Files
AI-Studio/app/MindWork AI Studio/Tools/Services/DataSourceEmbeddingService.cs
T
Thorsten Sommer c4400c0ff6
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Added mailboxes as local data sources (#1022)
2026-10-04 12:26:26 +02:00

1178 lines
55 KiB
C#

using System.Collections.Concurrent;
using System.Diagnostics.CodeAnalysis;
using System.Threading.Channels;
using AIStudio.Provider;
using AIStudio.Settings;
using AIStudio.Settings.DataModel;
using AIStudio.Tools.Databases;
using AIStudio.Tools.Databases.IndexStore;
using AIStudio.Tools.Databases.VectorStore;
using AIStudio.Tools.PluginSystem;
using AIStudio.Tools.Security;
using AIStudio.Tools.Services.Indexing;
using static AIStudio.Tools.Services.Indexing.IndexingLogFormat;
namespace AIStudio.Tools.Services;
public sealed partial class DataSourceEmbeddingService(SettingsManager settingsManager, RustService rustService, DatabaseClientProvider databaseClientProvider,
PromptInjectionGuardService guardService, ILogger<DataSourceEmbeddingService> logger) : BackgroundService
{
/// <summary>
/// How long the re-index check waits for the index database before it gives up.
/// </summary>
/// <remarks>
/// Asked while somebody waits for the data source selection to open, and possibly while a run
/// writes to the same database.
/// </remarks>
private static readonly TimeSpan REINDEX_CHECK_TIMEOUT = TimeSpan.FromSeconds(2);
/// <summary>
/// One indexer per kind of data source this service indexes.
/// </summary>
private readonly IReadOnlyList<IIndexedSourceIndexer> indexers = CreateIndexers(settingsManager, rustService, guardService, logger);
private readonly Channel<DataSourceEmbeddingQueueItem> queue = Channel.CreateUnbounded<DataSourceEmbeddingQueueItem>();
private readonly ConcurrentDictionary<string, byte> queuedIds = new(StringComparer.OrdinalIgnoreCase);
private readonly ConcurrentDictionary<string, byte> runningIds = new(StringComparer.OrdinalIgnoreCase);
private readonly ConcurrentDictionary<string, DataSourceEmbeddingRefreshMode> pendingRefreshModes = new(StringComparer.OrdinalIgnoreCase);
private readonly ConcurrentDictionary<string, DataSourceRunControl> activeRuns = new(StringComparer.OrdinalIgnoreCase);
private readonly ConcurrentDictionary<string, DataSourceEmbeddingStatus> statuses = new(StringComparer.OrdinalIgnoreCase);
private readonly object queueStateLock = new();
private int startupHashCheckStarted;
private int startupHashCheckCompleted;
private static string TB(string fallbackEN) => I18N.I.T(fallbackEN, typeof(DataSourceEmbeddingService).Namespace, nameof(DataSourceEmbeddingService));
private enum DataSourceQueueRequestResult
{
QUEUED,
ALREADY_QUEUED,
RUNNING,
RUNNING_MARKED_PENDING,
}
private sealed record DataSourceEmbeddingQueueItem(string DataSourceId, DataSourceEmbeddingRefreshMode RefreshMode);
private sealed record DataSourceRunControl(CancellationTokenSource TokenSource, TaskCompletionSource<object?> Completion);
/// <summary>
/// Creates one indexer per kind of data source, all of them cutting their text with the same chunker.
/// </summary>
private static IReadOnlyList<IIndexedSourceIndexer> CreateIndexers(SettingsManager settingsManager, RustService rustService, PromptInjectionGuardService guardService, ILogger logger)
{
var textChunker = new TextChunker(rustService, logger);
return
[
new FileSourceIndexer(settingsManager, rustService, guardService, textChunker, logger),
new MailboxIndexer(settingsManager, rustService, guardService, textChunker, logger),
];
}
public IReadOnlyList<DataSourceEmbeddingStatus> GetStatuses()
{
return this.statuses.Values
.OrderBy(status => status.SortOrder)
.ThenBy(status => status.DataSourceName, StringComparer.OrdinalIgnoreCase)
.ToList();
}
public DataSourceEmbeddingOverview GetOverview()
{
var orderedStatuses = this.GetStatuses();
var activeStatus = orderedStatuses
.FirstOrDefault(status => status.State is DataSourceEmbeddingState.QUEUED or DataSourceEmbeddingState.RUNNING);
if (activeStatus is not null)
{
var total = Math.Max(activeStatus.TotalDocuments, 1);
return new(
activeStatus.State,
activeStatus.IndexedDocuments,
total,
activeStatus.FailedDocuments);
}
var failedStatus = orderedStatuses
.FirstOrDefault(status => status.State is DataSourceEmbeddingState.FAILED || status.FailedDocuments > 0);
if (failedStatus is not null)
return new(DataSourceEmbeddingState.FAILED, failedStatus.IndexedDocuments, failedStatus.TotalDocuments, failedStatus.FailedDocuments);
return new(DataSourceEmbeddingState.COMPLETED, 0, 0, 0);
}
public Task QueueAllInternalDataSourcesAsync()
{
return this.QueueAllInternalDataSourcesAsync(true);
}
private Task QueueAllInternalDataSourcesAsync(bool queueAfterCurrentRun)
{
this.RefreshWatchers();
var supportedDataSources = this.GetConfiguredIndexedSources();
logger.LogInformation(
"Queueing {DataSourceCount} supported internal data source(s) for background embedding hash checks. QueueAfterCurrentRun={QueueAfterCurrentRun}.",
supportedDataSources.Count,
queueAfterCurrentRun);
var tasks = supportedDataSources.Select(dataSource => this.QueueDataSourceAsync(dataSource, queueAfterCurrentRun, DataSourceEmbeddingRefreshMode.HASH_CHECK));
return Task.WhenAll(tasks);
}
public Task QueueAllInternalDataSourcesIfAutomaticRefreshAsync()
{
if (!settingsManager.ConfigurationData.App.DataSourceIndexing.AutomaticRefresh)
{
this.RefreshWatchers();
return Task.CompletedTask;
}
logger.LogDebug("Automatic startup embedding hash check is handled by the background service. Ignoring duplicate startup queue request.");
return Task.CompletedTask;
}
public void RefreshAutomaticWatchers()
{
if (!settingsManager.ConfigurationData.App.DataSourceIndexing.AutomaticRefresh)
{
Volatile.Write(ref this.startupHashCheckCompleted, 0);
Interlocked.Exchange(ref this.startupHashCheckStarted, 0);
this.RemoveAllWatchers();
return;
}
if (Volatile.Read(ref this.startupHashCheckCompleted) == 0)
{
_ = Task.Run(async () =>
{
try
{
await this.RunInitialDataSourceHashCheckAsync(CancellationToken.None);
}
catch (Exception exception)
{
logger.LogWarning(exception, "Failed to run the initial data source hash check after automatic refresh was enabled.");
}
});
return;
}
this.RefreshWatchers();
}
public bool CanRefreshDataSource(IDataSourceBase dataSource)
{
return this.IsSupportedIndexedSource(dataSource);
}
public bool CanRefreshDataSource(string dataSourceId)
{
return this.TryGetConfiguredIndexedSource(dataSourceId, out _);
}
/// <summary>
/// Whether the file or folder a data source reads must stay as it is.
