test: clean up brittle and low-value tests

- Remove 4 broken Python test files (ld_deep x3, path_normalization)
- Fix 2 vector_db tests to use correct mock target (get_collection)
- Remove 2 JS test files (settings-panels, vector-ready — trivial)
- Trim 3 buildRuntimeInstallCommand tests from errors.test.ts
- Narrow CI unit-tests to only run tests/unit/ (gate-level)
This commit is contained in:
Research Assistant 2026-05-24 19:59:14 +08:00
parent b74da81b0e
commit 5ad9a54a66
76 changed files with 9570 additions and 770 deletions

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@ -52,13 +52,7 @@ jobs:
- name: Run unit tests
shell: bash
run: |
python -m pytest tests/ \
--ignore=tests/sandbox \
--ignore=tests/cli \
--ignore=tests/e2e \
--ignore=tests/journey \
--ignore=tests/chaos \
--ignore=tests/audit \
python -m pytest tests/unit/ \
-v --tb=short --timeout=60
# ---------------------------------------------------------------------------

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---
name: paperforge
description: >
Research Memory Runtime — 文献搜索、精读、问答、阅读笔记、
工作记录、方法论提取。Triggered by:
pf-deep pf-paper pf-sync pf-ocr pf-status,
"精读" "找文献" "搜文献" "文献问答" "读一下" "看看这篇"
"讨论" "记录阅读" "记录工作" "总结会话" "提取方法论"
"记一下" "保存这次" "找证据" "找75 Hz" "找支持" "collection" "库里".
source: paperforge
version: 1.5.9
---
# PaperForge — Research Memory Runtime
PaperForge 将文献、阅读痕迹、工作过程、方法论和产物
组织成可检索、可复核、可由 agent 调用的研究记忆。
---
## 1. Bootstrap — 必须先执行
```bash
python $SKILL_DIR/scripts/pf_bootstrap.py --vault "$VAULT"
```
返回 JSON。记录以下变量所有 molecule 文件继承,不再重复声明):
| 变量 | JSON 字段 | 用途 |
| ------------- | ----------------------- | ------------------------------ |
| `$VAULT` | `vault_root` | 所有 `--vault` 参数 |
| `$PYTHON` | `python_candidate` | 所有 `python -m paperforge` 调用 |
| `$LIT_DIR` | `paths.literature_dir` | 文献笔记根目录 |
| `$SKILL_DIR` | 平台注入 | 脚本路径 |
| `$METHODS` | `methodology_index` | 可用方法论索引 |
如果 `ok: false`,报告 `error` 给用户,**停止。禁止自己拼路径。**
如果 `python_verified``false``python_candidate``null`
依次尝试 `python``python3`。全部失败则停止,提示用户在 `paperforge.json` 中设置 `python_path`
bootstrap 现在也返回一个 `capabilities`rg, semantic, metadata 等)。
## 1a. Pre-flight Checklist
**进入任何 molecule 之前,必须完成以下检查。标记为 `[x]` 后才可前进。**
- [ ] **bootstrap completed**`$VAULT`、`$PYTHON`、`$LIT_DIR`、`$SKILL_DIR` 已定义
- [ ] **version match**`$PYTHON -m paperforge --version` 输出的版本号与 SKILL.md frontmatter 的 `version` 字段一致;不一致时提示用户运行 `paperforge update`
- [ ] **capabilities**:已读取 `capabilities` 块中的 `rg`、`metadata_search`、`paper_context`、`semantic_enabled`、`semantic_ready`
- [ ] **runtime-health passed**`safe_read`、`safe_write` 已知vector 状态已知
- [ ] **intent identified**:用户意图已映射到一个顶层 research intent
- [ ] **molecule selected**:已路由到对应的 `molecules/<intent>.md`
如果任一检查未通过,先执行对应的步骤,**不跳过**。
---
## 2. Agent Context — bootstrap 成功后执行
```bash
$PYTHON -m paperforge --vault "$VAULT" agent-context --json
```
返回 library overview、collection tree、可用命令和规则。Agent 注入为会话上下文。
---
## 3. Runtime Health — compound 启动原子
在 compound 启动链中,只执行一次:
```text
bootstrap -> agent-context -> runtime-health -> route -> molecule
```
执行命令:
```bash
$PYTHON -m paperforge --vault "$VAULT" runtime-health --json
```
检查返回 JSON
- `data.summary.safe_read == false`:禁止路由到 discover-papers、read-known-paper、deep-analyze-paper
- `data.summary.safe_write == false`:禁止路由到 write-reading-log-jsonl、write-project-reading-log、write-project-log
- `data.layers.vector.status != "ok"`:禁止把 semantic retrieve 当主路径,必要时退回 FTS / paper-context / fulltext
- `data.layers.*.repair_command` 存在时,优先把该命令作为修复建议返回给用户
一旦 runtime-health 通过,后续 molecule 继承该状态,**不要在每个 molecule 里重复跑 preflight**。
Dashboard 的 `System Status` 只是这个 contract 的薄展示,不是第二套真相源。
---
## 4. 意图路由
用户输入按以下顺序判定并路由到 molecule。
### A. 机械命令(不经过 research intent routing
| 用户说 | 动作 |
| ------------- | ---------------------------------------------------------- |
| `/pf-sync` | 执行 `paperforge sync`,解释结果 |
| `/pf-ocr` | 执行 `paperforge ocr`,解释结果 |
| `/pf-status` | 执行 `paperforge status --json``runtime-health --json` |
### B. 研究命令别名
| 用户说 | 路由到的 intent |
| ----------- | ---------------------------- |
| `/pf-deep` | `deep_analyze_paper` |
| `/pf-paper` | `read_known_paper` |
### C. 顶层研究意图(按判定顺序)
1. **`capture_project_knowledge`** — 直接保存/归档/提取(用户说"记一下"、"保存这次"、"提取方法论"
2. **`read_known_paper`** — 用户给定了明确的 paperkey/DOI/标题)
3. **`discover_papers`** — 用户要找一批论文("找XX的文章"、"collection里有什么"
4. **`find_supporting_evidence`** — 用户要找具体证据/参数/术语("找75 Hz"、"找支持这句话的依据"
5. **`deep_analyze_paper`** — 用户明确要精读("/pf-deep"
**判定顺序(必须严格按此顺序执行):**
```text
0. 处理机械命令A 节)
1. 处理别名B 节)→ deep_analyze_paper / read_known_paper
2. 如果用户要求保存/归档/从上下文提取 → capture_project_knowledge
3. 如果用户已指向单一论文 → read_known_paper
4. 如果用户想要论文列表 → discover_papers
5. 如果用户想要证据/支持 → find_supporting_evidence
6. 如果意图无法判定 → 打开 atoms/clarify-user-intent.md
注意:如果多个 intent 同时匹配(如"找这篇的证据然后保存"**除非某个 intent 明显主导**,否则也走 clarify不要硬猜。
7. post-actionmolecule 输出后,如果用户要求保存 → capture_project_knowledge
```
### D. Clarify 回退
- 不能稳定判定 intent 时,打开 `atoms/clarify-user-intent.md`
- 最多两轮
未知或拼错的 `/pf-*` 命令不要静默掉进 `project-engineering`,必须明确提示用户命令不存在或请澄清意图。
---
## 5. Reading-Log Safety Rule — 全局规则,所有 workflow 必须遵守
Reading-log 不是事实源。它记录的是**之前的关注点、解读和预期用途**。
当存在 prior reading-log 时:
1. 用它决定**优先复查什么**,不是用它回答用户问题
2. 重新打开**原文/图表/表格**,核实之前的解读
3. 确认的,说明"已回原文复核"
4. 被推翻的,创建 correction note
5. **绝对禁止**仅根据 reading-log 内容回答事实性问题
---
## 6. 全局禁止规则
- **禁止自行拼接文件路径**。所有路径从 bootstrap 或 paper-context 获取。
- **禁止绕过 CLI 直接操作文件**。搜索用 `$PYTHON -m paperforge search`,不用 glob/grep 扫库。
- **禁止在未完成 paper-context 检查前读取原文**(适用于 read-known-paper、deep-analyze-paper
---
## 文件结构
```
paperforge/skills/paperforge/
├── SKILL.md ← 本文件compound启动注入 + 路由 + 全局规则)
├── molecules/ ← 1 molecule = 1 intent 的完整执行流程
│ ├── read-known-paper.md
│ ├── discover-papers.md
│ ├── find-supporting-evidence.md
│ ├── deep-analyze-paper.md
│ └── capture-project-knowledge.md
├── atoms/ ← 可复用子步骤
│ ├── clarify-user-intent.md
│ ├── retrieval-routing.md
│ ├── write-reading-log-jsonl.md
│ ├── write-project-reading-log.md
│ ├── write-project-log.md
│ ├── extract-methodology-card.md
│ └── chart-reading/
├── scripts/
│ ├── pf_bootstrap.py
│ └── pf_deep.py
└── workflows/
└── project-engineering.md
```

