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core/server/tools/notes.go
2026-03-17 16:28:47 +00:00

521 lines
16 KiB
Go

package tools
import (
"context"
"encoding/json"
"fmt"
"log"
"strings"
"git.gobha.me/xcaliber/chat-switchboard/knowledge"
"git.gobha.me/xcaliber/chat-switchboard/models"
"git.gobha.me/xcaliber/chat-switchboard/store"
)
// ── Late Registration ────────────────────────
// Note tools use late registration (like kb_search) because
// note_create, note_update, and note_search need the embedder for
// vector operations. The embedder is optional — if nil, notes still
// work but semantic search degrades to full-text search.
// RegisterNoteTools registers all note tools with captured dependencies.
// Call from main.go after stores + embedder init.
func RegisterNoteTools(stores store.Stores, embedder *knowledge.Embedder) {
Register(&noteCreateTool{stores: stores, embedder: embedder})
Register(&noteSearchTool{stores: stores, embedder: embedder})
Register(&noteUpdateTool{stores: stores, embedder: embedder})
Register(&noteListTool{stores: stores})
}
// ── Shared helpers ─────────────────────────────
// embedNote generates a vector for a note's title+content and stores it.
// Silently no-ops if embedder is nil or not configured.
func embedNote(ctx context.Context, embedder *knowledge.Embedder, stores store.Stores, noteID, userID, title, content string) {
if embedder == nil || !embedder.IsConfigured(ctx) {
return
}
text := title + "\n\n" + content
if len(text) > 8000 {
text = text[:8000] // limit to ~2k tokens for embedding
}
// Resolve team for embedding role
var teamID *string
if stores.Teams != nil {
ids, _ := stores.Teams.GetUserTeamIDs(ctx, userID)
if len(ids) > 0 {
teamID = &ids[0]
}
}
result, err := embedder.EmbedChunks(ctx, userID, teamID, []string{text})
if err != nil {
log.Printf("⚠ note embed failed for %s: %v", noteID, err)
return
}
if len(result.Vectors) == 0 {
return
}
// Store the vector via store method
err = stores.Notes.SetEmbedding(ctx, noteID, vectorToString(result.Vectors[0]))
if err != nil {
log.Printf("⚠ note embed store failed for %s: %v", noteID, err)
return
}
// Track embedding usage
embedder.LogUsage(ctx, userID, nil, result)
log.Printf("📝 note %s embedded (%d tokens)", noteID, result.InputTokens)
}
// vectorToString converts a float64 slice to pgvector literal format: [0.1,0.2,...]
func vectorToString(vec []float64) string {
parts := make([]string, len(vec))
for i, v := range vec {
parts[i] = fmt.Sprintf("%g", v)
}
return "[" + strings.Join(parts, ",") + "]"
}
// ═══════════════════════════════════════════
// note_create
// ═══════════════════════════════════════════
type noteCreateTool struct {
visitorDeniedBase
stores store.Stores
embedder *knowledge.Embedder
}
func (t *noteCreateTool) Definition() ToolDef {
return ToolDef{
Name: "note_create",
DisplayName: "Create",
Category: "notes",
Description: "Create a new note for the user. Use this to save information, insights, summaries, or anything the user wants to remember. Notes are persistent and searchable.",
Parameters: JSONSchema(map[string]interface{}{
"title": Prop("string", "Title of the note"),
"content": Prop("string", "Markdown content of the note"),
"folder": Prop("string", "Folder path, e.g. '/projects/switchboard/'. Defaults to '/'"),
"tags": PropArray("Tags for categorization, e.g. ['research', 'golang']"),
}, []string{"title", "content"}),
}
}
func (t *noteCreateTool) Execute(ctx context.Context, execCtx ExecutionContext, argsJSON string) (string, error) {
var args struct {
Title string `json:"title"`
Content string `json:"content"`
Folder string `json:"folder"`
Tags []string `json:"tags"`
