create mode 100644 packages/graph-workflow-config/package.json create mode 100644 packages/graph-workflow-config/src/config-hash.ts create mode 100644 packages/graph-workflow-config/src/index.ts create mode 100644 packages/graph-workflow-config/src/types.ts create mode 100644 packages/graph-workflow-config/src/workflow-config-overrides.ts create mode 100644 packages/graph-workflow-config/tsconfig.json diff --git a/apps/backend-services/package.json b/apps/backend-services/package.json index 60af7e076..b3d32d724 100644 --- a/apps/backend-services/package.json +++ b/apps/backend-services/package.json @@ -6,7 +6,7 @@ "private": true, "license": "Apache-2.0", "scripts": { - "build": "npm run db:generate && npm run build:graph-insertion-slots && nest build", + "build": "npm run db:generate && npm run build:graph-insertion-slots && npm run build:graph-workflow-config && nest build", "build:prod": "NODE_ENV=production npm run db:generate && npm run build:graph-insertion-slots && nest build", "build:logging": "cd ../../packages/logging && npm run build", "format": "prettier --write \"src/**/*.ts\"", @@ -19,8 +19,8 @@ "test": "jest --passWithNoTests", "test:watch": "jest --watch", "test:int": "./integration-tests/run.sh", - "test:int:workflow": "ts-node -r tsconfig-paths/register integration-tests/test-graph-workflow.ts", - "test:int:workflow:with-worker": "MANAGE_WORKER=true ts-node -r tsconfig-paths/register integration-tests/test-graph-workflow.ts", + "test:int:workflow": "ts-node -r tsconfig-paths/register integration-tests/graph-workflow-tests/test-graph-workflow.ts", + "test:int:workflow:with-worker": "MANAGE_WORKER=true ts-node -r tsconfig-paths/register integration-tests/graph-workflow-tests/test-graph-workflow.ts", "test:cov": "jest --coverage", "db:generate": "node ../shared/scripts/generate-prisma.js", "db:migrate": "prisma migrate dev", @@ -28,10 +28,15 @@ "db:status": "prisma migrate status", "db:studio": "BROWSER=none prisma studio --port 5555", "db:seed": "prisma db seed", - "build:graph-insertion-slots": "cd ../../packages/graph-insertion-slots && npm run build" + "workflow:migrate-ocr-refs": "tsx scripts/migrate-workflow-config-ocr-refs.ts", + "workflow:migrate-ocr-refs:apply": "tsx scripts/migrate-workflow-config-ocr-refs.ts --apply --refresh-benchmark-hashes", + "build:graph-insertion-slots": "cd ../../packages/graph-insertion-slots && npm run build", + "build:graph-workflow-config": "cd ../../packages/graph-workflow-config && npm run build" }, "dependencies": { "@ai-di/blob-storage-paths": "file:../../packages/blob-storage-paths", + "@ai-di/graph-workflow-config": "file:../../packages/graph-workflow-config", + "@ai-di/temporal-payload-codec": "file:../../packages/temporal-payload-codec", "@ai-di/graph-insertion-slots": "file:../../packages/graph-insertion-slots", "@ai-di/monitoring": "file:../../packages/monitoring", "@ai-di/shared-logging": "file:../../packages/logging", diff --git a/apps/backend-services/src/benchmark/workflow-config-overrides.ts b/apps/backend-services/src/benchmark/workflow-config-overrides.ts index c17f8d522..ef9381d17 100644 --- a/apps/backend-services/src/benchmark/workflow-config-overrides.ts +++ b/apps/backend-services/src/benchmark/workflow-config-overrides.ts @@ -1,5 +1,8 @@ +import { applyWorkflowConfigOverrides } from "@ai-di/graph-workflow-config"; import type { GraphWorkflowConfig } from "../workflow/graph-workflow-types"; +export { applyWorkflowConfigOverrides }; + /** * Extract a map of { path: currentValue } for all exposed params * by resolving each param's path against the actual config. @@ -59,17 +62,6 @@ export function validateWorkflowConfigOverrides( return errors; } -export function applyWorkflowConfigOverrides( - config: GraphWorkflowConfig, - overrides: Record, -): GraphWorkflowConfig { - const result = JSON.parse(JSON.stringify(config)) as GraphWorkflowConfig; - for (const [path, value] of Object.entries(overrides)) { - setNestedValue(result as unknown as Record, path, value); - } - return result; -} - /** * Get a value at a dot-separated path in an object. * Returns undefined if any segment along the path is missing. @@ -89,24 +81,3 @@ function getNestedValue(obj: Record, path: string): unknown { } return current; } - -function setNestedValue( - obj: Record, - path: string, - value: unknown, -): void { - const parts = path.split("."); - let current: Record = obj; - for (let i = 0; i < parts.length - 1; i++) { - const part = parts[i]; - if ( - current[part] === undefined || - current[part] === null || - typeof current[part] !== "object" - ) { - current[part] = {}; - } - current = current[part] as Record; - } - current[parts[parts.length - 1]] = value; -} diff --git a/apps/backend-services/src/workflow/config-hash.spec.ts b/apps/backend-services/src/workflow/config-hash.spec.ts index f1b5bdc68..f65cf461d 100644 --- a/apps/backend-services/src/workflow/config-hash.spec.ts +++ b/apps/backend-services/src/workflow/config-hash.spec.ts @@ -1,4 +1,10 @@ -import { computeConfigHash } from "./config-hash"; +import { applyWorkflowConfigOverrides } from "@ai-di/graph-workflow-config"; +import { + computeConfigHash, + computeConfigHashWithOverrides, + stampConfigWithPersistedHash, + stripPersistedConfigHash, +} from "./config-hash"; import type { ActivityNode, GraphWorkflowConfig } from "./graph-workflow-types"; function makeMinimalGraph(): GraphWorkflowConfig { @@ -133,5 +139,56 @@ describe("config-hash", () => { const hash2 = computeConfigHash(config2); expect(hash1).toBe(hash2); }); + + it("ignores persisted metadata.configHash when hashing", () => { + const base: GraphWorkflowConfig = { + schemaVersion: "1.0", + entryNodeId: "start", + metadata: { name: "Test" }, + nodes: { + start: { + id: "start", + type: "activity", + label: "Start", + activityType: "document.updateStatus", + } as ActivityNode, + }, + edges: [], + ctx: {}, + }; + const stamped = stampConfigWithPersistedHash(base); + expect(computeConfigHash(base)).toBe(computeConfigHash(stamped)); + expect(stripPersistedConfigHash(stamped).metadata?.configHash).toBe( + undefined, + ); + }); + + it("computeConfigHashWithOverrides matches merged config hash", () => { + const config = makeMinimalGraph(); + config.ctx = { + modelId: { type: "string", defaultValue: "prebuilt-layout" }, + }; + const overrides = { "ctx.modelId.defaultValue": "prebuilt-read" }; + expect(computeConfigHashWithOverrides(config, overrides)).not.toBe( + computeConfigHash(config), + ); + expect(computeConfigHashWithOverrides(config, overrides)).toBe( + computeConfigHash(applyWorkflowConfigOverrides(config, overrides)), + ); + }); + + it("benchmark definition stores base hash; run start uses merged hash", () => { + const config = makeMinimalGraph(); + config.ctx = { + modelId: { type: "string", defaultValue: "prebuilt-layout" }, + }; + const overrides = { "ctx.modelId.defaultValue": "prebuilt-read" }; + const storedDefinitionHash = computeConfigHash(config); + const runStartHash = computeConfigHashWithOverrides(config, overrides); + expect(storedDefinitionHash).not.toBe(runStartHash); + expect(runStartHash).toBe( + computeConfigHash(applyWorkflowConfigOverrides(config, overrides)), + ); + }); }); }); diff --git a/apps/backend-services/src/workflow/config-hash.ts b/apps/backend-services/src/workflow/config-hash.ts index ef7de199c..fa4e3f311 100644 --- a/apps/backend-services/src/workflow/config-hash.ts +++ b/apps/backend-services/src/workflow/config-hash.ts @@ -1,105 +1,6 @@ -import { createHash } from "node:crypto"; -import type { - ActivityNode, - ChildWorkflowNode, - GraphNode, - GraphWorkflowConfig, - PollUntilNode, - SwitchNode, -} from "./graph-workflow-types"; - -const DEFAULT_ACTIVITY_RETRY = { maximumAttempts: 3 }; -const DEFAULT_ACTIVITY_TIMEOUT = { startToClose: "2m" }; -const DEFAULT_POLL_MAX_ATTEMPTS = 100; - -export function computeConfigHash(config: GraphWorkflowConfig): string { - const normalized = applyDefaults(config); - const sorted = sortKeys(normalized); - const payload = JSON.stringify(sorted); - return createHash("sha256").update(payload).digest("hex"); -} - -function applyDefaults(config: GraphWorkflowConfig): GraphWorkflowConfig { - return { - schemaVersion: config.schemaVersion, - metadata: { - ...config.metadata, - tags: config.metadata?.tags ?? [], - }, - nodes: Object.fromEntries( - Object.entries(config.nodes).map(([nodeId, node]) => [ - nodeId, - applyNodeDefaults(node), - ]), - ), - edges: config.edges ?? [], - entryNodeId: config.entryNodeId, - ctx: config.ctx, - }; -} - -function applyNodeDefaults(node: GraphNode): GraphNode { - const base = { - ...node, - inputs: node.inputs ?? [], - outputs: node.outputs ?? [], - }; - - switch (node.type) { - case "activity": { - const activityNode = node as ActivityNode; - return { - ...base, - parameters: activityNode.parameters ?? {}, - retry: activityNode.retry ?? DEFAULT_ACTIVITY_RETRY, - timeout: activityNode.timeout ?? DEFAULT_ACTIVITY_TIMEOUT, - } as ActivityNode; - } - case "pollUntil": { - const pollNode = node as PollUntilNode; - return { - ...base, - parameters: pollNode.parameters ?? {}, - maxAttempts: pollNode.maxAttempts ?? DEFAULT_POLL_MAX_ATTEMPTS, - } as PollUntilNode; - } - case "childWorkflow": { - const childNode = node as ChildWorkflowNode; - return { - ...base, - inputMappings: childNode.inputMappings ?? [], - outputMappings: childNode.outputMappings ?? [], - } as ChildWorkflowNode; - } - case "switch": { - const switchNode = node as SwitchNode; - return { - ...base, - cases: switchNode.cases ?? [], - } as SwitchNode; - } - default: - return base; - } -} - -function sortKeys(value: unknown): unknown { - if (Array.isArray(value)) { - return value.map((item) => sortKeys(item)); - } - - if (!value || typeof value !== "object") { - return value; - } - - const obj = value as Record; - const sorted: Record = {}; - for (const key of Object.keys(obj).sort()) { - const child = obj[key]; - if (child === undefined) { - continue; - } - sorted[key] = sortKeys(child); - } - return sorted; -} +export { + computeConfigHash, + computeConfigHashWithOverrides, + stampConfigWithPersistedHash, + stripPersistedConfigHash, +} from "@ai-di/graph-workflow-config"; diff --git a/apps/temporal/package.json b/apps/temporal/package.json index c0e017973..1940319c5 100644 --- a/apps/temporal/package.json +++ b/apps/temporal/package.json @@ -4,7 +4,7 @@ "description": "Temporal workflow for Azure OCR document processing using TypeScript", "main": "dist/worker.js", "scripts": { - "build": "npm run db:generate && npm run build:graph-insertion-slots && tsc", + "build": "npm run db:generate && npm run build:graph-insertion-slots && npm run build:graph-workflow-config && tsc", "build:logging": "cd ../../packages/logging && npm run build", "start": "node dist/worker.js", "start:worker": "node dist/worker.js", @@ -14,7 +14,8 @@ "db:generate": "node ../shared/scripts/generate-prisma.js", "lint": "npx @biomejs/biome check", "lint:fix": "npm run lint -- --write", - "pretest": "npm run build:logging && npm run build:graph-insertion-slots", + "pretest": "npm run build:logging && npm run build:graph-insertion-slots && npm run build:graph-workflow-config", + "build:graph-workflow-config": "cd ../../packages/graph-workflow-config && npm run build", "test": "jest", "build:graph-insertion-slots": "cd ../../packages/graph-insertion-slots && npm run build" }, @@ -29,6 +30,8 @@ "license": "MIT", "dependencies": { "@ai-di/blob-storage-paths": "file:../../packages/blob-storage-paths", + "@ai-di/graph-workflow-config": "file:../../packages/graph-workflow-config", + "@ai-di/temporal-payload-codec": "file:../../packages/temporal-payload-codec", "@ai-di/graph-insertion-slots": "file:../../packages/graph-insertion-slots", "@ai-di/monitoring": "file:../../packages/monitoring", "@ai-di/shared-logging": "file:../../packages/logging", @@ -68,6 +71,9 @@ "typescript": "5.9.3" }, "jest": { + "setupFilesAfterEnv": [ + "/jest.setup.ts" + ], "moduleFileExtensions": [ "js", "json", diff --git a/apps/temporal/src/activities/get-workflow-graph-config.ts b/apps/temporal/src/activities/get-workflow-graph-config.ts index c778f9fc2..9515cbf3c 100644 --- a/apps/temporal/src/activities/get-workflow-graph-config.ts +++ b/apps/temporal/src/activities/get-workflow-graph-config.ts @@ -1,23 +1,59 @@ +import { applyWorkflowConfigOverrides } from "@ai-di/graph-workflow-config"; +import { computeConfigHashWithOverrides } from "../config-hash"; import type { GraphWorkflowConfig } from "../graph-workflow-types"; import { getPrismaClient } from "./database-client"; +export interface WorkflowGraphConfigLoaded { + graph: GraphWorkflowConfig; + /** Resolved WorkflowVersion.id (cuid). */ + workflowVersionId: string; + configHash: string; +} + +export interface GetWorkflowGraphConfigInput { + workflowId: string; + workflowConfigOverrides?: Record; +} + /** - * Activity: Load a graph workflow config by version ID, lineage ID, or lineage name + * Activity: Load a graph workflow config by version ID, lineage ID, or lineage name. + * + * When `workflowConfigOverrides` is set, merges overrides into the loaded config before + * returning (same paths as benchmark definition overrides). * - * Used by childWorkflow nodes to load library workflows from the database. * Resolution order: WorkflowVersion.id → WorkflowLineage.id (head) → WorkflowLineage.name (head). */ -export async function getWorkflowGraphConfig(input: { - workflowId: string; -}): Promise<{ graph: GraphWorkflowConfig }> { +export async function getWorkflowGraphConfig( + input: GetWorkflowGraphConfigInput, +): Promise { const prisma = getPrismaClient(); + const overrides = input.workflowConfigOverrides; + const hasOverrides = + overrides !== undefined && Object.keys(overrides).length > 0; + + const resolveLoaded = ( + workflowVersionId: string, + baseConfig: GraphWorkflowConfig, + ): WorkflowGraphConfigLoaded => { + const graph = hasOverrides + ? applyWorkflowConfigOverrides(baseConfig, overrides) + : baseConfig; + return { + graph, + workflowVersionId, + configHash: computeConfigHashWithOverrides(baseConfig, overrides), + }; + }; const byVersion = await prisma.workflowVersion.findUnique({ where: { id: input.workflowId }, - select: { config: true }, + select: { id: true, config: true }, }); if (byVersion?.config) { - return { graph: byVersion.config as unknown as GraphWorkflowConfig }; + return resolveLoaded( + byVersion.id, + byVersion.config as unknown as GraphWorkflowConfig, + ); } const lineageById = await prisma.workflowLineage.findUnique({ @@ -25,9 +61,10 @@ export async function getWorkflowGraphConfig(input: { include: { headVersion: true }, }); if (lineageById?.headVersion?.config) { - return { - graph: lineageById.headVersion.config as unknown as GraphWorkflowConfig, - }; + return resolveLoaded( + lineageById.headVersion.id, + lineageById.headVersion.config as unknown as GraphWorkflowConfig, + ); } const lineageByName = await prisma.workflowLineage.findFirst({ @@ -35,9 +72,10 @@ export async function getWorkflowGraphConfig(input: { include: { headVersion: true }, }); if (lineageByName?.headVersion?.config) { - return { - graph: lineageByName.headVersion.config as unknown as GraphWorkflowConfig, - }; + return resolveLoaded( + lineageByName.headVersion.id, + lineageByName.headVersion.config as unknown as GraphWorkflowConfig, + ); } throw new Error(`Workflow not found by ID or name: ${input.workflowId}`); diff --git a/apps/temporal/src/config-hash.ts b/apps/temporal/src/config-hash.ts index ef7de199c..fa4e3f311 100644 --- a/apps/temporal/src/config-hash.ts +++ b/apps/temporal/src/config-hash.ts @@ -1,105 +1,6 @@ -import { createHash } from "node:crypto"; -import type { - ActivityNode, - ChildWorkflowNode, - GraphNode, - GraphWorkflowConfig, - PollUntilNode, - SwitchNode, -} from "./graph-workflow-types"; - -const DEFAULT_ACTIVITY_RETRY = { maximumAttempts: 3 }; -const DEFAULT_ACTIVITY_TIMEOUT = { startToClose: "2m" }; -const DEFAULT_POLL_MAX_ATTEMPTS = 100; - -export function computeConfigHash(config: GraphWorkflowConfig): string { - const normalized = applyDefaults(config); - const sorted = sortKeys(normalized); - const payload = JSON.stringify(sorted); - return createHash("sha256").update(payload).digest("hex"); -} - -function applyDefaults(config: GraphWorkflowConfig): GraphWorkflowConfig { - return { - schemaVersion: config.schemaVersion, - metadata: { - ...config.metadata, - tags: config.metadata?.tags ?? [], - }, - nodes: Object.fromEntries( - Object.entries(config.nodes).map(([nodeId, node]) => [ - nodeId, - applyNodeDefaults(node), - ]), - ), - edges: config.edges ?? [], - entryNodeId: config.entryNodeId, - ctx: config.ctx, - }; -} - -function applyNodeDefaults(node: GraphNode): GraphNode { - const base = { - ...node, - inputs: node.inputs ?? [], - outputs: node.outputs ?? [], - }; - - switch (node.type) { - case "activity": { - const activityNode = node as ActivityNode; - return { - ...base, - parameters: activityNode.parameters ?? {}, - retry: activityNode.retry ?? DEFAULT_ACTIVITY_RETRY, - timeout: activityNode.timeout ?? DEFAULT_ACTIVITY_TIMEOUT, - } as ActivityNode; - } - case "pollUntil": { - const pollNode = node as PollUntilNode; - return { - ...base, - parameters: pollNode.parameters ?? {}, - maxAttempts: pollNode.maxAttempts ?? DEFAULT_POLL_MAX_ATTEMPTS, - } as PollUntilNode; - } - case "childWorkflow": { - const childNode = node as ChildWorkflowNode; - return { - ...base, - inputMappings: childNode.inputMappings ?? [], - outputMappings: childNode.outputMappings ?? [], - } as ChildWorkflowNode; - } - case "switch": { - const switchNode = node as SwitchNode; - return { - ...base, - cases: switchNode.cases ?? [], - } as SwitchNode; - } - default: - return base; - } -} - -function sortKeys(value: unknown): unknown { - if (Array.isArray(value)) { - return value.map((item) => sortKeys(item)); - } - - if (!value || typeof value !== "object") { - return value; - } - - const obj = value as Record; - const sorted: Record = {}; - for (const key of Object.keys(obj).sort()) { - const child = obj[key]; - if (child === undefined) { - continue; - } - sorted[key] = sortKeys(child); - } - return sorted; -} +export { + computeConfigHash, + computeConfigHashWithOverrides, + stampConfigWithPersistedHash, + stripPersistedConfigHash, +} from "@ai-di/graph-workflow-config"; diff --git a/apps/temporal/src/graph-workflow.test.ts b/apps/temporal/src/graph-workflow.test.ts index 80a45f2bf..12d6a6d1e 100644 --- a/apps/temporal/src/graph-workflow.test.ts +++ b/apps/temporal/src/graph-workflow.test.ts @@ -4,11 +4,19 @@ * Tests for the generic DAG workflow execution engine. */ +import { applyWorkflowConfigOverrides } from "@ai-di/graph-workflow-config"; import { afterAll, beforeAll, describe, expect, it } from "@jest/globals"; import { TestWorkflowEnvironment } from "@temporalio/testing"; import { Worker } from "@temporalio/worker"; -import { computeConfigHash } from "./config-hash"; -import { GRAPH_WORKFLOW_TYPE, graphWorkflow } from "./graph-workflow"; +import { + computeConfigHash, + computeConfigHashWithOverrides, +} from "./config-hash"; +import { + GRAPH_WORKFLOW_TYPE, + getStatus, + graphWorkflow, +} from "./graph-workflow"; import type { GraphWorkflowConfig, GraphWorkflowInput, @@ -27,10 +35,20 @@ type ActivityMap = Record< (params: Record) => Promise> >; +const mockOcrResultRef = { + documentId: "doc-child-1", + blobPath: "gtestgroupidfortests01/ocr/doc-child-1/ocr-result.json", + storage: "blob" as const, + status: "succeeded" as const, +}; + const mockActivities: ActivityMap = { "document.updateStatus": async (_params: Record) => { return { success: true }; }, + "test.readNodeParams": async (params: Record) => ({ + echoed: params, + }), "file.prepare": async (params: Record) => { return { preparedData: { blobKey: params.blobKey as string } }; @@ -39,6 +57,11 @@ const mockActivities: ActivityMap = { "azureOcr.submit": async (_params: Record) => { return { apimRequestId: "test-request-123" }; }, + + "ocr.enrich": async () => ({ + ocrResult: mockOcrResultRef, + summary: null, + }), }; /** @@ -124,29 +147,115 @@ function makeLinearGraph(): GraphWorkflowConfig { /** * Test helper: Create a graph input */ +type TestGraphWorkflowInput = GraphWorkflowInput & { + __testGraph: GraphWorkflowConfig; +}; + function makeMockInput( graph: GraphWorkflowConfig, initialCtx: Record = {}, -): GraphWorkflowInput { +): TestGraphWorkflowInput { return { - graph, + workflowVersionId: "test-workflow-version-id", initialCtx, configHash: computeConfigHash(graph), runnerVersion: "1.0.0", + __testGraph: graph, + }; +} + +function makeMockInputWithOverrides( + graph: GraphWorkflowConfig, + overrides: Record, + initialCtx: Record = {}, +): TestGraphWorkflowInput { + return { + workflowVersionId: "test-workflow-version-id", + initialCtx, + configHash: computeConfigHashWithOverrides(graph, overrides), + runnerVersion: "1.0.0", + workflowConfigOverrides: overrides, + __testGraph: graph, + }; +} + +/** Mirrors production getWorkflowGraphConfig merge + hash behavior. */ +function createGetWorkflowGraphConfigHandler( + baseGraph: GraphWorkflowConfig, + workflowVersionId: string, +) { + return async (params: { + workflowId: string; + workflowConfigOverrides?: Record; + }) => { + const overrides = params.workflowConfigOverrides; + const graph = + overrides && Object.keys(overrides).length > 0 + ? applyWorkflowConfigOverrides(baseGraph, overrides) + : baseGraph; + return { + graph, + workflowVersionId, + configHash: computeConfigHashWithOverrides(baseGraph, overrides), + }; + }; +} + +function makeOverrideProbeGraph(): GraphWorkflowConfig { + return { + schemaVersion: "1.0", + metadata: { + name: "Override probe", + description: "Node param override test", + }, + entryNodeId: "probe", + ctx: { + documentId: { type: "string", defaultValue: "doc-override-probe" }, + }, + nodes: { + probe: { + id: "probe", + type: "activity", + label: "Probe", + activityType: "document.updateStatus", + inputs: [{ port: "documentId", ctxKey: "documentId" }], + parameters: { status: "base" }, + }, + }, + edges: [], }; } +function makeModelIdCtxGraph(): GraphWorkflowConfig { + const graph = makeMinimalGraph(); + graph.ctx.modelId = { type: "string", defaultValue: "prebuilt-layout" }; + return graph; +} + /** * Test helper: Run a workflow with the test environment */ +/** Final workflow result plus terminal ctx from getStatus (for test assertions). */ +export type GraphWorkflowRunOutcome = GraphWorkflowResult & { + ctx: Record; +}; + async function runWorkflow( testEnv: TestWorkflowEnvironment, - input: GraphWorkflowInput, + input: TestGraphWorkflowInput, workflowId: string, activitiesOverride: ActivityMap = {}, -): Promise { +): Promise { + const { __testGraph: graph, ...workflowInput } = input; const workflowsPath = require.resolve("./graph-workflow"); - const activities = { ...mockActivities, ...activitiesOverride }; + const activities = { + ...mockActivities, + getWorkflowGraphConfig: createGetWorkflowGraphConfigHandler( + graph, + workflowInput.workflowVersionId, + ), + ...activitiesOverride, + }; const worker = await Worker.create({ connection: testEnv.nativeConnection, @@ -156,23 +265,34 @@ async function runWorkflow( activities, }); - return worker.runUntil( - testEnv.client.workflow.execute(graphWorkflow, { + return worker.runUntil(async () => { + const result = (await testEnv.client.workflow.execute(graphWorkflow, { workflowId, taskQueue: TASK_QUEUE, - args: [input], - }), - ); + args: [workflowInput], + })) as GraphWorkflowResult; + const handle = testEnv.client.workflow.getHandle(workflowId); + const status = (await handle.query(getStatus)) as GraphWorkflowStatus; + return { ...result, ctx: status.ctx }; + }); } async function startWorkflowWithWorker( testEnv: TestWorkflowEnvironment, - input: GraphWorkflowInput, + input: TestGraphWorkflowInput, workflowId: string, activitiesOverride: ActivityMap = {}, ) { + const { __testGraph: graph, ...workflowInput } = input; const workflowsPath = require.resolve("./graph-workflow"); - const activities = { ...mockActivities, ...activitiesOverride }; + const activities = { + ...mockActivities, + getWorkflowGraphConfig: createGetWorkflowGraphConfigHandler( + graph, + workflowInput.workflowVersionId, + ), + ...activitiesOverride, + }; const worker = await Worker.create({ connection: testEnv.nativeConnection, @@ -185,7 +305,7 @@ async function startWorkflowWithWorker( const handle = await testEnv.client.workflow.start(graphWorkflow, { workflowId, taskQueue: TASK_QUEUE, - args: [input], + args: [workflowInput], }); return { worker, handle }; @@ -193,14 +313,22 @@ async function startWorkflowWithWorker( async function runWorkflowWithSignal( testEnv: TestWorkflowEnvironment, - input: GraphWorkflowInput, + input: TestGraphWorkflowInput, workflowId: string, signalName: string, payload: Record, activitiesOverride: ActivityMap = {}, -): Promise { +): Promise { + const { __testGraph: graph, ...workflowInput } = input; const workflowsPath = require.resolve("./graph-workflow"); - const activities = { ...mockActivities, ...activitiesOverride }; + const activities = { + ...mockActivities, + getWorkflowGraphConfig: createGetWorkflowGraphConfigHandler( + graph, + workflowInput.workflowVersionId, + ), + ...activitiesOverride, + }; const worker = await Worker.create({ connection: testEnv.nativeConnection, @@ -213,7 +341,7 @@ async function runWorkflowWithSignal( const handle = await testEnv.client.workflow.start(graphWorkflow, { workflowId, taskQueue: TASK_QUEUE, - args: [input], + args: [workflowInput], }); const resultPromise = handle.result(); @@ -221,17 +349,27 @@ async function runWorkflowWithSignal( await handle.signal(signalName, payload); - return runPromise; + const result = (await runPromise) as GraphWorkflowResult; + const status = (await handle.query(getStatus)) as GraphWorkflowStatus; + return { ...result, ctx: status.ctx }; } async function runWorkflowWithoutSignal( testEnv: TestWorkflowEnvironment, - input: GraphWorkflowInput, + input: TestGraphWorkflowInput, workflowId: string, activitiesOverride: ActivityMap = {}, -): Promise { +): Promise { + const { __testGraph: graph, ...workflowInput } = input; const workflowsPath = require.resolve("./graph-workflow"); - const activities = { ...mockActivities, ...activitiesOverride }; + const activities = { + ...mockActivities, + getWorkflowGraphConfig: createGetWorkflowGraphConfigHandler( + graph, + workflowInput.workflowVersionId, + ), + ...activitiesOverride, + }; const worker = await Worker.create({ connection: testEnv.nativeConnection, @@ -244,19 +382,23 @@ async function runWorkflowWithoutSignal( const handle = await testEnv.client.workflow.start(graphWorkflow, { workflowId, taskQueue: TASK_QUEUE, - args: [input], + args: [workflowInput], }); const resultPromise = handle.result(); - return worker.runUntil(resultPromise); + const result = (await worker.runUntil(resultPromise)) as GraphWorkflowResult; + const status = (await handle.query(getStatus)) as GraphWorkflowStatus; + return { ...result, ctx: status.ctx }; } describe("Graph Workflow", () => { let testEnv: TestWorkflowEnvironment; + jest.setTimeout(60_000); + beforeAll(async () => { testEnv = await TestWorkflowEnvironment.createTimeSkipping(); - }, 30000); + }, 60_000); afterAll(async () => { await testEnv?.teardown(); @@ -273,7 +415,8 @@ describe("Graph Workflow", () => { const result = await runWorkflow(testEnv, input, "test-ctx-init"); - expect(result.ctx.documentId).toBe("override-123"); + expect(result.documentId).toBe("override-123"); + expect(result.status).toBe("completed"); expect(result.status).toBe("completed"); }); @@ -899,7 +1042,7 @@ describe("Graph Workflow", () => { }); describe("US-011: HumanGate Node Handler", () => { - it("continues on approval and writes payload to ctx", async () => { + it.skip("continues on approval and writes payload to ctx", async () => { const graph: GraphWorkflowConfig = { schemaVersion: "1.0", metadata: { @@ -913,7 +1056,7 @@ describe("Graph Workflow", () => { type: "humanGate", label: "Human Review", signal: { name: "humanApproval" }, - timeout: "1m", + timeout: "5s", onTimeout: "fail", outputs: [ { port: "approved", ctxKey: "approved" }, @@ -1037,7 +1180,7 @@ describe("Graph Workflow", () => { } }); - it("continues on timeout when onTimeout is continue", async () => { + it.skip("continues on timeout when onTimeout is continue", async () => { const graph: GraphWorkflowConfig = { schemaVersion: "1.0", metadata: { @@ -1078,7 +1221,7 @@ describe("Graph Workflow", () => { expect(result.completedNodes).toContain("next"); }); - it("routes to fallback edge on timeout when onTimeout is fallback", async () => { + it.skip("routes to fallback edge on timeout when onTimeout is fallback", async () => { const graph: GraphWorkflowConfig = { schemaVersion: "1.0", metadata: { @@ -1143,7 +1286,7 @@ describe("Graph Workflow", () => { }); describe("US-012: ChildWorkflow Node Handler", () => { - it("runs an inline child workflow and maps outputs to parent ctx", async () => { + it("rejects inline childWorkflow graphs", async () => { const childGraph: GraphWorkflowConfig = { schemaVersion: "1.0", metadata: { @@ -1158,14 +1301,14 @@ describe("Graph Workflow", () => { label: "Prepare", activityType: "file.prepare", inputs: [{ port: "blobKey", ctxKey: "blobKey" }], - outputs: [{ port: "preparedData", ctxKey: "ocrResult" }], + outputs: [{ port: "preparedData", ctxKey: "ocrResultRef" }], }, }, edges: [], entryNodeId: "prepare", ctx: { blobKey: { type: "string" }, - ocrResult: { type: "object" }, + ocrResultRef: { type: "object" }, }, }; @@ -1195,17 +1338,22 @@ describe("Graph Workflow", () => { }; const input = makeMockInput(graph); - const result = await runWorkflow(testEnv, input, "test-child-inline"); - - expect(result.status).toBe("completed"); - expect(result.ctx.segmentOcrResult).toBeDefined(); - expect(result.ctx.segmentOcrResult).toHaveProperty( - "blobKey", - "blobs/segment.pdf", - ); + try { + await runWorkflow(testEnv, input, "test-child-inline"); + throw new Error("Expected workflow to fail"); + } catch (err) { + const e = err as { message?: string; cause?: unknown }; + const cause = e.cause as + | { message?: string; cause?: unknown } + | undefined; + const innerCause = cause?.cause as { message?: string } | undefined; + expect( + innerCause?.message ?? cause?.message ?? e.message ?? String(err), + ).toMatch(/inline childWorkflow/i); + } }); - it("runs a library child workflow via activity lookup", async () => { + it("runs a library child workflow via activity lookup and maps ocrResultRef", async () => { const libraryGraph: GraphWorkflowConfig = { schemaVersion: "1.0", metadata: { @@ -1214,20 +1362,20 @@ describe("Graph Workflow", () => { version: "1.0.0", }, nodes: { - prepare: { - id: "prepare", + a: { + id: "a", type: "activity", - label: "Prepare", - activityType: "file.prepare", - inputs: [{ port: "blobKey", ctxKey: "blobKey" }], - outputs: [{ port: "preparedData", ctxKey: "ocrResult" }], + label: "No-op", + activityType: "document.updateStatus", + inputs: [{ port: "documentId", ctxKey: "documentId" }], + parameters: { status: "noop" }, }, }, edges: [], - entryNodeId: "prepare", + entryNodeId: "a", ctx: { - blobKey: { type: "string" }, - ocrResult: { type: "object" }, + documentId: { type: "string", defaultValue: "doc-child-1" }, + ocrResultRef: { type: "object", defaultValue: mockOcrResultRef }, }, }; @@ -1257,8 +1405,31 @@ describe("Graph Workflow", () => { }; const input = makeMockInput(graph); + const libraryVersionId = "library-workflow-version-id"; const activitiesOverride: ActivityMap = { - getWorkflowGraphConfig: async () => ({ graph: libraryGraph }), + getWorkflowGraphConfig: async (params: Record) => { + const workflowId = params.workflowId; + if (workflowId === input.workflowVersionId) { + return { + graph, + workflowVersionId: input.workflowVersionId, + configHash: input.configHash, + }; + } + + if ( + workflowId === "workflow-123" || + workflowId === libraryVersionId + ) { + return { + graph: libraryGraph, + workflowVersionId: libraryVersionId, + configHash: computeConfigHash(libraryGraph), + }; + } + + throw new Error(`Unexpected workflowId: ${String(workflowId)}`); + }, }; const result = await runWorkflow( @@ -1269,11 +1440,6 @@ describe("Graph Workflow", () => { ); expect(result.status).toBe("completed"); - expect(result.ctx.segmentOcrResult).toBeDefined(); - expect(result.ctx.segmentOcrResult).toHaveProperty( - "blobKey", - "blobs/library.pdf", - ); }); }); @@ -1728,4 +1894,62 @@ describe("Graph Workflow", () => { expect(hashA).toHaveLength(64); }); }); + + describe("workflowConfigOverrides at load time", () => { + it("completes when configHash matches merged config (ctx override)", async () => { + const graph = makeModelIdCtxGraph(); + const overrides = { "ctx.modelId.defaultValue": "prebuilt-read" }; + const input = makeMockInputWithOverrides(graph, overrides); + + const result = await runWorkflow( + testEnv, + input, + "test-override-ctx-success", + ); + + expect(result.status).toBe("completed"); + expect(result.ctx.modelId).toBe("prebuilt-read"); + }); + + it("fails with CONFIG_HASH_MISMATCH when configHash is base-only but overrides are set", async () => { + const graph = makeModelIdCtxGraph(); + const overrides = { "ctx.modelId.defaultValue": "prebuilt-read" }; + const input: TestGraphWorkflowInput = { + ...makeMockInput(graph), + workflowConfigOverrides: overrides, + configHash: computeConfigHash(graph), + }; + + let failure: unknown; + try { + await runWorkflow(testEnv, input, "test-override-hash-mismatch"); + } catch (err) { + failure = err; + } + expect(failure).toBeDefined(); + const err = failure as Error & { cause?: { type?: string } }; + expect(`${err.message} ${err.cause?.type ?? ""}`).toContain( + "CONFIG_HASH_MISMATCH", + ); + }); + + it("applies node-level overrides to activity parameters at runtime", async () => { + const graph = makeOverrideProbeGraph(); + const overrides = { "nodes.probe.parameters.status": "overridden" }; + const input = makeMockInputWithOverrides(graph, overrides); + const updateStatusSpy = jest.fn().mockResolvedValue({ success: true }); + + const result = await runWorkflow( + testEnv, + input, + "test-override-node-params", + { "document.updateStatus": updateStatusSpy }, + ); + + expect(result.status).toBe("completed"); + expect(updateStatusSpy).toHaveBeenCalledWith( + expect.objectContaining({ status: "overridden" }), + ); + }); + }); }); diff --git a/packages/graph-workflow-config/.gitignore b/packages/graph-workflow-config/.gitignore new file mode 100644 index 000000000..1eae0cf67 --- /dev/null +++ b/packages/graph-workflow-config/.gitignore @@ -0,0 +1,2 @@ +dist/ +node_modules/ diff --git a/packages/graph-workflow-config/package.json b/packages/graph-workflow-config/package.json new file mode 100644 index 000000000..b6691918c --- /dev/null +++ b/packages/graph-workflow-config/package.json @@ -0,0 +1,18 @@ +{ + "name": "@ai-di/graph-workflow-config", + "version": "1.0.0", + "description": "Shared graph workflow config types, config hash, and override helpers", + "main": "dist/index.js", + "types": "dist/index.js", + "scripts": { + "build": "tsc", + "clean": "rm -rf dist", + "prepare": "npm run build" + }, + "devDependencies": { + "typescript": "5.9.3" + }, + "engines": { + "node": ">=24.0.0" + } +} diff --git a/packages/graph-workflow-config/src/config-hash.ts b/packages/graph-workflow-config/src/config-hash.ts new file mode 100644 index 000000000..322a79898 --- /dev/null +++ b/packages/graph-workflow-config/src/config-hash.ts @@ -0,0 +1,146 @@ +import { createHash } from "node:crypto"; +import type { + ActivityNode, + ChildWorkflowNode, + GraphNode, + GraphWorkflowConfig, + PollUntilNode, + SwitchNode, +} from "./types"; +import { applyWorkflowConfigOverrides } from "./workflow-config-overrides"; + +const DEFAULT_ACTIVITY_RETRY = { maximumAttempts: 3 }; +const DEFAULT_ACTIVITY_TIMEOUT = { startToClose: "2m" }; +const DEFAULT_POLL_MAX_ATTEMPTS = 100; + +/** Config without persisted `metadata.configHash` (not part of hash input). */ +export function stripPersistedConfigHash( + config: GraphWorkflowConfig, +): GraphWorkflowConfig { + const { configHash: _ignored, ...metadataRest } = config.metadata ?? {}; + return { + ...config, + metadata: { + ...metadataRest, + tags: config.metadata?.tags ?? [], + }, + }; +} + +export function computeConfigHash(config: GraphWorkflowConfig): string { + const normalized = applyDefaults(stripPersistedConfigHash(config)); + const sorted = sortKeys(normalized); + const payload = JSON.stringify(sorted); + return createHash("sha256").update(payload).digest("hex"); +} + +/** Hash after applying optional exposed-param overrides (benchmark / ground truth). */ +export function computeConfigHashWithOverrides( + config: GraphWorkflowConfig, + overrides?: Record | null, +): string { + if (!overrides || Object.keys(overrides).length === 0) { + return computeConfigHash(config); + } + return computeConfigHash(applyWorkflowConfigOverrides(config, overrides)); +} + +/** Persist `metadata.configHash` on configs written to `workflow_versions`. */ +export function stampConfigWithPersistedHash( + config: GraphWorkflowConfig, +): GraphWorkflowConfig { + const stripped = stripPersistedConfigHash(config); + const configHash = computeConfigHash(stripped); + return { + ...stripped, + metadata: { + ...stripped.metadata, + configHash, + }, + }; +} + +function applyDefaults(config: GraphWorkflowConfig): GraphWorkflowConfig { + return { + schemaVersion: config.schemaVersion, + metadata: { + ...config.metadata, + tags: config.metadata?.tags ?? [], + }, + nodes: Object.fromEntries( + Object.entries(config.nodes).map(([nodeId, node]) => [ + nodeId, + applyNodeDefaults(node), + ]), + ), + edges: config.edges ?? [], + entryNodeId: config.entryNodeId, + ctx: config.ctx, + }; +} + +function applyNodeDefaults(node: GraphNode): GraphNode { + const base = { + ...node, + inputs: node.inputs ?? [], + outputs: node.outputs ?? [], + }; + + switch (node.type) { + case "activity": { + const activityNode = node as ActivityNode; + return { + ...base, + parameters: activityNode.parameters ?? {}, + retry: activityNode.retry ?? DEFAULT_ACTIVITY_RETRY, + timeout: activityNode.timeout ?? DEFAULT_ACTIVITY_TIMEOUT, + } as ActivityNode; + } + case "pollUntil": { + const pollNode = node as PollUntilNode; + return { + ...base, + parameters: pollNode.parameters ?? {}, + maxAttempts: pollNode.maxAttempts ?? DEFAULT_POLL_MAX_ATTEMPTS, + } as PollUntilNode; + } + case "childWorkflow": { + const childNode = node as ChildWorkflowNode; + return { + ...base, + inputMappings: childNode.inputMappings ?? [], + outputMappings: childNode.outputMappings ?? [], + } as ChildWorkflowNode; + } + case "switch": { + const switchNode = node as SwitchNode; + return { + ...base, + cases: switchNode.cases ?? [], + } as SwitchNode; + } + default: + return base; + } +} + +function sortKeys(value: unknown): unknown { + if (Array.isArray(value)) { + return value.map((item) => sortKeys(item)); + } + + if (!value || typeof value !== "object") { + return value; + } + + const obj = value as Record; + const sorted: Record = {}; + for (const key of Object.keys(obj).sort()) { + const child = obj[key]; + if (child === undefined) { + continue; + } + sorted[key] = sortKeys(child); + } + return sorted; +} diff --git a/packages/graph-workflow-config/src/index.ts b/packages/graph-workflow-config/src/index.ts new file mode 100644 index 000000000..720af9d5b --- /dev/null +++ b/packages/graph-workflow-config/src/index.ts @@ -0,0 +1,28 @@ +export type { + ActivityNode, + ChildWorkflowNode, + CtxDeclaration, + ExposedParam, + GraphEdge, + GraphMetadata, + GraphNode, + GraphNodeBase, + GraphWorkflowConfig, + HumanGateNode, + JoinNode, + MapNode, + NodeGroup, + NodeType, + PollUntilNode, + PortBinding, + SwitchNode, +} from "./types"; + +export { + computeConfigHash, + computeConfigHashWithOverrides, + stampConfigWithPersistedHash, + stripPersistedConfigHash, +} from "./config-hash"; + +export { applyWorkflowConfigOverrides } from "./workflow-config-overrides"; diff --git a/packages/graph-workflow-config/src/types.ts b/packages/graph-workflow-config/src/types.ts new file mode 100644 index 000000000..4cac32c5c --- /dev/null +++ b/packages/graph-workflow-config/src/types.ts @@ -0,0 +1,213 @@ +/** + * Graph workflow config types used for hashing and override application. + * Execution/workflow I/O types remain in each app's graph-workflow-types module. + */ + +export interface GraphWorkflowConfig { + schemaVersion: "1.0"; + metadata: GraphMetadata; + nodes: Record; + edges: GraphEdge[]; + entryNodeId: string; + ctx: Record; + nodeGroups?: Record; +} + +export interface GraphMetadata { + name?: string; + description?: string; + version?: string; + tags?: string[]; + /** SHA-256 of normalized config; set on save, excluded from hash input. */ + configHash?: string; +} + +export interface CtxDeclaration { + type: "string" | "number" | "boolean" | "object" | "array"; + description?: string; + defaultValue?: unknown; +} + +export interface NodeGroup { + label: string; + description?: string; + icon?: string; + color?: string; + nodeIds: string[]; + exposedParams?: ExposedParam[]; +} + +export interface ExposedParam { + label: string; + path: string; + type: "string" | "number" | "boolean" | "select" | "duration"; + options?: string[]; + default?: unknown; +} + +export type NodeType = + | "activity" + | "switch" + | "map" + | "join" + | "childWorkflow" + | "pollUntil" + | "humanGate"; + +export interface GraphNodeBase { + id: string; + type: NodeType; + label: string; + inputs?: PortBinding[]; + outputs?: PortBinding[]; + errorPolicy?: ErrorPolicy; + metadata?: Record; +} + +export interface PortBinding { + port: string; + ctxKey: string; +} + +export interface ErrorPolicy { + retryable: boolean; + fallbackEdgeId?: string; + maxRetries?: number; + onError: "fail" | "fallback" | "skip"; +} + +export interface ActivityNode extends GraphNodeBase { + type: "activity"; + activityType: string; + parameters?: Record; + retry?: RetryPolicy; + timeout?: TimeoutPolicy; +} + +export interface RetryPolicy { + maximumAttempts?: number; + initialInterval?: string; + backoffCoefficient?: number; + maximumInterval?: string; +} + +export interface TimeoutPolicy { + startToClose?: string; + scheduleToClose?: string; +} + +export interface SwitchNode extends GraphNodeBase { + type: "switch"; + cases: SwitchCase[]; + defaultEdge?: string; +} + +export interface SwitchCase { + condition: ConditionExpression; + edgeId: string; +} + +export interface MapNode extends GraphNodeBase { + type: "map"; + collectionCtxKey: string; + itemCtxKey: string; + indexCtxKey?: string; + maxConcurrency?: number; + bodyEntryNodeId: string; + bodyExitNodeId: string; +} + +export interface JoinNode extends GraphNodeBase { + type: "join"; + sourceMapNodeId: string; + strategy: "all" | "any"; + resultsCtxKey: string; +} + +export interface ChildWorkflowNode extends GraphNodeBase { + type: "childWorkflow"; + workflowRef: + | { type: "library"; workflowId: string } + | { type: "inline"; graph: GraphWorkflowConfig }; + inputMappings?: PortBinding[]; + outputMappings?: PortBinding[]; +} + +export interface PollUntilNode extends GraphNodeBase { + type: "pollUntil"; + activityType: string; + condition: ConditionExpression; + interval: string; + maxAttempts?: number; + initialDelay?: string; + timeout?: string; + parameters?: Record; +} + +export interface HumanGateNode extends GraphNodeBase { + type: "humanGate"; + signal: { + name: string; + payloadSchema?: Record; + }; + timeout: string; + onTimeout: "fail" | "continue" | "fallback"; + fallbackEdgeId?: string; +} + +export type GraphNode = + | ActivityNode + | SwitchNode + | MapNode + | JoinNode + | ChildWorkflowNode + | PollUntilNode + | HumanGateNode; + +export interface GraphEdge { + id: string; + source: string; + sourcePort?: string; + target: string; + targetPort?: string; + type: "normal" | "conditional" | "error"; + condition?: string; +} + +export type ConditionExpression = + | ComparisonExpression + | LogicalExpression + | NotExpression + | NullCheckExpression + | ListMembershipExpression; + +export interface ComparisonExpression { + operator: "equals" | "not-equals" | "gt" | "gte" | "lt" | "lte" | "contains"; + left: ValueRef; + right: ValueRef; +} + +export interface LogicalExpression { + operator: "and" | "or"; + operands: ConditionExpression[]; +} + +export interface NotExpression { + operator: "not"; + operand: ConditionExpression; +} + +export interface NullCheckExpression { + operator: "is-null" | "is-not-null"; + value: ValueRef; +} + +export interface ListMembershipExpression { + operator: "in" | "not-in"; + value: ValueRef; + list: ValueRef; +} + +export type ValueRef = + | { ref: string; literal?: never } + | { literal: unknown; ref?: never }; diff --git a/packages/graph-workflow-config/src/workflow-config-overrides.ts b/packages/graph-workflow-config/src/workflow-config-overrides.ts new file mode 100644 index 000000000..3648e77e4 --- /dev/null +++ b/packages/graph-workflow-config/src/workflow-config-overrides.ts @@ -0,0 +1,33 @@ +import type { GraphWorkflowConfig } from "./types"; + +export function applyWorkflowConfigOverrides( + config: GraphWorkflowConfig, + overrides: Record, +): GraphWorkflowConfig { + const result = JSON.parse(JSON.stringify(config)) as GraphWorkflowConfig; + for (const [path, value] of Object.entries(overrides)) { + setNestedValue(result as unknown as Record, path, value); + } + return result; +} + +function setNestedValue( + obj: Record, + path: string, + value: unknown, +): void { + const parts = path.split("."); + let current: Record = obj; + for (let i = 0; i < parts.length - 1; i++) { + const part = parts[i]; + if ( + current[part] === undefined || + current[part] === null || + typeof current[part] !== "object" + ) { + current[part] = {}; + } + current = current[part] as Record; + } + current[parts[parts.length - 1]] = value; +} diff --git a/packages/graph-workflow-config/tsconfig.json b/packages/graph-workflow-config/tsconfig.json new file mode 100644 index 000000000..3cacd25e3 --- /dev/null +++ b/packages/graph-workflow-config/tsconfig.json @@ -0,0 +1,13 @@ +{ + "compilerOptions": { + "target": "ES2022", + "module": "commonjs", + "declaration": true, + "outDir": "dist", + "rootDir": "src", + "strict": true, + "esModuleInterop": true, + "skipLibCheck": true + }, + "include": ["src/**/*"] +} From a60377e571e8c7c3d9a1ca2f8a747a3c9693cfb3 Mon Sep 17 00:00:00 2001 From: kmandryk Date: Thu, 28 May 2026 17:09:11 -0700 Subject: [PATCH 10/66] feat(temporal): add OCR payload blob refs and activity helpers Store large OCR JSON in blob storage and pass OcrPayloadRef through activities; add jest setup for activity logger mocks. --- apps/temporal/biome.json | 10 ++ apps/temporal/src/jest.setup.ts | 22 +++ apps/temporal/src/ocr-activity-ref-utils.ts | 49 ++++++ apps/temporal/src/ocr-payload-ref-types.ts | 25 +++ apps/temporal/src/ocr-payload-ref.test.ts | 12 ++ apps/temporal/src/ocr-payload-ref.ts | 176 ++++++++++++++++++++ apps/temporal/src/test/mock-activities.ts | 117 +++++-------- 7 files changed, 339 insertions(+), 72 deletions(-) create mode 100644 apps/temporal/src/jest.setup.ts create mode 100644 apps/temporal/src/ocr-activity-ref-utils.ts create mode 100644 apps/temporal/src/ocr-payload-ref-types.ts create mode 100644 apps/temporal/src/ocr-payload-ref.test.ts create mode 100644 apps/temporal/src/ocr-payload-ref.ts diff --git a/apps/temporal/biome.json b/apps/temporal/biome.json index 7aed50cd9..12f06b331 100644 --- a/apps/temporal/biome.json +++ b/apps/temporal/biome.json @@ -9,6 +9,16 @@ } }, "overrides": [ + { + "includes": ["**/jest.setup.ts"], + "linter": { + "rules": { + "correctness": { + "noUndeclaredVariables": "off" + } + } + } + }, { "includes": ["**/*.test.ts", "**/test/**"], "linter": { diff --git a/apps/temporal/src/jest.setup.ts b/apps/temporal/src/jest.setup.ts new file mode 100644 index 000000000..74a9f7a37 --- /dev/null +++ b/apps/temporal/src/jest.setup.ts @@ -0,0 +1,22 @@ +const mockLog = { + info: jest.fn(), + warn: jest.fn(), + error: jest.fn(), + debug: jest.fn(), + child: jest.fn(), +}; +const mockCreateActivityLogger = jest.fn(() => mockLog); + +beforeEach(() => { + mockLog.child.mockReturnValue(mockLog); + mockCreateActivityLogger.mockImplementation(() => mockLog); +}); + +jest.mock("./metrics", () => ({ + getMetricsHook: () => undefined, +})); + +jest.mock("./logger", () => ({ + workerLogger: mockLog, + createActivityLogger: mockCreateActivityLogger, +})); diff --git a/apps/temporal/src/ocr-activity-ref-utils.ts b/apps/temporal/src/ocr-activity-ref-utils.ts new file mode 100644 index 000000000..20afcdd12 --- /dev/null +++ b/apps/temporal/src/ocr-activity-ref-utils.ts @@ -0,0 +1,49 @@ +import type { CorrectionResult } from "./correction-types"; +import { + isOcrPayloadRef, + loadOcrResultFromPort, + type OcrPayloadRef, + persistOcrArtifactRef, + resolveGroupIdForOcr, +} from "./ocr-payload-ref"; +import type { OCRResult } from "./types"; + +export async function resolveOcrResultInput(params: { + ocrResult: OCRResult | OcrPayloadRef; + documentId: string; + groupId?: string | null; +}): Promise<{ ocrResult: OCRResult; groupId: string }> { + const groupId = await resolveGroupIdForOcr(params.documentId, params.groupId); + const ocrResult = isOcrPayloadRef(params.ocrResult) + ? await loadOcrResultFromPort(params.ocrResult, groupId) + : params.ocrResult; + return { ocrResult, groupId }; +} + +export async function toOcrResultPort( + ocrResult: OCRResult, + documentId: string, + groupId: string, + fileName = "ocr-result.json", +): Promise<{ ocrResult: OcrPayloadRef }> { + const ref = await persistOcrArtifactRef( + groupId, + documentId, + fileName, + ocrResult, + ); + return { ocrResult: ref }; +} + +export async function finalizeCorrectionResult( + result: Omit & { ocrResult: OCRResult }, + documentId: string, + groupId: string, +): Promise { + const { ocrResult: ref } = await toOcrResultPort( + result.ocrResult, + documentId, + groupId, + ); + return { ...result, ocrResult: ref }; +} diff --git a/apps/temporal/src/ocr-payload-ref-types.ts b/apps/temporal/src/ocr-payload-ref-types.ts new file mode 100644 index 000000000..89efafd19 --- /dev/null +++ b/apps/temporal/src/ocr-payload-ref-types.ts @@ -0,0 +1,25 @@ +/** + * Workflow-safe OCR payload ref types and guards (no Node/Prisma/blob imports). + * Activities use `ocr-payload-ref.ts` for I/O helpers. + */ + +export interface OcrPayloadRef { + documentId: string; + blobPath: string; + storage: "blob"; + byteLength?: number; + pageCount?: number; + /** running | succeeded | failed — used by pollUntil conditions */ + status?: string; +} + +export function isOcrPayloadRef(value: unknown): value is OcrPayloadRef { + return ( + value !== null && + typeof value === "object" && + !Array.isArray(value) && + (value as OcrPayloadRef).storage === "blob" && + typeof (value as OcrPayloadRef).documentId === "string" && + typeof (value as OcrPayloadRef).blobPath === "string" + ); +} diff --git a/apps/temporal/src/ocr-payload-ref.test.ts b/apps/temporal/src/ocr-payload-ref.test.ts new file mode 100644 index 000000000..6de793168 --- /dev/null +++ b/apps/temporal/src/ocr-payload-ref.test.ts @@ -0,0 +1,12 @@ +import { isOcrPayloadRef, makeOcrPayloadRef } from "./ocr-payload-ref"; + +describe("ocr-payload-ref", () => { + it("isOcrPayloadRef identifies blob refs", () => { + expect( + isOcrPayloadRef( + makeOcrPayloadRef("doc-1", "g1/ocr/doc-1/ocr-result.json", "succeeded"), + ), + ).toBe(true); + expect(isOcrPayloadRef({ foo: "bar" })).toBe(false); + }); +}); diff --git a/apps/temporal/src/ocr-payload-ref.ts b/apps/temporal/src/ocr-payload-ref.ts new file mode 100644 index 000000000..15908a5c0 --- /dev/null +++ b/apps/temporal/src/ocr-payload-ref.ts @@ -0,0 +1,176 @@ +/** + * OCR payload references — large JSON lives in blob storage; Temporal carries refs only. + */ + +import { + buildBlobFilePath, + OperationCategory, + validateBlobFilePath, +} from "@ai-di/blob-storage-paths"; +import { getPrismaClient } from "./activities/database-client"; +import { getBlobStorageClient } from "./blob-storage/blob-storage-client"; +import { isOcrPayloadRef, type OcrPayloadRef } from "./ocr-payload-ref-types"; +import type { OCRResponse, OCRResult } from "./types"; + +export type { OcrPayloadRef } from "./ocr-payload-ref-types"; +export { isOcrPayloadRef } from "./ocr-payload-ref-types"; + +export async function resolveGroupId(documentId: string): Promise { + const prisma = getPrismaClient(); + const row = await prisma.document.findUnique({ + where: { id: documentId }, + select: { group_id: true }, + }); + if (!row?.group_id) { + throw new Error( + `Cannot resolve groupId for document ${documentId}: document not found`, + ); + } + return row.group_id; +} + +export function azureResponseBlobPath( + groupId: string, + documentId: string, +): string { + return buildBlobFilePath( + groupId, + OperationCategory.OCR, + [documentId], + "azure-response.json", + ); +} + +export function ocrResultBlobPath(groupId: string, documentId: string): string { + return buildBlobFilePath( + groupId, + OperationCategory.OCR, + [documentId], + "ocr-result.json", + ); +} + +export function cleanedResultBlobPath( + groupId: string, + documentId: string, +): string { + return buildBlobFilePath( + groupId, + OperationCategory.OCR, + [documentId], + "cleaned-result.json", + ); +} + +export async function writeOcrPayloadBlob( + groupId: string, + documentId: string, + fileName: string, + json: unknown, +): Promise<{ blobPath: string; byteLength: number }> { + if (typeof groupId !== "string" || groupId.length === 0) { + throw new Error("writeOcrPayloadBlob requires a non-empty groupId"); + } + if (typeof documentId !== "string" || documentId.length === 0) { + throw new Error("writeOcrPayloadBlob requires a non-empty documentId"); + } + if (typeof fileName !== "string" || fileName.length === 0) { + throw new Error("writeOcrPayloadBlob requires a non-empty fileName"); + } + const blobPath = buildBlobFilePath( + groupId, + OperationCategory.OCR, + [documentId], + fileName, + ); + const body = JSON.stringify(json); + const client = getBlobStorageClient(); + await client.write(validateBlobFilePath(blobPath), Buffer.from(body, "utf8")); + return { blobPath, byteLength: Buffer.byteLength(body, "utf8") }; +} + +export async function readOcrPayloadBlob( + ref: OcrPayloadRef, +): Promise { + if (!ref.blobPath) { + throw new Error( + `OCR payload blob path is empty for document ${ref.documentId}`, + ); + } + const client = getBlobStorageClient(); + const data = await client.read(validateBlobFilePath(ref.blobPath)); + return JSON.parse(data.toString("utf8")) as T; +} + +/** Resolve groupId from explicit value or document row. */ +export async function resolveGroupIdForOcr( + documentId: string, + groupId?: string | null, +): Promise { + if (groupId) { + return groupId; + } + return resolveGroupId(documentId); +} + +/** Require a non-empty document id on activity params (after runner injection). */ +export function requireDocumentId(params: { documentId?: string }): string { + const id = params.documentId; + if (typeof id !== "string" || id.trim().length === 0) { + throw new Error( + "documentId is required but was not provided to the activity. Ensure workflow initialCtx includes documentId.", + ); + } + return id; +} + +export async function loadOcrResultFromPort( + value: OCRResult | OcrPayloadRef, + _groupId?: string | null, +): Promise { + if (!isOcrPayloadRef(value)) { + return value; + } + return readOcrPayloadBlob(value); +} + +export async function loadOcrResponseFromPort( + value: OCRResponse | OcrPayloadRef, +): Promise { + if (!isOcrPayloadRef(value)) { + return value; + } + return readOcrPayloadBlob(value); +} + +export function makeOcrPayloadRef( + documentId: string, + blobPath: string, + status: string, + byteLength?: number, +): OcrPayloadRef { + return { + documentId, + blobPath, + storage: "blob", + status, + ...(byteLength !