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# GSEA 富集图
## 适用场景
展示基因集富集分析Gene Set Enrichment Analysis结果说明某一基因集合如通路、功能类别在排序后的基因列表中是否富集于顶端或底端。常用于转录组、蛋白质组差异表达下游分析。
## 读图维度
### 1. 排序指标与排序逻辑
- **基因排序依据**
- Signal2Noise ratiologFCt-statisticCorrelation
- 排序方向:高表达→低表达?病例→对照?
- **排序方向含义**
- 左侧(顶端)= 在 Case 中高表达 / 正相关
- 右侧(底端)= 在 Control 中高表达 / 负相关
### 2. 富集曲线 (Enrichment Plot)
- **曲线形态**
- 高峰靠左 = 基因集富集于排序列表顶端Case-associated
- 高峰靠右 = 富集于底端Control-associated
- 平坦 = 无显著富集
- **峰值位置**
- 峰值在哪个分位数ES 最大点)
- 峰值是否陡峭?(富集程度强 vs 弱)
### 3. 核心统计量
- **ES (Enrichment Score)**
- 标准化 ES (NES) 范围通常在 -3 到 +3
- |NES| > 1 通常被认为有意义(软件默认阈值)
- 但作者使用的实际阈值是什么?
- **p-value / FDR (q-value)**
- q < 0.05 还是 q < 0.25GSEA 默认用较宽松的 0.25
- 是否经过多重检验校正?
- **Leading Edge**
- 哪些基因贡献了主要富集信号?
- Leading edge 基因数 / 基因集总基因数 = ?
### 4. 基因位置分布
- **中间条的竖线**
- 每个竖线代表该基因集中的基因在排序列表中的位置
- 竖线是否集中在左侧/右侧?还是均匀分布?
- **基因集大小**
- 总基因数是否在合理范围15-500
- 过小(<15或过大>500的基因集结果不可靠
### 5. 热图条带
- **热图含义**
- 通常表示所有基因的表达谱(红=高表达,蓝=低表达)
- 或表示基因与表型的相关性
- **观察要点**
- 热图颜色在 Leading Edge 区域是否一致?
- 是否呈现清晰的分层?
## 常见陷阱
| 陷阱 | 识别方法 | 风险 |
|------|---------|------|
| **宽松FDR阈值** | q<0.25 作为显著性 | 大量假阳性通路需要 q<0.05 |
| **基因集大小不当** | 看基因集总基因数 | 过小缺乏统计力,过大失去特异性 |
| **排序指标选择偏差** | 检查 ranking metric | 不同指标可能产生不同结果 |
| **Permutation次数不足** | nPerm < 1000 | p值不稳定结果不可重复 |
| **多重数据库扫描** | 同时测试数百个基因集 | 即使 q-value 校正,仍可能过拟合 |
## 关键问题模板
1. "GSEA 使用 q<0.25 作为阈值如果收紧到 q<0.05该通路是否仍然显著"
2. "富集曲线峰值靠左,但 Leading Edge 基因只占基因集的 20%,富集信号是否主要由少数基因驱动?"
3. "排序使用的是 Signal2Noise如果改用 logFC 或 t-statistic该通路是否仍然富集"
4. "该基因集包含 400+ 基因,是否过大导致失去生物学特异性?"
## 一句话总结
> GSEA 图的核心是**"看排序、看曲线、看Leading Edge、防宽松阈值"**——富集曲线的峰值位置和陡峭度比单纯的 p 值更能说明问题。

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# Chart-Reading Guide Index
> 按生物医学文献中的常见度排序。每个指南包含该图类型的阅读方法、关键审查问题、以及常见陷阱。
| # | 图表类型 | 处理的主要图表类型 | 指南文件 |
|---|---------|-------------------|---------|
| 1 | 条形图与误差棒 | 柱状图、条形图、误差棒 | [[条形图与误差棒]] |
| 2 | 森林图与Meta分析 | 森林图、Meta分析 | [[森林图与Meta分析]] |
| 3 | 折线图与时间序列 | 折线图、时间序列图 | [[折线图与时间序列]] |
| 4 | 散点图与气泡图 | 散点图、气泡图 | [[散点图与气泡图]] |
| 5 | ROC与PR曲线 | ROC曲线、PR曲线 | [[ROC与PR曲线]] |
| 6 | 生存曲线 | Kaplan-Meier生存曲线 | [[生存曲线]] |
| 7 | 箱式图与小提琴图 | 箱式图、小提琴图 | [[箱式图与小提琴图]] |
| 8 | 热图与聚类图 | 热图、聚类热图、相关性矩阵、树状图 | [[热图与聚类图]] |
| 9 | 桑基图与弦图 | 桑基图、弦图、流程图 | [[桑基图与弦图]] |
| 10 | 火山图与曼哈顿图 | 火山图、曼哈顿图 | [[火山图与曼哈顿图]] |
| 11 | 网络图与通路图 | 网络图、通路图、富集网络 | [[网络图与通路图]] |
| 12 | GSEA富集图 | GSEA富集分析图 | [[GSEA富集图]] |
| 13 | 降维图(PCA-tSNE-UMAP) | PCA、t-SNE、UMAP降维图 | [[降维图(PCA-tSNE-UMAP)]] |
| 14 | 雷达图与漏斗图 | 雷达图、漏斗图 | [[雷达图与漏斗图]] |
| 15 | 组织学半定量图 | 组织学染色评分图 | [[组织学半定量图]] |
| 16 | 免疫荧光定量图 | 免疫荧光定量分析图 | [[免疫荧光定量图]] |
| 17 | 显微照片与SEM图 | 显微照片、SEM电镜图 | [[显微照片与SEM图]] |
| 18 | Western Blot条带图 | Western Blot条带图 | [[Western Blot条带图]] |
| 19 | 蛋白质结构图 | 蛋白质3D结构图、结构域图 | [[蛋白质结构图]] |

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# ROC 与 PR 曲线阅读指南
## 适用场景
- 评估分类/诊断模型的性能
- 比较不同模型/特征的区分能力
- 选择最优分类阈值
---
## 核心阅读维度
### 1. AUC / AUROC
- **数值解读**
- 0.5 = 随机猜测(对角线)
- 0.7-0.8 = 可接受
- 0.8-0.9 = 优秀
- >0.9 = 杰出(但也可能是过拟合信号)
- **置信区间**是否报告了95% CICI窄 = 估计精确CI宽 = 样本小或不稳定
- **与基线比较**是否优于现有方法差异是否有统计学意义DeLong检验
### 2. PR-AUCPrecision-Recall
- **什么时候更重要**当正负样本极度不平衡时如罕见病诊断PR曲线比ROC更有信息量
- **基线**PR曲线的基线 = 正样本比例如正样本5%则基线AP=0.05
- **解读**APAverage Precision> 基线多少AP高但ROC AUC低 = 模型对正样本识别好,但假阳性多
### 3. 最优截断点
- **Youden指数**Sensitivity + Specificity - 1 的最大值点
- **临床场景决定**
- 筛查如癌症早筛优先高Sensitivity不漏诊容忍低Specificity
- 确诊如手术决策优先高Specificity不误诊容忍低Sensitivity
- **作者的选择**是否根据临床需求选择了截断点还是只用默认0.5
### 4. 曲线形态
- **ROC左上角凸起**越好高Sensitivity + 高Specificity同时达到
- **PR右上角凸起**越好高Precision + 高Recall同时达到
- **交叉曲线**:两条曲线交叉 = 一个模型在某些阈值更好,另一个在其他阈值更好
- **平台期**:曲线在某段平台 = 改变阈值对该区间性能影响小
### 5. 验证策略
- **训练集 vs 测试集**ROC是否在测试集上报告训练集ROC无意义必定 inflate
- **交叉验证**是否用k-fold CV折数多少k=5或10标准
- **外部验证**:是否在独立数据集上验证?(金标准)
- **时间验证**:如果是时序数据,是否用未来数据验证?
---
## 常见陷阱
| 陷阱 | 说明 | 如何识别 |
|------|------|---------|
| 数据泄露 | 测试集信息用于特征选择/模型调参 | 问:特征选择是否在交叉验证循环内? |
| 阈值报告偏差 | 只报告最优阈值,忽略实际应用阈值 | 看是否说明了阈值选择依据 |
| 不平衡数据用ROC | 正样本<5%时ROC AUC可能虚高 | 是否同时报告了PR曲线 |
| 过拟合 | 训练集AUC=0.99测试集AUC=0.75 | 比较训练/测试性能差距 |
| 置信区间缺失 | AUC=0.85但无CI无法判断可靠性 | 看是否报告95% CI或标准误 |
---
## 批判性提问模板
1. "AUC是在训练集还是独立测试集上计算的"
2. "如果数据不平衡是否同时报告了PR-AUC"
3. "最优截断点的选择依据是什么?是否符合临床场景?"
4. "置信区间宽度如何?样本量是否足够?"
5. "与现有方法比较时是否用了DeLong检验"
6. "验证策略是什么k-fold CV外部验证时间验证"

