feat: Intelligence Pipeline v3 — full implementation

Multi-stage evidence-grounded inference architecture replacing the
monolithic 9B model extraction pipeline. CPU-first specialist services
handle routine extraction while the 9B vLLM model is preserved for
semantic adjudication of ambiguous cases.

Key components:
- Capability-aware inference gateway (OpenAI-compatible + Ollama)
- Endpoint registry with DB migrations and REST API
- Sentence-aware document segmenter (property tests)
- Deterministic financial parsing with offset integrity
- Symbol resolution with ambiguity detection
- Specialist service (GLiNER2, dynamic batching, K8s deployment)
- Company-specific sentiment (FinBERT, calibration)
- Retrieval-based novelty and duplicate detection
- Confidence calibration pipeline
- Deterministic routing engine (property tests)
- 9B adjudication layer with VRAM gating
- Stock-specific impact model (features, labels, baseline, trained)
- Pipeline orchestrator (state machine, queues, leases, feature flags)
- Bounded parallelism (async workers, semaphore, load shedding)
- Observability (tracing, metrics, alerts)
- Compatibility adapter (v3→v2 golden mapping tests)
- Shadow/canary promotion framework
- Active learning and fine-tuning pipeline

Test results: 1,161 tests pass, ruff lint clean.
All 282 spec tasks completed.
This commit is contained in:
Celes Renata
2026-07-13 02:14:59 +00:00
parent 84634a365e
commit a72f336ad1
227 changed files with 50403 additions and 0 deletions
@@ -0,0 +1,10 @@
"""Inference gateway clients.
Exports:
OpenAICompatibleClient - Client for OpenAI-compatible endpoints (vLLM, OpenAI, etc.)
OllamaNativeClient - Client for Ollama /api/chat native endpoints.
"""
from services.shared.inference.clients.ollama_native import OllamaNativeClient
from services.shared.inference.clients.openai_compatible import OpenAICompatibleClient
__all__ = ["OpenAICompatibleClient", "OllamaNativeClient"]
@@ -0,0 +1,382 @@
"""Ollama native client for the shared inference gateway.
Implements generation via the Ollama /api/chat endpoint with:
- Shared StructuredGenerationRequest/InferenceResult types
- Native JSON schema formatting when supported (format field)
- Prompt-only fallback with explicit reporting
- Stall/loop detection as Ollama-specific policy
- Configurable max output tokens (num_predict) and context window (num_ctx)
- Error mapping to shared InferenceErrorCategory
Requirements: 2.1, 2.6
"""
from __future__ import annotations
import json
import logging
import time
from dataclasses import dataclass
import httpx
from services.shared.inference.errors import InferenceError, InferenceErrorCategory
from services.shared.inference.models import (
InferenceResult,
InferenceTarget,
StructuredGenerationRequest,
TokenUsage,
)
# Re-export for backward compatibility
__all__ = ["OllamaNativeClient", "StallPolicy"]
logger = logging.getLogger("inference.ollama_native")
@dataclass
class StallPolicy:
"""Ollama-specific stall/loop detection configuration.
Monitors streaming responses for repetitive output patterns.
This policy is intentionally Ollama-specific and does not leak
into the generic InferenceResult interface.
"""
enabled: bool = True
check_interval_seconds: float = 5.0
max_unchanged_intervals: int = 6
loop_window: int = 64
loop_threshold: float = 0.5
def _map_http_status_to_category(status_code: int) -> InferenceErrorCategory:
"""Map Ollama HTTP status codes to normalized error categories."""
if status_code == 401:
return InferenceErrorCategory.AUTH_FAILED
if status_code == 403:
return InferenceErrorCategory.FORBIDDEN
if status_code == 404:
return InferenceErrorCategory.MODEL_NOT_FOUND
if status_code == 429:
return InferenceErrorCategory.RATE_LIMITED
if status_code in (400, 422):
return InferenceErrorCategory.BAD_REQUEST
if status_code >= 500:
return InferenceErrorCategory.SERVER_ERROR
return InferenceErrorCategory.UNKNOWN
def _detect_loop(content: str, window: int, threshold: float) -> bool:
"""Detect repetitive output by checking if the tail repeats earlier content.
