feat: optimisation globale des performances #86 (scan differentiel, excalidraw differe, garde-fou replace; inverted index/PDF lazy/caps regex deja livres via BUG-033/040/025)

CHANGELOG.md

@@ -6,7 +6,7 @@ Format basé sur [Keep a Changelog](https://keepachangelog.com/fr/1.1.0/),
 et [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
 > **En cours de développement** : les changements à venir sont listés dans la section
-> [Unreleased](#unreleased). La dernière version livrée est **2.15.0**.
+> [Unreleased](#unreleased). La dernière version livrée est **2.16.0**.
 
 ---
 
@@ -14,6 +14,23 @@ et [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
 ---
 
+## [2.16.0] — 2026-09-22
+
+### Modifié
+
+- **#86 - Optimisation globale des performances (phase 3)** : ferme les deux derniers
+  points de la phase 3 (recherche via inverted index, PDF lazy et caps regex déjà livrés
+  via BUG-033/BUG-040/BUG-025). Scan **différentiel** : `_scan_vault` réutilise les
+  entrées inchangées (`size` + `modified`) d'un snapshot précédent — seuls `os.walk` +
+  `stat` tournent à chaque rebuild (`build_index`, `reload_single_vault`). Extraction
+  **excalidraw différée** : le scan ne lit plus les `.excalidraw` / `.excalidraw.md`
+  (flag `excalidraw_text_pending`), `enrich_pdf_texts()` extrait leur texte après index
+  comme pour les PDF. Garde-fou `MAX_REPLACE_FILE_BYTES` (5 Mio) sur `replace_in_files`.
+  Tests : `tests/test_perf_phase3.py` (9). Voir
+  [docs/features/perf-phase3-86.md](./docs/features/perf-phase3-86.md).
+
+---
+
 ## [2.15.0] — 2026-09-22
 
 ### Ajouté

README.fr.md

@@ -4,7 +4,7 @@
 
 **Porte d'entrée web ultra-léger pour vos vaults Obsidian** — Accédez, naviguez et recherchez dans toutes vos notes Obsidian depuis n'importe quel appareil via une interface web moderne et responsive.
 
-[![Version](https://img.shields.io/badge/Version-2.15.0-blue.svg)]()
+[![Version](https://img.shields.io/badge/Version-2.16.0-blue.svg)]()
 [![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)
 [![Docker](https://img.shields.io/badge/Docker-Ready-blue.svg)](https://www.docker.com/)
 [![Python](https://img.shields.io/badge/Python-3.11+-green.svg)](https://www.python.org/)
@@ -927,8 +927,8 @@ Ce projet est sous licence **MIT** — voir le fichier [LICENSE](LICENSE) pour l
 
 ## 📝 Changelog
 
-Consultez le [CHANGELOG.md](./CHANGELOG.md) pour l'historique complet de toutes les versions (v1.0.0 → v2.15.0).
+Consultez le [CHANGELOG.md](./CHANGELOG.md) pour l'historique complet de toutes les versions (v1.0.0 → v2.16.0).
 
 ---
 
-*Projet : ObsiGate | Version : 2.15.0 | Dernière mise à jour : Juin 2026*
+*Projet : ObsiGate | Version : 2.16.0 | Dernière mise à jour : Juin 2026*

README.md

@@ -2,7 +2,7 @@
 
 **Ultra-light web gateway for your Obsidian vaults** — Access, browse, and search all your Obsidian notes from any device via a modern, responsive web interface.
 
-[![Version](https://img.shields.io/badge/Version-2.15.0-blue.svg)]()
+[![Version](https://img.shields.io/badge/Version-2.16.0-blue.svg)]()
 [![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)
 [![Docker](https://img.shields.io/badge/Docker-Ready-blue.svg)](https://www.docker.com/)
 [![Python](https://img.shields.io/badge/Python-3.11+-green.svg)](https://www.python.org/)
@@ -1096,8 +1096,8 @@ This project is licensed under the **MIT License** - see the [LICENSE](LICENSE)
 
 ## 📝 Changelog
 
-See [CHANGELOG.md](./CHANGELOG.md) for the complete version history (v1.0.0 → v2.15.0).
+See [CHANGELOG.md](./CHANGELOG.md) for the complete version history (v1.0.0 → v2.16.0).
 
 ---
 
-*Project: ObsiGate | Version: 2.15.0 | Last updated: May 2026*
+*Project: ObsiGate | Version: 2.16.0 | Last updated: May 2026*

VERSION

@@ -1 +1 @@
-2.15.0
+2.16.0

backend/indexer.py

@@ -397,31 +397,52 @@ def parse_markdown_file(raw: str) -> frontmatter.Post:
         return frontmatter.Post(content)
 
 
-def _scan_vault(vault_name: str, vault_path: str, vault_cfg: dict[str, Any] | None = None) -> dict[str, Any]:
+def _scan_vault(
+    vault_name: str,
+    vault_path: str,
+    vault_cfg: dict[str, Any] | None = None,
+    previous_files: dict[str, dict[str, Any]] | None = None,
+) -> dict[str, Any]:
     """Synchronously scan a single vault directory and build file index.
 
