evOo-local/packages/db/src/user-profile.ts

import type {
  UserFact,
  UserFactCategory,
  UserFactSource,
  UserFactStatus,
  UserProfile,
  UserProfileState,
} from "@rakazo/contracts";
import { SENSITIVE_USER_FACT_CATEGORIES } from "@rakazo/contracts";
import type { PrismaClient } from "./client.js";
import { Prisma } from "./client.js";

/** Upper bound on facts one user keeps, so a runaway writer cannot grow the profile without end. */
export const USER_FACT_LIMIT = 500;

export class UserFactNotFoundError extends Error {
  constructor() {
    super("Fact not found");
    this.name = "UserFactNotFoundError";
  }
}

export class InvalidUserFactError extends Error {
  constructor(message: string) {
    super(message);
    this.name = "InvalidUserFactError";
  }
}

export interface NewUserFact {
  category: UserFactCategory;
  value: string;
  source: UserFactSource;
  confidence?: number;
  /** Omitted or null: visible in every space. */
  spaceIds?: string[] | null;
  sourceBotId?: string | null;
  sourceThreadId?: string | null;
  sourceMessageId?: string | null;
}

export interface UserFactEdit {
  id: string;
  category?: UserFactCategory;
  value?: string;
  /** null: visible in every space. */
  spaceIds?: string[] | null;
}

export interface UserProfileUpdate {
  name?: string;
  timeZone?: string | null;
  locale?: string | null;
  language?: string | null;
  communicationStyle?: string;
  summary?: string;
  addFacts?: NewUserFact[];
  editFacts?: UserFactEdit[];
  confirmFactIds?: string[];
}

/** Outcome for one added fact, in input order. */
export interface AddedUserFact {
  id: string;
  status: UserFactStatus;
  /** False when the statement was already known and the existing fact was kept. */
  created: boolean;
}

export type UserFactForgetTarget =
  | { factIds: string[] }
  | { category: UserFactCategory }
  | { all: true };

const SENSITIVE_CATEGORIES = new Set<UserFactCategory>(SENSITIVE_USER_FACT_CATEGORIES);

export function isSensitiveUserFactCategory(category: UserFactCategory): boolean {
  return SENSITIVE_CATEGORIES.has(category);
}

/** Comparison key for the same statement written twice: case, spacing, quotes and end punctuation differ. */
export function normalizeUserFactValue(value: string): string {
  return value
    .normalize("NFKC")
    .toLowerCase()
    .replace(/\s+/g, " ")
    .replace(/^["'“”„‘’«»\s]+|["'“”„‘’«».!?;:,\s]+$/gu, "");
}

const factSelect = {
  id: true,
  category: true,
  value: true,
  confidence: true,
  source: true,
  status: true,
  sensitive: true,
  allSpaces: true,
  sourceBotId: true,
  sourceThreadId: true,
  createdAt: true,
  updatedAt: true,
  visibleSpaces: { select: { spaceId: true }, orderBy: { spaceId: "asc" } },
} as const;

type FactRow = Prisma.UserFactGetPayload<{ select: typeof factSelect }>;

type ProfileRow = {
  timeZone: string | null;
  locale: string | null;
  language: string | null;
  communicationStyle: string;
  summary: string;
  consolidatedAt: Date | null;
  updatedAt: Date;
};

function factDto(row: FactRow): UserFact {
  return {
    id: row.id,
    category: row.category as UserFactCategory,
    value: row.value,
    confidence: row.confidence,
    source: row.source as UserFactSource,
    status: row.status as UserFactStatus,
    sensitive: row.sensitive,
    allSpaces: row.allSpaces,
    spaceIds: row.allSpaces ? [] : row.visibleSpaces.map((space) => space.spaceId),
    sourceBotId: row.sourceBotId,
    sourceThreadId: row.sourceThreadId,
    createdAt: row.createdAt.toISOString(),
    updatedAt: row.updatedAt.toISOString(),
  };
}

function profileDto(row: ProfileRow | null): UserProfile {
  return {
    timeZone: row?.timeZone ?? null,
    locale: row?.locale ?? null,
    language: row?.language ?? null,
    communicationStyle: row?.communicationStyle ?? "",
    summary: row?.summary ?? "",
    consolidatedAt: row?.consolidatedAt?.toISOString() ?? null,
    updatedAt: row?.updatedAt.toISOString() ?? null,
  };
}