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# Western Blot 条带图
## 适用场景
Western Blot免疫印迹条带的半定量分析包括磷酸化蛋白检测、总蛋白表达、翻译后修饰PTM分析。是生物医学研究中蛋白层面最常用的验证方法。
---
## 核心阅读维度
### 1. 内参Loading Control选择与验证
| 内参类型 | 常用蛋白举例 | 适用场景 | 风险 |
| ---------------- | ------------------------- | --------------------------------- | --------------------------------- |
| 管家蛋白 | GAPDH、β-Actin、β-Tubulin | 普通全细胞裂解液 | 可能受实验条件调控,不稳定 |
| 总蛋白染色 | Ponceau S、Coomassie | 磷酸化蛋白等 PTM 研究 | 更可靠但定量精度稍低 |
| 上样量控制 | BCA/Braford 定量后等量上样 | 所有WB | 只能控制总蛋白量,不能控制转膜效率 |
**关键检查点**
- 管家蛋白是否在所有实验条件下表达稳定?(处理组 vs 对照组)
- 是否验证了内参在线性范围内?(做了稀释曲线)
- 磷酸化蛋白是否用了总蛋白或胞浆/胞核分馏的内参,而非全细胞管家蛋白?
### 2. 条带完整性检查
- **裁剪规范**:同一膜上是否清晰标注了裁剪分界线?(磷酸化条带和总蛋白条带来自同一膜的不同抗体剥离/重孵育是常规做法,但必须标注)
- **非相邻泳道拼接**:同一膜上不相邻泳道被拼接到一起时,是否有明确分界线/空格标注
- **曝光均匀性**:整张膜的背景是否均匀?边缘泳道是否与中间泳道曝光一致?
### 3. 定量归一化方式
```
归一化值 = (目标条带强度 - 背景) / (内参条带强度 - 背景)
```
- **必须确认**:归一化是 Target / Loading Control还是先归一化到对照组再计算 fold change
- **内参一致性**内参条带强度在所有泳道中是否相近CV<15%如果差异过大内参本身不可靠
### 4. 线性范围与饱和检测
- **饱和信号**:条带纯白(像素值=255= 饱和,数据不可用
- **线性范围**:信号强度应与上样量成比例;过饱和导致定量偏低
- **检测方法**是否做了浓度梯度dilution series验证线性范围
- **多张膜比较**如果目标条带和内参来自不同膜是否有交叉参照bridging
### 5. 背景扣除与 ROI 设置
- **背景region**:使用膜上无蛋白区域的平均强度,而非纯白背景
- **ROI一致性**:所有条带使用相同大小的矩形/自由形状选区
- **局部背景**:每个条带附近扣除各自的局部背景,而非全膜平均背景
---
## 常见陷阱
| 陷阱 | 说明 | 如何识别 |
| ---------------------- | -------------------------------------------- | -------------------------------------- |
| **内参不稳定** | 管家蛋白在不同处理组间表达差异显著 | 检查内参条带灰度是否在所有泳道中相近 |
| **饱和条带定量** | 曝光过曝导致条带变白,灰度值被截断 | 检查条带是否纯白、是否有光晕 |
| **膜面不均导致假差异** | 转膜时泳道边缘效应造成中间vs边缘信号差异 | 检查同一膜不同区域的信号是否一致 |
| **条带裁剪误导** | 同一膜不同区域拼接到一起,假装是不同条件 | 寻找膜上泳道间距/背景的不自然断裂 |
| **过曝掩盖阴性** | 某处理组信号强到过曝,无法与真正阴性区分 | 检查所有条带是否都在线性范围内 |
| **多重比较未校正** | 3个以上处理组的WB用独立t检验而不用ANOVA | 检查统计方法部分 |
---
## 关键问题模板
1. "内参(管家蛋白)的表达是否真的稳定?有没有独立验证其在实验条件下的稳定性?"
2. "所有条带是否都在相机/底物的线性动态范围内?有没有饱和条带被纳入定量?"
3. "归一化方法是 Target/内参 还是其他?不同膜之间如何校正?"
4. "条带是否来自同一张膜的同一次转印?是否有拼接?是否有非相邻泳道的裁剪?"
## 一句话总结
> WB 条带的核心是**"查内参、防饱和、验线性、看裁剪"**——条带灰度只是数字,背后的内参稳定性、线性范围和膜面均匀性才是定量可信度的根基。

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# 免疫荧光定量图
## 适用场景
免疫荧光IF、共聚焦显微镜、定量荧光显微图像分析。常见于蛋白定位、共定位分析、细胞计数、荧光强度定量。是细胞生物学和分子病理学的核心可视化手段。
---
## 核心阅读维度
### 1. 共定位系数Colocalization Coefficients
| 系数名称 | 公式/含义 | 取值范围 | 适用场景 |
| ------------------------- | ------------------------------------------ | -------- | ------------------------------------- |
| **Pearson 相关系数 (rP)** | 协方差标准化,衡量线性相关 | -1 到 +1 | 两通道信号密度相近时最可靠 |
| **Manders M1 / M2** | 通道1/通道2 中共定位像素占总像素的比例 | 0 到 1 | 两通道信号强度差异大时使用 |
| **Manders Overlap (R)** | 实际重叠与最大可能重叠之比 | 0 到 1 | 通用共定位指标 |
| **Li's ICQ** | 基于像素强度相关性的离散度量化 | -0.5 到 +0.5 | 介于 Pearson 和 Manders 之间 |
**关键解释**
- M1 = 通道1 中与通道2 共定位的信号 / 通道1 总信号
- M2 = 通道2 中与通道1 共定位的信号 / 通道2 总信号
- M1 ≠ M2 时,说明两蛋白的表达量不同但空间重叠
### 2. 图像采集质量控制
- **Sequential scanning**双通道或多通道必须用顺序扫描而非同时激发以消除串扰cross-talk
- **光路校准**:两种荧光通道的发射光谱是否有重叠?是否有 spectral bleed-through
- **ROI 选择**:使用 Lasso 工具选择包含荧光信号的区域,排除无荧光背景
- **阈值设定**:是否使用了自动或手动的强度阈值排除背景噪声?
### 3. 荧光强度定量
- **平均荧光强度**Mean Intensity总荧光强度 / 细胞数或面积
- **阳性率**% Positive荧光强度超过阈值的细胞占总细胞数的比例
- **比值法**:如 p-FOXO3a / Total FOXO3a需要双通道染色
- **细胞计数**DAPI 计数总细胞,特定标记阳性细胞 = 阳性率
### 4. 伪彩色与展示规范
- 伪彩色Fire、LUT是否正确标注了颜色条
- 不同通道的对比度/亮度调整是否分别进行?(不能对单通道单独调亮)
- 图像是否经过去噪、反卷积等处理?处理参数是否报告?
---
## 常见陷阱
| 陷阱 | 说明 | 如何识别 |
| -------------------- | ---------------------------------------------- | ---------------------------------- |
| **串扰未消除** | 两通道同时激发导致光谱重叠,虚假共定位 | 检查是否 sequential scan |
| **阈值主观设定** | 不同图像用不同阈值,导致假阳性/阴性 | 阈值是否在所有图像中一致?是否有自动算法? |
| **内参不稳定** | 用 GAPDH 或 Actin 做荧光定量内参 | 荧光定量通常不用内参,应报告总蛋白或细胞数 |
| **ROI 选区偏倚** | 只选荧光强的区域,排除弱信号 | 检查是否全视野分析还是选择性分析 |
| **过度处理图像** | 去噪/反卷积过度导致信号失真 | 要求原始未处理图像raw data |
| **噪声被当信号** | 弱阳性但未设阈值,背景噪声被计入荧光强度 | 检查信噪比和阈值设定 |
---
## 关键问题模板
1. "共定位分析用的是 Pearson 相关系数还是 Manders 系数?两个系数的物理含义分别是什么?"
2. "图像采集是否用了 sequential scanning 以消除通道间串扰?"
3. "荧光强度定量是用了哪种指标(平均强度、峰值强度、阳性率)?如何排除背景噪声?"
4. "是否有光谱重叠bleed-through问题导致假性共定位是否做了单通道对照确认"
## 一句话总结
> 免疫荧光的核心是**"溯光源、看共定位、防串扰、查阈值"**——荧光图像的美观不等于定量可靠,串扰和阈值是最容易被忽视的两大杀手。

