Files
gochat/docs/requirements/M09-codegraph-context.md
rogee 0dabb8cfa5 docs: 整理文档目录结构 — 清理过时文档、归集功能子目录、统一命名规范
清理:
- 删除 34 份过时文档(gap reports/QA临时报告/验收报告/阶段性文档)
- 删除 docs/.hermes/skills 第三方 skills 副本(16 文件)
- 删除 skills-lock.json

目录归集:
- 根目录仅保留 README.md 索引
- product/ — 产品与架构设计(PRD + ARCHITECTURE + P2设计文档 + AI/企业路线图)
- tracking/ — Chatwoot parity 开发跟踪
- requirements/ — M01-M12 模块需求
- plans/ — 历史实现计划
- parity/ — 路由 parity 与前端契约
- qa/ — QA 报告与测试计划
- ops/ — 运维部署

命名规范:
- 全小写 kebab-case,禁止全大写文件名
- product/tracking/ops 用 NN- 序号前缀
- requirements 用 MNN- 两位零填充模块号
- plans/qa 用 YYYY-MM-DD- 日期前缀
- requirements M1-M9 零填充为 M01-M09(修复字典序)

同步更新:
- backend/cmd/route_parity/main.go 路径默认值
- backend/scripts/parity_frontend_smoke.sh 报告路径
- 所有 docs 内部交叉引用
- .gitignore 排除编译产物 (backend/gochat, backend/route_parity)
- 新增迁移 000052/000053
- 前端 WS 相关修改
2026-07-09 14:53:27 +08:00

452 lines
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Markdown

## Code Context
**Query:** knowledge base, portal, article, category, folder, related category, article embedding, help center, kbase search
### Entry Points
- **Onboarding::HelpCenterArticleBuilder** (class) - enterprise/app/services/onboarding/help_center_article_builder.rb:1
- **Onboarding::HelpCenterArticleWriterJob** (class) - enterprise/app/jobs/onboarding/help_center_article_writer_job.rb:1
- **Onboarding::HelpCenterArticleGenerationJob** (class) - enterprise/app/jobs/onboarding/help_center_article_generation_job.rb:1
### Related Symbols
- app/jobs/application_job.rb: ApplicationJob:1
- enterprise/app/services/onboarding/help_center_article_builder.rb: initialize:4, perform:15, scrape:36, normalize:44, rewrite:57
- enterprise/app/jobs/onboarding/help_center_article_writer_job.rb: perform:12, on_writer_failure:27, failure_context:33, finalize:38
### Code
#### Onboarding::HelpCenterArticleBuilder (enterprise/app/services/onboarding/help_center_article_builder.rb:1)
```ruby
class Onboarding::HelpCenterArticleBuilder
BuildFailed = Onboarding::HelpCenterErrors::ArticleBuildFailed
def initialize(account:, portal:, user:, article:)
@account = account
@portal = portal
@user = user
spec = article.with_indifferent_access
@urls = Array(spec[:urls]).map(&:to_s).reject(&:blank?)
@title = spec[:title]
@category_id = spec[:category_id]
end
def perform
raise BuildFailed, 'no source urls supplied' if @urls.empty?
source_pages = scrape(@urls)
raise BuildFailed, "scrape produced no usable pages for #{@urls.join(', ')}" if source_pages.empty?
payload = rewrite(source_pages)
@portal.articles.create!(
title: payload[:title],
description: payload[:description].presence,
content: payload[:content],
author_id: @user.id,
category_id: @category_id,
status: :draft,
meta: { source_urls: source_pages.pluck(:url) }
)
end
private
def scrape(urls)
job = Firecrawl::Configuration.client.batch_scrape(
urls,
Firecrawl::Models::BatchScrapeOptions.new(options: Firecrawl::Configuration.default_scrape_options)
)
Array(job.data).filter_map { |doc| normalize(doc) }
end
def normalize(doc)
metadata = doc&.metadata || {}
status = metadata['statusCode']
return nil if status.present? && !(200..299).cover?(status)
return nil if doc.markdown.to_s.blank?