/// </summary>
/// <remarks>
/// Locked as soon as the index holds anything, because where a data source reads from is what it
/// is: another folder is another data source, and the path reaches no signature, so swapping it
/// would leave the stored index describing documents nobody points at any more.
///
/// The embedding provider used to be locked along with it and no longer is. It does reach the
/// signature, so changing it rebuilds the index cleanly -- and DataSourceReindexWarning asks
/// before it does. Locking it as well left a data source whose provider was deleted stuck on
/// keyword search for good, with no way back.
///
/// Unclear counts as locked: an unavailable index database says nothing about what is stored.
/// </remarks>
/// <param name="dataSourceId">The data source to ask about.</param>
/// <param name="token">The cancellation token.</param>
/// <returns>True when the source must not be changed.</returns>
public async Task<bool> ShouldLockDataSourceOriginAsync(string dataSourceId, CancellationToken token = default)
{
var indexStore = await databaseClientProvider.GetIndexStoreAsync(token);
if (!indexStore.IsAvailable)
{
logger.LogWarning("Locking the source of data source '{DataSourceId}' because the local RAG index database '{DatabaseName}' is unavailable.", dataSourceId, indexStore.Name);
return true;
}
var indexState = await indexStore.GetDataSourceStateAsync(dataSourceId, token);
return HasStoredIndexState(indexState);
}
/// <summary>
/// Whether the index holds anything at all about a data source.
/// </summary>
/// <remarks>
/// The row of the data source is the whole answer. Everything else the index stores about it --
/// its documents, their chunks and the documents skipped for good -- hangs on that row and is
/// deleted along with it, and the row itself is only ever written together with the embedding
/// provider and the signature. Reading the documents as well, the way the manifest does, would
/// add nothing but time, and a lot of it for a data source with a hundred thousand documents.
///
/// A data source whose documents were all skipped for good therefore has index state as well,
/// even though nothing was indexed of it.
/// </remarks>
/// <param name="indexState">What the index store holds about the data source as a whole, or null.</param>
/// <returns>True when there is stored index state.</returns>
private static bool HasStoredIndexState(DataSourceIndexState? indexState) => indexState is not null;
/// <summary>
/// Picks the data sources which already hold something in the index.
/// </summary>
/// <remarks>
/// Asked before a setting is saved which would throw those indexes away, so the question can be
/// put to the user with the names in it. Anything unclear counts as holding something — the
/// opposite of IsAwaitingReindexAsync, and for the opposite reason: there, a wrongly greyed-out
/// row would stay wrong for good, while a question asked once too often costs a click, and one
/// skipped costs whatever a cloud provider charges for embedding everything again.
/// </remarks>
/// <param name="dataSources">The data sources to ask about.</param>
/// <param name="token">The cancellation token.</param>
/// <returns>Those of them which have stored index state.</returns>
public async Task<IReadOnlyList<IDataSourceBase>> GetDataSourcesWithStoredIndexAsync(IReadOnlyCollection<IDataSourceBase> dataSources, CancellationToken token = default)
{
//
// Filtering first also keeps the index database from being created while local RAG is off:
// asking for the store runs its migrations on the first call, which must not happen because
// somebody opened a dialog.
//
var candidates = dataSources.Where(this.IsSupportedIndexedSource).ToList();
if (candidates.Count == 0)
return [];
try
{
using var timeout = CancellationTokenSource.CreateLinkedTokenSource(token);
timeout.CancelAfter(REINDEX_CHECK_TIMEOUT);
var indexStore = await databaseClientProvider.GetIndexStoreAsync(timeout.Token);
if (!indexStore.IsAvailable)
{
logger.LogWarning("Could not tell which data sources hold a stored index because the local RAG index database '{DatabaseName}' is unavailable. Treating all {DataSourceCount} of them as affected.", indexStore.Name, candidates.Count);
return candidates;
}
var affected = new List<IDataSourceBase>(candidates.Count);
foreach (var dataSource in candidates)
{
var indexState = await indexStore.GetDataSourceStateAsync(dataSource.Id, timeout.Token);
if (HasStoredIndexState(indexState))
affected.Add(dataSource);
}
return affected;
}
catch (Exception exception)
{
logger.LogWarning(exception, "Could not tell which of {DataSourceCount} data source(s) hold a stored index. Treating all of them as affected.", candidates.Count);
return candidates;
}
}
/// <summary>
/// Whether a data source cannot answer a search right now because its index has to be built anew.
/// </summary>
/// <remarks>
/// Says nothing about a data source which is only catching up with a handful of changed files:
/// everything indexed before is still there and still searchable. What this catches is the case
/// where the whole index was thrown away, or is about to be, because the embedding configuration
/// changed under it. Between discarding the old vectors and finishing the new ones, the data
/// source looks perfectly fine and finds nothing.
///
/// Two things are asked, in this order. The stored signature tells whether the vectors still
/// belong to the current configuration; it is written back right after the reset, so on its own
/// it would call a rebuild in progress finished. The stored hash of the data source closes that
/// gap: it survives an ordinary run but not a reset, so an empty one means no run has completed
/// since the index was discarded.