     Walks the vault tree, reads supported files, extracts metadata
     (tags, title, content preview) and stores a capped content snapshot
     for in-memory full-text search.
-    
+
     All files and directories are indexed, including hidden files (starting with '.').
 
+    Differential scan (#86): when ``previous_files`` maps a relative path to
+    its previous ``file_info`` dict, entries whose ``size`` and ``modified``
+    timestamp are unchanged are reused verbatim (no disk read, no re-parse).
+    Only the cheap ``os.walk`` + ``stat`` runs on every pass; heavy content
+    extraction (PDF metadata excepted — always cheap) is skipped for
+    unchanged files. This replaces the full ``rglob`` re-read on rebuilds.
+
+    Excalidraw diagrams (#86, like PDFs since BUG-040) are deferred: the scan
+    only records the title and sets ``excalidraw_text_pending``; the expensive
+    JSON/lz-string text extraction runs in ``enrich_pdf_texts()`` after the
+    index is queryable.
+
     Args:
         vault_name: Display name of the vault.
         vault_path: Absolute filesystem path to the vault root.
         vault_cfg: Optional vault configuration dict (unused for indexing, kept for compatibility).
+        previous_files: Optional ``{relative_path: file_info}`` snapshot from a
+            previous scan used for differential reuse.
 
     Returns:
-        Dict with keys ``files`` (list), ``tags`` (counter dict), ``path`` (str), ``paths`` (list).
+        Dict with keys ``files`` (list), ``tags`` (counter dict), ``path`` (str),
+        ``paths`` (list) and ``reused`` (int, differential hits).
     """
     vault_root = Path(vault_path)
     files: list[dict[str, Any]] = []
     tag_counts: dict[str, int] = {}
     paths: list[dict[str, str]] = []
+    reused = 0
 
     if not vault_root.exists():
         logger.warning(f"Vault path does not exist: {vault_path}")
-        return {"files": [], "tags": {}, "path": vault_path, "paths": []}
+        return {"files": [], "tags": {}, "path": vault_path, "paths": [], "reused": 0}
 
     root_resolved = vault_root.resolve(strict=False)
 
@@ -479,9 +500,37 @@ def _scan_vault(vault_name: str, vault_path: str, vault_cfg: dict[str, Any] | No
                 stat = fpath.stat()
                 modified = datetime.fromtimestamp(stat.st_mtime, tz=timezone.utc).isoformat()
 
+                # #86 differential scan: reuse the previous entry when neither
+                # size nor mtime changed — skips the disk read + parse below.
+                if previous_files:
+                    prev = previous_files.get(rel_path_str)
+                    if (
+                        prev is not None
+                        and prev.get("size") == stat.st_size
+                        and prev.get("modified") == modified
+                    ):
+                        file_info = {**prev, "tags": list(prev.get("tags", []))}
+                        files.append(file_info)
+                        for tag in file_info.get("tags", []):
+                            tag_counts[tag] = tag_counts.get(tag, 0) + 1
+                        reused += 1
+                        # The global backlink index is rebuilt on every scan,
+                        # so re-register this file's wikilinks from its
+                        # (cached) content instead of re-reading the disk.
+                        if file_info.get("extension") == ".md" and file_info.get("content"):
+                            try:
+                                _extract_wikilinks_for_backlinks(
+                                    vault_name, file_info["path"],
+                                    file_info.get("title", ""), file_info["content"],
+                                )
+                            except Exception:
+                                pass
+                        continue
+
                 # PDF handling — special path (binary, uses pdf_reader)
                 tags: list[str] = []
                 pdf_text_pending = False
+                excalidraw_text_pending = False
                 if ext == ".pdf":
                     from backend.pdf_reader import extract_pdf_metadata
                     # BUG-040: only the (cheap) metadata is read during the
@@ -494,10 +543,13 @@ def _scan_vault(vault_name: str, vault_path: str, vault_cfg: dict[str, Any] | No
                     content_preview = ""
                     pdf_text_pending = True
                 elif ext == ".excalidraw" or fpath.name.lower().endswith(".excalidraw.md"):
-                    raw = fpath.read_text(encoding="utf-8", errors="replace")
+                    # #86: defer the expensive JSON/lz-string text extraction
-                    raw = extract_excalidraw_indexable(raw)
+                    # (read + decompress + element walk) to ``enrich_pdf_texts``
+                    # so the scan stays cheap; title comes from the filename.
+                    raw = ""
                     title = fpath.stem.replace(".excalidraw", "").replace("-", " ").replace("_", " ")
-                    content_preview = raw[:200].strip()
+                    content_preview = ""
+                    excalidraw_text_pending = True
                 else:
                     raw = fpath.read_text(encoding="utf-8", errors="replace")
                     title = fpath.stem.replace("-", " ").replace("_", " ")
@@ -528,6 +580,8 @@ def _scan_vault(vault_name: str, vault_path: str, vault_cfg: dict[str, Any] | No
                 }
                 if pdf_text_pending:
                     file_info["pdf_text_pending"] = True
+                if excalidraw_text_pending:
+                    file_info["excalidraw_text_pending"] = True
                 files.append(file_info)
 