{
url: metadata['sourceURL'] || metadata['url'],
markdown: doc.m
// ... truncated ...
```
#### Onboarding::HelpCenterArticleWriterJob (enterprise/app/jobs/onboarding/help_center_article_writer_job.rb:1)
```ruby
class Onboarding::HelpCenterArticleWriterJob < ApplicationJob
queue_as :low
retry_on Firecrawl::FirecrawlError, wait: :polynomially_longer, attempts: 3 do |job, error|
job.send(:on_writer_failure, error)
end
discard_on Onboarding::HelpCenterErrors::ArticleBuildFailed do |job, error|
job.send(:on_writer_failure, error)
end
def perform(account_id, portal_id, user_id, generation_id, article_payload)
user = User.find(user_id)
payload = article_payload.with_indifferent_access
article = Onboarding::HelpCenterArticleBuilder.new(
account: Account.find(account_id),
portal: Portal.find(portal_id),
user: user,
article: payload[:article]
).perform
finalize(user: user, generation_id: generation_id, article: article)
end
private
def on_writer_failure(error)
user, generation_id = failure_context
Rails.logger.warn "[HelpCenterWriterJob] gen=#{generation_id} failed: #{error.class} #{error.message}"
finalize(user: user, generation_id: generation_id, article: nil)
end
def failure_context
_account_id, _portal_id, user_id, generation_id = arguments
[User.find_by(id: user_id), generation_id]
end
def finalize(user:, generation_id:, article:)
result = Onboarding::HelpCenterGenerationState.record_article_finished(generation_id)
if article
Onboarding::HelpCenterBroadcaster.article_generated(
user: user, generation_id: generation_id, article: article, articles_finished: resul
// ... truncated ...
```
#### Onboarding::HelpCenterArticleGenerationJob (enterprise/app/jobs/onboarding/help_center_article_generation_job.rb:1)
```ruby
class Onboarding::HelpCenterArticleGenerationJob < ApplicationJob
queue_as :low
retry_on Firecrawl::FirecrawlError, wait: :polynomially_longer, attempts: 3 do |job, error|
_account_id, _portal_id, user_id, generation_id = job.arguments
reason = "firecrawl exhausted: #{error.message}"
Rails.logger.warn "[HelpCenterGenerationJob] gen=#{generation_id} #{reason}"
job.send(:skip_and_broadcast, user: User.find_by(id: user_id), generation_id: generation_id, reason: reason)
end
def perform(account_id, portal_id, user_id, generation_id)
return if Onboarding::HelpCenterGenerationState.current(generation_id).present?
process(
account: Account.find(account_id),
portal: Portal.find(portal_id),
user: User.find(user_id),
generation_id: generation_id
)
rescue Onboarding::HelpCenterErrors::CurationSkipped => e
Rails.logger.info "[HelpCenterGenerationJob] gen=#{generation_id} skipped: #{e.message}"
skip_and_broadcast(user: User.find_by(id: user_id), generation_id: generation_id, reason: e.message)
end
private
def process(account:, portal:, user:, generation_id:)
plan = Onboarding::HelpCenterCurator.new(account: account).perform
articles = create_categories_and_build_article_payloads(portal, plan)
Onboarding::HelpCenterGenerationState.start(generation_id, total: articles.size)
enqueue_writer_jobs(
account_id: account.id,
portal_id: portal.id,
user_id: user.id,
generation_id:
// ... truncated ...
```
#### initialize (enterprise/app/services/onboarding/help_center_article_builder.rb:4)
```ruby
def initialize(account:, portal:, user:, article:)
@account = account
@portal = portal
@user = user
spec = article.with_indifferent_access
@urls = Array(spec[:urls]).map(&:to_s).reject(&:blank?)