///
/// Anything unclear counts as not waiting. Whoever asks does so to grey out a row, and a data
/// source wrongly greyed out for good is worse than one which turns out to have nothing to say.
/// </remarks>
/// <param name="dataSource">The data source to ask about.</param>
/// <param name="token">The cancellation token.</param>
/// <returns>True when the data source is waiting for its index to be rebuilt.</returns>
public async Task<bool> IsAwaitingReindexAsync(IDataSourceBase dataSource, CancellationToken token = default)
{
//
// This guard also keeps the index database out of the picture while local RAG is switched
// off: asking for the store creates the database and runs its migrations on the first call,
// which must not happen because somebody opened the data source selection.
//
if (!this.IsSupportedIndexedSource(dataSource))
return false;
if (!this.TryResolveEmbeddingProvider(dataSource, out var embeddingProvider))
return false;
try
{
//
// A timeout of its own: this runs while the user waits for a popover to open, and the
// embedding service may be writing to the same database at the time.
//
using var timeout = CancellationTokenSource.CreateLinkedTokenSource(token);
timeout.CancelAfter(REINDEX_CHECK_TIMEOUT);
var indexStore = await databaseClientProvider.GetIndexStoreAsync(timeout.Token);
if (!indexStore.IsAvailable)
return false;
var indexState = await indexStore.GetDataSourceStateAsync(dataSource.Id, timeout.Token);
var chunkingOptions = GetChunkingOptions(dataSource, embeddingProvider);
var embeddingSignature = BuildEmbeddingSignature(dataSource, embeddingProvider, chunkingOptions);
var runState = this.statuses.TryGetValue(dataSource.Id, out var status) ? status.State : (DataSourceEmbeddingState?)null;
return IsIndexAwaitingRebuild(indexState, embeddingSignature, runState);
}
catch (Exception exception)
{
logger.LogWarning(exception, "Could not tell whether data source '{DataSourceName}' ({DataSourceId}) is waiting for a re-index. Treating it as usable.", dataSource.Name, dataSource.Id);
return false;
}
}
/// <summary>
/// Decides from the stored index state alone whether a data source has to be indexed anew.
/// </summary>
/// <remarks>
/// Kept apart from reading the database so the decision itself can be pinned down in a test.
/// The order of the three questions is what makes it correct, see IsAwaitingReindexAsync.
/// </remarks>
/// <param name="indexState">What the index holds about the data source, or null when it holds nothing.</param>
/// <param name="currentEmbeddingSignature">The signature the current embedding configuration produces.</param>
/// <param name="runState">The state of this data source's last or current run, when one is known.</param>
/// <returns>True when the data source is waiting for its index to be rebuilt.</returns>
internal static bool IsIndexAwaitingRebuild(DataSourceIndexState? indexState, string currentEmbeddingSignature, DataSourceEmbeddingState? runState)
{
// Nothing stored at all: this data source has never been indexed, so there is nothing to
// search in it yet.
if (indexState is null)
return true;
// The stored vectors belong to another embedding configuration. They will be thrown away
// as soon as the next run starts, and they are of no use before that either.
if (!string.Equals(indexState.EmbeddingSignature, currentEmbeddingSignature, StringComparison.Ordinal))
return true;
// A run has worked through the whole data source since the index was last discarded.
if (!string.IsNullOrWhiteSpace(indexState.SourceHash))
return false;
//
// The index was discarded and nothing has finished since. A failed run is the exception:
// whatever it managed to index is searchable, and the embeddings page already names the
// problem, so there is nothing to be gained from locking the row as well.
//
return runState is not DataSourceEmbeddingState.FAILED;
}
/// <summary>
/// Whether a data source cannot be searched because its vector store cannot be read anymore.
/// </summary>
/// <remarks>
/// Unlike the re-index check above, this reads no database at all: the state comes from the run
/// or the search which ran into the unreadable store, and is kept in memory only. That it does
/// not survive a restart is deliberate. The very same store may well open on the next start,
/// and a mark written to disk would then be wrong with nobody noticing. Until something touches
/// the store again, the data source counts as usable, and a failing search says so on its own.
/// </remarks>
/// <param name="dataSource">The data source to ask about.</param>
/// <returns>True when the data source waits for the user to have its index rebuilt.</returns>
public bool NeedsIndexRepair(IDataSourceBase dataSource) =>
this.statuses.TryGetValue(dataSource.Id, out var status) &&
status is { State: DataSourceEmbeddingState.FAILED, VectorStoreUnreadable: true };
public Task QueueDataSourceAsync(IDataSourceBase dataSource)
{
return this.QueueDataSourceAsync(dataSource, true, DataSourceEmbeddingRefreshMode.HASH_CHECK);
}
public Task QueueDataSourceAsync(string dataSourceId)
{
return this.TryGetConfiguredIndexedSource(dataSourceId, out var dataSource)
? this.QueueDataSourceAsync(dataSource)
: Task.CompletedTask;
}
public Task RetryDataSourceAsync(string dataSourceId)
{
return this.TryGetConfiguredIndexedSource(dataSourceId, out var dataSource)
? this.QueueDataSourceAsync(dataSource, true, DataSourceEmbeddingRefreshMode.MANUAL_RETRY)
: Task.CompletedTask;
}
private async Task QueueDataSourceAsync(IDataSourceBase dataSource, bool queueAfterCurrentRun, DataSourceEmbeddingRefreshMode refreshMode)
{
if (!this.IsSupportedIndexedSource(dataSource))
return;
this.RefreshWatchers();
logger.LogDebug("Refreshed watcher state for data source '{DataSourceName}' ({DataSourceId}).", dataSource.Name, dataSource.Id);
var queueRequestResult = this.TryReserveDataSourceQueueSlot(dataSource.Id, queueAfterCurrentRun, refreshMode);
switch (queueRequestResult)
