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simstudioai--sim/apps/sim/app/api/knowledge/search/route.ts
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chore: import upstream snapshot with attribution
2026-07-13 13:20:55 +08:00

547 lines
20 KiB
TypeScript

import { createLogger } from '@sim/logger'
import { authorizeWorkflowByWorkspacePermission } from '@sim/platform-authz/workflow'
import { getErrorMessage } from '@sim/utils/errors'
import { type NextRequest, NextResponse } from 'next/server'
import { knowledgeSearchBodySchema } from '@/lib/api/contracts/knowledge'
import { parseJsonBody, validationErrorResponse } from '@/lib/api/server'
import { AuthType, checkSessionOrInternalAuth } from '@/lib/auth/hybrid'
import { checkActorUsageLimits } from '@/lib/billing/calculations/usage-monitor'
import { PlatformEvents } from '@/lib/core/telemetry'
import { generateRequestId } from '@/lib/core/utils/request'
import { withRouteHandler } from '@/lib/core/utils/with-route-handler'
import { ALL_TAG_SLOTS } from '@/lib/knowledge/constants'
import { getEmbeddingModelInfo } from '@/lib/knowledge/embedding-models'
import { rerank } from '@/lib/knowledge/reranker'
import { getDocumentTagDefinitions } from '@/lib/knowledge/tags/service'
import { buildUndefinedTagsError, validateTagValue } from '@/lib/knowledge/tags/utils'
import type { StructuredFilter } from '@/lib/knowledge/types'
import { estimateTokenCount } from '@/lib/tokenization/estimators'
import {
generateSearchEmbedding,
getDocumentMetadataByIds,
getQueryStrategy,
handleTagAndVectorSearch,
handleTagOnlySearch,
handleVectorOnlySearch,
type SearchResult,
} from '@/app/api/knowledge/search/utils'
import { checkKnowledgeBaseAccess, type KnowledgeBaseAccessResult } from '@/app/api/knowledge/utils'
import { getRerankModelPricing } from '@/providers/models'
import { calculateCost } from '@/providers/utils'
const logger = createLogger('VectorSearchAPI')
export const POST = withRouteHandler(async (request: NextRequest) => {
const requestId = generateRequestId()
try {
const parsedBody = await parseJsonBody(request)
if (!parsedBody.success) return parsedBody.response
const body = parsedBody.data as Record<string, unknown>
const { workflowId, skipUsageBilling, ...searchParams } = body
const auth = await checkSessionOrInternalAuth(request, { requireWorkflowId: false })
if (!auth.success || !auth.userId) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const userId = auth.userId
// Only the internal workflow tool may suppress route metering (it rolls the
// cost into the executor's usage instead). Session/API-key callers cannot set
// skipUsageBilling to dodge their own embedding/reranker charge.
const shouldMeter = !(skipUsageBilling === true && auth.authType === AuthType.INTERNAL_JWT)
if (workflowId) {
const authorization = await authorizeWorkflowByWorkspacePermission({
workflowId: workflowId as string,
userId,
action: 'read',
})
if (!authorization.allowed) {
return NextResponse.json(
{ error: authorization.message || 'Access denied' },
{ status: authorization.status }
)
}
}
const validation = knowledgeSearchBodySchema.safeParse(searchParams)
if (!validation.success) return validationErrorResponse(validation.error)
const validatedData = validation.data
const knowledgeBaseIds = Array.isArray(validatedData.knowledgeBaseIds)
? validatedData.knowledgeBaseIds
: [validatedData.knowledgeBaseIds]
const accessChecks = await Promise.all(
knowledgeBaseIds.map((kbId) => checkKnowledgeBaseAccess(kbId, userId))
)
const accessibleKbIds: string[] = knowledgeBaseIds.filter(
(_, idx) => accessChecks[idx]?.hasAccess
)
let structuredFilters: StructuredFilter[] = []
if (validatedData.tagFilters && accessibleKbIds.length > 0) {
const kbTagDefs = await Promise.all(
accessibleKbIds.map(async (kbId) => ({
kbId,
tagDefs: await getDocumentTagDefinitions(kbId),
}))
)
const displayNameToTagDef: Record<string, { tagSlot: string; fieldType: string }> = {}
for (const { kbId, tagDefs } of kbTagDefs) {
const perKbMap = new Map(
tagDefs.map((def) => [
def.displayName,
{ tagSlot: def.tagSlot, fieldType: def.fieldType },
])
)
for (const filter of validatedData.tagFilters) {
const current = perKbMap.get(filter.tagName)
if (!current) {
if (accessibleKbIds.length > 1) {
return NextResponse.json(