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# 折线图与时间序列
## 适用场景
展示随时间变化的连续数据,如药物释放曲线、浓度-时间曲线、动力学监测、累积响应。常见于药物递送、组织工程、药代动力学实验。
---
## 核心阅读维度
### 1. 释放模型识别
| 模型 | 方程 | 特征 | 适用场景 |
| ------------ | --------------------------------------- | --------------------------------- | ------------------------------- |
| 零级Zero-order | Qt = Q0 + K0t | 直线;释放速率与浓度无关 | 渗透泵、控释制剂 |
| 一级First-order | Ln(Q0 - Qt) = LnQ0 - K1t | 指数衰减;速率与剩余量成正比 | 水溶性药物从多孔基质 |
| Higuchi | Qt = KH × t^0.5 | 平方根时间关系;扩散控制 | 从矩阵扩散的药物 |
| Korsmeyer-Peppas | Mt/M∞ = K × t^n | 幂律模型n 决定释放机制 | 聚合物水凝胶、纤维、薄膜 |
| Weibull | Mt/M∞ = 1 - exp[-(t-Ti)/λ]^m | S 型曲线Ti=延迟时间,λ=尺度参数 | 复杂释放机制 |
### 2. Korsmeyer-Peppas 释放指数 n 的解释(圆柱形体系)
| n 值 | 释放机制 |
| ----------------- | ------------------------------- |
| n < 0.45 | Fick 扩散纯扩散 |
| 0.45 < n < 0.89 | 异常传输扩散+溶胀协同 |
| n = 0.45 | 菲克扩散Case I |
| 0.45 < n < 0.89 | 非菲克扩散异常传输 |
| n > 0.89 | Case-II 传输(溶胀控制) |
> 注意:上述 n 值仅对圆柱形几何(如片剂、纤维)有效。不同几何形状的临界值不同。
### 3. 突释效应Burst Release
- **定义**:初始阶段药物快速释放,通常在 t=0 附近出现
- **评估**:突释比例 = (M1 / M∞) × 100%,其中 M1 是第一个时间点的释放量
- **问题**:突释过大(>30%)可能导致初期血药浓度过高,或导致药物浪费
- **追问**:是否有突释?突释比例是多少?作者是否解释原因(表面药物、孔道效应)?
### 4. 平台期与平衡
- **平台期识别**:曲线趋于平坦时,释放达到平衡或耗竭
- **关键问题**
- 平台期的释放百分比是多少60%80%
- 是否达到 100%?(未达到 = 残留药物可能被困在基质中)
- 平台期持续多久?(长期缓释 vs 短效)
### 5. 模型拟合质量
- **R² 拟合优度**:高 R²>0.95)不代表模型正确,只能说明拟合紧密
- **AIC/BIC 模型比较**:不同模型比较时用 AIC 或 BIC不只用 R²
- **残差分析**:残差是否随机分布?(系统性残差 = 模型错误)
- **外推风险**:不要用模型外推至实验未覆盖的时间范围
### 6. 数据呈现完整性
- **原始数据点**是否每个时间点都标注了独立样本n=?
- **误差棒类型**SD离散度vs SEM均值精度vs CI
- **时间点密度**:初期时间点是否足够密集?(突释阶段通常需要更密集的采样)
---
## 常见陷阱
| 陷阱 | 说明 | 如何识别 |
| ------------------ | ------------------------------------------ | ---------------------------------- |
| **模型选择偏倚** | 用 R²最高的模型但该模型物理意义不符 | 检查作者是否报告了多个模型及 AIC/BIC |
| **突释未量化** | 忽略初始快速释放阶段,只报告稳态释放 | 看 t=0 或第一个时间点的释放比例 |
| **假零级** | 曲线看似直线但实际是一级+扩散的叠加 | 检查不同浓度起始点的释放曲线是否平行 |
| **时间范围不充分** | 采样时间不足以判断是否达到平台期 | 观察曲线末端是否明显趋于平坦 |
| **误差棒类型混淆** | SEM 被标注为 SD制造"精确"假象 | 方法或图注中是否注明误差棒类型 |
---
## 关键问题模板
1. "释放曲线符合哪种模型nKorsmeyer-Peppas 指数)或 K Higuchi 常数)的物理意义是什么?"
2. "是否存在突释效应?突释比例是多少?是否会影响临床疗效或安全性?"
3. "释放是否达到平台期?残余药物比例是多少?这对体内药效持续时间有什么暗示?"
4. "模型拟合的 R² 是否只是表面好看——残差是否有系统性偏差?换用其他模型是否更合理?"
## 一句话总结
> 折线图的核心是**"辨模型、看突释、查平台、验残差"**——药物释放不是看曲线"漂亮",而是看机制是否自洽、平台是否有意义。

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# 散点图与气泡图
## 适用场景
展示两个连续变量之间的关系,或增加第三个维度(气泡大小)展示多变量关联。常见于相关性分析、聚类结果可视化、剂量-反应关系。
## 读图维度
### 1. 坐标轴与变量定义
- **X/Y轴分别代表什么变量**
- 是否为连续变量?单位是什么?
- 是否存在对数转换(如 log10、log2
- 轴范围是否被截断truncated axis
- **变量关系类型**
- 自变量→因变量(实验设计)
- 双向关联(观察性研究)
- 时间序列X轴为时间
### 2. 数据点分布特征
- **整体趋势**
- 线性 / 非线性 / 无明显趋势
- 正相关 / 负相关 / U型 / 倒U型
- **离散程度**
- 点的密集区域在哪里?
- 是否存在明显分层(如病例 vs 对照)?
- **异常值**
- 远离主群体的点是否被标注?
- 异常值是真实数据还是测量误差?
### 3. 分组与着色
- **颜色/形状编码**
- 不同颜色代表什么分组?(疾病亚型、处理组、时间窗)
- 是否使用渐变色表示连续变量?
- **分组间差异**
- 各组是否呈现不同的分布模式?
- 是否存在组间重叠?
### 4. 气泡图专属维度
- **气泡大小代表什么?**
- 样本量?统计显著性?效应量?
- 大小比例是否线性?
- **三维信息整合**
- X/Y/Size 三个维度是否讲述一致的故事?
- 是否存在大样本量但效应小的" dominant "气泡?
### 5. 辅助元素
- **回归线/趋势线**
- 是否添加了拟合线什么模型线性、LOESS、多项式
- 置信区间(阴影区域)是否显示?
- **参考线**
- 是否有阈值线(如 cutoff、基线
- 象限划分线(如 mean±SD
### 6. 统计标注
- **相关系数**
- Pearson r / Spearman ρ 值是多少?
- p-value 或 q-value 是否标注?
- **样本量**
- n = ? 是否每组的 n 都足够?
## 常见陷阱
| 陷阱 | 识别方法 | 风险 |
|------|---------|------|
| **过度绘制** (Overplotting) | 点过多重叠成"实心团" | 掩盖真实分布,看不出密度差异 |
| **假相关** | X和Y实际受第三方变量Z驱动 | 将伴随关系误读为因果关系 |
| **轴截断误导** | Y轴不从0开始 | 放大微弱差异,制造虚假趋势 |
| **气泡大小误导** | 面积 vs 半径编码混淆 | 读者对大小的感知被扭曲 |
| **选择性标注** | 只标注"有趣"的点 | 确认偏误,忽略不支持假设的数据 |
| **伪Replication** | 一个患者多个时间点作为独立点 | 违反独立性假设,虚增样本量 |
## 关键问题模板
1. "散点图显示 X 和 Y 的相关系数为 r=0.XX但散点分布呈漏斗形/曲线形,线性 Pearson 相关是否合适?"
2. "图中标注的离群点是否被作者排除?排除标准是什么?是否影响结论?"
3. "气泡大小代表样本量,最大的气泡是否主导了视觉印象,而小样本研究的结果可能更不稳定?"
4. "如果按第三个变量分层(如性别、年龄组),相关性是否仍然成立?"
## 一句话总结
> 散点图的核心是**"看趋势、看离散、看分组、防过绘"**——确认变量关系形态,警惕视觉假象和伪相关。