{
case DataSourceQueueRequestResult.ALREADY_QUEUED:
logger.LogDebug("Data source '{DataSourceName}' ({DataSourceId}) is already queued for background embeddings. Ignoring duplicate queue request.", dataSource.Name, dataSource.Id);
return;
case DataSourceQueueRequestResult.RUNNING:
logger.LogDebug("Data source '{DataSourceName}' ({DataSourceId}) is already being embedded. Ignoring duplicate queue request.", dataSource.Name, dataSource.Id);
return;
case DataSourceQueueRequestResult.RUNNING_MARKED_PENDING:
logger.LogDebug("Data source '{DataSourceName}' ({DataSourceId}) is already being embedded. Scheduled one follow-up embedding run.", dataSource.Name, dataSource.Id);
return;
}
logger.LogInformation(
"Queueing data source '{DataSourceName}' ({DataSourceId}) for background embedding hash check. RefreshMode={RefreshMode}.",
dataSource.Name,
dataSource.Id,
refreshMode);
if (!this.statuses.TryGetValue(dataSource.Id, out var currentStatus) || currentStatus.State is not DataSourceEmbeddingState.RUNNING)
{
this.UpsertStatus(this.CreateStatus(
dataSource,
DataSourceEmbeddingState.QUEUED,
currentStatus?.TotalDocuments ?? 0,
currentStatus?.IndexedDocuments ?? 0,
currentStatus?.FailedDocuments ?? 0,
failures: currentStatus?.Failures ?? [],
lastSyncUtc: currentStatus?.LastSyncUtc));
}
logger.LogDebug("Upserting status for data source '{DataSourceName}' ({DataSourceId}).", dataSource.Name, dataSource.Id);
await this.queue.Writer.WriteAsync(new DataSourceEmbeddingQueueItem(dataSource.Id, refreshMode));
logger.LogDebug("Queued data source '{DataSourceName}' ({DataSourceId}).", dataSource.Name, dataSource.Id);
}
public async Task RemoveDataSourceAsync(IDataSourceBase dataSource)
{
if (!this.IsSupportedIndexedSource(dataSource))
return;
this.RemoveWatcher(dataSource.Id);
var activeRun = this.CancelActiveDataSourceRun(dataSource);
this.ClearQueuedDataSourceState(dataSource.Id);
this.statuses.TryRemove(dataSource.Id, out _);
if (activeRun is not null)
{
logger.LogInformation(
"Waiting for the active embedding run for deleted data source '{DataSourceName}' ({DataSourceId}) to stop before deleting persisted embeddings.",
dataSource.Name,
dataSource.Id);
await activeRun.Completion.Task;
}
this.statuses.TryRemove(dataSource.Id, out _);
await this.ResetPersistedStateAsync(dataSource.Id, null, null, CancellationToken.None);
this.statuses.TryRemove(dataSource.Id, out _);
PublishStatusChanged();
}
protected override async Task ExecuteAsync(CancellationToken stoppingToken)
{
await this.WaitForInitialSettingsAndBootstrapAsync(stoppingToken);
while (!stoppingToken.IsCancellationRequested)
{
var queueItem = await this.queue.Reader.ReadAsync(stoppingToken);
var dataSourceId = queueItem.DataSourceId;
this.MarkDataSourceRunStarted(dataSourceId);
IIndexedDataSource? dataSource = null;
try
{
if (!this.TryGetConfiguredIndexedSource(dataSourceId, out dataSource))
continue;
await this.ProcessDataSourceRunAsync(dataSource, queueItem.RefreshMode, stoppingToken);
}
catch (OperationCanceledException) when (stoppingToken.IsCancellationRequested)
{
break;
}
catch (VectorStoreUnreadableException exception) when (dataSource is not null)
{
//
// Nothing is deleted and nothing is rebuilt here. The data source says what is
// wrong with it, stays out of the selection while it says so, and waits for the
// user to ask for the repair.
//
logger.LogError(
exception,
"The vector store of data source '{DataSourceName}' ({DataSourceId}) cannot be read. The data source is waiting for a repair.",
dataSource.Name,
dataSource.Id);
this.UpsertStatus(this.GetUnreadableVectorStoreStatus(dataSource));
}
catch (Exception exception)
{
if (dataSource is null)
{
logger.LogError(exception, "Background embedding failed for data source '{DataSourceId}'.", dataSourceId);
}
else
{
logger.LogError(exception, "Background embedding failed for data source '{DataSourceName}' ({DataSourceId}).", dataSource.Name, dataSource.Id);
this.UpsertStatus(this.GetFallbackStatus(dataSource, string.Format(TB("The data source '{0}' could not be processed. The log file holds the details."), dataSource.Name)));
}
}
finally
{
await this.QueuePendingDataSourceRunAsync(dataSourceId, stoppingToken);
}
}
}
public override void Dispose()
{
this.DisposeWatchers();
base.Dispose();
}
private async Task ProcessDataSourceRunAsync(IDataSourceBase requestedDataSource, DataSourceEmbeddingRefreshMode refreshMode, CancellationToken parentToken)
{
if (!this.TryGetConfiguredIndexedSource(requestedDataSource.Id, out var dataSource))
{
logger.LogDebug(
"Skipping embedding run for data source '{DataSourceName}' ({DataSourceId}) because it is no longer configured. RefreshMode={RefreshMode}.",
requestedDataSource.Name,
requestedDataSource.Id,
refreshMode);
return;
}
var runTokenSource = CancellationTokenSource.CreateLinkedTokenSource(parentToken);
var runControl = new DataSourceRunControl(
runTokenSource,
new TaskCompletionSource<object?>(TaskCreationOptions.RunContinuationsAsynchronously));
if (!this.activeRuns.TryAdd(dataSource.Id, runControl))
{
runTokenSource.Dispose();
logger.LogDebug(
"Data source '{DataSourceName}' ({DataSourceId}) already has an active embedding run. Skipping duplicate process request. RefreshMode={RefreshMode}.",
dataSource.Name,
dataSource.Id,
refreshMode);
return;
}
try
{
await this.ProcessDataSourceAsync(dataSource, refreshMode, runTokenSource.Token);
}
catch (OperationCanceledException) when (!parentToken.IsCancellationRequested && runTokenSource.IsCancellationRequested)
{
logger.LogInformation(
"Stopped background embeddings for data source '{DataSourceName}' ({DataSourceId}) because the data source was removed or canceled. RefreshMode={RefreshMode}.",
dataSource.Name,
dataSource.Id,
refreshMode);
}
finally
{
this.activeRuns.TryRemove(dataSource.Id, out _);
runControl.Completion.TrySetResult(null);
runTokenSource.Dispose();
}
}
/// <summary>
/// Works out everything an indexing run needs, before anything is read from the data source.