{
error: `Tag "${filter.tagName}" does not exist in all selected knowledge bases. Search those knowledge bases separately.`,
},
{ status: 400 }
)
}
continue
}
const existing = displayNameToTagDef[filter.tagName]
if (
existing &&
(existing.tagSlot !== current.tagSlot || existing.fieldType !== current.fieldType)
) {
return NextResponse.json(
{
error: `Tag "${filter.tagName}" is not mapped consistently across the selected knowledge bases. Search those knowledge bases separately.`,
},
{ status: 400 }
)
}
displayNameToTagDef[filter.tagName] = current
}
logger.debug(`[${requestId}] Loaded tag definitions for KB ${kbId}`, {
tagCount: tagDefs.length,
})
}
const undefinedTags: string[] = []
const typeErrors: string[] = []
for (const filter of validatedData.tagFilters) {
const tagDef = displayNameToTagDef[filter.tagName]
if (!tagDef) {
undefinedTags.push(filter.tagName)
continue
}
const validationError = validateTagValue(
filter.tagName,
String(filter.value),
tagDef.fieldType
)
if (validationError) {
typeErrors.push(validationError)
}
}
if (undefinedTags.length > 0 || typeErrors.length > 0) {
const errorParts: string[] = []
if (undefinedTags.length > 0) {
errorParts.push(buildUndefinedTagsError(undefinedTags))
}
if (typeErrors.length > 0) {
errorParts.push(...typeErrors)
}
return NextResponse.json({ error: errorParts.join('\n') }, { status: 400 })
}
structuredFilters = validatedData.tagFilters.map((filter) => {
const tagDef = displayNameToTagDef[filter.tagName]!
const tagSlot = tagDef.tagSlot
const fieldType = tagDef.fieldType
logger.debug(
`[${requestId}] Structured filter: ${filter.tagName} -> ${tagSlot} (${fieldType}) ${filter.operator} ${filter.value}`
)
return {
tagSlot,
fieldType,
operator: filter.operator,
value: filter.value,
valueTo: filter.valueTo,
}
})
}
if (accessibleKbIds.length === 0) {
return NextResponse.json(
{ error: 'Knowledge base not found or access denied' },
{ status: 404 }
)
}
const accessibleKbs = accessChecks
.filter((ac): ac is KnowledgeBaseAccessResult => Boolean(ac?.hasAccess))
.map((ac) => ac.knowledgeBase)
const workspaceId = accessibleKbs[0]?.workspaceId
const useReranker = validatedData.rerankerEnabled && Boolean(validatedData.query?.trim())
const rerankerModel = useReranker ? validatedData.rerankerModel : null
const hasQuery = validatedData.query && validatedData.query.trim().length > 0
const embeddingModels = Array.from(new Set(accessibleKbs.map((kb) => kb.embeddingModel)))
if (hasQuery && embeddingModels.length > 1) {
return NextResponse.json(
{
error:
'Selected knowledge bases use different embedding models and cannot be searched together. Search them separately.',
},
{ status: 400 }
)
}
const queryEmbeddingModel = embeddingModels[0]
const inaccessibleKbIds = knowledgeBaseIds.filter((id) => !accessibleKbIds.includes(id))
if (inaccessibleKbIds.length > 0) {
return NextResponse.json(
{ error: `Knowledge bases not found or access denied: ${inaccessibleKbIds.join(', ')}` },
{ status: 404 }
)
}
// Gate the actor before incurring hosted embedding cost, unless this is the
// internal workflow tool (already gated at preprocessing, rolls cost up). Tag-only
// search is free, so only the query path is gated.
if (shouldMeter && hasQuery) {
const usage = await checkActorUsageLimits(userId, workspaceId)
if (usage.isExceeded) {
return NextResponse.json(
{ error: usage.message || 'Usage limit exceeded. Please upgrade your plan to continue.' },
{ status: 402 }
)
}
}
const queryEmbeddingPromise = hasQuery
? generateSearchEmbedding(validatedData.query!, queryEmbeddingModel, workspaceId)
: Promise.resolve(null)
if (workflowId) {
const authorization = await authorizeWorkflowByWorkspacePermission({
workflowId: workflowId as string,
userId,
action: 'read',
})
const workflowWorkspaceId = authorization.workflow?.workspaceId ?? null
if (
workflowWorkspaceId &&
accessChecks.some(
(accessCheck) =>
accessCheck?.hasAccess && accessCheck.knowledgeBase?.workspaceId !== workflowWorkspaceId
)
) {
return NextResponse.json(
{ error: 'Knowledge base does not belong to the workflow workspace' },
{ status: 400 }
)
}
}
let results: SearchResult[]
const hasFilters = structuredFilters && structuredFilters.length > 0
/** Oversample vector results when reranking so the reranker has more to choose from.
