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feat: Implement hierarchical 2-stage semantic search with auto-detection

Browse Source 
## Overview

Implemented intelligent hierarchical search that automatically selects between
simple (1-stage) and hierarchical (2-stage) search based on query complexity.
Utilizes the Summary collection (previously unused) for better precision.

## Architecture

**Auto-Detection Strategy:**
- Long queries (≥15 chars) → hierarchical
- Multi-concept queries (2+ significant words) → hierarchical
- Queries with logical connectors (et, ou, mais, donc) → hierarchical
- Short single-concept queries → simple

**Hierarchical Search (2-stage):**
1. Stage 1: Query Summary collection → find top N relevant sections
2. Stage 2: Query Chunk collection filtered by section paths
3. Group chunks by section with context (summary text + concepts)

**Simple Search (1-stage):**
- Direct query on Chunk collection (original implementation)
- Fallback for simple queries and errors

## Implementation Details

**Backend (flask_app.py):**
- `simple_search()`: Extracted original search logic
- `hierarchical_search()`: 2-stage search implementation
  - Stage 1: Summary near_text query
  - Post-filtering by author/work via Document collection
  - Stage 2: Chunk near_text query per section with sectionPath filter
  - Fallback to simple search if 0 summaries found
- `should_use_hierarchical_search()`: Auto-detection logic
  - 3 criteria: length, connectors, multi-concept
  - Stop words filtering for French
- `search_passages()`: Intelligent dispatcher
  - Auto-detection or force mode (simple/hierarchical)
  - Unified return format: {mode, results, sections?, total_chunks}

**Frontend (templates/search.html):**
- New form controls:
  - sections_limit selector (3, 5, 10, 20 sections)
  - mode selector (🤖 Auto, 📄 Simple, 🌳 Hiérarchique)
- Conditional display:
  - Mode indicator badge (simple vs hierarchical)
  - Hierarchical: sections grouped with summary + concepts + chunks
  - Simple: flat list (original)
- New CSS: .section-group, .section-header, .chunks-list, .chunk-item

**Route (/search):**
- Added parameters: sections_limit (default: 5), mode (default: auto)
- Passes force_mode to search_passages()

## Testing

Created test_hierarchical.py:
- Tests auto-detection logic with 7 test cases
- All tests passing ✅

## Results

**Before:**
- Only 1-stage search on Chunk collection
- Summary collection unused (8,425 summaries idle)

**After:**
- Intelligent auto-detection (90%+ accuracy expected)
- Hierarchical search for complex queries (better precision)
- Simple search for basic queries (better performance)
- User can override with force mode
- Full context display (sections + summaries + concepts)

## Benefits

1. **Better Precision**: Section-level filtering reduces noise
2. **Better Context**: Users see relevant sections first
3. **Automatic**: No user configuration required
4. **Flexible**: Can force mode if needed
5. **Backwards Compatible**: Simple mode identical to original

## Example Queries

- "justice" → Simple (short, 1 concept)
- "Qu'est-ce que la justice selon Platon ?" → Hierarchical (long, complex)
- "vertu et sagesse" → Hierarchical (multi-concept + connector)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
This commit is contained in:
David Blanc Brioir
2026-01-01 12:04:28 +01:00
parent 04ee3f9e39
commit 0dcccc93d1
3 changed files with 521 additions and 21 deletions
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337
generations/library_rag/flask_app.py
View File

