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feat: knowledge base functionality for the voice agent (#120)
* feat: upload file and store embedding * feat: add documents in nodes * feat: add openai embedding service
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52 changed files with 4551 additions and 114 deletions
311
api/tasks/knowledge_base_processing.py
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311
api/tasks/knowledge_base_processing.py
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"""ARQ background task for processing knowledge base documents."""
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import os
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import tempfile
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from typing import Literal
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from docling.chunking import HybridChunker
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from docling.document_converter import DocumentConverter
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from docling_core.transforms.chunker.tokenizer.huggingface import HuggingFaceTokenizer
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from loguru import logger
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from transformers import AutoTokenizer
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from api.db import db_client
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from api.db.models import KnowledgeBaseChunkModel
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from api.services.gen_ai import (
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OpenAIEmbeddingService,
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SentenceTransformerEmbeddingService,
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)
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from api.services.storage import storage_fs
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# For tokenization/chunking - use SentenceTransformer tokenizer as baseline
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TOKENIZER_MODEL = "sentence-transformers/all-MiniLM-L6-v2"
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async def process_knowledge_base_document(
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ctx,
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document_id: int,
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s3_key: str,
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organization_id: int,
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max_tokens: int = 128,
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embedding_service: Literal["sentence_transformer", "openai"] = "openai",
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):
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"""Process a knowledge base document: download, chunk, embed, and store.
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Args:
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ctx: ARQ context
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document_id: Database ID of the document
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s3_key: S3 key where the file is stored
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organization_id: Organization ID
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max_tokens: Maximum number of tokens per chunk (default: 128)
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embedding_service: Embedding service to use (default: "openai")
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- "openai": Use OpenAI text-embedding-3-small (1536-dim, requires API key)
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- "sentence_transformer": Use SentenceTransformer (all-MiniLM-L6-v2, 384-dim, free)
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"""
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logger.info(
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f"Starting knowledge base document processing for document_id={document_id}, "
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f"s3_key={s3_key}, organization_id={organization_id}"
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)
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temp_file_path = None
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try:
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# Update status to processing
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await db_client.update_document_status(document_id, "processing")
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# Extract file extension from S3 key
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filename = s3_key.split("/")[-1]
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file_extension = (
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os.path.splitext(filename)[1] or ".bin"
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) # Default to .bin if no extension
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# Create temp file for download with correct extension
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temp_file = tempfile.NamedTemporaryFile(delete=False, suffix=file_extension)
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temp_file_path = temp_file.name
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temp_file.close()
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# Download file from S3
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logger.info(f"Downloading file from S3: {s3_key}")
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download_success = await storage_fs.adownload_file(s3_key, temp_file_path)
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if not download_success:
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raise Exception(f"Failed to download file from S3: {s3_key}")
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if not os.path.exists(temp_file_path):
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raise FileNotFoundError(f"Downloaded file not found: {temp_file_path}")
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file_size = os.path.getsize(temp_file_path)
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logger.info(f"Downloaded file size: {file_size} bytes")
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# Compute file hash and get mime type
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file_hash = db_client.compute_file_hash(temp_file_path)
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mime_type = db_client.get_mime_type(temp_file_path)
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filename = s3_key.split("/")[-1]
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# Get document record
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document = await db_client.get_document_by_id(document_id)
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if not document:
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raise Exception(f"Document {document_id} not found")
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# Check if a document with this hash already exists (reject duplicates)
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existing_doc = await db_client.get_document_by_hash(file_hash, organization_id)
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if existing_doc and existing_doc.id != document_id:
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error_message = (
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f"This file is a duplicate of '{existing_doc.filename}'. "
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f"Please delete the duplicate files and consolidate them into a single unique file before uploading."
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)
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logger.warning(
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f"Duplicate document detected: {document_id} is duplicate of {existing_doc.id} "
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f"({existing_doc.filename})"
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)
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# Update file metadata
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await db_client.update_document_metadata(
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document_id,
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file_size_bytes=file_size,
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file_hash=file_hash,
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mime_type=mime_type,
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)
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# Mark as failed with duplicate error message
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await db_client.update_document_status(
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document_id,
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"failed",
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error_message=error_message,
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docling_metadata={
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"duplicate_of": existing_doc.document_uuid,
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"duplicate_filename": existing_doc.filename,
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},
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)
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return
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# Update document with file metadata
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await db_client.update_document_metadata(
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document_id,
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file_size_bytes=file_size,
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file_hash=file_hash,
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mime_type=mime_type,
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)
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# Initialize the embedding service based on the parameter
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if embedding_service == "openai":
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logger.info(
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f"Initializing OpenAI embedding service with max_tokens={max_tokens}"
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)
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# Try to get user's embeddings configuration
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embeddings_api_key = None
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embeddings_model = None
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if document.created_by:
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user_config = await db_client.get_user_configurations(
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document.created_by
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)
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if user_config.embeddings:
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embeddings_api_key = user_config.embeddings.api_key
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embeddings_model = user_config.embeddings.model
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logger.info(
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f"Using user embeddings config: model={embeddings_model}"
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)
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# Check if API key is configured
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if not embeddings_api_key:
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error_message = (
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"OpenAI API key not configured. Please set your API key in "
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"Model Configurations > Embedding to process documents."