Looks at the last `window` characters and checks if a significant
portion of the tail matches an earlier substring, indicating the model
is stuck in a generation loop.
"""
if len(content) < window * 2:
return False
tail = content[-window:]
body = content[:-window]
# Check if the tail appears verbatim in the preceding content
if tail in body:
return True
# Check character-level repetition ratio in the tail
if not tail:
return False
unique_chars = len(set(tail))
ratio = unique_chars / len(tail)
return ratio < threshold
class OllamaNativeClient:
"""Async client for Ollama /api/chat using shared inference types.
Translates StructuredGenerationRequest into Ollama's native API format
and returns InferenceResult with proper metadata and error classification.
Stall/loop detection is an Ollama-specific policy that monitors streaming
responses for repetitive patterns and aborts generation when detected.
This does not affect the InferenceResult interface — stall detection
raises an InferenceError with category STALL_DETECTED.
"""
def __init__(
self,
target: InferenceTarget,
*,
http_client: httpx.AsyncClient | None = None,
stall_policy: StallPolicy | None = None,
) -> None:
if target.protocol != "ollama_native":
raise ValueError(
f"OllamaNativeClient requires protocol='ollama_native', got '{target.protocol}'"
)
self._target = target
self._stall_policy = stall_policy or StallPolicy()
self._owns_client = http_client is None
self._http = http_client or httpx.AsyncClient(
timeout=httpx.Timeout(300.0, read=300.0),
)
async def close(self) -> None:
"""Close the underlying HTTP client if we own it."""
if self._owns_client:
await self._http.aclose()
async def generate(self, request: StructuredGenerationRequest) -> InferenceResult:
"""Send a structured generation request to Ollama and return the result.
Builds the Ollama-native payload, streams the response, applies
stall detection, and maps results to InferenceResult.
"""
start = time.monotonic()
payload = self._build_payload(request)
url = f"{self._target.base_url}/api/chat"
logger.info(
"Ollama POST %s model=%s messages=%d max_tokens=%d",
url,
self._target.model,
len(request.messages),
request.max_output_tokens,
)
try:
content, metadata = await self._stream_response(url, payload, request.timeout_seconds)
except InferenceError:
raise
except httpx.TimeoutException as exc:
raise InferenceError(
InferenceErrorCategory.TIMEOUT,
f"Request timed out after {request.timeout_seconds}s",
provider_detail=str(exc),
) from exc
except httpx.ConnectError as exc:
raise InferenceError(
InferenceErrorCategory.CONNECTION_REFUSED,
"Connection refused",
provider_detail=str(exc),
) from exc
except httpx.HTTPError as exc:
raise InferenceError(
InferenceErrorCategory.CONNECTION_ERROR,
"HTTP connection error",
provider_detail=str(exc),
) from exc
latency_ms = int((time.monotonic() - start) * 1000)
# Determine structured mode
structured_mode = self._determine_structured_mode(request)
# Attempt JSON parsing if we expect structured output
parsed = None
if request.json_schema and content:
try:
parsed = json.loads(content)
except (json.JSONDecodeError, ValueError):
pass
return InferenceResult(
content=content,
parsed=parsed,
endpoint_id=self._target.endpoint_id,
deployment_id=self._target.deployment_id,
model=metadata.get("model", self._target.model) or self._target.model,
protocol=self._target.protocol,
structured_mode=structured_mode,
latency_ms=latency_ms,
usage=TokenUsage(
input_tokens=metadata.get("prompt_eval_count"),
output_tokens=metadata.get("eval_count"),
),
request_id=request.trace_id or None,
repaired=False,
retries=0,
)
def _build_payload(self, request: StructuredGenerationRequest) -> dict:
"""Build the Ollama /api/chat request body."""
