htm 0.0.1 → 0.0.10

data/notes/IMPLEMENTATION_SUMMARY.md

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+# HTM Implementation Summary
+## Logger, Rake Tasks, and Architecture Improvements
+
+**Date**: 2025-10-29
+**Focus**: Logger dependency injection, async job management, and ActiveRecord consistency
+
+---
+
+## Overview
+
+This implementation addressed key architecture review recommendations:
+
+1. ✅ **Logger Dependency Injection** - Configurable logging with sensible defaults
+2. ✅ **Rake Tasks for Job Management** - 7 new tasks for async job monitoring and processing
+3. ✅ **Consistent Logger Usage** - All components use `HTM.logger`
+4. ✅ **Token Counter Configuration** - Configurable token counting
+
+---
+
+## 1. Logger Dependency Injection
+
+### Implementation
+
+**File**: `lib/htm/configuration.rb`
+
+Added logger configuration to `HTM::Configuration`:
+
+```ruby
+HTM.configure do |config|
+  config.logger = Rails.logger  # Custom logger
+  # Or use default (STDOUT with INFO level)
+end
+```
+
+**Default Logger**:
+- Output: `STDOUT`
+- Level: Configurable via `ENV['HTM_LOG_LEVEL']` (default: `INFO`)
+- Format: `[YYYY-MM-DD HH:MM:SS] LEVEL -- HTM: message`
+
+**Access**:
+```ruby
+HTM.logger.info "Message"
+HTM.logger.warn "Warning"
+HTM.logger.error "Error"
+HTM.logger.debug "Debug info"
+```
+
+### Updated Components
+
+**Job Classes**:
+- `lib/htm/jobs/generate_embedding_job.rb` - Uses `HTM.logger`
+- `lib/htm/jobs/generate_tags_job.rb` - Uses `HTM.logger`
+
+**HTM Main Class**:
+- `lib/htm.rb` - Logs node creation, job enqueueing
+
+**Logging Levels**:
+- `DEBUG`: Job start/completion, job enqueueing, node skipping
+- `INFO`: Successful operations (node created, embedding generated, tags extracted)
+- `WARN`: Recoverable issues (node not found, no tags extracted)
+- `ERROR`: Failures (embedding generation failed, tag extraction failed)
+
+---
+
+## 2. Rake Tasks for Async Job Management
+
+### Implementation
+
+**File**: `lib/tasks/jobs.rake`
+
+Created 7 new rake tasks for managing async jobs:
+
+### Task: `htm:jobs:stats`
+
+Show statistics for nodes and async job processing.
+
+```bash
+rake htm:jobs:stats
+```
+
+**Output**:
+```
+HTM Async Job Statistics
+============================================================
+Total nodes: 1250
+Nodes with embeddings: 1200 (96.0%)
+Nodes without embeddings: 50 (4.0%)
+Nodes with tags: 1180 (94.4%)
+Nodes without tags: 70 (5.6%)
+
+Total tags in ontology: 342
+Average tags per node: 2.8
+```
+
+### Task: `htm:jobs:process_embeddings`
+
+Process all pending embedding jobs synchronously.
+
+```bash
+rake htm:jobs:process_embeddings
+```
+
+**Behavior**:
+- Finds all nodes without embeddings
+- Generates embeddings using configured generator
+- Processes sequentially with progress output
+- Reports success/failure counts
+
+### Task: `htm:jobs:process_tags`
+
+Process all pending tag extraction jobs synchronously.
+
+```bash
+rake htm:jobs:process_tags
+```
+
+**Behavior**:
+- Finds all nodes without tags
+- Extracts tags using configured extractor
+- Processes sequentially with progress output
+- Reports success/failure counts
+
+### Task: `htm:jobs:process_all`
+
+Process both embeddings and tags in sequence.
+
+```bash
+rake htm:jobs:process_all
+```
+
+### Task: `htm:jobs:reprocess_embeddings`
+
+Force regenerate embeddings for ALL nodes.
+
+```bash
+rake htm:jobs:reprocess_embeddings
+```
+
+**Behavior**:
+- Prompts for confirmation (`yes` required)
+- Clears all existing embeddings
+- Regenerates embeddings for every node
+- Useful for model upgrades or testing
+
+### Task: `htm:jobs:failed`
+
+Show nodes that may have failed async processing.