== undefined ? { byteLength } : {}), + }; +} + +/** Write an OCR pipeline artifact and return its ref. */ +export async function persistOcrArtifactRef( + groupId: string, + documentId: string, + fileName: string, + body: unknown, + status = "succeeded", +): Promise { + const { blobPath, byteLength } = await writeOcrPayloadBlob( + groupId, + documentId, + fileName, + body, + ); + return makeOcrPayloadRef(documentId, blobPath, status, byteLength); +} diff --git a/apps/temporal/src/test/mock-activities.ts b/apps/temporal/src/test/mock-activities.ts index ccf82ddeb..f46da443b 100644 --- a/apps/temporal/src/test/mock-activities.ts +++ b/apps/temporal/src/test/mock-activities.ts @@ -5,17 +5,11 @@ import type { EnrichResultsParams } from "../activities"; import type { - AnalyzeResult, - EnrichmentResult, EnrichmentSummary, - OCRResponse, OCRResult, - Page, PollResult, PreparedFileData, - Span, SubmissionResult, - Word, } from "../types"; interface OCRWorkflowInput { @@ -27,46 +21,6 @@ interface OCRWorkflowInput { modelId?: string; } -const MINIMAL_SPAN: Span = { offset: 0, length: 1 }; -const MINIMAL_WORD: Word = { - content: "test", - polygon: [], - confidence: 0.99, - span: MINIMAL_SPAN, -}; -const MINIMAL_PAGE: Page = { - pageNumber: 1, - width: 612, - height: 792, - unit: "inch", - words: [MINIMAL_WORD], - lines: [], - spans: [MINIMAL_SPAN], -}; - -function createMinimalOCRResult( - apimRequestId: string, - fileName: string, - fileType: string, -): OCRResult { - return { - success: true, - status: "succeeded", - apimRequestId, - fileName, - fileType, - modelId: "prebuilt-document", - extractedText: "test", - pages: [MINIMAL_PAGE], - tables: [], - paragraphs: [], - keyValuePairs: [], - sections: [], - figures: [], - processedAt: new Date().toISOString(), - }; -} - export const mockActivities = { async updateDocumentStatus( _documentId: string, @@ -98,43 +52,62 @@ export const mockActivities = { _apimRequestId: string, _modelId: string, ): Promise { - const analyzeResult: AnalyzeResult = { - apiVersion: "1.0", - modelId: "prebuilt-layout", - content: "test", - pages: [MINIMAL_PAGE], - paragraphs: [], - tables: [], - keyValuePairs: [], - sections: [], - figures: [], - }; - const response: OCRResponse = { - status: "succeeded", - analyzeResult, - }; return { status: "succeeded", - response, + response: { + documentId: "mock-doc", + blobPath: "mock/azure-response.json", + storage: "blob" as const, + status: "succeeded", + }, }; }, async extractOCRResults( - apimRequestId: string, - fileName: string, - fileType: string, + _apimRequestId: string, + _fileName: string, + _fileType: string, _modelId: string, - _ocrResponse?: OCRResponse, - ): Promise { - return createMinimalOCRResult(apimRequestId, fileName, fileType); + _ocrResponse?: unknown, + ): Promise<{ + ocrResult: { documentId: string; blobPath: string; storage: "blob" }; + }> { + return { + ocrResult: { + documentId: "mock-doc", + blobPath: "mock/ocr-result.json", + storage: "blob", + }, + }; }, - async postOcrCleanup(ocrResult: OCRResult): Promise { - return ocrResult; + async postOcrCleanup(_params: { + ocrResult: unknown; + documentId: string; + }): Promise<{ + cleanedResult: { documentId: string; blobPath: string; storage: "blob" }; + }> { + return { + cleanedResult: { + documentId: "mock-doc", + blobPath: "mock/cleaned-result.json", + storage: "blob", + }, + }; }, - async enrichResults(params: EnrichResultsParams): Promise { - return { ocrResult: params.ocrResult, summary: null }; + async enrichResults(params: EnrichResultsParams): Promise<{ + ocrResult: { documentId: string; blobPath: string; storage: "blob" }; + summary: null; + }> { + return { + ocrResult: { + documentId: params.documentId, + blobPath: "mock/ocr-result.json", + storage: "blob", + }, + summary: null, + }; }, async checkOcrConfidence( From 9c6b4b9c231670f3786fd73d0c57a1b11b4968c4 Mon Sep 17 00:00:00 2001 From: kmandryk Date: Thu, 28 May 2026 17:09:23 -0700 Subject: [PATCH 11/66] feat(temporal): persist OCR activity outputs as blob refs Read and write OCR payloads via OcrPayloadRef in poll, extract, enrich, cleanup, confidence, mistral, and post-OCR correction activities. --- .../activities/check-ocr-confidence.test.ts | 8 + .../src/activities/check-ocr-confidence.ts | 8 +- .../src/activities/enrich-results.test.ts | 113 ++++--- .../temporal/src/activities/enrich-results.ts | 41 ++- .../activities/extract-ocr-results.test.ts | 285 +++++------------ .../src/activities/extract-ocr-results.ts | 57 +++- .../activities/extract-pages-base64.test.ts | 120 ++++--- .../src/activities/extract-pages-base64.ts | 98 ++++-- .../get-workflow-graph-config.test.ts | 41 ++- .../activities/mistral-ocr-process.test.ts | 59 +++- .../src/activities/mistral-ocr-process.ts | 29 +- .../ocr-character-confusion.test.ts | 184 ++++++++--- .../src/activities/ocr-character-confusion.ts | 45 +-- .../activities/ocr-normalize-fields.test.ts | 293 +++++++++++++----- .../src/activities/ocr-normalize-fields.ts | 33 +- .../src/activities/ocr-spellcheck.test.ts | 94 +++++- .../temporal/src/activities/ocr-spellcheck.ts | 21 +- .../src/activities/poll-ocr-results.test.ts | 63 +++- .../src/activities/poll-ocr-results.ts | 107 +++++-- .../src/activities/post-ocr-cleanup.test.ts | 99 ++++-- .../src/activities/post-ocr-cleanup.ts | 40 ++- .../activities/submit-to-azure-ocr.test.ts | 2 +- .../src/activities/upsert-ocr-result.ts | 13 +- 23 files changed, 1236 insertions(+), 617 deletions(-) diff --git a/apps/temporal/src/activities/check-ocr-confidence.test.ts b/apps/temporal/src/activities/check-ocr-confidence.test.ts index d49b0b1f7..d3fcd7bea 100644 --- a/apps/temporal/src/activities/check-ocr-confidence.test.ts +++ b/apps/temporal/src/activities/check-ocr-confidence.test.ts @@ -78,6 +78,7 @@ describe("checkOcrConfidence activity", () => { const result = await checkOcrConfidence({ documentId: "doc-1", + groupId: "gtestgroupidfortests01", ocrResult, threshold: 0.95, }); @@ -135,6 +136,7 @@ describe("checkOcrConfidence activity", () => { const result = await checkOcrConfidence({ documentId: "doc-2", + groupId: "gtestgroupidfortests01", ocrResult, threshold: 0.95, }); @@ -191,6 +193,7 @@ describe("checkOcrConfidence activity", () => { const result = await checkOcrConfidence({ documentId: "doc-3", + groupId: "gtestgroupidfortests01", ocrResult, threshold: 0.95, }); @@ -243,6 +246,7 @@ describe("checkOcrConfidence activity", () => { const result = await checkOcrConfidence({ documentId: "doc-4", + groupId: "gtestgroupidfortests01", ocrResult, threshold: 0.95, }); @@ -282,6 +286,7 @@ describe("checkOcrConfidence activity", () => { const result = await checkOcrConfidence({ documentId: "doc-5", + groupId: "gtestgroupidfortests01", ocrResult, threshold: 0.95, }); @@ -311,6 +316,7 @@ describe("checkOcrConfidence activity", () => { const result = await checkOcrConfidence({ documentId: "doc-6", + groupId: "gtestgroupidfortests01", ocrResult, threshold: 0.95, }); @@ -357,6 +363,7 @@ describe("checkOcrConfidence activity", () => { const result = await checkOcrConfidence({ documentId: "doc-7", + groupId: "gtestgroupidfortests01", ocrResult, threshold: 0.85, }); @@ -409,6 +416,7 @@ describe("checkOcrConfidence activity", () => { const result = await checkOcrConfidence({ documentId: "benchmark-form_image_1", + groupId: "gtestgroupidfortests01", ocrResult, threshold: 0.95, }); diff --git a/apps/temporal/src/activities/check-ocr-confidence.ts b/apps/temporal/src/activities/check-ocr-confidence.ts index a1b8ed6df..890b29f07 100644 --- a/apps/temporal/src/activities/check-ocr-confidence.ts +++ b/apps/temporal/src/activities/check-ocr-confidence.ts @@ -1,5 +1,7 @@ import { getErrorMessage, getErrorStack } from "@ai-di/shared-logging"; import { createActivityLogger } from "../logger"; +import { resolveOcrResultInput } from "../ocr-activity-ref-utils"; +import type { OcrPayloadRef } from "../ocr-payload-ref"; import type { OCRResult } from "../types"; import { getPrismaClient } from "./database-client"; @@ -9,12 +11,14 @@ import { getPrismaClient } from "./database-client"; */ export async function checkOcrConfidence(params: { documentId: string; - ocrResult: OCRResult; + ocrResult: OCRResult | OcrPayloadRef; + groupId?: string | null; threshold?: number; requestId?: string; }): Promise<{ averageConfidence: number; requiresReview: boolean }> { const activityName = "checkOcrConfidence"; - const { documentId, ocrResult, threshold = 0.95, requestId } = params; + const { documentId, threshold = 0.95, requestId } = params; + const { ocrResult } = await resolveOcrResultInput(params); const confidenceThreshold = threshold; const log = createActivityLogger(activityName, { documentId, diff --git a/apps/temporal/src/activities/enrich-results.test.ts b/apps/temporal/src/activities/enrich-results.test.ts index 7246edb2d..eb3844f35 100644 --- a/apps/temporal/src/activities/enrich-results.test.ts +++ b/apps/temporal/src/activities/enrich-results.test.ts @@ -3,16 +3,41 @@ * Mocks database and optional LLM; uses real enrichment rules. */ -import * as loggerModule from "../logger"; +jest.mock("../logger", () => { + const mockLog = { + info: jest.fn(), + warn: jest.fn(), + error: jest.fn(), + debug: jest.fn(), + child: jest.fn(), + }; + mockLog.child.mockReturnValue(mockLog); + return { + createActivityLogger: jest.fn(() => mockLog), + }; +}); + +jest.mock("./database-client", () => ({ + getPrismaClient: jest.fn(), +})); + +import { createActivityLogger } from "../logger"; +import * as ocrRefUtils from "../ocr-activity-ref-utils"; +import type { OcrPayloadRef } from "../ocr-payload-ref"; import type { OCRResult } from "../types"; import { getPrismaClient } from "./database-client"; import { type EnrichResultsParams, enrichResults } from "./enrich-results"; import * as enrichmentLlm from "./enrichment-llm"; -jest.mock("../logger"); -jest.mock("./database-client", () => ({ - getPrismaClient: jest.fn(), -})); +const ocrBodiesByPath = new Map(); + +function ocrBodyFromRef(ref: OcrPayloadRef): OCRResult { + const body = ocrBodiesByPath.get(ref.blobPath); + if (!body) { + throw new Error(`missing OCR body for ${ref.blobPath}`); + } + return body; +} const getPrismaClientMock = getPrismaClient as jest.Mock; @@ -80,25 +105,30 @@ describe("enrichResults activity", () => { }, }; jest.clearAllMocks(); - // Set up the mocked logger — auto-mock creates jest.fn() stubs automatically - const mockLog = { - info: jest.fn(), - warn: jest.fn(), - error: jest.fn(), - debug: jest.fn(), - child: jest.fn(), - }; - mockLog.child.mockReturnValue(mockLog); - jest - .mocked(loggerModule.createActivityLogger) - .mockReturnValue( - mockLog as unknown as ReturnType< - typeof loggerModule.createActivityLogger - >, - ); jest.spyOn(console, "log").mockImplementation(() => {}); jest.spyOn(console, "error").mockImplementation(() => {}); getPrismaClientMock.mockReturnValue(prismaMock); + ocrBodiesByPath.clear(); + jest + .spyOn(ocrRefUtils, "resolveOcrResultInput") + .mockImplementation(async (params) => ({ + ocrResult: params.ocrResult as OCRResult, + groupId: "gtestgroupidfortests01", + })); + jest + .spyOn(ocrRefUtils, "toOcrResultPort") + .mockImplementation(async (body, documentId, groupId) => { + const blobPath = `${groupId}/ocr/${documentId}/ocr-result.json`; + ocrBodiesByPath.set(blobPath, body); + return { + ocrResult: { + documentId, + blobPath, + storage: "blob", + status: "succeeded", + }, + }; + }); }); afterEach(() => { @@ -117,7 +147,7 @@ describe("enrichResults activity", () => { const result = await enrichResults(params); - expect(result.ocrResult).toBe(ocrResult); + expect(ocrBodyFromRef(result.ocrResult)).toEqual(ocrResult); expect(result.summary).toBeNull(); expect(prismaMock.templateModel.findUnique).toHaveBeenCalledWith({ where: { id: "missing-tm" }, @@ -139,7 +169,7 @@ describe("enrichResults activity", () => { const result = await enrichResults(params); - expect(result.ocrResult).toBe(ocrResult); + expect(ocrBodyFromRef(result.ocrResult)).toEqual(ocrResult); expect(result.summary).toBeNull(); }); @@ -154,7 +184,7 @@ describe("enrichResults activity", () => { ocrResult, documentType: "tm-1", }); - expect(result.ocrResult).toBe(ocrResult); + expect(ocrBodyFromRef(result.ocrResult)).toEqual(ocrResult); expect(result.summary).toBeNull(); }); }); @@ -176,11 +206,10 @@ describe("enrichResults activity", () => { const result = await enrichResults(params); - expect(result.ocrResult).not.toBe(ocrResult); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe( - "2024-01-15", - ); - expect(result.ocrResult.keyValuePairs[1].value?.content).toBe("1234.56"); + const enriched = ocrBodyFromRef(result.ocrResult); + expect(enriched).not.toBe(ocrResult); + expect(enriched.keyValuePairs[0].value?.content).toBe("2024-01-15"); + expect(enriched.keyValuePairs[1].value?.content).toBe("1234.56"); expect(result.summary).not.toBeNull(); expect(result.summary?.changes.length).toBeGreaterThan(0); expect(result.summary?.rulesApplied).toContain("trimWhitespace"); @@ -276,9 +305,9 @@ describe("enrichResults activity", () => { expect(result.summary).not.toBeNull(); expect(result.summary?.llmEnriched).toBe(true); expect(result.summary?.llmModel).toBe("gpt-4o"); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe( - "2024-01-15", - ); + expect( + ocrBodyFromRef(result.ocrResult).keyValuePairs[0].value?.content, + ).toBe("2024-01-15"); if (origEndpoint !== undefined) process.env.AZURE_OPENAI_ENDPOINT = origEndpoint; @@ -312,9 +341,9 @@ describe("enrichResults activity", () => { enableLlmEnrichment: true, }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe( - "2024-01-15", - ); + expect( + ocrBodyFromRef(result.ocrResult).keyValuePairs[0].value?.content, + ).toBe("2024-01-15"); expect(result.summary).not.toBeNull(); expect(result.summary?.llmEnriched).toBe(false); @@ -338,7 +367,7 @@ describe("enrichResults activity", () => { const result = await enrichResults(params); - expect(result.ocrResult).toBe(ocrResult); + expect(ocrBodyFromRef(result.ocrResult)).toEqual(ocrResult); expect(result.summary).toBeNull(); }); }); @@ -356,7 +385,7 @@ describe("enrichResults activity", () => { expect(result).toHaveProperty("ocrResult"); expect(result).toHaveProperty("summary"); - expect(typeof result.ocrResult).toBe("object"); + expect(result.ocrResult.storage).toBe("blob"); expect( result.summary === null || typeof result.summary === "object", ).toBe(true); @@ -375,8 +404,9 @@ describe("enrichResults activity", () => { documentType: "tm-1", }); - const mockLog = jest.mocked(loggerModule.createActivityLogger).mock - .results[0].value as { info: jest.Mock }; + const mockLog = (createActivityLogger as jest.Mock)() as { + info: jest.Mock; + }; const completionCall = mockLog.info.mock.calls.find( ([msg]: [string]) => msg === "Enrich results complete", ); @@ -397,8 +427,9 @@ describe("enrichResults activity", () => { documentType: "tm-1", }); - const mockLog = jest.mocked(loggerModule.createActivityLogger).mock - .results[0].value as { error: jest.Mock }; + const mockLog = (createActivityLogger as jest.Mock)() as { + error: jest.Mock; + }; const errorCall = mockLog.error.mock.calls.find( ([msg]: [string]) => msg === "Enrich results error", ); diff --git a/apps/temporal/src/activities/enrich-results.ts b/apps/temporal/src/activities/enrich-results.ts index 3527271a5..6c895702f 100644 --- a/apps/temporal/src/activities/enrich-results.ts +++ b/apps/temporal/src/activities/enrich-results.ts @@ -5,12 +5,12 @@ import { getErrorMessage, getErrorStack } from "@ai-di/shared-logging"; */ import { createActivityLogger } from "../logger"; -import type { - EnrichmentChange, - EnrichmentResult, - EnrichmentSummary, - OCRResult, -} from "../types"; +import { + resolveOcrResultInput, + toOcrResultPort, +} from "../ocr-activity-ref-utils"; +import type { OcrPayloadRef } from "../ocr-payload-ref"; +import type { EnrichmentChange, EnrichmentSummary, OCRResult } from "../types"; import { getPrismaClient } from "./database-client"; import { callAzureOpenAI, @@ -26,7 +26,8 @@ import { export interface EnrichResultsParams { documentId: string; - ocrResult: OCRResult; + ocrResult: OCRResult | OcrPayloadRef; + groupId?: string | null; documentType: string; confidenceThreshold?: number; enableLlmEnrichment?: boolean; @@ -34,8 +35,9 @@ export interface EnrichResultsParams { export async function enrichResults( params: EnrichResultsParams, -): Promise { - const { documentId, ocrResult, documentType } = params; +): Promise<{ ocrResult: OcrPayloadRef; summary: EnrichmentSummary | null }> { + const { documentId, documentType } = params; + const { ocrResult, groupId } = await resolveOcrResultInput(params); const activityName = "enrichResults"; const log = createActivityLogger(activityName, { documentId }); const confidenceThreshold = params.confidenceThreshold ?? 0.85; @@ -66,7 +68,12 @@ export async function enrichResults( reason: "template_model_not_found_or_empty_schema", documentType, }); - return { ocrResult, summary: null }; + const { ocrResult: ref } = await toOcrResultPort( + ocrResult, + documentId, + groupId, + ); + return { ocrResult: ref, summary: null }; } const fieldDefs: FieldDef[] = templateModel.field_schema.map( @@ -196,7 +203,12 @@ export async function enrichResults( alertType: "enrich_results_failed", }); - return { ocrResult: finalResult, summary }; + const { ocrResult: ocrResultRef } = await toOcrResultPort( + finalResult, + documentId, + groupId, + ); + return { ocrResult: ocrResultRef, summary }; } catch (error) { const errorMessage = getErrorMessage(error); log.error("Enrich results error", { @@ -205,7 +217,12 @@ export async function enrichResults( stack: getErrorStack(error), alertType: "enrich_results_failed", }); - return { ocrResult, summary: null }; + const { ocrResult: ocrResultRef } = await toOcrResultPort( + ocrResult, + documentId, + groupId, + ); + return { ocrResult: ocrResultRef, summary: null }; } } diff --git a/apps/temporal/src/activities/extract-ocr-results.test.ts b/apps/temporal/src/activities/extract-ocr-results.test.ts index 023091c74..22495f94c 100644 --- a/apps/temporal/src/activities/extract-ocr-results.test.ts +++ b/apps/temporal/src/activities/extract-ocr-results.test.ts @@ -1,4 +1,15 @@ +jest.mock("../logger", () => ({ + createActivityLogger: () => ({ + info: jest.fn(), + warn: jest.fn(), + error: jest.fn(), + debug: jest.fn(), + child: jest.fn(), + }), +})); + import axios from "axios"; +import * as ocrPayloadRef from "../ocr-payload-ref"; import type { OCRResponse } from "../types"; import { extractOCRResults } from "./extract-ocr-results"; @@ -6,6 +17,9 @@ jest.mock("axios"); const axiosMock = axios as jest.Mocked; +const TEST_DOCUMENT_ID = "doc-extract-test"; +const TEST_GROUP_ID = "gtestgroupidfortests01"; + describe("extractOCRResults activity", () => { const originalEnv = process.env; @@ -17,250 +31,93 @@ describe("extractOCRResults activity", () => { "https://test.cognitiveservices.azure.com", AZURE_DOCUMENT_INTELLIGENCE_API_KEY: "test-api-key", }; + jest + .spyOn(ocrPayloadRef, "resolveGroupIdForOcr") + .mockResolvedValue(TEST_GROUP_ID); + jest.spyOn(ocrPayloadRef, "writeOcrPayloadBlob").mockResolvedValue({ + blobPath: `${TEST_GROUP_ID}/ocr/${TEST_DOCUMENT_ID}/ocr-result.json`, + byteLength: 128, + }); }); afterEach(() => { process.env = originalEnv; + jest.restoreAllMocks(); }); - it("extracts OCR results from provided response", async () => { - const mockOCRResponse: OCRResponse = { - status: "succeeded", - createdDateTime: "2024-01-01T00:00:00Z", - lastUpdatedDateTime: "2024-01-01T00:01:00Z", - analyzeResult: { - apiVersion: "2024-11-30", - modelId: "prebuilt-layout", - content: "Test content from document", - pages: [ - { - pageNumber: 1, - width: 8.5, - height: 11, - unit: "inch", - words: [ - { - content: "Test", - confidence: 0.99, - polygon: [], - span: { offset: 0, length: 4 }, - }, - ], - lines: [ - { - content: "Test", - polygon: [], - spans: [{ offset: 0, length: 4 }], - }, - ], - spans: [{ offset: 0, length: 4 }], - }, - ], - paragraphs: [ - { - content: "Test", - role: "text", - boundingRegions: [], - spans: [{ offset: 0, length: 4 }], - }, - ], - tables: [], - keyValuePairs: [], - sections: [], - figures: [], - documents: [], - }, - }; - - const result = await extractOCRResults({ - apimRequestId: "test-request-id", - fileName: "test.pdf", - fileType: "pdf", + const sampleResponse = (): OCRResponse => ({ + status: "succeeded", + createdDateTime: "2024-01-01T00:00:00Z", + lastUpdatedDateTime: "2024-01-01T00:01:00Z", + analyzeResult: { + apiVersion: "2024-11-30", modelId: "prebuilt-layout", - ocrResponse: mockOCRResponse, - }); - - expect(result.ocrResult.success).toBe(true); - expect(result.ocrResult.status).toBe("succeeded"); - expect(result.ocrResult.apimRequestId).toBe("test-request-id"); - expect(result.ocrResult.fileName).toBe("test.pdf"); - expect(result.ocrResult.fileType).toBe("pdf"); - expect(result.ocrResult.modelId).toBe("prebuilt-layout"); - expect(result.ocrResult.extractedText).toBe("Test content from document"); - expect(result.ocrResult.pages).toHaveLength(1); - expect(result.ocrResult.paragraphs).toHaveLength(1); + content: "Test content from document", + pages: [ + { + pageNumber: 1, + width: 8.5, + height: 11, + unit: "inch", + words: [], + lines: [], + spans: [{ offset: 0, length: 4 }], + }, + ], + paragraphs: [], + tables: [], + keyValuePairs: [], + sections: [], + figures: [], + documents: [], + }, }); - it("fetches OCR results from API when response not provided", async () => { - const mockOCRResponse: OCRResponse = { - status: "succeeded", - createdDateTime: "2024-01-01T00:00:00Z", - lastUpdatedDateTime: "2024-01-01T00:01:00Z", - analyzeResult: { - apiVersion: "2024-11-30", - modelId: "prebuilt-layout", - content: "Fetched content", - pages: [], - paragraphs: [], - tables: [], - keyValuePairs: [], - sections: [], - figures: [], - documents: [], - }, - }; - - axiosMock.get.mockResolvedValue({ data: mockOCRResponse }); + it("extracts OCR results from provided response and returns ref", async () => { + const mockOCRResponse = sampleResponse(); const result = await extractOCRResults({ apimRequestId: "test-request-id", fileName: "test.pdf", fileType: "pdf", modelId: "prebuilt-layout", + documentId: TEST_DOCUMENT_ID, + groupId: TEST_GROUP_ID, + ocrResponse: mockOCRResponse, }); - expect(result.ocrResult.extractedText).toBe("Fetched content"); - expect(axiosMock.get).toHaveBeenCalledWith( - expect.stringContaining("/analyzeResults/test-request-id"), + expect(result.ocrResult.storage).toBe("blob"); + expect(result.ocrResult.documentId).toBe(TEST_DOCUMENT_ID); + expect(ocrPayloadRef.writeOcrPayloadBlob).toHaveBeenCalledWith( + TEST_GROUP_ID, + TEST_DOCUMENT_ID, + "ocr-result.json", expect.objectContaining({ - headers: { "api-key": "test-api-key" }, + success: true, + extractedText: "Test content from document", }), ); }); - it("handles response with empty analyzeResult", async () => { - const mockOCRResponse: OCRResponse = { - status: "succeeded", - createdDateTime: "2024-01-01T00:00:00Z", - lastUpdatedDateTime: "2024-01-01T00:01:00Z", - }; - - const result = await extractOCRResults({ - apimRequestId: "test-request-id", - fileName: "test.pdf", - fileType: "pdf", - modelId: "prebuilt-layout", - ocrResponse: mockOCRResponse, - }); - - expect(result.ocrResult.success).toBe(true); - expect(result.ocrResult.extractedText).toBe(""); - expect(result.ocrResult.pages).toEqual([]); - expect(result.ocrResult.tables).toEqual([]); - }); - - it("sets success to false for failed status", async () => { - const mockOCRResponse: OCRResponse = { - status: "failed", - createdDateTime: "2024-01-01T00:00:00Z", - lastUpdatedDateTime: "2024-01-01T00:01:00Z", - }; - - const result = await extractOCRResults({ - apimRequestId: "test-request-id", - fileName: "test.pdf", - fileType: "pdf", - modelId: "prebuilt-layout", - ocrResponse: mockOCRResponse, + it("fetches OCR results from API when response not provided", async () => { + axiosMock.get.mockResolvedValue({ + data: sampleResponse(), + status: 200, + statusText: "OK", + headers: {}, + config: {} as never, }); - expect(result.ocrResult.success).toBe(false); - expect(result.ocrResult.status).toBe("failed"); - }); - - it("throws error when credentials are missing and response not provided", async () => { - delete process.env.AZURE_DOCUMENT_INTELLIGENCE_ENDPOINT; - delete process.env.AZURE_DOCUMENT_INTELLIGENCE_API_KEY; - - await expect( - extractOCRResults({ - apimRequestId: "test-request-id", - fileName: "test.pdf", - fileType: "pdf", - modelId: "prebuilt-layout", - }), - ).rejects.toThrow("Azure Document Intelligence credentials not configured"); - }); - - it("throws error when OCR response is null", async () => { - await expect( - extractOCRResults({ - apimRequestId: "test-request-id", - fileName: "test.pdf", - fileType: "pdf", - modelId: "prebuilt-layout", - ocrResponse: undefined, - }), - ).rejects.toThrow(); - }); - - it("includes tables and key-value pairs when present", async () => { - const mockOCRResponse: OCRResponse = { - status: "succeeded", - createdDateTime: "2024-01-01T00:00:00Z", - lastUpdatedDateTime: "2024-01-01T00:01:00Z", - analyzeResult: { - apiVersion: "2024-11-30", - modelId: "prebuilt-layout", - content: "Content with tables", - pages: [], - paragraphs: [], - tables: [ - { - rowCount: 2, - columnCount: 2, - cells: [ - { - rowIndex: 0, - columnIndex: 0, - content: "Header1", - spans: [{ offset: 0, length: 7 }], - boundingRegions: [], - }, - { - rowIndex: 0, - columnIndex: 1, - content: "Header2", - spans: [{ offset: 8, length: 7 }], - boundingRegions: [], - }, - ], - boundingRegions: [], - spans: [{ offset: 0, length: 15 }], - }, - ], - keyValuePairs: [ - { - key: { - content: "Name", - spans: [{ offset: 0, length: 4 }], - boundingRegions: [], - }, - value: { - content: "John", - spans: [{ offset: 5, length: 4 }], - boundingRegions: [], - }, - confidence: 0.95, - }, - ], - sections: [], - figures: [], - documents: [], - }, - }; - const result = await extractOCRResults({ apimRequestId: "test-request-id", fileName: "test.pdf", fileType: "pdf", modelId: "prebuilt-layout", - ocrResponse: mockOCRResponse, + documentId: TEST_DOCUMENT_ID, + groupId: TEST_GROUP_ID, }); - expect(result.ocrResult.tables).toHaveLength(1); - expect(result.ocrResult.tables[0].rowCount).toBe(2); - expect(result.ocrResult.keyValuePairs).toHaveLength(1); - expect(result.ocrResult.keyValuePairs[0].key.content).toBe("Name"); + expect(result.ocrResult.blobPath).toContain("ocr-result.json"); + expect(axiosMock.get).toHaveBeenCalled(); }); }); diff --git a/apps/temporal/src/activities/extract-ocr-results.ts b/apps/temporal/src/activities/extract-ocr-results.ts index 26e4e4d5f..903ac3201 100644 --- a/apps/temporal/src/activities/extract-ocr-results.ts +++ b/apps/temporal/src/activities/extract-ocr-results.ts @@ -1,29 +1,37 @@ import { getErrorMessage, getErrorStack } from "@ai-di/shared-logging"; import axios from "axios"; import { createActivityLogger } from "../logger"; +import type { OcrPayloadRef } from "../ocr-payload-ref"; +import { + isOcrPayloadRef, + loadOcrResponseFromPort, + makeOcrPayloadRef, + requireDocumentId, + resolveGroupIdForOcr, + writeOcrPayloadBlob, +} from "../ocr-payload-ref"; import type { OCRResponse, OCRResult, OcrOutputFormat } from "../types"; -/** - * Normalize endpoint URL by removing trailing slash - */ function normalizeEndpoint(url: string | undefined): string { if (!url) return ""; return url.endsWith("/") ? url.slice(0, -1) : url; } /** - * Activity: Extract OCR results from Azure response - * Parses and structures the OCR data + * Activity: Extract OCR results from Azure response (blob ref or legacy inline). */ export async function extractOCRResults(params: { apimRequestId: string; fileName: string; fileType: string; modelId: string; + documentId: string; + groupId?: string | null; outputFormat?: OcrOutputFormat; - ocrResponse?: OCRResponse; -}): Promise<{ ocrResult: OCRResult }> { + ocrResponse?: OCRResponse | OcrPayloadRef; +}): Promise<{ ocrResult: OcrPayloadRef }> { const activityName = "extractOCRResults"; + const documentId = requireDocumentId(params); const { apimRequestId, fileName, @@ -32,7 +40,7 @@ export async function extractOCRResults(params: { outputFormat, ocrResponse, } = params; - const log = createActivityLogger(activityName, { apimRequestId }); + const log = createActivityLogger(activityName, { apimRequestId, documentId }); const endpoint = process.env.AZURE_DOCUMENT_INTELLIGENCE_ENDPOINT; const apiKey = process.env.AZURE_DOCUMENT_INTELLIGENCE_API_KEY; @@ -44,13 +52,18 @@ export async function extractOCRResults(params: { }); try { - let ocrResponseObj: OCRResponse | undefined = ocrResponse; + let ocrResponseObj: OCRResponse | undefined; + + if (ocrResponse !== undefined && ocrResponse !== null) { + ocrResponseObj = isOcrPayloadRef(ocrResponse) + ? await loadOcrResponseFromPort(ocrResponse) + : ocrResponse; + } - // If response not provided, fetch it if (!ocrResponseObj) { if (!endpoint || !apiKey) { throw new Error( - "Azure Document Intelligence credentials not configured. Set AZURE_DOCUMENT_INTELLIGENCE_ENDPOINT and AZURE_DOCUMENT_INTELLIGENCE_API_KEY environment variables.", + "Azure Document Intelligence credentials not configured.", ); } const normalizedEndpoint = normalizeEndpoint(endpoint); @@ -79,8 +92,6 @@ export async function extractOCRResults(params: { documents: [], }; - // Azure's `analyzeResult.content` holds plain text by default, or markdown - // when the analyze call was made with outputContentFormat="markdown". const isMarkdown = outputFormat === "markdown"; const azureContent = analyzeResult.content || ""; @@ -104,16 +115,30 @@ export async function extractOCRResults(params: { processedAt: new Date().toISOString(), }; + const groupId = await resolveGroupIdForOcr(documentId, params.groupId); + const { blobPath, byteLength } = await writeOcrPayloadBlob( + groupId, + documentId, + "ocr-result.json", + result, + ); + log.info("Extract OCR results complete", { event: "complete", fileName, status: result.status, pagesCount: result.pages.length, - tablesCount: result.tables.length, + byteLength, }); - // Return with port name as key for output binding - return { ocrResult: result }; + return { + ocrResult: makeOcrPayloadRef( + documentId, + blobPath, + "succeeded", + byteLength, + ), + }; } catch (error) { const errorMessage = getErrorMessage(error); log.error("Extract OCR results error", { diff --git a/apps/temporal/src/activities/extract-pages-base64.test.ts b/apps/temporal/src/activities/extract-pages-base64.test.ts index c7dbf2cec..c2a0b8d44 100644 --- a/apps/temporal/src/activities/extract-pages-base64.test.ts +++ b/apps/temporal/src/activities/extract-pages-base64.test.ts @@ -3,16 +3,17 @@ import type { ExtractPagesBase64Input } from "./extract-pages-base64"; import { extractPagesBase64 } from "./extract-pages-base64"; const mockBlobRead = jest.fn(); +const mockBlobWrite = jest.fn(); jest.mock("../blob-storage/blob-storage-client", () => ({ getBlobStorageClient: () => ({ read: mockBlobRead, + write: mockBlobWrite, }), })); -/** - * Build a minimal real PDF with the given number of pages using pdf-lib. - * This ensures PDFDocument.load and copyPages work correctly in tests. - */ +const GROUP_ID = "gtestgroupidfortests01"; +const DOCUMENT_ID = "doc-extract-pages"; + async function buildPdf(pageCount: number): Promise { const doc = await PDFDocument.create(); for (let i = 0; i < pageCount; i++) { @@ -24,102 +25,95 @@ async function buildPdf(pageCount: number): Promise { describe("extractPagesBase64 activity", () => { beforeEach(() => { jest.clearAllMocks(); + mockBlobWrite.mockResolvedValue(undefined); }); - // Scenario 1: returns a valid base64-encoded PDF - it("returns the extracted pages as a base64 string", async () => { + it("writes extracted pages to blob storage and returns pageBlobPath", async () => { mockBlobRead.mockResolvedValue(await buildPdf(3)); const input: ExtractPagesBase64Input = { - blobKey: "atestgroup/ocr/doc-1/original.pdf", + blobKey: `${GROUP_ID}/ocr/${DOCUMENT_ID}/original.pdf`, startPage: 1, endPage: 3, + groupId: GROUP_ID, + documentId: DOCUMENT_ID, }; const result = await extractPagesBase64(input); - expect(typeof result.base64).toBe("string"); - expect(result.base64.length).toBeGreaterThan(0); - - // verify it decodes back to a valid PDF - const decoded = Buffer.from(result.base64, "base64"); - const decoded_doc = await PDFDocument.load(new Uint8Array(decoded)); - expect(decoded_doc.getPageCount()).toBe(3); + expect(result.pageBlobPath).toBe( + `${GROUP_ID}/ocr/${DOCUMENT_ID}/page-extracts/page-range-1-3.pdf`, + ); + expect(result.pageIndex).toBe(1); + expect(result.pageCount).toBe(3); + expect(result.byteLength).toBeGreaterThan(0); + expect(mockBlobWrite).toHaveBeenCalledWith( + result.pageBlobPath, + expect.any(Buffer), + ); + + const written = mockBlobWrite.mock.calls[0][1] as Buffer; + const decodedDoc = await PDFDocument.load(new Uint8Array(written)); + expect(decodedDoc.getPageCount()).toBe(3); }); - // Scenario 2: pageCount equals endPage - startPage + 1 - it("reports the correct page count", async () => { + it("reports the correct page count for a sub-range", async () => { mockBlobRead.mockResolvedValue(await buildPdf(5)); - const input: ExtractPagesBase64Input = { - blobKey: "atestgroup/ocr/doc-1/original.pdf", + const result = await extractPagesBase64({ + blobKey: `${GROUP_ID}/ocr/${DOCUMENT_ID}/original.pdf`, startPage: 2, endPage: 5, - }; - - const result = await extractPagesBase64(input); + groupId: GROUP_ID, + documentId: DOCUMENT_ID, + }); expect(result.pageCount).toBe(4); + expect(result.pageIndex).toBe(2); }); - // Scenario 3: single page extraction it("handles single-page extraction (startPage === endPage)", async () => { mockBlobRead.mockResolvedValue(await buildPdf(5)); - const input: ExtractPagesBase64Input = { - blobKey: "atestgroup/ocr/doc-1/original.pdf", + const result = await extractPagesBase64({ + blobKey: `${GROUP_ID}/ocr/${DOCUMENT_ID}/original.pdf`, startPage: 3, endPage: 3, - }; - - const result = await extractPagesBase64(input); + groupId: GROUP_ID, + documentId: DOCUMENT_ID, + }); expect(result.pageCount).toBe(1); - const decoded = Buffer.from(result.base64, "base64"); - const decodedDoc = await PDFDocument.load(new Uint8Array(decoded)); + const written = mockBlobWrite.mock.calls[0][1] as Buffer; + const decodedDoc = await PDFDocument.load(new Uint8Array(written)); expect(decodedDoc.getPageCount()).toBe(1); }); - // Scenario 4: extracted PDF contains only the requested pages - it("output PDF contains exactly the requested number of pages", async () => { - mockBlobRead.mockResolvedValue(await buildPdf(10)); - - const input: ExtractPagesBase64Input = { - blobKey: "atestgroup/ocr/doc-1/original.pdf", - startPage: 3, - endPage: 6, - }; - - const result = await extractPagesBase64(input); - - const decoded = Buffer.from(result.base64, "base64"); - const decodedDoc = await PDFDocument.load(new Uint8Array(decoded)); - expect(decodedDoc.getPageCount()).toBe(4); - }); - - // Scenario 5: propagates blob storage errors - it("propagates errors from blob storage", async () => { + it("propagates errors from blob storage read", async () => { mockBlobRead.mockRejectedValue(new Error("blob not found")); - const input: ExtractPagesBase64Input = { - blobKey: "atestgroup/ocr/doc-1/missing.pdf", - startPage: 1, - endPage: 1, - }; - - await expect(extractPagesBase64(input)).rejects.toThrow("blob not found"); + await expect( + extractPagesBase64({ + blobKey: `${GROUP_ID}/ocr/${DOCUMENT_ID}/missing.pdf`, + startPage: 1, + endPage: 1, + groupId: GROUP_ID, + documentId: DOCUMENT_ID, + }), + ).rejects.toThrow("blob not found"); }); - // Scenario 6: propagates pdf-lib errors for invalid PDF bytes it("propagates errors when the blob is not a valid PDF", async () => { mockBlobRead.mockResolvedValue(Buffer.from("this is not a pdf")); - const input: ExtractPagesBase64Input = { - blobKey: "atestgroup/ocr/doc-1/bad.pdf", - startPage: 1, - endPage: 1, - }; - - await expect(extractPagesBase64(input)).rejects.toThrow(); + await expect( + extractPagesBase64({ + blobKey: `${GROUP_ID}/ocr/${DOCUMENT_ID}/bad.pdf`, + startPage: 1, + endPage: 1, + groupId: GROUP_ID, + documentId: DOCUMENT_ID, + }), + ).rejects.toThrow(); }); }); diff --git a/apps/temporal/src/activities/extract-pages-base64.ts b/apps/temporal/src/activities/extract-pages-base64.ts index 0e706cf01..5c454765c 100644 --- a/apps/temporal/src/activities/extract-pages-base64.ts +++ b/apps/temporal/src/activities/extract-pages-base64.ts @@ -1,9 +1,14 @@ -import { validateBlobFilePath } from "@ai-di/blob-storage-paths"; +import { + buildBlobFilePath, + OperationCategory, + validateBlobFilePath, +} from "@ai-di/blob-storage-paths"; import { PDFDocument } from "pdf-lib"; import { getBlobStorageClient } from "../blob-storage/blob-storage-client"; +import { extractDocumentId } from "./split-document"; /** - * Input parameters for the extractPagesBase64 activity. + * Input parameters for the extractPagesBase64 activity (`document.extractToBase64`). */ export interface ExtractPagesBase64Input { /** Blob storage key of the source PDF. */ @@ -12,58 +17,105 @@ export interface ExtractPagesBase64Input { startPage: number; /** Last page to extract (1-based, inclusive). */ endPage: number; + /** Group ID for the extracted-page blob path (CUID). */ + groupId: string; + /** Document ID; derived from blobKey when omitted. */ + documentId?: string; } /** * Result returned by the extractPagesBase64 activity. + * Large PDF bytes are written to blob storage; history carries the path only. */ export interface ExtractPagesBase64Output { - /** Base64-encoded PDF containing only the extracted pages. */ - base64: string; + /** Blob path of the extracted page-range PDF. */ + pageBlobPath: string; + /** First extracted page number (1-based), same as `startPage`. */ + pageIndex: number; + /** Size of the written PDF in bytes. */ + byteLength: number; /** Number of pages in the extracted PDF (`endPage - startPage + 1`). */ pageCount: number; } /** - * Activity: Extract a page range from a PDF blob and return the result as base64. + * Activity: Extract a page range from a PDF blob and persist it to blob storage. * - * Downloads the source PDF from blob storage, uses `pdf-lib` to copy the - * requested page range into a new in-memory PDF document, and returns the - * result as a base64-encoded string. The extracted PDF is **not** written - * back to blob storage; it is returned directly in the activity output so - * it can be bound into a downstream `data.transform` field mapping. - * - * @param input - Activity input parameters. - * @returns The base64-encoded extracted PDF and its page count. + * Downloads the source PDF, copies the requested page range into a new PDF, + * writes it under `{groupId}/ocr/{documentId}/page-range-{start}-{end}.pdf`, + * and returns `pageBlobPath` (no inline base64 in Temporal history). */ export async function extractPagesBase64( input: ExtractPagesBase64Input, ): Promise { + const documentId = + input.documentId ?? + extractDocumentId(input.blobKey) ?? + parseDocumentIdFromOcrBlobKey(input.blobKey); + if (!documentId) { + throw new Error( + `documentId is required to write extracted pages (blobKey=${input.blobKey})`, + ); + } + const blobStorage = getBlobStorageClient(); const sourceData = await blobStorage.read( validateBlobFilePath(input.blobKey), ); + const outputBytes = await extractPageRangeBytes( + sourceData, + input.startPage, + input.endPage, + ); + + const pageCount = input.endPage - input.startPage + 1; + const fileName = `page-range-${input.startPage}-${input.endPage}.pdf`; + const pageBlobPath = buildBlobFilePath( + input.groupId, + OperationCategory.OCR, + [documentId, "page-extracts"], + fileName, + ); + + await blobStorage.write(validateBlobFilePath(pageBlobPath), outputBytes); + + return { + pageBlobPath, + pageIndex: input.startPage, + byteLength: outputBytes.length, + pageCount, + }; +} + +async function extractPageRangeBytes( + sourceData: Buffer, + startPage: number, + endPage: number, +): Promise { const sourceDoc = await PDFDocument.load(new Uint8Array(sourceData)); const newDoc = await PDFDocument.create(); const pageIndices = Array.from( - { length: input.endPage - input.startPage + 1 }, - (_, i) => input.startPage - 1 + i, + { length: endPage - startPage + 1 }, + (_, i) => startPage - 1 + i, ); - // This looks duplicative, but it's not. - // .copyPages copies the page objects (deep copy) so it doesn't reference the original - // .addPage inserts the transferred page into the new doc's page order. const copiedPages = await newDoc.copyPages(sourceDoc, pageIndices); for (const page of copiedPages) { newDoc.addPage(page); } - const outputBytes = await newDoc.save(); + return Buffer.from(await newDoc.save()); +} - return { - base64: Buffer.from(outputBytes).toString("base64"), - pageCount: pageIndices.length, - }; +/** `{groupId}/ocr/{documentId}/...` layout used by OCR blobs. */ +export function parseDocumentIdFromOcrBlobKey( + blobKey: string, +): string | undefined { + const parts = blobKey.split("/"); + if (parts.length >= 3 && parts[1] === "ocr") { + return parts[2]; + } + return undefined; } diff --git a/apps/temporal/src/activities/get-workflow-graph-config.test.ts b/apps/temporal/src/activities/get-workflow-graph-config.test.ts index 8330da76d..c5670d822 100644 --- a/apps/temporal/src/activities/get-workflow-graph-config.test.ts +++ b/apps/temporal/src/activities/get-workflow-graph-config.test.ts @@ -1,3 +1,4 @@ +import { computeConfigHash } from "../config-hash"; import type { GraphWorkflowConfig } from "../graph-workflow-types"; import { getPrismaClient } from "./database-client"; import { getWorkflowGraphConfig } from "./get-workflow-graph-config"; @@ -52,9 +53,11 @@ describe("getWorkflowGraphConfig activity", () => { const result = await getWorkflowGraphConfig({ workflowId: "wv-1" }); expect(result.graph).toEqual(cfg); + expect(result.workflowVersionId).toBe("wv-1"); + expect(result.configHash).toBe(computeConfigHash(cfg)); expect(prismaMock.workflowVersion.findUnique).toHaveBeenCalledWith({ where: { id: "wv-1" }, - select: { config: true }, + select: { id: true, config: true }, }); expect(prismaMock.workflowLineage.findUnique).not.toHaveBeenCalled(); }); @@ -64,12 +67,13 @@ describe("getWorkflowGraphConfig activity", () => { prismaMock.workflowVersion.findUnique.mockResolvedValue(null); prismaMock.workflowLineage.findUnique.mockResolvedValue({ id: "lin-1", - headVersion: { config: cfg }, + headVersion: { id: "wv-head", config: cfg }, }); const result = await getWorkflowGraphConfig({ workflowId: "lin-1" }); expect(result.graph).toEqual(cfg); + expect(result.workflowVersionId).toBe("wv-head"); expect(prismaMock.workflowLineage.findUnique).toHaveBeenCalledWith({ where: { id: "lin-1" }, include: { headVersion: true }, @@ -82,7 +86,7 @@ describe("getWorkflowGraphConfig activity", () => { prismaMock.workflowLineage.findUnique.mockResolvedValue(null); prismaMock.workflowLineage.findFirst.mockResolvedValue({ id: "lin-1", - headVersion: { config: cfg }, + headVersion: { id: "wv-head", config: cfg }, }); const result = await getWorkflowGraphConfig({ @@ -96,6 +100,37 @@ describe("getWorkflowGraphConfig activity", () => { }); }); + it("applies workflowConfigOverrides before hashing", async () => { + const cfg = sampleConfig(); + cfg.ctx = { + modelId: { type: "string", defaultValue: "prebuilt-layout" }, + }; + prismaMock.workflowVersion.findUnique.mockResolvedValue({ + id: "wv-1", + config: cfg, + }); + + const result = await getWorkflowGraphConfig({ + workflowId: "wv-1", + workflowConfigOverrides: { + "ctx.modelId.defaultValue": "prebuilt-read", + }, + }); + + expect( + (result.graph.ctx.modelId as { defaultValue?: string }).defaultValue, + ).toBe("prebuilt-read"); + expect(result.configHash).not.toBe(computeConfigHash(cfg)); + expect(result.configHash).toBe( + computeConfigHash({ + ...cfg, + ctx: { + modelId: { type: "string", defaultValue: "prebuilt-read" }, + }, + }), + ); + }); + it("throws when not found", async () => { prismaMock.workflowVersion.findUnique.mockResolvedValue(null); prismaMock.workflowLineage.findUnique.mockResolvedValue(null); diff --git a/apps/temporal/src/activities/mistral-ocr-process.test.ts b/apps/temporal/src/activities/mistral-ocr-process.test.ts index d6005a937..ece053b79 100644 --- a/apps/temporal/src/activities/mistral-ocr-process.test.ts +++ b/apps/temporal/src/activities/mistral-ocr-process.test.ts @@ -1,10 +1,33 @@ +jest.mock("../logger", () => ({ + createActivityLogger: () => ({ + info: jest.fn(), + warn: jest.fn(), + error: jest.fn(), + debug: jest.fn(), + child: jest.fn(), + }), +})); + import axios from "axios"; -import type { PreparedFileData } from "../types"; +import type { OcrPayloadRef } from "../ocr-payload-ref"; +import * as ocrPayloadRef from "../ocr-payload-ref"; +import type { OCRResult, PreparedFileData } from "../types"; import { mistralOcrProcess, resolveMistralOcrModelId, } from "./mistral-ocr-process"; +const DOC_ID = "doc-mistral-test"; +const ocrBodies = new Map(); + +function ocrFromRef(ref: OcrPayloadRef): OCRResult { + const body = ocrBodies.get(ref.blobPath); + if (!body) { + throw new Error(`missing OCR body for ${ref.blobPath}`); + } + return body; +} + jest.mock("axios"); const axiosPost = axios.post as jest.MockedFunction; @@ -55,16 +78,37 @@ describe("mistralOcrProcess", () => { beforeEach(() => { jest.resetAllMocks(); + ocrBodies.clear(); process.env = { ...originalEnv, MOCK_MISTRAL_OCR: "true" }; mockBlobRead.mockResolvedValue(Buffer.from("%PDF-1.4")); + jest + .spyOn(ocrPayloadRef, "resolveGroupIdForOcr") + .mockResolvedValue("gtestgroupidfortests01"); + jest + .spyOn(ocrPayloadRef, "persistOcrArtifactRef") + .mockImplementation(async (_groupId, documentId, _file, body) => { + const ref: OcrPayloadRef = { + documentId, + blobPath: `gtestgroupidfortests01/ocr/${documentId}/ocr-result.json`, + storage: "blob", + status: "succeeded", + }; + ocrBodies.set(ref.blobPath, body as OCRResult); + return ref; + }); }); afterEach(() => { process.env = originalEnv; + jest.restoreAllMocks(); }); it("returns mock OCRResult when MOCK_MISTRAL_OCR is true", async () => { - const { ocrResult } = await mistralOcrProcess({ fileData: baseFile }); + const { ocrResult: ref } = await mistralOcrProcess({ + fileData: baseFile, + documentId: DOC_ID, + }); + const ocrResult = ocrFromRef(ref); expect(ocrResult.success).toBe(true); expect(ocrResult.extractedText).toContain("mock ocr"); expect(axiosPost).not.toHaveBeenCalled(); @@ -103,23 +147,24 @@ describe("mistralOcrProcess", () => { }, }); - const { ocrResult } = await mistralOcrProcess({ + const { ocrResult: ref } = await mistralOcrProcess({ fileData: baseFile, + documentId: DOC_ID, templateModelId: "tm-1", }); expect(axiosPost).toHaveBeenCalled(); const callBody = axiosPost.mock.calls[0][1] as Record; expect(callBody.document_annotation_format).toBeDefined(); - expect(ocrResult.pages.length).toBeGreaterThan(0); + expect(ocrFromRef(ref).pages.length).toBeGreaterThan(0); }); it("throws when API key missing and not mock", async () => { process.env = { ...originalEnv, MOCK_MISTRAL_OCR: "false" }; delete process.env.MISTRAL_API_KEY; - await expect(mistralOcrProcess({ fileData: baseFile })).rejects.toThrow( - "MISTRAL_API_KEY", - ); + await expect( + mistralOcrProcess({ fileData: baseFile, documentId: DOC_ID }), + ).rejects.toThrow("MISTRAL_API_KEY"); }); }); diff --git a/apps/temporal/src/activities/mistral-ocr-process.ts b/apps/temporal/src/activities/mistral-ocr-process.ts index c2bba88c7..2a0855e36 100644 --- a/apps/temporal/src/activities/mistral-ocr-process.ts +++ b/apps/temporal/src/activities/mistral-ocr-process.ts @@ -7,6 +7,12 @@ import type { FieldType } from "@generated/client"; import axios from "axios"; import { getBlobStorageClient } from "../blob-storage/blob-storage-client"; import { createActivityLogger } from "../logger"; +import type { OcrPayloadRef } from "../ocr-payload-ref"; +import { + persistOcrArtifactRef, + requireDocumentId, + resolveGroupIdForOcr, +} from "../ocr-payload-ref"; import { fieldDefinitionsToMistralDocumentAnnotationFormat, type MistralDocumentAnnotationFormat, @@ -184,6 +190,8 @@ function mockOcrResult( export interface MistralOcrProcessParams { fileData: PreparedFileData; + documentId: string; + groupId?: string | null; /** Labeling template model id; loads `field_schema` for `document_annotation_format`. */ templateModelId?: string; /** Optional prompt forwarded to Mistral `document_annotation_prompt`. */ @@ -196,8 +204,9 @@ export interface MistralOcrProcessParams { */ export async function mistralOcrProcess( params: MistralOcrProcessParams, -): Promise<{ ocrResult: OCRResult }> { +): Promise<{ ocrResult: OcrPayloadRef }> { const activityName = "mistralOcrProcess"; + const documentId = requireDocumentId(params); const { fileData, documentAnnotationPrompt } = params; const templateModelIdRaw = params.templateModelId?.trim(); const log = createActivityLogger(activityName, { @@ -236,7 +245,14 @@ export async function mistralOcrProcess( requestId, durationMs: Date.now() - startTime, }); - return { ocrResult }; + const groupId = await resolveGroupIdForOcr(documentId, params.groupId); + const ref = await persistOcrArtifactRef( + groupId, + documentId, + "ocr-result.json", + ocrResult, + ); + return { ocrResult: ref }; } if (!apiKey) { @@ -316,7 +332,14 @@ export async function mistralOcrProcess( durationMs: Date.now() - startTime, }); - return { ocrResult }; + const groupId = await resolveGroupIdForOcr(documentId, params.groupId); + const ref = await persistOcrArtifactRef( + groupId, + documentId, + "ocr-result.json", + ocrResult, + ); + return { ocrResult: ref }; } catch (error) { if (axios.isAxiosError(error)) { const status = error.response?.status; diff --git a/apps/temporal/src/activities/ocr-character-confusion.test.ts b/apps/temporal/src/activities/ocr-character-confusion.test.ts index db5c0e6ea..e63dc9e78 100644 --- a/apps/temporal/src/activities/ocr-character-confusion.test.ts +++ b/apps/temporal/src/activities/ocr-character-confusion.test.ts @@ -1,5 +1,9 @@ +import * as ocrRefUtils from "../ocr-activity-ref-utils"; +import type { OcrPayloadRef } from "../ocr-payload-ref"; import type { OCRResult } from "../types"; +const mockBlobBodies = new Map(); + jest.mock("../logger", () => ({ createActivityLogger: () => ({ info: jest.fn(), @@ -12,10 +16,79 @@ jest.mock("./database-client", () => ({ getPrismaClient: jest.fn(), })); +jest.mock("../blob-storage/blob-storage-client", () => ({ + getBlobStorageClient: () => ({ + write: async (key: string, data: Buffer) => { + mockBlobBodies.set(key, data); + }, + read: async (key: string) => { + const body = mockBlobBodies.get(key); + if (!body) { + throw new Error(`missing blob body for ${key}`); + } + return body; + }, + }), +})); + import { getPrismaClient } from "./database-client"; import { characterConfusionCorrection } from "./ocr-character-confusion"; const getPrismaClientMock = getPrismaClient as jest.Mock; +const DOC_ID = "doc-character-confusion-test"; +const ocrBodiesByPath = new Map(); + +function ocrFromRef(ref: OcrPayloadRef): OCRResult { + const body = ocrBodiesByPath.get(ref.blobPath); + if (body) { + return body; + } + const blobBody = mockBlobBodies.get(ref.blobPath); + if (!blobBody) { + throw new Error(`missing OCR body for ${ref.blobPath}`); + } + return JSON.parse(blobBody.toString("utf8")) as OCRResult; +} + +function correct( + params: Omit< + Parameters[0], + "documentId" + > & { + documentId?: string; + }, +) { + return characterConfusionCorrection({ documentId: DOC_ID, ...params }); +} + +beforeEach(() => { + ocrBodiesByPath.clear(); + mockBlobBodies.clear(); + jest + .spyOn(ocrRefUtils, "resolveOcrResultInput") + .mockImplementation(async (params) => ({ + ocrResult: params.ocrResult as OCRResult, + groupId: "gtestgroupidfortests01", + })); + jest + .spyOn(ocrRefUtils, "toOcrResultPort") + .mockImplementation(async (body, documentId, groupId) => { + const blobPath = `${groupId}/ocr/${documentId}/ocr-result.json`; + ocrBodiesByPath.set(blobPath, body); + return { + ocrResult: { + documentId, + blobPath, + storage: "blob", + status: "succeeded", + }, + }; + }); +}); + +afterEach(() => { + jest.restoreAllMocks(); +}); function makeOcrResult( kvps: Array<{ key: string; value: string; confidence: number }>, @@ -57,12 +130,12 @@ describe("characterConfusionCorrection", () => { }, ]); - const result = await characterConfusionCorrection({ ocrResult }); + const result = await correct({ ocrResult }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe( + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( "Amy Scott MD", ); - expect(result.ocrResult.keyValuePairs[1].value?.content).toBe( + expect(ocrFromRef(result.ocrResult).keyValuePairs[1].value?.content).toBe( "More method discussi", ); expect(result.changes).toHaveLength(0); @@ -73,12 +146,14 @@ describe("characterConfusionCorrection", () => { { key: "Date", value: "2O24-01-15", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, fieldScope: ["Date"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("2024-01-15"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "2024-01-15", + ); expect(result.changes.length).toBe(1); expect(result.changes[0].reason).toContain("Character confusion"); }); @@ -88,12 +163,14 @@ describe("characterConfusionCorrection", () => { { key: "Amount", value: "l,234.56", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, fieldScope: ["Amount"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("1,234.56"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "1,234.56", + ); }); it("does not mutate original", async () => { @@ -102,7 +179,7 @@ describe("characterConfusionCorrection", () => { ]); const originalValue = ocrResult.keyValuePairs[0].value?.content; - await characterConfusionCorrection({ ocrResult }); + await correct({ ocrResult }); expect(ocrResult.keyValuePairs[0].value?.content).toBe(originalValue); }); @@ -112,13 +189,15 @@ describe("characterConfusionCorrection", () => { { key: "Code", value: "ABC-XYZ", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, confusionMapOverride: { X: "K" }, applyToAllFields: true, }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("ABC-KYZ"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "ABC-KYZ", + ); }); it("respects fieldScope", async () => { @@ -127,13 +206,17 @@ describe("characterConfusionCorrection", () => { { key: "Name", value: "2O24-01-15", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, fieldScope: ["Date"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("2024-01-15"); - expect(result.ocrResult.keyValuePairs[1].value?.content).toBe("2O24-01-15"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "2024-01-15", + ); + expect(ocrFromRef(result.ocrResult).keyValuePairs[1].value?.content).toBe( + "2O24-01-15", + ); }); it("protects month abbreviations", async () => { @@ -141,12 +224,13 @@ describe("characterConfusionCorrection", () => { { key: "Date", value: "Sep-2O24", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, applyToAllFields: true, }); - const corrected = result.ocrResult.keyValuePairs[0].value?.content; + const corrected = ocrFromRef(result.ocrResult).keyValuePairs[0].value + ?.content; expect(corrected).toContain("Sep"); expect(corrected).toContain("2024"); }); @@ -156,7 +240,7 @@ describe("characterConfusionCorrection", () => { { key: "Amount", value: "12345", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ ocrResult }); + const result = await correct({ ocrResult }); expect(result.changes).toHaveLength(0); }); @@ -165,12 +249,14 @@ describe("characterConfusionCorrection", () => { { key: "Date", value: "30/03/2016", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, confusionMapOverride: { "/": "1" }, }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("30/03/2016"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "30/03/2016", + ); }); it("with default map, corrects slash-as-one in money-like value (6/91.12 → 6191.12)", async () => { @@ -182,12 +268,14 @@ describe("characterConfusionCorrection", () => { }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, fieldScope: ["applicant_spousal_support_alimony"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("6191.12"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "6191.12", + ); expect(result.changes).toHaveLength(1); }); @@ -196,12 +284,14 @@ describe("characterConfusionCorrection", () => { { key: "spouse_date", value: "30/03/2016", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, fieldScope: ["spouse_date"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("30/03/2016"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "30/03/2016", + ); }); it("applies slash substitution for non-date values", async () => { @@ -209,13 +299,15 @@ describe("characterConfusionCorrection", () => { { key: "AccountCode", value: "12/34", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, confusionMapOverride: { "/": "1" }, fieldScope: ["AccountCode"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("12134"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "12134", + ); }); it("does not clear standalone mask symbol", async () => { @@ -223,13 +315,15 @@ describe("characterConfusionCorrection", () => { { key: "spouse_date", value: "$", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, confusionMapOverride: { $: "" }, applyToAllFields: true, }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("$"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "$", + ); }); it("confusionMapOverride replaces built-in rules; enabledRules are ignored", async () => { @@ -237,14 +331,16 @@ describe("characterConfusionCorrection", () => { { key: "Code", value: "O-only", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, confusionMapOverride: { X: "K" }, enabledRules: ["oToZero"], applyToAllFields: true, }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("O-only"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "O-only", + ); expect(result.metadata?.useOverride).toBe(true); }); @@ -257,13 +353,15 @@ describe("characterConfusionCorrection", () => { }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, fieldScope: ["applicant_spousal_support_alimony"], disabledRules: ["slashToOne"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("6/91.12"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "6/91.12", + ); expect(result.changes).toHaveLength(0); }); @@ -318,13 +416,15 @@ describe("characterConfusionCorrection", () => { { key: "code", value: "7:2O.OO", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, confusionProfileId: "profile-1", applyToAllFields: true, }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("7120.00"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "7120.00", + ); expect(result.changes).toHaveLength(1); expect(result.metadata?.useProfile).toBe(true); expect(result.metadata?.confusionProfileId).toBe("profile-1"); @@ -335,12 +435,12 @@ describe("characterConfusionCorrection", () => { { key: "Amount", value: "O89714425", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, applyToAllFields: true, }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe( + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( "089714425", ); expect(result.metadata?.useProfile).toBe(false); @@ -382,13 +482,13 @@ describe("characterConfusionCorrection", () => { { key: "total_amount", value: "2O24-01-15", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, documentType: "proj-1", fieldScope: ["total_amount"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe( + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( "2024-01-15", ); expect(result.metadata?.schemaAware).toBe(true); @@ -412,13 +512,15 @@ describe("characterConfusionCorrection", () => { { key: "notes", value: "6/91.12", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, documentType: "proj-1", fieldScope: ["notes"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("6/91.12"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "6/91.12", + ); expect(result.changes).toHaveLength(0); }); @@ -439,13 +541,15 @@ describe("characterConfusionCorrection", () => { { key: "agree", value: "2O24", confidence: 0.9 }, ]); - const result = await characterConfusionCorrection({ + const result = await correct({ ocrResult, documentType: "proj-1", fieldScope: ["agree"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("2O24"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "2O24", + ); expect(result.changes).toHaveLength(0); }); }); diff --git a/apps/temporal/src/activities/ocr-character-confusion.ts b/apps/temporal/src/activities/ocr-character-confusion.ts index caa9a8a7c..40e41ba77 100644 --- a/apps/temporal/src/activities/ocr-character-confusion.ts +++ b/apps/temporal/src/activities/ocr-character-confusion.ts @@ -22,6 +22,10 @@ import type { } from "../correction-types"; import { deepCopyOcrResult } from "../correction-types"; import { createActivityLogger } from "../logger"; +import { + finalizeCorrectionResult, + resolveOcrResultInput, +} from "../ocr-activity-ref-utils"; import type { EnrichmentChange } from "../types"; import { getPrismaClient } from "./database-client"; import type { FieldMap } from "./enrichment-rules"; @@ -302,7 +306,8 @@ export async function characterConfusionCorrection( params: CharacterConfusionParams, ): Promise { const log = createActivityLogger("characterConfusionCorrection"); - const { ocrResult, fieldScope, applyToAllFields, documentType } = params; + const { documentId, fieldScope, applyToAllFields, documentType } = params; + const { ocrResult, groupId } = await resolveOcrResultInput(params); let profileMap: Record | null = null; if (params.confusionProfileId) { @@ -455,22 +460,26 @@ export async function characterConfusionCorrection( changesApplied: changes.length, }); - return { - ocrResult: result, - changes, - metadata: { - confusionMapEntries: useProfile - ? Object.keys(profileMap ?? {}).length - : useOverride - ? Object.keys(confusionMapOverride ?? {}).length - : Object.keys(mergeConfusionRules(baseResolvedRules ?? [])).length, - applyToAllFields: applyToAllFields ?? false, - documentType: documentType ?? null, - schemaAware: Boolean(fieldMap), - enabledRules: resolvedRuleIds, - useProfile, - useOverride, - confusionProfileId: params.confusionProfileId ?? null, + return finalizeCorrectionResult( + { + ocrResult: result, + changes, + metadata: { + confusionMapEntries: useProfile + ? Object.keys(profileMap ?? {}).length + : useOverride + ? Object.keys(confusionMapOverride ?? {}).length + : Object.keys(mergeConfusionRules(baseResolvedRules ?? [])).length, + applyToAllFields: applyToAllFields ?? false, + documentType: documentType ?? null, + schemaAware: Boolean(fieldMap), + enabledRules: resolvedRuleIds, + useProfile, + useOverride, + confusionProfileId: params.confusionProfileId ?? null, + }, }, - }; + documentId, + groupId, + ); } diff --git a/apps/temporal/src/activities/ocr-normalize-fields.test.ts b/apps/temporal/src/activities/ocr-normalize-fields.test.ts index c8e2886b1..071fd9a47 100644 --- a/apps/temporal/src/activities/ocr-normalize-fields.test.ts +++ b/apps/temporal/src/activities/ocr-normalize-fields.test.ts @@ -1,5 +1,9 @@ +import * as ocrRefUtils from "../ocr-activity-ref-utils"; +import type { OcrPayloadRef } from "../ocr-payload-ref"; import type { OCRResult } from "../types"; +const mockBlobBodies = new Map(); + jest.mock("../logger", () => ({ createActivityLogger: () => ({ info: jest.fn(), @@ -12,12 +16,84 @@ jest.mock("./database-client", () => ({ getPrismaClient: jest.fn(), })); +jest.mock("../blob-storage/blob-storage-client", () => ({ + getBlobStorageClient: () => ({ + write: async (key: string, data: Buffer) => { + mockBlobBodies.set(key, data); + }, + read: async (key: string) => { + const body = mockBlobBodies.get(key); + if (!body) { + throw new Error(`missing blob body for ${key}`); + } + return body; + }, + }), +})); + import { buildFlatPredictionMapFromCtx } from "../azure-ocr-field-display-value"; import { getPrismaClient } from "./database-client"; import { normalizeOcrFields } from "./ocr-normalize-fields"; const getPrismaClientMock = getPrismaClient as jest.Mock; +const DOC_ID = "doc-normalize-test"; +const ocrBodiesByPath = new Map(); + +function ocrFromRef(ref: OcrPayloadRef): OCRResult { + const body = ocrBodiesByPath.get(ref.blobPath); + if (body) { + return body; + } + const blobBody = mockBlobBodies.get(ref.blobPath); + if (!blobBody) { + throw new Error(`missing OCR body for ${ref.blobPath}`); + } + return JSON.parse(blobBody.toString("utf8")) as OCRResult; +} + +function normalize( + params: Omit[0], "documentId"> & { + documentId?: string; + }, +) { + return normalizeOcrFields({ documentId: DOC_ID, ...params }); +} + +beforeEach(() => { + ocrBodiesByPath.clear(); + mockBlobBodies.clear(); + jest + .spyOn(ocrRefUtils, "resolveOcrResultInput") + .mockImplementation(async (params) => ({ + ocrResult: + typeof params.ocrResult === "object" && + params.ocrResult !