* Cap at 100 to bound Cohere request cost (1 search unit = ≤100 docs). When the caller
* supplies `rerankerInputCount`, honor it but never let it drop below `topK`
* (which would defeat the purpose) or exceed 100 (which would split into >1 search units). */
const rawInputCount = validatedData.rerankerInputCount
if (useReranker && rawInputCount !== undefined && rawInputCount < validatedData.topK) {
logger.warn(
`[${requestId}] rerankerInputCount (${rawInputCount}) is below topK (${validatedData.topK}); raising to topK`
)
}
const candidateTopK = useReranker
? rawInputCount !== undefined
? Math.min(100, Math.max(validatedData.topK, rawInputCount))
: Math.min(100, validatedData.topK * 4)
: validatedData.topK
if (!hasQuery && hasFilters) {
results = await handleTagOnlySearch({
knowledgeBaseIds: accessibleKbIds,
topK: validatedData.topK,
structuredFilters,
})
} else if (hasQuery && hasFilters) {
logger.debug(`[${requestId}] Executing tag + vector search with filters:`, structuredFilters)
const strategy = getQueryStrategy(accessibleKbIds.length, candidateTopK)
const queryVector = JSON.stringify((await queryEmbeddingPromise)?.embedding ?? null)
results = await handleTagAndVectorSearch({
knowledgeBaseIds: accessibleKbIds,
topK: candidateTopK,
structuredFilters,
queryVector,
distanceThreshold: strategy.distanceThreshold,
})
} else if (hasQuery && !hasFilters) {
const strategy = getQueryStrategy(accessibleKbIds.length, candidateTopK)
const queryVector = JSON.stringify((await queryEmbeddingPromise)?.embedding ?? null)
results = await handleVectorOnlySearch({
knowledgeBaseIds: accessibleKbIds,
topK: candidateTopK,
queryVector,
distanceThreshold: strategy.distanceThreshold,
})
} else {
return NextResponse.json(
{
error:
'Please provide either a search query or tag filters to search your knowledge base',
},
{ status: 400 }
)
}
/** Optional Cohere rerank pass on top of vector results.
* `rerankBilled` = Cohere was successfully called (even with 0 results) and we owe the search unit. */
const rerankedScores = new Map<string, number>()
let rerankBilled = false
let rerankIsBYOK = false
if (useReranker && rerankerModel && results.length > 0) {
const candidateCount = results.length
try {
const { results: ranked, isBYOK } = await rerank(
validatedData.query!,
results.map((r) => ({ id: r.id, text: r.content })),
{
model: rerankerModel,
topN: validatedData.topK,
workspaceId,
apiKey: validatedData.rerankerApiKey,
}
)
rerankBilled = true
rerankIsBYOK = isBYOK
if (ranked.length === 0) {
logger.warn(
`[${requestId}] Reranker returned 0 results; falling back to vector ordering`,
{ model: rerankerModel, candidateCount }
)
results = results.slice(0, validatedData.topK)
} else {
const idToResult = new Map(results.map((r) => [r.id, r]))
results = ranked
.map((r) => idToResult.get(r.item.id))
.filter((r): r is SearchResult => Boolean(r))
for (const r of ranked) rerankedScores.set(r.item.id, r.relevanceScore)
logger.info(`[${requestId}] Reranked ${candidateCount}${results.length} results`, {
model: rerankerModel,
})
}
} catch (error) {
logger.warn(`[${requestId}] Reranker failed; falling back to vector ordering`, {
error: getErrorMessage(error, 'Unknown error'),
model: rerankerModel,
candidateCount,
workspaceId,
})
results = results.slice(0, validatedData.topK)
}
} else if (useReranker) {
results = results.slice(0, validatedData.topK)
}
let cost = null
let tokenCount = null
if (hasQuery) {
try {
tokenCount = estimateTokenCount(
validatedData.query!,
getEmbeddingModelInfo(queryEmbeddingModel).tokenizerProvider
)
// BYOK query embeddings incur no Sim cost, so don't bill (or roll up) them.
const queryEmbeddingResult = await queryEmbeddingPromise
if (!queryEmbeddingResult?.isBYOK) {
cost = calculateCost(queryEmbeddingModel, tokenCount.count, 0, false)
}
} catch (error) {
logger.warn(`[${requestId}] Failed to calculate cost for search query`, {
error: getErrorMessage(error, 'Unknown error'),
})
}
}
/** Add Cohere rerank cost (1 search unit per successful call, since we cap candidates ≤100).