@@ -228,13 +228,13 @@ def get_all_passages(
return []
def search_passages(
def simple_search(
query: str,
limit: int = 10,
author_filter: Optional[str] = None,
work_filter: Optional[str] = None,
) -> List[Dict[str, Any]]:
"""Semantic search on passages using vector similarity.
"""Single-stage semantic search on Chunk collection (original implementation).
Args:
query: Search query text.
@@ -285,6 +285,315 @@ def search_passages(
return []
def hierarchical_search(
query: str,
limit: int = 10,
author_filter: Optional[str] = None,
work_filter: Optional[str] = None,
sections_limit: int = 5,
) -> Dict[str, Any]:
"""Two-stage hierarchical semantic search: Summary → Chunks.
Stage 1: Find top-N relevant sections via Summary collection.
Stage 2: Search chunks within those sections for better precision.
Args:
query: Search query text.
limit: Maximum number of chunks to return per section.
author_filter: Filter by author name.
work_filter: Filter by work title.
sections_limit: Number of top sections to retrieve (default: 5).
Returns:
Dictionary with hierarchical search results:
- mode: "hierarchical"
- sections: List of section dictionaries with nested chunks
- results: Flat list of all chunks (for compatibility)
- total_chunks: Total number of chunks found
"""
try:
with get_weaviate_client() as client:
if client is None:
# Fallback to simple search
results = simple_search(query, limit, author_filter, work_filter)
return {
"mode": "simple",
"results": results,
"total_chunks": len(results),
}
# ═══════════════════════════════════════════════════════════════
# STAGE 1: Search Summary collection for relevant sections
# ═══════════════════════════════════════════════════════════════
summary_collection = client.collections.get("Summary")
summaries_result = summary_collection.query.near_text(
query=query,
limit=sections_limit,
return_metadata=wvq.MetadataQuery(distance=True),
return_properties=[
"sectionPath", "title", "text", "level", "concepts", "document"
],
)
if not summaries_result.objects:
# No summaries found, fallback to simple search
results = simple_search(query, limit, author_filter, work_filter)
return {
"mode": "simple",
"results": results,
"total_chunks": len(results),
}
# Extract section data
sections_data = []
for summary_obj in summaries_result.objects:
props = summary_obj.properties
doc_obj = props.get("document", {}) if props.get("document") else {}
sections_data.append({
"section_path": props.get("sectionPath", ""),
"title": props.get("title", ""),
"summary_text": props.get("text", ""),
"level": props.get("level", 1),
"concepts": props.get("concepts", []),
"document_source_id": doc_obj.get("sourceId", "") if isinstance(doc_obj, dict) else "",
"similarity": round((1 - summary_obj.metadata.distance) * 100, 1) if summary_obj.metadata and summary_obj.metadata.distance else 0,
})
# Post-filter sections by author/work (Summary doesn't have work nested object)
if author_filter or work_filter:
doc_collection = client.collections.get("Document")
filtered_sections = []
for section in sections_data:
source_id = section["document_source_id"]
if not source_id:
continue
# Query Document to get work metadata
doc_result = doc_collection.query.fetch_objects(
filters=wvq.Filter.by_property("sourceId").equal(source_id),
limit=1,
return_properties=["work"],
)
if doc_result.objects:
doc_work = doc_result.objects[0].properties.get("work", {})
if isinstance(doc_work, dict):
# Check filters
if author_filter and doc_work.get("author") != author_filter:
continue
if work_filter and doc_work.get("title") != work_filter:
continue
filtered_sections.append(section)
sections_data = filtered_sections
if not sections_data:
# No sections match filters, fallback to simple search
results = simple_search(query, limit, author_filter, work_filter)
return {
"mode": "simple",
"results": results,
"total_chunks": len(results),
}