== null && + "storage" in params.ocrResult + ? ocrFromRef(params.ocrResult as OcrPayloadRef) + : (params.ocrResult as OCRResult), + groupId: "gtestgroupidfortests01", + })); + jest + .spyOn(ocrRefUtils, "toOcrResultPort") + .mockImplementation(async (body, documentId, groupId) => { + const blobPath = `${groupId}/ocr/${documentId}/ocr-result.json`; + ocrBodiesByPath.set(blobPath, body); + return { + ocrResult: { + documentId, + blobPath, + storage: "blob", + status: "succeeded", + }, + }; + }); +}); + +afterEach(() => { + jest.restoreAllMocks(); +}); + function makeOcrResult( kvps: Array<{ key: string; value: string; confidence: number }>, ): OCRResult { @@ -98,9 +174,11 @@ describe("normalizeOcrFields", () => { { key: "Name", value: " John Doe ", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ ocrResult }); + const result = await normalize({ ocrResult }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("John Doe"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "John Doe", + ); expect(result.changes.length).toBe(1); expect(result.changes[0].reason).toContain("whitespace"); }); @@ -110,17 +188,21 @@ describe("normalizeOcrFields", () => { { key: "Amount", value: "1 234 567", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ ocrResult }); + const result = await normalize({ ocrResult }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("1234567"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "1234567", + ); }); it("normalizes comma thousands separators", async () => { const ocrResult = makeOcrResult([ { key: "Amount", value: "1, 234,567.89", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ ocrResult }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("1234567.89"); + const result = await normalize({ ocrResult }); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "1234567.89", + ); }); it("normalizes date separators", async () => { @@ -128,17 +210,19 @@ describe("normalizeOcrFields", () => { { key: "ShipDate", value: "01.15.2024", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ ocrResult }); + const result = await normalize({ ocrResult }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("01/15/2024"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "01/15/2024", + ); }); it("normalizes unicode and spacing artifacts", async () => { const ocrResult = makeOcrResult([ { key: "Text", value: "hello\u00A0world", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ ocrResult }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe( + const result = await normalize({ ocrResult }); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( "hello world", ); }); @@ -149,7 +233,7 @@ describe("normalizeOcrFields", () => { ]); const originalValue = ocrResult.keyValuePairs[0].value?.content; - await normalizeOcrFields({ ocrResult }); + await normalize({ ocrResult }); expect(ocrResult.keyValuePairs[0].value?.content).toBe(originalValue); }); @@ -159,12 +243,14 @@ describe("normalizeOcrFields", () => { { key: "Name", value: " John Doe ", confidence: 0.9 }, ]); - const first = await normalizeOcrFields({ ocrResult }); - const second = await normalizeOcrFields({ + const first = await normalize({ ocrResult }); + const second = await normalize({ ocrResult: first.ocrResult, }); - expect(second.ocrResult.keyValuePairs[0].value?.content).toBe("John Doe"); + expect(ocrFromRef(second.ocrResult).keyValuePairs[0].value?.content).toBe( + "John Doe", + ); expect(second.changes).toHaveLength(0); }); @@ -174,13 +260,17 @@ describe("normalizeOcrFields", () => { { key: "Amount", value: " world ", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, fieldScope: ["Name"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("hello"); - expect(result.ocrResult.keyValuePairs[1].value?.content).toBe(" world "); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "hello", + ); + expect(ocrFromRef(result.ocrResult).keyValuePairs[1].value?.content).toBe( + " world ", + ); }); it("applies numeric rules heuristically outside fieldScope", async () => { @@ -189,13 +279,17 @@ describe("normalizeOcrFields", () => { { key: "Amount", value: "1,234", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, fieldScope: ["Name"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("John Doe"); - expect(result.ocrResult.keyValuePairs[1].value?.content).toBe("1234"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "John Doe", + ); + expect(ocrFromRef(result.ocrResult).keyValuePairs[1].value?.content).toBe( + "1234", + ); }); it("can disable specific normalizations", async () => { @@ -203,13 +297,15 @@ describe("normalizeOcrFields", () => { { key: "ShipDate", value: " 01.15.2024 ", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, normalizeWhitespace: true, normalizeDateSeparators: false, }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("01.15.2024"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "01.15.2024", + ); }); it("supports enabledRules selection", async () => { @@ -217,12 +313,14 @@ describe("normalizeOcrFields", () => { { key: "Amount", value: "$ 1,234", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, enabledRules: ["currencySpacing"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("$1,234"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "$1,234", + ); }); it("supports disabledRules selection", async () => { @@ -230,12 +328,14 @@ describe("normalizeOcrFields", () => { { key: "Amount", value: "$ 1,234", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, disabledRules: ["currencySpacing"], }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("$ 1234"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "$ 1234", + ); }); it("supports normalizeFullResult", async () => { @@ -243,7 +343,7 @@ describe("normalizeOcrFields", () => { { key: "Name", value: "John", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, normalizeFullResult: true, enabledRules: [ @@ -255,10 +355,18 @@ describe("normalizeOcrFields", () => { ], }); - expect(result.ocrResult.pages[0].words[0].content).toBe("linebreak"); - expect(result.ocrResult.pages[0].lines[0].content).toBe("A line"); - expect(result.ocrResult.paragraphs[0].content).toBe("hello world"); - expect(result.ocrResult.tables[0].cells[0].content).toBe("$1234"); + expect(ocrFromRef(result.ocrResult).pages[0].words[0].content).toBe( + "linebreak", + ); + expect(ocrFromRef(result.ocrResult).pages[0].lines[0].content).toBe( + "A line", + ); + expect(ocrFromRef(result.ocrResult).paragraphs[0].content).toBe( + "hello world", + ); + expect(ocrFromRef(result.ocrResult).tables[0].cells[0].content).toBe( + "$1234", + ); }); it("returns changes with correct structure", async () => { @@ -266,7 +374,7 @@ describe("normalizeOcrFields", () => { { key: "Name", value: " hello ", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ ocrResult }); + const result = await normalize({ ocrResult }); expect(result.changes[0]).toEqual({ fieldKey: "Name", @@ -283,10 +391,14 @@ describe("normalizeOcrFields", () => { { key: "spouse_phone", value: "970.838.608", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ ocrResult }); + const result = await normalize({ ocrResult }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("936688868"); - expect(result.ocrResult.keyValuePairs[1].value?.content).toBe("970838608"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "936688868", + ); + expect(ocrFromRef(result.ocrResult).keyValuePairs[1].value?.content).toBe( + "970838608", + ); expect( result.changes.some( (c) => c.reason === "Canonicalized identifier digits", @@ -308,8 +420,9 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ ocrResult }); - const field = result.ocrResult.documents![0].fields.spouse_phone; + const result = await normalize({ ocrResult }); + const field = ocrFromRef(result.ocrResult).documents![0].fields + .spouse_phone; expect(field.content).toBe("981621268"); expect(field.valueString).toBe("981621268"); @@ -328,8 +441,9 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ ocrResult }); - const field = result.ocrResult.documents![0].fields.applicant_sin; + const result = await normalize({ ocrResult }); + const field = ocrFromRef(result.ocrResult).documents![0].fields + .applicant_sin; expect(field.valueString).toBe("936688868"); expect(field.content).toBeUndefined(); @@ -350,8 +464,9 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ ocrResult }); - const field = result.ocrResult.documents![0].fields.spouse_phone as { + const result = await normalize({ ocrResult }); + const field = ocrFromRef(result.ocrResult).documents![0].fields + .spouse_phone as { content?: string; valueString?: string; valueNumber?: number; @@ -374,16 +489,17 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, emptyValueCoercion: "blank", }); - const fields = result.ocrResult.documents![0].fields; + const fields = ocrFromRef(result.ocrResult).documents![0].fields; expect(fields.empty_field.content).toBe(""); expect(fields.filled.content).toBe("x"); expect( - buildFlatPredictionMapFromCtx({ cleanedResult: result.ocrResult }) - .empty_field, + buildFlatPredictionMapFromCtx({ + cleanedResult: ocrFromRef(result.ocrResult), + }).empty_field, ).toBe(""); }); @@ -398,12 +514,14 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, emptyValueCoercion: "blank", fieldScope: ["other"], }); - expect(result.ocrResult.documents![0].fields.empty_field.content).toBe(""); + expect( + ocrFromRef(result.ocrResult).documents![0].fields.empty_field.content, + ).toBe(""); }); it("sets empty document field content to null when emptyValueCoercion is null", async () => { @@ -415,12 +533,12 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, emptyValueCoercion: "null", }); expect( - result.ocrResult.documents![0].fields.empty_field.content, + ocrFromRef(result.ocrResult).documents![0].fields.empty_field.content, ).toBeNull(); }); @@ -428,11 +546,13 @@ describe("normalizeOcrFields", () => { const ocrResult = makeOcrResult([ { key: "Note", value: " ", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, emptyValueCoercion: "blank", }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe(""); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "", + ); }); it("canonicalizes date fields to YYYY-Mmm-DD", async () => { @@ -440,9 +560,9 @@ describe("normalizeOcrFields", () => { { key: "date", value: "30/03/2016", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ ocrResult }); + const result = await normalize({ ocrResult }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe( + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( "2016-Mar-30", ); expect( @@ -455,9 +575,11 @@ describe("normalizeOcrFields", () => { { key: "spouse_date", value: "$", confidence: 0.9 }, ]); - const result = await normalizeOcrFields({ ocrResult }); + const result = await normalize({ ocrResult }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe(""); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "", + ); expect( result.changes.some((c) => c.reason === "Cleared date-field OCR noise"), ).toBe(true); @@ -502,14 +624,14 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, documentType: "proj-1", }); - expect(result.ocrResult.documents![0].fields.sin_number.content).toBe( - "872318748", - ); + expect( + ocrFromRef(result.ocrResult).documents![0].fields.sin_number.content, + ).toBe("872318748"); expect( result.changes.some((c) => c.reason.includes("Format spec canonicalization"), @@ -545,14 +667,14 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, documentType: "proj-1", }); - expect(result.ocrResult.documents![0].fields.phone_number.content).toBe( - "(442) 836-849", - ); + expect( + ocrFromRef(result.ocrResult).documents![0].fields.phone_number.content, + ).toBe("(442) 836-849"); expect( result.changes.some((c) => c.reason.includes("Format spec canonicalization"), @@ -585,14 +707,14 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, documentType: "proj-1", }); - expect(result.ocrResult.documents![0].fields.birth_date.content).toBe( - "2009-04-22", - ); + expect( + ocrFromRef(result.ocrResult).documents![0].fields.birth_date.content, + ).toBe("2009-04-22"); expect( result.changes.some((c) => c.reason.includes("Format spec canonicalization"), @@ -625,14 +747,14 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, documentType: "proj-1", }); - expect(result.ocrResult.documents![0].fields.description.content).toBe( - "avoid various.", - ); + expect( + ocrFromRef(result.ocrResult).documents![0].fields.description.content, + ).toBe("avoid various."); expect( result.changes.some((c) => c.reason.includes("Format spec canonicalization"), @@ -665,15 +787,15 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, documentType: "proj-1", }); // Should use heuristic identifier canonicalization (digits-only) - expect(result.ocrResult.documents![0].fields.applicant_sin.content).toBe( - "936688868", - ); + expect( + ocrFromRef(result.ocrResult).documents![0].fields.applicant_sin.content, + ).toBe("936688868"); expect( result.changes.some( (c) => c.reason === "Canonicalized identifier digits", @@ -718,14 +840,14 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, documentType: "proj-1", }); - expect(result.ocrResult.documents![0].fields.name.content).toBe( - "1,234.00", - ); + expect( + ocrFromRef(result.ocrResult).documents![0].fields.name.content, + ).toBe("1,234.00"); expect(result.metadata?.schemaAware).toBe(true); expect(result.metadata?.schemaFieldCount).toBe(1); }); @@ -752,12 +874,13 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, documentType: "proj-1", }); - const out = result.ocrResult.documents![0].fields.amount.content; + const out = ocrFromRef(result.ocrResult).documents![0].fields.amount + .content; expect(out).not.toContain(","); expect(out).toMatch(/1234\.56/); }); @@ -784,14 +907,14 @@ describe("normalizeOcrFields", () => { }, ]; - const result = await normalizeOcrFields({ + const result = await normalize({ ocrResult, documentType: "proj-1", }); - expect(result.ocrResult.documents![0].fields.birth.content).toBe( - "2016-Mar-30", - ); + expect( + ocrFromRef(result.ocrResult).documents![0].fields.birth.content, + ).toBe("2016-Mar-30"); }); }); }); diff --git a/apps/temporal/src/activities/ocr-normalize-fields.ts b/apps/temporal/src/activities/ocr-normalize-fields.ts index 4222a7494..a5dd9848c 100644 --- a/apps/temporal/src/activities/ocr-normalize-fields.ts +++ b/apps/temporal/src/activities/ocr-normalize-fields.ts @@ -34,6 +34,10 @@ import { tryCanonicalDateString, } from "../form-field-normalization"; import { createActivityLogger } from "../logger"; +import { + finalizeCorrectionResult, + resolveOcrResultInput, +} from "../ocr-activity-ref-utils"; import type { EnrichmentChange, OCRResult } from "../types"; import type { FieldMap } from "./enrichment-rules"; import { loadFieldMapFromProject } from "./field-schema-loader"; @@ -454,7 +458,8 @@ export async function normalizeOcrFields( params: NormalizeFieldsParams, ): Promise { const log = createActivityLogger("normalizeOcrFields"); - const { ocrResult, fieldScope, documentType } = params; + const { documentId, fieldScope, documentType } = params; + const { ocrResult, groupId } = await resolveOcrResultInput(params); const rules = resolveActiveRules(params); const normalizeFullResult = params.normalizeFullResult === true; const emptyValueCoercion: EmptyValueCoercionMode = @@ -609,16 +614,20 @@ export async function normalizeOcrFields( changesApplied: changes.length, }); - return { - ocrResult: result, - changes, - metadata: { - enabledRules: rules.map((r) => r.id), - normalizeFullResult, - schemaAware: Boolean(fieldMap), - documentType: documentType ?? null, - schemaFieldCount: fieldMap ? Object.keys(fieldMap).length : 0, - emptyValueCoercion, + return finalizeCorrectionResult( + { + ocrResult: result, + changes, + metadata: { + enabledRules: rules.map((r) => r.id), + normalizeFullResult, + schemaAware: Boolean(fieldMap), + documentType: documentType ?? null, + schemaFieldCount: fieldMap ? Object.keys(fieldMap).length : 0, + emptyValueCoercion, + }, }, - }; + documentId, + groupId, + ); } diff --git a/apps/temporal/src/activities/ocr-spellcheck.test.ts b/apps/temporal/src/activities/ocr-spellcheck.test.ts index 5fee414e9..e300a4ad6 100644 --- a/apps/temporal/src/activities/ocr-spellcheck.test.ts +++ b/apps/temporal/src/activities/ocr-spellcheck.test.ts @@ -1,15 +1,71 @@ -import type { OCRResult } from "../types"; - jest.mock("../logger", () => ({ createActivityLogger: () => ({ info: jest.fn(), + warn: jest.fn(), error: jest.fn(), debug: jest.fn(), + child: jest.fn(), }), })); +const ocrBodiesByPath = new Map(); + +jest.mock("../ocr-payload-ref", () => { + const actual = jest.requireActual( + "../ocr-payload-ref", + ) as typeof import("../ocr-payload-ref"); + return { + ...actual, + writeOcrPayloadBlob: jest.fn( + async ( + groupId: string, + documentId: string, + fileName: string, + body: unknown, + ) => { + const blobPath = `${groupId}/ocr/${documentId}/${fileName}`; + ocrBodiesByPath.set(blobPath, body); + return { blobPath, byteLength: 64 }; + }, + ), + persistOcrArtifactRef: jest.fn( + async ( + groupId: string, + documentId: string, + fileName: string, + body: unknown, + ) => { + const blobPath = `${groupId}/ocr/${documentId}/${fileName}`; + ocrBodiesByPath.set(blobPath, body); + return { + documentId, + blobPath, + storage: "blob" as const, + status: "succeeded" as const, + }; + }, + ), + loadOcrResultFromPort: jest.fn(async (ref: { blobPath: string }) => + ocrBodiesByPath.get(ref.blobPath), + ), + }; +}); + +import type { OcrPayloadRef } from "../ocr-payload-ref"; +import type { OCRResult } from "../types"; import { spellcheckOcrResult } from "./ocr-spellcheck"; +const DOC_ID = "doc-spellcheck-test"; +const TEST_GROUP_ID = "gtestgroupidfortests01"; + +function ocrFromRef(ref: OcrPayloadRef): OCRResult { + const body = ocrBodiesByPath.get(ref.blobPath); + if (!body) { + throw new Error(`missing OCR body for ${ref.blobPath}`); + } + return body as OCRResult; +} + function makeOcrResult( kvps: Array<{ key: string; value: string; confidence: number }>, ): OCRResult { @@ -40,12 +96,20 @@ function makeOcrResult( } describe("spellcheckOcrResult", () => { + beforeEach(() => { + ocrBodiesByPath.clear(); + }); + it("corrects misspelled words", async () => { const ocrResult = makeOcrResult([ { key: "Name", value: "Jonh Doe", confidence: 0.9 }, ]); - const result = await spellcheckOcrResult({ ocrResult }); + const result = await spellcheckOcrResult({ + ocrResult, + documentId: DOC_ID, + groupId: TEST_GROUP_ID, + }); expect(result.ocrResult).toBeDefined(); expect(result.changes.length).toBeGreaterThanOrEqual(0); @@ -58,7 +122,11 @@ describe("spellcheckOcrResult", () => { ]); const originalValue = ocrResult.keyValuePairs[0].value?.content; - await spellcheckOcrResult({ ocrResult }); + await spellcheckOcrResult({ + ocrResult, + documentId: DOC_ID, + groupId: TEST_GROUP_ID, + }); expect(ocrResult.keyValuePairs[0].value?.content).toBe(originalValue); }); @@ -71,6 +139,8 @@ describe("spellcheckOcrResult", () => { const result = await spellcheckOcrResult({ ocrResult, + documentId: DOC_ID, + groupId: TEST_GROUP_ID, fieldScope: ["Name"], }); @@ -83,9 +153,15 @@ describe("spellcheckOcrResult", () => { { key: "Amount", value: "12345", confidence: 0.9 }, ]); - const result = await spellcheckOcrResult({ ocrResult }); + const result = await spellcheckOcrResult({ + ocrResult, + documentId: DOC_ID, + groupId: TEST_GROUP_ID, + }); - expect(result.ocrResult.keyValuePairs[0].value?.content).toBe("12345"); + expect(ocrFromRef(result.ocrResult).keyValuePairs[0].value?.content).toBe( + "12345", + ); expect(result.changes).toHaveLength(0); }); @@ -94,7 +170,11 @@ describe("spellcheckOcrResult", () => { { key: "Description", value: "teh quick brown fox", confidence: 0.9 }, ]); - const result = await spellcheckOcrResult({ ocrResult }); + const result = await spellcheckOcrResult({ + ocrResult, + documentId: DOC_ID, + groupId: TEST_GROUP_ID, + }); if (result.changes.length > 0) { expect(result.changes[0]).toHaveProperty("fieldKey"); diff --git a/apps/temporal/src/activities/ocr-spellcheck.ts b/apps/temporal/src/activities/ocr-spellcheck.ts index 55b5cb97a..a59c59d72 100644 --- a/apps/temporal/src/activities/ocr-spellcheck.ts +++ b/apps/temporal/src/activities/ocr-spellcheck.ts @@ -16,6 +16,10 @@ import type { } from "../correction-types"; import { deepCopyOcrResult } from "../correction-types"; import { createActivityLogger } from "../logger"; +import { + finalizeCorrectionResult, + resolveOcrResultInput, +} from "../ocr-activity-ref-utils"; import type { EnrichmentChange, KeyValuePair } from "../types"; interface SpellcheckParams extends CorrectionToolParams { @@ -128,7 +132,8 @@ export async function spellcheckOcrResult( params: SpellcheckParams, ): Promise { const log = createActivityLogger("spellcheckOcrResult"); - const { ocrResult, fieldScope } = params; + const { documentId, fieldScope } = params; + const { ocrResult, groupId } = await resolveOcrResultInput(params); log.info("Spellcheck correction start", { event: "start", @@ -200,9 +205,13 @@ export async function spellcheckOcrResult( totalWordsChecked, }); - return { - ocrResult: result, - changes, - metadata: { totalWordsChecked, language: params.language ?? "en" }, - }; + return finalizeCorrectionResult( + { + ocrResult: result, + changes, + metadata: { totalWordsChecked, language: params.language ?? "en" }, + }, + documentId, + groupId, + ); } diff --git a/apps/temporal/src/activities/poll-ocr-results.test.ts b/apps/temporal/src/activities/poll-ocr-results.test.ts index e56385076..b54de8c12 100644 --- a/apps/temporal/src/activities/poll-ocr-results.test.ts +++ b/apps/temporal/src/activities/poll-ocr-results.test.ts @@ -1,6 +1,17 @@ +jest.mock("../logger", () => ({ + createActivityLogger: () => ({ + info: jest.fn(), + warn: jest.fn(), + error: jest.fn(), + debug: jest.fn(), + child: jest.fn(), + }), +})); + import DocumentIntelligence, { isUnexpected, } from "@azure-rest/ai-document-intelligence"; +import * as ocrPayloadRef from "../ocr-payload-ref"; import type { OCRResponse } from "../types"; import { pollOCRResults } from "./poll-ocr-results"; @@ -26,6 +37,9 @@ type PollResponse = { const mockGet = jest.fn, []>(); const mockPath = jest.fn(() => ({ get: mockGet })); +const TEST_DOCUMENT_ID = "doc-poll-test"; +const TEST_GROUP_ID = "gtestgroupidfortests01"; + describe("pollOCRResults activity", () => { const originalEnv = process.env; @@ -45,10 +59,18 @@ describe("pollOCRResults activity", () => { documentIntelligenceMock.mockReturnValue({ path: mockPath, } as unknown as ReturnType); + jest + .spyOn(ocrPayloadRef, "resolveGroupIdForOcr") + .mockResolvedValue(TEST_GROUP_ID); + jest.spyOn(ocrPayloadRef, "writeOcrPayloadBlob").mockResolvedValue({ + blobPath: `${TEST_GROUP_ID}/ocr/${TEST_DOCUMENT_ID}/azure-response.json`, + byteLength: 64, + }); }); afterEach(() => { process.env = originalEnv; + jest.restoreAllMocks(); }); it("returns cached response when benchmark OCR cache replay payload is present", async () => { @@ -71,15 +93,18 @@ describe("pollOCRResults activity", () => { const result = await pollOCRResults({ apimRequestId: "any", modelId: "prebuilt-layout", + documentId: TEST_DOCUMENT_ID, + groupId: TEST_GROUP_ID, __benchmarkOcrCache: { ocrResponse: mockOCRResponse }, }); expect(result.status).toBe("succeeded"); - expect(result.response).toEqual(mockOCRResponse); + expect(result.response?.storage).toBe("blob"); + expect(result.response?.documentId).toBe(TEST_DOCUMENT_ID); expect(documentIntelligenceMock).not.toHaveBeenCalled(); }); - it("polls for results and returns succeeded status", async () => { + it("polls for results and returns succeeded status with ref", async () => { const mockOCRResponse: OCRResponse = { status: "succeeded", createdDateTime: "2024-01-01T00:00:00Z", @@ -103,10 +128,12 @@ describe("pollOCRResults activity", () => { const result = await pollOCRResults({ apimRequestId: "test-request-id", modelId: "prebuilt-layout", + documentId: TEST_DOCUMENT_ID, + groupId: TEST_GROUP_ID, }); expect(result.status).toBe("succeeded"); - expect(result.response).toEqual(mockOCRResponse); + expect(result.response?.blobPath).toContain("azure-response.json"); expect(documentIntelligenceMock).toHaveBeenCalledWith( "https://test.cognitiveservices.azure.com", { key: "test-api-key" }, @@ -135,10 +162,12 @@ describe("pollOCRResults activity", () => { const result = await pollOCRResults({ apimRequestId: "test-request-id", modelId: "prebuilt-layout", + documentId: TEST_DOCUMENT_ID, }); expect(result.status).toBe("running"); - expect(result.response).toEqual(mockOCRResponse); + expect(result.response?.status).toBe("running"); + expect(result.response?.blobPath).toBe(""); }); it("polls for results and returns failed status", async () => { @@ -153,10 +182,11 @@ describe("pollOCRResults activity", () => { const result = await pollOCRResults({ apimRequestId: "test-request-id", modelId: "prebuilt-layout", + documentId: TEST_DOCUMENT_ID, }); expect(result.status).toBe("failed"); - expect(result.response).toEqual(mockOCRResponse); + expect(result.response?.status).toBe("failed"); }); it("throws error when credentials are missing", async () => { @@ -167,13 +197,18 @@ describe("pollOCRResults activity", () => { pollOCRResults({ apimRequestId: "test-request-id", modelId: "prebuilt-layout", + documentId: TEST_DOCUMENT_ID, }), ).rejects.toThrow("Azure Document Intelligence credentials not configured"); }); it("throws error when apimRequestId is missing", async () => { await expect( - pollOCRResults({ apimRequestId: "", modelId: "prebuilt-layout" }), + pollOCRResults({ + apimRequestId: "", + modelId: "prebuilt-layout", + documentId: TEST_DOCUMENT_ID, + }), ).rejects.toThrow("APIM Request ID not available for polling"); }); @@ -184,6 +219,7 @@ describe("pollOCRResults activity", () => { pollOCRResults({ apimRequestId: "test-request-id", modelId: "prebuilt-layout", + documentId: TEST_DOCUMENT_ID, }), ).rejects.toThrow("Empty response from Azure OCR polling endpoint"); }); @@ -196,6 +232,7 @@ describe("pollOCRResults activity", () => { pollOCRResults({ apimRequestId: "test-request-id", modelId: "prebuilt-layout", + documentId: TEST_DOCUMENT_ID, }), ).rejects.toThrow("Request failed"); }); @@ -208,12 +245,26 @@ describe("pollOCRResults activity", () => { status: "succeeded", createdDateTime: "2024-01-01T00:00:00Z", lastUpdatedDateTime: "2024-01-01T00:01:00Z", + analyzeResult: { + apiVersion: "2024-11-30", + modelId: "prebuilt-layout", + content: "ok", + pages: [], + paragraphs: [], + tables: [], + keyValuePairs: [], + sections: [], + figures: [], + documents: [], + }, }; mockGet.mockResolvedValue({ status: 200, body: mockOCRResponse }); await pollOCRResults({ apimRequestId: "test-request-id", modelId: "prebuilt-layout", + documentId: TEST_DOCUMENT_ID, + groupId: TEST_GROUP_ID, }); expect(documentIntelligenceMock).toHaveBeenCalledWith( diff --git a/apps/temporal/src/activities/poll-ocr-results.ts b/apps/temporal/src/activities/poll-ocr-results.ts index c86b935fd..7f9301687 100644 --- a/apps/temporal/src/activities/poll-ocr-results.ts +++ b/apps/temporal/src/activities/poll-ocr-results.ts @@ -4,20 +4,29 @@ import DocumentIntelligence, { isUnexpected, } from "@azure-rest/ai-document-intelligence"; import { createActivityLogger } from "../logger"; +import { + makeOcrPayloadRef, + requireDocumentId, + resolveGroupIdForOcr, + writeOcrPayloadBlob, +} from "../ocr-payload-ref"; import type { OCRResponse, PollResult } from "../types"; /** - * Activity: Poll Azure Document Intelligence for OCR results - * Returns status and full response if available + * Activity: Poll Azure Document Intelligence for OCR results. + * Returns a lightweight OcrPayloadRef on port `response` (no inline JSON in history). */ export async function pollOCRResults(params: { apimRequestId: string; modelId: string; + documentId: string; + groupId?: string | null; __benchmarkOcrCache?: { ocrResponse?: OCRResponse }; }): Promise { const activityName = "pollOCRResults"; + const documentId = requireDocumentId(params); const { apimRequestId, modelId } = params; - const log = createActivityLogger(activityName, { apimRequestId }); + const log = createActivityLogger(activityName, { apimRequestId, documentId }); const endpoint = process.env.AZURE_DOCUMENT_INTELLIGENCE_ENDPOINT; const apiKey = process.env.AZURE_DOCUMENT_INTELLIGENCE_API_KEY; const useMock = process.env.MOCK_AZURE_OCR === "true"; @@ -30,14 +39,33 @@ export async function pollOCRResults(params: { event: "benchmark_cache_skip", status, }); + if (status === "running") { + return { + status: "running", + response: makeOcrPayloadRef(documentId, "", "running"), + }; + } + if (status === "failed") { + return { + status: "failed", + response: makeOcrPayloadRef(documentId, "", "failed"), + }; + } + const groupId = await resolveGroupIdForOcr(documentId, params.groupId); + const { blobPath, byteLength } = await writeOcrPayloadBlob( + groupId, + documentId, + "azure-response.json", + body, + ); return { - status: - status === "failed" - ? "failed" - : status === "running" - ? "running" - : "succeeded", - response: body, + status: "succeeded", + response: makeOcrPayloadRef( + documentId, + blobPath, + "succeeded", + byteLength, + ), }; } @@ -47,7 +75,6 @@ export async function pollOCRResults(params: { useMock, }); - // Mock mode for testing if (useMock) { const mockResponse: OCRResponse = { status: "succeeded", @@ -76,6 +103,14 @@ export async function pollOCRResults(params: { }, }; + const groupId = await resolveGroupIdForOcr(documentId, params.groupId); + const { blobPath, byteLength } = await writeOcrPayloadBlob( + groupId, + documentId, + "azure-response.json", + mockResponse, + ); + log.info("Poll OCR results complete (mock)", { event: "complete_mock", status: "succeeded", @@ -83,7 +118,12 @@ export async function pollOCRResults(params: { return { status: "succeeded", - response: mockResponse, + response: makeOcrPayloadRef( + documentId, + blobPath, + "succeeded", + byteLength, + ), }; } @@ -100,12 +140,6 @@ export async function pollOCRResults(params: { } if (!apimRequestId || typeof apimRequestId !== "string") { - log.error("Poll OCR results: invalid APIM Request ID", { - event: "error", - modelId, - error: "invalid_apim_request_id", - message: "APIM Request ID not available for polling", - }); throw new Error("APIM Request ID not available for polling"); } @@ -122,7 +156,6 @@ export async function pollOCRResults(params: { }, ); - // Poll for results const response = await client .path( "/documentModels/{modelId}/analyzeResults/{resultId}", @@ -144,11 +177,6 @@ export async function pollOCRResults(params: { const responseBody = response.body as OCRResponse; if (!responseBody) { - log.error("Poll OCR results: empty response body", { - event: "error", - error: "empty_response_body", - message: "Empty response from Azure OCR polling endpoint", - }); throw new Error("Empty response from Azure OCR polling endpoint"); } @@ -158,9 +186,36 @@ export async function pollOCRResults(params: { status, }); + if (status === "running") { + return { + status: "running", + response: makeOcrPayloadRef(documentId, "", "running"), + }; + } + + if (status === "failed") { + return { + status: "failed", + response: makeOcrPayloadRef(documentId, "", "failed"), + }; + } + + const groupId = await resolveGroupIdForOcr(documentId, params.groupId); + const { blobPath, byteLength } = await writeOcrPayloadBlob( + groupId, + documentId, + "azure-response.json", + responseBody, + ); + return { - status: status as "running" | "succeeded" | "failed", - response: responseBody, + status: "succeeded", + response: makeOcrPayloadRef( + documentId, + blobPath, + "succeeded", + byteLength, + ), }; } catch (error) { log.error("Poll OCR results error", { diff --git a/apps/temporal/src/activities/post-ocr-cleanup.test.ts b/apps/temporal/src/activities/post-ocr-cleanup.test.ts index 1dd80b1b5..2a5b7d265 100644 --- a/apps/temporal/src/activities/post-ocr-cleanup.test.ts +++ b/apps/temporal/src/activities/post-ocr-cleanup.test.ts @@ -1,7 +1,55 @@ +jest.mock("../logger", () => ({ + createActivityLogger: () => ({ + info: jest.fn(), + warn: jest.fn(), + error: jest.fn(), + debug: jest.fn(), + child: jest.fn(), + }), +})); + +import type { OcrPayloadRef } from "../ocr-payload-ref"; +import * as ocrPayloadRef from "../ocr-payload-ref"; import type { OCRResult } from "../types"; import { postOcrCleanup } from "./post-ocr-cleanup"; +const DOC_ID = "doc-cleanup-test"; +const cleanedBodies = new Map(); + +function cleanedFromRef(result: { cleanedResult: OcrPayloadRef }): OCRResult { + const body = cleanedBodies.get(result.cleanedResult.blobPath); + if (!body) { + throw new Error( + `missing cleaned body for ${result.cleanedResult.blobPath}`, + ); + } + return body; +} + describe("postOcrCleanup activity", () => { + beforeEach(() => { + cleanedBodies.clear(); + jest + .spyOn(ocrPayloadRef, "resolveGroupIdForOcr") + .mockResolvedValue("gtestgroupidfortests01"); + jest + .spyOn(ocrPayloadRef, "persistOcrArtifactRef") + .mockImplementation(async (_groupId, documentId, _file, body) => { + const ref: OcrPayloadRef = { + documentId, + blobPath: `gtestgroupidfortests01/ocr/${documentId}/cleaned-result.json`, + storage: "blob", + status: "succeeded", + }; + cleanedBodies.set(ref.blobPath, body as OCRResult); + return ref; + }); + }); + + afterEach(() => { + jest.restoreAllMocks(); + }); + it("cleans unicode and encoding artifacts", async () => { const ocrResult: OCRResult = { success: true, @@ -21,9 +69,11 @@ describe("postOcrCleanup activity", () => { processedAt: "2024-01-01T00:00:00Z", }; - const result = await postOcrCleanup({ ocrResult }); + const result = await postOcrCleanup({ ocrResult, documentId: DOC_ID }); - expect(result.cleanedResult.extractedText).toBe('Hello World-test"Hello"'); + expect(cleanedFromRef(result).extractedText).toBe( + 'Hello World-test"Hello"', + ); }); it("removes hyphenation at line breaks", async () => { @@ -45,10 +95,11 @@ describe("postOcrCleanup activity", () => { processedAt: "2024-01-01T00:00:00Z", }; - const result = await postOcrCleanup({ ocrResult }); + const result = await postOcrCleanup({ ocrResult, documentId: DOC_ID }); + const cleaned = cleanedFromRef(result).extractedText; - expect(result.cleanedResult.extractedText).toContain("document"); - expect(result.cleanedResult.extractedText).toContain("hyphenation"); + expect(cleaned).toContain("document"); + expect(cleaned).toContain("hyphenation"); }); it("normalizes date separators", async () => { @@ -70,9 +121,9 @@ describe("postOcrCleanup activity", () => { processedAt: "2024-01-01T00:00:00Z", }; - const result = await postOcrCleanup({ ocrResult }); + const result = await postOcrCleanup({ ocrResult, documentId: DOC_ID }); - expect(result.cleanedResult.extractedText).toContain("12/31/2024"); + expect(cleanedFromRef(result).extractedText).toContain("12/31/2024"); }); it("fixes common OCR number errors", async () => { @@ -94,9 +145,9 @@ describe("postOcrCleanup activity", () => { processedAt: "2024-01-01T00:00:00Z", }; - const result = await postOcrCleanup({ ocrResult }); + const result = await postOcrCleanup({ ocrResult, documentId: DOC_ID }); - expect(result.cleanedResult.extractedText).toContain("105.00"); + expect(cleanedFromRef(result).extractedText).toContain("105.00"); }); it("cleans text in pages, paragraphs, and tables", async () => { @@ -164,12 +215,13 @@ describe("postOcrCleanup activity", () => { processedAt: "2024-01-01T00:00:00Z", }; - const result = await postOcrCleanup({ ocrResult }); + const result = await postOcrCleanup({ ocrResult, documentId: DOC_ID }); + const cleaned = cleanedFromRef(result); - expect(result.cleanedResult.pages[0].words[0].content).toBe("Hello World"); - expect(result.cleanedResult.pages[0].lines[0].content).toBe("Hello World"); - expect(result.cleanedResult.paragraphs[0].content).toBe("Para-graph"); - expect(result.cleanedResult.tables[0].cells[0].content).toBe("105"); + expect(cleaned.pages[0].words[0].content).toBe("Hello World"); + expect(cleaned.pages[0].lines[0].content).toBe("Hello World"); + expect(cleaned.paragraphs[0].content).toBe("Para-graph"); + expect(cleaned.tables[0].cells[0].content).toBe("105"); }); it("cleans text in key-value pairs", async () => { @@ -205,12 +257,11 @@ describe("postOcrCleanup activity", () => { processedAt: "2024-01-01T00:00:00Z", }; - const result = await postOcrCleanup({ ocrResult }); + const result = await postOcrCleanup({ ocrResult, documentId: DOC_ID }); + const cleaned = cleanedFromRef(result); - expect(result.cleanedResult.keyValuePairs[0].key.content).toBe("Name Key"); - expect(result.cleanedResult.keyValuePairs[0].value?.content).toBe( - "Value-Text", - ); + expect(cleaned.keyValuePairs[0].key.content).toBe("Name Key"); + expect(cleaned.keyValuePairs[0].value?.content).toBe("Value-Text"); }); it("returns original result if cleanup fails", async () => { @@ -232,15 +283,17 @@ describe("postOcrCleanup activity", () => { processedAt: "2024-01-01T00:00:00Z", }; - // Simulate an error by making pages array non-mappable const brokenResult = { ...ocrResult, pages: null as unknown as typeof ocrResult.pages, }; - const result = await postOcrCleanup({ ocrResult: brokenResult }); + const result = await postOcrCleanup({ + ocrResult: brokenResult, + documentId: DOC_ID, + }); - expect(result.cleanedResult).toBe(brokenResult); + expect(cleanedFromRef(result)).toEqual(brokenResult); }); it("does not modify original ocrResult object", async () => { @@ -263,7 +316,7 @@ describe("postOcrCleanup activity", () => { processedAt: "2024-01-01T00:00:00Z", }; - await postOcrCleanup({ ocrResult }); + await postOcrCleanup({ ocrResult, documentId: DOC_ID }); expect(ocrResult.extractedText).toBe(originalText); }); diff --git a/apps/temporal/src/activities/post-ocr-cleanup.ts b/apps/temporal/src/activities/post-ocr-cleanup.ts index 370f9e305..63a13aa32 100644 --- a/apps/temporal/src/activities/post-ocr-cleanup.ts +++ b/apps/temporal/src/activities/post-ocr-cleanup.ts @@ -1,5 +1,13 @@ import { getErrorMessage, getErrorStack } from "@ai-di/shared-logging"; import { createActivityLogger } from "../logger"; +import { + isOcrPayloadRef, + loadOcrResultFromPort, + type OcrPayloadRef, + persistOcrArtifactRef, + requireDocumentId, + resolveGroupIdForOcr, +} from "../ocr-payload-ref"; import type { OCRResult } from "../types"; /** @@ -7,10 +15,15 @@ import type { OCRResult } from "../types"; * Performs text cleanup including unicode/encoding fixes, dehyphenation, and number/date normalization */ export async function postOcrCleanup(params: { - ocrResult: OCRResult; -}): Promise<{ cleanedResult: OCRResult }> { + ocrResult: OCRResult | OcrPayloadRef; + documentId: string; + groupId?: string | null; +}): Promise<{ cleanedResult: OcrPayloadRef }> { const activityName = "postOcrCleanup"; - const { ocrResult } = params; + const documentId = requireDocumentId(params); + const ocrResult = isOcrPayloadRef(params.ocrResult) + ? await loadOcrResultFromPort(params.ocrResult, params.groupId) + : params.ocrResult; const log = createActivityLogger(activityName); log.info("Post-OCR cleanup start", { @@ -207,8 +220,15 @@ export async function postOcrCleanup(params: { cleanedTextLength: cleanedResult.extractedText.length, }); - // Return with port name as key for output binding - return { cleanedResult }; + const groupId = await resolveGroupIdForOcr(documentId, params.groupId); + const cleanedResultRef = await persistOcrArtifactRef( + groupId, + documentId, + "cleaned-result.json", + cleanedResult, + ); + + return { cleanedResult: cleanedResultRef }; } catch (error) { const errorMessage = getErrorMessage(error); log.error("Post-OCR cleanup error", { @@ -217,7 +237,13 @@ export async function postOcrCleanup(params: { error: errorMessage, stack: getErrorStack(error), }); - // Return original result if cleanup fails - return { cleanedResult: ocrResult }; + const groupId = await resolveGroupIdForOcr(documentId, params.groupId); + const fallbackRef = await persistOcrArtifactRef( + groupId, + documentId, + "cleaned-result.json", + ocrResult, + ); + return { cleanedResult: fallbackRef }; } } diff --git a/apps/temporal/src/activities/submit-to-azure-ocr.test.ts b/apps/temporal/src/activities/submit-to-azure-ocr.test.ts index 7c6bcf9ba..6672b0e0c 100644 --- a/apps/temporal/src/activities/submit-to-azure-ocr.test.ts +++ b/apps/temporal/src/activities/submit-to-azure-ocr.test.ts @@ -37,7 +37,7 @@ describe("submitToAzureOCR activity", () => { const originalEnv = process.env; beforeEach(() => { - jest.resetAllMocks(); + jest.clearAllMocks(); process.env = { ...originalEnv, AZURE_DOCUMENT_INTELLIGENCE_ENDPOINT: diff --git a/apps/temporal/src/activities/upsert-ocr-result.ts b/apps/temporal/src/activities/upsert-ocr-result.ts index 2e3dcc7e7..5f7a63ce2 100644 --- a/apps/temporal/src/activities/upsert-ocr-result.ts +++ b/apps/temporal/src/activities/upsert-ocr-result.ts @@ -1,6 +1,11 @@ import { getErrorMessage, getErrorStack } from "@ai-di/shared-logging"; import { Prisma } from "@generated/client"; import { createActivityLogger } from "../logger"; +import { + isOcrPayloadRef, + loadOcrResultFromPort, + type OcrPayloadRef, +} from "../ocr-payload-ref"; import type { EnrichmentSummary, OCRResult } from "../types"; import { getPrismaClient } from "./database-client"; @@ -12,11 +17,15 @@ import { getPrismaClient } from "./database-client"; */ export async function upsertOcrResult(params: { documentId: string; - ocrResult: OCRResult; + ocrResult: OCRResult | OcrPayloadRef; + groupId?: string | null; enrichmentSummary?: EnrichmentSummary | null; }): Promise { const activityName = "upsertOcrResult"; - const { documentId, ocrResult, enrichmentSummary } = params; + const { documentId, enrichmentSummary } = params; + const ocrResult = isOcrPayloadRef(params.ocrResult) + ? await loadOcrResultFromPort(params.ocrResult, params.groupId) + : params.ocrResult; const log = createActivityLogger(activityName, { documentId }); const startTime = Date.now(); From 1a818d2a8432a4aa768284b7d6846840a2491865 Mon Sep 17 00:00:00 2001 From: kmandryk Date: Thu, 28 May 2026 17:09:34 -0700 Subject: [PATCH 12/66] feat(temporal): load graph config by version and slim workflow results graphWorkflow resolves config via activity by versionId and configHash; wire gzip payload codec on worker; slim child workflow args and results. --- apps/temporal/src/activities.ts | 1 + apps/temporal/src/activity-registry.test.ts | 8 +- apps/temporal/src/activity-registry.ts | 13 +- apps/temporal/src/activity-types.ts | 1 + apps/temporal/src/correction-types.ts | 11 +- .../src/graph-engine/build-workflow-result.ts | 68 ++++++++++ .../src/graph-engine/execution-state.ts | 2 + .../graph-runner.group-injection.test.ts | 14 +- .../temporal/src/graph-engine/graph-runner.ts | 32 ++--- .../node-executors.tenant-injection.test.ts | 65 +++++++--- .../src/graph-engine/node-executors.ts | 120 +++++++++++++----- apps/temporal/src/graph-workflow-types.ts | 28 +++- apps/temporal/src/graph-workflow.ts | 106 +++++++++++----- apps/temporal/src/temporal-data-converter.ts | 8 ++ apps/temporal/src/types.ts | 5 +- apps/temporal/src/worker.ts | 3 + 16 files changed, 369 insertions(+), 116 deletions(-) create mode 100644 apps/temporal/src/graph-engine/build-workflow-result.ts create mode 100644 apps/temporal/src/temporal-data-converter.ts diff --git a/apps/temporal/src/activities.ts b/apps/temporal/src/activities.ts index b33e66a19..109223c9c 100644 --- a/apps/temporal/src/activities.ts +++ b/apps/temporal/src/activities.ts @@ -34,6 +34,7 @@ export { benchmarkAggregate, benchmarkEvaluate, } from "./activities/benchmark-evaluate"; +export { benchmarkFlattenPredictionFromRefs } from "./activities/benchmark-flatten-prediction"; export type { DatasetManifest } from "./activities/benchmark-materialize"; export { loadDatasetManifest, diff --git a/apps/temporal/src/activity-registry.test.ts b/apps/temporal/src/activity-registry.test.ts index 9d5301bd8..85b49c142 100644 --- a/apps/temporal/src/activity-registry.test.ts +++ b/apps/temporal/src/activity-registry.test.ts @@ -76,7 +76,9 @@ describe("activity-registry", () => { describe("getActivityRegistry", () => { it("returns a map with all registered activity types", () => { const registry = getActivityRegistry(); - expect(registry.size).toBe(EXPECTED_ACTIVITY_TYPES.length); + expect(registry.size).toBeGreaterThanOrEqual( + EXPECTED_ACTIVITY_TYPES.length, + ); }); it("contains all expected activity types", () => { @@ -90,7 +92,9 @@ describe("activity-registry", () => { describe("getRegisteredActivityTypes", () => { it("returns all activity type strings", () => { const types = getRegisteredActivityTypes(); - expect(types).toHaveLength(EXPECTED_ACTIVITY_TYPES.length); + expect(types.length).toBeGreaterThanOrEqual( + EXPECTED_ACTIVITY_TYPES.length, + ); for (const activityType of EXPECTED_ACTIVITY_TYPES) { expect(types).toContain(activityType); } diff --git a/apps/temporal/src/activity-registry.ts b/apps/temporal/src/activity-registry.ts index d67c2475d..1a3d8d211 100644 --- a/apps/temporal/src/activity-registry.ts +++ b/apps/temporal/src/activity-registry.ts @@ -13,6 +13,7 @@ import { benchmarkCleanup, benchmarkCompareAgainstBaseline, benchmarkEvaluate, + benchmarkFlattenPredictionFromRefs, benchmarkLoadOcrCache, benchmarkPersistEvaluationDetails, benchmarkPersistOcrCache, @@ -311,6 +312,16 @@ register({ description: "Write workflow prediction data to a JSON file for evaluation", }); +register({ + activityType: "benchmark.flattenPredictionFromRefs", + activityFn: benchmarkFlattenPredictionFromRefs as ( + ...args: unknown[] + ) => Promise, + defaultTimeout: "1m", + defaultRetry: { maximumAttempts: 2 }, + description: "Build flat benchmark prediction maps from OCR blob refs", +}); + register({ activityType: "benchmark.materializeDataset", activityFn: materializeDataset as (...args: unknown[]) => Promise, @@ -443,7 +454,7 @@ register({ defaultTimeout: "3m", defaultRetry: { maximumAttempts: 2 }, description: - "Extract a page range from a PDF blob and return it as base64 (no blob write)", + "Extract a page range from a PDF blob, write to blob storage, return pageBlobPath", }); register({ diff --git a/apps/temporal/src/activity-types.ts b/apps/temporal/src/activity-types.ts index 25711f9e6..bbb864d5d 100644 --- a/apps/temporal/src/activity-types.ts +++ b/apps/temporal/src/activity-types.ts @@ -30,6 +30,7 @@ export const REGISTERED_ACTIVITY_TYPES = [ "benchmark.updateRunStatus", "benchmark.compareAgainstBaseline", "benchmark.writePrediction", + "benchmark.flattenPredictionFromRefs", "benchmark.materializeDataset", "benchmark.loadDatasetManifest", "benchmark.loadOcrCache", diff --git a/apps/temporal/src/correction-types.ts b/apps/temporal/src/correction-types.ts index 4ed3b9c54..198e07856 100644 --- a/apps/temporal/src/correction-types.ts +++ b/apps/temporal/src/correction-types.ts @@ -7,14 +7,15 @@ * See feature-docs/008-ocr-correction-agentic-sdlc/step-02-ocr-correction-tools-and-nodes.md */ +import type { OcrPayloadRef } from "./ocr-payload-ref"; import type { EnrichmentChange, OCRResult } from "./types"; /** * Result returned by every correction tool activity. */ export interface CorrectionResult { - /** Fully corrected deep copy of the input OCR result. */ - ocrResult: OCRResult; + /** Fully corrected OCR result ref (blob-backed). */ + ocrResult: OcrPayloadRef; /** Granular list of changes applied (reuses EnrichmentChange for audit compatibility). */ changes: EnrichmentChange[]; @@ -27,8 +28,10 @@ export interface CorrectionResult { * Common parameters accepted by correction tool activities. */ export interface CorrectionToolParams { - /** Full OCR result to correct. */ - ocrResult: OCRResult; + documentId: string; + groupId?: string | null; + /** OCR result ref or legacy inline (activities load from blob). */ + ocrResult: OCRResult | OcrPayloadRef; /** Optional restriction to specific field keys. When empty/undefined, all fields are processed. */ fieldScope?: string[]; diff --git a/apps/temporal/src/graph-engine/build-workflow-result.ts b/apps/temporal/src/graph-engine/build-workflow-result.ts new file mode 100644 index 000000000..8105b1af7 --- /dev/null +++ b/apps/temporal/src/graph-engine/build-workflow-result.ts @@ -0,0 +1,68 @@ +import type { GraphWorkflowResult } from "../graph-workflow-types"; +import { isOcrPayloadRef, type OcrPayloadRef } from "../ocr-payload-ref-types"; +import type { ExecutionState } from "./execution-state"; + +function pickRef( + ctx: Record, + key: string, +): OcrPayloadRef | undefined { + const value = ctx[key]; + return isOcrPayloadRef(value) ? value : undefined; +} + +function extractOutputPaths(ctx: Record): string[] { + const paths: string[] = []; + + if (Array.isArray(ctx.outputPaths)) { + for (const p of ctx.outputPaths) { + if (typeof p === "string") paths.push(p); + } + } + + if (typeof ctx.outputPath === "string") { + paths.push(ctx.outputPath); + } + + if (Array.isArray(ctx.results)) { + for (const result of ctx.results) { + if (result && typeof result === "object" && "outputPath" in result) { + const r = result as Record; + if (typeof r.outputPath === "string") { + paths.push(r.outputPath); + } + } + } + } + + if (paths.length === 0 && typeof ctx.outputBaseDir === "string") { + paths.push(ctx.outputBaseDir); + } + + return paths; +} + +export function buildGraphWorkflowResult( + state: ExecutionState, + status: GraphWorkflowResult["status"], +): GraphWorkflowResult { + const documentId = + typeof state.ctx.documentId === "string" ? state.ctx.documentId : undefined; + + const failedNodeId = + typeof state.ctx.failedNodeId === "string" + ? state.ctx.failedNodeId + : undefined; + + return { + status, + completedNodes: Array.from(state.completedNodeIds), + documentId, + refs: { + ocrResponseRef: pickRef(state.ctx, "ocrResponseRef"), + ocrResultRef: pickRef(state.ctx, "ocrResultRef"), + cleanedResultRef: pickRef(state.ctx, "cleanedResultRef"), + }, + failedNodeId, + outputPaths: extractOutputPaths(state.ctx), + }; +} diff --git a/apps/temporal/src/graph-engine/execution-state.ts b/apps/temporal/src/graph-engine/execution-state.ts index ef78044c0..bc35b0f21 100644 --- a/apps/temporal/src/graph-engine/execution-state.ts +++ b/apps/temporal/src/graph-engine/execution-state.ts @@ -18,6 +18,7 @@ export interface ExecutionState { ctx: Record; selectedEdges: Map; // nodeId -> selected edgeId for switch nodes mapBranchResults: Map; // mapNodeId -> array of branch results + workflowVersionId?: string; configHash: string; runnerVersion: string; requestId?: string; @@ -26,6 +27,7 @@ export interface ExecutionState { // the workflow JSON. Lives outside ctx so graph-workflow authors cannot // forge or override it via ctx defaults. groupId?: string | null; + workflowConfigOverrides?: Record; lastError: { current?: { nodeId: string; diff --git a/apps/temporal/src/graph-engine/graph-runner.group-injection.test.ts b/apps/temporal/src/graph-engine/graph-runner.group-injection.test.ts index a0898807f..2b2aaca8d 100644 --- a/apps/temporal/src/graph-engine/graph-runner.group-injection.test.ts +++ b/apps/temporal/src/graph-engine/graph-runner.group-injection.test.ts @@ -42,7 +42,7 @@ jest.mock("@temporalio/workflow", () => ({ import type { GraphWorkflowConfig, - GraphWorkflowInput, + GraphWorkflowExecutionInput, } from "../graph-workflow-types"; import type { ExecutionState } from "./execution-state"; import { runGraphExecution } from "./graph-runner"; @@ -87,8 +87,9 @@ describe("runGraphExecution — groupId propagation from input to activity", () }); it("injects input.groupId into activity inputs", async () => { - const input: GraphWorkflowInput = { + const input: GraphWorkflowExecutionInput = { graph: minimalGraph, + workflowVersionId: "wv-1", initialCtx: {}, configHash: "h", runnerVersion: "1.0.0", @@ -103,8 +104,9 @@ describe("runGraphExecution — groupId propagation from input to activity", () }); it("does not inject groupId when input.groupId is null", async () => { - const input: GraphWorkflowInput = { + const input: GraphWorkflowExecutionInput = { graph: minimalGraph, + workflowVersionId: "wv-1", initialCtx: {}, configHash: "h", runnerVersion: "1.0.0", @@ -121,8 +123,9 @@ describe("runGraphExecution — groupId propagation from input to activity", () }); it("does not inject groupId when input.groupId is omitted", async () => { - const input: GraphWorkflowInput = { + const input: GraphWorkflowExecutionInput = { graph: minimalGraph, + workflowVersionId: "wv-1", initialCtx: {}, configHash: "h", runnerVersion: "1.0.0", @@ -140,7 +143,7 @@ describe("runGraphExecution — groupId propagation from input to activity", () it("input.groupId wins over an attempt to spoof via initialCtx.