                 for tag in tags:
@@ -540,28 +594,49 @@ def _scan_vault(vault_name: str, vault_path: str, vault_cfg: dict[str, Any] | No
                 logger.error(f"Error indexing {fpath}: {e}")
                 continue
 
-    logger.info(f"Vault '{vault_name}': indexed {len(files)} files, {len(paths)} paths, {len(tag_counts)} unique tags")
+    logger.info(
-    return {"files": files, "tags": tag_counts, "path": vault_path, "paths": paths, "config": {}}
+        f"Vault '{vault_name}': indexed {len(files)} files "
+        f"({reused} reused), {len(paths)} paths, {len(tag_counts)} unique tags"
+    )
+    return {"files": files, "tags": tag_counts, "path": vault_path, "paths": paths, "config": {}, "reused": reused}
+
+
+def _read_excalidraw_indexable_text(file_path: Path) -> str:
+    """Read an excalidraw file and return its indexable text (blocking helper).
+
+    Runs inside an executor via ``enrich_pdf_texts`` so the lz-string
+    decompression of large diagrams never blocks the event loop.
+    """
+    try:
+        raw = file_path.read_text(encoding="utf-8", errors="replace")
+    except OSError:
+        return ""
+    try:
+        return extract_excalidraw_indexable(raw)
+    except Exception:  # pragma: no cover - defensive
+        return ""
 
 
 async def enrich_pdf_texts(vault_name: str | None = None) -> int:
-    """Extract text from PDFs whose extraction was deferred during the scan (BUG-040).
+    """Extract text deferred during the scan: PDFs (BUG-040) + excalidraw (#86).
 
-    ``_scan_vault`` only reads PDF metadata so a vault with many or large PDFs
+    ``_scan_vault`` only reads PDF metadata and excalidraw filenames so a vault
-    starts serving immediately. This coroutine runs *after* the index (and the
+    with many or large heavy files starts serving immediately. This coroutine
-    inverted index) is ready, extracts the missing text off the event loop and
+    runs *after* the index (and the inverted index) is ready, extracts the
-    updates the in-memory entry plus the incremental index hooks.
+    missing text off the event loop and updates the in-memory entry plus the
+    incremental index hooks.
 
     Args:
         vault_name: Restrict the pass to a single vault; ``None`` covers every
             indexed vault.
 
     Returns:
-        Number of deferred PDFs whose text extraction was attempted.
+        Number of deferred files (PDF + excalidraw) whose text extraction was
+        attempted.
     """
     from backend.pdf_reader import extract_pdf_text
 
-    pending: list[tuple[str, dict[str, Any], Path]] = []
+    pending: list[tuple[str, dict[str, Any], Path, str]] = []
     with _index_lock:
         for name, vault_data in index.items():
             if vault_name is not None and name != vault_name:
@@ -569,32 +644,38 @@ async def enrich_pdf_texts(vault_name: str | None = None) -> int:
             vault_root = Path(vault_data.get("path", ""))
             for file_info in vault_data.get("files", []):
                 if file_info.get("pdf_text_pending"):
-                    pending.append((name, file_info, vault_root / file_info["path"]))
+                    pending.append((name, file_info, vault_root / file_info["path"], "pdf"))
+                elif file_info.get("excalidraw_text_pending"):
+                    pending.append((name, file_info, vault_root / file_info["path"], "excalidraw"))
 
     if not pending:
         return 0
 
     loop = asyncio.get_running_loop()
     enriched = 0
-    for name, file_info, file_path in pending:
+    for name, file_info, file_path, kind in pending:
         try:
-            raw = await loop.run_in_executor(None, extract_pdf_text, file_path, 100000)
+            if kind == "pdf":
+                raw = await loop.run_in_executor(None, extract_pdf_text, file_path, 100000)
+            else:
+                raw = await loop.run_in_executor(None, _read_excalidraw_indexable_text, file_path)
         except Exception as exc:  # pragma: no cover - defensive
-            logger.warning("PDF enrichment failed for %s: %s", file_path, exc)
+            logger.warning("Deferred text enrichment failed for %s: %s", file_path, exc)
             raw = ""
         file_info["content"] = raw[:SEARCH_CONTENT_LIMIT]
         file_info["content_preview"] = raw[:200].strip()
         file_info.pop("pdf_text_pending", None)
+        file_info.pop("excalidraw_text_pending", None)
         enriched += 1
         if _on_index_change:
             try:
                 _on_index_change("add", name, file_info["path"], file_info)
             except Exception as exc:  # pragma: no cover - defensive
                 logger.warning(
-                    "Index hook failed after PDF enrichment for %s: %s", file_path, exc
+                    "Index hook failed after deferred enrichment for %s: %s", file_path, exc
                 )
 