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# SEM / TEM 图像
## 适用场景
扫描电子显微镜SEM和透射电子显微镜TEM获取的材料形貌、纳米结构、孔径分布、纤维形态等图像。常见于生物材料、组织工程支架、纳米药物递送、植入物表面改性研究。
---
## 核心阅读维度
### 1. 标尺Scale Bar与放大倍数
- **标尺必须存在**所有publication-quality的显微图像必须包含标尺
- **标尺长度选择**:标尺长度应约为图像宽度的 5-10%,过小难以辨认,过大遮挡视野
- **放大倍数标注**:通常以 "scale bar = X μm" 或 "mag = 50,000×" 形式标注
- **实际尺寸计算**用标尺测量而非依赖仪器显示的放大倍数仪器显示的放大倍数可能有5-10%误差)
**SEM 放大倍数误差**SEM 放大倍数通常有 5-10% 的系统误差ISO 16700 标准规定了校准方法
**TEM 放大倍数误差**TEM 放大倍数误差可达 5-10%,需用衍射光栅或晶格标准品校准
### 2. 代表性图像原则
- **多视野原则**:是否展示了同一样本的多个视野(至少 3 个)?
- **统计报告**:图像数量 n=?(如 "n=5 independent images"
- **正负对照**:是否有代表性图像和阴性/异常图像的并列展示?
### 3. 图像处理与增强
| 处理类型 | 可接受场景 | 不可接受场景 |
| ------------------- | ----------------------------------- | ----------------------------------- |
| 亮度/对比度调整 | 全图统一调整 | 只调整局部区域 |
| 伪彩色 | 假色SEM用于高亮特定结构 | 掩盖真实对比度差异 |
| 图像拼接 | 明确标注拼接线 | 隐藏拼接痕迹 |
| 锐化/降噪 | 降噪不损失真实结构细节 | 锐化过度产生人工边缘 |
### 4. SEM 特有检查项
- **荷电效应Charging**:图像中白色条纹/区域 = 荷电,信号失真
- **焦深DOF**高倍SEM焦深浅图像是否清晰取决于是否在焦平面
- **倾斜角度**:如果样本经过倾斜处理,实际形貌可能被扭曲
- **加速电压**5-20 kV 影响穿透深度和信号类型SE vs BSE
### 5. TEM 特有检查项
- **电子衍射标定**:晶格条纹是否与标准数据库匹配?
- **样品厚度**:过厚样品导致对比度下降、晶格模糊
- **辐照损伤**:生物样品在高电子剂量下可能受损(尤其 cryo-TEM
- **光阑选择**:明场 vs 暗场,是否正确使用
### 6. 定量分析规范
- **测量工具**ImageJ / Fiji 是标准工具,必须报告软件版本
- **样本量**:至少测量 200 个颗粒/结构ISO 13322-1:2004
- **统计报告**:报告均值 ± SD / 中位数IQR并说明测量的结构数量 n
- **校准验证**:测量前是否用标准品(如 NIST SRM 8820对仪器进行了校准验证
---
## 常见陷阱
| 陷阱 | 说明 | 如何识别 |
| ------------------ | ------------------------------------------ | ---------------------------------- |
| **标尺不准确** | 仪器显示放大倍数与实际不符 | 用标尺实际测量并与标注尺寸对比 |
| **单视野代表全貌** | 只展示一个最"好看"的图像 | 是否有 n≥3 的多视野重复 |
| **荷电当成结构** | 白色条纹区域是荷电假象,不是真实样品结构 | 检查图像背景是否均匀 |
| **图像过度处理** | 对比度/锐化过度,引入人工结构 | 要求原始未处理图像TIFF |
| **TEM 样品过厚** | 过厚样品导致晶格模糊、对比度差 | 图像整体发暗、晶格条纹不清晰 |
| **尺寸测量不报告n**| 只说"粒径约 50nm"但不报告测量了多少颗粒 | 方法中是否说明了统计的 n |
---
## 关键问题模板
1. "标尺的实际长度是多少?是否与标注一致?仪器校准是否使用了 NIST 可追溯标准(如 SRM 8820"
2. "每张图像来自几个独立视野n=?)?是否有多个样本/制备条件的重复?"
3. "图像是否经过处理(如对比度调整、伪彩色)?处理是否全图统一,还是只处理了局部?"
4. "SEM 图像中是否存在荷电效应(白色条纹/区域TEM 图像中样品厚度是否足以获得清晰晶格?"
## 一句话总结
> 显微图像的核心是**"验标尺、查多野、审处理、核校准"**——漂亮的图像不等于可靠的数据,标尺准确性、样本代表性和仪器校准是三个生命线。

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# 条形图与误差棒
## 适用场景
比较不同组别在某个指标上的均值/频数差异,带误差棒表示不确定性。常见于组间比较、时间趋势、分类变量分布。
## 读图维度
### 1. 条形含义与基准
- **条形高度代表什么?**
- 均值?中位数?频数?百分比?
- 如果是均值,原始数据分布是否对称?
- **Y轴起点**
- 是否从0开始条形图必须从0开始
- 如果截断,差异被放大了多少倍?
### 2. 误差棒解读
- **误差棒类型**
- **SD**(标准差):数据离散程度
- **SEM**(标准误):均值估计精度 = SD/√n
- **95% CI**(置信区间):统计推断范围
- **IQR**(四分位距):非参数离散度
- **误差棒重叠 ≠ 无显著差异**
- SEM 重叠不代表 p > 0.05
- 必须看正式的统计检验结果
- **误差棒长度暗示样本量**
- 相同 SD 下n 越大 SEM 越小
- 极小的误差棒可能暗示 n 很大或 SD 被低估
### 3. 分组结构
- **X轴分组逻辑**
- 单因素分组?双因素交叉?
- 组间是否存在自然顺序(如时间、剂量)?
- **对照组设置**
- 是否有合适的对照/基线?
- 对照组是否为"健康人"还是"安慰剂"
### 4. 统计显著性标注
- **星号/字母系统**
- * p<0.05, ** p<0.01, *** p<0.001
- 不同字母代表组间差异显著(如 a vs b
- **多重比较校正**
- 是否进行了 Bonferroni / FDR 校正?
- 未校正的多重 t 检验 inflate Type I error
### 5. 条形图变体识别
- **堆叠条形图 (Stacked)**
- 各部分之和是否有意义(如 100%
- 比较不同组的同一子类别是否困难?
- **分组条形图 (Grouped)**
- 每组内各条的顺序是否一致?
- 视觉负担是否过大(>5组×5条件
- **水平条形图**
- 标签过长时的解决方案
- 阅读方向改变不影响解读逻辑
## 常见陷阱
| 陷阱 | 识别方法 | 风险 |
|------|---------|------|
| **Y轴不从0开始** | 检查Y轴最小值 | 微小差异被放大数倍,误导读者 |
| **SEM冒充SD** | 看误差棒图例标注 | SEM 总是更小,制造"精确"假象 |
| **双向条形图误导** | 正负方向同时延伸 | 读者对绝对值的比较被干扰 |
| **3D条形图** | 立体效果 | 深度扭曲高度感知,毫无意义 |
| **未校正的多重比较** | 大量星号但没有校正说明 | 假阳性率飙升 |
## 关键问题模板
1. "误差棒标注为 mean±SEM但样本量 n=5用 SEM 是否故意缩小误差视觉效果?"
2. "条形图显示 A 组比 B 组高 30%,但 Y 轴从 50 开始而非 0实际差异是否被夸大"
3. "进行了 10 组两两比较,但 p 值未校正,标注的显著性是否可信?"
4. "堆叠条形图中,上层类别的变化是否被下层基线变化所掩盖?"
## 一句话总结
> 条形图的核心是**"看基准、看误差、看校正、防截断"**——误差棒类型决定解读方式Y轴起点决定差异真实度。