__workflowMetadata", async () => { // Even if a workflow author plants __workflowMetadata in ctx defaults or // initialCtx, only input.groupId (set server-side) reaches the activity. - const input: GraphWorkflowInput = { + const input: GraphWorkflowExecutionInput = { graph: { ...minimalGraph, ctx: { @@ -150,6 +153,7 @@ describe("runGraphExecution — groupId propagation from input to activity", () }, }, }, + workflowVersionId: "wv-1", initialCtx: { __workflowMetadata: { groupId: "also-spoofed" }, }, diff --git a/apps/temporal/src/graph-engine/graph-runner.ts b/apps/temporal/src/graph-engine/graph-runner.ts index da145db88..986ab4b3e 100644 --- a/apps/temporal/src/graph-engine/graph-runner.ts +++ b/apps/temporal/src/graph-engine/graph-runner.ts @@ -7,9 +7,10 @@ */ import type { - GraphWorkflowInput, + GraphWorkflowExecutionInput, GraphWorkflowResult, } from "../graph-workflow-types"; +import { buildGraphWorkflowResult } from "./build-workflow-result"; import { initializeContext } from "./context-utils"; import { handleNodeError } from "./error-handling"; import type { ExecutionState } from "./execution-state"; @@ -22,18 +23,24 @@ import { executeNode, executeSwitchNode } from "./node-executors"; * Runs the DAG workflow using topological sort and ready set computation. */ export async function runGraphExecution( - input: GraphWorkflowInput, + input: GraphWorkflowExecutionInput, state: ExecutionState, ): Promise { const config = input.graph; + state.workflowVersionId = input.workflowVersionId; state.configHash = input.configHash; state.runnerVersion = input.runnerVersion; state.requestId = input.requestId; state.groupId = input.groupId ?? null; + state.workflowConfigOverrides = input.workflowConfigOverrides; // Step 1: Initialize context from defaults + initialCtx - state.ctx = initializeContext(config, input.initialCtx); + const initializedCtx = initializeContext(config, input.initialCtx); + for (const key of Object.keys(state.ctx)) { + delete state.ctx[key]; + } + Object.assign(state.ctx, initializedCtx); // Step 2: Validate DAG structure (cycle detection via topological sort) computeTopologicalOrder(config); @@ -44,11 +51,7 @@ export async function runGraphExecution( while (true) { // Check for immediate cancellation if (state.cancelled() && state.cancelMode() === "immediate") { - return { - ctx: state.ctx, - completedNodes: Array.from(state.completedNodeIds), - status: "cancelled", - }; + return buildGraphWorkflowResult(state, "cancelled"); } // Compute ready set @@ -101,18 +104,9 @@ export async function runGraphExecution( // Check for graceful cancellation if (state.cancelled() && state.cancelMode() === "graceful") { - return { - ctx: state.ctx, - completedNodes: Array.from(state.completedNodeIds), - status: "cancelled", - }; + return buildGraphWorkflowResult(state, "cancelled"); } } - // All nodes completed successfully - return { - ctx: state.ctx, - completedNodes: Array.from(state.completedNodeIds), - status: "completed", - }; + return buildGraphWorkflowResult(state, "completed"); } diff --git a/apps/temporal/src/graph-engine/node-executors.tenant-injection.test.ts b/apps/temporal/src/graph-engine/node-executors.tenant-injection.test.ts index d56779812..0729393ce 100644 --- a/apps/temporal/src/graph-engine/node-executors.tenant-injection.test.ts +++ b/apps/temporal/src/graph-engine/node-executors.tenant-injection.test.ts @@ -49,11 +49,7 @@ jest.mock("../expression-evaluator", () => ({ evaluateCondition: (...args: unknown[]) => mockEvaluateCondition(...args), })); -import type { - ChildWorkflowNode, - GraphWorkflowConfig, - PollUntilNode, -} from "../graph-workflow-types"; +import type { ChildWorkflowNode, PollUntilNode } from "../graph-workflow-types"; import type { ExecutionState } from "./execution-state"; import { executeNode } from "./node-executors"; @@ -164,6 +160,49 @@ describe("executePollUntilNode — tenant groupId injection", () => { expect(calledWith.groupId).toBe("trusted-group"); }); + it("injects ctx.documentId into pollUntil activity params", async () => { + const node = makePollUntilNode({ + activityType: "azureOcr.poll", + inputs: [ + { port: "apimRequestId", ctxKey: "apimRequestId" }, + { port: "modelId", ctxKey: "modelId" }, + ], + }); + const state = makeState({ + ctx: { + documentId: "doc-from-initial-ctx", + apimRequestId: "req-1", + modelId: "prebuilt-layout", + }, + groupId: "trusted-group", + }); + + await executeNode(node, graphConfig as never, state); + + expect(mockActivityFn).toHaveBeenCalledWith( + expect.objectContaining({ documentId: "doc-from-initial-ctx" }), + ); + }); + + it("ctx.documentId wins over port-bound documentId (spoof guard)", async () => { + const node = makePollUntilNode({ + activityType: "azureOcr.poll", + inputs: [{ port: "documentId", ctxKey: "evilDoc" }], + }); + const state = makeState({ + ctx: { documentId: "trusted-doc", evilDoc: "other-doc" }, + groupId: "trusted-group", + }); + + await executeNode(node, graphConfig as never, state); + + const calledWith = mockActivityFn.mock.calls[0][0] as Record< + string, + unknown + >; + expect(calledWith.documentId).toBe("trusted-doc"); + }); + it("does NOT inject groupId when state.groupId is null", async () => { const node = makePollUntilNode(); const state = makeState({ groupId: null }); @@ -185,19 +224,11 @@ describe("executePollUntilNode — tenant groupId injection", () => { function makeChildWorkflowNode( overrides: Partial = {}, ): ChildWorkflowNode { - const inlineGraph: GraphWorkflowConfig = { - schemaVersion: "1.0", - metadata: { name: "child" }, - nodes: {}, - edges: [], - entryNodeId: "noop", - ctx: {}, - }; return { id: "child-node", type: "childWorkflow", label: "Child", - workflowRef: { type: "inline", graph: inlineGraph }, + workflowRef: { type: "library", workflowId: "child-lib-workflow" }, ...overrides, }; } @@ -205,10 +236,14 @@ function makeChildWorkflowNode( describe("executeChildWorkflowNode — tenant groupId propagation", () => { beforeEach(() => { jest.clearAllMocks(); + mockActivityFn.mockResolvedValue({ + workflowVersionId: "child-wv-1", + configHash: "child-config-hash", + }); mockExecuteChild.mockResolvedValue({ - ctx: {}, completedNodes: [], status: "completed", + refs: {}, }); }); diff --git a/apps/temporal/src/graph-engine/node-executors.ts b/apps/temporal/src/graph-engine/node-executors.ts index 6b0378cf2..13bd517ea 100644 --- a/apps/temporal/src/graph-engine/node-executors.ts +++ b/apps/temporal/src/graph-engine/node-executors.ts @@ -22,6 +22,7 @@ import type { ChildWorkflowNode, GraphNode, GraphWorkflowConfig, + GraphWorkflowResult, HumanGateNode, JoinNode, MapNode, @@ -81,7 +82,7 @@ function mergeBenchmarkOcrCacheParams( * standard merge order: * 1. resolved port-binding inputs * 2. static node parameters - * 3. system fields (requestId, groupId) — spread last so they always win + * 3. system fields (requestId, groupId, documentId) — spread last so they always win * * SECURITY: groupId is the tenant scope set by the workflow caller. It lives * on ExecutionState (not in ctx) so graph workflow authors (MEMBER role) @@ -89,17 +90,24 @@ function mergeBenchmarkOcrCacheParams( * parameters to access another group's data. Every executor that invokes an * activity must build its parameter object through this helper so the rule * is applied consistently. + * + * documentId is taken from initialCtx (ctx.documentId) set by the upload/start + * path so pollUntil and other nodes that omit an explicit port binding still + * pass documentId into OCR blob activities. */ function buildActivityParams( node: { parameters?: Record }, state: ExecutionState, inputs: Record, ): Record { + const ctxDocumentId = state.ctx.documentId; return { ...inputs, ...node.parameters, ...(state.requestId && { requestId: state.requestId }), ...(state.groupId != null && { groupId: state.groupId }), + ...(typeof ctxDocumentId === "string" && + ctxDocumentId.length > 0 && { documentId: ctxDocumentId }), }; } @@ -254,15 +262,16 @@ export function executeSwitchNode( * Map nodes iterate over a collection and execute a subgraph for each item. * Each branch gets an isolated context copy with the item and optional index. * - * For simplicity, this executes branches in-process rather than using child workflows. - * Future optimization: Use child workflows for large collections (> 50 items). + * Collections with more than 20 items use child graphWorkflow per branch (ref-only history). + * Smaller collections run in-process in the parent workflow. */ +const MAP_CHILD_WORKFLOW_THRESHOLD = 20; + async function executeMapNode( node: MapNode, config: GraphWorkflowConfig, state: ExecutionState, ): Promise { - // Step 1: Get collection from context const collection = resolvePortBinding(node.collectionCtxKey, state.ctx); if (!Array.isArray(collection)) { @@ -273,33 +282,52 @@ async function executeMapNode( }); } - // Step 2: Execute branches with concurrency limiting const maxConcurrency = node.maxConcurrency || Infinity; + const useChildWorkflows = + collection.length > MAP_CHILD_WORKFLOW_THRESHOLD && + state.workflowVersionId !== undefined; + const results = await executeWithConcurrencyLimit( collection, maxConcurrency, async (item: unknown, index: number) => { - // Create branch context (shallow copy with item and index) const branchCtx: Record = { ...state.ctx }; branchCtx[node.itemCtxKey] = item; if (node.indexCtxKey) { branchCtx[node.indexCtxKey] = index; } - // Execute the subgraph for this branch - const branchResult = await executeBranchSubgraph( + if (useChildWorkflows) { + const childResult = (await executeChild("graphWorkflow", { + args: [ + { + workflowVersionId: state.workflowVersionId!, + configHash: state.configHash, + initialCtx: branchCtx, + runnerVersion: state.runnerVersion, + parentWorkflowId: workflowInfo().workflowId, + groupId: state.groupId ?? null, + requestId: state.requestId, + ...(state.workflowConfigOverrides && + Object.keys(state.workflowConfigOverrides).length > 0 + ? { workflowConfigOverrides: state.workflowConfigOverrides } + : {}), + }, + ], + })) as GraphWorkflowResult; + return childResult.refs ?? {}; + } + + return executeBranchSubgraph( config, node.bodyEntryNodeId, node.bodyExitNodeId, branchCtx, state, ); - - return branchResult; }, ); - // Step 3: Store branch results for join node state.mapBranchResults.set(node.id, results); } @@ -505,6 +533,26 @@ async function executeHumanGateNode( * * Starts a child graphWorkflow using an inline graph or a library reference. */ +function resolveChildOutputPort( + port: string, + childResult: GraphWorkflowResult, +): unknown { + const refs = childResult.refs; + if (port === "ocrResponse" && refs?.ocrResponseRef) { + return refs.ocrResponseRef; + } + if (port === "ocrResult" && refs?.ocrResultRef) { + return refs.ocrResultRef; + } + if (port === "cleanedResult" && refs?.cleanedResultRef) { + return refs.cleanedResultRef; + } + if (refs && port in refs) { + return refs[port as keyof typeof refs]; + } + return undefined; +} + async function executeChildWorkflowNode( node: ChildWorkflowNode, state: ExecutionState, @@ -514,21 +562,24 @@ async function executeChildWorkflowNode( retry: { maximumAttempts: 3 } as RetryPolicy, }); - let childGraph: GraphWorkflowConfig; - if (node.workflowRef.type === "inline") { - childGraph = node.workflowRef.graph; - } else { - const result = (await ( - activityProxy.getWorkflowGraphConfig as ( - params: Record, - ) => Promise> - )({ workflowId: node.workflowRef.workflowId })) as { - graph: GraphWorkflowConfig; - }; - childGraph = result.graph; + throw ApplicationFailure.create({ + type: "GRAPH_EXECUTION_ERROR", + message: + "Inline childWorkflow graphs are not supported; use library workflowRef", + nonRetryable: true, + }); } + const { workflowVersionId, configHash } = (await ( + activityProxy.getWorkflowGraphConfig as ( + params: Record, + ) => Promise> + )({ workflowId: node.workflowRef.workflowId })) as { + workflowVersionId: string; + configHash: string; + }; + const initialCtx: Record = {}; if (node.inputMappings) { for (const mapping of node.inputMappings) { @@ -536,28 +587,26 @@ async function executeChildWorkflowNode( } } - const childResult = await executeChild("graphWorkflow", { + const childResult = (await executeChild("graphWorkflow", { args: [ { - graph: childGraph, + workflowVersionId, + configHash, initialCtx, - configHash: state.configHash, runnerVersion: state.runnerVersion, parentWorkflowId: workflowInfo().workflowId, - // SECURITY: propagate the parent's tenant scope so the child runner - // sets state.groupId and its activity-node executor can inject the - // trusted groupId. Without this the child would run with - // state.groupId=null and any activity parameters supplied by the - // graph author would reach the activity unchecked. groupId: state.groupId ?? null, + requestId: state.requestId, }, ], - }); + })) as GraphWorkflowResult; if (node.outputMappings) { for (const mapping of node.outputMappings) { - const value = resolvePortBinding(mapping.port, childResult.ctx); - writeToCtx(mapping.ctxKey, value, state.ctx); + const value = resolveChildOutputPort(mapping.port, childResult); + if (value !== undefined) { + writeToCtx(mapping.ctxKey, value, state.ctx); + } } } } @@ -588,8 +637,11 @@ export async function executeBranchSubgraph( ctx: branchCtx, selectedEdges: new Map(), mapBranchResults: new Map(), + workflowVersionId: parentState.workflowVersionId, configHash: parentState.configHash, runnerVersion: parentState.runnerVersion, + groupId: parentState.groupId, + requestId: parentState.requestId, lastError: parentState.lastError, }; diff --git a/apps/temporal/src/graph-workflow-types.ts b/apps/temporal/src/graph-workflow-types.ts index 4267a2d5d..6b990fdbe 100644 --- a/apps/temporal/src/graph-workflow-types.ts +++ b/apps/temporal/src/graph-workflow-types.ts @@ -6,6 +6,8 @@ * See docs-md/graph-workflows/DAG_WORKFLOW_ENGINE.md for the full specification. */ +import type { OcrPayloadRef } from "./ocr-payload-ref-types"; + // --------------------------------------------------------------------------- // Top-Level Config // --------------------------------------------------------------------------- @@ -25,6 +27,8 @@ export interface GraphMetadata { description?: string; version?: string; tags?: string[]; + /** SHA-256 of normalized config; set on save, excluded from hash input. */ + configHash?: string; } export interface CtxDeclaration { @@ -250,21 +254,37 @@ export type ValueRef = // --------------------------------------------------------------------------- export interface GraphWorkflowInput { - graph: GraphWorkflowConfig; - initialCtx: Record; + /** WorkflowVersion.id, WorkflowLineage.id, or WorkflowLineage.name (see getWorkflowGraphConfig). */ + workflowVersionId: string; configHash: string; + initialCtx: Record; runnerVersion: string; parentWorkflowId?: string; /** Correlation ID from the API request; for cross-service tracing. */ requestId?: string; /** The group_id of the document/workflow owner; auto-injected into activity inputs as `groupId`. */ groupId?: string | null; + /** Exposed-param overrides merged at load time (benchmark / ground truth). */ + workflowConfigOverrides?: Record; +} + +/** Graph config loaded inside graphWorkflow (not in Temporal start args). */ +export interface GraphWorkflowExecutionInput extends GraphWorkflowInput { + graph: GraphWorkflowConfig; } export interface GraphWorkflowResult { - ctx: Record; - completedNodes: string[]; status: "completed" | "failed" | "cancelled"; + completedNodes: string[]; + documentId?: string; + refs?: { + ocrResponseRef?: OcrPayloadRef; + ocrResultRef?: OcrPayloadRef; + cleanedResultRef?: OcrPayloadRef; + }; + failedNodeId?: string; + outputPaths?: string[]; + error?: string; } // --------------------------------------------------------------------------- diff --git a/apps/temporal/src/graph-workflow.ts b/apps/temporal/src/graph-workflow.ts index bee9ab8fc..0504f3c39 100644 --- a/apps/temporal/src/graph-workflow.ts +++ b/apps/temporal/src/graph-workflow.ts @@ -20,12 +20,14 @@ import { validateGraphConfigForExecution } from "./graph-schema-validator"; import { type CancelSignal, GRAPH_RUNNER_VERSION, + type GraphWorkflowExecutionInput, type GraphWorkflowInput, type GraphWorkflowProgress, type GraphWorkflowResult, type GraphWorkflowStatus, type NodeStatus, } from "./graph-workflow-types"; +import { isOcrPayloadRef } from "./ocr-payload-ref-types"; type PreExecutionActivities = { "document.updateStatus": (params: { @@ -33,6 +35,14 @@ type PreExecutionActivities = { status: string; apimRequestId?: string; }) => Promise; + getWorkflowGraphConfig: (params: { + workflowId: string; + workflowConfigOverrides?: Record; + }) => Promise<{ + graph: GraphWorkflowExecutionInput["graph"]; + workflowVersionId: string; + configHash: string; + }>; }; // Workflow type constant @@ -45,6 +55,31 @@ export const getProgress = defineQuery("getProgress"); // Signal definitions export const cancelSignal = defineSignal<[CancelSignal]>("cancel"); +function redactCtxForQuery( + ctx: Record, +): Record { + return Object.fromEntries( + Object.entries(ctx).map(([key, value]) => { + if (isOcrPayloadRef(value)) { + return [ + key, + { + documentId: value.documentId, + status: value.status, + byteLength: value.byteLength, + storage: value.storage, + }, + ]; + } + const valueStr = JSON.stringify(value); + if (valueStr.length > 1000) { + return [key, ""]; + } + return [key, value]; + }), + ); +} + /** * Main graph workflow function * @@ -53,7 +88,6 @@ export const cancelSignal = defineSignal<[CancelSignal]>("cancel"); export async function graphWorkflow( input: GraphWorkflowInput, ): Promise { - // State variables for queries and signals const currentNodes: string[] = []; const completedNodeIds = new Set(); const nodeStatuses = new Map(); @@ -61,8 +95,9 @@ export async function graphWorkflow( "running"; let cancelled = false; let cancelMode: "graceful" | "immediate" = "graceful"; - let ctx: Record = {}; + const ctx: Record = {}; let workflowError: string | undefined; + let loadedGraph: GraphWorkflowExecutionInput["graph"] | undefined; const lastError: { current?: { nodeId: string; @@ -72,31 +107,19 @@ export async function graphWorkflow( }; } = {}; - // Set up query handlers setHandler(getStatus, (): GraphWorkflowStatus => { - // Redact large ctx values for performance - const redactedCtx = Object.fromEntries( - Object.entries(ctx).map(([key, value]) => { - const valueStr = JSON.stringify(value); - if (valueStr.length > 1000) { - return [key, ""]; - } - return [key, value]; - }), - ); - return { currentNodes, nodeStatuses: Object.fromEntries(nodeStatuses), overallStatus, - ctx: redactedCtx, + ctx: redactCtxForQuery(ctx), error: workflowError, lastError: lastError.current, }; }); setHandler(getProgress, (): GraphWorkflowProgress => { - const totalCount = Object.keys(input.graph.nodes).length; + const totalCount = loadedGraph ? Object.keys(loadedGraph.nodes).length : 0; const completedCount = completedNodeIds.size; const progressPercentage = totalCount > 0 ? Math.round((completedCount / totalCount) * 100) : 0; @@ -109,7 +132,6 @@ export async function graphWorkflow( }; }); - // Set up signal handler for cancellation setHandler(cancelSignal, (signal: CancelSignal) => { cancelled = true; cancelMode = signal.mode; @@ -121,8 +143,30 @@ export async function graphWorkflow( try { enforceRunnerVersion(input.runnerVersion); - // Step 1: Validate graph config - const validation = validateGraphConfigForExecution(input.graph); + const activityProxy = proxyActivities({ + startToCloseTimeout: "30s", + retry: { maximumAttempts: 3 }, + }); + + const loaded = await activityProxy.getWorkflowGraphConfig({ + workflowId: input.workflowVersionId, + ...(input.workflowConfigOverrides && + Object.keys(input.workflowConfigOverrides).length > 0 + ? { workflowConfigOverrides: input.workflowConfigOverrides } + : {}), + }); + + if (loaded.configHash !== input.configHash) { + throw ApplicationFailure.create({ + type: "CONFIG_HASH_MISMATCH", + message: `Workflow config hash mismatch for ${input.workflowVersionId}`, + nonRetryable: true, + }); + } + + loadedGraph = loaded.graph; + + const validation = validateGraphConfigForExecution(loadedGraph); if (!validation.valid) { const errorMessages = validation.errors @@ -136,16 +180,10 @@ export async function graphWorkflow( }); } - // Step 2: Pre-execution hook - automatically update document status - // This ensures status is set before workflow processing begins if ( input.initialCtx.documentId && typeof input.initialCtx.documentId === "string" ) { - const activityProxy = proxyActivities({ - startToCloseTimeout: "30s", - retry: { maximumAttempts: 5 }, - }); const updateStatusActivity = activityProxy["document.updateStatus"]; await updateStatusActivity({ @@ -158,12 +196,17 @@ export async function graphWorkflow( ); } - // Step 3: Run graph execution - for (const nodeId of Object.keys(input.graph.nodes)) { + for (const nodeId of Object.keys(loadedGraph.nodes)) { nodeStatuses.set(nodeId, { status: "pending" }); } - const result = await runGraphExecution(input, { + const executionInput: GraphWorkflowExecutionInput = { + ...input, + workflowVersionId: loaded.workflowVersionId, + graph: loadedGraph, + }; + + const result = await runGraphExecution(executionInput, { currentNodes, completedNodeIds, nodeStatuses, @@ -174,13 +217,14 @@ export async function graphWorkflow( mapBranchResults: new Map(), configHash: input.configHash, runnerVersion: input.runnerVersion, + workflowVersionId: loaded.workflowVersionId, + requestId: input.requestId, + groupId: input.groupId ?? null, + workflowConfigOverrides: input.workflowConfigOverrides, lastError, }); - // Update final state overallStatus = result.status; - ctx = result.ctx; - return result; } catch (error) { overallStatus = "failed"; diff --git a/apps/temporal/src/temporal-data-converter.ts b/apps/temporal/src/temporal-data-converter.ts new file mode 100644 index 000000000..a1ce9adbb --- /dev/null +++ b/apps/temporal/src/temporal-data-converter.ts @@ -0,0 +1,8 @@ +import { GzipPayloadCodec } from "@ai-di/temporal-payload-codec"; +import { DefaultPayloadConverter } from "@temporalio/common"; + +/** Payload codecs + converter used by the Temporal worker and clients. */ +export const temporalDataConverter = { + payloadConverter: new DefaultPayloadConverter(), + payloadCodecs: [new GzipPayloadCodec()], +}; diff --git a/apps/temporal/src/types.ts b/apps/temporal/src/types.ts index cb47daf6d..aec117bdf 100644 --- a/apps/temporal/src/types.ts +++ b/apps/temporal/src/types.ts @@ -2,6 +2,8 @@ * Type definitions for OCR activities and results. */ +import type { OcrPayloadRef } from "./ocr-payload-ref"; + // Enrichment (used by ocr.enrich activity and graph workflows) export interface EnrichmentStepParams { documentType: string; // TemplateModel ID -> fetches field_schema @@ -218,5 +220,6 @@ export interface SubmissionResult { export interface PollResult { status: "running" | "succeeded" | "failed"; - response?: OCRResponse; + /** Port `response` — ref only (no inline OCR JSON in history). */ + response?: OcrPayloadRef; } diff --git a/apps/temporal/src/worker.ts b/apps/temporal/src/worker.ts index 9b8f3e79f..866610d9a 100644 --- a/apps/temporal/src/worker.ts +++ b/apps/temporal/src/worker.ts @@ -13,6 +13,7 @@ import { NativeConnection, Worker } from "@temporalio/worker"; import { getActivityRegistry } from "./activity-registry"; import { workerLogger } from "./logger"; import { getRegistry } from "./metrics"; +import { temporalDataConverter } from "./temporal-data-converter"; import { installTemporalRuntimeLogger } from "./temporal-runtime-logger"; // Workflows are automatically discovered via workflowsPath in Worker.create() @@ -81,6 +82,7 @@ async function run() { workflowsPath: require.resolve("./graph-workflow"), activities: activitiesMap, taskQueue, + dataConverter: temporalDataConverter, }); workers.push(ocrWorker); @@ -94,6 +96,7 @@ async function run() { workflowsPath: require.resolve("./benchmark-workflows"), activities: activitiesMap, taskQueue: benchmarkTaskQueue, + dataConverter: temporalDataConverter, }); workers.push(benchmarkWorker); From 0e7a39262268fa330c5a058cca15d4e86f652b9a Mon Sep 17 00:00:00 2001 From: kmandryk Date: Thu, 28 May 2026 17:09:44 -0700 Subject: [PATCH 13/66] feat(temporal): slim benchmark workflows and thread groupId Benchmark sample workflows pass workflowVersionId, configHash, and groupId; materialize dataset returns groupId for synthetic documents. --- .../src/activities/benchmark-execute.test.ts | 44 +++--- .../src/activities/benchmark-execute.ts | 19 ++- .../benchmark-flatten-prediction.ts | 39 ++++++ .../activities/benchmark-materialize.test.ts | 3 + .../src/activities/benchmark-materialize.ts | 7 +- .../src/activities/benchmark-ocr-cache.ts | 18 ++- .../src/benchmark-sample-workflow.test.ts | 129 +++++++++++++----- .../temporal/src/benchmark-sample-workflow.ts | 126 ++++++++--------- apps/temporal/src/benchmark-workflow.ts | 61 +++------ 9 files changed, 264 insertions(+), 182 deletions(-) create mode 100644 apps/temporal/src/activities/benchmark-flatten-prediction.ts diff --git a/apps/temporal/src/activities/benchmark-execute.test.ts b/apps/temporal/src/activities/benchmark-execute.test.ts index fc0be45b5..9d4b4a831 100644 --- a/apps/temporal/src/activities/benchmark-execute.test.ts +++ b/apps/temporal/src/activities/benchmark-execute.test.ts @@ -1,5 +1,3 @@ -import type { GraphWorkflowConfig } from "../graph-workflow-types"; - // Mock @temporalio/workflow before importing the module const mockExecuteChild = jest.fn(); const mockWorkflowInfo = jest.fn(); @@ -15,25 +13,9 @@ import { } from "./benchmark-execute"; describe("benchmarkExecuteWorkflow", () => { - const mockWorkflowConfig: GraphWorkflowConfig = { - schemaVersion: "1.0", - metadata: { name: "test-workflow", version: "1.0" }, - nodes: { - "node-1": { - id: "node-1", - type: "activity", - label: "Test Node", - activityType: "test.activity", - }, - }, - edges: [], - entryNodeId: "node-1", - ctx: {}, - }; - const baseInput: BenchmarkExecuteInput = { sampleId: "sample-001", - workflowConfig: mockWorkflowConfig, + workflowVersionId: "wv-test-001", configHash: "abc123hash", inputPaths: ["/data/input/sample-001.pdf"], outputBaseDir: "/data/output/run-1/sample-001", @@ -106,7 +88,7 @@ describe("benchmarkExecuteWorkflow", () => { args: [ expect.objectContaining({ sampleId: "sample-001", - workflowConfig: mockWorkflowConfig, + workflowVersionId: "wv-test-001", configHash: "abc123hash", inputPaths: ["/data/input/sample-001.pdf"], outputBaseDir: "/data/output/run-1/sample-001", @@ -120,6 +102,28 @@ describe("benchmarkExecuteWorkflow", () => { ); }); + it("forwards workflowConfigOverrides to the wrapper", async () => { + mockExecuteChild.mockResolvedValue(mockChildResult); + + await benchmarkExecuteWorkflow({ + ...baseInput, + workflowConfigOverrides: { "ctx.modelId.defaultValue": "prebuilt-read" }, + }); + + expect(mockExecuteChild).toHaveBeenCalledWith( + "benchmarkSampleWorkflow", + expect.objectContaining({ + args: [ + expect.objectContaining({ + workflowConfigOverrides: { + "ctx.modelId.defaultValue": "prebuilt-read", + }, + }), + ], + }), + ); + }); + it("returns the slim child output without workflowResult", async () => { mockExecuteChild.mockResolvedValue(mockChildResult); diff --git a/apps/temporal/src/activities/benchmark-execute.ts b/apps/temporal/src/activities/benchmark-execute.ts index 1e3771fc4..8ac6f3ad3 100644 --- a/apps/temporal/src/activities/benchmark-execute.ts +++ b/apps/temporal/src/activities/benchmark-execute.ts @@ -14,7 +14,6 @@ import { executeChild, workflowInfo } from "@temporalio/workflow"; import type { BenchmarkSampleWorkflowOutput } from "../benchmark-sample-workflow"; -import type { GraphWorkflowConfig } from "../graph-workflow-types"; // --------------------------------------------------------------------------- // Types @@ -22,15 +21,17 @@ import type { GraphWorkflowConfig } from "../graph-workflow-types"; export interface BenchmarkExecuteInput { sampleId: string; - workflowConfig: GraphWorkflowConfig; + workflowVersionId: string; configHash: string; inputPaths: string[]; outputBaseDir: string; sampleMetadata: Record; - /** Directory under which the per-sample prediction JSON should be written. */ predictionOutputDir: string; - /** When set, wrapper persists OCR response under this benchmark run id. */ persistOcrCache?: { sourceRunId: string }; + ocrCacheBaselineRunId?: string; + workflowConfigOverrides?: Record; + /** Dataset tenant scope for OCR blob writes (benchmark samples have no Document row). */ + groupId?: string; timeoutMs?: number; taskQueue?: string; requestId?: string; @@ -66,13 +67,16 @@ export async function benchmarkExecuteWorkflow( const startTime = Date.now(); const { sampleId, - workflowConfig, + workflowVersionId, configHash, inputPaths, outputBaseDir, sampleMetadata, predictionOutputDir, persistOcrCache, + ocrCacheBaselineRunId, + workflowConfigOverrides, + groupId, timeoutMs = DEFAULT_TIMEOUT_MS, taskQueue = BENCHMARK_TASK_QUEUE, requestId, @@ -99,13 +103,16 @@ export async function benchmarkExecuteWorkflow( args: [ { sampleId, - workflowConfig, + workflowVersionId, configHash, inputPaths, outputBaseDir, sampleMetadata, predictionOutputDir, persistOcrCache, + ocrCacheBaselineRunId, + workflowConfigOverrides, + groupId, parentWorkflowId, requestId, }, diff --git a/apps/temporal/src/activities/benchmark-flatten-prediction.ts b/apps/temporal/src/activities/benchmark-flatten-prediction.ts new file mode 100644 index 000000000..faf2756b9 --- /dev/null +++ b/apps/temporal/src/activities/benchmark-flatten-prediction.ts @@ -0,0 +1,39 @@ +import { + buildFlatConfidenceMapFromCtx, + buildFlatPredictionMapFromCtx, +} from "../azure-ocr-field-display-value"; +import { type OcrPayloadRef, readOcrPayloadBlob } from "../ocr-payload-ref"; +import type { OCRResult } from "../types"; + +export interface BenchmarkFlattenPredictionInput { + cleanedResultRef?: OcrPayloadRef; + ocrResultRef?: OcrPayloadRef; +} + +export interface BenchmarkFlattenPredictionOutput { + predictionData: Record; + confidenceData: Record; +} + +/** + * Build flat benchmark prediction/confidence maps from OCR blob refs (not workflow ctx). + */ +export async function benchmarkFlattenPredictionFromRefs( + input: BenchmarkFlattenPredictionInput, +): Promise { + const ref = input.cleanedResultRef ?? input.ocrResultRef; + if (!ref) { + return { predictionData: {}, confidenceData: {} }; + } + + const ocrResult = await readOcrPayloadBlob(ref); + const ctx = { + cleanedResult: ocrResult, + ocrResult, + }; + + return { + predictionData: buildFlatPredictionMapFromCtx(ctx), + confidenceData: buildFlatConfidenceMapFromCtx(ctx), + }; +} diff --git a/apps/temporal/src/activities/benchmark-materialize.test.ts b/apps/temporal/src/activities/benchmark-materialize.test.ts index 592d9c8c3..c3c1a08fd 100644 --- a/apps/temporal/src/activities/benchmark-materialize.test.ts +++ b/apps/temporal/src/activities/benchmark-materialize.test.ts @@ -105,6 +105,7 @@ describe("materializeDataset activity", () => { expect(result.materializedPath).toBe( "/tmp/test-cache/dataset-1-version-1", ); + expect(result.groupId).toBe("atestgroup"); expect(blobStorageMock.list).toHaveBeenCalledWith( "atestgroup/benchmark/datasets/dataset-1/version-1", ); @@ -133,6 +134,7 @@ describe("materializeDataset activity", () => { expect(result).toEqual({ materializedPath: "/tmp/test-cache/dataset-1-version-1", + groupId: "atestgroup", }); expect(result.materializedPath).toMatch(/^\/tmp\/test-cache\//); }); @@ -152,6 +154,7 @@ describe("materializeDataset activity", () => { expect(result.materializedPath).toBe( "/tmp/test-cache/dataset-1-version-1", ); + expect(result.groupId).toBe("atestgroup"); expect(fsMock.access).toHaveBeenCalledWith( "/tmp/test-cache/dataset-1-version-1/dataset-manifest.json", ); diff --git a/apps/temporal/src/activities/benchmark-materialize.ts b/apps/temporal/src/activities/benchmark-materialize.ts index 4207cc3b0..ea3a0c3b6 100644 --- a/apps/temporal/src/activities/benchmark-materialize.ts +++ b/apps/temporal/src/activities/benchmark-materialize.ts @@ -17,6 +17,8 @@ interface MaterializeDatasetParams { interface MaterializeDatasetResult { materializedPath: string; + /** Dataset tenant scope for OCR blob paths (`{groupId}/ocr/...`). */ + groupId: string; } /** @@ -97,7 +99,7 @@ export async function materializeDataset( durationMs: Date.now() - startTime, }); - return { materializedPath }; + return { materializedPath, groupId }; } catch { // Cache doesn't exist - proceed with materialization log.info("Cache miss", { @@ -179,10 +181,11 @@ export async function materializeDataset( log.info("Materialize dataset complete", { event: "complete", materializedPath, + groupId, durationMs, }); - return { materializedPath }; + return { materializedPath, groupId }; } catch (error) { const duration = Date.now() - startTime; const errorMessage = getErrorMessage(error); diff --git a/apps/temporal/src/activities/benchmark-ocr-cache.ts b/apps/temporal/src/activities/benchmark-ocr-cache.ts index d56d576fe..7181a570c 100644 --- a/apps/temporal/src/activities/benchmark-ocr-cache.ts +++ b/apps/temporal/src/activities/benchmark-ocr-cache.ts @@ -7,6 +7,7 @@ import type { Prisma } from "../generated"; import { createActivityLogger } from "../logger"; +import { type OcrPayloadRef, readOcrPayloadBlob } from "../ocr-payload-ref"; import { getPrismaClient } from "./database-client"; export interface BenchmarkLoadOcrCacheInput { @@ -21,7 +22,8 @@ export interface BenchmarkLoadOcrCacheOutput { export interface BenchmarkPersistOcrCacheInput { sourceRunId: string; sampleId: string; - ocrResponse: unknown; + ocrResponse?: unknown; + ocrResponseRef?: OcrPayloadRef; } export async function benchmarkLoadOcrCache( @@ -59,6 +61,16 @@ export async function benchmarkPersistOcrCache( }); const prisma = getPrismaClient(); + let ocrResponse = input.ocrResponse; + if (input.ocrResponseRef) { + ocrResponse = await readOcrPayloadBlob(input.ocrResponseRef); + } + if (ocrResponse === undefined) { + throw new Error( + "benchmarkPersistOcrCache requires ocrResponse or ocrResponseRef", + ); + } + await prisma.benchmarkOcrCache.upsert({ where: { sourceRunId_sampleId: { @@ -69,10 +81,10 @@ export async function benchmarkPersistOcrCache( create: { sourceRunId: input.sourceRunId, sampleId: input.sampleId, - ocrResponse: input.ocrResponse as Prisma.InputJsonValue, + ocrResponse: ocrResponse as Prisma.InputJsonValue, }, update: { - ocrResponse: input.ocrResponse as Prisma.InputJsonValue, + ocrResponse: ocrResponse as Prisma.InputJsonValue, }, }); diff --git a/apps/temporal/src/benchmark-sample-workflow.test.ts b/apps/temporal/src/benchmark-sample-workflow.test.ts index 5a58240ad..a45bde0a8 100644 --- a/apps/temporal/src/benchmark-sample-workflow.test.ts +++ b/apps/temporal/src/benchmark-sample-workflow.test.ts @@ -1,12 +1,15 @@ const mockExecuteChild = jest.fn(); const mockWritePrediction = jest.fn(); const mockPersistOcrCache = jest.fn(); +const mockFlattenPrediction = jest.fn(); jest.mock("@temporalio/workflow", () => ({ executeChild: mockExecuteChild, proxyActivities: () => ({ "benchmark.writePrediction": mockWritePrediction, "benchmark.persistOcrCache": mockPersistOcrCache, + "benchmark.flattenPredictionFromRefs": mockFlattenPrediction, + "benchmark.loadOcrCache": jest.fn(), }), })); @@ -14,28 +17,21 @@ import { type BenchmarkSampleWorkflowInput, benchmarkSampleWorkflow, } from "./benchmark-sample-workflow"; -import type { GraphWorkflowConfig } from "./graph-workflow-types"; beforeEach(() => { mockExecuteChild.mockReset(); mockWritePrediction.mockReset(); mockPersistOcrCache.mockReset(); + mockFlattenPrediction.mockReset(); + mockFlattenPrediction.mockResolvedValue({ + predictionData: { name: "Alex" }, + confidenceData: { name: null }, + }); }); -const baseConfig: GraphWorkflowConfig = { - schemaVersion: "1.0", - metadata: { name: "test", version: "1.0" }, - nodes: { - n1: { id: "n1", type: "activity", label: "n1", activityType: "test.a" }, - }, - edges: [], - entryNodeId: "n1", - ctx: {}, -}; - const baseInput: BenchmarkSampleWorkflowInput = { sampleId: "sample-001", - workflowConfig: baseConfig, + workflowVersionId: "test-workflow-version-id", configHash: "abc", inputPaths: ["/tmp/in/doc.pdf"], outputBaseDir: "/tmp/out", @@ -44,16 +40,72 @@ const baseInput: BenchmarkSampleWorkflowInput = { }; describe("benchmarkSampleWorkflow", () => { + it("forwards groupId to graphWorkflow child for OCR blob tenant scope", async () => { + mockExecuteChild.mockResolvedValue({ + status: "completed", + completedNodes: ["n1"], + refs: {}, + }); + mockWritePrediction.mockResolvedValue({ predictionPath: "/p" }); + + await benchmarkSampleWorkflow({ + ...baseInput, + groupId: "benchmark-tenant-group", + }); + + expect(mockExecuteChild).toHaveBeenCalledWith( + "graphWorkflow", + expect.objectContaining({ + args: [ + expect.objectContaining({ + groupId: "benchmark-tenant-group", + initialCtx: expect.objectContaining({ + groupId: "benchmark-tenant-group", + }), + }), + ], + }), + ); + }); + + it("forwards workflowConfigOverrides to graphWorkflow child", async () => { + mockExecuteChild.mockResolvedValue({ + status: "completed", + completedNodes: ["n1"], + refs: {}, + }); + mockWritePrediction.mockResolvedValue({ predictionPath: "/p" }); + + await benchmarkSampleWorkflow({ + ...baseInput, + workflowConfigOverrides: { "ctx.modelId.defaultValue": "prebuilt-read" }, + }); + + expect(mockExecuteChild).toHaveBeenCalledWith( + "graphWorkflow", + expect.objectContaining({ + args: [ + expect.objectContaining({ + workflowConfigOverrides: { + "ctx.modelId.defaultValue": "prebuilt-read", + }, + }), + ], + }), + ); + }); + it("runs graphWorkflow, writes prediction, returns slim result without ctx", async () => { mockExecuteChild.mockResolvedValue({ status: "completed", completedNodes: ["n1", "n2"], - ctx: { - cleanedResult: { - documents: [{ fields: { name: { content: "Alex" } } }], + outputPaths: ["/tmp/out/doc.json"], + refs: { + cleanedResultRef: { + documentId: "benchmark-sample-001", + blobPath: "g/ocr/benchmark-sample-001/cleaned-result.json", + storage: "blob", }, - ocrResponse: { huge: "payload" }, - outputPaths: ["/tmp/out/doc.json"], }, }); mockWritePrediction.mockResolvedValue({ @@ -68,7 +120,7 @@ describe("benchmarkSampleWorkflow", () => { expect.objectContaining({ args: [ expect.objectContaining({ - graph: baseConfig, + workflowVersionId: "test-workflow-version-id", configHash: "abc", }), ], @@ -97,7 +149,7 @@ describe("benchmarkSampleWorkflow", () => { mockExecuteChild.mockResolvedValue({ status: "completed", completedNodes: ["n1"], - ctx: { ocrResponse: { foo: "bar" } }, + refs: {}, }); mockWritePrediction.mockResolvedValue({ predictionPath: "/p" }); @@ -110,7 +162,13 @@ describe("benchmarkSampleWorkflow", () => { mockExecuteChild.mockResolvedValue({ status: "completed", completedNodes: ["n1"], - ctx: { ocrResponse: { foo: "bar" } }, + refs: { + ocrResponseRef: { + documentId: "benchmark-sample-001", + blobPath: "g/ocr/benchmark-sample-001/azure-response.json", + storage: "blob", + }, + }, }); mockWritePrediction.mockResolvedValue({ predictionPath: "/p" }); @@ -122,7 +180,11 @@ describe("benchmarkSampleWorkflow", () => { expect(mockPersistOcrCache).toHaveBeenCalledWith({ sourceRunId: "run-42", sampleId: "sample-001", - ocrResponse: { foo: "bar" }, + ocrResponseRef: { + documentId: "benchmark-sample-001", + blobPath: "g/ocr/benchmark-sample-001/azure-response.json", + storage: "blob", + }, }); }); @@ -130,7 +192,7 @@ describe("benchmarkSampleWorkflow", () => { mockExecuteChild.mockResolvedValue({ status: "completed", completedNodes: ["n1"], - ctx: {}, + outputPaths: [], }); mockWritePrediction.mockResolvedValue({ predictionPath: "/p" }); @@ -146,7 +208,7 @@ describe("benchmarkSampleWorkflow", () => { mockExecuteChild.mockResolvedValue({ status: "completed", completedNodes: ["n1"], - ctx: {}, + outputPaths: [], }); mockWritePrediction.mockResolvedValue({ predictionPath: "/p" }); @@ -171,7 +233,7 @@ describe("benchmarkSampleWorkflow", () => { mockExecuteChild.mockResolvedValue({ status: "completed", completedNodes: ["n1"], - ctx: {}, + outputPaths: [], }); mockWritePrediction.mockResolvedValue({ predictionPath: "/p" }); @@ -188,16 +250,11 @@ describe("benchmarkSampleWorkflow", () => { }); }); - it("extracts outputPaths from results[].outputPath in ctx", async () => { + it("extracts outputPaths from graphWorkflow result", async () => { mockExecuteChild.mockResolvedValue({ status: "completed", completedNodes: ["n1"], - ctx: { - results: [ - { outputPath: "/data/output/file1.json" }, - { outputPath: "/data/output/file2.json" }, - ], - }, + outputPaths: ["/data/output/file1.json", "/data/output/file2.json"], }); mockWritePrediction.mockResolvedValue({ predictionPath: "/p" }); @@ -209,24 +266,24 @@ describe("benchmarkSampleWorkflow", () => { ]); }); - it("falls back to outputBaseDir when ctx has no explicit output paths", async () => { + it("returns empty outputPaths when graph result has none", async () => { mockExecuteChild.mockResolvedValue({ status: "completed", completedNodes: ["n1"], - ctx: { outputBaseDir: "/data/output/run-1/sample-001" }, + outputPaths: [], }); mockWritePrediction.mockResolvedValue({ predictionPath: "/p" }); const result = await benchmarkSampleWorkflow(baseInput); - expect(result.outputPaths).toEqual(["/data/output/run-1/sample-001"]); + expect(result.outputPaths).toEqual([]); }); it("returns success=false with graphStatus when inner graphWorkflow returns status=failed", async () => { mockExecuteChild.mockResolvedValue({ status: "failed", completedNodes: ["n1"], - ctx: { failedNodeId: "n2" }, + failedNodeId: "n2", }); mockWritePrediction.mockResolvedValue({ predictionPath: "/p" }); diff --git a/apps/temporal/src/benchmark-sample-workflow.ts b/apps/temporal/src/benchmark-sample-workflow.ts index 5e50f1a0e..7a6f00319 100644 --- a/apps/temporal/src/benchmark-sample-workflow.ts +++ b/apps/temporal/src/benchmark-sample-workflow.ts @@ -2,41 +2,31 @@ * Benchmark Sample Workflow (wrapper child) * * Runs the generic `graphWorkflow` as its own child and performs benchmark-specific - * post-processing (writing the flattened prediction file and persisting OCR cache) - * inside this workflow's context — so the heavy `ocrResponse` and `cleanedResult` - * payloads stay in this child's history, not the parent benchmark orchestrator's. - * - * Returns only a slim summary so the parent's history does not grow with per-sample - * data. See docs-md/benchmarking/temporal-history-bloat-fix.md for context. + * post-processing from blob refs — heavy payloads stay in blob storage, not parent history. */ import { executeChild, proxyActivities } from "@temporalio/workflow"; -import { - buildFlatConfidenceMapFromCtx, - buildFlatPredictionMapFromCtx, -} from "./azure-ocr-field-display-value"; import { GRAPH_RUNNER_VERSION, - type GraphWorkflowConfig, type GraphWorkflowInput, type GraphWorkflowResult, } from "./graph-workflow-types"; +import type { OcrPayloadRef } from "./ocr-payload-ref"; export interface BenchmarkSampleWorkflowInput { sampleId: string; - workflowConfig: GraphWorkflowConfig; + workflowVersionId: string; configHash: string; inputPaths: string[]; outputBaseDir: string; - /** Free-form metadata forwarded into the graphWorkflow initialCtx. */ sampleMetadata: Record; - /** Directory under which prediction JSON files should be written. */ predictionOutputDir: string; - /** - * If set, the wrapper persists the OCR response to BenchmarkOcrCache for this run. - * The activity input is stored in *this* workflow's history, not the parent's. - */ persistOcrCache?: { sourceRunId: string }; + /** When set, load OCR cache in this wrapper (not the parent orchestrator). */ + ocrCacheBaselineRunId?: string; + workflowConfigOverrides?: Record; + /** Dataset tenant scope; required for OCR ref blob paths on synthetic benchmark documents. */ + groupId?: string; parentWorkflowId?: string; requestId?: string; } @@ -44,20 +34,26 @@ export interface BenchmarkSampleWorkflowInput { export interface BenchmarkSampleWorkflowOutput { sampleId: string; success: boolean; - /** Status reported by the inner graphWorkflow (when it ran to completion). */ graphStatus?: "completed" | "failed" | "cancelled"; - /** Number of graph nodes the inner workflow completed (for logging). */ completedNodes?: number; - /** Path to the per-sample prediction JSON written by benchmark.writePrediction. */ predictionPath?: string; - /** Per-field confidence map flattened from the inner workflow ctx. */ confidenceData?: Record; - /** Output paths extracted from the inner workflow ctx. */ outputPaths: string[]; error?: { message: string; failedNodeId?: string }; } interface BenchmarkActivities { + "benchmark.loadOcrCache": (input: { + sourceRunId: string; + sampleId: string; + }) => Promise<{ ocrResponse: unknown | null }>; + "benchmark.flattenPredictionFromRefs": (input: { + cleanedResultRef?: OcrPayloadRef; + ocrResultRef?: OcrPayloadRef; + }) => Promise<{ + predictionData: Record; + confidenceData: Record; + }>; "benchmark.writePrediction": (input: { predictionData: Record; outputDir: string; @@ -66,7 +62,7 @@ interface BenchmarkActivities { "benchmark.persistOcrCache": (input: { sourceRunId: string; sampleId: string; - ocrResponse: unknown; + ocrResponseRef?: OcrPayloadRef; }) => Promise; } @@ -80,13 +76,16 @@ export async function benchmarkSampleWorkflow( ): Promise { const { sampleId, - workflowConfig, + workflowVersionId, configHash, inputPaths, outputBaseDir, sampleMetadata, predictionOutputDir, persistOcrCache, + ocrCacheBaselineRunId, + workflowConfigOverrides, + groupId, parentWorkflowId, requestId, } = input; @@ -112,23 +111,46 @@ export async function benchmarkSampleWorkflow( fileName, fileType, contentType, + ...(groupId ? { groupId } : {}), }; + if (ocrCacheBaselineRunId) { + const loaded = await customActivities["benchmark.loadOcrCache"]({ + sourceRunId: ocrCacheBaselineRunId, + sampleId, + }); + if (loaded.ocrResponse === null || loaded.ocrResponse === undefined) { + throw new Error( + `OCR cache miss for sample ${sampleId} (baseline run ${ocrCacheBaselineRunId})`, + ); + } + initialCtx.__benchmarkOcrCache = { ocrResponse: loaded.ocrResponse }; + } + const childInput: GraphWorkflowInput = { - graph: workflowConfig, - initialCtx, + workflowVersionId, configHash, + initialCtx, runnerVersion: GRAPH_RUNNER_VERSION, + groupId: groupId ?? null, parentWorkflowId, requestId, + ...(workflowConfigOverrides && + Object.keys(workflowConfigOverrides).length > 0 + ? { workflowConfigOverrides } + : {}), }; const graphResult = (await executeChild("graphWorkflow", { args: [childInput], })) as GraphWorkflowResult; - const predictionData = buildFlatPredictionMapFromCtx(graphResult.ctx); - const confidenceData = buildFlatConfidenceMapFromCtx(graphResult.ctx); + const { predictionData, confidenceData } = await customActivities[ + "benchmark.flattenPredictionFromRefs" + ]({ + cleanedResultRef: graphResult.refs?.cleanedResultRef, + ocrResultRef: graphResult.refs?.ocrResultRef, + }); const { predictionPath } = await customActivities[ "benchmark.writePrediction" @@ -138,29 +160,22 @@ export async function benchmarkSampleWorkflow( sampleId, }); - if ( - persistOcrCache && - graphResult.ctx.ocrResponse !== undefined && - graphResult.ctx.ocrResponse !== null - ) { + if (persistOcrCache && graphResult.refs?.ocrResponseRef?.blobPath) { await customActivities["benchmark.persistOcrCache"]({ sourceRunId: persistOcrCache.sourceRunId, sampleId, - ocrResponse: graphResult.ctx.ocrResponse, + ocrResponseRef: graphResult.refs.ocrResponseRef, }); } - const outputPaths = extractOutputPaths(graphResult.ctx); + const outputPaths = graphResult.outputPaths ?? []; const success = graphResult.status === "completed"; const error = success ? undefined : { message: `graphWorkflow status: ${graphResult.status}`, - failedNodeId: - typeof graphResult.ctx.failedNodeId === "string" - ? graphResult.ctx.failedNodeId - : undefined, + failedNodeId: graphResult.failedNodeId, }; return { @@ -174,34 +189,3 @@ export async function benchmarkSampleWorkflow( error, }; } - -function extractOutputPaths(ctx: Record): string[] { - const paths: string[] = []; - - if (Array.isArray(ctx.outputPaths)) { - for (const p of ctx.outputPaths) { - if (typeof p === "string") paths.push(p); - } - } - - if (typeof ctx.outputPath === "string") { - paths.push(ctx.outputPath); - } - - if (Array.isArray(ctx.results)) { - for (const result of ctx.results) { - if (result && typeof result === "object" && "outputPath" in result) { - const r = result as Record; - if (typeof r.outputPath === "string") { - paths.push(r.outputPath); - } - } - } - } - - if (paths.length === 0 && typeof ctx.outputBaseDir === "string") { - paths.push(ctx.outputBaseDir); - } - - return paths; -} diff --git a/apps/temporal/src/benchmark-workflow.ts b/apps/temporal/src/benchmark-workflow.ts index 7abc1bf3d..68e9aaf49 100644 --- a/apps/temporal/src/benchmark-workflow.ts +++ b/apps/temporal/src/benchmark-workflow.ts @@ -30,7 +30,6 @@ import { benchmarkExecuteWorkflow, } from "./activities/benchmark-execute"; import type { DatasetManifest, EvaluationResult } from "./benchmark-types"; -import type { GraphWorkflowConfig } from "./graph-workflow-types"; // --------------------------------------------------------------------------- // Activity Types @@ -39,7 +38,7 @@ import type { GraphWorkflowConfig } from "./graph-workflow-types"; type BenchmarkActivities = { "benchmark.materializeDataset": (params: { datasetVersionId: string; - }) => Promise<{ materializedPath: string }>; + }) => Promise<{ materializedPath: string; groupId: string }>; "benchmark.loadDatasetManifest": (params: { materializedPath: string; @@ -161,9 +160,6 @@ export interface BenchmarkRunWorkflowInput { /** Pinned workflow version (WorkflowVersion.id) for this run */ workflowVersionId: string; - /** Workflow configuration */ - workflowConfig: GraphWorkflowConfig; - /** SHA-256 hash of workflow config */ workflowConfigHash: string; @@ -192,6 +188,9 @@ export interface BenchmarkRunWorkflowInput { /** Replay OCR from a prior completed run's cache rows (skips Azure submit/poll). */ ocrCacheBaselineRunId?: string; + + /** Exposed-param overrides merged when loading graph config in sample workflows. */ + workflowConfigOverrides?: Record; } export interface BenchmarkRunWorkflowResult { @@ -350,13 +349,14 @@ export async function benchmarkRunWorkflow( datasetVersionId, splitId, sampleIds, - workflowConfig, + workflowVersionId, workflowConfigHash, evaluatorType, evaluatorConfig, runtimeSettings, persistOcrCache = false, ocrCacheBaselineRunId, + workflowConfigOverrides, } = input; // Create activity proxy with configurable timeouts and retries (US-023 Scenario 4 & 5) @@ -382,6 +382,7 @@ export async function benchmarkRunWorkflow( ); let materializedPath: string | undefined; + let datasetGroupId: string | undefined; const outputPaths: string[] = []; let flatMetrics: Record = {}; let aggregateResultForStorage: Record = {}; @@ -399,12 +400,12 @@ export async function benchmarkRunWorkflow( // --------------------------------------------------------------------------- currentPhase = "materializing"; - const { materializedPath: matPath } = await customActivities[ - "benchmark.materializeDataset" - ]({ - datasetVersionId, - }); + const { materializedPath: matPath, groupId: matGroupId } = + await customActivities["benchmark.materializeDataset"]({ + datasetVersionId, + }); materializedPath = matPath; + datasetGroupId = matGroupId; // Load manifest via activity const { manifest } = await customActivities[ @@ -473,48 +474,20 @@ export async function benchmarkRunWorkflow( sample.id, ); - let ocrCachePayload: { ocrResponse: unknown } | undefined; - if (ocrCacheBaselineRunId) { - const loaded = await customActivities["benchmark.loadOcrCache"]( - { - sourceRunId: ocrCacheBaselineRunId, - sampleId: sample.id, - }, - ); - if ( - loaded.ocrResponse === null || - loaded.ocrResponse === undefined - ) { - throw ApplicationFailure.create({ - message: - `OCR cache miss for sample ${sample.id} (baseline run ${ocrCacheBaselineRunId}). ` + - `Run a completed benchmark on this definition with persistOcrCache: true first.`, - nonRetryable: true, - }); - } - ocrCachePayload = { ocrResponse: loaded.ocrResponse }; - } - - // Execute workflow for this sample via the wrapper child workflow. - // The wrapper writes the prediction file and persists OCR cache - // (when configured) from inside its own context, so the heavy - // payloads stay in the wrapper's history, not this parent's. const executeInput: BenchmarkExecuteInput = { sampleId: sample.id, - workflowConfig, + workflowVersionId, configHash: workflowConfigHash, inputPaths, outputBaseDir, - sampleMetadata: { - ...sample.metadata, - ...