-    logger.info("PDF enrichment: extracted text for %d deferred PDF(s)", enriched)
+    logger.info("Deferred text enrichment: extracted text for %d file(s)", enriched)
     return enriched
 
 
@@ -603,16 +684,24 @@ async def build_index(progress_callback=None) -> None:
 
     Runs vault scans concurrently, inserting them incrementally into the global index.
     Notifies progress via the provided callback.
+
+    #86 differential rebuild: the previous per-vault ``{path: file_info}``
+    snapshots are captured before the clear and handed to ``_scan_vault`` so
+    unchanged files (same size + mtime) are reused without disk re-reads.
     """
     global index, vault_config
     vault_config.clear()
     vault_config.update(load_vault_config())
-    
+
     # Note: vault_settings are now only used for UI display preferences (hideHiddenFiles)
     # Indexing always includes all files regardless of settings
-    
+
     global _index_generation
     with _index_lock:
+        previous_snapshot: dict[str, dict[str, dict[str, Any]]] = {
+            name: {f["path"]: f for f in vdata.get("files", [])}
+            for name, vdata in index.items()
+        }
         index.clear()
         _file_lookup.clear()
         path_index.clear()
@@ -631,8 +720,13 @@ async def build_index(progress_callback=None) -> None:
     loop = asyncio.get_event_loop()
 
     async def _process_vault(name: str, config: dict[str, Any]):
+        import functools
+
         vault_path = config["path"]
-        vault_data = await loop.run_in_executor(None, _scan_vault, name, vault_path, config)
+        scan = functools.partial(
+            _scan_vault, name, vault_path, config, previous_snapshot.get(name)
+        )
+        vault_data = await loop.run_in_executor(None, scan)
         vault_data["config"] = config
 
         # Build lookup entries for the new vault
@@ -695,7 +789,7 @@ async def reload_index() -> dict[str, Any]:
         Dict mapping vault names to their file/tag counts.
     """
     await build_index()
-    # BUG-040: complete the deferred PDF extraction for the rebuilt index.
+    # BUG-040/#86: complete the deferred PDF + excalidraw extraction.
     await enrich_pdf_texts()
     stats = {}
     for name, data in index.items():
@@ -724,14 +818,22 @@ async def reload_single_vault(vault_name: str) -> dict[str, Any]:
         raise ValueError(f"Vault '{vault_name}' not found in configuration")
     
     config = vault_config[vault_name]
-    
+
+    # #86 differential rescan: snapshot this vault's entries before removal so
+    # unchanged files are reused without disk re-reads.
+    with _index_lock:
+        _previous = {f["path"]: f for f in index.get(vault_name, {}).get("files", [])}
+
     # Remove old vault data from index structures
     await remove_vault_from_index(vault_name)
-    
+
     # Re-add the vault with updated configuration
+    import functools
+
     vault_path = config["path"]
     loop = asyncio.get_event_loop()
-    vault_data = await loop.run_in_executor(None, _scan_vault, vault_name, vault_path, config)
+    scan = functools.partial(_scan_vault, vault_name, vault_path, config, _previous)
+    vault_data = await loop.run_in_executor(None, scan)
     vault_data["config"] = config
     
     # Build lookup entries for the vault
@@ -761,7 +863,7 @@ async def reload_single_vault(vault_name: str) -> dict[str, Any]:
     from backend.attachment_indexer import build_attachment_index
     await build_attachment_index({vault_name: config})
 
-    # BUG-040: complete the deferred PDF extraction for this vault.
+    # BUG-040/#86: complete the deferred PDF + excalidraw extraction.
     await enrich_pdf_texts(vault_name)
 
     stats = {"file_count": len(vault_data["files"]), "tag_count": len(vault_data["tags"])}

backend/services/mutations.py

@@ -26,6 +26,11 @@ from backend.services.vaults import get_vault_root
 
 logger = logging.getLogger("obsigate.services.mutations")
 