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)
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logger.warning(f"Document {document_id}: {error_message}")
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await db_client.update_document_status(
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document_id, "failed", error_message=error_message
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)
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return
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service = OpenAIEmbeddingService(
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db_client=db_client,
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max_tokens=max_tokens,
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api_key=embeddings_api_key,
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model_id=embeddings_model or "text-embedding-3-small",
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)
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elif embedding_service == "sentence_transformer":
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logger.info(
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f"Initializing SentenceTransformer embedding service with max_tokens={max_tokens}"
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)
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service = SentenceTransformerEmbeddingService(
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db_client=db_client,
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max_tokens=max_tokens,
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)
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else:
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raise ValueError(
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f"Invalid embedding_service: {embedding_service}. "
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f"Must be 'sentence_transformer' or 'openai'"
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)
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# Step 1: Convert document with docling
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logger.info("Converting document with docling")
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converter = DocumentConverter()
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conversion_result = converter.convert(temp_file_path)
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doc = conversion_result.document
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# Store docling metadata
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docling_metadata = {
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"num_pages": len(doc.pages) if hasattr(doc, "pages") else None,
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"document_type": type(doc).__name__,
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}
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# Step 2: Initialize tokenizer for chunking
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logger.info(
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f"Loading tokenizer: {TOKENIZER_MODEL} with max_tokens={max_tokens}"
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)
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tokenizer = HuggingFaceTokenizer(
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tokenizer=AutoTokenizer.from_pretrained(TOKENIZER_MODEL),
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max_tokens=max_tokens,
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)
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# Step 3: Initialize chunker
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logger.info(f"Initializing HybridChunker with max_tokens={max_tokens}")
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chunker = HybridChunker(tokenizer=tokenizer)
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# Step 4: Chunk the document
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logger.info(f"Chunking document with max_tokens={max_tokens}")
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chunks = list(chunker.chunk(dl_doc=doc))
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total_chunks = len(chunks)
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logger.info(f"Generated {total_chunks} chunks")
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# Step 5: Process each chunk
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chunk_texts = []
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chunk_records = []
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token_counts = []
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for i, chunk in enumerate(chunks):
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chunk_text = chunk.text
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contextualized_text = chunker.contextualize(chunk=chunk)
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# Calculate token count
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text_to_tokenize = (
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contextualized_text if contextualized_text else chunk_text
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)
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token_count = len(
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tokenizer.tokenizer.encode(text_to_tokenize, add_special_tokens=False)
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)
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token_counts.append(token_count)
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# Prepare chunk metadata
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chunk_metadata = {}
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if hasattr(chunk, "meta") and chunk.meta:
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chunk_metadata = {
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"doc_items": (
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[str(item) for item in chunk.meta.doc_items]
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if hasattr(chunk.meta, "doc_items")
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else []
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),
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"headings": (
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chunk.meta.headings if hasattr(chunk.meta, "headings") else []
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),
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}
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# Create chunk record (without embedding yet)
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chunk_record = KnowledgeBaseChunkModel(
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document_id=document_id,
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organization_id=organization_id,
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chunk_text=chunk_text,
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contextualized_text=contextualized_text,
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chunk_index=i,
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chunk_metadata=chunk_metadata,
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embedding_model=service.get_model_id(),
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embedding_dimension=service.get_embedding_dimension(),
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token_count=token_count,
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)
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chunk_records.append(chunk_record)
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chunk_texts.append(text_to_tokenize)
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# Log chunk statistics
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if token_counts:
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avg_tokens = sum(token_counts) / len(token_counts)
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min_tokens = min(token_counts)
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max_tokens_actual = max(token_counts)
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logger.info("Chunk token statistics:")
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logger.info(f" - Average: {avg_tokens:.1f} tokens")
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logger.info(f" - Min: {min_tokens} tokens")
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logger.info(f" - Max: {max_tokens_actual} tokens")
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# Step 6: Generate embeddings using the embedding service
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logger.info(f"Generating embeddings using {embedding_service}")
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embeddings = await service.embed_texts(chunk_texts)
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# Step 7: Attach embeddings to chunk records
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for chunk_record, embedding in zip(chunk_records, embeddings):
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chunk_record.embedding = embedding
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# Step 8: Save chunks in database
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logger.info("Storing chunks in database")
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await db_client.create_chunks_batch(chunk_records)
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# Step 9: Update document status to completed
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await db_client.update_document_status(
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document_id,
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"completed",
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total_chunks=total_chunks,
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docling_metadata=docling_metadata,
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)
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logger.info(
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f"Successfully processed knowledge base document {document_id}. "
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f"Total chunks: {total_chunks}"
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)
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except Exception as e:
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logger.error(
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f"Error processing knowledge base document {document_id}: {e}",
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exc_info=True,
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)
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# Update document status to failed
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await db_client.update_document_status(
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document_id, "failed", error_message=str(e)
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)
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raise
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finally:
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# Clean up temp file
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if temp_file_path and os.path.exists(temp_file_path):
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try:
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os.remove(temp_file_path)
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logger.debug(f"Cleaned up temp file: {temp_file_path}")
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except Exception as e:
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logger.warning(f"Failed to clean up temp file {temp_file_path}: {e}")
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