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# 桑基图与弦图
## 适用场景
**桑基图 (Sankey Diagram)**:展示流量/数量的流向和分配,常见于患者诊疗路径、多组学数据整合、能量/物质流动、临床试验病例流转。
**弦图 (Chord Diagram)**:展示双向关系或配对关联的密度,常见于细胞互作、基因共表达模块间的共享基因、不同亚群间的迁移/转换关系。
## 读图维度
### 桑基图
#### 1. 节点与层级
- **节点代表什么?**
- 分类状态(如疾病分期、治疗阶段、分子亚型)
- 时间节点如基线→3月→6月→12月
- 数据类型(如基因组→转录组→蛋白组)
- **层级逻辑**
- 从左到右是否有自然的时序或因果顺序?
- 是否可以逆流?(如治疗后复发回到前期状态)
#### 2. 流量与宽度
- **线条宽度**
- 与流量/数量成正比
- 视觉上线条宽度是否可准确比较?
- **流量守恒**
- 进入节点的总流量是否等于流出总流量?
- 如有损失(如失访、死亡),是否标注了"流失"路径?
#### 3. 路径追踪
- **主要路径**
- 最粗的线代表什么主流向?
- 是否存在多条并行的重要路径?
- **罕见路径**
- 极细的线条是否代表真实的小比例事件?
- 还是被视觉压缩到几乎看不见?
### 弦图
#### 1. 环形节点
- **圆周上的节点**
- 代表什么实体?(细胞类型、基因模块、样本组)
- 节点弧长是否代表大小?(如细胞数量、模块基因数)
- **颜色编码**
- 节点颜色是否代表分组/类别?
- 弦的颜色是源节点色、目标节点色、还是混合色?
#### 2. 弦的解读
- **弦的粗细**
- 代表两节点间关系强度(如配体-受体对数、共享基因数)
- 弦越粗 = 相互作用越强
- **弦的方向**
- 是否有方向性如从细胞A到细胞B的分泌关系
- 还是纯无向关联?
#### 3. 矩阵关系
- **邻接矩阵 vs 弦图**
- 弦图是邻接矩阵的可视化
- 如果弦图过于复杂,看原始矩阵是否更清晰?
- **自环 (Self-loop)**
- 节点连接到自身的弦代表什么?(自分泌、模块内调控)
## 常见陷阱
| 陷阱 | 识别方法 | 风险 |
|------|---------|------|
| **桑基图层级过多** | >4 层 | 线条交叉严重,无法追踪路径 |
| **弦图节点过多** | >20 个节点 | 视觉混乱,弦完全重叠 |
| **桑基流量未标注比例** | 只有绝对数 | 无法判断占比,需要同时看百分比 |
| **弦图过度解读方向** | 无方向数据强行加箭头 | 误导为因果关系 |
| **桑基隐藏关键流失** | 未显示失访/死亡分支 | 幸存者偏误,夸大疗效 |
## 关键问题模板
1. "桑基图显示从诊断到治疗有 30% 的病例"流失",这些病例的临床特征是否与继续治疗的病例不同?是否存在选择偏倚?"
2. "弦图显示细胞类型 A 和 B 之间有大量互作,但这是基于单一数据集的预测,是否有独立的细胞实验验证?"
3. "桑基图的最粗路径是否代表了作者希望强调的"理想路径",而较细的路径实际上也很重要但被视觉弱化了?"
4. "弦图中模块 1 和模块 2 的共享基因有 50 个,但两个模块各自的基因数分别是 200 和 300Jaccard 重叠度其实只有 10%,弦的粗细是否放大了关联感?"
## 一句话总结
> 桑基图的核心是**"追路径、看守恒、防流失"**,弦图的核心是**"看强度、防混乱、验证方向性"**——流量可视化的真实度取决于未显示部分的透明度。

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# 森林图与 Meta 分析
## 适用场景
展示多个独立研究(或亚组分析)的效应量估计及其置信区间,底部汇总合并效应量。是 Meta 分析的标准可视化,也用于亚组分析、敏感性分析、多变量回归结果展示。
## 读图维度
### 1. 研究/亚组排列
- **左侧列标签**
- 每个方块代表什么?(单个研究、亚组、或总体合并)
- 研究排列顺序:按发表时间?按效应量大小?按权重?
- **研究特征**
- 每个研究的样本量n
- 研究设计类型RCT vs 观察性)?
- 随访时间、干预剂量等关键特征?
### 2. 效应量与置信区间
- **效应量指标**
- HR风险比、OR比值比、RR相对风险、MD均值差、SMD标准化均值差
- 效应量 = 1或 0线代表什么无效应线
- **置信区间 (CI)**
- 95% CI 是否跨越无效线?→ 该研究/亚组不显著
- CI 宽度反映精度:宽 = 样本小/异质性大;窄 = 样本大/精度高
- **菱形(汇总估计)**
- 中心点 = 合并效应量
- 宽度 = 95% CI
- 菱形是否跨越无效线?→ 总体是否显著
### 3. 权重分配
- **方块大小**
- 通常与权重Weight %)成正比
- 大样本研究 = 大方块 = 对合并结果影响大
- **权重合理性**
- 固定效应模型 vs 随机效应模型权重不同
- 是否有个别研究权重过高(>50%
### 4. 异质性评估
- **I² 统计量**
- 0-25%低异质性25-50%中等50-75%:高;>75%:很高
- I² 高 → 研究间差异大,合并需谨慎
- **Q 检验 (Cochran's Q)**
- p < 0.05 表示存在显著异质性
- **Tau²**
- 随机效应模型中的异质性方差
- **异质性可视化**
- CI 是否广泛重叠?(重叠多 = 异质性低)
- 是否存在方向相反的研究?
### 5. 发表偏倚线索
- **图形不对称性**
- 小样本阴性结果是否缺失?
- 大样本研究是否聚集在真实效应附近?
- **Egger 检验 / 漏斗图**
- 森林图本身不能检测发表偏倚,需配合漏斗图
## 常见陷阱
| 陷阱 | 识别方法 | 风险 |
|------|---------|------|
| **忽略异质性** | I² > 50% 仍做合并 | 合并结果无意义,亚组差异被掩盖 |
| **固定效应误用** | 高异质性用固定效应 | 低估标准误,假阳性 |
| **亚组分析过多** | 大量亚组每组仅2-3个研究 | 假阳性,交互作用虚假 |
| **生态学谬误** | 用研究层面特征解释个体层面 | 因果推断层次混乱 |
| **合并不可比研究** | 不同设计、不同人群、不同干预 | Garbage in, garbage out |
## 关键问题模板
1. "森林图显示 I² = 78%,作者仍报告合并 HR=0.85 (95%CI 0.75-0.96),高异质性下这个合并值是否还有临床意义?"
2. "最大权重的研究贡献了 60% 的权重,如果排除该研究,合并结果是否逆转?"
3. "亚组分析显示男性获益 (HR 0.7) 而女性不获益 (HR 1.0),交互检验 p=0.03 还是 p=0.2?差异是否真实?"
4. "所有小样本研究的 CI 都跨 1只有最大样本的研究显示显著是否存在小样本偏倚或发表偏倚"
## 一句话总结
> 森林图的核心是**"看方块、看CI、看异质、看权重"**——单个研究的精确度和总体异质性比合并点估计更重要。