+# #86: per-file size cap for find/replace passes (CPU guard — complements the
+# BUG-025 regex caps). Files larger than this are skipped instead of being
+# read fully into memory and scanned with a user-supplied pattern.
+MAX_REPLACE_FILE_BYTES = 5_000_000
+
 # Skeleton injected into empty ``.excalidraw`` files (mirrors the route logic).
 _EXCALIDRAW_SKELETON = (
     '{"type":"excalidraw","version":2,"elements":[],'
@@ -509,6 +514,16 @@ def replace_in_files(
             continue
         if not file_path.exists() or not file_path.is_file():
             continue
+        # #86 CPU guard: skip files too large to scan safely in one pass.
+        try:
+            if file_path.stat().st_size > MAX_REPLACE_FILE_BYTES:
+                logger.warning(
+                    "replace_in_files: skipping oversized file %s/%s (%d bytes)",
+                    result_vault, result["path"], file_path.stat().st_size,
+                )
+                continue
+        except OSError:
+            continue
         try:
             original = file_path.read_text(encoding="utf-8", errors="replace")
         except OSError:

desktop/Cargo.lock

@@ -2626,7 +2626,7 @@ dependencies = [
 
 [[package]]
 name = "obsigate-desktop"
-version = "2.15.0"
+version = "2.16.0"
 dependencies = [
  "chrono",
  "env_logger",

desktop/Cargo.toml

@@ -1,6 +1,6 @@
 [package]
 name = "obsigate-desktop"
-version = "2.15.0"
+version = "2.16.0"
 description = "ObsiGate Desktop — Porte d'entrée native pour vos vaults Obsidian"
 authors = ["Bruno Charest"]
 edition = "2021"

desktop/tauri.conf.json

@@ -1,7 +1,7 @@
 {
   "$schema": "https://raw.githubusercontent.com/nicedoc/obsigate/main/desktop/tauri.conf.schema.json",
   "productName": "ObsiGate",
-  "version": "2.15.0",
+  "version": "2.16.0",
   "identifier": "com.obsigate.desktop",
   "build": {
     "frontendDist": "../frontend",

docs/ROADMAP.md

@@ -1,6 +1,6 @@
 # ObsiGate — Roadmap
 
-> **Version :** 2.15.0 | **Dernière mise à jour :** 2026-09-22
+> **Version :** 2.16.0 | **Dernière mise à jour :** 2026-09-22
 > **Ce fichier ne contient que le travail à venir** (🔵 En cours + ⚪ Backlog) et un index compact
 > vers les fonctionnalités livrées.
 > - **Méthode de livraison à appliquer pour toute tâche : [DELIVERY_WORKFLOW.md](./DELIVERY_WORKFLOW.md)**
@@ -107,15 +107,6 @@
   - [ ] Persister index, JTI révoqués et compteurs de rate-limit (SQLite/Redis)
   - [ ] Verrous asyncio autour de l'index global et des stores JSON ; service de partage public (expiration, révocation, quotas)
 
-### 86. Optimisation globale des performances (phase 3)
-
-- **Effort :** 4-6 jours | **Impact :** 🟡 | **Zone :** backend (`search.py`, `indexer.py`, `mutations.py`)
-- **Description :** brancher l'inverted index (déjà construit) sur la recherche simple et le tool IA `search_fulltext`, indexation incrémentale, extraction PDF lazy.
-- **Sous-tâches :**
-  - [ ] Recherche simple + tool IA via l'inverted index (suppression du balayage O(N) en mémoire)
-  - [ ] Indexation incrémentale + scan différentiel au démarrage (remplace le `rglob` complet)
-  - [ ] Extraction PDF/excalidraw différée (hors scan) ; caps CPU sur les opérations regex
-
 ### 87. Amélioration continue — tests, CI/CD, revues de sécurité (phase 4)
 
 - **Effort :** 3-5 jours | **Impact :** 🟡 | **Zone :** `.gitea/workflows/`, `tests/`
@@ -190,6 +181,7 @@
 | 105 | Guide d'utilisation — audit de couverture complet, téléchargement Markdown/PDF, guide desktop élargi, section Architecture (Mermaid) + BUG-067 | 2.13.0 | [features/guide-coverage-105.md](./features/guide-coverage-105.md) |
 | 106 | Assistant IA — Actions instantanées contextuelles, catalogue « Toutes les actions » & frontmatter complet | 2.14.0 | [features/ai-quick-actions.md](./features/ai-quick-actions.md) |
 | 107 | Configuration — Gestion des clés API & MCP : création/révocation de jetons longue durée (1 j, 1 mois, 6 mois, 1 an, sans fin), une seule clé pour l'API REST et le serveur MCP, « dernière utilisation », store `data/api_tokens.json` sans secret persisté | 2.15.0 | [features/api-mcp-tokens-107.md](./features/api-mcp-tokens-107.md) |
+| 86 | Optimisation globale des performances (phase 3) — scan différentiel, excalidraw différé, garde-fou `replace` (inverted index / PDF lazy / caps regex déjà livrés via BUG-033/040/025) | 2.16.0 | [features/perf-phase3-86.md](./features/perf-phase3-86.md) |
 
