ObsiGate/plan.md
Bruno Charest 775722f5d4 Switch inverted index from stale check to incremental updates
Register a hook with the indexer so that file add/remove events
incrementally maintain the inverted index, removing the need for
periodic staleness checks and cooldowns. Rebuild the index once on
startup via init_inverted_index().
2026-05-26 12:37:59 -04:00

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# Plan: Incremental InvertedIndex for 40k+ files
## Problem Summary
Every file mutation calls `_add_file_to_structures` / `_remove_file_from_structures` in `backend/indexer.py`, which increments `_index_generation`. When the next search or autocomplete fires, `get_inverted_index()` in `backend/search.py` detects staleness (`is_stale()` returns True) and triggers a full `rebuild()` — O(N) tokenization of ALL files. With 40k+ files this takes 2-5 seconds, making search unusable.
The existing 3-second cooldown hack in `is_stale()` only masks the problem; it doesn't fix it.
## Solution: Incremental Add/Remove on the InvertedIndex
Add two methods to `InvertedIndex` that update ALL internal data structures incrementally when a single file is added, modified, or removed:
- `add_document(vault_name, path, file_info)` — called on create/modify
- `remove_document(vault_name, path)` — called on delete/move-source
Then hook these into `_add_file_to_structures` and `_remove_file_from_structures` in `backend/indexer.py` so the inverted index never goes stale.
Remove the `is_stale()` / `rebuild()` / cooldown mechanism entirely. The inverted index is always current.
## Dependency Architecture
**Current import chain:**
```
main.py → search.py → indexer.py (search.py imports `from backend import indexer as _indexer`)
```
**Problem:** `indexer.py` currently does NOT import from `search.py`. If we add `from backend.search import get_inverted_index` to indexer.py, we create a circular import: `search.py → indexer.py → search.py`.
**Fix — Option C (Callback/Hook pattern, simplest):**
Add a module-level hook variable in `backend/indexer.py`:
```python
# In backend/indexer.py
_on_index_change: callable = None # Called as (action, vault_name, path, file_info_or_None)
def set_index_change_hook(hook):
"""Register a callback for incremental index updates.
hook(action, vault_name, path, file_info_or_None) where action is 'add' or 'remove'.
"""
global _on_index_change
_on_index_change = hook
```
Then at the end of `_add_file_to_structures`:
```python
if _on_index_change:
_on_index_change('add', vault_name, rel_path, file_info)
```
At the end of `_remove_file_from_structures`:
```python
if _on_index_change:
_on_index_change('remove', vault_name, rel_path, file_info) # file_info = removed dict or None
```
Then in `backend/search.py`, at module load time (after InvertedIndex class is defined):
```python
def _on_index_change_hook(action, vault_name, path, file_info):
inv = get_inverted_index_raw() # get without rebuild check
if action == 'add':
inv.add_document(vault_name, path, file_info)
elif action == 'remove':
inv.remove_document(vault_name, path)
# Register the hook — this triggers an import of indexer, but indexer is already imported
# by the time this line runs (since search.py does `from backend import indexer as _indexer` above)
_indexer.set_index_change_hook(_on_index_change_hook)
```
This avoids circular imports completely because:
1. `search.py` already imports `indexer.py` at the top (`from backend import indexer as _indexer`)
2. `indexer.py` never imports `search.py` — it just stores a callback
3. `search.py` registers the callback AFTER the InvertedIndex class is defined
## Detailed Implementation
### Step 1: Add hook variable to `backend/indexer.py`
File: `backend/indexer.py`
Changes:
- After `_index_generation` global (line ~28), add:
```python
_on_index_change: callable = None
```
- Add function `set_index_change_hook(hook)` (bottom of file, near other public functions)
- Add `if _on_index_change: _on_index_change('add', vault_name, file_info['path'], file_info)` at end of `_add_file_to_structures` (~line 665)
- Add `if _on_index_change: _on_index_change('remove', vault_name, rel_path, removed)` at end of `_remove_file_from_structures` (~line 597)
### Step 2: Add `add_document` and `remove_document` to InvertedIndex
File: `backend/search.py`
#### `add_document(vault_name, path, file_info)`
```python
def add_document(self, vault_name: str, path: str, file_info: dict):
"""Add or update a single document in the inverted index."""