# ═══════════════════════════════════════════════════════════════
# STAGE 2: Search Chunk collection filtered by sections
# ═══════════════════════════════════════════════════════════════
chunk_collection = client.collections.get("Chunk")
all_chunks = []
for section in sections_data:
section_path = section["section_path"]
# Build filters
filters: Optional[Any] = wvq.Filter.by_property("sectionPath").equal(section_path)
if author_filter:
author_filter_obj = wvq.Filter.by_property("workAuthor").equal(author_filter)
filters = filters & author_filter_obj
if work_filter:
work_filter_obj = wvq.Filter.by_property("workTitle").equal(work_filter)
filters = filters & work_filter_obj
# Search chunks in this section
chunks_result = chunk_collection.query.near_text(
query=query,
limit=limit,
filters=filters,
return_metadata=wvq.MetadataQuery(distance=True),
return_properties=[
"text", "sectionPath", "sectionLevel", "chapterTitle",
"canonicalReference", "unitType", "keywords", "orderIndex", "language"
],
)
# Add chunks to section
section_chunks = [
{
"uuid": str(obj.uuid),
"distance": obj.metadata.distance if obj.metadata else None,
"similarity": round((1 - obj.metadata.distance) * 100, 1) if obj.metadata and obj.metadata.distance else None,
**obj.properties
}
for obj in chunks_result.objects
]
section["chunks"] = section_chunks
section["chunks_count"] = len(section_chunks)
all_chunks.extend(section_chunks)
# Sort all chunks by similarity (descending)
all_chunks.sort(key=lambda x: x.get("similarity", 0) or 0, reverse=True)
return {
"mode": "hierarchical",
"sections": sections_data,
"results": all_chunks,
"total_chunks": len(all_chunks),
}
except Exception as e:
print(f"Erreur recherche hiérarchique: {e}")
# Fallback to simple search on error
results = simple_search(query, limit, author_filter, work_filter)
return {
"mode": "simple",
"results": results,
"total_chunks": len(results),
}
def should_use_hierarchical_search(query: str) -> bool:
"""Detect if a query would benefit from hierarchical 2-stage search.
Hierarchical search is recommended for:
- Long queries (≥15 characters) indicating complex questions
- Multi-concept queries (2+ significant words)
- Queries with logical connectors (et, ou, mais, donc, car)
Args:
query: Search query text.
Returns:
True if hierarchical search is recommended, False for simple search.
Examples:
>>> should_use_hierarchical_search("justice")
False # Short query, single concept
>>> should_use_hierarchical_search("Qu'est-ce que la justice selon Platon ?")
True # Long query, multi-concept, philosophical question
>>> should_use_hierarchical_search("vertu et sagesse")
True # Multi-concept with connector
"""
if not query or len(query.strip()) == 0:
return False
query_lower = query.lower().strip()
# Criterion 1: Long queries (≥15 chars) suggest complexity
if len(query_lower) >= 15:
return True
# Criterion 2: Presence of logical connectors
connectors = ["et", "ou", "mais", "donc", "car", "parce que", "puisque", "si"]
if any(f" {connector} " in f" {query_lower} " for connector in connectors):
return True
# Criterion 3: Multi-concept (2+ significant words, excluding stop words)
stop_words = {
"le", "la", "les", "un", "une", "des", "du", "de", "d",
"ce", "cette", "ces", "mon", "ma", "mes", "ton", "ta", "tes",
"à", "au", "aux", "dans", "sur", "pour", "par", "avec",
"que", "qui", "quoi", "dont", "où", "est", "sont", "a",
"qu", "c", "l", "s", "n", "m", "t", "j", "y",
}
words = query_lower.split()
significant_words = [w for w in words if len(w) > 2 and w not in stop_words]
if len(significant_words) >= 2:
return True
# Default: use simple search for short, single-concept queries
return False
def search_passages(
query: str,
limit: int = 10,
author_filter: Optional[str] = None,
work_filter: Optional[str] = None,
sections_limit: int = 5,
force_mode: Optional[str] = None,
) -> Dict[str, Any]:
"""Intelligent semantic search dispatcher with auto-detection.
Automatically chooses between simple (1-stage) and hierarchical (2-stage)
search based on query complexity. Complex queries use hierarchical search
for better precision and context.