/// </summary>
/// <remarks>
/// The same for every kind of data source: both stores have to be there, the embedding provider
/// has to exist and meet the confidence level the data source asks for, and the stored manifest
/// has to belong to the current embedding configuration -- otherwise it is discarded here. When
/// any of this fails, the status of the data source says why, and there is no run.
/// </remarks>
/// <param name="dataSource">The data source to index.</param>
/// <param name="refreshMode">Why the run was started, for the log.</param>
/// <param name="token">The cancellation token.</param>
/// <returns>The context of the run, or null when there is no run.</returns>
private async Task<IndexedRunContext?> PrepareIndexedRunAsync(IIndexedDataSource dataSource, DataSourceEmbeddingRefreshMode refreshMode, CancellationToken token)
{
logger.LogInformation(
"Starting background embedding hash check for data source '{DataSourceName}' ({DataSourceId}). RefreshMode={RefreshMode}.",
dataSource.Name,
dataSource.Id,
refreshMode);
token.ThrowIfCancellationRequested();
var vectorStore = await databaseClientProvider.GetVectorStoreAsync(token);
var indexStore = await databaseClientProvider.GetIndexStoreAsync(token);
token.ThrowIfCancellationRequested();
if (!vectorStore.IsAvailable)
{
logger.LogWarning(
"Skipping background embeddings for data source '{DataSourceName}' ({DataSourceId}) because the database client '{DatabaseName}' is unavailable.",
dataSource.Name,
dataSource.Id,
vectorStore.Name);
token.ThrowIfCancellationRequested();
this.UpsertStatus(this.GetFallbackStatus(dataSource, TB("The vector database is not available.")));
return null;
}
if (!indexStore.IsAvailable)
{
logger.LogWarning(
"Skipping background embeddings for data source '{DataSourceName}' ({DataSourceId}) because the database client '{DatabaseName}' is unavailable.",
dataSource.Name,
dataSource.Id,
indexStore.Name);
token.ThrowIfCancellationRequested();
this.UpsertStatus(this.GetFallbackStatus(dataSource, TB("The local RAG index database is not available.")));
return null;
}
var collectionName = DataSourceEmbeddingNames.GetCollectionName(dataSource.Id);
var persistedState = await indexStore.GetDataSourceStateAsync(dataSource.Id, token);
if (persistedState is { VectorSize: > 0 })
{
var ensureResult = await vectorStore.EnsureVectorStoreExists(collectionName, dataSource.Name, persistedState.VectorSize, token);
if (ensureResult.Created)
{
logger.LogWarning(
"Vector store '{CollectionName}' for data source '{DataSourceName}' ({DataSourceId}) was missing although persisted embedding state exists. Resetting the stale state so all vectors are rebuilt.",
collectionName,
dataSource.Name,
dataSource.Id);
await this.ResetPersistedStateAsync(dataSource.Id, vectorStore, indexStore, token);
}
}
if (!this.TryResolveEmbeddingProvider(dataSource, out var embeddingProvider))
{
token.ThrowIfCancellationRequested();
this.UpsertStatus(this.GetFallbackStatus(dataSource, TB("The selected embedding provider is not available. Please check it in the settings.")));
return null;
}
if (!AllowsEmbedding(dataSource, embeddingProvider.GetConfidenceLevel(settingsManager)))
{
var errorMessage = dataSource is DataSourceMailbox && !dataSource.ConfidenceLevel.IsAllowedMailboxConfidence()
? TB("The mailbox has no valid confidence level, so no provider may read it. Please choose one in the settings of the mailbox.")
: string.Format(TB("The selected embedding provider is not allowed to index this data source. The data source asks for the confidence level '{0}', while the embedding provider has '{1}'."), dataSource.ConfidenceLevel.GetName(), embeddingProvider.GetConfidenceLevel(settingsManager).GetName());
logger.LogWarning(
"Skipping background embeddings for data source '{DataSourceName}' ({DataSourceId}) because embedding provider '{EmbeddingProviderName}' ({EmbeddingProviderId}) does not meet the required confidence. RequiredConfidence={RequiredConfidence}, EmbeddingProviderConfidence={EmbeddingProviderConfidence}.",
dataSource.Name,
dataSource.Id,
embeddingProvider.Name,
embeddingProvider.Id,
dataSource.ConfidenceLevel.GetName(),
embeddingProvider.GetConfidenceLevel(settingsManager).GetName());
token.ThrowIfCancellationRequested();
this.UpsertStatus(this.GetFallbackStatus(dataSource, errorMessage));
return null;
}
logger.LogInformation(
"Using embedding provider '{EmbeddingProviderId}' with model '{EmbeddingModelId}' for data source '{DataSourceName}' ({DataSourceId}).",
embeddingProvider.Id,
embeddingProvider.Model.Id,
dataSource.Name,
dataSource.Id);
var manifest = await this.EnsureCompatibleManifestAsync(dataSource, embeddingProvider, collectionName, vectorStore, indexStore, token);
token.ThrowIfCancellationRequested();
return new IndexedRunContext(dataSource, embeddingProvider, embeddingProvider.CreateProvider(), vectorStore, indexStore, manifest, settingsManager, this.UpsertStatus, logger);
}
private async Task ProcessDataSourceAsync(IIndexedDataSource dataSource, DataSourceEmbeddingRefreshMode refreshMode, CancellationToken token)
{
if (!this.TryGetIndexer(dataSource, out var indexer))
{
logger.LogWarning(
"Skipping background embeddings for data source '{DataSourceName}' ({DataSourceId}) because no indexer reads this kind of data source.",
dataSource.Name,
dataSource.Id);
return;
}
var context = await this.PrepareIndexedRunAsync(dataSource, refreshMode, token);
if (context is null)
return;
//
// Queued behind whatever else waits, so a data source which takes hours gives the others
// their turn. While this run is still active, that is the follow-up run every request
// during a run leaves behind. Should the user ask for a run of their own in the meantime,
// theirs comes first, and carries on just the same.