@title = spec[:title]
@category_id = spec[:category_id]
end
```
#### perform (enterprise/app/services/onboarding/help_center_article_builder.rb:15)
```ruby
def perform
raise BuildFailed, 'no source urls supplied' if @urls.empty?
source_pages = scrape(@urls)
raise BuildFailed, "scrape produced no usable pages for #{@urls.join(', ')}" if source_pages.empty?
payload = rewrite(source_pages)
@portal.articles.create!(
title: payload[:title],
description: payload[:description].presence,
content: payload[:content],
author_id: @user.id,
category_id: @category_id,
status: :draft,
meta: { source_urls: source_pages.pluck(:url) }
)
end
```
#### scrape (enterprise/app/services/onboarding/help_center_article_builder.rb:36)
```ruby
def scrape(urls)
job = Firecrawl::Configuration.client.batch_scrape(
urls,
Firecrawl::Models::BatchScrapeOptions.new(options: Firecrawl::Configuration.default_scrape_options)
)
Array(job.data).filter_map { |doc| normalize(doc) }
end
```
#### normalize (enterprise/app/services/onboarding/help_center_article_builder.rb:44)
```ruby
def normalize(doc)
metadata = doc&.metadata || {}
status = metadata['statusCode']
return nil if status.present? && !(200..299).cover?(status)
return nil if doc.markdown.to_s.blank?
{
url: metadata['sourceURL'] || metadata['url'],
markdown: doc.markdown.to_s,
page_title: metadata['title'].to_s.strip
}
end
```
#### rewrite (enterprise/app/services/onboarding/help_center_article_builder.rb:57)
```ruby
def rewrite(source_pages)
response = Captain::Llm::ArticleWriterService.new(
account: @account,
source_pages: source_pages,
hint_title: @title.presence || source_pages.first[:page_title]
).perform
raise BuildFailed, "writer LLM error: #{response[:error]}" if response[:error]
payload = response[:message] || {}
raise BuildFailed, 'writer returned blank content' if payload[:content].blank?
raise BuildFailed, 'writer returned blank title' if payload[:title].blank?
payload
end
```
#### perform (enterprise/app/jobs/onboarding/help_center_article_writer_job.rb:12)
```ruby
def perform(account_id, portal_id, user_id, generation_id, article_payload)
user = User.find(user_id)
payload = article_payload.with_indifferent_access
article = Onboarding::HelpCenterArticleBuilder.new(
account: Account.find(account_id),
portal: Portal.find(portal_id),
user: user,
article: payload[:article]
).perform
finalize(user: user, generation_id: generation_id, article: article)
end
```
#### on_writer_failure (enterprise/app/jobs/onboarding/help_center_article_writer_job.rb:27)
```ruby
def on_writer_failure(error)
user, generation_id = failure_context
Rails.logger.warn "[HelpCenterWriterJob] gen=#{generation_id} failed: #{error.class} #{error.message}"
finalize(user: user, generation_id: generation_id, article: nil)
end
```
#### failure_context (enterprise/app/jobs/onboarding/help_center_article_writer_job.rb:33)
```ruby
def failure_context
_account_id, _portal_id, user_id, generation_id = arguments
[User.find_by(id: user_id), generation_id]
end
```
#### finalize (enterprise/app/jobs/onboarding/help_center_article_writer_job.rb:38)
```ruby
def finalize(user:, generation_id:, article:)
result = Onboarding::HelpCenterGenerationState.record_article_finished(generation_id)
if article
Onboarding::HelpCenterBroadcaster.article_generated(
user: user, generation_id: generation_id, article: article, articles_finished: result[:finished]
)
end
return unless result[:completed]
Onboarding::HelpCenterBroadcaster.completed(user: user, generation_id: generation_id, status: 'completed')
rescue Onboarding::HelpCenterGenerationState::Missing => e
Rails.logger.warn "[HelpCenterWriterJob] gen=#{generation_id} #{e.message}"
end
```
#### enqueue_writer_jobs (enterprise/app/jobs/onboarding/help_center_article_generation_job.rb:89)
```ruby
def enqueue_writer_jobs(account_id:, portal_id:, user_id:, generation_id:, articles:)
articles.each do |article|
Onboarding::HelpCenterArticleWriterJob.perform_later(
account_id, portal_id, user_id, generation_id, { article: article }
)
end
end
```
#### perform (enterprise/app/jobs/onboarding/help_center_article_generation_job.rb:11)
```ruby
def perform(account_id, portal_id, user_id, generation_id)
return if Onboarding::HelpCenterGenerationState.current(generation_id).present?