+
+```bash
+rake htm:jobs:failed
+```
+
+**Output**:
+```
+Nodes with Processing Issues
+============================================================
+
+Nodes without embeddings (>1 hour old):
+  Node 1234: created 2 hours ago
+  Node 1235: created 3 hours ago
+  ... and 8 more
+
+Nodes without tags (>1 hour old):
+  Node 1240: created 1 hour ago
+  ... and 5 more
+```
+
+### Task: `htm:jobs:clear_all`
+
+Clear all embeddings and tags (for testing/development).
+
+```bash
+rake htm:jobs:clear_all
+```
+
+**Behavior**:
+- Prompts for confirmation (`yes` required)
+- Clears all embeddings and dimensions
+- Deletes all tags and associations
+- **Destructive** - use only in development
+
+---
+
+## 3. Token Counter Configuration
+
+### Implementation
+
+Added token counting to `HTM::Configuration`:
+
+```ruby
+HTM.configure do |config|
+  config.token_counter = ->(text) {
+    MyApp::Tokenizer.count(text)
+  }
+end
+```
+
+**Default Implementation**:
+- Uses Tiktoken with GPT-3.5-turbo encoding
+- Lazy-loads Tiktoken only when needed
+- Returns integer token count
+
+**Usage**:
+```ruby
+token_count = HTM.count_tokens("Some text content")
+```
+
+**Updated**:
+- `lib/htm.rb` - Now uses `HTM.count_tokens(content)` instead of instance variable
+- Removed direct Tiktoken dependency from HTM class
+- Consistent with other configurable dependencies
+
+---
+
+## 4. Configuration Validation
+
+### Enhanced Validation
+
+**File**: `lib/htm/configuration.rb`
+
+Added comprehensive validation for all configured callables:
+
+```ruby
+def validate!
+  unless @embedding_generator.respond_to?(:call)
+    raise HTM::ValidationError, "embedding_generator must be callable"
+  end
+
+  unless @tag_extractor.respond_to?(:call)
+    raise HTM::ValidationError, "tag_extractor must be callable"
+  end
+
+  unless @token_counter.respond_to?(:call)
+    raise HTM::ValidationError, "token_counter must be callable"
+  end
+
+  unless @logger.respond_to?(:info) && @logger.respond_to?(:warn) && @logger.respond_to?(:error)
+    raise HTM::ValidationError, "logger must respond to :info, :warn, and :error"
+  end
+end
+```
+
+**Validation Occurs**:
+- During `HTM.configure` (raises error immediately)
+- Clear error messages for misconfiguration
+- Prevents runtime failures
+
+---
+
+## 5. Updated Task Loader
+
+### Implementation
+
+**File**: `lib/htm/tasks.rb`
+
+Updated to load both database and job management tasks:
+
+```ruby
+if defined?(Rake)
+  load File.expand_path('../tasks/htm.rake', __dir__)
+  load File.expand_path('../tasks/jobs.rake', __dir__)
+end
+```
+
+**Documentation**:
+- Lists all 9 database tasks
+- Lists all 7 job management tasks
+- Clear descriptions for each task
+
+---
+
+## Usage Examples
+
+### Example 1: Custom Logger
+
+```ruby
+# config/initializers/htm.rb
+require 'htm'
+
+HTM.configure do |config|
+  # Use Rails logger
+  config.logger = Rails.logger
+
+  # Configure other settings
+  config.embedding_model = 'nomic-embed-text'
+  config.tag_model = 'llama3'
+end
+```
+
+### Example 2: Monitor Async Jobs
+
+```bash
+# Check job statistics
+rake htm:jobs:stats
+
+# If nodes are stuck without embeddings
+rake htm:jobs:process_embeddings
+
+# If nodes are stuck without tags
+rake htm:jobs:process_tags
+
+# Check for failures
+rake htm:jobs:failed
+```
+
+### Example 3: Development Workflow
+
+```bash
+# Clear all enrichments for testing
+rake htm:jobs:clear_all
+
+# Add test data
+# (your application code creates nodes)
+
+# Process jobs synchronously
+rake htm:jobs:process_all
+
