brainy/src/utils/metadataFilter.ts
David Snelling 92c96246fb feat(v4.0.0): Complete metadata/vector separation architecture with Azure support
This commit completes the core v4.0.0 architecture changes for billion-scale
performance with metadata/vector separation. NO RELEASE YET - remaining optimizations
and testing required before production release.

## Core v4.0.0 Architecture Changes

### Type System Updates
- Fixed all TypeScript compilation errors (zero errors achieved)
- Updated HNSWNoun/HNSWVerb to separate core fields from metadata
- Implemented HNSWNounWithMetadata/HNSWVerbWithMetadata for API boundaries
- Added required 'noun' field to NounMetadata for semantic structure
- Renamed verb.type to verb.verb for consistency

### Storage Adapter Updates
**All adapters updated for v4.0.0 two-file storage pattern:**
- memoryStorage: Proper metadata/vector separation
- fileSystemStorage: Two-file pattern with sharding
- opfsStorage: Browser persistent storage updated
- s3CompatibleStorage: AWS/MinIO/DigitalOcean support
- r2Storage: Cloudflare R2 optimization
- gcsStorage: Google Cloud with ADC support
- **azureBlobStorage: NEW - Full Azure Blob Storage support**

### Storage Features
- BaseStorage: Internal vs public method separation (_getNoun vs getNoun)
- Two-file storage: Vectors in one file, metadata in another
- Change tracking: getChangesSince return type updated
- Pagination: getNounsWithPagination returns WithMetadata types

### Azure Blob Storage Integration (NEW)
- Native @azure/storage-blob SDK integration
- Four authentication methods:
  * DefaultAzureCredential (Managed Identity) - recommended
  * Connection String - simplest setup
  * Account Name + Key - traditional auth
  * SAS Token - delegated access
- High-volume mode with write buffering
- Adaptive backpressure for throttling
- UUID-based sharding for billion-scale
- Full HNSW support with graph persistence

### Utility Updates
- EmbeddingManager: Updated to accept Record<string, unknown>
- LSMTree: Wrapped data in NounMetadata structure with 'noun' field
- EntityIdMapper: Fixed nested metadata.data structure access
- MetadataIndex: Fixed field type inference integration
- PeriodicCleanup: Updated for new metadata structure

### Core API Updates
- Brainy: Updated verb property access from v.type to v.verb
- ConfigAPI: Fixed NounMetadata access patterns
- DataAPI: Updated metadata handling

### Documentation Updates
- CREATING-AUGMENTATIONS.md: v4.0.0 breaking changes guide
- DEVELOPER-GUIDE.md: Migration checklist and examples
- COMPLETE-REFERENCE.md: v4.0.0 architecture improvements
- **finite-type-system.md: NEW - Revolutionary type system benefits**

### Build & Dependencies
- Zero TypeScript compilation errors
- Added @azure/storage-blob and @azure/identity
- 591 tests passing (23 timeout in long-running neural tests)

## What's NOT in This Release
This is a work-in-progress commit. Before v4.0.0 release we need:
- Storage adapter optimizations (batch operations, compression)
- Azure blob tier management (Hot/Cool/Archive)
- Cost optimization implementations
- Additional performance testing at billion-scale
- Migration guides for v3.x users

## Testing
- Clean build: 
- Type checking:  (zero errors)
- Test suite:  (591/614 passing, timeouts in neural tests only)