messages = [
{"role": msg.role, "content": msg.content}
for msg in request.messages
]
options: dict = {}
# Honor max output tokens via num_predict
if request.max_output_tokens:
options["num_predict"] = request.max_output_tokens
# Honor context window from target configuration
if self._target.context_window and self._target.context_window > 0:
options["num_ctx"] = self._target.context_window
# Temperature
options["temperature"] = request.temperature
# Seed if provided
if request.seed is not None:
options["seed"] = request.seed
payload: dict = {
"model": self._target.model,
"messages": messages,
"stream": True,
"options": options,
}
# Native schema formatting when supported
if request.json_schema and self._target.capabilities.json_schema:
payload["format"] = request.json_schema
# Merge any extra body params from target
if self._target.extra_body:
for key, value in self._target.extra_body.items():
if key not in payload:
payload[key] = value
return payload
def _determine_structured_mode(
self, request: StructuredGenerationRequest
) -> str:
"""Determine which structured output mode was used."""
if not request.json_schema:
return "none"
if self._target.capabilities.json_schema:
return "json_schema"
# Schema was requested but not natively supported — prompt only
return "prompt_only"
async def _stream_response(
self,
url: str,
payload: dict,
timeout_seconds: float,
) -> tuple[str, dict]:
"""Stream Ollama response, applying stall detection.
Returns (content, metadata) where metadata contains token counts
and timing from the final Ollama response chunk.
"""
content_parts: list[str] = []
metadata: dict = {}
last_content_length = 0
unchanged_count = 0
last_check_time = time.monotonic()
try:
async with self._http.stream(
"POST",
url,
json=payload,
timeout=httpx.Timeout(timeout_seconds, read=timeout_seconds),
) as response:
if response.status_code != 200:
# Read body for error detail
body = b""
async for chunk in response.aiter_bytes():
body += chunk
detail = body.decode("utf-8", errors="replace")[:500]
category = _map_http_status_to_category(response.status_code)
raise InferenceError(
category,
f"Ollama returned HTTP {response.status_code}",
provider_detail=detail,
status_code=response.status_code,
)
async for line in response.aiter_lines():
if not line.strip():
continue
try:
chunk_data = json.loads(line)
except json.JSONDecodeError:
continue
# Extract content from message
message = chunk_data.get("message", {})
chunk_content = message.get("content", "")
if chunk_content:
content_parts.append(chunk_content)
# Check for completion
if chunk_data.get("done", False):
# Capture metadata from final chunk
metadata["model"] = chunk_data.get("model", "")
metadata["prompt_eval_count"] = chunk_data.get("prompt_eval_count")
metadata["eval_count"] = chunk_data.get("eval_count")
total_ns = chunk_data.get("total_duration")
if total_ns:
metadata["total_duration_ms"] = total_ns // 1_000_000
break
# Stall detection
if self._stall_policy.enabled:
now = time.monotonic()
if now - last_check_time >= self._stall_policy.check_interval_seconds:
current_content = "".join(content_parts)
current_length = len(current_content)
if current_length == last_content_length:
unchanged_count += 1
else:
# Check for loop pattern
if _detect_loop(
current_content,
self._stall_policy.loop_window,
self._stall_policy.loop_threshold,
):
unchanged_count += 1
else:
unchanged_count = 0
last_content_length = current_length
last_check_time = now
if unchanged_count >= self._stall_policy.max_unchanged_intervals:
logger.warning(
"Stall detected after %d unchanged intervals, aborting",
unchanged_count,
)
raise InferenceError(
InferenceErrorCategory.STALL_DETECTED,
f"Generation stalled after {unchanged_count} check intervals",
)
except InferenceError:
raise
except httpx.TimeoutException as exc:
raise InferenceError(
InferenceErrorCategory.TIMEOUT,
"Stream read timed out",
provider_detail=str(exc),
) from exc
except httpx.ConnectError as exc:
raise InferenceError(
InferenceErrorCategory.CONNECTION_REFUSED,
"Connection refused during streaming",
provider_detail=str(exc),
) from exc
except httpx.HTTPError as exc:
raise InferenceError(
InferenceErrorCategory.CONNECTION_ERROR,
"HTTP error during streaming",
provider_detail=str(exc),
) from exc
final_content = "".join(content_parts)
if not final_content:
raise InferenceError(
InferenceErrorCategory.EMPTY_RESPONSE,
"Ollama returned empty content",
)
return final_content, metadata
@@ -0,0 +1,431 @@
"""OpenAI-compatible inference client.