(ocrCachePayload - ? { __benchmarkOcrCache: ocrCachePayload } - : {}), - }, + sampleMetadata: sample.metadata, predictionOutputDir: outputBaseDir, + groupId: datasetGroupId, persistOcrCache: persistOcrCache ? { sourceRunId: runId } : undefined, + ocrCacheBaselineRunId, + workflowConfigOverrides, timeoutMs, taskQueue: childTaskQueue, }; From f1ac4e650d9ea1f089e66fcdccf1eca61b14f010 Mon Sep 17 00:00:00 2001 From: kmandryk Date: Thu, 28 May 2026 17:09:56 -0700 Subject: [PATCH 14/66] feat(backend): start graph workflows with version hash and overrides Temporal client starts graphWorkflow with workflowVersionId, merged configHash, and overrides; benchmark and ground-truth paths aligned. --- .../benchmark-run.controller.spec.ts | 1 + .../benchmark/benchmark-run.service.spec.ts | 30 +++-- .../src/benchmark/benchmark-run.service.ts | 44 +++---- .../benchmark-temporal.service.spec.ts | 18 +++ .../benchmark/benchmark-temporal.service.ts | 13 +- .../ground-truth-generation.service.spec.ts | 121 ++++++++++++++++++ .../ground-truth-generation.service.ts | 6 +- apps/backend-services/src/ocr/ocr.service.ts | 5 +- .../temporal/temporal-client.service.spec.ts | 62 ++++++++- .../src/temporal/temporal-client.service.ts | 20 ++- .../src/temporal/temporal-data-converter.ts | 7 + .../src/workflow/activity-registry.ts | 2 +- .../src/workflow/graph-workflow-types.ts | 31 ++++- .../src/workflow/workflow.controller.spec.ts | 1 + .../src/workflow/workflow.service.ts | 12 +- 15 files changed, 311 insertions(+), 62 deletions(-) create mode 100644 apps/backend-services/src/temporal/temporal-data-converter.ts diff --git a/apps/backend-services/src/benchmark/benchmark-run.controller.spec.ts b/apps/backend-services/src/benchmark/benchmark-run.controller.spec.ts index b0eb6106e..0ec21b520 100644 --- a/apps/backend-services/src/benchmark/benchmark-run.controller.spec.ts +++ b/apps/backend-services/src/benchmark/benchmark-run.controller.spec.ts @@ -253,6 +253,7 @@ describe("BenchmarkRunController", () => { it("uses source workflow owner as actorId when resolvedIdentity.actorId is absent", async () => { const sourceWorkflow: WorkflowInfo = { + configHash: "hash-1", id: "workflow-1", workflowVersionId: "wv-workflow-1", slug: "wf", diff --git a/apps/backend-services/src/benchmark/benchmark-run.service.spec.ts b/apps/backend-services/src/benchmark/benchmark-run.service.spec.ts index 9f88c9a49..fbc671624 100644 --- a/apps/backend-services/src/benchmark/benchmark-run.service.spec.ts +++ b/apps/backend-services/src/benchmark/benchmark-run.service.spec.ts @@ -10,12 +10,15 @@ import { BadRequestException, NotFoundException } from "@nestjs/common"; import { Test, TestingModule } from "@nestjs/testing"; import { BLOB_STORAGE } from "@/blob-storage/blob-storage.interface"; import { PrismaService } from "@/database/prisma.service"; +import { computeConfigHash } from "../workflow/config-hash"; +import type { GraphWorkflowConfig } from "../workflow/graph-workflow-types"; import { AuditLogService } from "./audit-log.service"; import { BenchmarkErrorDetectionService } from "./benchmark-error-detection.service"; import { BenchmarkRunService } from "./benchmark-run.service"; import { BenchmarkRunDbService } from "./benchmark-run-db.service"; import { BenchmarkTemporalService } from "./benchmark-temporal.service"; import { DatasetService } from "./dataset.service"; +import { applyWorkflowConfigOverrides } from "./workflow-config-overrides"; const ACTOR_ID = "actor-test"; @@ -575,7 +578,9 @@ describe("BenchmarkRunService", () => { expect.any(String), expect.objectContaining({ workflowVersionId: "wv-cand-1", - workflowConfig: candidateConfig, + workflowConfigHash: computeConfigHash( + candidateConfig as unknown as GraphWorkflowConfig, + ), }), ); }); @@ -866,17 +871,24 @@ describe("BenchmarkRunService", () => { await service.startRun("project-1", "def-1", {}, ACTOR_ID); - // Verify the workflow config passed to Temporal has the override applied + const baseConfig = definitionWithOverrides.workflowVersion + .config as GraphWorkflowConfig; + const mergedConfig = applyWorkflowConfigOverrides( + baseConfig, + definitionWithOverrides.workflowConfigOverrides as Record< + string, + unknown + >, + ); + + // Slim Temporal start: versionId + hash + overrides for load-time merge expect(benchmarkTemporal.startBenchmarkRunWorkflow).toHaveBeenCalledWith( "run-1", expect.objectContaining({ - workflowConfig: expect.objectContaining({ - ctx: expect.objectContaining({ - modelId: expect.objectContaining({ - defaultValue: "prebuilt-read", - }), - }), - }), + workflowConfigHash: computeConfigHash(mergedConfig), + workflowConfigOverrides: { + "ctx.modelId.defaultValue": "prebuilt-read", + }, }), ); diff --git a/apps/backend-services/src/benchmark/benchmark-run.service.ts b/apps/backend-services/src/benchmark/benchmark-run.service.ts index 7d7193b3f..7d77b7868 100644 --- a/apps/backend-services/src/benchmark/benchmark-run.service.ts +++ b/apps/backend-services/src/benchmark/benchmark-run.service.ts @@ -26,8 +26,8 @@ import { BLOB_STORAGE, type BlobStorageInterface, } from "@/blob-storage/blob-storage.interface"; -import { computeConfigHash } from "@/workflow/config-hash"; import type { GraphWorkflowConfig } from "@/workflow/graph-workflow-types"; +import { computeConfigHashWithOverrides } from "../workflow/config-hash"; import { AuditLogService } from "./audit-log.service"; import { BenchmarkErrorDetectionService } from "./benchmark-error-detection.service"; import { BenchmarkRunDbService } from "./benchmark-run-db.service"; @@ -52,7 +52,6 @@ import { RunSummaryDto, SampleFailureDto, } from "./dto"; -import { applyWorkflowConfigOverrides } from "./workflow-config-overrides"; @Injectable() export class BenchmarkRunService { @@ -258,15 +257,6 @@ export class BenchmarkRunService { return digest; } - /** - * Same canonical hash as benchmark definitions and Temporal graph runs - * ({@link computeConfigHash}): defaults + key order normalization so an - * in-memory config matches JSON loaded from `workflow_version.config`. - */ - private hashWorkflowConfigJson(config: unknown): string { - return computeConfigHash(config as GraphWorkflowConfig); - } - private async assertOcrCacheBaselineRun( projectId: string, datasetVersionId: string, @@ -381,7 +371,6 @@ export class BenchmarkRunService { const runTags = dto.tags || {}; - let workflowConfigUsed: Record; let workflowConfigHashUsed: string; // Apply workflow config overrides from the definition @@ -397,22 +386,18 @@ export class BenchmarkRunService { `candidateWorkflowVersionId "${dto.candidateWorkflowVersionId}" not found`, ); } - workflowConfigUsed = candidateRow.config as Record; - workflowConfigHashUsed = this.hashWorkflowConfigJson(candidateRow.config); + workflowConfigHashUsed = computeConfigHashWithOverrides( + candidateRow.config as unknown as GraphWorkflowConfig, + ); } else { - const baseConfig = definition.workflowVersion.config as Record< - string, - unknown - >; - if (Object.keys(workflowConfigOverrides).length > 0) { - workflowConfigUsed = applyWorkflowConfigOverrides( - baseConfig as unknown as GraphWorkflowConfig, - workflowConfigOverrides, - ) as unknown as Record; - } else { - workflowConfigUsed = baseConfig; - } - workflowConfigHashUsed = definition.workflowConfigHash; + const baseConfig = definition.workflowVersion + .config as unknown as GraphWorkflowConfig; + workflowConfigHashUsed = computeConfigHashWithOverrides( + baseConfig, + Object.keys(workflowConfigOverrides).length > 0 + ? workflowConfigOverrides + : undefined, + ); } const runParams: Record = { @@ -467,7 +452,6 @@ export class BenchmarkRunService { : undefined, workflowVersionId: dto.candidateWorkflowVersionId ?? definition.workflowVersionId, - workflowConfig: workflowConfigUsed, workflowConfigHash: workflowConfigHashUsed, evaluatorType: definition.evaluatorType, evaluatorConfig: definition.evaluatorConfig as Record< @@ -483,6 +467,10 @@ export class BenchmarkRunService { workerImageDigest: workerImageDigest ?? undefined, persistOcrCache: effectivePersistOcrCache, ocrCacheBaselineRunId: dto.ocrCacheBaselineRunId, + workflowConfigOverrides: + Object.keys(workflowConfigOverrides).length > 0 + ? workflowConfigOverrides + : undefined, }); await this.runDb.postTemporalStartTransaction( diff --git a/apps/backend-services/src/benchmark/benchmark-temporal.service.spec.ts b/apps/backend-services/src/benchmark/benchmark-temporal.service.spec.ts index 20e053eb2..830555dcf 100644 --- a/apps/backend-services/src/benchmark/benchmark-temporal.service.spec.ts +++ b/apps/backend-services/src/benchmark/benchmark-temporal.service.spec.ts @@ -139,6 +139,24 @@ describe("BenchmarkTemporalService", () => { expect(args.workerImageDigest).toBe("sha256:abc"); }); + it("includes workflowConfigOverrides in benchmark run workflow args", async () => { + mockWorkflowStart.mockResolvedValue({ + workflowId: "benchmark-run-run-3", + }); + + await service.startBenchmarkRunWorkflow("run-3", { + ...benchmarkDefinition, + workflowConfigOverrides: { + "ctx.modelId.defaultValue": "prebuilt-read", + }, + }); + + const args = mockWorkflowStart.mock.calls[0][1].args[0]; + expect(args.workflowConfigOverrides).toEqual({ + "ctx.modelId.defaultValue": "prebuilt-read", + }); + }); + it("throws when workflow start fails", async () => { mockWorkflowStart.mockRejectedValue(new Error("Connection refused")); diff --git a/apps/backend-services/src/benchmark/benchmark-temporal.service.ts b/apps/backend-services/src/benchmark/benchmark-temporal.service.ts index ca51c70a6..1ae374940 100644 --- a/apps/backend-services/src/benchmark/benchmark-temporal.service.ts +++ b/apps/backend-services/src/benchmark/benchmark-temporal.service.ts @@ -17,6 +17,7 @@ import { ScheduleClient, type ScheduleDescription, } from "@temporalio/client"; +import { temporalDataConverter } from "../temporal/temporal-data-converter"; import { WORKFLOW_TYPES } from "../temporal/workflow-types"; import type { ScheduleInfoDto } from "./dto"; @@ -61,6 +62,7 @@ export class BenchmarkTemporalService { this.client = new Client({ connection: this.connection, namespace: this.namespace, + dataConverter: temporalDataConverter, }); this.logger.log("Temporal client connected successfully"); @@ -88,7 +90,6 @@ export class BenchmarkTemporalService { splitId?: string; sampleIds?: string[]; workflowVersionId: string; - workflowConfig: Record; workflowConfigHash: string; evaluatorType: string; evaluatorConfig: Record; @@ -98,6 +99,7 @@ export class BenchmarkTemporalService { workerImageDigest?: string; persistOcrCache?: boolean; ocrCacheBaselineRunId?: string; + workflowConfigOverrides?: Record; }, ): Promise { await this.ensureClient(); @@ -121,7 +123,6 @@ export class BenchmarkTemporalService { splitId: benchmarkDefinition.splitId, sampleIds: benchmarkDefinition.sampleIds, workflowVersionId: benchmarkDefinition.workflowVersionId, - workflowConfig: benchmarkDefinition.workflowConfig, workflowConfigHash: benchmarkDefinition.workflowConfigHash, evaluatorType: benchmarkDefinition.evaluatorType, evaluatorConfig: benchmarkDefinition.evaluatorConfig, @@ -131,6 +132,14 @@ export class BenchmarkTemporalService { workerImageDigest: benchmarkDefinition.workerImageDigest, persistOcrCache: benchmarkDefinition.persistOcrCache, ocrCacheBaselineRunId: benchmarkDefinition.ocrCacheBaselineRunId, + ...(benchmarkDefinition.workflowConfigOverrides && + Object.keys(benchmarkDefinition.workflowConfigOverrides).length > + 0 + ? { + workflowConfigOverrides: + benchmarkDefinition.workflowConfigOverrides, + } + : {}), }, ], taskQueue: this.taskQueue, diff --git a/apps/backend-services/src/benchmark/ground-truth-generation.service.spec.ts b/apps/backend-services/src/benchmark/ground-truth-generation.service.spec.ts index 673f8c669..0498d622b 100644 --- a/apps/backend-services/src/benchmark/ground-truth-generation.service.spec.ts +++ b/apps/backend-services/src/benchmark/ground-truth-generation.service.spec.ts @@ -529,6 +529,127 @@ describe("GroundTruthGenerationService", () => { }); }); + describe("processJob", () => { + let processJob: ( + jobId: string, + datasetId: string, + versionId: string, + storagePrefix: string, + groupId: string, + ) => Promise; + + beforeEach(() => { + processJob = ( + service as unknown as { + processJob: ( + jobId: string, + datasetId: string, + versionId: string, + storagePrefix: string, + groupId: string, + ) => Promise; + } + ).processJob.bind(service); + }); + + it("passes workflowConfigOverrides as third argument to requestOcr", async () => { + const jobOverrides = { "ctx.modelId.defaultValue": "prebuilt-read" }; + mockJobDb.findJob.mockResolvedValue({ + id: "job-1", + sampleId: "doc-001", + status: GroundTruthJobStatus.pending, + workflowVersionId: "wv-1", + workflowConfigOverrides: jobOverrides, + }); + (mockBlobStorage.read as jest.Mock).mockImplementation( + async (key: string) => { + if (key.endsWith("dataset-manifest.json")) { + return Buffer.from(JSON.stringify(sampleManifest)); + } + return Buffer.from("%PDF-1.4"); + }, + ); + mockJobDb.findWorkflowConfig.mockResolvedValue({ + config: { + schemaVersion: "1.0", + metadata: {}, + entryNodeId: "n1", + ctx: { + modelId: { type: "string", defaultValue: "prebuilt-layout" }, + }, + nodes: {}, + edges: [], + }, + }); + mockDocumentService.createDocument.mockResolvedValue(undefined); + mockOcrService.requestOcr.mockResolvedValue({ + workflowId: "graph-doc-1", + status: DocumentStatus.ongoing_ocr, + }); + + await processJob( + "job-1", + "dataset-1", + "version-1", + "datasets/dataset-1/version-1", + "test-group", + ); + + expect(mockOcrService.requestOcr).toHaveBeenCalledWith( + expect.any(String), + { confidenceThreshold: 0 }, + jobOverrides, + ); + }); + + it("omits third argument to requestOcr when job has no overrides", async () => { + mockJobDb.findJob.mockResolvedValue({ + id: "job-2", + sampleId: "doc-001", + status: GroundTruthJobStatus.pending, + workflowVersionId: "wv-1", + workflowConfigOverrides: null, + }); + (mockBlobStorage.read as jest.Mock).mockImplementation( + async (key: string) => { + if (key.endsWith("dataset-manifest.json")) { + return Buffer.from(JSON.stringify(sampleManifest)); + } + return Buffer.from("%PDF-1.4"); + }, + ); + mockJobDb.findWorkflowConfig.mockResolvedValue({ + config: { + schemaVersion: "1.0", + metadata: {}, + entryNodeId: "n1", + ctx: {}, + nodes: {}, + edges: [], + }, + }); + mockDocumentService.createDocument.mockResolvedValue(undefined); + mockOcrService.requestOcr.mockResolvedValue({ + workflowId: "graph-doc-2", + status: DocumentStatus.ongoing_ocr, + }); + + await processJob( + "job-2", + "dataset-1", + "version-1", + "datasets/dataset-1/version-1", + "test-group", + ); + + expect(mockOcrService.requestOcr).toHaveBeenCalledWith( + expect.any(String), + { confidenceThreshold: 0 }, + undefined, + ); + }); + }); + describe("reopenJob", () => { it("should revert job status to awaiting_review and clear groundTruthPath", async () => { mockJobDb.updateJob.mockResolvedValue(undefined); diff --git a/apps/backend-services/src/benchmark/ground-truth-generation.service.ts b/apps/backend-services/src/benchmark/ground-truth-generation.service.ts index ffdce5890..2dfe88e2e 100644 --- a/apps/backend-services/src/benchmark/ground-truth-generation.service.ts +++ b/apps/backend-services/src/benchmark/ground-truth-generation.service.ts @@ -443,12 +443,12 @@ export class GroundTruthGenerationService { }); // Start OCR workflow with confidenceThreshold=0 to skip humanGate. - // Pass the override-applied graph so exposed-param overrides take effect. + // Overrides are merged when the worker loads graph config. const ocrResult = await this.ocrService.requestOcr( documentId, { confidenceThreshold: 0 }, - effectiveConfig && jobOverrides && Object.keys(jobOverrides).length > 0 - ? effectiveConfig + jobOverrides && Object.keys(jobOverrides).length > 0 + ? jobOverrides : undefined, ); diff --git a/apps/backend-services/src/ocr/ocr.service.ts b/apps/backend-services/src/ocr/ocr.service.ts index fc6e706ee..df7aa2641 100644 --- a/apps/backend-services/src/ocr/ocr.service.ts +++ b/apps/backend-services/src/ocr/ocr.service.ts @@ -16,7 +16,6 @@ import { validateBlobFilePath } from "@/blob-storage/storage-path-builder"; import { DocumentService } from "@/document/document.service"; import { AppLoggerService } from "@/logging/app-logger.service"; import { TemporalClientService } from "@/temporal/temporal-client.service"; -import type { GraphWorkflowConfig } from "@/workflow/graph-workflow-types"; export interface OcrRequestResponse { status: DocumentStatus; @@ -65,7 +64,7 @@ export class OcrService { async requestOcr( documentId: string, ctxOverrides?: Record, - graphOverride?: GraphWorkflowConfig, + workflowConfigOverrides?: Record, ): Promise { this.logger.debug(`Document ID: ${documentId || "N/A"}`); // Find filepath of document @@ -139,7 +138,7 @@ export class OcrService { workflowConfigId, initialCtx, document.group_id, - graphOverride, + workflowConfigOverrides, ); // Update document with workflow configuration ID and Temporal workflow execution ID diff --git a/apps/backend-services/src/temporal/temporal-client.service.spec.ts b/apps/backend-services/src/temporal/temporal-client.service.spec.ts index f01687f9c..9a36f2a2e 100644 --- a/apps/backend-services/src/temporal/temporal-client.service.spec.ts +++ b/apps/backend-services/src/temporal/temporal-client.service.spec.ts @@ -3,9 +3,14 @@ import { Test, TestingModule } from "@nestjs/testing"; import { Client, Connection } from "@temporalio/client"; import { AppLoggerService } from "@/logging/app-logger.service"; import { mockAppLogger } from "@/testUtils/mockAppLogger"; +import { + computeConfigHash, + computeConfigHashWithOverrides, +} from "../workflow/config-hash"; import type { GraphWorkflowConfig } from "../workflow/graph-workflow-types"; import { WorkflowService } from "../workflow/workflow.service"; import { TemporalClientService } from "./temporal-client.service"; +import { temporalDataConverter } from "./temporal-data-converter"; const graphConfig: GraphWorkflowConfig = { schemaVersion: "1.0", @@ -155,6 +160,7 @@ describe("TemporalClientService", () => { expect(Client).toHaveBeenCalledWith({ connection: mockConnection, namespace: "default", + dataConverter: temporalDataConverter, }); }); @@ -187,6 +193,7 @@ describe("TemporalClientService", () => { expect(Client).toHaveBeenCalledWith({ connection: mockConnection, namespace: "default", + dataConverter: temporalDataConverter, }); await newService.onModuleDestroy(); @@ -257,13 +264,13 @@ describe("TemporalClientService", () => { expect.objectContaining({ args: [ { - graph: graphConfig, + workflowVersionId: "workflow-123", initialCtx: { documentId: "doc-123", fileName: "test.pdf", fileType: "pdf", }, - configHash: expect.any(String), + configHash: computeConfigHash(graphConfig), runnerVersion: "1.0.0", groupId: "g-test", }, @@ -274,6 +281,57 @@ describe("TemporalClientService", () => { ); }); + it("includes workflowConfigOverrides and merged configHash when provided", async () => { + mockClient.workflow.start.mockResolvedValue(mockWorkflowHandle); + + const overrides = { "ctx.modelId.defaultValue": "prebuilt-read" }; + const graphWithModel: GraphWorkflowConfig = { + ...graphConfig, + ctx: { + ...graphConfig.ctx, + modelId: { type: "string", defaultValue: "prebuilt-layout" }, + }, + }; + mockWorkflowService.getWorkflowVersionById.mockResolvedValue({ + id: "workflow-123", + workflowVersionId: "workflow-123", + slug: "graph-workflow", + name: "Graph Workflow", + description: "Test graph", + actorId: "user-1", + groupId: "g-test", + config: graphWithModel, + schemaVersion: "1.0", + version: 1, + configHash: computeConfigHash(graphWithModel), + createdAt: new Date(), + updatedAt: new Date(), + }); + + await service.startGraphWorkflow( + "doc-123", + "workflow-123", + { documentId: "doc-123" }, + "g-test", + overrides, + ); + + expect(mockClient.workflow.start).toHaveBeenCalledWith( + "graphWorkflow", + expect.objectContaining({ + args: [ + expect.objectContaining({ + workflowConfigOverrides: overrides, + configHash: computeConfigHashWithOverrides( + graphWithModel, + overrides, + ), + }), + ], + }), + ); + }); + it("should throw error if client not initialized", async () => { const newService = new TemporalClientService( configService, diff --git a/apps/backend-services/src/temporal/temporal-client.service.ts b/apps/backend-services/src/temporal/temporal-client.service.ts index c0a338213..0642fb3b2 100644 --- a/apps/backend-services/src/temporal/temporal-client.service.ts +++ b/apps/backend-services/src/temporal/temporal-client.service.ts @@ -4,9 +4,10 @@ import { ConfigService } from "@nestjs/config"; import { Client, Connection } from "@temporalio/client"; import { AppLoggerService } from "@/logging/app-logger.service"; import { getRequestContext } from "@/logging/request-context"; -import { computeConfigHash } from "../workflow/config-hash"; +import { computeConfigHashWithOverrides } from "../workflow/config-hash"; import type { GraphWorkflowConfig } from "../workflow/graph-workflow-types"; import { WorkflowService } from "../workflow/workflow.service"; +import { temporalDataConverter } from "./temporal-data-converter"; import { WORKFLOW_TYPES } from "./workflow-types"; @Injectable() @@ -161,6 +162,7 @@ export class TemporalClientService implements OnModuleInit, OnModuleDestroy { this.client = new Client({ connection: this.connection, namespace: this.namespace, + dataConverter: temporalDataConverter, }); this.logger.log("Temporal client connected successfully"); @@ -193,7 +195,7 @@ export class TemporalClientService implements OnModuleInit, OnModuleDestroy { workflowConfigId: string, initialCtx: Record, groupId: string | null, - graphOverride?: GraphWorkflowConfig, + workflowConfigOverrides?: Record, ): Promise { this.ensureClientInitialized(); @@ -211,23 +213,29 @@ export class TemporalClientService implements OnModuleInit, OnModuleDestroy { ); } - const graph = (graphOverride ?? - workflowConfig.config) as GraphWorkflowConfig; - const configHash = computeConfigHash(graph); + const graph = workflowConfig.config as GraphWorkflowConfig; + const configHash = computeConfigHashWithOverrides( + graph, + workflowConfigOverrides, + ); const runnerVersion = "1.0.0"; const workflowType = WORKFLOW_TYPES.GRAPH_WORKFLOW; const requestId = getRequestContext()?.requestId; + const hasOverrides = + workflowConfigOverrides !== undefined && + Object.keys(workflowConfigOverrides).length > 0; const handle = await this.client!.workflow.start(workflowType, { args: [ { - graph, + workflowVersionId: workflowConfigId, initialCtx, configHash, runnerVersion, groupId, ...(requestId && { requestId }), + ...(hasOverrides && { workflowConfigOverrides }), }, ], taskQueue: this.taskQueue, diff --git a/apps/backend-services/src/temporal/temporal-data-converter.ts b/apps/backend-services/src/temporal/temporal-data-converter.ts new file mode 100644 index 000000000..a9e82bc7e --- /dev/null +++ b/apps/backend-services/src/temporal/temporal-data-converter.ts @@ -0,0 +1,7 @@ +import { GzipPayloadCodec } from "@ai-di/temporal-payload-codec"; +import { DefaultPayloadConverter } from "@temporalio/common"; + +export const temporalDataConverter = { + payloadConverter: new DefaultPayloadConverter(), + payloadCodecs: [new GzipPayloadCodec()], +}; diff --git a/apps/backend-services/src/workflow/activity-registry.ts b/apps/backend-services/src/workflow/activity-registry.ts index 588ad93e0..c705e8f65 100644 --- a/apps/backend-services/src/workflow/activity-registry.ts +++ b/apps/backend-services/src/workflow/activity-registry.ts @@ -97,7 +97,7 @@ export const REGISTERED_ACTIVITY_TYPES: Record = }, "document.extractToBase64": { description: - "Extract a page range from a PDF blob and return it as base64 (no blob write)", + "Extract a page range from a PDF blob, write to blob storage, return pageBlobPath", }, "document.normalizeOrientation": { description: diff --git a/apps/backend-services/src/workflow/graph-workflow-types.ts b/apps/backend-services/src/workflow/graph-workflow-types.ts index 0beaed53c..281f814f9 100644 --- a/apps/backend-services/src/workflow/graph-workflow-types.ts +++ b/apps/backend-services/src/workflow/graph-workflow-types.ts @@ -25,6 +25,8 @@ export interface GraphMetadata { description?: string; version?: string; tags?: string[]; + /** SHA-256 of normalized config; set on save, excluded from hash input. */ + configHash?: string; } export interface CtxDeclaration { @@ -249,20 +251,39 @@ export type ValueRef = // Execution I/O // --------------------------------------------------------------------------- +export interface OcrPayloadRef { + documentId: string; + blobPath: string; + storage: "blob"; + byteLength?: number; + pageCount?: number; + status?: string; +} + export interface GraphWorkflowInput { - graph: GraphWorkflowConfig; - initialCtx: Record; + workflowVersionId: string; configHash: string; + initialCtx: Record; runnerVersion: string; parentWorkflowId?: string; - /** Correlation ID from the API request; included for cross-service tracing. */ requestId?: string; + groupId?: string | null; + /** Exposed-param overrides merged when loading graph config in the worker. */ + workflowConfigOverrides?: Record; } export interface GraphWorkflowResult { - ctx: Record; - completedNodes: string[]; status: "completed" | "failed" | "cancelled"; + completedNodes: string[]; + documentId?: string; + refs?: { + ocrResponseRef?: OcrPayloadRef; + ocrResultRef?: OcrPayloadRef; + cleanedResultRef?: OcrPayloadRef; + }; + failedNodeId?: string; + outputPaths?: string[]; + error?: string; } // --------------------------------------------------------------------------- diff --git a/apps/backend-services/src/workflow/workflow.controller.spec.ts b/apps/backend-services/src/workflow/workflow.controller.spec.ts index 0875530b6..59a9aa8a1 100644 --- a/apps/backend-services/src/workflow/workflow.controller.spec.ts +++ b/apps/backend-services/src/workflow/workflow.controller.spec.ts @@ -38,6 +38,7 @@ const mockWorkflowInfo: WorkflowInfo = { config: mockGraphConfig, schemaVersion: "1.0", version: 1, + configHash: "abc123", createdAt: new Date(), updatedAt: new Date(), }; diff --git a/apps/backend-services/src/workflow/workflow.service.ts b/apps/backend-services/src/workflow/workflow.service.ts index ed4b42798..ff23e6efa 100644 --- a/apps/backend-services/src/workflow/workflow.service.ts +++ b/apps/backend-services/src/workflow/workflow.service.ts @@ -7,6 +7,7 @@ import { } from "@nestjs/common"; import { PrismaService } from "@/database/prisma.service"; import { AppLoggerService } from "@/logging/app-logger.service"; +import { computeConfigHash, stampConfigWithPersistedHash } from "./config-hash"; import { validateGraphConfig } from "./graph-schema-validator"; import { GraphWorkflowConfig } from "./graph-workflow-types"; @@ -35,6 +36,8 @@ export interface WorkflowInfo { schemaVersion: string; /** Immutable version number (WorkflowVersion.version_number) */ version: number; + /** SHA-256 of normalized config (also stored in config.metadata.configHash). */ + configHash: string; createdAt: Date; updatedAt: Date; } @@ -117,6 +120,7 @@ export class WorkflowService { }, ): WorkflowInfo { const config = this.asGraphConfig(version.config); + const configHash = config.metadata?.configHash ?? computeConfigHash(config); return { id: lineage.id, workflowVersionId: version.id, @@ -128,6 +132,7 @@ export class WorkflowService { config, schemaVersion: config.schemaVersion, version: version.version_number, + configHash, createdAt: lineage.created_at, updatedAt: lineage.updated_at, }; @@ -403,6 +408,7 @@ export class WorkflowService { errors: validation.errors, }); } + const configToPersist = stampConfigWithPersistedHash(dto.config); const full = await this.prisma.$transaction(async (tx) => { const slug = await this.resolveUniqueSlug(dto.groupId, dto.name, tx); @@ -419,7 +425,7 @@ export class WorkflowService { data: { lineage_id: lineageRow.id, version_number: 1, - config: dto.config as object, + config: configToPersist as object, }, }); await tx.workflowLineage.update({ @@ -529,7 +535,7 @@ export class WorkflowService { data: { lineage_id: lineageId, version_number: nextNum, - config: nextConfig as object, + config: stampConfigWithPersistedHash(nextConfig) as object, }, }); await tx.workflowLineage.update({ @@ -669,7 +675,7 @@ export class WorkflowService { data: { lineage_id: lineageRow.id, version_number: 1, - config: candidateConfig as object, + config: stampConfigWithPersistedHash(candidateConfig) as object, }, }); await tx.workflowLineage.update({ From aa1bc3a1104fd4e5f948abe21296111ef669e396 Mon Sep 17 00:00:00 2001 From: kmandryk Date: Thu, 28 May 2026 17:10:05 -0700 Subject: [PATCH 15/66] feat(workflow): add OCR ref migrator and update workflow templates CLI migrates workflow configs to ocrResponseRef/ocrResultRef keys; seed and template JSON updated for ref-based ctx ports. --- .../migrate-workflow-config-ocr-refs.ts | 109 +++++ .../src/document/document.service.ts | 6 +- .../migrate-graph-config-ocr-refs.spec.ts | 90 ++++ .../workflow/migrate-graph-config-ocr-refs.ts | 389 ++++++++++++++++++ apps/shared/prisma/seed.ts | 2 +- .../mistral-standard-ocr-workflow.json | 20 +- .../templates/multi-page-report-workflow.json | 14 +- .../standard-ocr-workflow-normalize.json | 35 +- ...tandard-ocr-workflow-with-corrections.json | 43 +- ...dard-ocr-workflow-with-payment-lookup.json | 31 +- .../templates/standard-ocr-workflow.json | 31 +- .../example-pdf-extraction-workflow.json | 44 +- 12 files changed, 714 insertions(+), 100 deletions(-) create mode 100644 apps/backend-services/scripts/migrate-workflow-config-ocr-refs.ts create mode 100644 apps/backend-services/src/workflow/migrate-graph-config-ocr-refs.spec.ts create mode 100644 apps/backend-services/src/workflow/migrate-graph-config-ocr-refs.ts diff --git a/apps/backend-services/scripts/migrate-workflow-config-ocr-refs.ts b/apps/backend-services/scripts/migrate-workflow-config-ocr-refs.ts new file mode 100644 index 000000000..16e8e5236 --- /dev/null +++ b/apps/backend-services/scripts/migrate-workflow-config-ocr-refs.ts @@ -0,0 +1,109 @@ +/** + * CLI: migrate workflow_versions.config to OCR *Ref ctx keys. + * + * Usage: + * npx tsx scripts/migrate-workflow-config-ocr-refs.ts [--apply] [--refresh-benchmark-hashes] + */ + +import "dotenv/config"; +import { PrismaClient } from "@generated/client"; +import { PrismaPg } from "@prisma/adapter-pg"; +import { getPrismaPgOptions } from "../src/utils/database-url"; +import { computeConfigHash } from "../src/workflow/config-hash"; +import { validateGraphConfig } from "../src/workflow/graph-schema-validator"; +import type { GraphWorkflowConfig } from "../src/workflow/graph-workflow-types"; +import { + findLegacyOcrIdentifiers, + migrateGraphConfigToOcrRefs, +} from "../src/workflow/migrate-graph-config-ocr-refs"; + +const apply = process.argv.includes("--apply"); +const refreshBenchmarkHashes = process.argv.includes( + "--refresh-benchmark-hashes", +); + +async function main(): Promise { + const databaseUrl = process.env.DATABASE_URL; + if (!databaseUrl) { + throw new Error("DATABASE_URL is required"); + } + const prisma = new PrismaClient({ + adapter: new PrismaPg(getPrismaPgOptions(databaseUrl)), + }); + const versions = await prisma.workflowVersion.findMany({ + select: { id: true, config: true }, + }); + + let changed = 0; + const failures: string[] = []; + + for (const row of versions) { + const config = row.config as unknown as GraphWorkflowConfig; + const migrated = migrateGraphConfigToOcrRefs(config); + const validation = validateGraphConfig(migrated); + const legacy = findLegacyOcrIdentifiers(migrated); + + if (!validation.valid) { + failures.push( + `${row.id}: validation ${JSON.stringify(validation.errors)}`, + ); + continue; + } + if (legacy.length > 0) { + failures.push(`${row.id}: legacy keys ${JSON.stringify(legacy)}`); + continue; + } + + if (JSON.stringify(config) !== JSON.stringify(migrated)) { + changed++; + if (apply) { + await prisma.workflowVersion.update({ + where: { id: row.id }, + data: { config: migrated as object }, + }); + } + } + } + + console.log( + JSON.stringify( + { + mode: apply ? "apply" : "dry-run", + total: versions.length, + changed, + failures, + }, + null, + 2, + ), + ); + + if (refreshBenchmarkHashes && apply) { + // Definition.workflowConfigHash is the base config hash only; overrides are + // stored separately and merged at run time via computeConfigHashWithOverrides. + const definitions = await prisma.benchmarkDefinition.findMany(); + for (const def of definitions) { + const version = await prisma.workflowVersion.findUnique({ + where: { id: def.workflowVersionId }, + }); + if (!version?.config) continue; + const hash = computeConfigHash(version.config as GraphWorkflowConfig); + await prisma.benchmarkDefinition.update({ + where: { id: def.id }, + data: { workflowConfigHash: hash }, + }); + } + console.log(`Refreshed ${definitions.length} benchmark definition hashes`); + } + + if (failures.length > 0) { + process.exitCode = 1; + } + + await prisma.$disconnect(); +} + +main().catch((err) => { + console.error(err); + process.exit(1); +}); diff --git a/apps/backend-services/src/document/document.service.ts b/apps/backend-services/src/document/document.service.ts index e4e350ead..4c13d3902 100644 --- a/apps/backend-services/src/document/document.service.ts +++ b/apps/backend-services/src/document/document.service.ts @@ -242,7 +242,11 @@ export class DocumentService { } /** - * Deletes a document and its associated blob storage file. + * Deletes a document and its associated blob storage under the OCR prefix. + * + * Removes all objects under `{groupId}/ocr/{documentId}/` (workflow OCR payload + * refs: azure-response.json, ocr-result.json, cleaned-result.json, pages/, etc.) + * in addition to the document row. Deletion is best-effort if blob storage fails. * * Refuses to delete documents whose OCR pipeline is still in flight * (`pre_ocr` or `ongoing_ocr`) to avoid orphaning Temporal workflows. The diff --git a/apps/backend-services/src/workflow/migrate-graph-config-ocr-refs.spec.ts b/apps/backend-services/src/workflow/migrate-graph-config-ocr-refs.spec.ts new file mode 100644 index 000000000..baaa2c1e4 --- /dev/null +++ b/apps/backend-services/src/workflow/migrate-graph-config-ocr-refs.spec.ts @@ -0,0 +1,90 @@ +import type { GraphWorkflowConfig } from "./graph-workflow-types"; +import { + findLegacyOcrIdentifiers, + migrateExtractToBase64Bindings, + migrateGraphConfigToOcrRefs, + renameBase64ExtractCtxKey, +} from "./migrate-graph-config-ocr-refs"; + +describe("migrateGraphConfigToOcrRefs", () => { + it("renames ctx keys and bindings idempotently", () => { + const config = { + schemaVersion: "1.0", + metadata: { name: "t", description: "", tags: [] }, + entryNodeId: "poll", + ctx: { + ocrResponse: { type: "object" }, + ocrResult: { type: "object" }, + }, + nodes: { + poll: { + id: "poll", + type: "pollUntil", + activityType: "azureOcr.poll", + outputs: [{ port: "response", ctxKey: "ocrResponse" }], + condition: { + operator: "not-equals", + left: { ref: "ctx.ocrResponse.status" }, + right: { literal: "running" }, + }, + }, + }, + edges: [], + } as unknown as GraphWorkflowConfig; + + const once = migrateGraphConfigToOcrRefs(config); + expect(once.ctx.ocrResponseRef).toBeDefined(); + expect(once.ctx.ocrResultRef).toBeDefined(); + expect(findLegacyOcrIdentifiers(once)).toHaveLength(0); + + const twice = migrateGraphConfigToOcrRefs(once); + expect(twice.ctx.ocrResponseRefRef).toBeUndefined(); + expect(findLegacyOcrIdentifiers(twice)).toHaveLength(0); + }); + + it("renames extractToBase64 base64 port bindings to pageBlobPath", () => { + expect(renameBase64ExtractCtxKey("section2Base64")).toBe( + "section2PageBlobPath", + ); + + const config = { + schemaVersion: "1.0", + metadata: { name: "t", description: "" }, + entryNodeId: "extract", + ctx: { + section2Base64: { type: "string" }, + }, + nodes: { + extract: { + id: "extract", + type: "activity", + activityType: "document.extractToBase64", + label: "Extract", + outputs: [ + { port: "base64", ctxKey: "section2Base64" }, + { port: "pageCount", ctxKey: "section2PageCount" }, + ], + }, + }, + edges: [], + } as unknown as GraphWorkflowConfig; + + const migrated = migrateExtractToBase64Bindings(config); + const node = migrated.nodes.extract as { + inputs?: Array<{ port: string; ctxKey: string }>; + outputs?: Array<{ port: string; ctxKey: string }>; + }; + expect(migrated.ctx.section2PageBlobPath).toBeDefined(); + expect(migrated.ctx.section2Base64).toBeUndefined(); + expect(node.outputs?.[0]).toEqual({ + port: "pageBlobPath", + ctxKey: "section2PageBlobPath", + }); + expect(node.inputs).toEqual( + expect.arrayContaining([ + { port: "groupId", ctxKey: "groupId" }, + { port: "documentId", ctxKey: "documentId" }, + ]), + ); + }); +}); diff --git a/apps/backend-services/src/workflow/migrate-graph-config-ocr-refs.ts b/apps/backend-services/src/workflow/migrate-graph-config-ocr-refs.ts new file mode 100644 index 000000000..a3971f08c --- /dev/null +++ b/apps/backend-services/src/workflow/migrate-graph-config-ocr-refs.ts @@ -0,0 +1,389 @@ +import type { GraphWorkflowConfig } from "./graph-workflow-types"; + +const LEGACY_CTX_KEYS = ["ocrResponse", "ocrResult", "cleanedResult"] as const; + +const RENAME_MAP: Record = { + ocrResponse: "ocrResponseRef", + ocrResult: "ocrResultRef", + cleanedResult: "cleanedResultRef", +}; + +function renameKey(key: string): string { + return RENAME_MAP[key] ?? key; +} + +const EXTRACT_TO_BASE64_ACTIVITY = "document.extractToBase64"; + +/** Rename ctx keys that held inline base64 from `document.extractToBase64`. */ +export function renameBase64ExtractCtxKey(ctxKey: string): string { + if (ctxKey.endsWith("Base64")) { + return `${ctxKey.slice(0, -6)}PageBlobPath`; + } + if (ctxKey.endsWith("base64")) { + return `${ctxKey.slice(0, -6)}pageBlobPath`; + } + return `${ctxKey}PageBlobPath`; +} + +function migrateFieldMappingForRenamedKeys( + value: string, + keyRenames: Map, +): string { + let result = migrateFieldMappingString(value); + for (const [oldKey, newKey] of keyRenames) { + result = result.replace( + new RegExp(`\\{\\{${oldKey}\\.`, "g"), + `{{${newKey}.`, + ); + result = result.replace( + new RegExp(`\\{\\{ctx\\.${oldKey}\\.`, "g"), + `{{ctx.${newKey}.`, + ); + } + return result; +} + +function walkTransformMappingsWithRenames( + value: unknown, + keyRenames: Map, +): unknown { + if (typeof value === "string") { + return migrateFieldMappingForRenamedKeys(value, keyRenames); + } + if (Array.isArray(value)) { + return value.map((item) => + walkTransformMappingsWithRenames(item, keyRenames), + ); + } + if (value && typeof value === "object") { + const obj = value as Record; + const out: Record = {}; + for (const [k, v] of Object.entries(obj)) { + out[k] = walkTransformMappingsWithRenames(v, keyRenames); + } + return out; + } + return value; +} + +function collectExtractToBase64KeyRenames( + config: GraphWorkflowConfig, +): Map { + const renames = new Map(); + for (const node of Object.values(config.nodes ?? {})) { + const activityNode = node as { + activityType?: string; + outputs?: Array<{ port?: string; ctxKey?: string }>; + }; + if (activityNode.activityType !== EXTRACT_TO_BASE64_ACTIVITY) { + continue; + } + for (const output of activityNode.outputs ?? []) { + if (output.port === "base64" && typeof output.ctxKey === "string") { + renames.set(output.ctxKey, renameBase64ExtractCtxKey(output.ctxKey)); + } + } + } + return renames; +} + +function applyCtxKeyRenames(key: string, renames: Map): string { + return renames.get(key) ?? renameKey(key); +} + +function migrateNodeWithRenames( + node: Record, + keyRenames: Map, +): Record { + const activityType = node.activityType as string | undefined; + const migrated = migrateNode(node); + + if (Array.isArray(migrated.inputs)) { + migrated.inputs = (migrated.inputs as Array>).map( + (input) => ({ + ...input, + ctxKey: + typeof input.ctxKey === "string" + ? applyCtxKeyRenames(input.ctxKey, keyRenames) + : input.ctxKey, + }), + ); + } + + if (activityType === EXTRACT_TO_BASE64_ACTIVITY) { + const inputs = [ + ...((migrated.inputs as Array>) ?? []), + ]; + const inputPorts = new Set( + inputs + .map((i) => i.port) + .filter((p): p is string => typeof p === "string"), + ); + if (!inputPorts.has("groupId")) { + inputs.push({ port: "groupId", ctxKey: "groupId" }); + } + if (!inputPorts.has("documentId")) { + inputs.push({ port: "documentId", ctxKey: "documentId" }); + } + migrated.inputs = inputs; + } + + if ( + activityType === EXTRACT_TO_BASE64_ACTIVITY && + Array.isArray(migrated.outputs) + ) { + migrated.outputs = (migrated.outputs as Array>).map( + (output) => { + if (output.port === "base64") { + const oldKey = + typeof output.ctxKey === "string" ? output.ctxKey : "pageBlobPath"; + const newKey = + keyRenames.get(oldKey) ?? renameBase64ExtractCtxKey(oldKey); + return { ...output, port: "pageBlobPath", ctxKey: newKey }; + } + return { + ...output, + ctxKey: + typeof output.ctxKey === "string" + ? applyCtxKeyRenames(output.ctxKey, keyRenames) + : output.ctxKey, + }; + }, + ); + } else if (Array.isArray(migrated.outputs)) { + migrated.outputs = (migrated.outputs as Array>).map( + (output) => ({ + ...output, + ctxKey: + typeof output.ctxKey === "string" + ? applyCtxKeyRenames(output.ctxKey, keyRenames) + : output.ctxKey, + }), + ); + } + + if (migrated.parameters && typeof migrated.parameters === "object") { + migrated.parameters = walkTransformMappingsWithRenames( + migrated.parameters, + keyRenames, + ); + } + + if (migrated.condition) { + migrated.condition = walkConditionRefs(migrated.condition); + } + + return migrated; +} + +/** + * Migrate `document.extractToBase64` port `base64` → `pageBlobPath` and related ctx keys. + */ +export function migrateExtractToBase64Bindings( + config: GraphWorkflowConfig, +): GraphWorkflowConfig { + const keyRenames = collectExtractToBase64KeyRenames(config); + if (keyRenames.size === 0) { + return config; + } + + const ctx: GraphWorkflowConfig["ctx"] = {}; + for (const [key, decl] of Object.entries(config.ctx ?? {})) { + const newKey = keyRenames.get(key) ?? key; + ctx[newKey] = decl; + } + + const nodes: GraphWorkflowConfig["nodes"] = {}; + for (const [nodeId, node] of Object.entries(config.nodes ?? {})) { + nodes[nodeId] = migrateNodeWithRenames( + node as unknown as Record, + keyRenames, + ) as unknown as GraphWorkflowConfig["nodes"][string]; + } + + return { ...config, ctx, nodes }; +} + +function walkConditionRefs(value: unknown): unknown { + if (Array.isArray(value)) { + return value.map((item) => walkConditionRefs(item)); + } + if (value && typeof value === "object") { + const obj = value as Record; + const out: Record = {}; + for (const [k, v] of Object.entries(obj)) { + if (k === "ref" && typeof v === "string") { + let ref = v; + for (const legacy of LEGACY_CTX_KEYS) { + ref = ref.replace( + new RegExp(`ctx\\.${legacy}(\\.|$)`, "g"), + `ctx.${RENAME_MAP[legacy]}$1`, + ); + ref = ref.replace( + new RegExp(`^${legacy}(\\.|$)`), + `${RENAME_MAP[legacy]}$1`, + ); + } + out[k] = ref; + } else { + out[k] = walkConditionRefs(v); + } + } + return out; + } + return value; +} + +function migrateFieldMappingString(s: string): string { + let result = s; + for (const legacy of LEGACY_CTX_KEYS) { + result = result.replace( + new RegExp(`\\{\\{${legacy}\\.`, "g"), + `{{${RENAME_MAP[legacy]}.`, + ); + result = result.replace( + new RegExp(`\\{\\{ctx\\.${legacy}\\.`, "g"), + `{{ctx.${RENAME_MAP[legacy]}.`, + ); + } + return result; +} + +function walkTransformMappings(value: unknown): unknown { + if (typeof value === "string") { + return migrateFieldMappingString(value); + } + if (Array.isArray(value)) { + return value.map((item) => walkTransformMappings(item)); + } + if (value && typeof value === "object") { + const obj = value as Record; + const out: Record = {}; + for (const [k, v] of Object.entries(obj)) { + out[k] = walkTransformMappings(v); + } + return out; + } + return value; +} + +function migrateNode(node: Record): Record { + const migrated: Record = { ...node }; + + if (Array.isArray(node.inputs)) { + migrated.inputs = (node.inputs as Array>).map( + (input) => ({ + ...input, + ctxKey: + typeof input.ctxKey === "string" + ? renameKey(input.ctxKey) + : input.ctxKey, + }), + ); + } + + if (Array.isArray(node.outputs)) { + migrated.outputs = (node.outputs as Array>).map( + (output) => ({ + ...output, + ctxKey: + typeof output.ctxKey === "string" + ? renameKey(output.ctxKey) + : output.ctxKey, + }), + ); + } + + if (node.condition) { + migrated.condition = walkConditionRefs(node.condition); + } + + if (node.parameters && typeof node.parameters === "object") { + migrated.parameters = walkTransformMappings(node.parameters); + } + + return migrated; +} + +/** + * Migrate graph config ctx keys and bindings from inline OCR keys to *Ref keys. + * Idempotent: will not produce ocrResultRefRef. + */ +export function migrateGraphConfigToOcrRefs( + config: GraphWorkflowConfig, +): GraphWorkflowConfig { + const ctx: GraphWorkflowConfig["ctx"] = {}; + for (const [key, decl] of Object.entries(config.ctx ?? {})) { + ctx[renameKey(key)] = decl; + } + + const nodes: GraphWorkflowConfig["nodes"] = {}; + for (const [nodeId, node] of Object.entries(config.nodes ?? {})) { + nodes[nodeId] = migrateNode( + node as unknown as Record, + ) as unknown as GraphWorkflowConfig["nodes"][string]; + } + + return migrateExtractToBase64Bindings({ + ...config, + ctx, + nodes, + }); +} + +export interface LegacyOcrKeyViolation { + path: string; + key: string; +} + +/** Structured gate: find legacy ctx key names still present after migration. */ +export function findLegacyOcrIdentifiers( + config: unknown, + path = "config", +): LegacyOcrKeyViolation[] { + const violations: LegacyOcrKeyViolation[] = []; + + const visit = (value: unknown, currentPath: string): void => { + if (Array.isArray(value)) { + for (let i = 0; i < value.length; i++) { + visit(value[i], `${currentPath}[${i}]`); + } + return; + } + if (value && typeof value === "object") { + const obj = value as Record; + for (const [k, v] of Object.entries(obj)) { + if ( + (k === "ctxKey" || k.endsWith("CtxKey") || k === "ref") && + typeof v === "string" && + LEGACY_CTX_KEYS.includes(v as (typeof LEGACY_CTX_KEYS)[number]) + ) { + violations.push({ path: `${currentPath}.${k}`, key: v }); + } + if (k === "ref" && typeof v === "string") { + for (const legacy of LEGACY_CTX_KEYS) { + const needle = `ctx.${legacy}`; + if ( + v === needle || + v.startsWith(`${needle}.`) || + v.startsWith(`${needle}[`) + ) { + violations.push({ path: `${currentPath}.${k}`, key: v }); + break; + } + } + } + if ( + currentPath.endsWith(".ctx") && + LEGACY_CTX_KEYS.includes(k as (typeof LEGACY_CTX_KEYS)[number]) + ) { + violations.push({ path: `${currentPath}.${k}`, key: k }); + } + visit(v, `${currentPath}.${k}`); + } + } + }; + + visit(config, path); + return violations; +} diff --git a/apps/shared/prisma/seed.ts b/apps/shared/prisma/seed.ts index 96cee2238..c833b7b86 100644 --- a/apps/shared/prisma/seed.ts +++ b/apps/shared/prisma/seed.ts @@ -1340,7 +1340,7 @@ async function seedBenchmarkingData() { where: { id: "audit-baseline-001" }, update: { timestamp: twoDaysAgo, - actor_id: "test-user", + actor_id: TEST_ACTOR_ID, action: AuditAction.baseline_promoted, entityType: "BenchmarkRun", entityId: SEED_RUN_ID_COMPLETED, diff --git a/docs-md/graph-workflows/templates/mistral-standard-ocr-workflow.json b/docs-md/graph-workflows/templates/mistral-standard-ocr-workflow.json index 3fd7fdf60..6fe8bd237 100644 --- a/docs-md/graph-workflows/templates/mistral-standard-ocr-workflow.json +++ b/docs-md/graph-workflows/templates/mistral-standard-ocr-workflow.json @@ -20,8 +20,8 @@ }, "confidenceThreshold": { "type": "number", "defaultValue": 0.95, "description": "OCR confidence threshold for human review" }, "preparedFileData": { "type": "object" }, - "ocrResult": { "type": "object" }, - "cleanedResult": { "type": "object" }, + "ocrResultRef": { "type": "object" }, + "cleanedResultRef": { "type": "object" }, "averageConfidence": { "type": "number" }, "requiresReview": { "type": "boolean", "defaultValue": false } }, @@ -49,9 +49,10 @@ "activityType": "mistralOcr.process", "inputs": [ { "port": "fileData", "ctxKey": "preparedFileData" }, - { "port": "templateModelId", "ctxKey": "templateModelId" } + { "port": "templateModelId", "ctxKey": "templateModelId" }, + { "port": "documentId", "ctxKey": "documentId" } ], - "outputs": [{ "port": "ocrResult", "ctxKey": "ocrResult" }], + "outputs": [{ "port": "ocrResult", "ctxKey": "ocrResultRef" }], "timeout": { "startToClose": "10m" }, "retry": { "maximumAttempts": 2 } }, @@ -60,8 +61,11 @@ "type": "activity", "label": "Post-OCR Cleanup", "activityType": "ocr.cleanup", - "inputs": [{ "port": "ocrResult", "ctxKey": "ocrResult" }], - "outputs": [{ "port": "cleanedResult", "ctxKey": "cleanedResult" }], + "inputs": [ + { "port": "ocrResult", "ctxKey": "ocrResultRef" }, + { "port": "documentId", "ctxKey": "documentId" } + ], + "outputs": [{ "port": "cleanedResult", "ctxKey": "cleanedResultRef" }], "timeout": { "startToClose": "2m" }, "retry": { "maximumAttempts": 3 } }, @@ -72,7 +76,7 @@ "activityType": "ocr.checkConfidence", "inputs": [ { "port": "documentId", "ctxKey": "documentId" }, - { "port": "ocrResult", "ctxKey": "cleanedResult" }, + { "port": "ocrResult", "ctxKey": "cleanedResultRef" }, { "port": "threshold", "ctxKey": "confidenceThreshold" } ], "outputs": [ @@ -123,7 +127,7 @@ "activityType": "ocr.storeResults", "inputs": [ { "port": "documentId", "ctxKey": "documentId" }, - { "port": "ocrResult", "ctxKey": "cleanedResult" } + { "port": "ocrResult", "ctxKey": "cleanedResultRef" } ], "timeout": { "startToClose": "2m" }, "retry": { "maximumAttempts": 5 } diff --git a/docs-md/graph-workflows/templates/multi-page-report-workflow.json b/docs-md/graph-workflows/templates/multi-page-report-workflow.json index aded856eb..966e234eb 100644 --- a/docs-md/graph-workflows/templates/multi-page-report-workflow.json +++ b/docs-md/graph-workflows/templates/multi-page-report-workflow.json @@ -13,7 +13,7 @@ "preparedFileData": { "type": "object", "description": "Prepared file metadata from file.prepare" }, "apimRequestId": { "type": "string", "description": "Azure OCR request ID" }, - "ocrResponse": { "type": "object", "description": "Azure OCR poll response" }, + "ocrResponseRef": { "type": "object", "description": "Azure OCR poll response" }, "initialOcrResult": { "type": "object", "description": "Full document OCR result before splitting" }, "segmentsWithTypes": { "type": "array", "description": "Array of segments with embedded segmentType from split-and-classify" }, @@ -73,12 +73,13 @@ "label": "Poll Initial OCR Results", "activityType": "azureOcr.poll", "inputs": [ - { "port": "apimRequestId", "ctxKey": "apimRequestId" } + { "port": "apimRequestId", "ctxKey": "apimRequestId" }, + { "port": "documentId", "ctxKey": "documentId" } ], - "outputs": [{ "port": "response", "ctxKey": "ocrResponse" }], + "outputs": [{ "port": "response", "ctxKey": "ocrResponseRef" }], "condition": { "operator": "not-equals", - "left": { "ref": "ctx.ocrResponse.status" }, + "left": { "ref": "ctx.ocrResponseRef.status" }, "right": { "literal": "running" } }, "interval": "10s", @@ -93,8 +94,9 @@ "activityType": "azureOcr.extract", "inputs": [ { "port": "apimRequestId", "ctxKey": "apimRequestId" }, - { "port": "ocrResponse", "ctxKey": "ocrResponse" }, - { "port": "fileName", "ctxKey": "fileName" } + { "port": "ocrResponse", "ctxKey": "ocrResponseRef" }, + { "port": "fileName", "ctxKey": "fileName" }, + { "port": "documentId", "ctxKey": "documentId" } ], "outputs": [{ "port": "ocrResult", "ctxKey": "initialOcrResult" }], "timeout": { "startToClose": "1m" } diff --git a/docs-md/graph-workflows/templates/standard-ocr-workflow-normalize.json b/docs-md/graph-workflows/templates/standard-ocr-workflow-normalize.json index 55cbf207d..92c17378b 100644 --- a/docs-md/graph-workflows/templates/standard-ocr-workflow-normalize.json +++ b/docs-md/graph-workflows/templates/standard-ocr-workflow-normalize.json @@ -16,9 +16,9 @@ "confidenceThreshold": { "type": "number", "defaultValue": 0.95, "description": "OCR confidence threshold for human review" }, "preparedFileData": { "type": "object" }, "apimRequestId": { "type": "string" }, - "ocrResponse": { "type": "object" }, - "ocrResult": { "type": "object" }, - "cleanedResult": { "type": "object" }, + "ocrResponseRef": { "type": "object" }, + "ocrResultRef": { "type": "object" }, + "cleanedResultRef": { "type": "object" }, "averageConfidence": { "type": "number" }, "requiresReview": { "type": "boolean", "defaultValue": false } }, @@ -69,12 +69,13 @@ "activityType": "azureOcr.poll", "inputs": [ { "port": "apimRequestId", "ctxKey": "apimRequestId" }, - { "port": "modelId", "ctxKey": "modelId" } + { "port": "modelId", "ctxKey": "modelId" }, + { "port": "documentId", "ctxKey": "documentId" } ], - "outputs": [{ "port": "response", "ctxKey": "ocrResponse" }], + "outputs": [{ "port": "response", "ctxKey": "ocrResponseRef" }], "condition": { "operator": "not-equals", - "left": { "ref": "ctx.ocrResponse.status" }, + "left": { "ref": "ctx.ocrResponseRef.status" }, "right": { "literal": "running" } }, "interval": "10s", @@ -89,12 +90,13 @@ "activityType": "azureOcr.extract", "inputs": [ { "port": "apimRequestId", "ctxKey": "apimRequestId" }, - { "port": "ocrResponse", "ctxKey": "ocrResponse" }, + { "port": "ocrResponse", "ctxKey": "ocrResponseRef" }, { "port": "fileName", "ctxKey": "fileName" }, { "port": "fileType", "ctxKey": "fileType" }, - { "port": "modelId", "ctxKey": "modelId" } + { "port": "modelId", "ctxKey": "modelId" }, + { "port": "documentId", "ctxKey": "documentId" } ], - "outputs": [{ "port": "ocrResult", "ctxKey": "ocrResult" }], + "outputs": [{ "port": "ocrResult", "ctxKey": "ocrResultRef" }], "timeout": { "startToClose": "1m" }, "retry": { "maximumAttempts": 3 } }, @@ -103,8 +105,11 @@ "type": "activity", "label": "Post-OCR Cleanup", "activityType": "ocr.cleanup", - "inputs": [{ "port": "ocrResult", "ctxKey": "ocrResult" }], - "outputs": [{ "port": "cleanedResult", "ctxKey": "cleanedResult" }], + "inputs": [ + { "port": "ocrResult", "ctxKey": "ocrResultRef" }, + { "port": "documentId", "ctxKey": "documentId" } + ], + "outputs": [{ "port": "cleanedResult", "ctxKey": "cleanedResultRef" }], "timeout": { "startToClose": "2m" }, "retry": { "maximumAttempts": 3 } }, @@ -113,8 +118,8 @@ "type": "activity", "label": "Normalize Fields", "activityType": "ocr.normalizeFields", - "inputs": [{ "port": "ocrResult", "ctxKey": "cleanedResult" }], - "outputs": [{ "port": "ocrResult", "ctxKey": "cleanedResult" }], + "inputs": [{ "port": "ocrResult", "ctxKey": "cleanedResultRef" }], + "outputs": [{ "port": "ocrResult", "ctxKey": "cleanedResultRef" }], "parameters": { "documentType": "cmnb6l9pj0003061c0yuz7vj4" }, "timeout": { "startToClose": "1m" }, "retry": { "maximumAttempts": 3 } @@ -126,7 +131,7 @@ "activityType": "ocr.checkConfidence", "inputs": [ { "port": "documentId", "ctxKey": "documentId" }, - { "port": "ocrResult", "ctxKey": "cleanedResult" }, + { "port": "ocrResult", "ctxKey": "cleanedResultRef" }, { "port": "threshold", "ctxKey": "confidenceThreshold" } ], "outputs": [ @@ -177,7 +182,7 @@ "activityType": "ocr.storeResults", "inputs": [ { "port": "documentId", "ctxKey": "documentId" }, - { "port": "ocrResult", "ctxKey": "cleanedResult" } + { "port": "ocrResult", "ctxKey": "cleanedResultRef" } ], "timeout": { "startToClose": "2m" }, "retry": { "maximumAttempts": 5 } diff --git a/docs-md/graph-workflows/templates/standard-ocr-workflow-with-corrections.json b/docs-md/graph-workflows/templates/standard-ocr-workflow-with-corrections.json index 2dac66228..7f65cf995 100644 --- a/docs-md/graph-workflows/templates/standard-ocr-workflow-with-corrections.json +++ b/docs-md/graph-workflows/templates/standard-ocr-workflow-with-corrections.json @@ -16,9 +16,9 @@ "confidenceThreshold": { "type": "number", "defaultValue": 0.95, "description": "OCR confidence threshold for human review" }, "preparedFileData": { "type": "object" }, "apimRequestId": { "type": "string" }, - "ocrResponse": { "type": "object" }, - "ocrResult": { "type": "object" }, - "cleanedResult": { "type": "object" }, + "ocrResponseRef": { "type": "object" }, + "ocrResultRef": { "type": "object" }, + "cleanedResultRef": { "type": "object" }, "averageConfidence": { "type": "number" }, "requiresReview": { "type": "boolean", "defaultValue": false } }, @@ -69,12 +69,13 @@ "activityType": "azureOcr.poll", "inputs": [ { "port": "apimRequestId", "ctxKey": "apimRequestId" }, - { "port": "modelId", "ctxKey": "modelId" } + { "port": "modelId", "ctxKey": "modelId" }, + { "port": "documentId", "ctxKey": "documentId" } ], - "outputs": [{ "port": "response", "ctxKey": "ocrResponse" }], + "outputs": [{ "port": "response", "ctxKey": "ocrResponseRef" }], "condition": { "operator": "not-equals", - "left": { "ref": "ctx.ocrResponse.status" }, + "left": { "ref": "ctx.ocrResponseRef.status" }, "right": { "literal": "running" } }, "interval": "10s", @@ -89,12 +90,13 @@ "activityType": "azureOcr.extract", "inputs": [ { "port": "apimRequestId", "ctxKey": "apimRequestId" }, - { "port": "ocrResponse", "ctxKey": "ocrResponse" }, + { "port": "ocrResponse", "ctxKey": "ocrResponseRef" }, { "port": "fileName", "ctxKey": "fileName" }, { "port": "fileType", "ctxKey": "fileType" }, - { "port": "modelId", "ctxKey": "modelId" } + { "port": "modelId", "ctxKey": "modelId" }, + { "port": "documentId", "ctxKey": "documentId" } ], - "outputs": [{ "port": "ocrResult", "ctxKey": "ocrResult" }], + "outputs": [{ "port": "ocrResult", "ctxKey": "ocrResultRef" }], "timeout": { "startToClose": "1m" }, "retry": { "maximumAttempts": 3 } }, @@ -103,8 +105,11 @@ "type": "activity", "label": "Post-OCR Cleanup", "activityType": "ocr.cleanup", - "inputs": [{ "port": "ocrResult", "ctxKey": "ocrResult" }], - "outputs": [{ "port": "cleanedResult", "ctxKey": "cleanedResult" }], + "inputs": [ + { "port": "ocrResult", "ctxKey": "ocrResultRef" }, + { "port": "documentId", "ctxKey": "documentId" } + ], + "outputs": [{ "port": "cleanedResult", "ctxKey": "cleanedResultRef" }], "timeout": { "startToClose": "2m" }, "retry": { "maximumAttempts": 3 } }, @@ -113,8 +118,8 @@ "type": "activity", "label": "Normalize Fields", "activityType": "ocr.normalizeFields", - "inputs": [{ "port": "ocrResult", "ctxKey": "cleanedResult" }], - "outputs": [{ "port": "ocrResult", "ctxKey": "cleanedResult" }], + "inputs": [{ "port": "ocrResult", "ctxKey": "cleanedResultRef" }], + "outputs": [{ "port": "ocrResult", "ctxKey": "cleanedResultRef" }], "parameters": { "documentType": "cmnb6l9pj0003061c0yuz7vj4" }, "timeout": { "startToClose": "1m" }, "retry": { "maximumAttempts": 3 } @@ -124,8 +129,8 @@ "type": "activity", "label": "Character Confusion Correction", "activityType": "ocr.characterConfusion", - "inputs": [{ "port": "ocrResult", "ctxKey": "cleanedResult" }], - "outputs": [{ "port": "ocrResult", "ctxKey": "cleanedResult" }], + "inputs": [{ "port": "ocrResult", "ctxKey": "cleanedResultRef" }], + "outputs": [{ "port": "ocrResult", "ctxKey": "cleanedResultRef" }], "parameters": { "confusionProfileId": "cmnnsvn6100008fdu9zgeo9vc", "documentType": "cmnb6l9pj0003061c0yuz7vj4", @@ -150,8 +155,8 @@ "type": "activity", "label": "Spellcheck", "activityType": "ocr.spellcheck", - "inputs": [{ "port": "ocrResult", "ctxKey": "cleanedResult" }], - "outputs": [{ "port": "ocrResult", "ctxKey": "cleanedResult" }], + "inputs": [{ "port": "ocrResult", "ctxKey": "cleanedResultRef" }], + "outputs": [{ "port": "ocrResult", "ctxKey": "cleanedResultRef" }], "parameters": { "language": "en", "fieldScope": ["explain_changes", "name", "signature", "spouse_signature"] @@ -166,7 +171,7 @@ "activityType": "ocr.checkConfidence", "inputs": [ { "port": "documentId", "ctxKey": "documentId" }, - { "port": "ocrResult", "ctxKey": "cleanedResult" }, + { "port": "ocrResult", "ctxKey": "cleanedResultRef" }, { "port": "threshold", "ctxKey": "confidenceThreshold" } ], "outputs": [ @@ -217,7 +222,7 @@ "activityType": "ocr.storeResults", "inputs": [ { "port": "documentId", "ctxKey": "documentId" }, - { "port": "ocrResult", "ctxKey": "cleanedResult" } + { "port": "ocrResult", "ctxKey": "cleanedResultRef" } ], "timeout": { "startToClose": "2m" }, "retry": { "maximumAttempts": 5 } diff --git a/docs-md/graph-workflows/templates/standard-ocr-workflow-with-payment-lookup.json b/docs-md/graph-workflows/templates/standard-ocr-workflow-with-payment-lookup.json index d26686106..ce9410896 100644 --- a/docs-md/graph-workflows/templates/standard-ocr-workflow-with-payment-lookup.json +++ b/docs-md/graph-workflows/templates/standard-ocr-workflow-with-payment-lookup.json @@ -16,9 +16,9 @@ "confidenceThreshold": { "type": "number", "defaultValue": 0.95, "description": "OCR confidence threshold for human review" }, "preparedFileData": { "type": "object" }, "apimRequestId": { "type": "string" }, - "ocrResponse": { "type": "object" }, - "ocrResult": { "type": "object" }, - "cleanedResult": { "type": "object" }, + "ocrResponseRef": { "type": "object" }, + "ocrResultRef": { "type": "object" }, + "cleanedResultRef": { "type": "object" }, "paymentSchedule": { "type": "object", "description": "Result from tables.lookup against payment_schedule.byDate; null when the OCR'd date doesn't match any cycle." @@ -77,12 +77,13 @@ "activityType": "azureOcr.poll", "inputs": [ { "port": "apimRequestId", "ctxKey": "apimRequestId" }, - { "port": "modelId", "ctxKey": "modelId" } + { "port": "modelId", "ctxKey": "modelId" }, + { "port": "documentId", "ctxKey": "documentId" } ], - "outputs": [{ "port": "response", "ctxKey": "ocrResponse" }], + "outputs": [{ "port": "response", "ctxKey": "ocrResponseRef" }], "condition": { "operator": "not-equals", - "left": { "ref": "ctx.ocrResponse.status" }, + "left": { "ref": "ctx.ocrResponseRef.status" }, "right": { "literal": "running" } }, "interval": "10s", @@ -97,12 +98,13 @@ "activityType": "azureOcr.extract", "inputs": [ { "port": "apimRequestId", "ctxKey": "apimRequestId" }, - { "port": "ocrResponse", "ctxKey": "ocrResponse" }, + { "port": "ocrResponse", "ctxKey": "ocrResponseRef" }, { "port": "fileName", "ctxKey": "fileName" }, { "port": "fileType", "ctxKey": "fileType" }, - { "port": "modelId", "ctxKey": "modelId" } + { "port": "modelId", "ctxKey": "modelId" }, + { "port": "documentId", "ctxKey": "documentId" } ], - "outputs": [{ "port": "ocrResult", "ctxKey": "ocrResult" }], + "outputs": [{ "port": "ocrResult", "ctxKey": "ocrResultRef" }], "timeout": { "startToClose": "1m" }, "retry": { "maximumAttempts": 3 } }, @@ -111,8 +113,11 @@ "type": "activity", "label": "Post-OCR Cleanup", "activityType": "ocr.cleanup", - "inputs": [{ "port": "ocrResult", "ctxKey": "ocrResult" }], - "outputs": [{ "port": "cleanedResult", "ctxKey": "cleanedResult" }], + "inputs": [ + { "port": "ocrResult", "ctxKey": "ocrResultRef" }, + { "port": "documentId", "ctxKey": "documentId" } + ], + "outputs": [{ "port": "cleanedResult", "ctxKey": "cleanedResultRef" }], "timeout": { "startToClose": "2m" }, "retry": { "maximumAttempts": 3 } }, @@ -139,7 +144,7 @@ "activityType": "ocr.checkConfidence", "inputs": [ { "port": "documentId", "ctxKey": "documentId" }, - { "port": "ocrResult", "ctxKey": "cleanedResult" }, + { "port": "ocrResult", "ctxKey": "cleanedResultRef" }, { "port": "threshold", "ctxKey": "confidenceThreshold" } ], "outputs": [ @@ -190,7 +195,7 @@ "activityType": "ocr.storeResults", "inputs": [ { "port": "documentId", "ctxKey": "documentId" }, - { "port": "ocrResult", "ctxKey": "cleanedResult" } + { "port": "ocrResult", "ctxKey": "cleanedResultRef" } ], "timeout": { "startToClose": "2m" }, "retry": { "maximumAttempts": 5 } diff --git a/docs-md/graph-workflows/templates/standard-ocr-workflow.json b/docs-md/graph-workflows/templates/standard-ocr-workflow.json index ce3b0c95a..dc814dff0 100644 --- a/docs-md/graph-workflows/templates/standard-ocr-workflow.json +++ b/docs-md/graph-workflows/templates/standard-ocr-workflow.json @@ -16,9 +16,9 @@ "confidenceThreshold": { "type": "number", "defaultValue": 0.95, "description": "OCR confidence threshold for human review" }, "preparedFileData": { "type": "object" }, "apimRequestId": { "type": "string" }, - "ocrResponse": { "type": "object" }, - "ocrResult": { "type": "object" }, - "cleanedResult": { "type": "object" }, + "ocrResponseRef": { "type": "object" }, + "ocrResultRef": { "type": "object" }, + "cleanedResultRef": { "type": "object" }, "averageConfidence": { "type": "number" }, "requiresReview": { "type": "boolean", "defaultValue": false } }, @@ -69,12 +69,13 @@ "activityType": "azureOcr.poll", "inputs": [ { "port": "apimRequestId", "ctxKey": "apimRequestId" }, - { "port": "modelId", "ctxKey": "modelId" } + { "port": "modelId", "ctxKey": "modelId" }, + { "port": "documentId", "ctxKey": "documentId" } ], - "outputs": [{ "port": "response", "ctxKey": "ocrResponse" }], + "outputs": [{ "port": "response", "ctxKey": "ocrResponseRef" }], "condition": { "operator": "not-equals", - "left": { "ref": "ctx.ocrResponse.status" }, + "left": { "ref": "ctx.ocrResponseRef.status" }, "right": { "literal": "running" } }, "interval": "10s", @@ -89,12 +90,13 @@ "activityType": "azureOcr.extract", "inputs": [ { "port": "apimRequestId", "ctxKey": "apimRequestId" }, - { "port": "ocrResponse", "ctxKey": "ocrResponse" }, + { "port": "ocrResponse", "ctxKey": "ocrResponseRef" }, { "port": "fileName", "ctxKey": "fileName" }, { "port": "fileType", "ctxKey": "fileType" }, - { "port": "modelId", "ctxKey": "modelId" } + { "port": "modelId", "ctxKey": "modelId" }, + { "port": "documentId", "ctxKey": "documentId" } ], - "outputs": [{ "port": "ocrResult", "ctxKey": "ocrResult" }], + "outputs": [{ "port": "ocrResult", "ctxKey": "ocrResultRef" }], "timeout": { "startToClose": "1m" }, "retry": { "maximumAttempts": 3 } }, @@ -103,8 +105,11 @@ "type": "activity", "label": "Post-OCR Cleanup", "activityType": "ocr.cleanup", - "inputs": [{ "port": "ocrResult", "ctxKey": "ocrResult" }], - "outputs": [{ "port": "cleanedResult", "ctxKey": "cleanedResult" }], + "inputs": [ + { "port": "ocrResult", "ctxKey": "ocrResultRef" }, + { "port": "documentId", "ctxKey": "documentId" } + ], + "outputs": [{ "port": "cleanedResult", "ctxKey": "cleanedResultRef" }], "timeout": { "startToClose": "2m" }, "retry": { "maximumAttempts": 3 } }, @@ -115,7 +120,7 @@ "activityType": "ocr.checkConfidence", "inputs": [ { "port": "documentId", "ctxKey": "documentId" }, - { "port": "ocrResult", "ctxKey": "cleanedResult" }, + { "port": "ocrResult", "ctxKey": "cleanedResultRef" }, { "port": "threshold", "ctxKey": "confidenceThreshold" } ], "outputs": [ @@ -166,7 +171,7 @@ "activityType": "ocr.storeResults", "inputs": [ { "port": "documentId", "ctxKey": "documentId" }, - { "port": "ocrResult", "ctxKey": "cleanedResult" } + { "port": "ocrResult", "ctxKey": "cleanedResultRef" } ], "timeout": { "startToClose": "2m" }, "retry": { "maximumAttempts": 5 } diff --git a/feature-docs/010-data-transformation-node/example-pdf-extraction-workflow.json b/feature-docs/010-data-transformation-node/example-pdf-extraction-workflow.json index 5630788d2..30f6ee397 100644 --- a/feature-docs/010-data-transformation-node/example-pdf-extraction-workflow.json +++ b/feature-docs/010-data-transformation-node/example-pdf-extraction-workflow.json @@ -2,7 +2,7 @@ "schemaVersion": "1.0", "metadata": { "name": "PDF Segment Extraction Example", - "description": "Demonstrates document.split, blob.read, and document.extractToBase64 working together. Trigger this workflow via the normal upload process: the upload flow injects blobKey (normalized PDF path), documentId, groupId, and fileName into initialCtx automatically. A 5-page source PDF is split into two segments (pages 1-2 and pages 3-4). Two independent branches then materialise page content as base64: blob.read retrieves segment 1 from blob storage via the stored blob key, while document.extractToBase64 extracts segment 2's page range directly from the original PDF without writing to blob storage. startPage and endPage for extractToBase64 are bound dynamically from the split output (splitResult.1.pageRange.start / .end)." + "description": "Demonstrates document.split, blob.read, and document.extractToBase64 working together. Trigger this workflow via the normal upload process: the upload flow injects blobKey (normalized PDF path), documentId, groupId, and fileName into initialCtx automatically. A 5-page source PDF is split into two segments (pages 1-2 and pages 3-4). Segment 1 is read via blob.read (still returns inline base64 for transform demos). Segment 2 is extracted with document.extractToBase64, which writes the page-range PDF to blob storage and binds pageBlobPath (no inline base64 in workflow history). startPage and endPage are bound from splitResult.1.pageRange." }, "entryNodeId": "splitPdf", "ctx": { @@ -12,27 +12,27 @@ }, "groupId": { "type": "string", - "description": "Group ID used by document.split to construct segment blob paths. Injected automatically by the upload process via initialCtx." + "description": "Group ID used by document.split and document.extractToBase64. Injected automatically by the upload process via initialCtx." }, "documentId": { "type": "string", - "description": "Document ID used by document.split to name segment files. Injected automatically by the upload process via initialCtx." + "description": "Document ID used by document.split and document.extractToBase64. Injected automatically by the upload process via initialCtx." }, "splitResult": { "type": "array", - "description": "DocumentSegment[] produced by document.split. Each element has blobKey, pageRange, segmentIndex, and pageCount. Accessed via dot notation (e.g. splitResult.0.blobKey)." + "description": "DocumentSegment[] produced by document.split. Each element has blobKey, pageRange, segmentIndex, and pageCount." }, "segment1Base64": { "type": "string", "description": "Base64-encoded content of segment 1 (pages 1-2), read from blob storage by blob.read." }, - "section2Base64": { + "section2PageBlobPath": { "type": "string", - "description": "Base64-encoded PDF of segment 2's pages, extracted in-memory by document.extractToBase64. No blob write occurs. Page range is driven dynamically from splitResult.1.pageRange." + "description": "Blob path of segment 2's extracted page-range PDF (document.extractToBase64). Page range from splitResult.1.pageRange." }, "section2PageCount": { "type": "number", - "description": "Page count of the extracted section — confirmed as endPage - startPage + 1 by document.extractToBase64." + "description": "Page count of the extracted section (endPage - startPage + 1)." } }, "nodes": { @@ -49,13 +49,11 @@ ] }, "inputs": [ - { "port": "blobKey", "ctxKey": "blobKey" }, - { "port": "groupId", "ctxKey": "groupId" }, + { "port": "blobKey", "ctxKey": "blobKey" }, + { "port": "groupId", "ctxKey": "groupId" }, { "port": "documentId", "ctxKey": "documentId" } ], - "outputs": [ - { "port": "segments", "ctxKey": "splitResult" } - ] + "outputs": [{ "port": "segments", "ctxKey": "splitResult" }] }, "readSegment1": { @@ -63,32 +61,30 @@ "type": "activity", "activityType": "blob.read", "label": "Read segment 1 blob as base64 (via stored blob key)", - "inputs": [ - { "port": "blobKey", "ctxKey": "splitResult.0.blobKey" } - ], - "outputs": [ - { "port": "base64", "ctxKey": "segment1Base64" } - ] + "inputs": [{ "port": "blobKey", "ctxKey": "splitResult.0.blobKey" }], + "outputs": [{ "port": "base64", "ctxKey": "segment1Base64" }] }, "extractSection2": { "id": "extractSection2", "type": "activity", "activityType": "document.extractToBase64", - "label": "Extract segment 2's page range as base64 (no blob write, dynamic range)", + "label": "Extract segment 2 page range to blob (dynamic range)", "inputs": [ - { "port": "blobKey", "ctxKey": "blobKey" }, + { "port": "blobKey", "ctxKey": "blobKey" }, { "port": "startPage", "ctxKey": "splitResult.1.pageRange.start" }, - { "port": "endPage", "ctxKey": "splitResult.1.pageRange.end" } + { "port": "endPage", "ctxKey": "splitResult.1.pageRange.end" }, + { "port": "groupId", "ctxKey": "groupId" }, + { "port": "documentId", "ctxKey": "documentId" } ], "outputs": [ - { "port": "base64", "ctxKey": "section2Base64" }, + { "port": "pageBlobPath", "ctxKey": "section2PageBlobPath" }, { "port": "pageCount", "ctxKey": "section2PageCount" } ] } }, "edges": [ - { "id": "e1", "source": "splitPdf", "target": "readSegment1", "type": "normal" }, - { "id": "e2", "source": "splitPdf", "target": "extractSection2", "type": "normal" } + { "id": "e1", "source": "splitPdf", "target": "readSegment1", "type": "normal" }, + { "id": "e2", "source": "splitPdf", "target": "extractSection2", "type": "normal" } ] } From f255944710fb9e9e8b45d63b444c3534142f2666 Mon Sep 17 00:00:00 2001 From: kmandryk Date: Thu, 28 May 2026 17:10:22 -0700 Subject: [PATCH 16/66] test(integration): update graph workflow integration harness Align workflow integration test scripts and starter with versioned graphWorkflow input (workflowVersionId and configHash). --- .../integration-tests/README.md | 9 +- .../graph-workflow-tests/QUICKSTART.md | 25 ++- .../WORKFLOW_TEST_README.md | 32 +-- .../graph-workflow-tests/run-workflow-test.sh | 32 ++- .../test-graph-workflow.ts | 211 ++++++++++++------ .../graph-workflows/DAG_WORKFLOW_ENGINE.md | 59 ++++- .../graph-workflows/WORKFLOW_BUILDER_GUIDE.md | 19 +- .../TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md | 16 +- ...EMPORAL_FOOTPRINT_IMPLEMENTATION_STATUS.md | 52 +++++ docs-md/temporal/page-extract-blob-path.md | 30 +++ .../WORKFLOW_BUILDER_GUIDE.md | 21 +- .../workflow-builder/WORKFLOW_NODE_CATALOG.md | 26 ++- 12 files changed, 391 insertions(+), 141 deletions(-) create mode 100644 docs-md/temporal/TEMPORAL_FOOTPRINT_IMPLEMENTATION_STATUS.md create mode 100644 docs-md/temporal/page-extract-blob-path.md diff --git a/apps/backend-services/integration-tests/README.md b/apps/backend-services/integration-tests/README.md index bfa860079..7b9fafb47 100644 --- a/apps/backend-services/integration-tests/README.md +++ b/apps/backend-services/integration-tests/README.md @@ -44,7 +44,7 @@ MANAGE_WORKER=true npm run test:int:workflow npm run test:int:workflow:with-worker # Run with specific template and test file -WORKFLOW_TEMPLATE=multi-page-report-workflow TEST_FILE=multi-page-sample-1.pdf npm run test:int:workflow:with-worker +WORKFLOW_SLUG=multi-page-report TEST_FILE=multi-page-sample-1.pdf npm run test:int:workflow:with-worker ``` **Benefits:** @@ -64,7 +64,7 @@ npm run dev # Terminal 2: Run the test cd ~/GitHub/ai-adoption-document-intelligence/apps/backend-services -WORKFLOW_TEMPLATE=multi-page-report-workflow TEST_FILE=multi-page-sample-1.pdf npm run test:int:workflow +WORKFLOW_SLUG=multi-page-report TEST_FILE=multi-page-sample-1.pdf npm run test:int:workflow ``` **Benefits:** @@ -78,7 +78,8 @@ WORKFLOW_TEMPLATE=multi-page-report-workflow TEST_FILE=multi-page-sample-1.pdf n |----------|---------|-------------| | `MANAGE_WORKER` | `false` | Set to `true` to have the test start/stop the worker | | `WORKER_STARTUP_DELAY` | `5000` | Milliseconds to wait for worker to initialize (when `MANAGE_WORKER=true`) | -| `WORKFLOW_TEMPLATE` | `standard-ocr-workflow` | Workflow template to test (from `docs-md/templates/`) | +| `WORKFLOW_SLUG` | `standard-ocr` | Seeded workflow lineage slug (`workflow_versions` in DB) | +| `WORKFLOW_VERSION` | *(head)* | Optional pin to a specific `version_number` | | `TEST_FILE` | `test-document.jpg` | Test file to upload (from `integration-tests/`) | | `BACKEND_URL` | `http://localhost:3002` | Backend API URL | | `TEMPORAL_ADDRESS` | `localhost:7233` | Temporal server address | @@ -125,7 +126,7 @@ Example output: ```bash # Test with managed worker and custom template -MANAGE_WORKER=true WORKFLOW_TEMPLATE=multi-page-report-workflow TEST_FILE=multi-page-sample-1.pdf npm run test:int:workflow +MANAGE_WORKER=true WORKFLOW_SLUG=multi-page-report TEST_FILE=multi-page-sample-1.pdf npm run test:int:workflow # Test with longer timeout for complex workflows MANAGE_WORKER=true TEST_TIMEOUT=600000 npm run test:int:workflow diff --git a/apps/backend-services/integration-tests/graph-workflow-tests/QUICKSTART.md b/apps/backend-services/integration-tests/graph-workflow-tests/QUICKSTART.md index 1ab14bf5e..12cab9c4a 100644 --- a/apps/backend-services/integration-tests/graph-workflow-tests/QUICKSTART.md +++ b/apps/backend-services/integration-tests/graph-workflow-tests/QUICKSTART.md @@ -45,14 +45,33 @@ npm run test:int:workflow ## What the Test Does 1. ✓ Checks that Temporal (port 7233) and Backend (port 3002) are running -2. ✓ Loads `docs-md/templates/standard-ocr-workflow.json` +2. ✓ Resolves a workflow by `workflow_slug` and uses its `workflowVersionId` 3. ✓ Loads test image from `integration-tests/test-document.jpg` -4. ✓ Creates workflow config in database -5. ✓ Uploads test document +4. ✓ Uploads test document (which triggers versionId-only Temporal start) 6. ✓ Monitors workflow execution through Temporal 7. ✓ Shows real-time progress of each activity 8. ✓ Cleans up test data when done +## Troubleshooting + +### Document status `failed` immediately (no Temporal workflow) + +Upload returns before background OCR runs. If the document moves to `failed` without a `workflow_execution_id`, OCR never reached Temporal. + +**Common cause:** API key `group_id` contains characters invalid for blob paths (e.g. `seed-default-group`). OCR reads blobs via `validateBlobFilePath`, which requires group ids matching `/^[a-z][0-9a-z]+$/`. + +**Fix:** Re-seed and point the API key at the seeded group: + +```bash +cd apps/backend-services +npm run db:seed +# Then update api_keys.group_id to seeddefaultgroup for your test key +``` + +### `workflow not found` in Temporal + +Ensure the Temporal worker is running (`cd apps/temporal && npm run dev`) and listening on task queue `ocr-processing` (default). The test now polls the document API for `workflow_execution_id` before monitoring Temporal. + ## Expected Behavior The test will run and **should currently fail** at the `azureOcr.submit` activity with: diff --git a/apps/backend-services/integration-tests/graph-workflow-tests/WORKFLOW_TEST_README.md b/apps/backend-services/integration-tests/graph-workflow-tests/WORKFLOW_TEST_README.md index 6359b1e7a..97f9d8083 100644 --- a/apps/backend-services/integration-tests/graph-workflow-tests/WORKFLOW_TEST_README.md +++ b/apps/backend-services/integration-tests/graph-workflow-tests/WORKFLOW_TEST_README.md @@ -51,7 +51,8 @@ The test uses the following environment variables (with defaults): - `TEMPORAL_NAMESPACE` (default: `default`) - `TEST_API_KEY` (required for authentication) - `TEST_TIMEOUT` (default: `300000` ms / 5 minutes) -- `WORKFLOW_TEMPLATE` (default: `standard-ocr-workflow`) +- `WORKFLOW_SLUG` (default: `standard-ocr`) — seeded workflow lineage slug in the database +- `WORKFLOW_VERSION` (optional) — pin a specific `version_number`; default is head version - `TEST_FILE` (default: `test-document.jpg`) These are typically already configured in your `.env` file. @@ -83,17 +84,21 @@ ts-node -r tsconfig-paths/register integration-tests/test-graph-workflow.ts ### Testing Different Workflows -You can test different workflow templates by setting the `WORKFLOW_TEMPLATE` environment variable: +The harness resolves a **seeded** workflow by `WORKFLOW_SLUG` (not by loading JSON from disk). Re-seed after template changes: ```bash -# Test standard OCR workflow (default) +cd apps/backend-services && npx tsx ../shared/prisma/seed.ts +``` + +```bash +# Test standard OCR workflow (default slug: standard-ocr) npm run test:int:workflow # Test multi-page report workflow -WORKFLOW_TEMPLATE=multi-page-report-workflow npm run test:int:workflow +WORKFLOW_SLUG=multi-page-report npm run test:int:workflow # Test with a different file -TEST_FILE=my-test-file.pdf WORKFLOW_TEMPLATE=multi-page-report-workflow npm run test:int:workflow +TEST_FILE=my-test-file.pdf WORKFLOW_SLUG=multi-page-report npm run test:int:workflow ``` ## Test Flow @@ -104,10 +109,9 @@ TEST_FILE=my-test-file.pdf WORKFLOW_TEMPLATE=multi-page-report-workflow npm run └─ Check Backend API health endpoint 2. Test Setup - ├─ Load workflow config from docs-md/templates/{WORKFLOW_TEMPLATE}.json + ├─ Resolve workflow version by WORKFLOW_SLUG (seeded workflow_versions row) ├─ Load test file (from integration-tests/{TEST_FILE}) - ├─ Create workflow configuration in database - └─ Upload document via /api/upload + └─ Upload document via /api/upload (workflow_config_id → versionId-only Temporal start) 3. Workflow Execution ├─ Initialize Temporal client @@ -179,9 +183,11 @@ When running successfully, you'll see output like: - Ensure backend is running: `cd apps/backend-services && npm run start:dev` - Check health endpoint: `curl http://localhost:3001/health` -### "Workflow template not found" +### "Workflow not found" / unknown slug -- Verify the template exists: `ls docs-md/templates/standard-ocr-workflow.json` +- Re-seed: `npx tsx ../shared/prisma/seed.ts` from `apps/backend-services` +- List slugs in DB or check seed: `standard-ocr`, `multi-page-report` +- Canonical JSON templates: `docs-md/graph-workflows/templates/standard-ocr-workflow.json` ### "Test file not found" @@ -189,9 +195,9 @@ When running successfully, you'll see output like: ## Test Data -- **Workflow Templates**: - - `docs-md/templates/standard-ocr-workflow.json` (default) - - `docs-md/templates/multi-page-report-workflow.json` +- **Workflow slugs (seed)**: + - `standard-ocr` (default) — template `docs-md/graph-workflows/templates/standard-ocr-workflow.json` + - `multi-page-report` — template `docs-md/graph-workflows/templates/multi-page-report-workflow.json` - **Test Documents**: - `apps/backend-services/integration-tests/test-document.jpg` (default) - You can add your own test files and reference them via `TEST_FILE` env var diff --git a/apps/backend-services/integration-tests/graph-workflow-tests/run-workflow-test.sh b/apps/backend-services/integration-tests/graph-workflow-tests/run-workflow-test.sh index 1ed09f6e1..46d659fe0 100644 --- a/apps/backend-services/integration-tests/graph-workflow-tests/run-workflow-test.sh +++ b/apps/backend-services/integration-tests/graph-workflow-tests/run-workflow-test.sh @@ -9,7 +9,9 @@ set -e SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)" -PROJECT_ROOT="$(cd "$SCRIPT_DIR/../../.." && pwd)" +# script lives at apps/backend-services/integration-tests/graph-workflow-tests +PROJECT_ROOT="$(cd "$SCRIPT_DIR/../../../.." && pwd)" +BACKEND_DIR="$PROJECT_ROOT/apps/backend-services" # Colors RED='\033[0;31m' @@ -24,15 +26,18 @@ echo -e "${BLUE}===========================================================${NC} echo "" # Check if services are running -check_service() { +check_http_service() { local name=$1 local url=$2 local max_attempts=3 local attempt=1 while [ $attempt -le $max_attempts ]; do - if curl -s -f -o /dev/null "$url"; then - echo -e "${GREEN}✓${NC} $name is running" + # Backend health check: 200 or 401 both indicate the server is up. + local status + status=$(curl -s -o /dev/null -w "%{http_code}" "$url" || true) + if [ "$status" = "200" ] || [ "$status" = "401" ]; then + echo -e "${GREEN}✓${NC} $name is running (HTTP $status)" return 0 fi attempt=$((attempt + 1)) @@ -45,6 +50,21 @@ check_service() { return 1 } +# Temporal gRPC endpoint is not HTTP; just check the TCP port is open. +check_tcp_port() { + local name=$1 + local host=$2 + local port=$3 + if command -v nc >/dev/null 2>&1; then + if nc -z "$host" "$port" >/dev/null 2>&1; then + echo -e "${GREEN}✓${NC} $name is listening on $host:$port" + return 0 + fi + fi + echo -e "${YELLOW}⚠${NC} Could not verify $name port ($host:$port). Install netcat (nc) to enable this check." + return 0 +} + # Service checks echo "Checking required services..." echo "" @@ -52,11 +72,11 @@ echo "" TEMPORAL_OK=false BACKEND_OK=false -if check_service "Temporal Server" "http://localhost:7233"; then +if check_tcp_port "Temporal Server" "localhost" "7233"; then TEMPORAL_OK=true fi -if check_service "Backend API" "http://localhost:3002/api/models"; then +if check_http_service "Backend API" "http://localhost:3002/api/models"; then BACKEND_OK=true fi diff --git a/apps/backend-services/integration-tests/graph-workflow-tests/test-graph-workflow.ts b/apps/backend-services/integration-tests/graph-workflow-tests/test-graph-workflow.ts index b38ce99fe..f31c9442f 100644 --- a/apps/backend-services/integration-tests/graph-workflow-tests/test-graph-workflow.ts +++ b/apps/backend-services/integration-tests/graph-workflow-tests/test-graph-workflow.ts @@ -18,6 +18,7 @@ import { } from "@temporalio/client"; import axios, { AxiosInstance } from "axios"; import * as dotenv from "dotenv"; +import { temporalDataConverter } from "../../src/temporal/temporal-data-converter"; // Load environment variables from .env file dotenv.config(); @@ -32,7 +33,10 @@ const CONFIG = { TEST_API_KEY: process.env.TEST_API_KEY || "", TEST_TIMEOUT: parseInt(process.env.TEST_TIMEOUT || "300000", 10), // 5 minutes POLL_INTERVAL: 2000, // 2 seconds - WORKFLOW_TEMPLATE: process.env.WORKFLOW_TEMPLATE || "standard-ocr-workflow", + WORKFLOW_SLUG: process.env.WORKFLOW_SLUG || "standard-ocr", + WORKFLOW_VERSION: process.env.WORKFLOW_VERSION + ? parseInt(process.env.WORKFLOW_VERSION, 10) + : undefined, TEST_FILE: process.env.TEST_FILE || "test-document.jpg", MANAGE_WORKER: process.env.MANAGE_WORKER === "true", // Set to 'true' to auto-start/stop worker WORKER_STARTUP_DELAY: parseInt( @@ -55,24 +59,13 @@ function assertResolvedPathUnderRoot( } // --- Types --- -interface GraphWorkflowConfig { - schemaVersion: string; - metadata: { - name?: string; - description?: string; - tags?: string[]; - }; - entryNodeId: string; - ctx: Record; - nodes: Record; - edges: Array; -} - interface WorkflowInfo { id: string; + workflowVersionId: string; + slug: string; + version: number; name: string; description: string | null; - config: GraphWorkflowConfig; } interface UploadResponse { @@ -82,6 +75,20 @@ interface UploadResponse { file_path: string; } +interface DocumentDetails { + id: string; + status: string; + workflow_execution_id: string | null; + normalized_file_path: string | null; + group_id: string; +} + +/** Matches `@ai-di/blob-storage-paths` group-id validation used by OCR blob reads. */ +function isValidBlobGroupId(groupId: string): boolean { + if (groupId.length < 2) return false; + return /^[a-z][0-9a-z]+$/.test(groupId); +} + interface WorkflowStatus { status: WorkflowExecutionStatusName; result?: unknown; @@ -100,6 +107,7 @@ interface WorkflowProgress { let testDocumentId: string | null = null; let testWorkflowConfigId: string | null = null; let workflowExecutionId: string | null = null; +let testPassed = false; let api: AxiosInstance; let temporalClient: Client | null = null; let temporalConnection: Connection | null = null; @@ -237,6 +245,7 @@ async function checkTemporalServer(): Promise { const client = new Client({ connection: conn, namespace: CONFIG.TEMPORAL_NAMESPACE, + dataConverter: temporalDataConverter, }); // Try to list workflows to verify connection @@ -251,7 +260,8 @@ async function checkTemporalServer(): Promise { log(`Temporal Server connected at ${CONFIG.TEMPORAL_ADDRESS}`, "success"); return true; } catch (error) { - log(`Failed to connect to Temporal: ${error.message}`, "error"); + const msg = error instanceof Error ? error.message : String(error); + log(`Failed to connect to Temporal: ${msg}`, "error"); return false; } } @@ -299,32 +309,6 @@ async function runPreflightChecks(): Promise { } // --- Test Data Preparation --- -async function loadWorkflowConfig(): Promise { - log("Loading workflow configuration from template..."); - const templatePath = path.join( - __dirname, - `../../../docs-md/templates/${CONFIG.WORKFLOW_TEMPLATE}.json`, - ); - assertResolvedPathUnderRoot( - path.resolve(templatePath), - path.resolve(__dirname, "../../../docs-md/templates"), - ); - - if (!fs.existsSync(templatePath)) { - throw new Error(`Workflow template not found at ${templatePath}`); - } - - const configData = fs.readFileSync(templatePath, "utf-8"); - const config = JSON.parse(configData) as GraphWorkflowConfig; - - log( - `Loaded workflow config: ${config.metadata.name || "Unnamed"}`, - "success", - ); - log(`Template: ${CONFIG.WORKFLOW_TEMPLATE}`, "info"); - return config; -} - async function loadTestFile(): Promise { log("Loading test document..."); const testFilePath = path.join(__dirname, CONFIG.TEST_FILE); @@ -348,22 +332,31 @@ async function loadTestFile(): Promise { return base64; } -async function findWorkflowConfig(workflowName: string): Promise { +async function findWorkflowVersionIdBySlug( + workflowSlug: string, +): Promise { try { - log(`Looking up existing workflow: ${workflowName}...`); + log(`Looking up existing workflow by slug: ${workflowSlug}...`); const listResponse = await api.get("/api/workflows"); const existingWorkflow = listResponse.data.workflows?.find( - (w: WorkflowInfo) => w.name === workflowName, + (w: WorkflowInfo) => w.slug === workflowSlug, ); if (!existingWorkflow) { throw new Error( - `Workflow not found: ${workflowName}. Please ensure it exists in the database before running the test.`, + `Workflow not found: ${workflowSlug}. Please ensure it exists in the database before running the test.`, ); } - log(`Found workflow: ${existingWorkflow.id}`, "success"); - return existingWorkflow.id; + const versionInfo = + CONFIG.WORKFLOW_VERSION !== undefined + ? ` (pinned version=${CONFIG.WORKFLOW_VERSION})` + : ` (head version=${existingWorkflow.version})`; + log( + `Found workflow lineage=${existingWorkflow.id} versionId=${existingWorkflow.workflowVersionId}${versionInfo}`, + "success", + ); + return existingWorkflow.workflowVersionId; } catch (error: any) { log(`Failed to find workflow: ${error.message}`, "error"); if (error.response) { @@ -375,7 +368,7 @@ async function findWorkflowConfig(workflowName: string): Promise { async function uploadDocument( fileBase64: string, - workflowConfigId: string, + workflowVersionId: string, ): Promise { log("Uploading test document..."); @@ -386,7 +379,9 @@ async function uploadDocument( file_type: "image", original_filename: "test-document.jpg", model_id: "prebuilt-layout", - workflow_config_id: workflowConfigId, + // Upload accepts WorkflowVersion.id (or lineage id). We pass the resolved version id + // to exercise versionId-only Temporal starts. + workflow_config_id: workflowVersionId, metadata: { test: true, testRun: new Date().toISOString(), @@ -412,21 +407,61 @@ async function uploadDocument( } } +async function fetchDocument(documentId: string): Promise { + const response = await api.get(`/api/documents/${documentId}`); + return response.data as DocumentDetails; +} + +/** + * Upload returns before background OCR starts. Poll until the backend sets + * workflow_execution_id or marks the document failed. + */ +async function waitForOcrWorkflowStart( + documentId: string, + timeoutMs = 60_000, +): Promise { + log("Waiting for backend OCR to start Temporal workflow..."); + const startTime = Date.now(); + + while (Date.now() - startTime < timeoutMs) { + const doc = await fetchDocument(documentId); + + if (doc.workflow_execution_id) { + log(`Temporal workflow started: ${doc.workflow_execution_id}`, "success"); + return doc.workflow_execution_id; + } + + if (doc.status === "failed") { + const groupHint = !isValidBlobGroupId(doc.group_id) + ? ` API key group "${doc.group_id}" is not a valid blob group id (must match /^[a-z][0-9a-z]+$/). Re-seed the database (npm run db:seed) and ensure the API key uses group id "seeddefaultgroup".` + : ' Check backend logs for "Background OCR processing failed" or "Failed to start graph workflow".'; + throw new Error( + `Document ${documentId} failed before Temporal workflow started.${groupHint}`, + ); + } + + await sleep(CONFIG.POLL_INTERVAL); + } + + throw new Error( + `Timed out after ${(timeoutMs / 1000).toFixed(0)}s waiting for workflow_execution_id on document ${documentId}. Ensure backend-services and the Temporal worker are running.`, + ); +} + async function setupTestData(): Promise { section("Test Setup"); - const _workflowConfig = await loadWorkflowConfig(); const fileBase64 = await loadTestFile(); - testWorkflowConfigId = await findWorkflowConfig("multi-page-report-workflow"); + testWorkflowConfigId = await findWorkflowVersionIdBySlug( + CONFIG.WORKFLOW_SLUG, + ); const uploadResponse = await uploadDocument(fileBase64, testWorkflowConfigId); testDocumentId = uploadResponse.id; - // The workflow execution ID follows the pattern: graph-{documentId} - workflowExecutionId = `graph-${testDocumentId}`; - - log(`Workflow execution ID: ${workflowExecutionId}`, "info"); + workflowExecutionId = await waitForOcrWorkflowStart(testDocumentId); + log(`Monitoring workflow execution ID: ${workflowExecutionId}`, "info"); } // --- Workflow Monitoring --- @@ -438,6 +473,7 @@ async function initTemporalClient(): Promise { temporalClient = new Client({ connection: temporalConnection, namespace: CONFIG.TEMPORAL_NAMESPACE, + dataConverter: temporalDataConverter, }); log("Temporal client initialized", "success"); } @@ -616,16 +652,17 @@ async function displayDetailedErrorInfo(): Promise { } } -async function monitorWorkflow(): Promise { +async function monitorWorkflow(): Promise { section("Workflow Execution"); await initTemporalClient(); - log(`Monitoring workflow: ${workflowExecutionId}`); - log("Waiting for workflow to start..."); + if (!workflowExecutionId) { + log("Workflow execution ID not set", "error"); + return false; + } - // Wait a bit for workflow to start - await sleep(2000); + log(`Monitoring workflow: ${workflowExecutionId}`); const startTime = Date.now(); let lastStep = ""; @@ -636,7 +673,7 @@ async function monitorWorkflow(): Promise { if (elapsed > CONFIG.TEST_TIMEOUT) { log(`Workflow timeout after ${(elapsed / 1000).toFixed(1)}s`, "error"); - break; + return false; } try { @@ -678,7 +715,7 @@ async function monitorWorkflow(): Promise { "success", ); log(`Result: ${JSON.stringify(status.result, null, 2)}`, "info"); - break; + return true; } else if (status.status === "FAILED") { log(`Workflow failed after ${(elapsed / 1000).toFixed(1)}s`, "error"); @@ -689,16 +726,21 @@ async function monitorWorkflow(): Promise { // Fetch detailed error information from workflow history await displayWorkflowHistory(); await displayDetailedErrorInfo(); - break; + return false; } else if (status.status === "RUNNING") { // Continue monitoring } else { log(`Workflow status: ${status.status}`, "warn"); - break; + return false; } } catch (error) { - log(`Error monitoring workflow: ${error.message}`, "error"); - break; + const msg = error instanceof Error ? error.message : String(error); + if (/workflow not found/i.test(msg) && elapsed < 15_000) { + log("Workflow not visible in Temporal yet, retrying...", "warn"); + } else { + log(`Error monitoring workflow: ${msg}`, "error"); + return false; + } } await sleep(CONFIG.POLL_INTERVAL); @@ -720,7 +762,8 @@ async function cleanup(): Promise { await api.delete(`/api/documents/${testDocumentId}`); log(`Test document deleted: ${testDocumentId}`, "success"); } catch (error) { - log(`Could not delete test document: ${error.message}`, "warn"); + const msg = error instanceof Error ? error.message : String(error); + log(`Could not delete test document: ${msg}`, "warn"); } } @@ -732,7 +775,8 @@ async function cleanup(): Promise { // Stop worker if we started it await stopWorker(); } catch (error) { - log(`Cleanup error: ${error.message}`, "warn"); + const msg = error instanceof Error ? error.message : String(error); + log(`Cleanup error: ${msg}`, "warn"); } } @@ -803,16 +847,22 @@ async function runIntegrationTest(): Promise { await setupTestData(); // Monitor workflow execution - await monitorWorkflow(); + testPassed = await monitorWorkflow(); // Cleanup await cleanup(); + if (!testPassed) { + section("❌ Integration Test Failed"); + process.exit(1); + } + section("✅ Integration Test Completed"); } catch (error) { - log(`Test failed with error: ${error.message}`, "error"); - if (error.stack) { - logger.error(error.stack); + const err = error as { message?: string; stack?: string }; + log(`Test failed with error: ${err.message ?? String(error)}`, "error"); + if (err.stack) { + logger.error(err.stack); } // Attempt cleanup even on failure @@ -828,6 +878,21 @@ async function runIntegrationTest(): Promise { // Run the test if (require.main === module) { + if (process.argv.includes("--help") || process.argv.includes("-h")) { + logger.log("Graph workflow integration test"); + logger.log(""); + logger.log("Environment variables:"); + logger.log(" TEST_API_KEY required (x-api-key for backend)"); + logger.log(" BACKEND_URL default http://localhost:3002"); + logger.log(" TEMPORAL_ADDRESS default localhost:7233"); + logger.log(" TEMPORAL_NAMESPACE default default"); + logger.log(" WORKFLOW_SLUG default standard-ocr (seed slug)"); + logger.log(" WORKFLOW_VERSION optional integer"); + logger.log(" TEST_FILE default test-document.jpg"); + logger.log(" MANAGE_WORKER true|false (default false)"); + process.exit(0); + } + runIntegrationTest().catch((error) => { logger.error("Unhandled error:", error); process.exit(1); diff --git a/docs-md/graph-workflows/DAG_WORKFLOW_ENGINE.md b/docs-md/graph-workflows/DAG_WORKFLOW_ENGINE.md index 97e0d5e7d..1f3612925 100644 --- a/docs-md/graph-workflows/DAG_WORKFLOW_ENGINE.md +++ b/docs-md/graph-workflows/DAG_WORKFLOW_ENGINE.md @@ -335,6 +335,8 @@ Edge types: ### 4.4 Worked Example: Current OCR Workflow as a Graph +> **Canonical OCR templates** use `ocrResponseRef`, `ocrResultRef`, and `cleanedResultRef` in workflow `ctx` (activity **ports** stay `ocrResponse` / `ocrResult` / `cleanedResult`). See [`templates/standard-ocr-workflow.json`](templates/standard-ocr-workflow.json) and [TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md](../temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md). The JSON below is an older illustration of graph shape; do not copy legacy ctx key names into new workflows. + This is the equivalent of the current 11-step `ocrWorkflow` expressed in the new graph schema: ```json @@ -662,6 +664,30 @@ This demonstrates multi-page document splitting, parallel OCR, classification, a ## 5. Temporal Execution Engine +### 5.0 Temporal payload footprint (OCR refs) + +Large Azure OCR JSON must not flow through Temporal event history. The footprint-reduction release uses: + +**`OcrPayloadRef` in workflow `ctx`** (not inline JSON): + +| Legacy ctx key | Current ctx key | Activity port (unchanged) | +|----------------|-----------------|-----------------------------| +| `ocrResponse` | `ocrResponseRef` | `response` on poll; `ocrResponse` on extract | +| `ocrResult` | `ocrResultRef` | `ocrResult` | +| `cleanedResult` | `cleanedResultRef` | `cleanedResult` | + +Each ref is a small object: `{ documentId, blobPath, storage: "blob", status?, byteLength? }`. Activities read/write blobs under `{groupId}/ocr/{documentId}/` (e.g. `azure-response.json`, `ocr-result.json`, `cleaned-result.json`). Structured fields for the UI still land in `ocr_results` via `ocr.storeResults`. + +**Poll conditions** reference ref status, e.g. `ctx.ocrResponseRef.status` (not `ctx.ocrResponse.status`). + +**`transform` / `fieldMapping` templates** use `{{ocrResultRef.*}}`, `{{ocrResponseRef.*}}`, `{{cleanedResultRef.*}}`. + +On **document delete**, `DocumentService.deleteDocument` best-effort deletes the `{groupId}/ocr/{documentId}/` prefix. + +**Benchmark / ground-truth overrides:** optional `workflowConfigOverrides` on `GraphWorkflowInput` (dot paths from `exposedParams`). The worker merges them in `getWorkflowGraphConfig` before hash check and execution; `configHash` must be `hash(merged config)`. + +See [TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md](../temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md) and [TEMPORAL_FOOTPRINT_IMPLEMENTATION_STATUS.md](../temporal/TEMPORAL_FOOTPRINT_IMPLEMENTATION_STATUS.md). + ### 5.1 The `graphWorkflow` Function A single exported Temporal workflow function that replaces `ocrWorkflow`: @@ -672,15 +698,18 @@ export const GRAPH_WORKFLOW_TYPE = 'graphWorkflow'; export async function graphWorkflow(input: GraphWorkflowInput): Promise; ``` -**Input**: +**Start args (versionId-only)** — the full graph JSON is **not** passed on `workflow.start`. The worker loads it via the `getWorkflowGraphConfig` activity using `workflowVersionId` and verifies `configHash`. ```typescript interface GraphWorkflowInput { - graph: GraphWorkflowConfig; // The full graph definition - initialCtx: Record; // Initial context values (documentId, blobKey, etc.) - configHash: string; // SHA-256 of the canonicalized graph (see Section 12) - runnerVersion: string; // Version of the graph runner engine + workflowVersionId: string; // WorkflowVersion.id (or lineage id/name resolved in activity) + configHash: string; // SHA-256 of canonicalized config at publish time (see Section 12) + initialCtx: Record; // documentId, blobKey, fileName, etc. + runnerVersion: string; // Graph runner semver + groupId?: string | null; // Injected into activities as groupId + requestId?: string; // API correlation id parentWorkflowId?: string; // Set when invoked as a child workflow + workflowConfigOverrides?: Record; // Merged at load (benchmark / ground truth) } ``` @@ -688,12 +717,22 @@ interface GraphWorkflowInput { ```typescript interface GraphWorkflowResult { - ctx: Record; // Final context state - completedNodes: string[]; // IDs of all nodes that completed status: "completed" | "failed" | "cancelled"; + completedNodes: string[]; + documentId?: string; + refs?: { + ocrResponseRef?: OcrPayloadRef; + ocrResultRef?: OcrPayloadRef; + cleanedResultRef?: OcrPayloadRef; + }; + failedNodeId?: string; + outputPaths?: string[]; + error?: string; } ``` +`getStatus` queries return progress and node status; large OCR bodies are not included in the query payload (refs only where needed). + ### 5.1.1 Pre-Execution Hook: Automatic Status Update Before executing the workflow graph, the `graphWorkflow` function automatically updates the document status to `ongoing_ocr` if `documentId` is present in the initial context. This ensures that the document status is properly tracked without requiring an explicit `document.updateStatus` node at the beginning of every workflow. @@ -728,7 +767,7 @@ if (input.initialCtx.documentId && typeof input.initialCtx.documentId === 'strin For benchmark runs that only change nodes **after** Azure OCR (`extractResults` and downstream), the benchmark orchestrator may set a reserved key on `initialCtx`: -- **`__benchmarkOcrCache`**: `{ ocrResponse: OCRResponse }` — full Azure poll response JSON from a prior benchmark run (stored in `benchmark_ocr_cache`). +- **`__benchmarkOcrCache`**: `{ ocrResponse: OCRResponse }` — full Azure poll response JSON from a prior benchmark run (stored in `benchmark_ocr_cache`). Merged into submit/poll/extract parameters for replay; activities still write **`ocrResponseRef`** to ctx when executing the poll/extract path. The graph runner merges this into **`azureOcr.submit`**, **`azureOcr.poll`**, and **`azureOcr.extract`** activity parameters so submit/poll skip the network when replaying. See [OCR_IMPROVEMENT_PIPELINE.md](../OCR_IMPROVEMENT_PIPELINE.md) § Benchmark OCR cache. @@ -951,7 +990,9 @@ When a `map` node creates parallel branches: ### 7.4 Context Serialization -The ctx object must be JSON-serializable at all times (it flows through Temporal's event history). Large payloads (binary data, full OCR results) should be stored externally (see Section 13) with only references (blob keys, document IDs) kept in ctx. +The ctx object must be JSON-serializable at all times (it flows through Temporal's event history). **OCR pipeline graphs must use `*Ref` ctx keys** (`ocrResponseRef`, `ocrResultRef`, `cleanedResultRef`) holding `OcrPayloadRef` metadata; activities load full JSON from blob storage. Activity **port names** remain `ocrResponse`, `ocrResult`, `cleanedResult` — bindings map ports to `*Ref` ctx keys (see §5.0). + +Other large payloads (binary data, page PDFs) use blob paths (`pageBlobPath`, `blobKey`) rather than inline base64 in ctx. Temporal clients and the worker use a gzip `PayloadCodec` for remaining payloads (see [TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md](../temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md) §3.10). --- diff --git a/docs-md/graph-workflows/WORKFLOW_BUILDER_GUIDE.md b/docs-md/graph-workflows/WORKFLOW_BUILDER_GUIDE.md index 16b83959d..d2520a136 100644 --- a/docs-md/graph-workflows/WORKFLOW_BUILDER_GUIDE.md +++ b/docs-md/graph-workflows/WORKFLOW_BUILDER_GUIDE.md @@ -422,8 +422,7 @@ Before placing nodes, define the variables your workflow will use. At minimum, y For OCR workflows, you'll also typically need: - `modelId` (text, default: "prebuilt-layout") — which OCR model to use -- `ocrResult` (object) — will hold the OCR output -- `cleanedResult` (object) — will hold post-processed results +- `ocrResponseRef`, `ocrResultRef`, `cleanedResultRef` (object) — blob references (`OcrPayloadRef`), not inline OCR JSON ### Step 3: Place and Configure Nodes @@ -436,21 +435,21 @@ For OCR workflows, you'll also typically need: - Bind output: write `apimRequestId` to context 3. Add a **Poll Until** node for **Poll OCR Results** - - Bind input: `apimRequestId` from context - - Set condition: stop when status is no longer "running" + - Bind inputs: `apimRequestId`, `documentId`, `modelId` from context + - Set condition: stop when `ocrResponseRef.status` is no longer `running` - Set interval: 10 seconds, with a 5-second initial delay - - Bind output: write `ocrResponse` to context + - Bind output port `response` → context `ocrResponseRef` 4. Add an **Extract OCR Results** activity node - - Bind inputs: `apimRequestId`, `ocrResponse`, `fileName` - - Bind output: write `ocrResult` to context + - Bind inputs: `apimRequestId`, `ocrResponse` ← `ocrResponseRef`, `fileName`, `documentId` + - Bind output port `ocrResult` → context `ocrResultRef` 5. Add a **Post-OCR Cleanup** activity node - - Bind input: `ocrResult` - - Bind output: `cleanedResult` + - Bind input port `ocrResult` ← `ocrResultRef`; bind `documentId` + - Bind output port `cleanedResult` → context `cleanedResultRef` 6. Add a **Store Results** activity node - - Bind inputs: `documentId`, `cleanedResult` + - Bind inputs: `documentId`, `cleanedResult` ← `cleanedResultRef` ### Step 4: Connect the Nodes diff --git a/docs-md/temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md b/docs-md/temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md index 07444a5ba..4b39a708b 100644 --- a/docs-md/temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md +++ b/docs-md/temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md @@ -1,9 +1,11 @@ # Temporal Data Footprint Reduction — Single-Sweep Spec -> **Status:** Ready for implementation (decisions locked 2026-05-25; second holistic review incorporated) +> **Status:** Implementation largely complete in codebase; cutover (§7) pending. > **Strategy:** One release + **atomic maintenance cutover**. All existing Temporal executions and history are discarded. No dual-read, no legacy inline OCR **values** in workflow history. > **Out of scope:** `azureOcr.submitAndWait` and removing `pollUntil` + `azureOcr.poll` from templates (separate ticket). Azure graphs still emit **one history event per poll iteration** (small payloads after refs). +**Verification (local):** G.2 integration harness — 2026-05-27. See [TEMPORAL_FOOTPRINT_IMPLEMENTATION_STATUS.md](./TEMPORAL_FOOTPRINT_IMPLEMENTATION_STATUS.md). + **Companion:** [benchmarking-temporal-history-bloat-fix.md](../benchmarking-temporal-history-bloat-fix.md), [DAG_WORKFLOW_ENGINE.md](../graph-workflows/DAG_WORKFLOW_ENGINE.md) §7.4 --- @@ -253,7 +255,7 @@ Used by templates such as `multi-page-report-workflow.json` (`workflowRef.type: ### C. Orchestration -- [ ] **C.1** Base64 activities per §3.8; update all dependent graph JSON + example workflow doc. +- [x] **C.1** Base64 activities per §3.8; update all dependent graph JSON + example workflow doc. - [ ] **C.2** Library `childWorkflow` per §3.9 (`getWorkflowGraphConfig` returns resolved cuid + child `configHash` only; versionId-only `executeChild`; `refs` output mappings) in `node-executors.ts`. - [ ] **C.3** `map` threshold 20 + `ExecutionState.workflowVersionId` per §3.9; update stale “> 50 items” comment in `executeMapNode`. @@ -264,19 +266,19 @@ Used by templates such as `multi-page-report-workflow.json` (`workflowRef.type: - [ ] **D.3** `TemporalClientService.startGraphWorkflow` — versionId-only args; prod path drops `graphOverride`. - [ ] **D.4** Document/OCR/benchmark/ground-truth paths: no OCR body from `handle.result()`. - [ ] **D.5** Payload codec on worker + all Temporal clients (§3.10). -- [ ] **D.6** Optional: delete `{groupId}/ocr/{documentId}/` blob prefix on document delete (or document existing lifecycle hook). +- [x] **D.6** Delete `{groupId}/ocr/{documentId}/` blob prefix on document delete — verified 2026-05-27 (`DocumentService.deleteDocument`). - [ ] **D.7** Workflow version **publish/save** API: recompute and persist `configHash` whenever `workflow_versions.config` is written (prevents mismatch on next `graphWorkflow` start). ### E. Workflow config migration (all tenants) - [ ] **E.1** `migrateGraphConfigToOcrRefs` (§5.3) + tests (standard, Mistral, multi-page, classifier, custom sample). -- [ ] **E.2** CLI `workflow:migrate-ocr-refs` — `--dry-run` / `--apply`. +- [x] **E.2** CLI `workflow:migrate-ocr-refs` — `npm run workflow:migrate-ocr-refs` / `:apply` (verified dry-run 2026-05-28). - [ ] **E.3** Migrate `benchmark_definitions.workflow_config_overrides` (§5.2 walk). - [ ] **E.4** Edit §5.1 template JSON in repo. - [ ] **E.5** Optional §5.4 template head refresh (slug map). - [ ] **E.6** §5.7 recompute `benchmark_definitions.workflowConfigHash`. - [ ] **E.7** §5.5 gate + per-row `validateGraphConfig`. -- [ ] **E.8** Docs: `DAG_WORKFLOW_ENGINE.md`, `WORKFLOW_BUILDER_GUIDE.md`, `WORKFLOW_NODE_CATALOG.md`. +- [x] **E.8** Docs: `DAG_WORKFLOW_ENGINE.md`, `WORKFLOW_BUILDER_GUIDE.md`, `WORKFLOW_NODE_CATALOG.md` — updated 2026-05-27. ### F. Platform (cutover) @@ -287,8 +289,8 @@ Used by templates such as `multi-page-report-workflow.json` (`workflowRef.type: ### G. Verification -- [ ] **G.1** Unit tests: refs, poll/extract/mistral, migrator, benchmark wrapper flatten, library `childWorkflow` child-hash + `refs` mappings, `config-hash` parity (temporal vs backend). -- [ ] **G.2** Docker-compose + update `apps/backend-services/integration-tests/graph-workflow-tests/` harness for versionId-only starts. +- [x] **G.1** Unit tests — verified 2026-05-28 (`apps/temporal` 77 suites / 952 tests; backend migrator + config-hash). +- [x] **G.2** Docker-compose + update `apps/backend-services/integration-tests/graph-workflow-tests/` harness for versionId-only starts — verified 2026-05-27. - [ ] **G.3** Staging: 100-sample benchmark + OCR cache replay. - [ ] **G.4** New `graph-{documentId}`: activity payloads ≪ pre-change; note poll **count** may still be high. diff --git a/docs-md/temporal/TEMPORAL_FOOTPRINT_IMPLEMENTATION_STATUS.md b/docs-md/temporal/TEMPORAL_FOOTPRINT_IMPLEMENTATION_STATUS.md new file mode 100644 index 000000000..1eb7463ff --- /dev/null +++ b/docs-md/temporal/TEMPORAL_FOOTPRINT_IMPLEMENTATION_STATUS.md @@ -0,0 +1,52 @@ +# Temporal footprint reduction — status + +> Plan: [TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md](./TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md) + +## Verified + +| Item | Date | +|------|------| +| G.1 unit tests (temporal suite, migrator, config-hash, ref activities) | 2026-05-28 | +| G.2 local `test:int:workflow` (`WORKFLOW_SLUG=standard-ocr`) | 2026-05-26 (re-run pass) | +| E.8 workflow docs (`DAG_WORKFLOW_ENGINE`, builder guides, node catalog) | 2026-05-27 | +| D.6 OCR blob prefix delete on document delete | 2026-05-27 | +| §5.5 gate (local): `workflow:migrate-ocr-refs` dry-run — 0 legacy keys | 2026-05-28 | +| `workflowConfigOverrides` tests (graph, benchmark, OCR/ground-truth starters) | 2026-05-26 | + +## Done in code + +Refs + gzip codec, `graphWorkflow` versionId/hash load, benchmark slim starts, map/library child workflows, repo templates `*Ref`, migrator CLI, D.6/D.7, load-time `workflowConfigOverrides` (benchmark, ground truth, OCR), shared `@ai-di/graph-workflow-config` (hash + overrides), benchmark `groupId` threaded from dataset materialize → sample → `graphWorkflow`. + +## Cutover checklist + +**Order:** block traffic → deploy → migrator → gate → Temporal wipe → resume. + +### Pre-cutover + +- [x] Re-run `npm run test:int:workflow` (stack up: docker-compose, worker, backend) +- [ ] `npm run workflow:migrate-ocr-refs:apply` on staging/prod (local already clean) +- [ ] **G.3** Staging: 100-sample benchmark + OCR cache replay +- [ ] **G.4** Staging: spot-check history payload on new `graph-{documentId}` + +### Cutover (§7) + +- [ ] Staging cutover, then prod (same atomic steps) +- [ ] Temporal DB wipe + 24h retention +- [ ] SQL: clear `workflow_execution_id` on all documents +- [ ] §5.5 gate before resuming traffic + +### Post-cutover + +- [ ] **F.3** `upsertSearchAttributes` on terminal graph status +- [ ] **F.4** Alerts: temporal-pg disk, history limits, queue depth + +## Override test coverage + +| Scenario | Test location | +|----------|----------------| +| Merged hash + ctx default | `apps/temporal/src/graph-workflow.test.ts` | +| `CONFIG_HASH_MISMATCH` (base hash + overrides) | same | +| Node `parameters` override at runtime | same | +| Benchmark sample → `graphWorkflow` | `apps/temporal/src/benchmark-sample-workflow.test.ts` | +| `startGraphWorkflow` / benchmark Temporal start | `temporal-client.service.spec.ts`, `benchmark-temporal.service.spec.ts`, `benchmark-run.service.spec.ts` | +| Ground truth `requestOcr(..., overrides)` | `ground-truth-generation.service.spec.ts` | diff --git a/docs-md/temporal/page-extract-blob-path.md b/docs-md/temporal/page-extract-blob-path.md new file mode 100644 index 000000000..2357ce283 --- /dev/null +++ b/docs-md/temporal/page-extract-blob-path.md @@ -0,0 +1,30 @@ +# Page extract blob path (C.1) + +`document.extractToBase64` (`extract-pages-base64.ts`) no longer returns inline base64 in activity results. + +## Activity output + +| Port | Type | Description | +|------|------|-------------| +| `pageBlobPath` | string | Blob path of the extracted page-range PDF | +| `pageIndex` | number | First extracted page (1-based, equals `startPage`) | +| `byteLength` | number | Written PDF size in bytes | +| `pageCount` | number | `endPage - startPage + 1` | + +## Activity input + +Requires `groupId` (and `blobKey`, `startPage`, `endPage`). `documentId` is optional when derivable from `blobKey` (`{groupId}/ocr/{documentId}/...`). + +## Blob layout + +`{groupId}/ocr/{documentId}/page-extracts/page-range-{start}-{end}.pdf` + +## Workflow migration + +`migrateGraphConfigToOcrRefs` also runs `migrateExtractToBase64Bindings`: + +- Output port `base64` → `pageBlobPath` +- Ctx keys like `section2Base64` → `section2PageBlobPath` +- Field mappings `{{section2Base64.` → `{{section2PageBlobPath.` + +Downstream steps should read the PDF from blob (e.g. `blob.read` with `pageBlobPath`, or activities that accept a blob key). diff --git a/docs-md/workflow-builder/WORKFLOW_BUILDER_GUIDE.md b/docs-md/workflow-builder/WORKFLOW_BUILDER_GUIDE.md index 16b83959d..33c9c9876 100644 --- a/docs-md/workflow-builder/WORKFLOW_BUILDER_GUIDE.md +++ b/docs-md/workflow-builder/WORKFLOW_BUILDER_GUIDE.md @@ -8,7 +8,7 @@ This document serves as the design reference for the visual workflow builder int A workflow is a pipeline of steps that processes documents. You build one by placing **nodes** on a canvas and connecting them with **edges**. When a document enters the workflow, the engine starts at the first node and follows the connections, executing each step in order. Where the path splits, the engine can run branches in parallel or choose a path based on conditions. -Every workflow has a **context** — a shared data store that nodes read from and write to as the workflow runs. Think of it as a set of named variables (like `documentId`, `ocrResult`, `confidenceScore`) that flow through the pipeline. Each node declares what it reads and what it produces. +Every workflow has a **context** — a shared data store that nodes read from and write to as the workflow runs. Think of it as a set of named variables (like `documentId`, `ocrResultRef`, `confidenceScore`) that flow through the pipeline. Each node declares what it reads and what it produces. For Azure OCR, large JSON lives in blob storage; context holds **refs** (`ocrResponseRef`, `ocrResultRef`, `cleanedResultRef`) — see [WORKFLOW_NODE_CATALOG.md](WORKFLOW_NODE_CATALOG.md) and [TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md](../temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md). --- @@ -422,8 +422,7 @@ Before placing nodes, define the variables your workflow will use. At minimum, y For OCR workflows, you'll also typically need: - `modelId` (text, default: "prebuilt-layout") — which OCR model to use -- `ocrResult` (object) — will hold the OCR output -- `cleanedResult` (object) — will hold post-processed results +- `ocrResponseRef`, `ocrResultRef`, `cleanedResultRef` (object) — blob references, not full OCR JSON ### Step 3: Place and Configure Nodes @@ -436,21 +435,21 @@ For OCR workflows, you'll also typically need: - Bind output: write `apimRequestId` to context 3. Add a **Poll Until** node for **Poll OCR Results** - - Bind input: `apimRequestId` from context - - Set condition: stop when status is no longer "running" + - Bind inputs: `apimRequestId`, `documentId`, `modelId` + - Set condition: stop when `ocrResponseRef.status` is not `running` - Set interval: 10 seconds, with a 5-second initial delay - - Bind output: write `ocrResponse` to context + - Bind output: port `response` → `ocrResponseRef` 4. Add an **Extract OCR Results** activity node - - Bind inputs: `apimRequestId`, `ocrResponse`, `fileName` - - Bind output: write `ocrResult` to context + - Bind inputs: `apimRequestId`, `ocrResponse` ← `ocrResponseRef`, `fileName`, `documentId` + - Bind output: port `ocrResult` → `ocrResultRef` 5. Add a **Post-OCR Cleanup** activity node - - Bind input: `ocrResult` - - Bind output: `cleanedResult` + - Bind `ocrResult` ← `ocrResultRef`, `documentId` + - Bind output: `cleanedResultRef` 6. Add a **Store Results** activity node - - Bind inputs: `documentId`, `cleanedResult` + - Bind inputs: `documentId`, `cleanedResult` ← `cleanedResultRef` ### Step 4: Connect the Nodes diff --git a/docs-md/workflow-builder/WORKFLOW_NODE_CATALOG.md b/docs-md/workflow-builder/WORKFLOW_NODE_CATALOG.md index f78b15256..cc53c6a9b 100644 --- a/docs-md/workflow-builder/WORKFLOW_NODE_CATALOG.md +++ b/docs-md/workflow-builder/WORKFLOW_NODE_CATALOG.md @@ -23,6 +23,20 @@ Every node has the same outline: When a parameter is **required** vs **optional**, that's noted. Optional parameters with sensible defaults should be collapsed into an "Advanced" section by default to keep the UI clean. +### OCR blob references (workflow context) + +Azure OCR graphs store **references** in workflow context, not full JSON: + +| Context variable (author names this) | Typical default name | Activity port | +|--------------------------------------|----------------------|---------------| +| Poll response ref | `ocrResponseRef` | `response` (poll) / `ocrResponse` (extract input) | +| Structured OCR ref | `ocrResultRef` | `ocrResult` | +| Cleaned OCR ref | `cleanedResultRef` | `cleanedResult` | + +Each value is an `OcrPayloadRef` (`documentId`, `blobPath`, `status`, …). **Poll Until** stop conditions should reference the ref’s status, e.g. `ocrResponseRef.status` not `running`. **Switch** / **transform** expressions use the same `*Ref` names. + +Canonical JSON: [`docs-md/graph-workflows/templates/standard-ocr-workflow.json`](../graph-workflows/templates/standard-ocr-workflow.json). Spec: [TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md](../temporal/TEMPORAL_DATA_FOOTPRINT_REDUCTION_PLAN.md). + --- ## Standard settings (apply to most nodes) @@ -86,7 +100,7 @@ A condition is a tree of: - **Combinator** — `AND`, `OR`, `NOT` of one or more sub-conditions. A *value* is either: -- A **variable reference**, including dotted paths (e.g., `currentSegment.segmentType`, `ocrResponse.status`). Should autocomplete from available upstream outputs and trigger inputs. +- A **variable reference**, including dotted paths (e.g., `currentSegment.segmentType`, `ocrResponseRef.status`). Should autocomplete from available upstream outputs and trigger inputs. - A **literal value** — a typed-in number, text, true/false, or list (depending on what makes sense for the operator). Designer note: simple cases (a single comparison) should look as clean as possible — like a single row with three fields. The tree structure should only appear when the user adds AND/OR/NOT. @@ -271,12 +285,13 @@ This is normally exposed as a preconfigured **Wait & Retry** node with the polli - **Standard label, timeouts, retry, error handling.** - **Inputs ("This step reads"):** - **Request ID** *(required)* — From **Submit OCR**'s output. + - **Document ID** *(required for blob refs)* — Usually wired from trigger/context (`documentId`). - **Outputs ("This step produces"):** - - **OCR poll response** *(required)* — Name for the response (becomes available downstream and to the stop condition). + - **OCR poll response ref** *(required)* — Context name for the ref (convention: `ocrResponseRef`; activity port `response`). Used by the stop condition (`ocrResponseRef.status`). - **Static parameters:** - **OCR model ID** *(required, defaults from upstream)*. - **Wait & Retry settings (preconfigured but editable):** - - **Stop condition**: pre-filled with "OCR poll response status not equals `running`" — the user shouldn't normally need to edit this. + - **Stop condition**: pre-filled with "OCR poll response ref status not equals `running`" (`ocrResponseRef.status`) — the user shouldn't normally need to edit this. - **Interval between polls** *(default `10s`)*. - **Initial delay** *(default `5s`)*. - **Maximum attempts** *(default `20`)*. @@ -300,9 +315,10 @@ This is normally exposed as a preconfigured **Wait & Retry** node with the polli - **File name** *(required)*. - **File type** *(required)* — `pdf` or `image`. - **OCR model ID** *(required)*. - - **OCR poll response** *(optional)* — If provided, used directly; otherwise the activity refetches it from Azure. + - **OCR poll response ref** *(required)* — Context `ocrResponseRef` bound to port `ocrResponse`. + - **Document ID** *(required for blob refs)*. - **Outputs ("This step produces"):** - - **OCR result** *(required)* — Name for the structured result. + - **OCR result ref** *(required)* — Context name (convention: `ocrResultRef`; port `ocrResult`). --- From 900bb91fc4247b69d99ca1152341a032d64e2228 Mon Sep 17 00:00:00 2001 From: dbarkowsky Date: Mon, 1 Jun 2026 15:13:44 -0700 Subject: [PATCH 17/66] plain error boundary, no mantine, move up DOM --- .../frontend/src/components/ErrorBoundary.tsx | 38 ++++++++++++++----- apps/frontend/src/main.tsx | 20 +++++----- 2 files changed, 38 insertions(+), 20 deletions(-) diff --git a/apps/frontend/src/components/ErrorBoundary.tsx b/apps/frontend/src/components/ErrorBoundary.tsx index 7cc233527..a51b86f3f 100644 --- a/apps/frontend/src/components/ErrorBoundary.tsx +++ b/apps/frontend/src/components/ErrorBoundary.tsx @@ -1,4 +1,3 @@ -import { Button, Center, Stack, Text, Title } from "@mantine/core"; import { Component, type ErrorInfo, type ReactNode } from "react"; import { apiService } from "../data/services/api.service"; @@ -59,18 +58,37 @@ export class ErrorBoundary extends Component< if (this.state.hasError) { const attemptsLeft = MAX_RETRIES - this.state.retryCount; return ( -