🔐 Generated with Claude Code
https://claude.com/claude-code

Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-17 12:29:27 -07:00

388 lines
No EOL
9.8 KiB
TypeScript

/**
* Smart metadata filtering for vector search
* Filters DURING search to ensure relevant results
* Simple API that just works without configuration
*/
import { SearchResult, HNSWNoun, HNSWNounWithMetadata } from '../coreTypes.js'
/**
* Brainy Field Operators (BFO) - Our own field query system
* Designed for performance, clarity, and patent independence
*/
export interface BrainyFieldOperators {
// Equality operators
equals?: any
notEquals?: any
is?: any
isNot?: any
// Comparison operators
greaterThan?: any
greaterEqual?: any
lessThan?: any
lessEqual?: any
between?: [any, any]
// Array/Set operators
oneOf?: any[]
noneOf?: any[]
contains?: any
excludes?: any
hasAll?: any[]
length?: number
// Existence operators
exists?: boolean
missing?: boolean
// Pattern operators
matches?: string | RegExp
startsWith?: string
endsWith?: string
// Logical operators
allOf?: MetadataFilter[]
anyOf?: MetadataFilter[]
not?: MetadataFilter
// Short aliases for common operations
eq?: any
ne?: any
gt?: any
gte?: any
lt?: any
lte?: any
}
/**
* Metadata filter definition
*/
export interface MetadataFilter {
[key: string]: any | BrainyFieldOperators
}
/**
* Options for metadata filtering
*/
export interface MetadataFilterOptions {
metadata?: MetadataFilter
scoring?: {
vectorWeight?: number
metadataWeight?: number
metadataBoosts?: Record<string, number | ((value: any, query: any) => number)>
}
}
/**
* Check if a value matches a query with operators
*/
function matchesQuery(value: any, query: any): boolean {
// Direct equality check
if (typeof query !== 'object' || query === null || Array.isArray(query)) {
return value === query
}
// Check for Brainy Field Operators (BFO)
for (const [op, operand] of Object.entries(query)) {
switch (op) {
// Equality operators
case 'equals':
case 'is':
case 'eq':
if (value !== operand) return false
break
case 'notEquals':
case 'isNot':
case 'ne':
// Special handling: if value is undefined and operand is not undefined,
// they are not equal (so the condition passes)
// This ensures items without a 'deleted' field match 'deleted !== true'
if (value === operand) return false
// If value is undefined and operand is not, they're not equal (pass)
// If both are undefined, they're equal (fail, handled above)
break
// Comparison operators
case 'greaterThan':
case 'gt':
if (typeof value !== 'number' || typeof operand !== 'number' || !(value > operand)) return false
break
case 'greaterEqual':
case 'gte':
if (typeof value !== 'number' || typeof operand !== 'number' || !(value >= operand)) return false
break
case 'lessThan':
case 'lt':
if (typeof value !== 'number' || typeof operand !== 'number' || !(value < operand)) return false
break
case 'lessEqual':
case 'lte':
if (typeof value !== 'number' || typeof operand !== 'number' || !(value <= operand)) return false
break
case 'between':
if (!Array.isArray(operand) || operand.length !== 2) return false
if (typeof value !== 'number' || !(value >= operand[0] && value <= operand[1])) return false
break
// Array/Set operators
case 'oneOf':
if (!Array.isArray(operand) || !operand.includes(value)) return false
break
case 'noneOf':
if (!Array.isArray(operand) || operand.includes(value)) return false
break
case 'contains':
if (!Array.isArray(value) || !value.includes(operand)) return false
break
case 'excludes':
if (!Array.isArray(value) || value.includes(operand)) return false
break
case 'hasAll':
if (!Array.isArray(value) || !Array.isArray(operand)) return false
for (const item of operand) {
if (!value.includes(item)) return false
}
break
case 'length':
if (!Array.isArray(value) || value.length !== operand) return false
break
// Existence operators
case 'exists':
if ((value !== undefined) !== operand) return false
break
case 'missing':
if ((value === undefined) !== operand) return false
break
// Pattern operators
case 'matches':
const regex = typeof operand === 'string' ? new RegExp(operand) : operand as RegExp
if (!(regex instanceof RegExp) || !regex.test(String(value))) return false
break
case 'startsWith':
if (typeof value !== 'string' || !value.startsWith(String(operand))) return false
break
case 'endsWith':
if (typeof value !== 'string' || !value.endsWith(String(operand))) return false
break
default:
// Unknown operator, treat as field name