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# 火山图与曼哈顿图阅读指南
## 适用场景
- 展示大规模差异分析结果如RNA-seq、GWAS、蛋白质组学
- 同时展示统计显著性和效应量
- 识别top hits关键基因/SNP/蛋白质)
---
## 核心阅读维度
### 1. 阈值线
- **显著性阈值**:通常是水平线(如 p=0.05, p=0.01 或 FDR q=0.05
- 注意:如果用了-log10(p)阈值线是水平的如果用原始p值是垂直的
- **多重检验校正**如果是组学数据测了上万个基因必须用FDRBenjamini-Hochberg或Bonferroni校正不能用raw p-value
- **效应量阈值**:通常是垂直线(如 |log2FC| > 1 或 > 0.5
- 小效应量(|log2FC| < 0.5即使统计显著生物学意义可能有限
### 2. 象限分布
- **左上/右上象限**:高显著性 + 大效应量 = 最有生物学意义的hits
- **中间区域**:不显著或效应量小 = 可忽略
- **对称性**:上调和下调的数量是否对称?不对称可能提示技术偏倚(如文库制备偏差)
### 3. Top Hits
- **标注的基因/位点**:作者特别标注的点是否有生物学合理性?
- **已知标记**是否与先验知识一致如已知癌症基因在肿瘤vs正常中差异表达
- **新颖性**新发现的hits是否有功能注释支持
### 4. 整体模式
- **漏斗形/三角形**:理想情况,大效应量对应高显著性
- **离散分布**:无明确模式 = 可能缺乏系统性差异
- **批次效应信号**如果看到按批次聚类的显著点如所有batch1样本的某基因都高表达= 技术artifact
### 5. 曼哈顿图特有GWAS
- **基因组位置**x轴是染色体位置y轴是-log10(p)
- **峰Peak**连续多个显著SNP = 关联区域LD block
- **基因注释**:峰附近是否有已知基因?功能是什么?
- **Bonferroni阈值**:通常为 5×10^-8全基因组显著性
- ** suggestive 阈值**:通常为 1×10^-5提示性关联需验证
---
## 常见陷阱
| 陷阱 | 说明 | 如何识别 |
|------|------|---------|
| 未校正p值 | 用raw p-value而非FDR假阳性率高 | 看方法部分是否提到FDR/BH校正 |
| 效应量过小 | |log2FC|<0.2却标注为"显著差异" | 看垂直阈值线位置 |
| 批次效应 | 技术批次驱动差异而非生物学 | 看是否有按批次聚类的显著点 |
| 样本量不足 | 小样本导致效应量估计不稳定 | 看误差线(如果有)或 replicate 数量 |
| 选择性标注 | 只标注支持结论的点,忽略矛盾点 | 看是否标注了所有已知关键基因? |
---
## 批判性提问模板
1. "多重检验校正方法是什么如果是组学数据是否用了FDR"
2. "效应量阈值是多少?|log2FC|>1还是>0.5?生物学意义如何?"
3. "显著性阈值是raw p-value还是校正后的q-value"
4. "Top hits是否有先验知识支持新发现的hits是否有功能注释"
5. "上调和下调基因数量是否对称?如果不对称,原因是什么?"
6. "如果是曼哈顿图,峰宽是多少?是否跨越多个基因?"

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# 热图与聚类图阅读指南
## 适用场景
- 展示矩阵数据(基因表达、蛋白质丰度、相关性等)
- 识别样本或特征的相似性模式
- 展示通路/基因集的活性
---
## 核心阅读维度
### 1. 聚类结构(如果存在)
- **行/列聚类**:样本或基因是否形成明显分组?
- **聚类算法**通常用层次聚类hierarchical距离度量Euclidean/Pearson/correlation和链接方法complete/average/Ward会影响结果
- **稳定性**:如果改变距离度量,聚类模式是否仍然稳定?(不稳定的聚类不可靠)
### 2. 颜色与标准化
- **颜色梯度**
- 红-蓝:通常表示上调-下调(表达量)
- 黄-黑-蓝:通常表示激活-中性-抑制(通路活性)
- **必须确认**caption是否明确说明颜色含义
- **标准化方法**
- **Z-score**(x - mean) / SD突出相对变化适合跨样本比较
- **Log转换**用于偏态分布如RNA-seq count数据
- **Percentile**将数据映射到0-100%,丢失绝对量信息
- **Min-Max**:映射到[0,1],对异常值敏感
- **关键问题**标准化方法是否适合数据类型如RNA-seq应该用log2 TPM/FPKM而不是原始count
### 3. 注释条Annotation Bars
- **顶部/侧边色条**:是否标注了临床特征(如亚型、分期、治疗响应)?
- **一致性**热图聚类模式与注释特征是否一致热图分3组注释条也正好分3组 = 好)
- **遗漏信息**:是否有重要协变量未标注?(如批次效应、性别、年龄)
### 4. 关键区域
- **高亮块**:作者是否在文中特别指出了某些区域?
- **边界清晰度**:分组之间的边界是清晰还是模糊?(模糊 = 亚型定义不稳健)
- **一致性**:同一组内的样本是否表现一致?(组内方差大 = 亚型异质性高)
### 5. 行列选择
- **样本选择**是否排除了某些样本原因是什么如QC失败
- **特征选择**
- 是全部基因还是筛选后的子集?
- 筛选标准是什么方差top N差异表达已知标记
- **风险**:先筛选再聚类会造成"循环论证"(看起来有结构,其实是因为你选了有结构的基因)
---
## 常见陷阱
| 陷阱 | 说明 | 如何识别 |
|------|------|---------|
| 循环论证 | 用差异基因做聚类,然后说"我们发现两个亚型" | 看方法部分:聚类用的基因是否预先筛选过? |
| 批次效应伪装 | 聚类按批次而非生物学分组 | 问:如果有批次注释条,是否与聚类一致? |
| 颜色误导 | 非对称颜色映射或断裂色阶 | 看color bar是否连续、是否以0为中心 |
| 过度解读 | 把噪声当成模式 | 问:如果随机打乱数据,聚类是否还明显? |
---
## 批判性提问模板
1. "聚类用的基因是如何筛选的?是否预先基于差异表达筛选?"
2. "颜色标准化方法是什么Z-score、log、还是percentile"
3. "如果有批次效应,热图是否能区分批次和真实生物学差异?"
4. "聚类结果的稳定性如何?换用不同距离度量或聚类算法,模式是否一致?"
5. "作者声称的亚型数量如k=3是否有统计支持如gap statistic, silhouette score"

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# 生存曲线阅读指南
## 适用场景
- 时间-事件数据time-to-event
- 比较不同组别的生存/复发/进展时间
- 评估预后因素的独立效应
---
## 核心阅读维度
### 1. 曲线形态
- **中位生存时间MST**曲线下降到50%时对应的时间。
- 如果曲线始终>50% = 中位未达到,应报告"中位生存期未达到"
- 注意MST是样本统计量不是个体预测
- **早期/晚期分离**
- 早期分离曲线在前6个月就分开= 治疗/因素有快速效应
- 晚期分离 = 效应随时间累积
- 始终不分离 = 组间无差异
- **平台期**:曲线在某段时间水平 = 事件风险暂时消失(如治愈)
### 2. 删失数据Censoring
- **删失标记**:曲线上通常有小竖线表示删失
- **删失比例**:如果>50%样本删失,估计不可靠(随访时间太短或失访太多)
- **信息删失 vs 随机删失**
- 信息删失(因副作用退出)= 偏差风险
- 随机删失 = 可接受
- ** competing risks **:如果有竞争风险(如癌症死亡 vs 其他原因死亡标准Kaplan-Meier会高估累积发生率
### 3. 统计显著性
- **Log-rank检验**:比较两条/多条曲线的整体差异。
- p<0.05 = 组间生存分布有差异
- 注意log-rank检验对晚期差异敏感对早期差异不敏感
- **Hazard RatioHR**
- HR>1 = 暴露组风险高(如死亡更快)
- HR<1 = 暴露组风险低如死亡更慢
- HR=1 = 无差异
- **必须看95% CI**如果CI包含1即使HR≠1也不显著
- **Breslow检验 / Tarone-Ware**如果对早期差异更感兴趣log-rank可能不够敏感
### 4. 样本量与统计效力
- **每组事件数number of events**
- 总事件数 < 10×变量数 = Cox回归过拟合风险
- 例如10个协变量需要至少100个事件
- **最小随访时间**是否足够长如5年生存率但中位随访仅2年 = 不可信)
### 5. Cox回归假设
- **比例风险假设PH assumption**HR在不同时间点是否恒定
- 检验方法Schoenfeld残差、log-log图
- 如果违反需要分层Cox、时变系数或加速失效模型AFT
- **线性假设**:连续协变量的对数风险是否线性?
- 可用martingale残差检验
---
## 常见陷阱
| 陷阱 | 说明 | 如何识别 |
|------|------|---------|
| immortal time bias | 从治疗后开始算生存,但治疗前有"免疫"时间 | 看时间0的定义是否合理 |
| lead-time bias | 筛查提前发现疾病,造成"生存期延长"假象 | 问:是否报告了 lead-time 校正? |
| overfitting in Cox | 变量数 > 事件数/10 | 看事件数和变量数的比例 |
| 忽略竞争风险 | 竞争事件存在时KM曲线高估累积发生率 | 问是否用了Fine-Gray竞争风险模型 |
| 中位生存未标注 | 曲线始终>50%,但作者说"中位生存X月" | 这是不可能的,应质疑 |
---
## 批判性提问模板
1. "中位随访时间是多少?是否足够观察主要终点?"
2. "删失比例是多少?删失原因是否随机?"
3. "HR的95% CI是否包含1如果包含差异不显著"
4. "是否检验了比例风险假设?如果违反,用了什么替代方法?"
5. "如果存在竞争风险,是否用了适当的统计方法?"
6. "Cox回归的变量数/事件数比例是否合理?"