//
if (await indexer.ProcessAsync(context, refreshMode, token) is IndexedRunOutcome.MORE_TO_DO)
await this.QueueDataSourceAsync(dataSource, true, DataSourceEmbeddingRefreshMode.CONTINUATION);
}
private async Task DeleteCollectionAsync(string collectionName, VectorStoreClient? vectorStore, CancellationToken token)
{
vectorStore ??= await databaseClientProvider.GetVectorStoreAsync(token);
if (!vectorStore.IsAvailable)
{
logger.LogWarning("Could not delete embedding collection '{CollectionName}' because the vector store '{VectorStoreName}' is unavailable.", collectionName, vectorStore.Name);
return;
}
await vectorStore.DeleteVectorStore(collectionName, token);
}
private async Task WaitForInitialSettingsAndBootstrapAsync(CancellationToken token)
{
while (!token.IsCancellationRequested)
{
if (settingsManager.HasCompletedInitialSettingsLoad
&& !string.IsNullOrWhiteSpace(SettingsManager.ConfigDirectory)
&& !string.IsNullOrWhiteSpace(SettingsManager.DataDirectory))
{
break;
}
await Task.Delay(250, token);
}
token.ThrowIfCancellationRequested();
// Before the first run: from then on, a sync may be writing an attachment there.
MailAttachmentFiles.DeleteLeftovers(logger);
await this.DeleteOrphanedMailboxIndexesAsync(token);
logger.LogInformation("Embedding background service is ready. Running the initial persisted hash check before activating file watchers.");
await this.RunInitialDataSourceHashCheckAsync(token);
}
private async Task RunInitialDataSourceHashCheckAsync(CancellationToken token)
{
if (!settingsManager.ConfigurationData.App.DataSourceIndexing.AutomaticRefresh)
{
logger.LogInformation("Automatic local data source refresh is disabled. Startup hash checks and file watchers are disabled.");
this.RemoveAllWatchers();
return;
}
if (Interlocked.Exchange(ref this.startupHashCheckStarted, 1) == 1)
return;
this.RemoveAllWatchers();
var supportedDataSources = this.GetConfiguredIndexedSources();
logger.LogInformation(
"Starting initial persisted hash check for {DataSourceCount} supported internal data source(s). Incomplete or failed local RAG embedding state will be retried during this pass. File watchers will be activated after this check completes.",
supportedDataSources.Count);
//
// Every data source gets its row before the first run starts. This pass works through them
// one after the other, and re-indexing a large source takes its time: without this, the
// embeddings page would show the one source being worked on and nothing else, which reads
// as if the others were gone rather than waiting their turn. The queueing path does the
// same thing when it reserves a slot, which is why it never had this problem.
//
foreach (var dataSource in supportedDataSources)
{
if (this.statuses.TryGetValue(dataSource.Id, out var knownStatus) && knownStatus.State is DataSourceEmbeddingState.RUNNING)
continue;
this.statuses[dataSource.Id] = this.CreateStatus(
dataSource,
DataSourceEmbeddingState.QUEUED,
knownStatus?.TotalDocuments ?? 0,
knownStatus?.IndexedDocuments ?? 0,
knownStatus?.FailedDocuments ?? 0,
failures: knownStatus?.Failures ?? [],
permanentlySkippedDocuments: knownStatus?.PermanentlySkippedDocuments ?? 0,
lastSyncUtc: knownStatus?.LastSyncUtc);
}
// One message for the whole list, rather than one per data source:
PublishStatusChanged();
foreach (var dataSource in supportedDataSources)
{
token.ThrowIfCancellationRequested();
try
{
await this.ProcessDataSourceRunAsync(dataSource, DataSourceEmbeddingRefreshMode.STARTUP_HASH_CHECK, token);
}
catch (OperationCanceledException) when (token.IsCancellationRequested)
{
throw;
}
catch (VectorStoreUnreadableException exception)
{
logger.LogError(
exception,
"The vector store of data source '{DataSourceName}' ({DataSourceId}) cannot be read. The data source is waiting for a repair.",
dataSource.Name,
dataSource.Id);
this.UpsertStatus(this.GetUnreadableVectorStoreStatus(dataSource));
}
catch (Exception exception)
{
logger.LogError(exception, "Initial embedding hash check failed for data source '{DataSourceName}' ({DataSourceId}).", dataSource.Name, dataSource.Id);
this.UpsertStatus(this.GetFallbackStatus(dataSource, string.Format(TB("The data source '{0}' could not be processed. The log file holds the details."), dataSource.Name)));
}
}
if (!settingsManager.ConfigurationData.App.DataSourceIndexing.AutomaticRefresh)
{
Volatile.Write(ref this.startupHashCheckCompleted, 0);
Interlocked.Exchange(ref this.startupHashCheckStarted, 0);
logger.LogInformation("Automatic local data source refresh was disabled before the initial hash check completed. File watchers remain inactive.");
this.RemoveAllWatchers();
return;
}
Volatile.Write(ref this.startupHashCheckCompleted, 1);
logger.LogInformation("Completed initial persisted hash check. Activating file watchers for automatic local data source refresh.");
this.RefreshWatchers();
}
private bool IsSupportedIndexedSource(IDataSourceBase dataSource)
{
//
// Local RAG is a preview feature, so nothing here may run while it is switched off. This is
// the one place to decide that: every path which scans files, starts a watcher, creates the
// index database or sends text to an embedding provider asks this question first.
//
// Checking the feature instead of relying on "no data sources configured" also covers the
// case where somebody enabled the feature, configured local data sources, and switched the
// feature off again. Their data sources stay in the settings, and without this check the
// service would keep indexing them.
//
if (!PreviewFeatures.PRE_RAG_2024.IsEnabled(settingsManager))
return false;
// Mailboxes are a preview of their own, on top of local RAG:
if (dataSource is DataSourceMailbox && !PreviewFeatures.PRE_MAILBOXES_2026.IsEnabled(settingsManager))
return false;
return this.TryGetIndexer(dataSource, out _);
}
/// <summary>
/// Whether an embedding provider of the given confidence level may read a data source.
/// </summary>
/// <remarks>
/// A mailbox is stricter than the other data sources: without a level of its own, it is closed
/// to every provider rather than open to all, cf. AllowsMailboxConfidenceLevel.