Args:
query: Search query text.
limit: Maximum number of chunks to return (per section if hierarchical).
author_filter: Filter by author name (uses workAuthor property).
work_filter: Filter by work title (uses workTitle property).
sections_limit: Number of top sections for hierarchical search (default: 5).
force_mode: Force search mode ("simple", "hierarchical", or None for auto).
Returns:
Dictionary with search results:
- mode: "simple" or "hierarchical"
- results: List of passage dictionaries (flat)
- sections: List of section dicts with nested chunks (hierarchical only)
- total_chunks: Total number of chunks found
Examples:
>>> # Short query → auto-detects simple search
>>> search_passages("justice", limit=10)
{"mode": "simple", "results": [...], "total_chunks": 10}
>>> # Complex query → auto-detects hierarchical search
>>> search_passages("Qu'est-ce que la vertu selon Aristote ?", limit=5)
{"mode": "hierarchical", "sections": [...], "results": [...], "total_chunks": 15}
>>> # Force hierarchical mode
>>> search_passages("justice", force_mode="hierarchical", sections_limit=3)
{"mode": "hierarchical", ...}
"""
# Determine search mode
if force_mode == "simple":
use_hierarchical = False
elif force_mode == "hierarchical":
use_hierarchical = True
else:
# Auto-detection
use_hierarchical = should_use_hierarchical_search(query)
# Execute appropriate search strategy
if use_hierarchical:
return hierarchical_search(
query=query,
limit=limit,
author_filter=author_filter,
work_filter=work_filter,
sections_limit=sections_limit,
)
else:
results = simple_search(query, limit, author_filter, work_filter)
return {
"mode": "simple",
"results": results,
"total_chunks": len(results),
}
# ═══════════════════════════════════════════════════════════════════════════════
# Routes
# ═══════════════════════════════════════════════════════════════════════════════
@@ -377,9 +686,11 @@ def search() -> str:
Query Parameters:
q (str): Search query text. Empty string shows no results.
limit (int): Maximum number of results to return. Defaults to 10.
limit (int): Maximum number of chunks per section. Defaults to 10.
author (str, optional): Filter results by author name.
work (str, optional): Filter results by work title.
sections_limit (int): Number of sections for hierarchical search. Defaults to 5.
mode (str, optional): Force search mode ("simple", "hierarchical", or "" for auto).
Returns:
Rendered HTML template (search.html) with:
@@ -387,41 +698,49 @@ def search() -> str:
- List of matching passages with similarity percentages
- Collection statistics for filter dropdowns
- Current filter state
- Search mode indicator (simple vs hierarchical)
Example:
GET /search?q=la%20mort%20et%20le%20temps&limit=5&author=Heidegger
Returns top 5 semantically similar passages about death and time
by Heidegger.
GET /search?q=la%20mort%20et%20le%20temps&limit=5&sections_limit=3
Auto-detects hierarchical search, returns top 3 sections with 5 chunks each.
"""
query: str = request.args.get("q", "")
limit: int = request.args.get("limit", 10, type=int)
author: Optional[str] = request.args.get("author", None)
work: Optional[str] = request.args.get("work", None)
sections_limit: int = request.args.get("sections_limit", 5, type=int)
mode: Optional[str] = request.args.get("mode", None)
# Clean filters
if author == "":
author = None
if work == "":
work = None
if mode == "":
mode = None
from utils.types import CollectionStats
stats: Optional[CollectionStats] = get_collection_stats()
results: List[Dict[str, Any]] = []
results_data: Optional[Dict[str, Any]] = None
if query:
results = search_passages(
results_data = search_passages(
query=query,
limit=limit,
author_filter=author,
work_filter=work,
sections_limit=sections_limit,
force_mode=mode,
)
return render_template(
"search.html",
query=query,
results=results,
results_data=results_data,
stats=stats,
limit=limit,
sections_limit=sections_limit,
mode=mode,
author_filter=author,
work_filter=work,
)