Uses httpx.AsyncClient directly (NOT the openai SDK). This keeps wire payloads
explicit, permits provider-specific extra_body, and simplifies redacted request
auditing.
Requirements: 2.1, 2.2, 2.3, 2.4, 2.5, 2.7, 2.9
"""
from __future__ import annotations
import json
import logging
import os
import time
from typing import Any
import httpx
from services.shared.inference.models import (
ErrorCategory,
InferenceResult,
InferenceTarget,
StructuredGenerationRequest,
TokenUsage,
)
logger = logging.getLogger(__name__)
# Status codes that trigger retry
_RETRYABLE_STATUS_CODES = {429, 500, 502, 503, 504}
# Sensitive keys that must never appear in logs
_SENSITIVE_KEYS = frozenset({"authorization", "x-api-key", "api-key"})
def _resolve_auth_secret(secret_ref: str | None) -> str | None:
"""Resolve an authentication secret from environment variables.
The secret_ref is treated as an environment variable name.
Returns None if the ref is None or the env var is not set.
"""
if not secret_ref:
return None
return os.environ.get(secret_ref)
def _redact_headers(headers: dict[str, str]) -> dict[str, str]:
"""Return a copy of headers with sensitive values redacted."""
redacted = {}
for key, value in headers.items():
if key.lower() in _SENSITIVE_KEYS:
redacted[key] = "***REDACTED***"
else:
redacted[key] = value
return redacted
class OpenAICompatibleClient:
"""Client for OpenAI-compatible /v1/chat/completions endpoints.
Supports:
- Bearer and configurable authentication via runtime secret resolution
- Standard response_format.json_schema payloads
- Configurable vLLM structured_outputs extra-body payloads
- Explicit JSON-object and prompt-only fallback policies
- Retry on transient errors (5xx, 429, timeout)
- Local JSON schema revalidation
- Metadata capture (request_id, usage, finish_reason, retries)
"""
def __init__(
self,
target: InferenceTarget,
*,
http_client: httpx.AsyncClient | None = None,
) -> None:
self._target = target
self._owns_client = http_client is None
self._http = http_client or httpx.AsyncClient(timeout=target.timeout_seconds)
@property
def target(self) -> InferenceTarget:
"""The resolved inference target."""
return self._target
async def generate(
self,
request: StructuredGenerationRequest,
) -> InferenceResult:
"""Send a structured generation request and return the result.