if (!matchesFieldQuery(value, op, operand)) return false
}
}
return true
}
/**
* Check if a field matches a query
*/
function matchesFieldQuery(obj: any, field: string, query: any): boolean {
const value = getNestedValue(obj, field)
return matchesQuery(value, query)
}
/**
* Get nested value from object using dot notation
*/
function getNestedValue(obj: any, path: string): any {
const parts = path.split('.')
let current = obj
for (const part of parts) {
if (current === null || current === undefined) {
return undefined
}
current = current[part]
}
return current
}
/**
* Check if metadata matches the filter
*/
export function matchesMetadataFilter(metadata: any, filter: MetadataFilter): boolean {
if (!filter || Object.keys(filter).length === 0) {
return true
}
for (const [key, query] of Object.entries(filter)) {
// Handle logical operators
if (key === 'allOf') {
if (!Array.isArray(query)) return false
for (const subFilter of query) {
if (!matchesMetadataFilter(metadata, subFilter)) return false
}
continue
}
if (key === 'anyOf') {
if (!Array.isArray(query)) return false
let matched = false
for (const subFilter of query) {
if (matchesMetadataFilter(metadata, subFilter)) {
matched = true
break
}
}
if (!matched) return false
continue
}
if (key === 'not') {
if (matchesMetadataFilter(metadata, query)) return false
continue
}
// Handle field queries
const value = getNestedValue(metadata, key)
if (!matchesQuery(value, query)) {
return false
}
}
return true
}
/**
* Calculate metadata boost score
*/
export function calculateMetadataScore(
metadata: any,
filter: MetadataFilter,
scoring?: MetadataFilterOptions['scoring']
): number {
if (!scoring || !scoring.metadataBoosts) {
return 0
}
let score = 0
for (const [field, boost] of Object.entries(scoring.metadataBoosts)) {
const value = getNestedValue(metadata, field)
if (typeof boost === 'function') {
score += boost(value, filter)
} else if (value !== undefined) {
// Check if the field matches the filter
const fieldFilter = filter[field]
if (fieldFilter && matchesQuery(value, fieldFilter)) {
score += boost
}
}
}
return score
}
/**
* Apply compound scoring to search results
*/
export function applyCompoundScoring<T>(
results: SearchResult<T>[],
filter: MetadataFilter,
scoring?: MetadataFilterOptions['scoring']
): SearchResult<T>[] {
if (!scoring || (!scoring.vectorWeight && !scoring.metadataWeight)) {
return results
}
const vectorWeight = scoring.vectorWeight ?? 1.0
const metadataWeight = scoring.metadataWeight ?? 0.0
return results.map(result => {
const metadataScore = calculateMetadataScore(result.metadata, filter, scoring)
const combinedScore = (result.score * vectorWeight) + (metadataScore * metadataWeight)
return {
...result,
score: combinedScore
}
}).sort((a, b) => b.score - a.score) // Re-sort by combined score
}
/**
* Filter search results by metadata
*/
export function filterSearchResultsByMetadata<T>(
results: SearchResult<T>[],
filter: MetadataFilter
): SearchResult<T>[] {
if (!filter || Object.keys(filter).length === 0) {
return results
}
return results.filter(result =>
matchesMetadataFilter(result.metadata, filter)
)
}
/**
* Filter nouns by metadata before search
* v4.0.0: Takes HNSWNounWithMetadata which includes metadata field
*/
export function filterNounsByMetadata(
nouns: HNSWNounWithMetadata[],
filter: MetadataFilter
): HNSWNounWithMetadata[] {
if (!filter || Object.keys(filter).length === 0) {
return nouns
}
return nouns.filter(noun =>
matchesMetadataFilter(noun.metadata, filter)
)
}
/**
* Aggregate search results for faceted search
*/
export interface FacetConfig {
field: string
limit?: number
}
export interface FacetResult {
[value: string]: number
}
export interface AggregationResult<T> {
results: SearchResult<T>[]
facets: Record<string, FacetResult>
}
export function aggregateSearchResults<T>(
results: SearchResult<T>[],
facets: Record<string, FacetConfig>
): AggregationResult<T> {
const facetResults: Record<string, FacetResult> = {}
for (const [facetName, config] of Object.entries(facets)) {
const counts: Record<string, number> = {}
for (const result of results) {
const value = getNestedValue(result.metadata, config.field)
if (value !== undefined) {
const key = String(value)
counts[key] = (counts[key] || 0) + 1
}
}
// Sort by count and apply limit
const sorted = Object.entries(counts)
.sort((a, b) => b[1] - a[1])
.slice(0, config.limit || 10)
facetResults[facetName] = Object.fromEntries(sorted)
}
return {
results,
facets: facetResults
}
}