/// </remarks>
/// <param name="dataSource">The data source to index.</param>
/// <param name="embeddingProviderConfidence">The confidence level of the embedding provider.</param>
/// <returns>True when the provider may embed the content of the data source.</returns>
internal static bool AllowsEmbedding(IIndexedDataSource dataSource, ConfidenceLevel embeddingProviderConfidence) => dataSource is DataSourceMailbox
? embeddingProviderConfidence.AllowsMailboxConfidenceLevel(dataSource.ConfidenceLevel)
: embeddingProviderConfidence.AllowsDataSourceConfidenceLevel(dataSource.ConfidenceLevel);
/// <summary>
/// The configured data sources this service indexes, from every list which holds some.
/// </summary>
/// <remarks>
/// The one place which knows where data sources are kept: in DataSources those which classic
/// RAG and the agents see as well, in Mailboxes those which only the mail tools read. Whatever
/// works through all of them, or looks one up by its id, goes through here.
/// </remarks>
/// <returns>The data sources, those from DataSources first.</returns>
private IReadOnlyList<IIndexedDataSource> GetConfiguredIndexedSources() => settingsManager.ConfigurationData.DataSources
.OfType<IIndexedDataSource>()
.Concat(settingsManager.ConfigurationData.Mailboxes.Select(mailbox => (IIndexedDataSource)mailbox))
.Where(this.IsSupportedIndexedSource)
.ToList();
/// <summary>
/// Finds the indexer which reads a data source.
/// </summary>
/// <param name="dataSource">The data source.</param>
/// <param name="indexer">The indexer, when there is one for this kind of data source.</param>
/// <returns>True when an indexer was found.</returns>
private bool TryGetIndexer(IDataSourceBase dataSource, [NotNullWhen(true)] out IIndexedSourceIndexer? indexer)
{
indexer = this.indexers.FirstOrDefault(candidate => candidate.Supports(dataSource));
return indexer is not null;
}
/// <summary>
/// Finds the configured data source this service indexes under a given id.
/// </summary>
/// <remarks>
/// The one place which looks a data source up by its id. Every run, every follow-up and every
/// request from the UI goes through here, so a data source which is no longer configured, or
/// which this service does not index, is turned away the same way everywhere.
/// </remarks>
/// <param name="dataSourceId">The id of the data source.</param>
/// <param name="dataSource">The data source, when it is configured and indexed by this service.</param>
/// <returns>True when such a data source was found.</returns>
private bool TryGetConfiguredIndexedSource(string dataSourceId, [NotNullWhen(true)] out IIndexedDataSource? dataSource)
{
dataSource = this.GetConfiguredIndexedSources().FirstOrDefault(source => source.Id.Equals(dataSourceId, StringComparison.OrdinalIgnoreCase));
return dataSource is not null;
}
private bool TryResolveEmbeddingProvider(IDataSourceBase dataSource, [NotNullWhen(true)] out EmbeddingProvider? embeddingProvider)
=> DataSourceEmbeddingProviders.TryResolve(settingsManager, dataSource, out embeddingProvider);
private async Task<DataSourceEmbeddingManifest> EnsureCompatibleManifestAsync(
IIndexedDataSource dataSource,
EmbeddingProvider embeddingProvider,
string collectionName,
VectorStoreClient vectorStore,
IndexStoreClient indexStore,
CancellationToken token)
{
var chunkingOptions = GetChunkingOptions(dataSource, embeddingProvider);
var embeddingSignature = BuildEmbeddingSignature(dataSource, embeddingProvider, chunkingOptions);
var manifest = await indexStore.GetManifestAsync(dataSource.Id, token);
logger.LogInformation(
"Loaded persisted local RAG index manifest for data source '{DataSourceName}' ({DataSourceId}). StoredFiles={StoredFiles}, StoredPermanentFailures={StoredPermanentFailures}, StoredSourceHashPrefix={StoredSourceHashPrefix}, StoredSignaturePrefix={StoredSignaturePrefix}, CurrentSignaturePrefix={CurrentSignaturePrefix}.",
dataSource.Name,
dataSource.Id,
manifest.Files.Count,
manifest.PermanentFailures.Count,
ShortHash(manifest.SourceHash),
ShortHash(manifest.EmbeddingSignature),
ShortHash(embeddingSignature));
if (!string.Equals(manifest.EmbeddingSignature, embeddingSignature, StringComparison.Ordinal))
{
logger.LogInformation(
"Embedding configuration changed for data source '{DataSourceName}' ({DataSourceId}). Resetting persisted embedding state and collection '{CollectionName}'.",
dataSource.Name,
dataSource.Id,
collectionName);
logger.LogDebug(
"Embedding signature mismatch for data source '{DataSourceName}' ({DataSourceId}). StoredSignature='{StoredEmbeddingSignature}', CurrentSignature='{CurrentEmbeddingSignature}'.",
dataSource.Name,
dataSource.Id,
manifest.EmbeddingSignature,
embeddingSignature);
await this.ResetPersistedStateAsync(dataSource.Id, vectorStore, indexStore, token);
manifest = await indexStore.GetManifestAsync(dataSource.Id, token);
}
if (!string.Equals(manifest.EmbeddingProviderId, embeddingProvider.Id, StringComparison.OrdinalIgnoreCase) ||
!string.Equals(manifest.EmbeddingSignature, embeddingSignature, StringComparison.Ordinal))
{
manifest.EmbeddingProviderId = embeddingProvider.Id;
manifest.EmbeddingSignature = embeddingSignature;
}
await indexStore.UpsertDataSourceAsync(
dataSource.Id,
dataSource.Type.ToString(),
manifest.EmbeddingProviderId,
manifest.EmbeddingSignature,
manifest.SourceHash,
manifest.VectorSize,
token);
return manifest;
}
private DataSourceEmbeddingStatus CreateStatus(
IDataSourceBase dataSource,
DataSourceEmbeddingState state,
int totalDocuments,
int indexedDocuments,
int failedDocuments,
string currentDocument = "",
string lastError = "",
IReadOnlyList<DataSourceEmbeddingFailure>? failures = null,
int permanentlySkippedDocuments = 0,
int? currentDocumentBlock = null,
int? currentDocumentPage = null,
bool vectorStoreUnreadable = false,
DateTimeOffset? lastSyncUtc = null)
{
return new DataSourceEmbeddingStatus(
dataSource.Id,
dataSource.Name,
dataSource.Type,
state,
totalDocuments,
indexedDocuments,
failedDocuments,
currentDocument,
lastError,
failures?.ToList() ?? [],
permanentlySkippedDocuments,
currentDocumentBlock,
currentDocumentPage,
vectorStoreUnreadable,
LastSyncUtc: lastSyncUtc);
}
private DataSourceEmbeddingStatus GetFallbackStatus(IDataSourceBase dataSource, string errorMessage)
{
return this.CreateStatus(
dataSource,
DataSourceEmbeddingState.FAILED,
0,
0,
1,
lastError: errorMessage,
failures: [new DataSourceEmbeddingFailure(dataSource.Name, errorMessage, DateTimeOffset.UtcNow)]);
}
/// <remarks>
/// Deliberately not the message which came from the runtime: that one names a store name and a
/// path, is written in English for the log file, and says nothing about what happens next. What
/// the user needs to read is what this means for their chats and where the way out is.