}
if err := json.Unmarshal([]byte(argsJSON), &args); err != nil {
return "", fmt.Errorf("invalid arguments: %w", err)
}
if args.Title == "" {
return "", fmt.Errorf("title is required")
}
folder := normalizePath(args.Folder)
tags := args.Tags
if tags == nil {
tags = []string{}
}
// source_channel_id links the note to the conversation that created it
var sourceChannelID *string
if execCtx.ChannelID != "" {
sourceChannelID = &execCtx.ChannelID
}
note := &models.Note{
UserID: execCtx.UserID,
Title: args.Title,
Content: args.Content,
FolderPath: folder,
Tags: tags,
SourceChannelID: sourceChannelID,
}
if err := t.stores.Notes.Create(ctx, note); err != nil {
return "", fmt.Errorf("failed to create note: %w", err)
}
// Embed async — don't block the tool response
go embedNote(context.Background(), t.embedder, t.stores, note.ID, execCtx.UserID, args.Title, args.Content)
result, _ := json.Marshal(map[string]interface{}{
"id": note.ID,
"title": args.Title,
"folder": folder,
"tags": tags,
"created_at": note.CreatedAt.Format("2006-01-02T15:04:05Z"),
"message": fmt.Sprintf("Note '%s' created successfully.", args.Title),
})
return string(result), nil
}
// ═══════════════════════════════════════════
// note_search
// ═══════════════════════════════════════════
type noteSearchTool struct {
visitorDeniedBase
stores store.Stores
embedder *knowledge.Embedder
}
func (t *noteSearchTool) Definition() ToolDef {
return ToolDef{
Name: "note_search",
DisplayName: "Search",
Category: "notes",
Description: "Search the user's notes by keyword or semantic meaning. " +
"Set semantic=true for meaning-based search using AI embeddings, " +
"or omit for fast keyword matching. Returns matching notes ranked by relevance.",
Parameters: JSONSchema(map[string]interface{}{
"query": Prop("string", "Search query — natural language keywords or question"),
"limit": Prop("integer", "Maximum results to return (default 10, max 50)"),
"semantic": map[string]interface{}{
"type": "boolean",
"description": "Use semantic (vector) search instead of keyword search. Better for meaning-based queries.",
},
}, []string{"query"}),
}
}
func (t *noteSearchTool) Execute(ctx context.Context, execCtx ExecutionContext, argsJSON string) (string, error) {
var args struct {
Query string `json:"query"`
Limit int `json:"limit"`
Semantic bool `json:"semantic"`
}
if err := json.Unmarshal([]byte(argsJSON), &args); err != nil {
return "", fmt.Errorf("invalid arguments: %w", err)
}
if args.Query == "" {
return "", fmt.Errorf("query is required")
}
if args.Limit <= 0 || args.Limit > 50 {
args.Limit = 10
}
// Semantic search via vector similarity
if args.Semantic {
return t.semanticSearch(ctx, execCtx, args.Query, args.Limit)
}
// Default: full-text keyword search
return t.keywordSearch(ctx, execCtx, args.Query, args.Limit)
}
func (t *noteSearchTool) keywordSearch(ctx context.Context, execCtx ExecutionContext, query string, limit int) (string, error) {
storeResults, err := t.stores.Notes.SearchKeyword(ctx, execCtx.UserID, query, limit)
if err != nil {
return "", fmt.Errorf("search failed: %w", err)
}
results := make([]noteSearchResult, 0, len(storeResults))
for _, sr := range storeResults {
results = append(results, noteSearchResult{
ID: sr.ID,
Title: sr.Title,
Folder: sr.FolderPath,
Tags: sr.Tags,
Excerpt: sr.Excerpt,
Headline: sr.Headline,
Rank: sr.Rank,
})
}
out, _ := json.Marshal(map[string]interface{}{
"query": query,
"mode": "keyword",
"count": len(results),
"results": results,
})
return string(out), nil
}
func (t *noteSearchTool) semanticSearch(ctx context.Context, execCtx ExecutionContext, query string, limit int) (string, error) {