Chooses the strongest structured-output mode the target supports:
1. json_schema — sends the actual schema with strict mode
2. json_object — only if target explicitly declares json_object capability
3. prompt_only — fallback when no structured output is available
"""
structured_mode = self._choose_structured_mode(request)
headers = self._build_headers()
body = self._build_body(request, structured_mode)
url = f"{self._target.base_url.rstrip('/')}/v1/chat/completions"
retries = 0
max_retries = self._target.max_retries
start_time = time.monotonic()
last_error: str | None = None
last_error_category: str | None = None
while True:
try:
response = await self._http.post(
url,
json=body,
headers=headers,
timeout=request.timeout_seconds,
)
except httpx.TimeoutException:
last_error = "Request timed out"
last_error_category = ErrorCategory.TIMEOUT
if retries < max_retries:
retries += 1
logger.warning(
"Timeout on attempt %d/%d to %s",
retries,
max_retries,
url,
)
continue
return self._error_result(
last_error,
last_error_category,
retries,
start_time,
structured_mode,
)
except httpx.ConnectError as exc:
last_error = f"Connection error: {exc}"
last_error_category = ErrorCategory.CONNECTION_ERROR
if retries < max_retries:
retries += 1
logger.warning(
"Connection error on attempt %d/%d to %s: %s",
retries,
max_retries,
url,
exc,
)
continue
return self._error_result(
last_error,
last_error_category,
retries,
start_time,
structured_mode,
)
# Handle retryable HTTP status codes
if response.status_code in _RETRYABLE_STATUS_CODES:
if response.status_code == 429:
last_error_category = ErrorCategory.RATE_LIMIT
last_error = "Rate limited (429)"
else:
last_error_category = ErrorCategory.SERVER_ERROR
last_error = f"Server error ({response.status_code})"
if retries < max_retries:
retries += 1
logger.warning(
"HTTP %d on attempt %d/%d to %s",
response.status_code,
retries,
max_retries,
url,
)
continue
return self._error_result(
last_error,
last_error_category,
retries,
start_time,
structured_mode,
)
# Handle non-retryable errors
if response.status_code == 401 or response.status_code == 403:
return self._error_result(
f"Authentication failed ({response.status_code})",
ErrorCategory.AUTHENTICATION,
retries,
start_time,
structured_mode,
)
if response.status_code >= 400:
return self._error_result(
f"Client error ({response.status_code})",
ErrorCategory.INVALID_RESPONSE,
retries,
start_time,
structured_mode,
)
# Success path
break
latency_ms = int((time.monotonic() - start_time) * 1000)
return self._parse_response(
response,
request,
structured_mode,
retries,
latency_ms,
)
def _choose_structured_mode(
self, request: StructuredGenerationRequest
) -> str:
"""Choose the strongest structured-output mode available."""
caps = self._target.capabilities
if request.json_schema and caps.json_schema:
return "json_schema"
if request.json_schema and caps.json_object:
return "json_object"
if request.json_schema:
# Schema requested but endpoint supports neither — prompt-only fallback
return "prompt_only"
return "none"
def _build_headers(self) -> dict[str, str]:
"""Build request headers including authentication."""
headers: dict[str, str] = {
"Content-Type": "application/json",
}
# Add extra headers from target config
headers.update(self._target.extra_headers)
# Resolve auth secret
secret = _resolve_auth_secret(self._target.auth_secret_ref)
if secret:
scheme = self._target.auth_scheme.lower()
if scheme == "bearer":
headers["Authorization"] = f"Bearer {secret}"
else:
# Custom auth scheme (e.g., "X-API-Key: <value>")
headers[self._target.auth_scheme] = secret
return headers
def _build_body(
self,
request: StructuredGenerationRequest,
structured_mode: str,
) -> dict[str, Any]:
"""Build the request body for /v1/chat/completions."""
messages = [
{"role": msg.role, "content": msg.content}
for msg in request.messages
]
body: dict[str, Any] = {
"model": self._target.model,
"messages": messages,
"temperature": request.temperature,
"max_tokens": request.max_output_tokens,
}
# Add seed if the target supports it
if self._target.capabilities.seed and request.seed is not None:
body["seed"] = request.seed
# Add response_format based on chosen mode
if structured_mode == "json_schema" and request.json_schema:
body["response_format"] = {
"type": "json_schema",
"json_schema": {
"name": request.json_schema.get("title", "response"),
"strict": True,
"schema": request.json_schema,
},
}
elif structured_mode == "json_object":
body["response_format"] = {"type": "json_object"}
# Add extra_body from target config (vLLM structured_outputs, etc.)
if self._target.extra_body:
body.update(self._target.extra_body)
return body
def _parse_response(
self,
response: httpx.Response,
request: StructuredGenerationRequest,
structured_mode: str,
retries: int,
latency_ms: int,
) -> InferenceResult:
"""Parse a successful response into InferenceResult."""
