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
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"""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})"
)