// Check embedder availability — fall back to keyword search if not configured
if t.embedder == nil || !t.embedder.IsConfigured(ctx) {
log.Printf("⚠ note semantic search: embedder not configured, falling back to keyword")
return t.keywordSearch(ctx, execCtx, query, limit)
}
// Resolve team for embedding role
var teamID *string
if t.stores.Teams != nil {
ids, _ := t.stores.Teams.GetUserTeamIDs(ctx, execCtx.UserID)
if len(ids) > 0 {
teamID = &ids[0]
}
}
// Embed the query
embedResult, err := t.embedder.EmbedChunks(ctx, execCtx.UserID, teamID, []string{query})
if err != nil {
log.Printf("⚠ note semantic search embed failed: %v — falling back to keyword", err)
return t.keywordSearch(ctx, execCtx, query, limit)
}
if len(embedResult.Vectors) == 0 {
return t.keywordSearch(ctx, execCtx, query, limit)
}
// Track embedding usage
chanPtr := &execCtx.ChannelID
t.embedder.LogUsage(ctx, execCtx.UserID, chanPtr, embedResult)
queryVec := vectorToString(embedResult.Vectors[0])
// Vector similarity search via store
storeResults, err := t.stores.Notes.SearchSemantic(ctx, execCtx.UserID, queryVec, limit)
if err != nil {
log.Printf("⚠ note semantic search query failed: %v — falling back to keyword", err)
return t.keywordSearch(ctx, execCtx, query, limit)
}
results := make([]noteSearchResult, 0, len(storeResults))
for _, sr := range storeResults {
results = append(results, noteSearchResult{
ID: sr.ID,
Title: sr.Title,
Folder: sr.FolderPath,
Tags: sr.Tags,
Excerpt: sr.Excerpt,
Similarity: sr.Rank,
})
}
out, _ := json.Marshal(map[string]interface{}{
"query": query,
"mode": "semantic",
"count": len(results),
"results": results,
})
return string(out), nil
}
type noteSearchResult struct {
ID string `json:"id"`
Title string `json:"title"`
Folder string `json:"folder"`
Tags []string `json:"tags"`
Excerpt string `json:"excerpt"`
Headline string `json:"headline,omitempty"`
Rank float64 `json:"rank,omitempty"`
Similarity float64 `json:"similarity,omitempty"`
}
// ═══════════════════════════════════════════
// note_update
// ═══════════════════════════════════════════
type noteUpdateTool struct {
visitorDeniedBase
stores store.Stores
embedder *knowledge.Embedder
}
func (t *noteUpdateTool) Definition() ToolDef {
return ToolDef{
Name: "note_update",
DisplayName: "Update",
Category: "notes",
Description: "Update an existing note. Can replace content entirely, append to it, or prepend. Use note_search first to find the note ID.",
Parameters: JSONSchema(map[string]interface{}{
"note_id": Prop("string", "UUID of the note to update (from note_search results)"),
"title": Prop("string", "New title (omit to keep current)"),
"content": Prop("string", "New content or text to append/prepend"),
"mode": PropEnum("How to apply content", "replace", "append", "prepend"),
"tags": PropArray("New tags (replaces existing tags)"),
}, []string{"note_id"}),
}
}
func (t *noteUpdateTool) Execute(ctx context.Context, execCtx ExecutionContext, argsJSON string) (string, error) {
var args struct {
NoteID string `json:"note_id"`
Title *string `json:"title"`
Content *string `json:"content"`
Mode string `json:"mode"`
Tags []string `json:"tags"`
}
if err := json.Unmarshal([]byte(argsJSON), &args); err != nil {
return "", fmt.Errorf("invalid arguments: %w", err)
}
if args.NoteID == "" {
return "", fmt.Errorf("note_id is required")
}
// Verify ownership + get existing content for append/prepend
existing, err := t.stores.Notes.GetByID(ctx, args.NoteID)
if err != nil || existing.UserID != execCtx.UserID {
return "", fmt.Errorf("note not found or update failed")
}
// Build fields map for store.Update
fields := map[string]interface{}{}
if args.Title != nil {
fields["title"] = *args.Title