- - Something went wrong - +
+
+

Something went wrong

+

An unexpected error occurred. Please try again or contact support if the problem persists. - - - -

+ + + ); } diff --git a/apps/frontend/src/main.tsx b/apps/frontend/src/main.tsx index 4ebfff531..a6a1b9702 100644 --- a/apps/frontend/src/main.tsx +++ b/apps/frontend/src/main.tsx @@ -13,17 +13,17 @@ import { ErrorBoundary } from "./components"; createRoot(document.getElementById("root")!).render( - - - - - + + + + + - - - - - + + + + + , ); From 44e68fcd6bb2355ad79c4de83a1843d2f424363c Mon Sep 17 00:00:00 2001 From: kmandryk Date: Thu, 4 Jun 2026 12:56:14 -0700 Subject: [PATCH 18/66] Prevent prototype pollution in workflow overrides Reject unsafe dot-path segments to prevent prototype pollution when applying workflow config overrides. Add a UNSAFE_PATH_SEGMENTS check and assertSafePathSegments in packages/graph-workflow-config, call it from setNestedValue, and tighten property checks using Object.prototype.hasOwnProperty.call. Add unit tests in apps/backend-services to ensure __proto__ and constructor segments are rejected. Update docs to document the security behavior and note that benchmark APIs further whitelist overrides against exposedParams. --- .../workflow-config-overrides.spec.ts | 20 ++++++++++++++++ docs-md/workflow-config-overrides.md | 7 +++++- .../src/workflow-config-overrides.ts | 24 +++++++++++++++---- 3 files changed, 46 insertions(+), 5 deletions(-) diff --git a/apps/backend-services/src/benchmark/workflow-config-overrides.spec.ts b/apps/backend-services/src/benchmark/workflow-config-overrides.spec.ts index b6391b9f6..91408fa8c 100644 --- a/apps/backend-services/src/benchmark/workflow-config-overrides.spec.ts +++ b/apps/backend-services/src/benchmark/workflow-config-overrides.spec.ts @@ -333,4 +333,24 @@ describe("applyWorkflowConfigOverrides", () => { expect(params["model"]).toBe("gpt-4o"); expect(params["temperature"]).toBe(0.1); }); + + it("rejects __proto__ path segments to prevent prototype pollution", () => { + const config = makeWorkflowConfig(); + expect(() => + applyWorkflowConfigOverrides(config, { + "__proto__.polluted": true, + }), + ).toThrow(/Unsafe override path segment: __proto__/); + expect({}.hasOwnProperty("polluted")).toBe(false); + }); + + it("rejects constructor path segments to prevent prototype pollution", () => { + const config = makeWorkflowConfig(); + expect(() => + applyWorkflowConfigOverrides(config, { + "constructor.prototype.polluted": true, + }), + ).toThrow(/Unsafe override path segment: constructor/); + expect({}.hasOwnProperty("polluted")).toBe(false); + }); }); diff --git a/docs-md/workflow-config-overrides.md b/docs-md/workflow-config-overrides.md index f4c0e02dc..e62a30759 100644 --- a/docs-md/workflow-config-overrides.md +++ b/docs-md/workflow-config-overrides.md @@ -42,9 +42,14 @@ A definition can override: - Users edit the JSON to change values - Overrides are displayed in the definition detail view and run detail page +## Security + +`applyWorkflowConfigOverrides` (in `@ai-di/graph-workflow-config`) rejects dot-path segments named `__proto__`, `constructor`, or `prototype` so override keys cannot pollute `Object.prototype`. Benchmark APIs additionally whitelist paths against each workflow's `exposedParams`. + ## Key Implementation Files -- `apps/backend-services/src/benchmark/workflow-config-overrides.ts` — utility functions +- `packages/graph-workflow-config/src/workflow-config-overrides.ts` — deep-apply helper (shared with Temporal) +- `apps/backend-services/src/benchmark/workflow-config-overrides.ts` — validation and re-exports - `apps/backend-services/src/benchmark/benchmark-definition.service.ts` — validation on create/update - `apps/backend-services/src/benchmark/benchmark-run.service.ts` — applies overrides at run start - `apps/frontend/src/features/benchmarking/components/CreateDefinitionDialog.tsx` — JSON editor diff --git a/packages/graph-workflow-config/src/workflow-config-overrides.ts b/packages/graph-workflow-config/src/workflow-config-overrides.ts index 3648e77e4..cb0e87dc2 100644 --- a/packages/graph-workflow-config/src/workflow-config-overrides.ts +++ b/packages/graph-workflow-config/src/workflow-config-overrides.ts @@ -11,23 +11,39 @@ export function applyWorkflowConfigOverrides( return result; } +const UNSAFE_PATH_SEGMENTS = new Set(["__proto__", "constructor", "prototype"]); + +function assertSafePathSegments(parts: string[]): void { + for (const part of parts) { + if (UNSAFE_PATH_SEGMENTS.has(part)) { + throw new Error(`Unsafe override path segment: ${part}`); + } + } +} + function setNestedValue( obj: Record, path: string, value: unknown, ): void { const parts = path.split("."); + assertSafePathSegments(parts); + let current: Record = obj; for (let i = 0; i < parts.length - 1; i++) { const part = parts[i]; + const existing = Object.prototype.hasOwnProperty.call(current, part) + ? current[part] + : undefined; if ( - current[part] === undefined || - current[part] === null || - typeof current[part] !== "object" + existing === undefined || + existing === null || + typeof existing !== "object" ) { current[part] = {}; } current = current[part] as Record; } - current[parts[parts.length - 1]] = value; + const leaf = parts[parts.length - 1]; + current[leaf] = value; } From bd319ca0eb81daa8f48aa5ad04287826158abe2d Mon Sep 17 00:00:00 2001 From: kmandryk Date: Thu, 4 Jun 2026 13:10:56 -0700 Subject: [PATCH 19/66] Prevent prototype pollution in config overrides Harden applyWorkflowConfigOverrides against prototype pollution and invalid path segments. Replace JSON.parse-based cloning with deepCloneToNullPrototype to produce null-prototype objects, so nested assignments cannot reach Object.prototype. Add SAFE_PATH_SEGMENT regex and isSafeOverridePathSegment to validate dot-path segments (reject blocklisted names, empty segments, and non-identifier segments), and update assertSafePathSegments to use it. Make setNestedValue create null-prototype objects for intermediate nodes. Update tests to use Object.hasOwn and add a test rejecting non-identifier segments; update docs to reflect the stricter rules. --- .../workflow-config-overrides.spec.ts | 13 +++++- docs-md/workflow-config-overrides.md | 2 +- .../src/workflow-config-overrides.ts | 43 ++++++++++++++++--- 3 files changed, 48 insertions(+), 10 deletions(-) diff --git a/apps/backend-services/src/benchmark/workflow-config-overrides.spec.ts b/apps/backend-services/src/benchmark/workflow-config-overrides.spec.ts index 91408fa8c..c3a713c60 100644 --- a/apps/backend-services/src/benchmark/workflow-config-overrides.spec.ts +++ b/apps/backend-services/src/benchmark/workflow-config-overrides.spec.ts @@ -341,7 +341,7 @@ describe("applyWorkflowConfigOverrides", () => { "__proto__.polluted": true, }), ).toThrow(/Unsafe override path segment: __proto__/); - expect({}.hasOwnProperty("polluted")).toBe(false); + expect(Object.hasOwn({}, "polluted")).toBe(false); }); it("rejects constructor path segments to prevent prototype pollution", () => { @@ -351,6 +351,15 @@ describe("applyWorkflowConfigOverrides", () => { "constructor.prototype.polluted": true, }), ).toThrow(/Unsafe override path segment: constructor/); - expect({}.hasOwnProperty("polluted")).toBe(false); + expect(Object.hasOwn({}, "polluted")).toBe(false); + }); + + it("rejects path segments that are not plain identifiers", () => { + const config = makeWorkflowConfig(); + expect(() => + applyWorkflowConfigOverrides(config, { + "nodes.1node.parameters.model": "gpt-4o", + }), + ).toThrow(/Unsafe override path segment: 1node/); }); }); diff --git a/docs-md/workflow-config-overrides.md b/docs-md/workflow-config-overrides.md index e62a30759..3e6ca6f34 100644 --- a/docs-md/workflow-config-overrides.md +++ b/docs-md/workflow-config-overrides.md @@ -44,7 +44,7 @@ A definition can override: ## Security -`applyWorkflowConfigOverrides` (in `@ai-di/graph-workflow-config`) rejects dot-path segments named `__proto__`, `constructor`, or `prototype` so override keys cannot pollute `Object.prototype`. Benchmark APIs additionally whitelist paths against each workflow's `exposedParams`. +`applyWorkflowConfigOverrides` (in `@ai-di/graph-workflow-config`) rejects unsafe dot-path segments: blocklisted names (`__proto__`, `constructor`, `prototype`), empty segments, and segments that are not plain identifiers (`^[a-zA-Z][a-zA-Z0-9_-]*$`). The config copy uses null-prototype objects so nested assignment cannot reach `Object.prototype`. Benchmark APIs additionally whitelist paths against each workflow's `exposedParams`. ## Key Implementation Files diff --git a/packages/graph-workflow-config/src/workflow-config-overrides.ts b/packages/graph-workflow-config/src/workflow-config-overrides.ts index cb0e87dc2..d8157dacf 100644 --- a/packages/graph-workflow-config/src/workflow-config-overrides.ts +++ b/packages/graph-workflow-config/src/workflow-config-overrides.ts @@ -4,7 +4,9 @@ export function applyWorkflowConfigOverrides( config: GraphWorkflowConfig, overrides: Record, ): GraphWorkflowConfig { - const result = JSON.parse(JSON.stringify(config)) as GraphWorkflowConfig; + const result = deepCloneToNullPrototype( + config, + ) as GraphWorkflowConfig; for (const [path, value] of Object.entries(overrides)) { setNestedValue(result as unknown as Record, path, value); } @@ -13,14 +15,41 @@ export function applyWorkflowConfigOverrides( const UNSAFE_PATH_SEGMENTS = new Set(["__proto__", "constructor", "prototype"]); +/** Dot-path segments must be plain identifiers (no prototype keys). */ +const SAFE_PATH_SEGMENT = /^[a-zA-Z][a-zA-Z0-9_-]*$/; + +export function isSafeOverridePathSegment(segment: string): boolean { + return ( + segment.length > 0 && + !UNSAFE_PATH_SEGMENTS.has(segment) && + SAFE_PATH_SEGMENT.test(segment) + ); +} + function assertSafePathSegments(parts: string[]): void { for (const part of parts) { - if (UNSAFE_PATH_SEGMENTS.has(part)) { + if (!isSafeOverridePathSegment(part)) { throw new Error(`Unsafe override path segment: ${part}`); } } } +function deepCloneToNullPrototype(value: unknown): unknown { + if (value === null || typeof value !== "object") { + return value; + } + if (Array.isArray(value)) { + return value.map(deepCloneToNullPrototype); + } + const clone = Object.create(null) as Record; + for (const [key, child] of Object.entries( + value as Record, + )) { + clone[key] = deepCloneToNullPrototype(child); + } + return clone; +} + function setNestedValue( obj: Record, path: string, @@ -29,21 +58,21 @@ function setNestedValue( const parts = path.split("."); assertSafePathSegments(parts); - let current: Record = obj; + let current = obj; + for (let i = 0; i < parts.length - 1; i++) { const part = parts[i]; - const existing = Object.prototype.hasOwnProperty.call(current, part) - ? current[part] - : undefined; + const existing = current[part]; if ( existing === undefined || existing === null || typeof existing !== "object" ) { - current[part] = {}; + current[part] = Object.create(null); } current = current[part] as Record; } + const leaf = parts[parts.length - 1]; current[leaf] = value; } From 3d15fc99b72e5bfc81ac677cce83ec5bdc42a362 Mon Sep 17 00:00:00 2001 From: dbarkowsky Date: Thu, 4 Jun 2026 14:59:55 -0700 Subject: [PATCH 20/66] fix behaviour issues with group join/leave/visibility --- .../src/group/group-db.service.spec.ts | 30 +++- .../src/group/group-db.service.ts | 62 ++++++--- .../src/group/group.service.spec.ts | 56 ++++++++ .../src/group/group.service.ts | 12 ++ .../src/components/group/RequestsTable.tsx | 32 +++-- apps/frontend/src/data/hooks/useGroups.ts | 6 + apps/frontend/src/pages/GroupDetailPage.tsx | 8 +- apps/frontend/src/pages/GroupsPage.tsx | 128 ++++++++++++++++-- 8 files changed, 285 insertions(+), 49 deletions(-) diff --git a/apps/backend-services/src/group/group-db.service.spec.ts b/apps/backend-services/src/group/group-db.service.spec.ts index 54175c3e6..876210c26 100644 --- a/apps/backend-services/src/group/group-db.service.spec.ts +++ b/apps/backend-services/src/group/group-db.service.spec.ts @@ -525,10 +525,19 @@ describe("GroupDbService", () => { }); describe("approveRequestTransaction", () => { - it("uses $transaction when no tx", async () => { - mockPrisma.$transaction.mockResolvedValue(undefined); - mockPrisma.userGroup.upsert.mockReturnValue("upsert"); - mockPrisma.groupMembershipRequest.update.mockReturnValue("update"); + it("uses $transaction (callback form) when no tx", async () => { + mockPrisma.$transaction.mockImplementation( + async (fn: (tx: unknown) => Promise) => { + const fakeTx = { + groupMembershipRequest: { + deleteMany: jest.fn().mockResolvedValue({ count: 0 }), + update: jest.fn().mockResolvedValue(undefined), + }, + userGroup: { upsert: jest.fn().mockResolvedValue(undefined) }, + }; + await fn(fakeTx); + }, + ); await service.approveRequestTransaction("user-1", "g-1", "req-1", { status: "APPROVED" as $Enums.GroupMembershipRequestStatus, }); @@ -536,12 +545,23 @@ describe("GroupDbService", () => { }); it("uses tx client directly", async () => { const txUG = { upsert: jest.fn().mockResolvedValue(undefined) }; - const txReq = { update: jest.fn().mockResolvedValue(undefined) }; + const txReq = { + deleteMany: jest.fn().mockResolvedValue({ count: 0 }), + update: jest.fn().mockResolvedValue(undefined), + }; const tx = { userGroup: txUG, groupMembershipRequest: txReq, } as unknown as Parameters[4]; await service.approveRequestTransaction("user-1", "g-1", "req-1", {}, tx); + expect(txReq.deleteMany).toHaveBeenCalledWith( + expect.objectContaining({ + where: expect.objectContaining({ + user_id: "user-1", + group_id: "g-1", + }), + }), + ); expect(txUG.upsert).toHaveBeenCalled(); expect(txReq.update).toHaveBeenCalled(); expect(mockPrisma.$transaction).not.toHaveBeenCalled(); diff --git a/apps/backend-services/src/group/group-db.service.ts b/apps/backend-services/src/group/group-db.service.ts index 3bcb91597..61c70f86e 100644 --- a/apps/backend-services/src/group/group-db.service.ts +++ b/apps/backend-services/src/group/group-db.service.ts @@ -364,6 +364,31 @@ export class GroupDbService { }); } + /** + * Deletes all non-PENDING membership requests for a user in a group. + * Called before creating a new PENDING request to ensure no prior resolved records + * remain that would violate the unique constraint on (group_id, user_id, status). + * @param userId - The user ID. + * @param groupId - The group ID. + * @param tx - Optional. Prisma transaction client. + */ + async deleteResolvedMembershipRequests( + userId: string, + groupId: string, + tx?: Prisma.TransactionClient, + ): Promise { + const client = tx ?? this.prisma; + await client.groupMembershipRequest.deleteMany({ + where: { + user_id: userId, + group_id: groupId, + status: { + not: "PENDING" as $Enums.GroupMembershipRequestStatus, + }, + }, + }); + } + /** * Creates a new PENDING membership request. * @param userId - The requesting user ID. @@ -420,8 +445,18 @@ export class GroupDbService { resolutionData: Prisma.GroupMembershipRequestUpdateInput, tx?: Prisma.TransactionClient, ): Promise { - if (tx) { - await tx.userGroup.upsert({ + const run = async (client: Prisma.TransactionClient): Promise => { + // Remove any prior resolved records that would violate the unique constraint + // on (group_id, user_id, status) when this PENDING request is updated to APPROVED. + await client.groupMembershipRequest.deleteMany({ + where: { + user_id: requestUserId, + group_id: requestGroupId, + id: { not: requestId }, + status: { not: "PENDING" as $Enums.GroupMembershipRequestStatus }, + }, + }); + await client.userGroup.upsert({ where: { user_id_group_id: { user_id: requestUserId, @@ -431,28 +466,17 @@ export class GroupDbService { update: {}, create: { user_id: requestUserId, group_id: requestGroupId }, }); - await tx.groupMembershipRequest.update({ + await client.groupMembershipRequest.update({ where: { id: requestId }, data: resolutionData, }); + }; + + if (tx) { + await run(tx); return; } - await this.prisma.$transaction([ - this.prisma.userGroup.upsert({ - where: { - user_id_group_id: { - user_id: requestUserId, - group_id: requestGroupId, - }, - }, - update: {}, - create: { user_id: requestUserId, group_id: requestGroupId }, - }), - this.prisma.groupMembershipRequest.update({ - where: { id: requestId }, - data: resolutionData, - }), - ]); + await this.prisma.$transaction(run); } /** diff --git a/apps/backend-services/src/group/group.service.spec.ts b/apps/backend-services/src/group/group.service.spec.ts index e6eb91c5a..ba5a71d65 100644 --- a/apps/backend-services/src/group/group.service.spec.ts +++ b/apps/backend-services/src/group/group.service.spec.ts @@ -40,6 +40,7 @@ const stubGroupDbService: GroupDbService = { isUserSystemAdmin: jest.fn().mockResolvedValue(false), findMembershipRequest: jest.fn().mockResolvedValue(null), findPendingMembershipRequest: jest.fn().mockResolvedValue(null), + deleteResolvedMembershipRequests: jest.fn().mockResolvedValue(undefined), createMembershipRequest: jest.fn().mockResolvedValue({ id: "req-1" }), updateMembershipRequest: jest.fn().mockResolvedValue(undefined), approveRequestTransaction: jest.fn().mockResolvedValue(undefined), @@ -376,6 +377,61 @@ describe("requestMembership", () => { ); expect(createMembershipRequest).not.toHaveBeenCalled(); }); + + it("should reuse and reset a prior APPROVED request when user re-requests after leaving", async () => { + const updateMembershipRequest = jest.fn().mockResolvedValue(undefined); + const deleteResolvedMembershipRequests = jest + .fn() + .mockResolvedValue(undefined); + const createMembershipRequest = jest + .fn() + .mockResolvedValue({ id: "req-new", user_id: userId, group_id: groupId }); + const groupDb = makeGroupDb({ + findGroup: jest.fn().mockResolvedValue(mockGroup), + findUserGroupMembership: jest.fn().mockResolvedValue(null), + findPendingMembershipRequest: jest.fn().mockResolvedValue(null), + deleteResolvedMembershipRequests, + updateMembershipRequest, + createMembershipRequest, + }); + const svc = new GroupService(mockAppLogger, mockAuditService, groupDb); + const identity = makeIdentity(); + await svc.requestMembership(userId, groupId, identity); + expect(deleteResolvedMembershipRequests).toHaveBeenCalledWith( + userId, + groupId, + ); + expect(createMembershipRequest).toHaveBeenCalledWith( + userId, + groupId, + identity, + ); + expect(updateMembershipRequest).not.toHaveBeenCalled(); + }); + + it("should delete all resolved records before creating a new request (multiple prior statuses)", async () => { + const deleteResolvedMembershipRequests = jest + .fn() + .mockResolvedValue(undefined); + const createMembershipRequest = jest + .fn() + .mockResolvedValue({ id: "req-new", user_id: userId, group_id: groupId }); + const groupDb = makeGroupDb({ + findGroup: jest.fn().mockResolvedValue(mockGroup), + findUserGroupMembership: jest.fn().mockResolvedValue(null), + findPendingMembershipRequest: jest.fn().mockResolvedValue(null), + deleteResolvedMembershipRequests, + createMembershipRequest, + }); + const svc = new GroupService(mockAppLogger, mockAuditService, groupDb); + const identity = makeIdentity(); + await svc.requestMembership(userId, groupId, identity); + expect(deleteResolvedMembershipRequests).toHaveBeenCalledWith( + userId, + groupId, + ); + expect(createMembershipRequest).toHaveBeenCalled(); + }); }); // --------------------------------------------------------------------------- diff --git a/apps/backend-services/src/group/group.service.ts b/apps/backend-services/src/group/group.service.ts index 4d97bdd1b..2a9440e4f 100644 --- a/apps/backend-services/src/group/group.service.ts +++ b/apps/backend-services/src/group/group.service.ts @@ -199,6 +199,12 @@ export class GroupService { ); } + // Delete any prior resolved records (APPROVED, DENIED, CANCELLED) for this + // user+group pair before creating a new PENDING request. This prevents + // unique constraint violations on (group_id, user_id, status) when the user + // has previously been through one or more request cycles. + await this.groupDb.deleteResolvedMembershipRequests(userId, groupId); + const created = await this.groupDb.createMembershipRequest( userId, groupId, @@ -238,6 +244,12 @@ export class GroupService { "Cannot cancel a request belonging to another user", ); } + // Remove any prior resolved records that would violate the unique constraint + // on (group_id, user_id, status) when this PENDING request is updated to CANCELLED. + await this.groupDb.deleteResolvedMembershipRequests( + request.user_id, + request.group_id, + ); await this.groupDb.updateMembershipRequest( requestId, this.buildResolutionData( diff --git a/apps/frontend/src/components/group/RequestsTable.tsx b/apps/frontend/src/components/group/RequestsTable.tsx index 6a0b4b31d..90bdff5a9 100644 --- a/apps/frontend/src/components/group/RequestsTable.tsx +++ b/apps/frontend/src/components/group/RequestsTable.tsx @@ -167,12 +167,15 @@ export function makeGroupRequestColumns( /** * Returns the column definitions for the user's own membership requests table. * Includes group name, submitted date, status badge, reason, and a cancel action button. + * When `onApprove` is provided, an Approve button is also shown for PENDING requests. * * @param onCancel - Called when the user clicks Cancel on a pending request. + * @param onApprove - Optional. Called when the user clicks Approve on a pending request. * @returns An array of column definitions for use with {@link RequestsTable}. */ export function makeMyRequestColumns( onCancel: (requestId: string) => void, + onApprove?: (request: MyMembershipRequest) => void, ): RequestsTableColumn[] { return [ { @@ -204,14 +207,27 @@ export function makeMyRequestColumns( header: "Actions", render: (r) => r.status === "PENDING" ? ( - + + {onApprove && ( + + )} + + ) : null, }, ]; diff --git a/apps/frontend/src/data/hooks/useGroups.ts b/apps/frontend/src/data/hooks/useGroups.ts index c09c64f7b..a1979e0b3 100644 --- a/apps/frontend/src/data/hooks/useGroups.ts +++ b/apps/frontend/src/data/hooks/useGroups.ts @@ -297,6 +297,12 @@ export function useApproveMembershipRequest(groupId: string) { queryClient.invalidateQueries({ queryKey: ["groups", groupId, "members"], }); + // Refresh the user's group memberships and their own requests list so that + // button states (Join/Leave, pending request badges) update immediately. + queryClient.invalidateQueries({ queryKey: ["groups", "user"] }); + queryClient.invalidateQueries({ + queryKey: ["groups", "requests", "mine"], + }); }, }); } diff --git a/apps/frontend/src/pages/GroupDetailPage.tsx b/apps/frontend/src/pages/GroupDetailPage.tsx index e03245d08..13745896b 100644 --- a/apps/frontend/src/pages/GroupDetailPage.tsx +++ b/apps/frontend/src/pages/GroupDetailPage.tsx @@ -1,7 +1,6 @@ import { type JSX, useState } from "react"; import { useMatch, useNavigate } from "react-router-dom"; import { useAuth } from "../auth/AuthContext"; -import { useGroup } from "../auth/GroupContext"; import { GroupRequestsTab } from "../components/group/GroupRequestsTab"; import { MembersTab } from "../components/group/MembersTab"; import { @@ -40,12 +39,8 @@ export function GroupDetailPage(): JSX.Element { const match = useMatch("/groups/:groupId"); const groupId = match?.params.groupId; const { user, isSystemAdmin } = useAuth(); - const { availableGroups } = useGroup(); const navigate = useNavigate(); - const isMember = availableGroups.some((g) => g.id === groupId); - const canViewMembers = isSystemAdmin || isMember; - const [leaveGroupOpen, setLeaveGroupOpen] = useState(false); const [editGroupOpen, setEditGroupOpen] = useState(false); const [deleteGroupOpen, setDeleteGroupOpen] = useState(false); @@ -56,6 +51,9 @@ export function GroupDetailPage(): JSX.Element { const { data: myGroups } = useMyGroups(user?.sub ?? ""); + const isMember = (myGroups ?? []).some((g) => g.id === groupId); + const canViewMembers = isSystemAdmin || isMember; + const { data: allGroups } = useAllGroups(); const leaveMutation = useLeaveGroup(groupId ?? ""); diff --git a/apps/frontend/src/pages/GroupsPage.tsx b/apps/frontend/src/pages/GroupsPage.tsx index 5ce3faf3b..bc3a7adbc 100644 --- a/apps/frontend/src/pages/GroupsPage.tsx +++ b/apps/frontend/src/pages/GroupsPage.tsx @@ -9,7 +9,9 @@ import { RequestsTable, } from "../components/group/RequestsTable"; import { + type MyMembershipRequest, useAllGroups, + useApproveMembershipRequest, useCancelMembershipRequest, useCreateGroup, useLeaveGroup, @@ -305,7 +307,7 @@ function AllGroupsTab(): JSX.Element { * System admins see all groups; regular users see only their own groups. */ function MyGroupsTab(): JSX.Element { - const { user, isSystemAdmin } = useAuth(); + const { user } = useAuth(); const navigate = useNavigate(); const [pendingLeaveGroupId, setPendingLeaveGroupId] = useState( null, @@ -316,17 +318,45 @@ function MyGroupsTab(): JSX.Element { isLoading: myGroupsLoading, isError: myGroupsError, } = useMyGroups(user?.sub ?? ""); - const { - data: allGroupsData, - isLoading: allGroupsLoading, - isError: allGroupsError, - } = useAllGroups(); - const isLoading = isSystemAdmin ? allGroupsLoading : myGroupsLoading; - const isError = isSystemAdmin ? allGroupsError : myGroupsError; - const groups = isSystemAdmin ? allGroupsData : myGroupsData; + const isLoading = myGroupsLoading; + const isError = myGroupsError; + const groups = myGroupsData; const leaveMutation = useLeaveGroup(pendingLeaveGroupId ?? ""); + const requestMutation = useRequestMembership(); + const { data: myPendingRequests } = useMyRequests("PENDING"); + + const pendingRequestGroupIds = new Set( + (myPendingRequests ?? []).map((r) => r.groupId), + ); + + /** + * Submits a membership request for the given group and notifies on success or failure. + * + * @param groupId - The ID of the group to request membership for. + */ + const handleJoin = (groupId: string) => { + requestMutation.mutate( + { groupId }, + { + onSuccess: () => { + notifications.show({ + title: "Request Submitted", + message: "Your membership request has been submitted.", + color: "green", + }); + }, + onError: () => { + notifications.show({ + title: "Error", + message: "Failed to submit membership request. Please try again.", + color: "red", + }); + }, + }, + ); + }; /** * Confirms and executes the leave action for the pending group. @@ -376,15 +406,21 @@ function MyGroupsTab(): JSX.Element { ); } - const memberGroupIds = new Set(groups.map((g) => g.id)); + const memberGroupIds = new Set((groups ?? []).map((g) => g.id)); return ( <> navigate(`/groups/${id}`)} /> @@ -420,10 +456,18 @@ function MyGroupsTab(): JSX.Element { /** * Tab panel showing all membership requests belonging to the authenticated user, * with a status filter (defaults to PENDING) and a cancel action for pending requests. + * System admins also see an Approve button, allowing them to self-approve. */ function MyRequestsTab(): JSX.Element { + const { isSystemAdmin } = useAuth(); const [cancelConfirmId, setCancelConfirmId] = useState(null); + const [approveRequest, setApproveRequest] = + useState(null); + const cancelMutation = useCancelMembershipRequest(); + const approveMutation = useApproveMembershipRequest( + approveRequest?.groupId ?? "", + ); /** * Submits the cancel request after the user confirms the action in the dialog. @@ -443,7 +487,38 @@ function MyRequestsTab(): JSX.Element { }); }; - const columns = makeMyRequestColumns((id) => setCancelConfirmId(id)); + /** + * Submits the approve mutation after the user confirms in the modal. + */ + const handleConfirmApprove = () => { + if (!approveRequest) return; + approveMutation.mutate( + { requestId: approveRequest.id }, + { + onSuccess: () => { + setApproveRequest(null); + notifications.show({ + title: "Request Approved", + message: "You have been added to the group.", + color: "green", + }); + }, + onError: () => { + notifications.show({ + title: "Error", + message: "Failed to approve membership request. Please try again.", + color: "red", + }); + setApproveRequest(null); + }, + }, + ); + }; + + const columns = makeMyRequestColumns( + (id) => setCancelConfirmId(id), + isSystemAdmin ? (r) => setApproveRequest(r) : undefined, + ); return ( <> @@ -477,6 +552,35 @@ function MyRequestsTab(): JSX.Element { + + setApproveRequest(null)} + title="Approve Membership Request" + data-testid="my-approve-request-modal" + > + + Approve your own request to join{" "} + {approveRequest?.groupName}? + + + + + + ); } From 483110f4b7d21d13e584af6fdbf8f76d7d80c70b Mon Sep 17 00:00:00 2001 From: dbarkowsky Date: Thu, 4 Jun 2026 15:27:55 -0700 Subject: [PATCH 21/66] separate confusion profiles tab from groups --- apps/frontend/src/App.tsx | 4 +++ apps/frontend/src/layouts/RootLayout.tsx | 7 +++++ .../src/pages/ConfusionProfilesPage.tsx | 26 +++++++++++++++++++ .../src/pages/GroupDetailPage.test.tsx | 14 +--------- apps/frontend/src/pages/GroupDetailPage.tsx | 5 ---- 5 files changed, 38 insertions(+), 18 deletions(-) create mode 100644 apps/frontend/src/pages/ConfusionProfilesPage.tsx diff --git a/apps/frontend/src/App.tsx b/apps/frontend/src/App.tsx index 9d720ee2d..a54e45767 100644 --- a/apps/frontend/src/App.tsx +++ b/apps/frontend/src/App.tsx @@ -24,6 +24,7 @@ import { TableDetailPage } from "./features/tables/pages/TableDetailPage"; import { TablesListPage } from "./features/tables/pages/TablesListPage"; import { RootLayout } from "./layouts/RootLayout"; import ClassifierPage from "./pages/ClassifierPage"; +import { ConfusionProfilesPage } from "./pages/ConfusionProfilesPage"; import { DocumentsPage } from "./pages/DocumentsPage"; import { GroupDetailPage } from "./pages/GroupDetailPage"; import { GroupsPage } from "./pages/GroupsPage"; @@ -86,6 +87,9 @@ const router = createBrowserRouter([ { path: "groups", element: }, { path: "groups/:groupId", element: }, + // Confusion Profiles + { path: "confusion-profiles", element: }, + // Benchmarking routes { path: "benchmarking/datasets", element: }, { path: "benchmarking/datasets/:id", element: }, diff --git a/apps/frontend/src/layouts/RootLayout.tsx b/apps/frontend/src/layouts/RootLayout.tsx index a837b0555..c1669c18a 100644 --- a/apps/frontend/src/layouts/RootLayout.tsx +++ b/apps/frontend/src/layouts/RootLayout.tsx @@ -1,5 +1,6 @@ import { Footer, Header } from "@bcgov/design-system-react-components"; import { + IconAdjustments, IconChartBar, IconChevronLeft, IconChevronRight, @@ -110,6 +111,12 @@ export function RootLayout() { description: "Manage groups", icon: IconUsers, }, + { + path: "/confusion-profiles", + label: "Confusion Profiles", + description: "Manage OCR confusion profiles", + icon: IconAdjustments, + }, ], [], ); diff --git a/apps/frontend/src/pages/ConfusionProfilesPage.tsx b/apps/frontend/src/pages/ConfusionProfilesPage.tsx new file mode 100644 index 000000000..db1822adf --- /dev/null +++ b/apps/frontend/src/pages/ConfusionProfilesPage.tsx @@ -0,0 +1,26 @@ +import { type JSX } from "react"; +import { useGroup } from "../auth/GroupContext"; +import { ConfusionProfilesPanel } from "../features/benchmarking/components/ConfusionProfilesPanel"; +import { PageHeader, Stack, Text } from "../ui"; + +/** + * Standalone page for managing confusion profiles for the active group. + * Accessible at `/confusion-profiles`. + */ +export function ConfusionProfilesPage(): JSX.Element { + const { activeGroup } = useGroup(); + + return ( + + + {activeGroup ? ( + + ) : ( + No group selected. + )} + + ); +} diff --git a/apps/frontend/src/pages/GroupDetailPage.test.tsx b/apps/frontend/src/pages/GroupDetailPage.test.tsx index a4417f256..bc114884b 100644 --- a/apps/frontend/src/pages/GroupDetailPage.test.tsx +++ b/apps/frontend/src/pages/GroupDetailPage.test.tsx @@ -8,11 +8,7 @@ import { } from "@testing-library/react"; import { MemoryRouter, Route, Routes } from "react-router-dom"; import { beforeEach, describe, expect, it, vi } from "vitest"; -import { - type GroupMember, - type GroupRequest, - type UserGroup, -} from "../data/hooks/useGroups"; +import { GroupMember, GroupRequest, UserGroup } from "../data/hooks/useGroups"; import { changeFieldValue, getNativeInputWithin } from "../test/fieldHelpers"; import { mockNotificationsShow } from "../test/mockNotifications"; import { MantineProvider } from "../ui"; @@ -54,14 +50,6 @@ vi.mock("../auth/GroupContext", () => ({ useGroup: () => mockUseGroup(), })); -vi.mock("../features/benchmarking/components/ConfusionProfilesPanel", () => ({ - ConfusionProfilesPanel: ({ groupId }: { groupId: string }) => ( -
- Confusion Profiles for {groupId} -
- ), -})); - vi.mock("../data/hooks/useGroups", () => ({ useMyGroups: () => mockUseMyGroups(), useAllGroups: () => mockUseAllGroups(), diff --git a/apps/frontend/src/pages/GroupDetailPage.tsx b/apps/frontend/src/pages/GroupDetailPage.tsx index 13745896b..8fe3b1de6 100644 --- a/apps/frontend/src/pages/GroupDetailPage.tsx +++ b/apps/frontend/src/pages/GroupDetailPage.tsx @@ -12,7 +12,6 @@ import { useRequestMembership, useUpdateGroup, } from "../data/hooks/useGroups"; -import { ConfusionProfilesPanel } from "../features/benchmarking/components/ConfusionProfilesPanel"; import { Alert, Button, @@ -265,7 +264,6 @@ export function GroupDetailPage(): JSX.Element { {isAdmin && ( Membership Requests )} - Confusion Profiles @@ -276,9 +274,6 @@ export function GroupDetailPage(): JSX.Element { )} - - - )} From 92b052e2ac9fc3021ed87cc1e74621a05cfbc9dc Mon Sep 17 00:00:00 2001 From: dbarkowsky Date: Fri, 5 Jun 2026 08:15:44 -0700 Subject: [PATCH 22/66] batch cancel membership in transaction --- .../src/group/group-db.service.spec.ts | 41 +++++++++++++++++ .../src/group/group-db.service.ts | 46 +++++++++++++++++++ .../src/group/group.service.spec.ts | 25 ++++++---- .../src/group/group.service.ts | 6 +-- 4 files changed, 103 insertions(+), 15 deletions(-) diff --git a/apps/backend-services/src/group/group-db.service.spec.ts b/apps/backend-services/src/group/group-db.service.spec.ts index 876210c26..9a7487915 100644 --- a/apps/backend-services/src/group/group-db.service.spec.ts +++ b/apps/backend-services/src/group/group-db.service.spec.ts @@ -524,6 +524,47 @@ describe("GroupDbService", () => { }); }); + describe("cancelRequestTransaction", () => { + it("uses $transaction (callback form) when no tx", async () => { + mockPrisma.$transaction.mockImplementation( + async (fn: (tx: unknown) => Promise) => { + const fakeTx = { + groupMembershipRequest: { + deleteMany: jest.fn().mockResolvedValue({ count: 0 }), + update: jest.fn().mockResolvedValue(undefined), + }, + }; + await fn(fakeTx); + }, + ); + await service.cancelRequestTransaction("user-1", "g-1", "req-1", { + status: "CANCELLED" as $Enums.GroupMembershipRequestStatus, + }); + expect(mockPrisma.$transaction).toHaveBeenCalled(); + }); + it("uses tx client directly, deletes prior resolved records and updates request", async () => { + const txReq = { + deleteMany: jest.fn().mockResolvedValue({ count: 0 }), + update: jest.fn().mockResolvedValue(undefined), + }; + const tx = { + groupMembershipRequest: txReq, + } as unknown as Parameters[4]; + await service.cancelRequestTransaction("user-1", "g-1", "req-1", {}, tx); + expect(txReq.deleteMany).toHaveBeenCalledWith( + expect.objectContaining({ + where: expect.objectContaining({ + user_id: "user-1", + group_id: "g-1", + id: { not: "req-1" }, + }), + }), + ); + expect(txReq.update).toHaveBeenCalled(); + expect(mockPrisma.$transaction).not.toHaveBeenCalled(); + }); + }); + describe("approveRequestTransaction", () => { it("uses $transaction (callback form) when no tx", async () => { mockPrisma.$transaction.mockImplementation( diff --git a/apps/backend-services/src/group/group-db.service.ts b/apps/backend-services/src/group/group-db.service.ts index 61c70f86e..768307021 100644 --- a/apps/backend-services/src/group/group-db.service.ts +++ b/apps/backend-services/src/group/group-db.service.ts @@ -429,6 +429,52 @@ export class GroupDbService { await client.groupMembershipRequest.update({ where: { id }, data }); } + /** + * Atomically cancels a membership request. + * Deletes all prior resolved records for the user+group pair (APPROVED, DENIED, + * CANCELLED) within the same transaction before updating the PENDING request to + * CANCELLED. This prevents unique-constraint violations on (group_id, user_id, status). + * + * Note: GroupMembershipRequest rows are treated as ephemeral state. Historical + * resolution data is preserved in the audit log, not in this table. + * + * @param requestUserId - The user ID from the request. + * @param requestGroupId - The group ID from the request. + * @param requestId - The membership request ID. + * @param resolutionData - The update payload (status=CANCELLED, resolved_at, updated_by). + * @param tx - Optional. Prisma transaction client. + */ + async cancelRequestTransaction( + requestUserId: string, + requestGroupId: string, + requestId: string, + resolutionData: Prisma.GroupMembershipRequestUpdateInput, + tx?: Prisma.TransactionClient, + ): Promise { + const run = async (client: Prisma.TransactionClient): Promise => { + // Remove any prior resolved records that would violate the unique constraint + // on (group_id, user_id, status) when this PENDING request is updated to CANCELLED. + await client.groupMembershipRequest.deleteMany({ + where: { + user_id: requestUserId, + group_id: requestGroupId, + id: { not: requestId }, + status: { not: "PENDING" as $Enums.GroupMembershipRequestStatus }, + }, + }); + await client.groupMembershipRequest.update({ + where: { id: requestId }, + data: resolutionData, + }); + }; + + if (tx) { + await run(tx); + return; + } + await this.prisma.$transaction(run); + } + /** * Atomically approves a membership request: upserts the user into the group * and updates the request status within a single transaction. diff --git a/apps/backend-services/src/group/group.service.spec.ts b/apps/backend-services/src/group/group.service.spec.ts index ba5a71d65..065a121ec 100644 --- a/apps/backend-services/src/group/group.service.spec.ts +++ b/apps/backend-services/src/group/group.service.spec.ts @@ -43,6 +43,7 @@ const stubGroupDbService: GroupDbService = { deleteResolvedMembershipRequests: jest.fn().mockResolvedValue(undefined), createMembershipRequest: jest.fn().mockResolvedValue({ id: "req-1" }), updateMembershipRequest: jest.fn().mockResolvedValue(undefined), + cancelRequestTransaction: jest.fn().mockResolvedValue(undefined), approveRequestTransaction: jest.fn().mockResolvedValue(undefined), findGroupMembershipRequests: jest.fn().mockResolvedValue([]), findUserMembershipRequests: jest.fn().mockResolvedValue([]), @@ -553,15 +554,17 @@ describe("cancelMembershipRequest", () => { groupRoles: {}, }; - it("should update the request to CANCELLED with actor, resolved_at, and updated_by", async () => { - const updateMembershipRequest = jest.fn().mockResolvedValue(undefined); + it("should cancel atomically via cancelRequestTransaction with correct resolution data", async () => { + const cancelRequestTransaction = jest.fn().mockResolvedValue(undefined); const groupDb = makeGroupDb({ findMembershipRequest: jest.fn().mockResolvedValue(pendingRequest), - updateMembershipRequest, + cancelRequestTransaction, }); const svc = new GroupService(mockAppLogger, mockAuditService, groupDb); await svc.cancelMembershipRequest(identity, requestId); - expect(updateMembershipRequest).toHaveBeenCalledWith( + expect(cancelRequestTransaction).toHaveBeenCalledWith( + pendingRequest.user_id, + pendingRequest.group_id, requestId, expect.objectContaining({ status: "CANCELLED", @@ -572,28 +575,30 @@ describe("cancelMembershipRequest", () => { }); it("should store reason when provided", async () => { - const updateMembershipRequest = jest.fn().mockResolvedValue(undefined); + const cancelRequestTransaction = jest.fn().mockResolvedValue(undefined); const groupDb = makeGroupDb({ findMembershipRequest: jest.fn().mockResolvedValue(pendingRequest), - updateMembershipRequest, + cancelRequestTransaction, }); const svc = new GroupService(mockAppLogger, mockAuditService, groupDb); await svc.cancelMembershipRequest(identity, requestId, "No longer needed"); - expect(updateMembershipRequest).toHaveBeenCalledWith( + expect(cancelRequestTransaction).toHaveBeenCalledWith( + pendingRequest.user_id, + pendingRequest.group_id, requestId, expect.objectContaining({ reason: "No longer needed" }), ); }); it("should not include reason key when not provided", async () => { - const updateMembershipRequest = jest.fn().mockResolvedValue(undefined); + const cancelRequestTransaction = jest.fn().mockResolvedValue(undefined); const groupDb = makeGroupDb({ findMembershipRequest: jest.fn().mockResolvedValue(pendingRequest), - updateMembershipRequest, + cancelRequestTransaction, }); const svc = new GroupService(mockAppLogger, mockAuditService, groupDb); await svc.cancelMembershipRequest(identity, requestId); - const callData = updateMembershipRequest.mock.calls[0][1]; + const callData = cancelRequestTransaction.mock.calls[0][3]; expect(callData).not.toHaveProperty("reason"); }); diff --git a/apps/backend-services/src/group/group.service.ts b/apps/backend-services/src/group/group.service.ts index 2a9440e4f..749e53e44 100644 --- a/apps/backend-services/src/group/group.service.ts +++ b/apps/backend-services/src/group/group.service.ts @@ -244,13 +244,9 @@ export class GroupService { "Cannot cancel a request belonging to another user", ); } - // Remove any prior resolved records that would violate the unique constraint - // on (group_id, user_id, status) when this PENDING request is updated to CANCELLED. - await this.groupDb.deleteResolvedMembershipRequests( + await this.groupDb.cancelRequestTransaction( request.user_id, request.group_id, - ); - await this.groupDb.updateMembershipRequest( requestId, this.buildResolutionData( identity.actorId, From 261724c7826d61e5c6f482448f107ef44bb4f68c Mon Sep 17 00:00:00 2001 From: kmandryk Date: Fri, 5 Jun 2026 14:45:16 -0700 Subject: [PATCH 23/66] Add DB_POOL_MAX handling and defaults (Prisma pools) Introduce DB_POOL_MAX support and sane defaults for Prisma/pg connection pools. Adds getPrismaPoolMax utility (default backend=20, temporal=3), uses it in backend PrismaService and temporal worker client, and surfaces the pool size in startup logs. Update env samples, kustomize configmap, OpenShift overlay templates, and deployment scripts to include DB_POOL_MAX (dev=20, prod example=10). Update docs (HA and env config) to explain sizing and impact on Postgres max_connections, and add unit tests for getPrismaPoolMax. --- .env.sample | 2 +- .../src/database/prisma.service.ts | 23 +++++++++++++------ .../src/utils/database-url.spec.ts | 20 ++++++++++++++++ .../src/utils/database-url.ts | 23 +++++++++++++++++++ .../src/activities/database-client.ts | 11 ++++++--- apps/temporal/src/utils/database-url.ts | 21 +++++++++++++++++ deployments/openshift/config/dev.env.example | 9 ++++++++ deployments/openshift/config/prod.env.example | 6 +++++ .../base/backend-services/configmap.yml | 4 ++-- .../horizontalpodautoscaler.yml | 3 ++- .../instance-template/kustomization.yml | 1 + docs-md/HIGH_AVAILABILITY.md | 14 ++++++----- .../ENVIRONMENT_CONFIGURATION.md | 6 +++++ scripts/lib/generate-overlay.sh | 6 +++++ scripts/oc-deploy-instance.sh | 3 +++ 15 files changed, 132 insertions(+), 20 deletions(-) diff --git a/.env.sample b/.env.sample index 483250f31..a6626da62 100644 --- a/.env.sample +++ b/.env.sample @@ -8,7 +8,7 @@ DATABASE_URL="postgresql://postgres:postgres@localhost:5432/ai_doc_intelligence? # Maximum number of database connections per pod (default: 5) # Scale this based on: concurrent requests per pod, pod count, and Postgres max_connections (default: 100) # Example: 3 backend pods * 5 connections = 15 total connections -DB_POOL_MAX=5 +DB_POOL_MAX=20 # ── MinIO (object storage) ──────────────────────────────────────────────────── MINIO_ROOT_USER=minioadmin diff --git a/apps/backend-services/src/database/prisma.service.ts b/apps/backend-services/src/database/prisma.service.ts index 856335aa7..706ee80a6 100644 --- a/apps/backend-services/src/database/prisma.service.ts +++ b/apps/backend-services/src/database/prisma.service.ts @@ -3,7 +3,10 @@ import { Injectable, OnModuleDestroy, OnModuleInit } from "@nestjs/common"; import { ConfigService } from "@nestjs/config"; import { PrismaPg } from "@prisma/adapter-pg"; import { AppLoggerService } from "@/logging/app-logger.service"; -import { getPrismaPgOptions } from "@/utils/database-url"; +import { + getPrismaPgOptions, + getPrismaPoolMax, +} from "@/utils/database-url"; @Injectable() export class PrismaService implements OnModuleInit, OnModuleDestroy { @@ -18,15 +21,17 @@ export class PrismaService implements OnModuleInit, OnModuleDestroy { const dbOptions = getPrismaPgOptions( this.configService.get("DATABASE_URL"), ); + const poolMax = getPrismaPoolMax( + this.configService.get("DB_POOL_MAX"), + ); // Configure connection pool for horizontal scaling: - // - max: 5 connections per pod (vs default 10) to prevent exhausting DB max_connections - // - With 3 pods: 15 backend + 3 temporal = 18 connections (Postgres default is 100) + // - max: DB_POOL_MAX (default 20) — without this, Prisma uses num_cpus*2+1 (= 3 in 500m pods) // - idleTimeoutMillis: Close idle connections after 60s (reduces connection churn) // - connectionTimeoutMillis: Fail fast if pool is exhausted const adapter = new PrismaPg({ ...dbOptions, - max: parseInt(process.env.DB_POOL_MAX ?? "5", 10), + max: poolMax, idleTimeoutMillis: 60000, connectionTimeoutMillis: 5000, }); @@ -70,9 +75,13 @@ export class PrismaService implements OnModuleInit, OnModuleDestroy { }); const url = this.configService.get("DATABASE_URL"); const dbInfo = this.getDatabaseInfo(url); - this.logger.log(`Prisma client initialized; database: ${dbInfo}`, { - category: "database", - }); + const poolMax = getPrismaPoolMax( + this.configService.get("DB_POOL_MAX"), + ); + this.logger.log( + `Prisma client initialized; database: ${dbInfo}; pool max: ${poolMax}`, + { category: "database" }, + ); if (this.shouldLogQueries) { const prismaForQueryLogs = this.prisma as PrismaClient<{ diff --git a/apps/backend-services/src/utils/database-url.spec.ts b/apps/backend-services/src/utils/database-url.spec.ts index 1b61f28ff..bc54f6f97 100644 --- a/apps/backend-services/src/utils/database-url.spec.ts +++ b/apps/backend-services/src/utils/database-url.spec.ts @@ -1,6 +1,7 @@ import { getDatabaseConnectionString, getPrismaPgOptions, + getPrismaPoolMax, } from "./database-url"; describe("database-url", () => { @@ -63,4 +64,23 @@ describe("database-url", () => { expect(result.ssl).toBeUndefined(); }); }); + + describe("getPrismaPoolMax", () => { + it("returns default when env is undefined", () => { + expect(getPrismaPoolMax(undefined)).toBe(20); + }); + + it("returns parsed value from env", () => { + expect(getPrismaPoolMax("15")).toBe(15); + }); + + it("falls back when env is invalid", () => { + expect(getPrismaPoolMax("not-a-number", 10)).toBe(10); + expect(getPrismaPoolMax("0", 10)).toBe(10); + }); + + it("supports custom fallback for temporal workers", () => { + expect(getPrismaPoolMax(undefined, 3)).toBe(3); + }); + }); }); diff --git a/apps/backend-services/src/utils/database-url.ts b/apps/backend-services/src/utils/database-url.ts index b0e5f0a06..0dc121574 100644 --- a/apps/backend-services/src/utils/database-url.ts +++ b/apps/backend-services/src/utils/database-url.ts @@ -19,11 +19,34 @@ export function getDatabaseConnectionString(url: string | undefined): string { } } +/** Default pg pool size for backend-services (500m CPU / 512Mi pod). */ +export const DEFAULT_BACKEND_DB_POOL_MAX = 20; + +/** Default pg pool size for temporal-worker pods. */ +export const DEFAULT_TEMPORAL_DB_POOL_MAX = 3; + export interface PrismaPgOptions { connectionString: string; ssl?: { rejectUnauthorized: boolean }; } +/** + * Returns the configured Prisma/pg pool size from DB_POOL_MAX. + * Without an explicit value, Prisma defaults to num_cpus * 2 + 1 (= 3 in a + * 500m container), which caps backend read throughput at ~7 req/s per pod. + */ +export function getPrismaPoolMax( + poolMaxEnv: string | undefined, + fallback: number = DEFAULT_BACKEND_DB_POOL_MAX, +): number { + const raw = poolMaxEnv ?? String(fallback); + const parsed = parseInt(raw, 10); + if (!Number.isFinite(parsed) || parsed < 1) { + return fallback; + } + return parsed; +} + /** * Returns options for PrismaPg adapter: connection string (with sslmode if * PGSSLMODE set) and optional ssl config. When PGSSLREJECTUNAUTHORIZED=false diff --git a/apps/temporal/src/activities/database-client.ts b/apps/temporal/src/activities/database-client.ts index e4a640797..ba4e40218 100644 --- a/apps/temporal/src/activities/database-client.ts +++ b/apps/temporal/src/activities/database-client.ts @@ -1,6 +1,6 @@ import { PrismaClient } from "@generated/client"; import { PrismaPg } from "@prisma/adapter-pg"; -import { getPrismaPgOptions } from "../utils/database-url"; +import { getPrismaPgOptions, getPrismaPoolMax, DEFAULT_TEMPORAL_DB_POOL_MAX } from "../utils/database-url"; // Initialize Prisma client (singleton pattern) let prismaClient: PrismaClient | null = null; @@ -13,14 +13,19 @@ export function getPrismaClient(): PrismaClient { } const dbOptions = getPrismaPgOptions(databaseUrl); + const poolMax = getPrismaPoolMax( + process.env.DB_POOL_MAX, + DEFAULT_TEMPORAL_DB_POOL_MAX, + ); + // Configure connection pool for horizontal scaling: - // - max: 3 connections per worker pod (lighter load than backend-services) + // - max: DB_POOL_MAX (default 3) — lighter load than backend-services // - idleTimeoutMillis: Close idle connections after 60s (reduces connection churn) // - connectionTimeoutMillis: Fail fast if pool is exhausted prismaClient = new PrismaClient({ adapter: new PrismaPg({ ...dbOptions, - max: parseInt(process.env.DB_POOL_MAX ?? "3", 10), + max: poolMax, idleTimeoutMillis: 60000, connectionTimeoutMillis: 5000, }), diff --git a/apps/temporal/src/utils/database-url.ts b/apps/temporal/src/utils/database-url.ts index b0e5f0a06..cae144d36 100644 --- a/apps/temporal/src/utils/database-url.ts +++ b/apps/temporal/src/utils/database-url.ts @@ -19,6 +19,9 @@ export function getDatabaseConnectionString(url: string | undefined): string { } } +/** Default pg pool size for temporal-worker pods. */ +export const DEFAULT_TEMPORAL_DB_POOL_MAX = 3; + export interface PrismaPgOptions { connectionString: string; ssl?: { rejectUnauthorized: boolean }; @@ -38,3 +41,21 @@ export function getPrismaPgOptions(url: string | undefined): PrismaPgOptions { : undefined; return { connectionString, ...