doc_key = f"{vault_name}::{path}"
old_file_info = self.doc_info.get(doc_key)
# If updating an existing document, remove old entries first
if old_file_info is not None:
self._remove_doc_internals(doc_key, vault_name, old_file_info)
else:
self.doc_count += 1
# --- Metadata ---
self.doc_info[doc_key] = file_info
self.doc_vault[doc_key] = vault_name
self.vault_docs[vault_name].add(doc_key)
# --- Tags ---
tags = file_info.get("tags", [])
for tag in tags:
self.tag_docs[tag.lower()].add(doc_key)
# --- Title tokens ---
title = file_info.get("title", "")
title_tokens = tokenize(title)
for token in set(title_tokens):
self.title_index[token].append(doc_key)
# --- Normalized title for prefix suggestions ---
norm_title = normalize_text(title)
if norm_title:
self.title_norm_map[norm_title].append({
"vault": vault_name,
"path": path,
"title": title,
})
# --- Word index (content + title TF) ---
content = file_info.get("content", "")
full_text = title + " " + content
tokens = tokenize(full_text)
tf = defaultdict(int)
for token in tokens:
tf[token] += 1
# Track which tokens are new (not previously indexed) for sorted_tokens update
new_tokens = []
for token, freq in tf.items():
if not self.word_index.get(token):
new_tokens.append(token)
self.word_index[token][doc_key] = freq
# Incrementally update _sorted_tokens (avoid O(V log V) full re-sort)
if new_tokens:
for token in new_tokens:
bisect.insort(self._sorted_tokens, token)
```
#### `remove_document(vault_name, path)`
```python
def remove_document(self, vault_name: str, path: str):
"""Remove a document from the inverted index."""
doc_key = f"{vault_name}::{path}"
file_info = self.doc_info.get(doc_key)
if file_info is None:
return
self._remove_doc_internals(doc_key, vault_name, file_info)
self.doc_count -= 1
```
#### `_remove_doc_internals(doc_key, vault_name, file_info)` (private helper)
```python
def _remove_doc_internals(self, doc_key: str, vault_name: str, file_info: dict):
"""Internal: remove one doc_key from all indexes without adjusting doc_count."""
# --- Metadata ---
self.doc_info.pop(doc_key, None)
self.doc_vault.pop(doc_key, None)
if vault_name in self.vault_docs:
self.vault_docs[vault_name].discard(doc_key)
# --- Tags ---
for tag in file_info.get("tags", []):
td = self.tag_docs.get(tag.lower())
if td:
td.discard(doc_key)
if not td:
del self.tag_docs[tag.lower()]
# --- Title tokens ---
title = file_info.get("title", "")
for token in set(tokenize(title)):
ti = self.title_index.get(token)
if ti:
try:
ti.remove(doc_key)
except ValueError:
pass
if not ti:
del self.title_index[token]
# --- Title norm map ---
norm_title = normalize_text(title)
if norm_title and norm_title in self.title_norm_map:
self.title_norm_map[norm_title] = [
e for e in self.title_norm_map[norm_title]
if not (e["vault"] == vault_name and e["path"] == file_info.get("path"))
]
if not self.title_norm_map[norm_title]:
del self.title_norm_map[norm_title]
# --- Word index ---
content = file_info.get("content", "")
full_text = title + " " + content
for token in set(tokenize(full_text)):
wi = self.word_index.get(token)
if wi:
wi.pop(doc_key, None)
if not wi:
del self.word_index[token]
# Remove from sorted tokens via bisect
idx = bisect.bisect_left(self._sorted_tokens, token)
if idx < len(self._sorted_tokens) and self._sorted_tokens[idx] == token:
self._sorted_tokens.pop(idx)
```
Key: `bisect.insort` for insertion and `bisect.bisect_left` + `pop(idx)` for removal keep `_sorted_tokens` sorted in O(V) worst case (list shift) but this is negligible compared to O(N * content) rebuild.
### Step 3: Modify `get_inverted_index()` to NOT check staleness
File: `backend/search.py`
```python
def get_inverted_index() -> InvertedIndex:
"""Return the singleton inverted index. Always up-to-date via hooks."""
return _inverted_index
```
Remove `is_stale()` and the `_source_generation` / `_last_rebuild` / `_rebuild_cooldown` fields. Keep `rebuild()` for initial build and manual reindex (still called once at startup via `build_index`).
### Step 4: Call `rebuild()` once after initial index build
In `backend/search.py`, register the hook AND call rebuild once:
```python
# After InvertedIndex class and _inverted_index = InvertedIndex()
def _on_index_change_hook(action, vault_name, path, file_info):
inv = _inverted_index
try:
if action == 'add':
inv.add_document(vault_name, path, file_info)
elif action == 'remove':
inv.remove_document(vault_name, path)
except Exception as e:
logger.warning(f"Inverted index incremental update failed ({action} {vault_name}/{path}): {e}")
# Fallback: mark for rebuild on next search
inv._needs_rebuild = True
_indexer.set_index_change_hook(_on_index_change_hook)
# Initial build trigger — called after first index is built
def init_inverted_index():
"""Force initial inverted index build. Called after build_index completes."""
