Commit Graph

2 Commits

Author SHA1 Message Date
Dream
6d22514c01 feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)
* Add conditional migration for vector_store_chunks table

Creates the pgvector-backed chunks table when VECTOR_STORE_PROVIDER=pgvector.
Enables the vector extension, adds store_id/file_id indexes, and uses
vector(1024) column type for embeddings.

* Add VectorStore::Embeddable concern for text extraction and embedding

Shared concern providing extract_text (PDF via pdf-reader, plain-text as-is),
paragraph-boundary chunking (~2000 chars, ~200 overlap), and embed/embed_batch
via OpenAI-compatible /v1/embeddings endpoint using Faraday. Configurable via
EMBEDDING_MODEL, EMBEDDING_URI_BASE, with fallback to OPENAI_* env vars.

* Implement VectorStore::Pgvector adapter with raw SQL

Replaces the stub with a full implementation using
ActiveRecord::Base.connection with parameterized binds. Supports
create_store, delete_store, upload_file (extract+chunk+embed+insert),
remove_file, and cosine-similarity search via the <=> operator.

* Add registry test for pgvector adapter selection

* Configure pgvector in compose.example.ai.yml

Switch db image to pgvector/pgvector:pg16, add VECTOR_STORE_PROVIDER,
EMBEDDING_MODEL, and EMBEDDING_DIMENSIONS env vars, and include
nomic-embed-text in Ollama's pre-loaded models.

* Update pgvector docs from scaffolded to ready

Document env vars, embedding model setup, pgvector Docker image
requirement, and Ollama pull instructions.

* Address PR review feedback

- Migration: remove env guard, use pgvector_available? check so it runs
  on plain Postgres (CI) but creates the table on pgvector-capable servers.
  Add NOT NULL constraints on content/embedding/metadata, unique index on
  (store_id, file_id, chunk_index).
- Pgvector adapter: wrap chunk inserts in a DB transaction to prevent
  partial file writes. Override supported_extensions to match formats
  that extract_text can actually parse.
- Embeddable: add hard_split fallback for paragraphs exceeding CHUNK_SIZE
  to avoid overflowing embedding model token limits.

* Bump schema version to include vector_store_chunks migration

CI uses db:schema:load which checks the version — without this bump,
the migration is detected as pending and tests fail to start.

* Update 20260316120000_create_vector_store_chunks.rb

---------

Co-authored-by: sokiee <sokysrm@gmail.com>
2026-03-20 17:01:31 +01:00
Juan José Mata
9e57954a99 Add Family vector search function call / support for document vault (#961)
* Add SearchFamilyImportedFiles assistant function with vector store support

Implement per-Family document search using OpenAI vector stores, allowing
the AI assistant to search through uploaded financial documents (tax returns,
statements, contracts, etc.). The architecture is modular with a provider-
agnostic VectorStoreConcept interface so other RAG backends can be added.

Key components:
- Assistant::Function::SearchFamilyImportedFiles - tool callable from any LLM
- Provider::VectorStoreConcept - abstract vector store interface
- Provider::Openai vector store methods (create, upload, search, delete)
- Family::VectorSearchable concern with document management
- FamilyDocument model for tracking uploaded files
- Migration adding vector_store_id to families and family_documents table

https://claude.ai/code/session_01TSkKc7a9Yu2ugm1RvSf4dh

* Extract VectorStore adapter layer for swappable backends

Replace the Provider::VectorStoreConcept mixin with a standalone adapter
architecture under VectorStore::. This cleanly separates vector store
concerns from the LLM provider and makes it trivial to swap backends.

Components:
- VectorStore::Base — abstract interface (create/delete/upload/remove/search)
- VectorStore::Openai — uses ruby-openai gem's native vector_stores.search
- VectorStore::Pgvector — skeleton for local pgvector + embedding model
- VectorStore::Qdrant — skeleton for Qdrant vector DB
- VectorStore::Registry — resolves adapter from VECTOR_STORE_PROVIDER env
- VectorStore::Response — success/failure wrapper (like Provider::Response)

Consumers updated to go through VectorStore.adapter:
- Family::VectorSearchable
- Assistant::Function::SearchFamilyImportedFiles
- FamilyDocument

Removed: Provider::VectorStoreConcept, vector store methods from Provider::Openai

https://claude.ai/code/session_01TSkKc7a9Yu2ugm1RvSf4dh

* Add Vector Store configuration docs to ai.md

Documents how to configure the document search feature, covering all
three supported backends (OpenAI, pgvector, Qdrant), environment
variables, Docker Compose examples, supported file types, and privacy
considerations.

https://claude.ai/code/session_01TSkKc7a9Yu2ugm1RvSf4dh

* No need to specify `imported` in code

* Missed a couple more places

* Tiny reordering for the human OCD

* Update app/models/assistant/function/search_family_files.rb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* PR comments

* More PR comments

---------

Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-02-11 15:22:56 +01:00