/** The user's profile and every fact, pending ones included, newest first. */
export async function getUserProfileState(
  prisma: PrismaClient,
  userId: string,
): Promise<UserProfileState> {
  const [profile, facts] = await Promise.all([
    prisma.userProfile.findUnique({ where: { userId } }),
    prisma.userFact.findMany({
      where: { userId },
      orderBy: [{ createdAt: "desc" }, { id: "asc" }],
      select: factSelect,
    }),
  ]);
  return { profile: profileDto(profile), facts: facts.map(factDto) };
}

/**
 * Serializes one user's profile writes so duplicate checks and the fact limit hold under
 * concurrency. Every writer of facts takes it inside its transaction.
 */
export async function lockUserProfile(tx: Prisma.TransactionClient, userId: string): Promise<void> {
  const key = `user-profile:${userId}`;
  await tx.$queryRaw(Prisma.sql`
    SELECT pg_advisory_xact_lock(hashtextextended(${key}, 0))::text AS "lock"
  `);
}

async function assertUserSpaces(
  tx: Prisma.TransactionClient,
  userId: string,
  spaceIds: string[],
): Promise<void> {
  const unique = [...new Set(spaceIds)];
  if (unique.length === 0) return;
  const memberships = await tx.spaceMember.count({
    where: { userId, spaceId: { in: unique } },
  });
  if (memberships !== unique.length) throw new InvalidUserFactError("Space not found");
}

function visibleSpacesOf(spaceIds: string[] | null | undefined): string[] | null {
  return spaceIds && spaceIds.length > 0 ? [...new Set(spaceIds)] : null;
}

async function addFacts(
  tx: Prisma.TransactionClient,
  userId: string,
  facts: NewUserFact[],
): Promise<AddedUserFact[]> {
  if (facts.length === 0) return [];
  const existing = await tx.userFact.findMany({
    where: { userId },
    select: { id: true, value: true, status: true },
  });
  const known = new Map(existing.map((fact) => [normalizeUserFactValue(fact.value), fact]));
  let total = existing.length;
  const results: AddedUserFact[] = [];
  for (const fact of facts) {
    const value = fact.value.trim();
    const key = normalizeUserFactValue(value);
    const match = known.get(key);
    if (match) {
      // The user stating a pending fact themselves is consent.
      if (match.status === "pending" && fact.source === "user") {
        await tx.userFact.update({
          where: { id: match.id },
          data: { status: "active", confirmedAt: new Date() },
        });
        match.status = "active";
      }
      results.push({ id: match.id, status: match.status as UserFactStatus, created: false });
      continue;
    }
    if (total >= USER_FACT_LIMIT) {
      throw new InvalidUserFactError(`A profile keeps at most ${USER_FACT_LIMIT} facts`);
    }
    const sensitive = isSensitiveUserFactCategory(fact.category);
    const userAuthored = fact.source === "user";
    const status: UserFactStatus = sensitive && !userAuthored ? "pending" : "active";
    const spaces = visibleSpacesOf(fact.spaceIds);
    const created = await tx.userFact.create({
      data: {
        userId,
        category: fact.category,
        value,
        confidence: fact.confidence ?? 1,
        source: fact.source,
        status,
        sensitive,
        allSpaces: spaces === null,
        sourceBotId: fact.sourceBotId ?? null,
        sourceThreadId: fact.sourceThreadId ?? null,
        sourceMessageId: fact.sourceMessageId ?? null,
        confirmedAt: userAuthored ? new Date() : null,
        ...(spaces ? { visibleSpaces: { create: spaces.map((spaceId) => ({ spaceId })) } } : {}),
      },
      select: { id: true, value: true, status: true },
    });
    known.set(key, created);
    total += 1;
    results.push({ id: created.id, status, created: true });
  }
  return results;
}