 ---
 
@@ -197,11 +189,11 @@
 
 | Priorité | Items | Effort total estimé |
 |---|---|---|
-| ✅ Complété | #1 → #59, #61–72, #74–76, #78–84, #88–93, #94–100, #102–107, #92 | ~116 jours réalisés |
+| ✅ Complété | #1 → #59, #61–72, #74–76, #78–84, #86, #88–93, #94–100, #102–107, #92 | ~120 jours réalisés |
 | 🔵 P2 restant | #77 Desktop : signature de code (non retenue), 6 tests E2E **manuels** ([protocole](./DESKTOP_E2E_CHECKLIST.md)) | ~0,5-1 jour |
 | ⚪ P4 restant | #73 Sync (6-8j) | 6-8 jours |
-| ⚪ P0/P1 restant | #85-87 Refonte architecturale, performance, CI/CD (BUG-035 → BUG-040 corrigés) | ~15-23 jours |
+| ⚪ P0/P1 restant | #85, #87 Refonte architecturale, CI/CD (BUG-035 → BUG-040 corrigés, #86 livré) | ~11-17 jours |
-| **Total restant** | **7 items + finitions** | **~27-42 jours** |
+| **Total restant** | **6 items + finitions** | **~23-36 jours** |
 
 ---
 

docs/features/perf-phase3-86.md

@@ -0,0 +1,69 @@
+# #86 — Optimisation globale des performances (phase 3)
+
+> **Statut :** ✅ livré | **Zone :** backend (`indexer.py`, `mutations.py`)
+> **Prérequis déjà livrés :** BUG-033 (recherche via inverted index), BUG-040 (PDF lazy),
+> BUG-025 (caps regex).
+
+## Contexte
+
+La roadmap #86 demandait : recherche simple + tool IA via l'inverted index, indexation
+incrémentale + scan différentiel au démarrage, extraction PDF/excalidraw différée et caps
+CPU sur les opérations regex. Trois de ces cinq points étaient déjà couverts par des
+correctifs antérieurs ; cette livraison ferme les deux points restants.
+
+## Ce qui était déjà livré (rappel)
+
+| Point #86 | Livré par | État |
+|---|---|---|
+| Recherche simple + `search_fulltext` via inverted index | BUG-033 | `search()` récupère ses candidats via l'inverted index (intersection + expansion de préfixes), repli scan pendant la construction |
+| Extraction PDF différée | BUG-040 | `_scan_vault` ne lit que les métadonnées ; `enrich_pdf_texts()` extrait après index |
+| Caps CPU regex | BUG-025 | `validate_regex` (longueur ≤ 500, rejet quantificateurs imbriqués), contenu tronqué à 200 kio, matchs plafonnés à 1 000 |
+
+## Livré ici
+
+### 1. Scan différentiel au démarrage (`backend/indexer.py`)
+
+- `_scan_vault(..., previous_files)` : quand un snapshot `{relative_path: file_info}` est
+  fourni, toute entrée dont `size` **et** `modified` sont inchangés est réutilisée sans
+  lecture disque ni re-parse (copie du dict, tags recomptés, wikilinks ré-enregistrés
+  depuis le contenu caché pour reconstruire l'index de backlinks).
+- `build_index()` capture le snapshot précédent avant le `clear()` et le transmet à
+  chaque scan de vault (via `functools.partial` pour l'executor) ; `reload_single_vault()`
+  fait de même pour son vault. Seuls le `os.walk` + `stat` (bon marché) tournent à
+  chaque passe ; le retour inclut `reused` (hits différentiels, loggé par vault).
+- Premier démarrage (aucun snapshot) : comportement identique à avant.
+
+### 2. Extraction excalidraw différée (`backend/indexer.py`)
+
+- Le scan ne lit plus les `.excalidraw` / `.excalidraw.md` : titre dérivé du nom de
+  fichier, `content` vide, flag `excalidraw_text_pending` (plus de décompression
+  lz-string pendant le scan).
+- `enrich_pdf_texts()` traite désormais les deux flags (`pdf` + `excalidraw`) via
+  `_read_excalidraw_indexable_text()` exécuté dans l'executor, avec notification du hook
+  d'index incrémental comme pour les PDF. Nom conservé pour compatibilité (tests,
+  `main.py`, `reload_index`, `reload_single_vault` inchangés côté appel).
+- Le chemin incrémental fichier-à-fichier (`_index_single_file_sync`, watcher) reste
+  immédiat : un seul fichier ne justifie pas le différé.
+
+### 3. Garde-fou taille sur `replace_in_files` (`backend/services/mutations.py`)
+
+- Nouvelle constante `MAX_REPLACE_FILE_BYTES` (5 Mio) : tout fichier dépassant le plafond
+  est sauté (warning loggé) au lieu d'être lu intégralement puis balayé par le pattern
+  utilisateur. Complète les caps BUG-025 (qui couvrent la recherche, pas le remplacement
+  qui opère sur le contenu disque complet par nature).
+
+## Tests
+
+`tests/test_perf_phase3.py` (9 tests) : différé excalidraw au scan (`.excalidraw` +
+`.excalidraw.md`), remplissage par l'enrichissement, `reused == 0` au premier scan,
+réutilisation à l'identique, re-parse du fichier modifié, ajout/suppression, skip
+`replace` sur fichier surdimensionné + cas passant nominal.
+
+## Limites connues
+
+- Pas de persistance disque de l'index : le différentiel joue sur les rebuilds dans le
+  même processus (`reload_index`, `reload_single_vault`), pas entre deux redémarrages
+  (persistance = #85, phase 2).
+- La comparaison `size + mtime` ne détecte pas une modification qui conserverait taille
+  et mtime à la milliseconde près (cas pathologique, le watcher temps réel couvre les
+  modifications en cours d'exécution).