157
generations/library_rag/templates/search.html
View File

@@ -3,6 +3,52 @@
{% block title %}Recherche{% endblock %}
{% block content %}
<style>
.section-group {
margin-bottom: 2rem;
border: 1px solid #dee2e6;
border-radius: 8px;
padding: 1.5rem;
background: linear-gradient(135deg, #f8f9fa 0%, #ffffff 100%);
box-shadow: 0 2px 4px rgba(0,0,0,0.05);
}
.section-header {
margin-bottom: 1rem;
padding-bottom: 0.75rem;
border-bottom: 2px solid #007bff;
}
.summary-text {
margin: 0.5rem 0;
font-style: italic;
color: #555;
line-height: 1.5;
}
.concepts {
margin-top: 0.5rem;
}
.chunks-list {
margin-left: 1.5rem;
margin-top: 1rem;
}
.chunk-item {
background: white;
padding: 1rem;
margin-bottom: 0.75rem;
border-left: 3px solid #007bff;
border-radius: 4px;
box-shadow: 0 1px 3px rgba(0,0,0,0.08);
transition: box-shadow 0.2s ease;
}
.chunk-item:hover {
box-shadow: 0 2px 6px rgba(0,0,0,0.12);
}
</style>
<section class="section">
<h1>🔍 Recherche sémantique</h1>
<p class="lead">Posez une question en langage naturel pour trouver des passages pertinents</p>
@@ -54,6 +100,25 @@
</select>
</div>
</div>
<div class="form-row">
<div class="form-group">
<label class="form-label" for="sections_limit">Sections (hiérarchique)</label>
<select name="sections_limit" id="sections_limit" class="form-control">
<option value="3" {{ 'selected' if sections_limit == 3 else '' }}>3 sections</option>
<option value="5" {{ 'selected' if sections_limit == 5 else '' }}>5 sections</option>
<option value="10" {{ 'selected' if sections_limit == 10 else '' }}>10 sections</option>
<option value="20" {{ 'selected' if sections_limit == 20 else '' }}>20 sections</option>
</select>
</div>
<div class="form-group">
<label class="form-label" for="mode">Mode de recherche</label>
<select name="mode" id="mode" class="form-control">
<option value="" {{ 'selected' if not mode else '' }}>🤖 Auto-détection</option>
<option value="simple" {{ 'selected' if mode == 'simple' else '' }}>📄 Simple (1-étape)</option>
<option value="hierarchical" {{ 'selected' if mode == 'hierarchical' else '' }}>🌳 Hiérarchique (2-étapes)</option>
</select>
</div>
</div>
<div class="mt-2">
<button type="submit" class="btn btn-primary">Rechercher</button>
<a href="/search" class="btn" style="margin-left: 0.5rem;">Réinitialiser</a>
@@ -65,21 +130,90 @@
{% if query %}
<div class="ornament">·</div>
{% if results %}
<div class="mb-3">
<strong>{{ results | length }}</strong> passage{% if results | length > 1 %}s{% endif %} trouvé{% if results | length > 1 %}s{% endif %}
{% if results_data and results_data.results %}
<!-- Mode indicator and stats -->
<div class="mb-3" style="display: flex; align-items: center; gap: 1rem; flex-wrap: wrap;">
<div>
<strong>{{ results_data.total_chunks }}</strong> passage{% if results_data.total_chunks > 1 %}s{% endif %} trouvé{% if results_data.total_chunks > 1 %}s{% endif %}
</div>
<div>
{% if results_data.mode == "hierarchical" %}
<span class="badge" style="background-color: #28a745; color: white; font-size: 0.9em;">
🌳 Recherche hiérarchique ({{ results_data.sections|length }} sections)
</span>
{% else %}
<span class="badge" style="background-color: #6c757d; color: white; font-size: 0.9em;">
📄 Recherche simple
</span>
{% endif %}
</div>
{% if author_filter or work_filter %}
<span class="text-muted">—</span>
{% if author_filter %}
<span class="badge badge-author">{{ author_filter }}</span>
{% endif %}
{% if work_filter %}
<span class="badge badge-work">{{ work_filter }}</span>
{% endif %}
<div style="flex-grow: 1;"></div>
<div>
{% if author_filter %}
<span class="badge badge-author">{{ author_filter }}</span>
{% endif %}
{% if work_filter %}
<span class="badge badge-work">{{ work_filter }}</span>
{% endif %}
</div>
{% endif %}
</div>
{% for result in results %}
<!-- Hierarchical display -->
{% if results_data.mode == "hierarchical" and results_data.sections %}
{% for section in results_data.sections %}
<div class="section-group">
<div class="section-header">
<h3 style="margin: 0 0 0.5rem 0; font-size: 1.3em;">
📂 {{ section.title }}
<span class="badge" style="background-color: #007bff; color: white; margin-left: 0.5rem;">{{ section.chunks_count }} passage{% if section.chunks_count > 1 %}s{% endif %}</span>
<span class="badge badge-success" style="margin-left: 0.5rem;">⚡ {{ section.similarity }}% similaire</span>
</h3>
<p class="text-muted" style="margin: 0.25rem 0; font-size: 0.9em;">{{ section.section_path }}</p>
{% if section.summary_text %}
<p class="summary-text" style="margin: 0.5rem 0; font-style: italic; color: #555;">{{ section.summary_text }}</p>
{% endif %}
{% if section.concepts %}
<div class="concepts" style="margin-top: 0.5rem;">
{% for concept in section.concepts %}
<span class="badge badge-info" style="margin-right: 0.25rem;">{{ concept }}</span>
{% endfor %}
</div>
{% endif %}
</div>
<!-- Chunks within this section -->
{% if section.chunks %}
<div class="chunks-list" style="margin-left: 1.5rem; margin-top: 1rem;">
{% for chunk in section.chunks %}
<div class="chunk-item" style="background: white; padding: 1rem; margin-bottom: 0.75rem; border-left: 3px solid #007bff; border-radius: 4px;">
<div style="margin-bottom: 0.5rem;">
<span class="badge badge-success">⚡ {{ chunk.similarity }}% similaire</span>
</div>
<div class="passage-text" style="margin-bottom: 0.5rem;">"{{ chunk.text }}"</div>
<div class="passage-meta" style="font-size: 0.85em; color: #666;">
<strong>Type :</strong> {{ chunk.unitType or '—' }} &nbsp;│&nbsp;
<strong>Langue :</strong> {{ (chunk.language or '—') | upper }} &nbsp;│&nbsp;
<strong>Index :</strong> {{ chunk.orderIndex or '—' }}
</div>
{% if chunk.keywords %}
<div style="margin-top: 0.5rem;">
{% for kw in chunk.keywords %}
<span class="keyword-tag">{{ kw }}</span>
{% endfor %}
</div>
{% endif %}
</div>
{% endfor %}
</div>
{% endif %}
</div>
{% endfor %}
<!-- Simple display (original) -->
{% else %}
{% for result in results_data.results %}
<div class="passage-card">
<div class="passage-header">
<div>
@@ -105,6 +239,7 @@
{% endif %}
</div>
{% endfor %}
{% endif %}
{% else %}
<div class="empty-state">
<div class="empty-state-icon">🔮</div>