}
if args.Content != nil {
mode := strings.ToLower(args.Mode)
switch mode {
case "append":
fields["content"] = existing.Content + *args.Content
case "prepend":
fields["content"] = *args.Content + existing.Content
default:
fields["content"] = *args.Content
}
}
if args.Tags != nil {
fields["tags"] = args.Tags
}
if len(fields) == 0 {
return "", fmt.Errorf("no fields to update — provide at least title, content, or tags")
}
if err := t.stores.Notes.Update(ctx, args.NoteID, fields); err != nil {
return "", fmt.Errorf("note not found or update failed")
}
// Re-fetch to get updated values
updated, err := t.stores.Notes.GetByID(ctx, args.NoteID)
if err != nil {
return "", fmt.Errorf("note not found or update failed")
}
// Re-embed async with updated content
go embedNote(context.Background(), t.embedder, t.stores, updated.ID, execCtx.UserID, updated.Title, updated.Content)
result, _ := json.Marshal(map[string]interface{}{
"id": updated.ID,
"title": updated.Title,
"updated_at": updated.UpdatedAt.Format("2006-01-02T15:04:05Z"),
"message": fmt.Sprintf("Note '%s' updated successfully.", updated.Title),
})
return string(result), nil
}
// ═══════════════════════════════════════════
// note_list
// ═══════════════════════════════════════════
type noteListTool struct {
visitorDeniedBase
stores store.Stores
}
func (t *noteListTool) Definition() ToolDef {
return ToolDef{
Name: "note_list",
DisplayName: "List",
Category: "notes",
Description: "List the user's notes, optionally filtered by folder or tag. Shows titles and metadata without full content. Use note_search for keyword searching.",
Parameters: JSONSchema(map[string]interface{}{
"folder": Prop("string", "Filter by folder path, e.g. '/projects/' (omit for all)"),
"tag": Prop("string", "Filter by tag (omit for all)"),
"limit": Prop("integer", "Maximum results (default 20, max 100)"),
}, nil),
}
}
func (t *noteListTool) Execute(ctx context.Context, execCtx ExecutionContext, argsJSON string) (string, error) {
var args struct {
Folder string `json:"folder"`
Tag string `json:"tag"`
Limit int `json:"limit"`
}
if err := json.Unmarshal([]byte(argsJSON), &args); err != nil {
return "", fmt.Errorf("invalid arguments: %w", err)
}
if args.Limit <= 0 || args.Limit > 100 {
args.Limit = 20
}
opts := store.NoteListOptions{
ListOptions: store.ListOptions{Limit: args.Limit},
}
if args.Folder != "" {
opts.FolderPath = normalizePath(args.Folder)
}
if args.Tag != "" {
opts.Tag = args.Tag
}
notes, _, err := t.stores.Notes.ListForUser(ctx, execCtx.UserID, opts)
if err != nil {
return "", fmt.Errorf("failed to list notes: %w", err)
}
type item struct {
ID string `json:"id"`
Title string `json:"title"`
Folder string `json:"folder"`
Tags []string `json:"tags"`
Preview string `json:"preview"`
CreatedAt string `json:"created_at"`
UpdatedAt string `json:"updated_at"`
}
items := make([]item, 0, len(notes))
for _, n := range notes {
tags := n.Tags
if tags == nil {
tags = []string{}
}
preview := n.Content
if len(preview) > 100 {
preview = preview[:100]
}
items = append(items, item{
ID: n.ID,
Title: n.Title,
Folder: n.FolderPath,
Tags: tags,
Preview: preview,
CreatedAt: n.CreatedAt.Format("2006-01-02T15:04:05Z"),
UpdatedAt: n.UpdatedAt.Format("2006-01-02T15:04:05Z"),
})
}
out, _ := json.Marshal(map[string]interface{}{
"count": len(items),
"notes": items,
})
return string(out), nil
}
// ── Path Helper ─────────────────────────────
func normalizePath(p string) string {
p = strings.TrimSpace(p)
if p == "" {
return "/"
}
if !strings.HasPrefix(p, "/") {
p = "/" + p
}
if !strings.HasSuffix(p, "/") {
p = p + "/"
}
for strings.Contains(p, "//") {
p = strings.ReplaceAll(p, "//", "/")
}
return p
}