package.json

@@ -1,6 +1,6 @@
 {
   "name": "obsigate",
-  "version": "2.15.0",
+  "version": "2.16.0",
   "description": "**Porte d'entrée web ultra-léger pour vos vaults Obsidian** — Accédez, naviguez et recherchez dans toutes vos notes Obsidian depuis n'importe quel appareil via une interface web moderne et responsive.",
   "main": "patch.js",
   "directories": {

tests/test_perf_phase3.py

@@ -0,0 +1,220 @@
+# tests/test_perf_phase3.py — Optimisation globale des performances (#86, phase 3)
+"""Non-regression tests for the #86 performance work.
+
+Covers the three remaining #86 items (the inverted-index search, the lazy PDF
+extraction and the regex CPU caps were already delivered via BUG-033, BUG-040
+and BUG-025):
+
+- differential vault scan (unchanged files reused without disk re-read),
+- deferred excalidraw text extraction (scan cheap, enrichment fills text),
+- file-size guard on ``replace_in_files`` (oversized files skipped).
+"""
+import json
+import os
+from pathlib import Path
+
+import pytest
+
+
+def _excalidraw_doc(*texts: str) -> str:
+    elements = [
+        {
+            "id": f"el{i}",
+            "type": "text",
+            "text": text,
+            "x": 0,
+            "y": i * 20,
+            "width": 100,
+            "height": 20,
+        }
+        for i, text in enumerate(texts)
+    ]
+    return json.dumps({"type": "excalidraw", "version": 2, "elements": elements})
+
+
+# ═══════════════════════════════════════════════════════════════════
+# Deferred excalidraw extraction
+# ═══════════════════════════════════════════════════════════════════
+
+class TestExcalidrawDeferred:
+    def test_scan_defers_excalidraw_text(self, tmp_path: Path):
+        """The scan must not parse diagram JSON — content empty + pending flag."""
+        from backend.indexer import _scan_vault
+
+        vault = tmp_path / "vault"
+        vault.mkdir()
+        (vault / "diagram.excalidraw").write_text(
+            _excalidraw_doc("hello diagram"), encoding="utf-8"
+        )
+
+        result = _scan_vault("V", str(vault), {})
+        entry = next(f for f in result["files"] if f["path"] == "diagram.excalidraw")
+        assert entry["content"] == ""
+        assert entry["content_preview"] == ""
+        assert entry.get("excalidraw_text_pending") is True
+        assert entry["title"] == "diagram"
+
+    def test_scan_defers_excalidraw_md(self, tmp_path: Path):
+        """``.excalidraw.md`` files are deferred too (no lz decompression at scan)."""
+        from backend.indexer import _scan_vault
+
+        vault = tmp_path / "vault"
+        vault.mkdir()
+        (vault / "board.excalidraw.md").write_text(
+            "---\ntitle: Board\n---\n" + _excalidraw_doc("board text"),
+            encoding="utf-8",
+        )
+
+        result = _scan_vault("V", str(vault), {})
+        entry = next(f for f in result["files"] if f["path"] == "board.excalidraw.md")
+        assert entry["content"] == ""
+        assert entry.get("excalidraw_text_pending") is True
+
+    @pytest.mark.asyncio
+    async def test_enrich_fills_excalidraw_text(self, tmp_path: Path):
+        """The deferred pass extracts diagram text and clears the flag."""
+        import backend.indexer as idx
+
+        vault = tmp_path / "vault"
+        vault.mkdir()
+        (vault / "diagram.excalidraw").write_text(
+            _excalidraw_doc("uniquediagword"), encoding="utf-8"
+        )
+        file_info = {
+            "path": "diagram.excalidraw",
+            "title": "diagram",
+            "tags": [],
+            "content": "",
+            "content_preview": "",
+            "size": 0,
+            "modified": "",
+            "extension": ".excalidraw",
+            "excalidraw_text_pending": True,
+        }
+        with idx._index_lock:
+            idx.index["ExcalV"] = {
+                "files": [file_info],
+                "tags": {},
+                "path": str(vault),
+                "paths": [],
+            }
+        try:
+            count = await idx.enrich_pdf_texts("ExcalV")
+            assert count == 1
+            assert "uniquediagword" in file_info["content"]
+            assert file_info["content_preview"]
+            assert "excalidraw_text_pending" not in file_info
+        finally:
+            with idx._index_lock:
+                idx.index.pop("ExcalV", None)
+
+
+# ═══════════════════════════════════════════════════════════════════
+# Differential scan