/**
 * Applies the user's fact edits in order. A new wording must still say something and must not
 * repeat another fact, compared the way new facts are.
 */
async function editFacts(
  tx: Prisma.TransactionClient,
  userId: string,
  edits: UserFactEdit[],
): Promise<void> {
  if (edits.length === 0) return;
  const facts = await tx.userFact.findMany({
    where: { userId },
    select: { id: true, value: true },
  });
  const values = new Map(facts.map((fact) => [fact.id, fact.value]));
  for (const edit of edits) {
    const current = values.get(edit.id);
    if (current === undefined) throw new UserFactNotFoundError();
    const data: Prisma.UserFactUpdateInput = {};
    if (edit.category !== undefined) {
      data.category = edit.category;
      data.sensitive = isSensitiveUserFactCategory(edit.category);
    }
    if (edit.value !== undefined && edit.value.trim() !== current) {
      const value = edit.value.trim();
      const key = normalizeUserFactValue(value);
      if (!key) throw new InvalidUserFactError("Fact is empty");
      for (const [id, other] of values) {
        if (id !== edit.id && normalizeUserFactValue(other) === key) {
          throw new InvalidUserFactError("This fact already exists");
        }
      }
      values.set(edit.id, value);
      data.value = value;
      // The stored embedding described the old wording.
      data.embedding = [];
      data.embeddingModel = null;
    }
    if (edit.spaceIds !== undefined) {
      const spaces = visibleSpacesOf(edit.spaceIds);
      data.allSpaces = spaces === null;
      data.visibleSpaces = {
        deleteMany: {},
        ...(spaces ? { create: spaces.map((spaceId) => ({ spaceId })) } : {}),
      };
    }
    if (Object.keys(data).length > 0) await tx.userFact.update({ where: { id: edit.id }, data });
  }
}

async function confirmFacts(
  tx: Prisma.TransactionClient,
  userId: string,
  factIds: string[],
): Promise<void> {
  const unique = [...new Set(factIds)];
  if (unique.length === 0) return;
  const owned = await tx.userFact.count({ where: { userId, id: { in: unique } } });
  if (owned !== unique.length) throw new UserFactNotFoundError();
  await tx.userFact.updateMany({
    where: { userId, id: { in: unique }, status: "pending" },
    data: { status: "active", confirmedAt: new Date() },
  });
}

function profileFields(update: UserProfileUpdate) {
  const fields = {
    ...(update.timeZone !== undefined ? { timeZone: update.timeZone } : {}),
    ...(update.locale !== undefined ? { locale: update.locale } : {}),
    ...(update.language !== undefined ? { language: update.language } : {}),
    ...(update.communicationStyle !== undefined
      ? { communicationStyle: update.communicationStyle }
      : {}),
    ...(update.summary !== undefined ? { summary: update.summary } : {}),
  };
  return Object.keys(fields).length > 0 ? fields : null;
}

/**
 * Applies one profile change atomically: account name, profile fields, new facts, fact edits
 * and confirmations. Facts in sensitive categories wait for the user's confirmation unless the
 * user wrote them, and a statement the profile already holds is not stored twice.
 */
export async function updateUserProfile(
  prisma: PrismaClient,
  userId: string,
  update: UserProfileUpdate,
): Promise<AddedUserFact[]> {
  return prisma.$transaction(async (tx) => {
    await lockUserProfile(tx, userId);
    await assertUserSpaces(
      tx,
      userId,
      [...(update.addFacts ?? []), ...(update.editFacts ?? [])].flatMap(
        (fact) => fact.spaceIds ?? [],
      ),
    );
    if (update.name !== undefined) {
      await tx.user.update({ where: { id: userId }, data: { name: update.name } });
    }
    const fields = profileFields(update);
    if (fields) {
      await tx.userProfile.upsert({
        where: { userId },
        create: { userId, ...fields },
        update: fields,
      });
    }
    const added = await addFacts(tx, userId, update.addFacts ?? []);
    await editFacts(tx, userId, update.editFacts ?? []);
    await confirmFacts(tx, userId, update.confirmFactIds ?? []);
    return added;
  });
}

/**
 * Hard-deletes facts. Because the summary may restate them and chats not yet consolidated could
 * teach them again, forgetting also clears the summary and marks earlier chats as consolidated.
 * Forgetting everything clears the remaining profile fields too.
 */
export async function forgetUserFacts(
  prisma: PrismaClient,
  userId: string,
  target: UserFactForgetTarget,
): Promise<number> {
  return prisma.$transaction(async (tx) => {
    await lockUserProfile(tx, userId);
    const where: Prisma.UserFactWhereInput =
      "factIds" in target
        ? { userId, id: { in: target.factIds } }
        : "category" in target
          ? { userId, category: target.category }
          : { userId };
    const { count } = await tx.userFact.deleteMany({ where });
    const everything = "all" in target;
    if (count > 0 || everything) {
      const reset = {
        summary: "",
        consolidatedAt: new Date(),
        ...(everything
          ? { timeZone: null, locale: null, language: null, communicationStyle: "" }
          : {}),
      };
      await tx.userProfile.upsert({
        where: { userId },
        create: { userId, ...reset },
        update: reset,
      });
    }
    return count;
  });
}