+# Verify results
+rake htm:jobs:stats
+```
+
+### Example 4: Production Monitoring
+
+```ruby
+# In your monitoring/alerting system
+def check_htm_health
+  nodes_without_embeddings = HTM::Models::Node
+    .where(embedding: nil)
+    .where('created_at < ?', 1.hour.ago)
+    .count
+
+  if nodes_without_embeddings > 100
+    alert("HTM: #{nodes_without_embeddings} nodes stuck without embeddings")
+  end
+end
+```
+
+---
+
+## Architecture Benefits
+
+### 1. Observability ✅
+
+**Before**:
+- No way to monitor async job health
+- Failures logged to STDOUT/STDERR inconsistently
+- No statistics or metrics
+
+**After**:
+- Centralized logging through `HTM.logger`
+- `rake htm:jobs:stats` provides instant overview
+- `rake htm:jobs:failed` identifies stuck jobs
+- Configurable log levels for debugging
+
+### 2. Operability ✅
+
+**Before**:
+- Manual database queries to find stuck nodes
+- No way to reprocess failed jobs
+- Testing required database inspection
+
+**After**:
+- `rake htm:jobs:process_*` tasks for reprocessing
+- `rake htm:jobs:clear_all` for testing
+- `rake htm:jobs:reprocess_embeddings` for model upgrades
+- Safe confirmations for destructive operations
+
+### 3. Flexibility ✅
+
+**Before**:
+- Hardcoded logging to STDOUT
+- Fixed token counting with Tiktoken
+- No control over log format or level
+
+**After**:
+- Configurable logger (Rails.logger, custom logger, etc.)
+- Configurable token counter (any tokenization strategy)
+- Environment-based log level (`HTM_LOG_LEVEL`)
+- Custom log formatting possible
+
+### 4. Production Readiness ✅
+
+**Before**:
+- Difficult to diagnose production issues
+- No tools for recovering from failures
+- Manual intervention required
+
+**After**:
+- Comprehensive logging for debugging
+- Rake tasks for operational tasks
+- Health check queries available
+- Recovery procedures documented
+
+---
+
+## Configuration Reference
+
+### Complete Configuration Example
+
+```ruby
+HTM.configure do |config|
+  # LLM Configuration
+  config.embedding_generator = ->(text) { MyLLM.embed(text) }
+  config.tag_extractor = ->(text, ont) { MyLLM.extract_tags(text, ont) }
+  config.token_counter = ->(text) { MyTokenizer.count(text) }
+
+  # Logger Configuration
+  config.logger = Rails.logger  # Or Logger.new($stdout)
+
+  # Provider Settings (for defaults)
+  config.embedding_provider = :ollama
+  config.embedding_model = 'nomic-embed-text'
+  config.tag_provider = :ollama
+  config.tag_model = 'llama3'
+  config.ollama_url = ENV['OLLAMA_URL'] || 'http://localhost:11434'
+end
+```
+
+### Environment Variables
+
+```bash
+# Log level (DEBUG, INFO, WARN, ERROR)
+export HTM_LOG_LEVEL=INFO
+
+# Ollama URL for default providers
+export OLLAMA_URL=http://localhost:11434
+
+# Database connection (if not using default)
+export HTM_DBURL=postgresql://user:pass@host:port/dbname
+```
+
+---
+
+## Testing
+
+### Unit Testing Logger Configuration
+
+```ruby
+# test/htm/configuration_test.rb
+class ConfigurationTest < Minitest::Test
+  def test_default_logger
+    config = HTM::Configuration.new
+    assert config.logger.respond_to?(:info)
+    assert config.logger.respond_to?(:warn)
+    assert config.logger.respond_to?(:error)
+  end
+
+  def test_custom_logger
+    custom_logger = Logger.new(StringIO.new)
+    HTM.configure { |c| c.logger = custom_logger }
+    assert_equal custom_logger, HTM.logger
+  end
+
+  def test_validates_logger
+    assert_raises(HTM::ValidationError) do
+      HTM.configure { |c| c.logger = "not a logger" }
+    end
+  end
+end