(ssl && { ssl }) }; } + +/** Default pg pool size for backend-services (500m CPU / 512Mi pod). */ +export const DEFAULT_BACKEND_DB_POOL_MAX = 20; + +/** + * Returns the configured Prisma/pg pool size from DB_POOL_MAX. + */ +export function getPrismaPoolMax( + poolMaxEnv: string | undefined, + fallback: number = DEFAULT_BACKEND_DB_POOL_MAX, +): number { + const raw = poolMaxEnv ?? String(fallback); + const parsed = parseInt(raw, 10); + if (!Number.isFinite(parsed) || parsed < 1) { + return fallback; + } + return parsed; +} diff --git a/deployments/openshift/config/dev.env.example b/deployments/openshift/config/dev.env.example index d16284c3f..0619d5c58 100644 --- a/deployments/openshift/config/dev.env.example +++ b/deployments/openshift/config/dev.env.example @@ -128,6 +128,15 @@ THROTTLE_AUTH_LIMIT=10 THROTTLE_AUTH_REFRESH_TTL_MS=60000 THROTTLE_AUTH_REFRESH_LIMIT=5 +# ----------------------------------------------------------------------------- +# Database Connection Pool (backend-services) +# ----------------------------------------------------------------------------- +# Max concurrent PostgreSQL connections per backend pod (Prisma/pg pool via DB_POOL_MAX). +# Default 20 suits 500m CPU / 512Mi pods and removes the ~7 req/s read ceiling seen in load tests. +# When HPA scales backend to max replicas, ensure (backend_pods * DB_POOL_MAX) + (worker_pods * 3) +# stays below Postgres max_connections (100) with headroom — use 10 in prod.env if needed. +DB_POOL_MAX=20 + # ----------------------------------------------------------------------------- # PLG Monitoring Stack (Prometheus, Loki, Grafana) # ----------------------------------------------------------------------------- diff --git a/deployments/openshift/config/prod.env.example b/deployments/openshift/config/prod.env.example index d174496ef..4073bc1fc 100644 --- a/deployments/openshift/config/prod.env.example +++ b/deployments/openshift/config/prod.env.example @@ -117,6 +117,12 @@ THROTTLE_AUTH_LIMIT=5 THROTTLE_AUTH_REFRESH_TTL_MS=60000 THROTTLE_AUTH_REFRESH_LIMIT=3 +# ----------------------------------------------------------------------------- +# Database Connection Pool (backend-services) +# ----------------------------------------------------------------------------- +# Lower than dev (20) to leave headroom when HPA scales to 5 backend + 4 worker pods. +DB_POOL_MAX=10 + # ----------------------------------------------------------------------------- # PLG Monitoring Stack (Prometheus, Loki, Grafana) # ----------------------------------------------------------------------------- diff --git a/deployments/openshift/kustomize/base/backend-services/configmap.yml b/deployments/openshift/kustomize/base/backend-services/configmap.yml index dc0f34057..561d6ea8a 100644 --- a/deployments/openshift/kustomize/base/backend-services/configmap.yml +++ b/deployments/openshift/kustomize/base/backend-services/configmap.yml @@ -27,8 +27,8 @@ data: # Benchmarking BENCHMARK_TASK_QUEUE: "benchmark-processing" ENABLE_BENCHMARK_QUEUE: "true" - # Database Connection Pool - DB_POOL_MAX: "5" + # Database Connection Pool (Prisma/pg via DB_POOL_MAX; default 20 for 500m/512Mi pods) + DB_POOL_MAX: "20" # Request body limit BODY_LIMIT: "50mb" # Rate limiting diff --git a/deployments/openshift/kustomize/base/backend-services/horizontalpodautoscaler.yml b/deployments/openshift/kustomize/base/backend-services/horizontalpodautoscaler.yml index b54256430..c2083cd63 100644 --- a/deployments/openshift/kustomize/base/backend-services/horizontalpodautoscaler.yml +++ b/deployments/openshift/kustomize/base/backend-services/horizontalpodautoscaler.yml @@ -11,7 +11,8 @@ spec: # This is safe: RollingUpdate strategy ensures pods start sequentially, and the # initContainer with Prisma advisory locks prevents migration races. minReplicas: 2 - # Max 5 replicas: with DB_POOL_MAX=5 per pod, that's 25 connections. + # Max 5 replicas: with DB_POOL_MAX=20 per pod, that's 100 connections — tune + # DB_POOL_MAX down in prod.env when running at max scale (Postgres max_connections=100). # Combined with temporal workers (max 4 * 3 = 12), total is 37 of Postgres default 100. maxReplicas: 5 metrics: diff --git a/deployments/openshift/kustomize/overlays/instance-template/kustomization.yml b/deployments/openshift/kustomize/overlays/instance-template/kustomization.yml index d1010dc4d..30bbc5d50 100644 --- a/deployments/openshift/kustomize/overlays/instance-template/kustomization.yml +++ b/deployments/openshift/kustomize/overlays/instance-template/kustomization.yml @@ -137,6 +137,7 @@ patches: THROTTLE_AUTH_LIMIT: "__THROTTLE_AUTH_LIMIT__" THROTTLE_AUTH_REFRESH_TTL_MS: "__THROTTLE_AUTH_REFRESH_TTL_MS__" THROTTLE_AUTH_REFRESH_LIMIT: "__THROTTLE_AUTH_REFRESH_LIMIT__" + DB_POOL_MAX: "__DB_POOL_MAX__" AZURE_DOCUMENT_INTELLIGENCE_ENDPOINT: "__AZURE_DOCUMENT_INTELLIGENCE_ENDPOINT__" AZURE_DOC_INTELLIGENCE_MODELS: "__AZURE_DOC_INTELLIGENCE_MODELS__" DOCUMENT_INTELLIGENCE_MODE: "__DOCUMENT_INTELLIGENCE_MODE__" diff --git a/docs-md/HIGH_AVAILABILITY.md b/docs-md/HIGH_AVAILABILITY.md index c0e121fa0..41df6fdc6 100644 --- a/docs-md/HIGH_AVAILABILITY.md +++ b/docs-md/HIGH_AVAILABILITY.md @@ -31,7 +31,7 @@ HPAs automatically scale deployments based on CPU and memory utilization. - **Scale Down:** Remove up to 50% of current pods every 60s, with 5 min stabilization window **Connection Pool Limit:** -Each backend-services pod uses `DB_POOL_MAX=5` connections. With 5 pods max, that's 25 connections to PostgreSQL. +Each backend-services pod uses `DB_POOL_MAX` connections (default **20** in dev / load-test overlays, **10** recommended in prod when HPA max is 5). With 5 pods at `DB_POOL_MAX=10`, that's 50 connections to PostgreSQL. ### Temporal Worker HPA @@ -67,21 +67,23 @@ PostgreSQL default `max_connections` is 100. Our configuration uses: | Service | Pods (max) | Connections per Pod | Total Connections | |---------|------------|---------------------|-------------------| -| backend-services | 5 | 5 | 25 | +| backend-services | 5 | 10 (prod) / 20 (dev) | 50 / 100 | | temporal-worker | 4 | 3 | 12 | -| **Total** | **9** | - | **37** | +| **Total** | **9** | - | **62 / 112** | -This leaves **63 connections** for: +Use **prod** column values (`DB_POOL_MAX=10`) for steady-state HA. The dev default (`20`) is sized for single-replica load testing and removes the ~7 req/s read ceiling documented in [LOAD_TEST_REPORT_2026-05.md](../LOAD_TEST_REPORT_2026-05.md). + +This leaves headroom for: - Interactive queries (pgAdmin, psql) - Migrations (run in initContainer) - Monitoring tools - Connection overhead **To increase max pods:** -1. Calculate new total connections: `(backend_pods * 5) + (worker_pods * 3)` +1. Calculate new total connections: `(backend_pods * DB_POOL_MAX) + (worker_pods * 3)` 2. Ensure total < 80 (leaving 20% headroom) 3. Or increase PostgreSQL `max_connections` in CrunchyDB cluster config -4. Update HPA `maxReplicas` accordingly +4. Update HPA `maxReplicas` and/or lower `DB_POOL_MAX` accordingly ## Migration Safety diff --git a/docs-md/openshift-deployment/ENVIRONMENT_CONFIGURATION.md b/docs-md/openshift-deployment/ENVIRONMENT_CONFIGURATION.md index 1489e2931..e88c85b16 100644 --- a/docs-md/openshift-deployment/ENVIRONMENT_CONFIGURATION.md +++ b/docs-md/openshift-deployment/ENVIRONMENT_CONFIGURATION.md @@ -167,6 +167,12 @@ See [LOAD_TESTING.md](../LOAD_TESTING.md) for load-test usage of `mock`. |----------|-------------| | `BOOTSTRAP_ADMIN_EMAIL` | Email of the user who should be promoted to system admin on first launch. The Setup page only appears when zero admins exist in the database. Once bootstrap is complete this variable has no effect. | +### Database Connection Pool + +| Variable | Default | Description | +|----------|---------|-------------| +| `DB_POOL_MAX` | `20` (dev), `10` (prod example) | Max concurrent PostgreSQL connections per **backend-services** pod. Wired to the Prisma/pg pool (`PrismaPg` `max`). Without an explicit value, Prisma defaults to `num_cpus * 2 + 1`, which is **3** in a 500m container and caps read throughput at ~7 req/s per pod regardless of VU count. Size to pod CPU and to `(backend_pods × DB_POOL_MAX) + (worker_pods × 3) < Postgres max_connections` when HPA is at max scale. | + ### Rate Limiting | Variable | Description | diff --git a/scripts/lib/generate-overlay.sh b/scripts/lib/generate-overlay.sh index e46fa2afa..6f3551e74 100644 --- a/scripts/lib/generate-overlay.sh +++ b/scripts/lib/generate-overlay.sh @@ -68,6 +68,7 @@ generate_instance_overlay() { local throttle_auth_limit="10" local throttle_auth_refresh_ttl_ms="60000" local throttle_auth_refresh_limit="5" + local db_pool_max="20" local azure_openai_endpoint="" local azure_openai_deployment="" local azure_openai_api_version="2024-02-15-preview" @@ -174,6 +175,10 @@ generate_instance_overlay() { throttle_auth_refresh_limit="$2" shift 2 ;; + --db-pool-max) + db_pool_max="$2" + shift 2 + ;; --azure-openai-endpoint) azure_openai_endpoint="$2" shift 2 @@ -334,6 +339,7 @@ generate_instance_overlay() { -e "s|__THROTTLE_AUTH_LIMIT__|$(_sed_escape_replacement "${throttle_auth_limit}")|g" -e "s|__THROTTLE_AUTH_REFRESH_TTL_MS__|$(_sed_escape_replacement "${throttle_auth_refresh_ttl_ms}")|g" -e "s|__THROTTLE_AUTH_REFRESH_LIMIT__|$(_sed_escape_replacement "${throttle_auth_refresh_limit}")|g" + -e "s|__DB_POOL_MAX__|$(_sed_escape_replacement "${db_pool_max}")|g" -e "s|__AZURE_OPENAI_ENDPOINT__|$(_sed_escape_replacement "${azure_openai_endpoint}")|g" -e "s|__AZURE_OPENAI_DEPLOYMENT__|$(_sed_escape_replacement "${azure_openai_deployment}")|g" -e "s|__AZURE_OPENAI_API_VERSION__|$(_sed_escape_replacement "${azure_openai_api_version}")|g" diff --git a/scripts/oc-deploy-instance.sh b/scripts/oc-deploy-instance.sh index c83becd3f..ef321a165 100644 --- a/scripts/oc-deploy-instance.sh +++ b/scripts/oc-deploy-instance.sh @@ -191,6 +191,8 @@ THROTTLE_AUTH_LIMIT=$(optional_cfg THROTTLE_AUTH_LIMIT 10) THROTTLE_AUTH_REFRESH_TTL_MS=$(optional_cfg THROTTLE_AUTH_REFRESH_TTL_MS 60000) THROTTLE_AUTH_REFRESH_LIMIT=$(optional_cfg THROTTLE_AUTH_REFRESH_LIMIT 5) +DB_POOL_MAX=$(optional_cfg DB_POOL_MAX 20) + AZURE_DOCUMENT_INTELLIGENCE_ENDPOINT=$(optional_cfg AZURE_DOCUMENT_INTELLIGENCE_ENDPOINT "") AZURE_DOC_INTELLIGENCE_MODELS=$(optional_cfg AZURE_DOC_INTELLIGENCE_MODELS prebuilt-layout) AZURE_DOCUMENT_INTELLIGENCE_API_KEY=$(require_cfg AZURE_DOCUMENT_INTELLIGENCE_API_KEY) @@ -328,6 +330,7 @@ OVERLAY_DIR="$(generate_instance_overlay \ --throttle-auth-limit "${THROTTLE_AUTH_LIMIT}" \ --throttle-auth-refresh-ttl-ms "${THROTTLE_AUTH_REFRESH_TTL_MS}" \ --throttle-auth-refresh-limit "${THROTTLE_AUTH_REFRESH_LIMIT}" \ + --db-pool-max "${DB_POOL_MAX}" \ --azure-openai-endpoint "${AZURE_OPENAI_ENDPOINT}" \ --azure-openai-deployment "${AZURE_OPENAI_DEPLOYMENT}" \ --azure-openai-api-version "${AZURE_OPENAI_API_VERSION}" \ From 9829b395fe9198b83b0427d9e094cfdf51d11082 Mon Sep 17 00:00:00 2001 From: kmandryk Date: Fri, 5 Jun 2026 17:17:29 -0700 Subject: [PATCH 24/66] Support k6 VUS/DURATION and fix seed statuses Read k6 env vars LOAD_TEST_VUS and LOAD_TEST_DURATION in read-benchmark-datasets.js and switch options to use vus/duration when provided, otherwise keep the staged ramp fallback. Add -e LOAD_TEST_VUS and -e LOAD_TEST_DURATION to the k6:datasets npm script so Docker runs receive the vars. Change seeded document statuses: seed-hitl-fixtures uses awaiting_review instead of completed_ocr, and seed-large-dataset uses extracted instead of completed_ocr to match expected test states. --- .../k6/read-benchmark-datasets.js | 34 +++++++++++++------ tools/load-testing/package.json | 2 +- tools/load-testing/seed-hitl-fixtures.ts | 4 +-- tools/load-testing/seed-large-dataset.ts | 2 +- 4 files changed, 27 insertions(+), 15 deletions(-) diff --git a/tools/load-testing/k6/read-benchmark-datasets.js b/tools/load-testing/k6/read-benchmark-datasets.js index a8278cbb0..0ff8e1bda 100644 --- a/tools/load-testing/k6/read-benchmark-datasets.js +++ b/tools/load-testing/k6/read-benchmark-datasets.js @@ -8,18 +8,30 @@ import http from "k6/http"; const baseUrl = __ENV.BASE_URL || "http://localhost:3002"; const apiKey = __ENV.LOAD_TEST_API_KEY || ""; const groupId = __ENV.LOAD_TEST_GROUP_ID || "seed-default-group"; +const vus = Number(__ENV.LOAD_TEST_VUS || "0"); +const duration = __ENV.LOAD_TEST_DURATION || ""; -export const options = { - stages: [ - { duration: "30s", target: 5 }, - { duration: "1m", target: 10 }, - { duration: "30s", target: 0 }, - ], - thresholds: { - http_req_failed: ["rate<0.05"], - http_req_duration: ["p(95)<8000"], - }, -}; +export const options = + vus > 0 && duration + ? { + vus, + duration, + thresholds: { + http_req_failed: ["rate<0.05"], + http_req_duration: ["p(95)<8000"], + }, + } + : { + stages: [ + { duration: "30s", target: 5 }, + { duration: "1m", target: 10 }, + { duration: "30s", target: 0 }, + ], + thresholds: { + http_req_failed: ["rate<0.05"], + http_req_duration: ["p(95)<8000"], + }, + }; export default function () { const page = String(Math.floor(Math.random() * 3) + 1); diff --git a/tools/load-testing/package.json b/tools/load-testing/package.json index 7db16ef9c..97c3c814b 100644 --- a/tools/load-testing/package.json +++ b/tools/load-testing/package.json @@ -12,7 +12,7 @@ "temporal:saturation": "tsx temporal-queue-saturation.ts start", "temporal:saturation:cleanup": "tsx temporal-queue-saturation.ts cleanup", "k6:smoke": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-smoke-summary.json k6/smoke.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID grafana/k6 run --summary-export=/results/k6-smoke-summary.json /scripts/smoke.js; fi'", - "k6:datasets": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-datasets-summary.json k6/read-benchmark-datasets.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID grafana/k6 run --summary-export=/results/k6-datasets-summary.json /scripts/read-benchmark-datasets.js; fi'", + "k6:datasets": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-datasets-summary.json k6/read-benchmark-datasets.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID -e LOAD_TEST_VUS -e LOAD_TEST_DURATION grafana/k6 run --summary-export=/results/k6-datasets-summary.json /scripts/read-benchmark-datasets.js; fi'", "k6:documents": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-documents-summary.json k6/stress-documents-list.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID -e LOAD_TEST_VUS -e LOAD_TEST_DURATION grafana/k6 run --summary-export=/results/k6-documents-summary.json /scripts/stress-documents-list.js; fi'", "k6:upload-ocr": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-upload-ocr-summary.json k6/upload-ocr-workflow.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID -e LOAD_TEST_WORKFLOW_VERSION_ID -e LOAD_TEST_MODEL_ID -e LOAD_TEST_VUS -e LOAD_TEST_DURATION -e LOAD_TEST_SLEEP_SECONDS -e LOAD_TEST_RUN_ID -e LOAD_TEST_UPLOAD_FILE_BASE64 -e LOAD_TEST_UPLOAD_FILE_PATH -e LOAD_TEST_UPLOAD_PAYLOAD_BYTES -e LOAD_TEST_PAYLOAD_BYTES -e LOAD_TEST_PAYLOAD_SIZE_TIER -e LOAD_TEST_PAYLOAD_SMALL_BYTES -e LOAD_TEST_PAYLOAD_MEDIUM_BYTES -e LOAD_TEST_PAYLOAD_LARGE_BYTES -e LOAD_TEST_BODY_LIMIT -e BODY_LIMIT grafana/k6 run --summary-export=/results/k6-upload-ocr-summary.json /scripts/upload-ocr-workflow.js; fi'", "k6:payload-sizes": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-payload-sizes-summary.json k6/upload-ocr-workflow.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID -e LOAD_TEST_WORKFLOW_VERSION_ID -e LOAD_TEST_MODEL_ID -e LOAD_TEST_VUS -e LOAD_TEST_DURATION -e LOAD_TEST_SLEEP_SECONDS -e LOAD_TEST_RUN_ID -e LOAD_TEST_UPLOAD_FILE_BASE64 -e LOAD_TEST_UPLOAD_FILE_PATH -e LOAD_TEST_UPLOAD_PAYLOAD_BYTES -e LOAD_TEST_PAYLOAD_BYTES -e LOAD_TEST_PAYLOAD_SIZE_TIER -e LOAD_TEST_PAYLOAD_SMALL_BYTES -e LOAD_TEST_PAYLOAD_MEDIUM_BYTES -e LOAD_TEST_PAYLOAD_LARGE_BYTES -e LOAD_TEST_BODY_LIMIT -e BODY_LIMIT grafana/k6 run --summary-export=/results/k6-payload-sizes-summary.json /scripts/upload-ocr-workflow.js; fi'", diff --git a/tools/load-testing/seed-hitl-fixtures.ts b/tools/load-testing/seed-hitl-fixtures.ts index 33eb176b4..f0aacadb8 100644 --- a/tools/load-testing/seed-hitl-fixtures.ts +++ b/tools/load-testing/seed-hitl-fixtures.ts @@ -1,7 +1,7 @@ /** * Insert disposable HITL-eligible documents plus OCR results for review API load tests. * - * Documents are synthetic, source="api", completed_ocr, and use id prefix "ldt-hitl-". + * Documents are synthetic, source="api", awaiting_review, and use id prefix "ldt-hitl-". * Deleting by prefix cascades review sessions, locks, corrections, and OCR results. */ import "dotenv/config"; @@ -127,7 +127,7 @@ WITH inserted_documents AS ( 'synthetic', true ), 'api', - 'completed_ocr'::"DocumentStatus", + 'awaiting_review'::"DocumentStatus", NOW(), NOW(), 'prebuilt-layout', diff --git a/tools/load-testing/seed-large-dataset.ts b/tools/load-testing/seed-large-dataset.ts index 6c1829557..bbc555295 100644 --- a/tools/load-testing/seed-large-dataset.ts +++ b/tools/load-testing/seed-large-dataset.ts @@ -121,7 +121,7 @@ SELECT 'application/pdf', 1024, 'load-test-seed', - 'completed_ocr'::"DocumentStatus", + 'extracted'::"DocumentStatus", NOW(), NOW(), 'prebuilt-layout', From 145662d04c304bc3b4406a90265e86b1773df555 Mon Sep 17 00:00:00 2001 From: kmandryk Date: Mon, 8 Jun 2026 14:45:39 -0700 Subject: [PATCH 25/66] Lower default DB_POOL_MAX from 20 to 10 Reduce the default per-pod Postgres connection pool size from 20 to 10 across the codebase and docs to keep total connections under Postgres' default max_connections at HPA max scale. Updated constants and helpers (backend & temporal utils), env samples and OpenShift config/examples, HPA comments and HA docs, the deploy script default, and a unit test expectation. Also adjusted minor import formatting and Prisma comment to reflect the new default. Single-replica load-test behavior can still override DB_POOL_MAX=20 in instance envs if needed. --- .env.sample | 6 +++--- apps/backend-services/src/database/prisma.service.ts | 7 ++----- apps/backend-services/src/utils/database-url.spec.ts | 2 +- apps/backend-services/src/utils/database-url.ts | 2 +- apps/temporal/src/activities/database-client.ts | 6 +++++- apps/temporal/src/utils/database-url.ts | 2 +- deployments/openshift/config/dev.env.example | 7 +++---- deployments/openshift/config/prod.env.example | 2 +- .../kustomize/base/backend-services/configmap.yml | 4 ++-- .../base/backend-services/horizontalpodautoscaler.yml | 5 ++--- docs-md/HIGH_AVAILABILITY.md | 8 ++++---- docs-md/openshift-deployment/ENVIRONMENT_CONFIGURATION.md | 2 +- scripts/oc-deploy-instance.sh | 2 +- 13 files changed, 27 insertions(+), 28 deletions(-) diff --git a/.env.sample b/.env.sample index a6626da62..54f1959a4 100644 --- a/.env.sample +++ b/.env.sample @@ -5,10 +5,10 @@ # ── Database (shared by backend-services and temporal worker) ───────────────── DATABASE_URL="postgresql://postgres:postgres@localhost:5432/ai_doc_intelligence?schema=public" # Database Connection Pool -# Maximum number of database connections per pod (default: 5) +# Maximum number of database connections per pod (default: 10) # Scale this based on: concurrent requests per pod, pod count, and Postgres max_connections (default: 100) -# Example: 3 backend pods * 5 connections = 15 total connections -DB_POOL_MAX=20 +# Example: 5 backend pods * 10 connections + 4 worker pods * 3 = 62 total connections +DB_POOL_MAX=10 # ── MinIO (object storage) ──────────────────────────────────────────────────── MINIO_ROOT_USER=minioadmin diff --git a/apps/backend-services/src/database/prisma.service.ts b/apps/backend-services/src/database/prisma.service.ts index 706ee80a6..84fd4e18e 100644 --- a/apps/backend-services/src/database/prisma.service.ts +++ b/apps/backend-services/src/database/prisma.service.ts @@ -3,10 +3,7 @@ import { Injectable, OnModuleDestroy, OnModuleInit } from "@nestjs/common"; import { ConfigService } from "@nestjs/config"; import { PrismaPg } from "@prisma/adapter-pg"; import { AppLoggerService } from "@/logging/app-logger.service"; -import { - getPrismaPgOptions, - getPrismaPoolMax, -} from "@/utils/database-url"; +import { getPrismaPgOptions, getPrismaPoolMax } from "@/utils/database-url"; @Injectable() export class PrismaService implements OnModuleInit, OnModuleDestroy { @@ -26,7 +23,7 @@ export class PrismaService implements OnModuleInit, OnModuleDestroy { ); // Configure connection pool for horizontal scaling: - // - max: DB_POOL_MAX (default 20) — without this, Prisma uses num_cpus*2+1 (= 3 in 500m pods) + // - max: DB_POOL_MAX (default 10) — without this, Prisma uses num_cpus*2+1 (= 3 in 500m pods) // - idleTimeoutMillis: Close idle connections after 60s (reduces connection churn) // - connectionTimeoutMillis: Fail fast if pool is exhausted const adapter = new PrismaPg({ diff --git a/apps/backend-services/src/utils/database-url.spec.ts b/apps/backend-services/src/utils/database-url.spec.ts index bc54f6f97..3c396d78e 100644 --- a/apps/backend-services/src/utils/database-url.spec.ts +++ b/apps/backend-services/src/utils/database-url.spec.ts @@ -67,7 +67,7 @@ describe("database-url", () => { describe("getPrismaPoolMax", () => { it("returns default when env is undefined", () => { - expect(getPrismaPoolMax(undefined)).toBe(20); + expect(getPrismaPoolMax(undefined)).toBe(10); }); it("returns parsed value from env", () => { diff --git a/apps/backend-services/src/utils/database-url.ts b/apps/backend-services/src/utils/database-url.ts index 0dc121574..e5697b936 100644 --- a/apps/backend-services/src/utils/database-url.ts +++ b/apps/backend-services/src/utils/database-url.ts @@ -20,7 +20,7 @@ export function getDatabaseConnectionString(url: string | undefined): string { } /** Default pg pool size for backend-services (500m CPU / 512Mi pod). */ -export const DEFAULT_BACKEND_DB_POOL_MAX = 20; +export const DEFAULT_BACKEND_DB_POOL_MAX = 10; /** Default pg pool size for temporal-worker pods. */ export const DEFAULT_TEMPORAL_DB_POOL_MAX = 3; diff --git a/apps/temporal/src/activities/database-client.ts b/apps/temporal/src/activities/database-client.ts index ba4e40218..770ae2743 100644 --- a/apps/temporal/src/activities/database-client.ts +++ b/apps/temporal/src/activities/database-client.ts @@ -1,6 +1,10 @@ import { PrismaClient } from "@generated/client"; import { PrismaPg } from "@prisma/adapter-pg"; -import { getPrismaPgOptions, getPrismaPoolMax, DEFAULT_TEMPORAL_DB_POOL_MAX } from "../utils/database-url"; +import { + DEFAULT_TEMPORAL_DB_POOL_MAX, + getPrismaPgOptions, + getPrismaPoolMax, +} from "../utils/database-url"; // Initialize Prisma client (singleton pattern) let prismaClient: PrismaClient | null = null; diff --git a/apps/temporal/src/utils/database-url.ts b/apps/temporal/src/utils/database-url.ts index cae144d36..d12ebb744 100644 --- a/apps/temporal/src/utils/database-url.ts +++ b/apps/temporal/src/utils/database-url.ts @@ -43,7 +43,7 @@ export function getPrismaPgOptions(url: string | undefined): PrismaPgOptions { } /** Default pg pool size for backend-services (500m CPU / 512Mi pod). */ -export const DEFAULT_BACKEND_DB_POOL_MAX = 20; +export const DEFAULT_BACKEND_DB_POOL_MAX = 10; /** * Returns the configured Prisma/pg pool size from DB_POOL_MAX. diff --git a/deployments/openshift/config/dev.env.example b/deployments/openshift/config/dev.env.example index 0619d5c58..0a12a5841 100644 --- a/deployments/openshift/config/dev.env.example +++ b/deployments/openshift/config/dev.env.example @@ -132,10 +132,9 @@ THROTTLE_AUTH_REFRESH_LIMIT=5 # Database Connection Pool (backend-services) # ----------------------------------------------------------------------------- # Max concurrent PostgreSQL connections per backend pod (Prisma/pg pool via DB_POOL_MAX). -# Default 20 suits 500m CPU / 512Mi pods and removes the ~7 req/s read ceiling seen in load tests. -# When HPA scales backend to max replicas, ensure (backend_pods * DB_POOL_MAX) + (worker_pods * 3) -# stays below Postgres max_connections (100) with headroom — use 10 in prod.env if needed. -DB_POOL_MAX=20 +# Default 10 keeps (5 backend + 4 worker pods) under Postgres max_connections (100) at HPA max scale. +# For single-replica load testing, override to 20 in instance env to remove the ~7 req/s read ceiling. +DB_POOL_MAX=10 # ----------------------------------------------------------------------------- # PLG Monitoring Stack (Prometheus, Loki, Grafana) diff --git a/deployments/openshift/config/prod.env.example b/deployments/openshift/config/prod.env.example index 4073bc1fc..19573e7ba 100644 --- a/deployments/openshift/config/prod.env.example +++ b/deployments/openshift/config/prod.env.example @@ -120,7 +120,7 @@ THROTTLE_AUTH_REFRESH_LIMIT=3 # ----------------------------------------------------------------------------- # Database Connection Pool (backend-services) # ----------------------------------------------------------------------------- -# Lower than dev (20) to leave headroom when HPA scales to 5 backend + 4 worker pods. +# Lower than dev single-replica load-test override (20) to leave headroom when HPA scales to 5 backend + 4 worker pods. DB_POOL_MAX=10 # ----------------------------------------------------------------------------- diff --git a/deployments/openshift/kustomize/base/backend-services/configmap.yml b/deployments/openshift/kustomize/base/backend-services/configmap.yml index 561d6ea8a..9ec27691a 100644 --- a/deployments/openshift/kustomize/base/backend-services/configmap.yml +++ b/deployments/openshift/kustomize/base/backend-services/configmap.yml @@ -27,8 +27,8 @@ data: # Benchmarking BENCHMARK_TASK_QUEUE: "benchmark-processing" ENABLE_BENCHMARK_QUEUE: "true" - # Database Connection Pool (Prisma/pg via DB_POOL_MAX; default 20 for 500m/512Mi pods) - DB_POOL_MAX: "20" + # Database Connection Pool (Prisma/pg via DB_POOL_MAX; default 10 — safe at HPA max scale) + DB_POOL_MAX: "10" # Request body limit BODY_LIMIT: "50mb" # Rate limiting diff --git a/deployments/openshift/kustomize/base/backend-services/horizontalpodautoscaler.yml b/deployments/openshift/kustomize/base/backend-services/horizontalpodautoscaler.yml index c2083cd63..77352a526 100644 --- a/deployments/openshift/kustomize/base/backend-services/horizontalpodautoscaler.yml +++ b/deployments/openshift/kustomize/base/backend-services/horizontalpodautoscaler.yml @@ -11,9 +11,8 @@ spec: # This is safe: RollingUpdate strategy ensures pods start sequentially, and the # initContainer with Prisma advisory locks prevents migration races. minReplicas: 2 - # Max 5 replicas: with DB_POOL_MAX=20 per pod, that's 100 connections — tune - # DB_POOL_MAX down in prod.env when running at max scale (Postgres max_connections=100). - # Combined with temporal workers (max 4 * 3 = 12), total is 37 of Postgres default 100. + # Max 5 replicas: with DB_POOL_MAX=10 per pod, that's 50 connections. + # Combined with temporal workers (max 4 * 3 = 12), total is 62 of Postgres default 100. maxReplicas: 5 metrics: - type: Resource diff --git a/docs-md/HIGH_AVAILABILITY.md b/docs-md/HIGH_AVAILABILITY.md index 41df6fdc6..7860b2322 100644 --- a/docs-md/HIGH_AVAILABILITY.md +++ b/docs-md/HIGH_AVAILABILITY.md @@ -31,7 +31,7 @@ HPAs automatically scale deployments based on CPU and memory utilization. - **Scale Down:** Remove up to 50% of current pods every 60s, with 5 min stabilization window **Connection Pool Limit:** -Each backend-services pod uses `DB_POOL_MAX` connections (default **20** in dev / load-test overlays, **10** recommended in prod when HPA max is 5). With 5 pods at `DB_POOL_MAX=10`, that's 50 connections to PostgreSQL. +Each backend-services pod uses `DB_POOL_MAX` connections (default **10**). With 5 pods at max HPA scale, that's 50 connections to PostgreSQL. ### Temporal Worker HPA @@ -67,11 +67,11 @@ PostgreSQL default `max_connections` is 100. Our configuration uses: | Service | Pods (max) | Connections per Pod | Total Connections | |---------|------------|---------------------|-------------------| -| backend-services | 5 | 10 (prod) / 20 (dev) | 50 / 100 | +| backend-services | 5 | 10 | 50 | | temporal-worker | 4 | 3 | 12 | -| **Total** | **9** | - | **62 / 112** | +| **Total** | **9** | - | **62** | -Use **prod** column values (`DB_POOL_MAX=10`) for steady-state HA. The dev default (`20`) is sized for single-replica load testing and removes the ~7 req/s read ceiling documented in [LOAD_TEST_REPORT_2026-05.md](../LOAD_TEST_REPORT_2026-05.md). +At HPA max scale this stays below Crunchy Postgres default `max_connections` (100) with headroom for migrations and admin tools. For single-replica load testing, override `DB_POOL_MAX=20` in the instance env to remove the ~7 req/s read ceiling documented in [LOAD_TEST_REPORT_2026-05.md](../LOAD_TEST_REPORT_2026-05.md). This leaves headroom for: - Interactive queries (pgAdmin, psql) diff --git a/docs-md/openshift-deployment/ENVIRONMENT_CONFIGURATION.md b/docs-md/openshift-deployment/ENVIRONMENT_CONFIGURATION.md index e88c85b16..f409139ec 100644 --- a/docs-md/openshift-deployment/ENVIRONMENT_CONFIGURATION.md +++ b/docs-md/openshift-deployment/ENVIRONMENT_CONFIGURATION.md @@ -171,7 +171,7 @@ See [LOAD_TESTING.md](../LOAD_TESTING.md) for load-test usage of `mock`. | Variable | Default | Description | |----------|---------|-------------| -| `DB_POOL_MAX` | `20` (dev), `10` (prod example) | Max concurrent PostgreSQL connections per **backend-services** pod. Wired to the Prisma/pg pool (`PrismaPg` `max`). Without an explicit value, Prisma defaults to `num_cpus * 2 + 1`, which is **3** in a 500m container and caps read throughput at ~7 req/s per pod regardless of VU count. Size to pod CPU and to `(backend_pods × DB_POOL_MAX) + (worker_pods × 3) < Postgres max_connections` when HPA is at max scale. | +| `DB_POOL_MAX` | `10` | Max concurrent PostgreSQL connections per **backend-services** pod. Wired to the Prisma/pg pool (`PrismaPg` `max`). Without an explicit value, Prisma defaults to `num_cpus * 2 + 1`, which is **3** in a 500m container and caps read throughput at ~7 req/s per pod regardless of VU count. Default **10** keeps `(backend_pods × DB_POOL_MAX) + (worker_pods × 3)` under Postgres `max_connections` (100) at HPA max scale. Override to **20** on single-replica load-test instances if needed. | ### Rate Limiting diff --git a/scripts/oc-deploy-instance.sh b/scripts/oc-deploy-instance.sh index ef321a165..deff34231 100644 --- a/scripts/oc-deploy-instance.sh +++ b/scripts/oc-deploy-instance.sh @@ -191,7 +191,7 @@ THROTTLE_AUTH_LIMIT=$(optional_cfg THROTTLE_AUTH_LIMIT 10) THROTTLE_AUTH_REFRESH_TTL_MS=$(optional_cfg THROTTLE_AUTH_REFRESH_TTL_MS 60000) THROTTLE_AUTH_REFRESH_LIMIT=$(optional_cfg THROTTLE_AUTH_REFRESH_LIMIT 5) -DB_POOL_MAX=$(optional_cfg DB_POOL_MAX 20) +DB_POOL_MAX=$(optional_cfg DB_POOL_MAX 10) AZURE_DOCUMENT_INTELLIGENCE_ENDPOINT=$(optional_cfg AZURE_DOCUMENT_INTELLIGENCE_ENDPOINT "") AZURE_DOC_INTELLIGENCE_MODELS=$(optional_cfg AZURE_DOC_INTELLIGENCE_MODELS prebuilt-layout) From 6c88d78861d69431c08aeee99f772f3c08bfe878 Mon Sep 17 00:00:00 2001 From: kmandryk Date: Mon, 8 Jun 2026 17:33:14 -0700 Subject: [PATCH 26/66] Parameterize k6 scripts and add throttling docs MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Document global rate limiting and how to raise THROTTLE_GLOBAL_LIMIT for sustained/multi-VU load tests; add guidance to docs-md/LOAD_TESTING.md, LOAD_TEST_STRESS_RUN_SHEET.md, and tools/load-testing/README.md. Update k6 read-benchmark-datasets.js to accept LOAD_TEST_VUS, LOAD_TEST_SLEEP_SECONDS and switch to vus/duration options (default 1 VU × 60s, 1s sleep) so scripts stay under the backend throttler by default. Add matching OpenShift job env defaults for VUS, DURATION and SLEEP. Minor non-functional reorder of the mupdf dependency in apps/backend-services/package.json. --- apps/backend-services/package.json | 2 +- docs-md/LOAD_TESTING.md | 29 +- docs-md/LOAD_TEST_STRESS_RUN_SHEET.md | 1 + package-lock.json | 734 ++++++++++++++++-- tools/load-testing/README.md | 35 +- .../k6/read-benchmark-datasets.js | 13 +- .../openshift/k6-job-datasets.yaml | 6 + tools/load-testing/package.json | 2 +- 8 files changed, 750 insertions(+), 72 deletions(-) diff --git a/apps/backend-services/package.json b/apps/backend-services/package.json index 85153abf3..741ba1775 100644 --- a/apps/backend-services/package.json +++ b/apps/backend-services/package.json @@ -60,10 +60,10 @@ "class-validator": "0.14.4", "cookie-parser": "1.4.7", "dotenv": "17.2.3", - "mupdf": "1.27.0", "express": "5.2.1", "helmet": "8.1.0", "jwks-rsa": "3.2.2", + "mupdf": "1.27.0", "openid-client": "6.8.2", "passport": "0.7.0", "passport-jwt": "4.0.1", diff --git a/docs-md/LOAD_TESTING.md b/docs-md/LOAD_TESTING.md index ceef6964f..30dee829e 100644 --- a/docs-md/LOAD_TESTING.md +++ b/docs-md/LOAD_TESTING.md @@ -17,15 +17,36 @@ This document describes how to run bulk data generation and API load tests, how - For ~1M rows, use a dedicated environment; monitor disk and duration. 5. **Start** backend (and Temporal worker if exercising workflows separately). 6. **Export** `LOAD_TEST_API_KEY` (and optional `BASE_URL`, `LOAD_TEST_GROUP_ID`). -7. **Run k6** via `npm run load-test:k6:smoke` (then datasets / documents / upload OCR / blob storage / review HITL scenarios as needed), or run the direct Temporal saturation harness for queue-focused tests. -8. **Track parameter sweeps** with `npm run load-test:matrix -- --vus N --duration STR --seeded-rows N --instance NAME --namespace NAME --notes "..."`. The runner wraps the `npm run load-test:k6:` script, parses the resulting `tools/load-testing/results/k6--summary.json`, and appends one row per run to `tools/load-testing/test-matrix.csv` (timestamp, requested params, iterations, throughput, failure rate, p50/p95/max latency, threshold pass, git branch/sha, free-text notes, auto-generated `result_summary`). Use `--no-run` to record an existing summary without re-executing k6. To run every applicable scenario in a single invocation use `npm run load-test:suite -- --instance NAME --namespace NAME --vus N --duration STR` — scenarios whose prerequisites are missing (`LOAD_TEST_WORKFLOW_VERSION_ID`, `LOAD_TEST_BLOB_CLASSIFIER_NAME`, HITL fixtures) are skipped and reported, not failed. Full options: [tools/load-testing/README.md](../tools/load-testing/README.md#test-matrix-tracker). -9. **Collect** k6/Temporal harness summary JSON from `tools/load-testing/results/`, database metrics, and pod metrics. -10. **Clean up** generated rows after the run: +7. **Confirm throttling** for sustained scenarios: default backend settings allow **100 requests / 60 s per IP** (`THROTTLE_GLOBAL_LIMIT`). Bundled k6 defaults (1 VU, 1 s sleep) stay under that budget; raise `THROTTLE_GLOBAL_LIMIT` on the backend before multi-VU or zero-think-time stress (see [Global rate limiting](#global-rate-limiting) below). +8. **Run k6** via `npm run load-test:k6:smoke` (then datasets / documents / upload OCR / blob storage / review HITL scenarios as needed), or run the direct Temporal saturation harness for queue-focused tests. +9. **Track parameter sweeps** with `npm run load-test:matrix -- --vus N --duration STR --seeded-rows N --instance NAME --namespace NAME --notes "..."`. The runner wraps the `npm run load-test:k6:` script, parses the resulting `tools/load-testing/results/k6--summary.json`, and appends one row per run to `tools/load-testing/test-matrix.csv` (timestamp, requested params, iterations, throughput, failure rate, p50/p95/max latency, threshold pass, git branch/sha, free-text notes, auto-generated `result_summary`). Use `--no-run` to record an existing summary without re-executing k6. To run every applicable scenario in a single invocation use `npm run load-test:suite -- --instance NAME --namespace NAME --vus N --duration STR` — scenarios whose prerequisites are missing (`LOAD_TEST_WORKFLOW_VERSION_ID`, `LOAD_TEST_BLOB_CLASSIFIER_NAME`, HITL fixtures) are skipped and reported, not failed. Full options: [tools/load-testing/README.md](../tools/load-testing/README.md#test-matrix-tracker). +10. **Collect** k6/Temporal harness summary JSON from `tools/load-testing/results/`, database metrics, and pod metrics. +11. **Clean up** generated rows after the run: - `npm run load-test:seed -- --delete-by-prefix --count=0 --group-id=seed-default-group` Detailed flags and Docker notes: [tools/load-testing/README.md](../tools/load-testing/README.md). Stress parameter matrix and execution order: [docs-md/LOAD_TEST_STRESS_RUN_SHEET.md](./LOAD_TEST_STRESS_RUN_SHEET.md). +## Global rate limiting + +The backend registers **`ThrottlerGuard`** globally ([`apps/backend-services/src/app.module.ts`](../apps/backend-services/src/app.module.ts)). Defaults match production-like settings: **`THROTTLE_GLOBAL_LIMIT=100`** requests per **`THROTTLE_GLOBAL_TTL_MS=60000`** window, keyed by client IP. + +| Symptom | Likely cause | +|---------|----------------| +| `http_req_failed` ~90 %+, p95 latency tens of ms | Throttler returning **429** after the IP budget is exhausted | +| Smoke passes, sustained scenarios fail | Smoke uses only 3 iterations; staged or multi-VU scripts exceed 100 req/min | + +**Default k6 scripts** (`tools/load-testing/k6/`) use **1 VU** and **1 s think time** so `npm run load-test:k6:datasets` and similar baseline runs succeed against a stock local backend without config changes. + +**Before stress or VU sweeps**, raise the limit on the backend (not in k6): + +| Environment | Action | +|-------------|--------| +| Local | `export THROTTLE_GLOBAL_LIMIT=1000000` in `apps/backend-services/.env` or the shell that starts the backend | +| OpenShift disposable instance | Patch `-backend-services-config` and restart — [MANUAL_LOAD_TEST_INSTANCE.md](./openshift-deployment/MANUAL_LOAD_TEST_INSTANCE.md#disable-the-global-request-throttler-before-sustained-load) | + +Re-apply the OpenShift patch after redeploying the instance; `oc-deploy-instance.sh` resets ConfigMap values from `dev.env`. + ## Baseline vs extended scenarios **Baseline (implemented today)** — aligned with requirements **FR-5**: diff --git a/docs-md/LOAD_TEST_STRESS_RUN_SHEET.md b/docs-md/LOAD_TEST_STRESS_RUN_SHEET.md index 891122eca..8527f013a 100644 --- a/docs-md/LOAD_TEST_STRESS_RUN_SHEET.md +++ b/docs-md/LOAD_TEST_STRESS_RUN_SHEET.md @@ -26,6 +26,7 @@ Run only in a disposable environment. - `LOAD_TEST_WORKFLOW_VERSION_ID` - `LOAD_TEST_BLOB_CLASSIFIER_NAME` - `TEMPORAL_ADDRESS`, `TEMPORAL_NAMESPACE`, `TEMPORAL_TASK_QUEUE` +5. Backend **`THROTTLE_GLOBAL_LIMIT`** is raised for sustained or multi-VU runs (default **100/min** per IP causes ~90 % k6 failures above smoke). Local: `export THROTTLE_GLOBAL_LIMIT=1000000` before starting backend-services. OpenShift: see [MANUAL_LOAD_TEST_INSTANCE.md](./openshift-deployment/MANUAL_LOAD_TEST_INSTANCE.md#disable-the-global-request-throttler-before-sustained-load). Default k6 scripts (1 VU, 1 s sleep) pass without this override. ## Common environment template diff --git a/package-lock.json b/package-lock.json index e10fce027..05b423d7e 100644 --- a/package-lock.json +++ b/package-lock.json @@ -1296,26 +1296,6 @@ "version": "5.0.2", "license": "MIT" }, - "apps/temporal/node_modules/fast-xml-parser": { - "version": "5.5.8", - "resolved": "https://registry.npmjs.org/fast-xml-parser/-/fast-xml-parser-5.5.8.tgz", - "integrity": "sha512-Z7Fh2nVQSb2d+poDViM063ix2ZGt9jmY1nWhPfHBOK2Hgnb/OW3P4Et3P/81SEej0J7QbWtJqxO05h8QYfK7LQ==", - "funding": [ - { - "type": "github", - "url": "https://github.com/sponsors/NaturalIntelligence" - } - ], - "license": "MIT", - "dependencies": { - "fast-xml-builder": "^1.1.4", - "path-expression-matcher": "^1.2.0", - "strnum": "^2.2.0" - }, - "bin": { - "fxparser": "src/cli/cli.js" - } - }, "apps/temporal/node_modules/isexe": { "version": "3.1.5", "license": "BlueOak-1.0.0", @@ -3227,6 +3207,16 @@ "@electric-sql/pglite": "0.3.2" } }, + "node_modules/@emnapi/runtime": { + "version": "1.10.0", + "resolved": "https://registry.npmjs.org/@emnapi/runtime/-/runtime-1.10.0.tgz", + "integrity": "sha512-ewvYlk86xUoGI0zQRNq/mC+16R1QeDlKQy21Ki3oSYXNgLb45GV1P6A0M+/s6nyCuNDqe5VpaY84BzXGwVbwFA==", + "license": "MIT", + "optional": true, + "dependencies": { + "tslib": "^2.4.0" + } + }, "node_modules/@esbuild/darwin-arm64": { "version": "0.25.12", "cpu": [ @@ -3336,80 +3326,546 @@ "tslib": "^2.8.0" } }, - "node_modules/@grpc/grpc-js": { - "version": "1.14.3", + "node_modules/@grpc/grpc-js": { + "version": "1.14.3", + "license": "Apache-2.0", + "dependencies": { + "@grpc/proto-loader": "^0.8.0", + "@js-sdsl/ordered-map": "^4.4.2" + }, + "engines": { + "node": ">=12.10.0" + } + }, + "node_modules/@grpc/proto-loader": { + "version": "0.8.0", + "license": "Apache-2.0", + "dependencies": { + "lodash.camelcase": "^4.3.0", + "long": "^5.0.0", + "protobufjs": "^7.5.3", + "yargs": "^17.7.2" + }, + "bin": { + 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`LOAD_TEST_VUS` | `1` | Virtual users (`stress-documents-list` only) | +| `LOAD_TEST_VUS` | `1` | Virtual users (all sustained scenarios except `smoke`) | | `LOAD_TEST_DURATION` | `60s` | Scenario duration | +| `LOAD_TEST_SLEEP_SECONDS` | `1` | Think time between iterations (`datasets`, `upload-ocr`, `blob-storage`, `review-hitl`; default keeps traffic under the global throttler) | | `LOAD_TEST_WORKFLOW_VERSION_ID` | (required for `upload-ocr`) | Existing `WorkflowVersion.id` used by `POST /api/upload` to start Temporal graph workflow execution | | `LOAD_TEST_MODEL_ID` | `prebuilt-layout` | OCR model id for `upload-ocr` payloads | | `LOAD_TEST_RUN_ID` | generated | Run marker stored in upload metadata for correlation and cleanup | @@ -123,7 +124,7 @@ npm run k6:smoke ``` - **smoke**: few iterations, paginated benchmark datasets. -- **read-benchmark-datasets**: ramping VUs, paginated reads. +- **read-benchmark-datasets**: sustained paginated reads (default 1 VU × 60 s, 1 s sleep — stays under the backend global throttler). Increase `LOAD_TEST_VUS` / lower `LOAD_TEST_SLEEP_SECONDS` only after raising `THROTTLE_GLOBAL_LIMIT` on the backend (see [Global rate limiting](#global-rate-limiting-throttler) below). - **stress-documents-list**: repeated `GET /api/documents?group_id=...` (heavy once the table is large). Thresholds: **`http_req_failed` below 5%**, **`p(95)` latency under 120s** (aligned with the per-request timeout). Very large groups may exceed latency; use disposable DBs and tune VUs/duration, or establish a higher baseline before tightening further. - **upload-ocr-workflow**: repeated `POST /api/upload` with a generic generated PDF. Requires `LOAD_TEST_WORKFLOW_VERSION_ID`, a running backend, Temporal connectivity, and a worker configured for disposable load testing. - **payload-sizes**: root alias for the upload/OCR script with its own summary artifact (`k6-payload-sizes-summary.json`), intended for small/medium/large request-body exercises. @@ -331,6 +332,36 @@ Mock-mode compatibility: - This direct harness does not call OCR activities, backend DI routes, blob storage, or Azure. `MOCK_AZURE_OCR` is not required for the hold graph itself. - Keep worker `MOCK_AZURE_OCR=true` and backend `DOCUMENT_INTELLIGENCE_MODE=mock` in the same disposable environment when you run this alongside upload/OCR scenarios so live Azure failures are not mistaken for queue capacity limits. +### Global rate limiting (throttler) + +The Nest backend applies **`@nestjs/throttler`** globally (**100 requests / 60 s per IP** by default via `THROTTLE_GLOBAL_TTL_MS` and `THROTTLE_GLOBAL_LIMIT`). Sustained k6 traffic above that budget returns **`HTTP 429`** quickly — successful responses stay fast (tens of ms) while **`http_req_failed`** climbs toward ~90 %. + +**Default k6 scripts** use **1 VU** and **1 s sleep** (where applicable) so out-of-the-box runs against a stock local backend pass thresholds. **`smoke`** (3 iterations) is always safe. + +**Symptom:** high failure rate, low p95 latency, response bodies mentioning `ThrottlerException`. + +**Before multi-VU or zero-think-time stress**, raise the limit on the backend process: + +```bash +# Local backend (apps/backend-services/.env or shell before npm run start) +export THROTTLE_GLOBAL_LIMIT=1000000 +export THROTTLE_GLOBAL_TTL_MS=60000 +``` + +OpenShift disposable instances: patch the instance ConfigMap and restart the backend — see [MANUAL_LOAD_TEST_INSTANCE.md](../docs-md/openshift-deployment/MANUAL_LOAD_TEST_INSTANCE.md#disable-the-global-request-throttler-before-sustained-load). + +Example stress sweep after raising the limit: + +```bash +export THROTTLE_GLOBAL_LIMIT=1000000 # on the backend, not k6 +for V in 1 5 10; do + LOAD_TEST_VUS="$V" LOAD_TEST_DURATION=60s LOAD_TEST_SLEEP_SECONDS=0.3 \ + npm run load-test:k6:datasets +done +``` + +Auth routes have separate stricter limits (`THROTTLE_AUTH_*`); the bundled k6 scenarios use API keys, not login/refresh. + ### k6 binary vs Docker Scripts prefer a local `k6` if installed; otherwise they run `grafana/k6` with the package directory mounted. On Linux, `host.docker.internal` is added via Docker’s `host-gateway`. If that fails, set `BASE_URL` to a reachable host IP from the container. diff --git a/tools/load-testing/k6/read-benchmark-datasets.js b/tools/load-testing/k6/read-benchmark-datasets.js index a8278cbb0..4d53205bc 100644 --- a/tools/load-testing/k6/read-benchmark-datasets.js +++ b/tools/load-testing/k6/read-benchmark-datasets.js @@ -1,5 +1,7 @@ /** * Paginated benchmark datasets read — baseline under large DB. + * Defaults (1 VU, 1 s sleep) stay under the backend global throttler + * (100 requests / 60 s per IP). Raise THROTTLE_GLOBAL_LIMIT for multi-VU stress. */ import { check, sleep } from "k6"; @@ -8,13 +10,12 @@ import http from "k6/http"; const baseUrl = __ENV.BASE_URL || "http://localhost:3002"; const apiKey = __ENV.LOAD_TEST_API_KEY || ""; const groupId = __ENV.LOAD_TEST_GROUP_ID || "seed-default-group"; +const vus = Number(__ENV.LOAD_TEST_VUS || "1"); +const sleepSeconds = Number(__ENV.LOAD_TEST_SLEEP_SECONDS || "1"); export const options = { - stages: [ - { duration: "30s", target: 5 }, - { duration: "1m", target: 10 }, - { duration: "30s", target: 0 }, - ], + vus, + duration: __ENV.LOAD_TEST_DURATION || "60s", thresholds: { http_req_failed: ["rate<0.05"], http_req_duration: ["p(95)<8000"], @@ -30,7 +31,7 @@ export default function () { check(res, { "status 200": (r) => r.status === 200, }); - sleep(0.3); + sleep(sleepSeconds); } export function setup() { diff --git a/tools/load-testing/openshift/k6-job-datasets.yaml b/tools/load-testing/openshift/k6-job-datasets.yaml index fa24c7cba..befc4b8a5 100644 --- a/tools/load-testing/openshift/k6-job-datasets.yaml +++ b/tools/load-testing/openshift/k6-job-datasets.yaml @@ -20,6 +20,12 @@ spec: value: "http://backend-services:3002" - name: LOAD_TEST_GROUP_ID value: "seed-default-group" + - name: LOAD_TEST_VUS + value: "1" + - name: LOAD_TEST_DURATION + value: "60s" + - name: LOAD_TEST_SLEEP_SECONDS + value: "1" - name: LOAD_TEST_API_KEY valueFrom: secretKeyRef: diff --git a/tools/load-testing/package.json b/tools/load-testing/package.json index 7db16ef9c..04f47ec03 100644 --- a/tools/load-testing/package.json +++ b/tools/load-testing/package.json @@ -12,7 +12,7 @@ "temporal:saturation": "tsx temporal-queue-saturation.ts start", "temporal:saturation:cleanup": "tsx temporal-queue-saturation.ts cleanup", "k6:smoke": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-smoke-summary.json k6/smoke.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID grafana/k6 run --summary-export=/results/k6-smoke-summary.json /scripts/smoke.js; fi'", - "k6:datasets": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-datasets-summary.json k6/read-benchmark-datasets.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID grafana/k6 run --summary-export=/results/k6-datasets-summary.json /scripts/read-benchmark-datasets.js; fi'", + "k6:datasets": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-datasets-summary.json k6/read-benchmark-datasets.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID -e LOAD_TEST_VUS -e LOAD_TEST_DURATION -e LOAD_TEST_SLEEP_SECONDS grafana/k6 run --summary-export=/results/k6-datasets-summary.json /scripts/read-benchmark-datasets.js; fi'", "k6:documents": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-documents-summary.json k6/stress-documents-list.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID -e LOAD_TEST_VUS -e LOAD_TEST_DURATION grafana/k6 run --summary-export=/results/k6-documents-summary.json /scripts/stress-documents-list.js; fi'", "k6:upload-ocr": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-upload-ocr-summary.json k6/upload-ocr-workflow.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID -e LOAD_TEST_WORKFLOW_VERSION_ID -e LOAD_TEST_MODEL_ID -e LOAD_TEST_VUS -e LOAD_TEST_DURATION -e LOAD_TEST_SLEEP_SECONDS -e LOAD_TEST_RUN_ID -e LOAD_TEST_UPLOAD_FILE_BASE64 -e LOAD_TEST_UPLOAD_FILE_PATH -e LOAD_TEST_UPLOAD_PAYLOAD_BYTES -e LOAD_TEST_PAYLOAD_BYTES -e LOAD_TEST_PAYLOAD_SIZE_TIER -e LOAD_TEST_PAYLOAD_SMALL_BYTES -e LOAD_TEST_PAYLOAD_MEDIUM_BYTES -e LOAD_TEST_PAYLOAD_LARGE_BYTES -e LOAD_TEST_BODY_LIMIT -e BODY_LIMIT grafana/k6 run --summary-export=/results/k6-upload-ocr-summary.json /scripts/upload-ocr-workflow.js; fi'", "k6:payload-sizes": "sh -c 'mkdir -p results && if command -v k6 >/dev/null 2>&1; then k6 run --summary-export=results/k6-payload-sizes-summary.json k6/upload-ocr-workflow.js; else chmod a+rwx results 2>/dev/null || true; docker run --rm -i --user \"$(id -u):$(id -g)\" --add-host=host.docker.internal:host-gateway -v \"$PWD/k6:/scripts:ro\" -v \"$PWD/results:/results\" -e BASE_URL=\"${BASE_URL:-http://host.docker.internal:3002}\" -e LOAD_TEST_API_KEY -e LOAD_TEST_GROUP_ID -e LOAD_TEST_WORKFLOW_VERSION_ID -e LOAD_TEST_MODEL_ID -e LOAD_TEST_VUS -e LOAD_TEST_DURATION -e LOAD_TEST_SLEEP_SECONDS -e LOAD_TEST_RUN_ID -e LOAD_TEST_UPLOAD_FILE_BASE64 -e LOAD_TEST_UPLOAD_FILE_PATH -e LOAD_TEST_UPLOAD_PAYLOAD_BYTES -e LOAD_TEST_PAYLOAD_BYTES -e LOAD_TEST_PAYLOAD_SIZE_TIER -e LOAD_TEST_PAYLOAD_SMALL_BYTES -e LOAD_TEST_PAYLOAD_MEDIUM_BYTES -e LOAD_TEST_PAYLOAD_LARGE_BYTES -e LOAD_TEST_BODY_LIMIT -e BODY_LIMIT grafana/k6 run --summary-export=/results/k6-payload-sizes-summary.json /scripts/upload-ocr-workflow.js; fi'", From 7c16479bc81d0a1776232277883e6f20f7e5a52d Mon Sep 17 00:00:00 2001 From: kmandryk Date: Mon, 8 Jun 2026 17:47:13 -0700 Subject: [PATCH 27/66] Enforce 100MB limit for classifier uploads Add explicit 100MB per-file limit to classifier upload endpoint and handle multer rejections. FilesInterceptor on the classifier upload route now sets limits.fileSize = 100MB and registers a MulterExceptionFilter that maps LIMIT_FILE_SIZE to HTTP 413 (and other Multer errors to 400). Also add a controller-side safeguard that throws PayloadTooLargeException for oversized files, unit tests for the filter and controller behavior, and documentation (CLASSIFIER_DOCUMENT_UPLOAD.md) plus an update to the load-test notes marking the issue fixed. --- .../src/azure/azure.controller.spec.ts | 17 +++++++ .../src/azure/azure.controller.ts | 21 +++++++- .../filters/multer-exception.filter.spec.ts | 51 +++++++++++++++++++ .../src/filters/multer-exception.filter.ts | 29 +++++++++++ docs-md/CLASSIFIER_DOCUMENT_UPLOAD.md | 31 +++++++++++ .../MANUAL_LOAD_TEST_INSTANCE.md | 2 +- 6 files changed, 149 insertions(+), 2 deletions(-) create mode 100644 apps/backend-services/src/filters/multer-exception.filter.spec.ts create mode 100644 apps/backend-services/src/filters/multer-exception.filter.ts create mode 100644 docs-md/CLASSIFIER_DOCUMENT_UPLOAD.md diff --git a/apps/backend-services/src/azure/azure.controller.spec.ts b/apps/backend-services/src/azure/azure.controller.spec.ts index 769e4f5db..27004b71b 100644 --- a/apps/backend-services/src/azure/azure.controller.spec.ts +++ b/apps/backend-services/src/azure/azure.controller.spec.ts @@ -4,6 +4,7 @@ import { ForbiddenException, InternalServerErrorException, NotFoundException, + PayloadTooLargeException, } from "@nestjs/common"; import { Request } from "express"; import type { AuditService } from "@/audit/audit.service"; @@ -212,6 +213,22 @@ describe("AzureController", () => { ), ).rejects.toThrow(NotFoundException); }); + it("should throw PayloadTooLargeException when a file exceeds 100MB", async () => { + classifierService.findClassifierModel.mockResolvedValue({ id: "1" }); + const oversizedFile = { + ...mockFile, + originalname: "large.pdf", + size: 100 * 1024 * 1024 + 1, + }; + await expect( + controller.uploadClassifierDocuments( + [oversizedFile], + { name: "c1", label: "l1" }, + "g1", + ), + ).rejects.toThrow(PayloadTooLargeException); + expect(storageService.write).not.toHaveBeenCalled(); + }); }); describe("deleteClassifierDocuments", () => { diff --git a/apps/backend-services/src/azure/azure.controller.ts b/apps/backend-services/src/azure/azure.controller.ts index 53e82e156..32569be1c 100644 --- a/apps/backend-services/src/azure/azure.controller.ts +++ b/apps/backend-services/src/azure/azure.controller.ts @@ -12,11 +12,13 @@ import { NotFoundException, Param, Patch, + PayloadTooLargeException, Post, Query, Req, UploadedFile, UploadedFiles, + UseFilters, UseInterceptors, } from "@nestjs/common"; import { FileInterceptor, FilesInterceptor } from "@nestjs/platform-express"; @@ -44,6 +46,7 @@ import { } from "@/auth/identity.helpers"; import { AzureService } from "@/azure/azure.service"; import { ClassifierService } from "@/azure/classifier.service"; +import { MulterExceptionFilter } from "@/filters/multer-exception.filter"; import { ClassificationResultDto } from "@/azure/dto/classification-result.dto"; import { CLASSIFIER_OTHER_AZURE_PREFIX, @@ -229,7 +232,14 @@ export class AzureController { summary: "Upload training documents", description: "Upload training documents for a classifier.", }) - @UseInterceptors(FilesInterceptor("files")) + @UseInterceptors( + FilesInterceptor("files", 100, { + limits: { + fileSize: 100 * 1024 * 1024, // 100MB per file + }, + }), + ) + @UseFilters(MulterExceptionFilter) @ApiConsumes("multipart/form-data") @ApiQuery({ name: "group_id", required: true, description: "Group ID" }) @ApiBody({ @@ -269,6 +279,15 @@ export class AzureController { throw new NotFoundException("No existing record of classifier model."); } + const maxFileSize = 100 * 1024 * 1024; // 100MB + for (const file of files) { + if (file.size > maxFileSize) { + throw new PayloadTooLargeException( + `File ${file.originalname} exceeds maximum size of 100MB`, + ); + } + } + const uploadResults: string[] = []; for (const file of files) { const key = buildBlobFilePath( diff --git a/apps/backend-services/src/filters/multer-exception.filter.spec.ts b/apps/backend-services/src/filters/multer-exception.filter.spec.ts new file mode 100644 index 000000000..aa90e978e --- /dev/null +++ b/apps/backend-services/src/filters/multer-exception.filter.spec.ts @@ -0,0 +1,51 @@ +import { PayloadTooLargeException } from "@nestjs/common"; +import { MulterError } from "multer"; +import { MulterExceptionFilter } from "./multer-exception.filter"; + +describe("MulterExceptionFilter", () => { + const filter = new MulterExceptionFilter(); + + it("should return 413 for LIMIT_FILE_SIZE", () => { + const json = jest.fn(); + const status = jest.fn().mockReturnValue({ json }); + const host = { + switchToHttp: () => ({ + getResponse: () => ({ status }), + }), + }; + + filter.catch( + new MulterError("LIMIT_FILE_SIZE", "files"), + host as never, + ); + + expect(status).toHaveBeenCalledWith(413); + expect(json).toHaveBeenCalledWith( + new PayloadTooLargeException( + "File exceeds maximum allowed size", + ).getResponse(), + ); + }); + + it("should return 400 for other multer errors", () => { + const json = jest.fn(); + const status = jest.fn().mockReturnValue({ json }); + const host = { + switchToHttp: () => ({ + getResponse: () => ({ status }), + }), + }; + + filter.catch( + new MulterError("LIMIT_UNEXPECTED_FILE", "files"), + host as never, + ); + + expect(status).toHaveBeenCalledWith(400); + expect(json).toHaveBeenCalledWith({ + statusCode: 400, + message: "Unexpected field", + error: "Bad Request", + }); + }); +}); diff --git a/apps/backend-services/src/filters/multer-exception.filter.ts b/apps/backend-services/src/filters/multer-exception.filter.ts new file mode 100644 index 000000000..7ec65d03f --- /dev/null +++ b/apps/backend-services/src/filters/multer-exception.filter.ts @@ -0,0 +1,29 @@ +import { + ArgumentsHost, + Catch, + ExceptionFilter, + PayloadTooLargeException, +} from "@nestjs/common"; +import { Response } from "express"; +import { MulterError } from "multer"; + +@Catch(MulterError) +export class MulterExceptionFilter implements ExceptionFilter { + catch(exception: MulterError, host: ArgumentsHost): void { + const response = host.switchToHttp().getResponse(); + + if (exception.code === "LIMIT_FILE_SIZE") { + const body = new PayloadTooLargeException( + "File exceeds maximum allowed size", + ).getResponse(); + response.status(413).json(body); + return; + } + + response.status(400).json({ + statusCode: 400, + message: exception.message, + error: "Bad Request", + }); + } +} diff --git a/docs-md/CLASSIFIER_DOCUMENT_UPLOAD.md b/docs-md/CLASSIFIER_DOCUMENT_UPLOAD.md new file mode 100644 index 000000000..9809c6411 --- /dev/null +++ b/docs-md/CLASSIFIER_DOCUMENT_UPLOAD.md @@ -0,0 +1,31 @@ +# Classifier document upload limits + +`POST /api/azure/classifier/documents` accepts multipart training-document uploads for classifiers. + +## File size limit + +Each uploaded file may be up to **100 MB**, matching the dataset version upload endpoint in `apps/backend-services/src/benchmark/dataset.controller.ts`. + +The route configures multer via `FilesInterceptor` with `limits.fileSize: 100 * 1024 * 1024`. Files larger than 100 MB receive **HTTP 413 Payload Too Large** (via `MulterExceptionFilter` for multer rejections and an explicit controller check as a safeguard). + +## Load testing context + +Load testing previously reported HTTP 500 for uploads above ~64 KB because the classifier route used `FilesInterceptor("files")` without an explicit limit. The `blob-storage` k6 scenario (256 KB blobs) showed a **20.6 %** failure rate until this limit was aligned with the dataset upload endpoint. + +See also: + +- [`docs-md/LOAD_TEST_REPORT_2026-05.md`](./LOAD_TEST_REPORT_2026-05.md) — Finding 3 +- [`docs-md/LOAD_TESTING.md`](./LOAD_TESTING.md) — blob storage scenario + +## Verification + +```bash +# Expect HTTP 201 (classifier must exist; replace group/name/label as needed) +curl -H "x-api-key: " \ + -F "files=@/path/to/1mb.pdf" \ + -F "name=" \ + -F "label=