46
generations/library_rag/test_hierarchical.py Normal file
View File

@@ -0,0 +1,46 @@
#!/usr/bin/env python3
"""Test script for hierarchical search auto-detection."""
import sys
# Fix encoding for Windows console
if sys.platform == "win32" and hasattr(sys.stdout, 'reconfigure'):
sys.stdout.reconfigure(encoding='utf-8')
from flask_app import should_use_hierarchical_search
print("=" * 60)
print("TEST AUTO-DÉTECTION RECHERCHE HIÉRARCHIQUE")
print("=" * 60)
print()
test_queries = [
("justice", False, "Requête courte, 1 concept"),
("Qu'est-ce que la justice selon Platon ?", True, "Requête longue ≥15 chars"),
("vertu et sagesse", True, "Multi-concepts avec connecteur 'et'"),
("la mort", False, "Requête courte avec stop words"),
("âme immortelle", True, "2+ mots significatifs"),
("Peirce", False, "Nom propre seul, court"),
("Comment atteindre le bonheur ?", True, "Question philosophique ≥15 chars"),
]
print(f"{'Requête':<45} {'Attendu':<10} {'Obtenu':<10} {'Statut'}")
print("-" * 75)
all_passed = True
for query, expected, reason in test_queries:
result = should_use_hierarchical_search(query)
status = "✅ PASS" if result == expected else "❌ FAIL"
if result != expected:
all_passed = False
print(f"{query:<45} {expected!s:<10} {result!s:<10} {status}")
print(f" Raison : {reason}")
print()
print("=" * 60)
if all_passed:
print("✅ TOUS LES TESTS PASSENT")
else:
print("❌ CERTAINS TESTS ONT ÉCHOUÉ")
print("=" * 60)