+# ═══════════════════════════════════════════════════════════════════
+
+class TestDifferentialScan:
+    def test_first_scan_reports_zero_reused(self, test_vault_dir):
+        from backend.indexer import _scan_vault
+
+        result = _scan_vault("TestVault", test_vault_dir)
+        assert result["reused"] == 0
+        assert len(result["files"]) >= 3
+
+    def test_unchanged_files_are_reused(self, test_vault_dir):
+        from backend.indexer import _scan_vault
+
+        first = _scan_vault("TestVault", test_vault_dir)
+        previous = {f["path"]: f for f in first["files"]}
+        second = _scan_vault("TestVault", test_vault_dir, None, previous)
+        assert second["reused"] == len(first["files"])
+        assert {f["path"] for f in second["files"]} == {f["path"] for f in first["files"]}
+        # Tags and titles survive the reuse path.
+        assert second["tags"] == first["tags"]
+        for f in second["files"]:
+            assert f["content"] == previous[f["path"]]["content"]
+
+    def test_changed_file_is_reparsed(self, test_vault_dir):
+        from backend.indexer import _scan_vault
+
+        first = _scan_vault("TestVault", test_vault_dir)
+        previous = {f["path"]: f for f in first["files"]}
+
+        target = Path(test_vault_dir) / "note1.md"
+        target.write_text(
+            target.read_text(encoding="utf-8") + "\nMot unique de reparse differentials.",
+            encoding="utf-8",
+        )
+        # Force a visibly different mtime (coarse filesystems).
+        os.utime(target, (9999999999, 9999999999))
+
+        second = _scan_vault("TestVault", test_vault_dir, None, previous)
+        assert second["reused"] == len(first["files"]) - 1
+        changed = next(f for f in second["files"] if f["path"] == "note1.md")
+        assert "Mot unique de reparse differentials" in changed["content"]
+
+    def test_added_and_deleted_files(self, test_vault_dir):
+        from backend.indexer import _scan_vault
+
+        first = _scan_vault("TestVault", test_vault_dir)
+        previous = {f["path"]: f for f in first["files"]}
+
+        (Path(test_vault_dir) / "brand-new.md").write_text(
+            "# Brand new\nFresh content here.", encoding="utf-8"
+        )
+        (Path(test_vault_dir) / "config.json").unlink()
+
+        second = _scan_vault("TestVault", test_vault_dir, None, previous)
+        paths = {f["path"] for f in second["files"]}
+        assert "brand-new.md" in paths
+        assert "config.json" not in paths
+        assert second["reused"] == len(first["files"]) - 1
+
+
+# ═══════════════════════════════════════════════════════════════════
+# replace_in_files size guard
+# ═══════════════════════════════════════════════════════════════════
+
+class TestReplaceSizeGuard:
+    def test_oversized_file_is_skipped(self, tmp_path: Path, monkeypatch):
+        """Files over MAX_REPLACE_FILE_BYTES are skipped, not read."""
+        from backend.services import mutations
+
+        big = tmp_path / "big.md"
+        big.write_text("findme " * 100, encoding="utf-8")
+
+        monkeypatch.setattr(mutations, "MAX_REPLACE_FILE_BYTES", 10)
+        monkeypatch.setattr(
+            "backend.services.search.advanced_search_vaults",
+            lambda *a, **k: {
+                "results": [{"vault": "V", "path": "big.md", "title": "big"}],
+            },
+        )
+        monkeypatch.setattr(
+            mutations, "get_vault_root", lambda vault: tmp_path
+        )
+
+        out = mutations.replace_in_files("findme", "replaced", vault="V", dry_run=True)
+        assert out["matches"] == []
+        assert out["total_matches"] == 0
+
+    def test_small_file_still_processed(self, tmp_path: Path, monkeypatch):
+        from backend.services import mutations
+
+        small = tmp_path / "small.md"
+        small.write_text("findme once", encoding="utf-8")
+
+        monkeypatch.setattr(mutations, "MAX_REPLACE_FILE_BYTES", 10_000_000)
+        monkeypatch.setattr(
+            "backend.services.search.advanced_search_vaults",
+            lambda *a, **k: {
+                "results": [{"vault": "V", "path": "small.md", "title": "small"}],
+            },
+        )
+        monkeypatch.setattr(
+            mutations, "get_vault_root", lambda vault: tmp_path
+        )
+
+        out = mutations.replace_in_files("findme", "replaced", vault="V", dry_run=True)
+        assert out["total_matches"] == 1
+        assert out["matches"][0]["path"] == "small.md"