+```
+
+### Integration Testing Rake Tasks
+
+```ruby
+# test/rake/jobs_test.rb
+require 'rake'
+
+class JobsRakeTest < Minitest::Test
+  def setup
+    Rake.application.rake_require('tasks/jobs')
+    Rake::Task.define_task(:environment)
+  end
+
+  def test_stats_task_exists
+    assert Rake::Task.task_defined?('htm:jobs:stats')
+  end
+
+  def test_process_embeddings_task_exists
+    assert Rake::Task.task_defined?('htm:jobs:process_embeddings')
+  end
+end
+```
+
+---
+
+## Migration Guide
+
+### For Existing HTM Applications
+
+**Step 1**: Update HTM gem
+
+```ruby
+# Gemfile
+gem 'htm', '~> 0.4.0'  # Or latest version
+```
+
+**Step 2**: Add configuration (optional - uses defaults)
+
+```ruby
+# config/initializers/htm.rb
+HTM.configure do |config|
+  config.logger = Rails.logger if defined?(Rails)
+end
+```
+
+**Step 3**: Require rake tasks (optional - for job management)
+
+```ruby
+# Rakefile
+require 'htm/tasks'
+```
+
+**Step 4**: Update any direct Tiktoken usage
+
+```ruby
+# Before
+@tokenizer = Tiktoken.encoding_for_model("gpt-3.5-turbo")
+count = @tokenizer.encode(text).length
+
+# After
+count = HTM.count_tokens(text)
+```
+
+**Step 5**: Replace warn/debug_me with HTM.logger
+
+```ruby
+# Before
+warn "Something happened"
+debug_me "Debug info"
+
+# After
+HTM.logger.warn "Something happened"
+HTM.logger.debug "Debug info"
+```
+
+---
+
+## Next Steps
+
+### Recommended Enhancements
+
+1. **Add monitoring instrumentation**:
+   - Prometheus/StatsD metrics
+   - Track embedding/tag generation duration
+   - Monitor job failure rates
+
+2. **Add retry logic with exponential backoff**:
+   - Retry failed embedding jobs 3 times
+   - Use exponential backoff (10s, 30s, 60s)
+   - Implement dead letter queue for permanent failures
+
+3. **Add circuit breaker pattern**:
+   - Detect when LLM provider is down
+   - Stop job processing temporarily
+   - Auto-resume when provider recovers
+
+4. **Refactor LongTermMemory**:
+   - Use ActiveRecord consistently (no raw SQL)
+   - Use Arel for complex queries
+   - Improve testability
+
+5. **Add tag hierarchy columns**:
+   - `root_tag`, `parent_tag`, `depth`
+   - Enable efficient hierarchical queries
+   - Support tag canonicalization
+
+---
+
+## Files Modified
+
+### Created
+
+1. `lib/tasks/jobs.rake` - 7 new rake tasks for job management
+2. `IMPLEMENTATION_SUMMARY.md` - This document
+
+### Modified
+
+1. `lib/htm/configuration.rb` - Added logger and token_counter
+2. `lib/htm/tasks.rb` - Load jobs.rake
+3. `lib/htm.rb` - Use `HTM.count_tokens` and `HTM.logger`
+4. `lib/htm/jobs/generate_embedding_job.rb` - Use `HTM.logger`
+5. `lib/htm/jobs/generate_tags_job.rb` - Use `HTM.logger`
+
+---
+
+## Summary
+
+This implementation successfully addresses 4 key architecture review recommendations:
+
+✅ **Logger Dependency Injection** - Flexible, configurable logging
+✅ **Rake Tasks** - Operational tools for job management
+✅ **Consistent Logging** - All components use `HTM.logger`
+✅ **Token Counter Configuration** - Flexible token counting
+
+**Impact**:
+- **Observability**: Can now monitor async job health
+- **Operability**: Tools for managing and recovering jobs
+- **Flexibility**: Applications control logging and tokenization
+- **Production Ready**: Comprehensive logging and recovery procedures
+
+**Lines of Code**:
+- Added: ~350 lines
+- Modified: ~50 lines
+- Total effort: ~3 hours
+
+**Next Priority**: Implement retry logic with exponential backoff and circuit breaker pattern (from architecture review Section 2.1).