* Bill on every successful API response — Cohere charges even when 0 results are returned. */
let rerankerCost = 0
if (rerankBilled && rerankerModel && !rerankIsBYOK) {
const pricing = getRerankModelPricing(rerankerModel)
if (pricing) {
rerankerCost = pricing.perSearchUnit
if (cost) {
cost = {
...cost,
input: cost.input + rerankerCost,
total: cost.total + rerankerCost,
}
} else {
cost = {
input: rerankerCost,
output: 0,
total: rerankerCost,
pricing: { input: 0, output: 0, updatedAt: pricing.updatedAt },
}
}
} else {
logger.warn(`[${requestId}] No pricing entry for rerank model ${rerankerModel}`)
}
}
// Record query-embedding + reranker cost for standalone callers (UI, copilot,
// guardrail RAG). The workflow tool sets skipUsageBilling and rolls the cost
// up via the executor instead, so this never double-bills; BYOK already
// resolved to 0 above.
if (shouldMeter && workspaceId && cost && cost.total > 0) {
const { recordUsage } = await import('@/lib/billing/core/usage-log')
await recordUsage({
userId,
workspaceId,
entries: [
{
category: 'model',
source: 'knowledge-base',
description: queryEmbeddingModel,
cost: cost.total,
sourceReference: `kb-search:${requestId}`,
},
],
}).catch((billingError) => {
logger.error(`[${requestId}] Failed to record KB search usage`, { error: billingError })
})
}
const tagDefsResults = await Promise.all(
accessibleKbIds.map(async (kbId) => {
try {
const tagDefs = await getDocumentTagDefinitions(kbId)
const map: Record<string, string> = {}
tagDefs.forEach((def) => {
map[def.tagSlot] = def.displayName
})
return { kbId, map }
} catch (error) {
logger.warn(`[${requestId}] Failed to fetch tag definitions for display mapping:`, error)
return { kbId, map: {} as Record<string, string> }
}
})
)
const tagDefinitionsMap: Record<string, Record<string, string>> = {}
tagDefsResults.forEach(({ kbId, map }) => {
tagDefinitionsMap[kbId] = map
})
const documentIds = results.map((result) => result.documentId)
const documentMetadataMap = await getDocumentMetadataByIds(documentIds)
try {
PlatformEvents.knowledgeBaseSearched({
knowledgeBaseId: accessibleKbIds[0],
resultsCount: results.length,
workspaceId: workspaceId || undefined,
})
} catch {
// Telemetry should not fail the operation
}
return NextResponse.json({
success: true,
data: {
results: results.map((result) => {
const kbTagMap = tagDefinitionsMap[result.knowledgeBaseId] || {}
logger.debug(
`[${requestId}] Result KB: ${result.knowledgeBaseId}, available mappings:`,
kbTagMap
)
const tags: Record<string, any> = {}
ALL_TAG_SLOTS.forEach((slot) => {
const tagValue = (result as any)[slot]
if (tagValue !== null && tagValue !== undefined) {
const displayName = kbTagMap[slot] || slot
logger.debug(
`[${requestId}] Mapping ${slot}="${tagValue}" -> "${displayName}"="${tagValue}"`
)
tags[displayName] = tagValue
}
})
const rerankerScore = rerankedScores.get(result.id)
const docMeta = documentMetadataMap[result.documentId]
return {
documentId: result.documentId,
documentName: docMeta?.filename || undefined,
sourceUrl: docMeta?.sourceUrl ?? null,
content: result.content,
chunkIndex: result.chunkIndex,
metadata: tags,
similarity: hasQuery ? 1 - result.distance : 1,
...(rerankerScore !== undefined && { rerankerScore }),
}
}),
query: validatedData.query || '',
knowledgeBaseIds: accessibleKbIds,
knowledgeBaseId: accessibleKbIds[0],
topK: validatedData.topK,
totalResults: results.length,
...(cost
? {
cost: {
input: cost.input,
output: cost.output,
total: cost.total,
tokens: {
prompt: tokenCount?.count ?? 0,
completion: 0,
total: tokenCount?.count ?? 0,
},
model: queryEmbeddingModel,
pricing: cost.pricing,
...(rerankBilled && !rerankIsBYOK
? { rerankerCost, rerankerModel, rerankerSearchUnits: 1 }
: {}),
},
}
: {}),
},
})
} catch (error) {
return NextResponse.json(
{
error: 'Failed to perform vector search',
message: getErrorMessage(error, 'Unknown error'),
},
{ status: 500 }
)
}
})