/// </remarks>
private DataSourceEmbeddingStatus GetUnreadableVectorStoreStatus(IDataSourceBase dataSource)
{
var errorMessage = string.Format(TB("The index of the data source '{0}' cannot be read anymore. The data source stays out of your chats until its index was built anew. Use the repair action to start that."), dataSource.Name);
return this.CreateStatus(
dataSource,
DataSourceEmbeddingState.FAILED,
0,
0,
1,
lastError: errorMessage,
failures: [new DataSourceEmbeddingFailure(dataSource.Name, errorMessage, DateTimeOffset.UtcNow)],
vectorStoreUnreadable: true);
}
/// <remarks>
/// A request arriving while the data source is being embedded leaves a mark for one follow-up
/// run, and the mark keeps why it was asked for. The first request decides that: any later one
/// only confirms that a follow-up is needed, which it already is.
/// </remarks>
private DataSourceQueueRequestResult TryReserveDataSourceQueueSlot(string dataSourceId, bool queueAfterCurrentRun, DataSourceEmbeddingRefreshMode refreshMode)
{
lock (this.queueStateLock)
{
if (this.runningIds.ContainsKey(dataSourceId))
{
if (queueAfterCurrentRun && this.pendingRefreshModes.TryAdd(dataSourceId, refreshMode))
return DataSourceQueueRequestResult.RUNNING_MARKED_PENDING;
return DataSourceQueueRequestResult.RUNNING;
}
if (!this.queuedIds.TryAdd(dataSourceId, 0))
return DataSourceQueueRequestResult.ALREADY_QUEUED;
return DataSourceQueueRequestResult.QUEUED;
}
}
private void MarkDataSourceRunStarted(string dataSourceId)
{
lock (this.queueStateLock)
{
this.queuedIds.TryRemove(dataSourceId, out _);
this.runningIds.TryAdd(dataSourceId, 0);
}
}
private bool TryCompleteDataSourceRun(string dataSourceId, bool allowPendingRequeue, out DataSourceEmbeddingRefreshMode pendingRefreshMode)
{
lock (this.queueStateLock)
{
this.runningIds.TryRemove(dataSourceId, out _);
if (!this.pendingRefreshModes.TryRemove(dataSourceId, out pendingRefreshMode))
return false;
return allowPendingRequeue && this.queuedIds.TryAdd(dataSourceId, 0);
}
}
private void ReleaseQueuedDataSourceRun(string dataSourceId)
{
lock (this.queueStateLock)
{
this.queuedIds.TryRemove(dataSourceId, out _);
}
}
private void ClearQueuedDataSourceState(string dataSourceId)
{
lock (this.queueStateLock)
{
this.queuedIds.TryRemove(dataSourceId, out _);
this.pendingRefreshModes.TryRemove(dataSourceId, out _);
}
}
private DataSourceRunControl? CancelActiveDataSourceRun(IDataSourceBase dataSource)
{
if (!this.activeRuns.TryGetValue(dataSource.Id, out var activeRun))
return null;
logger.LogInformation(
"Canceling active embedding run for deleted data source '{DataSourceName}' ({DataSourceId}).",
dataSource.Name,
dataSource.Id);
try
{
activeRun.TokenSource.Cancel();
}
catch (ObjectDisposedException)
{
return null;
}
return activeRun;
}
private async Task QueuePendingDataSourceRunAsync(string dataSourceId, CancellationToken token)
{
IIndexedDataSource? dataSource = null;
var isConfigured = !token.IsCancellationRequested && this.TryGetConfiguredIndexedSource(dataSourceId, out dataSource);
if (!this.TryCompleteDataSourceRun(dataSourceId, isConfigured, out var refreshMode))
return;
if (dataSource is null)
{
this.ReleaseQueuedDataSourceRun(dataSourceId);
return;
}
logger.LogInformation("Queueing one follow-up embedding run for data source '{DataSourceName}' ({DataSourceId}) after changes arrived during the previous run. RefreshMode={RefreshMode}.", dataSource.Name, dataSource.Id, refreshMode);
this.statuses.TryGetValue(dataSource.Id, out var currentStatus);
this.UpsertStatus(this.CreateStatus(
dataSource,
DataSourceEmbeddingState.QUEUED,
currentStatus?.TotalDocuments ?? 0,
currentStatus?.IndexedDocuments ?? 0,
currentStatus?.FailedDocuments ?? 0,
lastError: currentStatus?.LastError ?? string.Empty,
failures: currentStatus?.Failures ?? [],
lastSyncUtc: currentStatus?.LastSyncUtc));
try
{
await this.queue.Writer.WriteAsync(new DataSourceEmbeddingQueueItem(dataSourceId, refreshMode), token);
}
catch (OperationCanceledException) when (token.IsCancellationRequested)
{
this.ReleaseQueuedDataSourceRun(dataSourceId);
}
}
private void UpsertStatus(DataSourceEmbeddingStatus status)
{
this.statuses[status.DataSourceId] = status;
PublishStatusChanged();
}
private static void PublishStatusChanged()
{
_ = MessageBus.INSTANCE.SendMessage(null, Event.RAG_EMBEDDING_STATUS_CHANGED, true);
}
}