_inverted_index.rebuild()
def get_inverted_index() -> InvertedIndex:
"""Return the singleton inverted index."""
# Only check for rebuild if incremental updates have failed
# OR if this is the very first call (doc_count == 0 and index has files)
if getattr(_inverted_index, '_needs_rebuild', False):
_inverted_index.rebuild()
_inverted_index._needs_rebuild = False
elif _inverted_index.doc_count == 0 and any(
vdata.get("files") for vdata in index.values()
):
_inverted_index.rebuild()
return _inverted_index
```
### Step 5: Call `init_inverted_index()` from `build_index` in main.py
In `backend/main.py`, after `build_index()` completes in the lifespan handler, call:
```python
from backend.search import init_inverted_index
init_inverted_index()
```
This ensures the inverted index is built once on startup, then incrementally maintained thereafter.
### Tag prefix index handling
The `tag_norm_map` and `tag_prefix_index` are built per-vault in `rebuild()`. For incremental updates, we need to handle tag changes:
In `add_document`, after adding doc tags:
```python
# Check if any tags are new (not in tag_norm_map)
for tag in tags:
norm_tag = normalize_text(tag)
if norm_tag not in self.tag_norm_map:
self.tag_norm_map[norm_tag] = tag
for plen in range(MIN_PREFIX_LENGTH, len(norm_tag) + 1):
prefix = norm_tag[:plen]
if tag not in self.tag_prefix_index[prefix]:
self.tag_prefix_index[prefix].append(tag)
```
In `_remove_doc_internals`, we do NOT remove tags from `tag_norm_map` or `tag_prefix_index` — these are global (per-vault tag vocabulary), not per-document. They only grow over the lifetime of the inverted index. A periodic `rebuild()` on manual reindex will clean them up.
### Step 6: Remove cooldown hack from search.py
Remove:
- `_last_rebuild` and `_rebuild_cooldown` fields from `InvertedIndex.__init__`
- `is_stale()` method
- `_source_generation` field (no longer needed for staleness, but keep for diagnostics)
### Step 7: Remove coalescence hack from main.py
In `_on_vault_change` in `backend/main.py`, remove:
```python
old_gen = idx._index_generation
...
if idx._index_generation > old_gen + 1:
idx._index_generation = old_gen + 1
```
This hack was only needed to reduce the number of inverted index rebuilds. With incremental updates, it's unnecessary — each mutation is cheap.
## Files Modified (Summary)
| File | Changes |
|------|---------|
| `backend/indexer.py` | +`_on_index_change` hook variable, +`set_index_change_hook()`, +hook calls in `_add_file_to_structures` and `_remove_file_from_structures` |
| `backend/search.py` | +`add_document()`, +`remove_document()`, +`_remove_doc_internals()`, +`init_inverted_index()`, +hook registration, remove `is_stale()`/cooldown, simplify `get_inverted_index()` |
| `backend/main.py` | +`init_inverted_index()` call after `build_index()`, remove coalescence hack in `_on_vault_change` |
## Risks & Edge Cases
1. **Thread safety:** `_add_file_to_structures` and `_remove_file_from_structures` are protected by `_index_lock` / `_async_index_lock` in indexer.py. The InvertedIndex methods are called inside these locks, so they're also protected. No additional locking needed.
2. **Hook registration timing:** `search.py` imports `indexer.py` at the top, then later registers the hook. The hook is registered at module load time, BEFORE the first call to `build_index`. So `_on_index_change` is set when `build_index` runs — but `build_index` calls `_add_file_to_structures` internally, which would try to incrementally update an empty inverted index. **Fix:** The hook checks `if _inverted_index.doc_count == 0` and skips incremental updates; the initial `rebuild()` handles the bulk load.
3. **Hook call during initial build_index:** `build_index` iterates files and calls `_add_file_to_structures`. The hook fires for each file, calling `add_document()` on an empty inverted index. This is slower than a single `rebuild()`. **Fix:** Add a flag `_inverted_index._ready = False` initially, set to True after `init_inverted_index()`. The hook skips when `_ready` is False.
4. **Sorted tokens performance:** `bisect.insort` and `list.pop(idx)` are O(V) worst case for large V. For 40k files, the vocabulary size V is typically 50k-200k tokens. O(V) for a single insertion is ~0.001ms, acceptable. The rebuild() call at startup handles the initial bulk.
5. **tag_norm_map / tag_prefix_index growth:** These grow monotonically (never shrink on incremental remove). With 40k files and thousands of tags, this is a few thousand entries — negligible. A manual "Réindexer" button triggers a full `rebuild()` to clean up.