# Extract request ID from response headers
request_id = response.headers.get("x-request-id")
try:
data = response.json()
except (json.JSONDecodeError, ValueError):
return InferenceResult(
content="",
endpoint_id=self._target.endpoint_id,
deployment_id=self._target.deployment_id,
model=self._target.model,
protocol=self._target.protocol,
structured_mode=structured_mode, # type: ignore[arg-type]
latency_ms=latency_ms,
retries=retries,
request_id=request_id,
error="Invalid JSON in response body",
error_category=ErrorCategory.INVALID_RESPONSE,
)
# Extract content from choices
choices = data.get("choices", [])
if not choices:
return InferenceResult(
content="",
endpoint_id=self._target.endpoint_id,
deployment_id=self._target.deployment_id,
model=self._target.model,
protocol=self._target.protocol,
structured_mode=structured_mode, # type: ignore[arg-type]
latency_ms=latency_ms,
retries=retries,
request_id=request_id,
error="Empty choices in response",
error_category=ErrorCategory.INVALID_RESPONSE,
)
message = choices[0].get("message", {})
content = message.get("content", "")
finish_reason = choices[0].get("finish_reason")
# Extract usage metadata
usage_data = data.get("usage", {})
input_tokens = usage_data.get("prompt_tokens")
output_tokens = usage_data.get("completion_tokens")
total_tokens = usage_data.get("total_tokens")
# Parse JSON content if structured output was requested
parsed: dict[str, Any] | None = None
schema_valid: bool | None = None
if structured_mode in ("json_schema", "json_object") and content:
try:
parsed = json.loads(content)
except (json.JSONDecodeError, ValueError):
# Content is not valid JSON
schema_valid = False
# Validate parsed JSON against supplied schema
if parsed is not None and request.json_schema:
schema_valid = self._validate_schema(parsed, request.json_schema)
return InferenceResult(
content=content,
parsed=parsed,
endpoint_id=self._target.endpoint_id,
deployment_id=self._target.deployment_id,
model=self._target.model,
protocol=self._target.protocol,
structured_mode=structured_mode, # type: ignore[arg-type]
latency_ms=latency_ms,
usage=TokenUsage(
input_tokens=input_tokens,
output_tokens=output_tokens,
total_tokens=total_tokens,
),
request_id=request_id,
finish_reason=finish_reason,
retries=retries,
schema_valid=schema_valid,
)
def _validate_schema(
self, data: dict[str, Any], schema: dict[str, Any]
) -> bool:
"""Revalidate parsed JSON locally against the supplied schema.
Returns True if valid, False otherwise.
"""
try:
import jsonschema
jsonschema.validate(instance=data, schema=schema)
return True
except Exception:
logger.debug("Schema validation failed for response data")
return False
def _error_result(
self,
error: str,
error_category: str,
retries: int,
start_time: float,
structured_mode: str,
) -> InferenceResult:
"""Build an error InferenceResult."""
latency_ms = int((time.monotonic() - start_time) * 1000)
return InferenceResult(
content="",
endpoint_id=self._target.endpoint_id,
deployment_id=self._target.deployment_id,
model=self._target.model,
protocol=self._target.protocol,
structured_mode=structured_mode, # type: ignore[arg-type]
latency_ms=latency_ms,
retries=retries,
error=error,
error_category=error_category,
)
async def close(self) -> None:
"""Close the underlying HTTP client if we own it."""
if self._owns_client:
await self._http.aclose()
def __repr__(self) -> str:
return (
f"OpenAICompatibleClient("
f"model={self._target.model!r}, "
f"base_url={self._target.base_url!r})"
)