process(
account: Account.find(account_id),
portal: Portal.find(portal_id),
user: User.find(user_id),
generation_id: generation_id
)
rescue Onboarding::HelpCenterErrors::CurationSkipped => e
Rails.logger.info "[HelpCenterGenerationJob] gen=#{generation_id} skipped: #{e.message}"
skip_and_broadcast(user: User.find_by(id: user_id), generation_id: generation_id, reason: e.message)
end
```
#### process (enterprise/app/jobs/onboarding/help_center_article_generation_job.rb:27)
```ruby
def process(account:, portal:, user:, generation_id:)
plan = Onboarding::HelpCenterCurator.new(account: account).perform
articles = create_categories_and_build_article_payloads(portal, plan)
Onboarding::HelpCenterGenerationState.start(generation_id, total: articles.size)
enqueue_writer_jobs(
account_id: account.id,
portal_id: portal.id,
user_id: user.id,
generation_id: generation_id,
articles: articles
)
end
```
#### create_categories_and_build_article_payloads (enterprise/app/jobs/onboarding/help_center_article_generation_job.rb:41)
```ruby
def create_categories_and_build_article_payloads(portal, plan)
ActiveRecord::Base.transaction do
categories_by_name = create_categories(portal, plan['categories'])
articles = build_article_payloads(
plan['articles'],
categories_by_name,
plan['allowed_urls']
)
if articles.empty?
raise Onboarding::HelpCenterErrors::CurationSkipped,
'no articles after category or URL filtering'
end
articles
end
end
```
#### create_categories (enterprise/app/jobs/onboarding/help_center_article_generation_job.rb:59)
```ruby
def create_categories(portal, categories)
locale = portal.default_locale
Array(categories).each_with_index.with_object({}) do |(cat, idx), acc|
name = cat['name'].to_s.strip
next if name.blank?
record = portal.categories.create!(
name: name,
description: cat['description'].to_s.strip.presence,
slug: "#{name.parameterize}-#{SecureRandom.hex(3)}",
locale: locale,
position: (idx + 1) * 10
)
acc[name] = record
end
end
```
#### build_article_payloads (enterprise/app/jobs/onboarding/help_center_article_generation_job.rb:76)
```ruby
def build_article_payloads(articles, categories_by_name, allowed_urls)
allowed_urls = Array(allowed_urls).to_set
Array(articles).filter_map do |article|
category_id = categories_by_name[article['category_name'].to_s]&.id
next if category_id.nil?
urls = Array(article['urls']).select { |url| allowed_urls.include?(url) }
next if urls.empty?
article.merge('category_id' => category_id, 'urls' => urls)
end
end
```
#### skip_and_broadcast (enterprise/app/jobs/onboarding/help_center_article_generation_job.rb:97)
```ruby
def skip_and_broadcast(user:, generation_id:, reason:)
Onboarding::HelpCenterGenerationState.skip(generation_id, reason: reason)
Onboarding::HelpCenterBroadcaster.completed(
user: user, generation_id: generation_id, status: 'skipped', skip_reason: reason
)
end
```
#### enqueue_article_generation (enterprise/app/services/onboarding/help_center_creation_service.rb:75)
```ruby
def enqueue_article_generation(portal)
return if homepage_link.blank?
generation_id = SecureRandom.uuid
Onboarding::HelpCenterArticleGenerationJob.perform_later(@account.id, portal.id, @user.id, generation_id)
rescue StandardError => e
Rails.logger.error "[HelpCenterCreation] Failed to enqueue article generation for account #{@account.id}: #{e.class} - #{e.message}"
end
```
#### ApplicationJob (app/jobs/application_job.rb:1)
```ruby
class ApplicationJob < ActiveJob::Base
# https://api.rubyonrails.org/v5.2.1/classes/ActiveJob/Exceptions/ClassMethods.html
discard_on ActiveJob::DeserializationError do |job, error|
Rails.logger.info("Skipping #{job.class} with #{
job.instance_variable_get(:@serialized_arguments)
} because of ActiveJob::DeserializationError (#{error.message})")
end
end
```