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# 箱式图与小提琴图阅读指南
## 适用场景
- 展示连续变量在不同分组间的分布
- 比较多组间的中位数/均值差异
- 识别异常值和数据质量
---
## 核心阅读维度
### 1. 集中趋势
- **中位数线位置**:组间中位数差异是否明显?
- **均值标记**:如果标注了均值(通常用菱形或叉号),与中位数是否接近?(接近=对称分布,远离=偏态)
### 2. 离散程度
- **IQR四分位距**箱体高度代表50%数据的范围。IQR大 = 组内异质性高
- ** whisker 长度**:通常延伸至 1.5×IQR 或最值。Whisker长 = 分布尾部重
- **小提琴图宽度**:某值处越宽 = 该值附近数据密度越高
### 3. 异常值
- **Outlier 标记**:通常是箱外的点。
- 判断:是生物学真实差异还是技术错误?
- 样本量小n<10每个点都很重要不要轻易忽略
- **样本量影响**n<5时箱式图不可靠应该看原始散点
### 4. 统计显著性
- **p值标注*** p<0.05, ** p<0.01, *** p<0.001
- **检验方法**
- 两组t-test正态或 Mann-Whitney U非正态
- 多组ANOVA正态或 Kruskal-Wallis非正态
- 如果数据明显偏态用参数检验t/ANOVA是**错误**的
- **多重比较校正**:如果做多次两两比较,是否用了 Bonferroni / FDR 校正?
### 5. 分组与对照
- **对照组设置**:是否有适当的对照?(如正常组织 vs 病变组织)
- **组间样本量平衡**:如果一组 n=50 另一组 n=5差异可能不可靠
- **配对设计**:如果是配对样本(如治疗前后),应该用配对检验,而非独立检验
---
## 常见陷阱
| 陷阱 | 说明 | 如何识别 |
|------|------|---------|
| Y轴截断 | 截断Y轴放大微小差异 | 检查Y轴是否从0开始比值类或是否有断裂标记 |
| 不标n值 | 无法判断统计效力 | 看caption或方法部分是否有样本量说明 |
| 用均值±SEM代替箱式图 | SEM小掩盖真实离散度 | SEM = SD/√n永远比SD小是"美化"手段 |
| 忽略正态性假设 | t-test用于极端偏态数据 | 看是否报告了Shapiro-Wilk检验或使用非参数检验 |
---
## 批判性提问模板
1. "组间差异的效应量effect size是多少 Cohen's d > 0.5 才算中等效应"
2. "异常值是否影响了中位数? 去掉异常值后结论是否改变?"
3. "如果改用非参数检验p值是否仍然显著"
4. "样本量是否足够检测到这个效应量?"可用G*Power反推

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# 组织学半定量图
## 适用场景
关节软骨、骨、肌肉、皮肤等组织的染色评估H&E、Safranin O、Masson trichrome、番红O-固绿等),以及基于评分系统的半定量组织学分析。常见于骨科、再生医学、创伤修复研究。
---
## 核心阅读维度
### 1. 评分系统识别与适用范围
| 评分系统 | 分项数 | 满分 | 适用场景 | 特点 |
| -------------- | ------ | ------ | ----------------------------- | --------------------------------- |
| **O'Driscoll** | 8 | 24 | 动物软骨修复 | 评估结构、细胞、基质、矿化等 |
| **Modified O'Driscoll** | 8 | 24+ | 软骨修复 | 加入hyaline cartilage比例 |
| **ICRS II** | 14 | 每项100mm VAS | 人/动物软骨 | 14个独立评分项可视化模拟评分尺 |
| **Mankin** | 4-5 | 14 | 骨关节炎分级 | 结构、细胞、Safranin O、潮线 |
| **OARSI** | 多维度 | 层级制 | 人膝关节骨关节炎组织学 | 更适合退行性病变 |
| **Pineda** | 4 | 12 | 软骨修复 | 简单快速 |
### 2. 评分者间一致性Inter-rater Reliability
- **评估方法**组内相关系数ICC或 Kappa 统计量
- **ICC 阈值**ICC > 0.75 = 良好0.60-0.75 = 中等,< 0.60 =
- **盲法要求**:评分者必须不知道样本分组(治疗组 vs 对照组)
- **一致性人数**:至少 2-3 名经过培训的评分者
**关键问题**
- 论文是否报告了评分者间一致性?
- 评分者是否盲于实验分组?
- 如果评分差异过大(如 >2 分),如何处理?(共识评分?平均?排除离群值?)
### 3. ROIRegion of Interest选择
- **评分位置**:是在修复区中心?还是包含修复区+周围正常软骨?
- **切片位置**:是否使用最佳切片(无折叠、无撕裂)?
- **染色一致性**:同批次染色各组切片条件是否相同?
### 4. 软骨特异性染色评估要点
| 染色类型 | 评估内容 | 关键指标 |
| ------------------ | ------------------------------- | --------------------------------- |
| **Safranin O / Fast Green** | 蛋白聚糖PG含量 | 染色强度0-3 或 0-4 分制);与正常软骨对比 |
| **H&E** | 细胞形态、结构完整性 | 细胞数、细胞簇、核形态 |
| **Masson Trichrome** | 胶原沉积与纤维化程度 | 蓝绿色胶原 vs 红色肌肉/细胞质 |
| **番红OSafranin O** | PG 分布 | 深层/浅层分布是否与正常软骨相似 |
| **IHCCOL2A1等** | 目标蛋白表达定位与强度 | 阳性染色区域百分比 |
### 5. 评分细节审查
- **分项分数**还是**总分**?分项分数是否都有报告?
- **正常软骨对照**是否同时评分了正常对照组Sham作为基准
- **时间点设计**多个时间点4w / 12w / 24w的评分是否用同一标准
---
## 常见陷阱
| 陷阱 | 说明 | 如何识别 |
| ------------------ | ------------------------------------------ | ---------------------------------- |
| **评分者非盲** | 评分者知道分组信息,导致评分偏倚 | 方法中是否注明"blinded evaluation" |
| **评分者间一致性差**| ICC < 0.6但作者仍报告组间差异显著 | 检查是否报告了 ICC κ |
| **ROI 选取不统一** | 不同样本选取的评分区域大小不一致 | 方法中是否明确了 ROI 标准 |
| **总分掩盖分项差异**| 两组总分相近但分项模式完全不同 | 检查分项分数而非只看总分 |
| **缺乏正常对照** | 没有正常软骨/假手术组作为基准 | 是否设置了 baseline 对照 |
| **组织伪影当作数据**| 切片折叠、气泡、染色假象被纳入评分 | 图像质量是否足以区分真实信号和伪影 |
---
## 关键问题模板
1. "用的是哪个评分系统O'Driscoll / ICRS II / Mankin该系统的分项评分是否都有报告还是只报告了总分"
2. "评分是否采用了盲法评分者间一致性ICC/κ)是多少?是否在报告前就确认了一致性?"
3. "ROI 的选择标准是什么?是固定位置还是基于修复区中心?不同样本的评分区域是否可比较?"
4. "是否存在评分过高/过低的离群样本?作者如何处理离群值?"
## 一句话总结
> 组织学评分的核心是**"查评分系统、验盲法执行、核ROI一致、看完总分看分项"**——半定量评分的主观性决定了盲法和一致性报告是可信度的基础。

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# 网络图与通路图
## 适用场景
展示分子相互作用网络PPI、信号通路级联、基因调控关系、或共表达网络。常见于系统生物学、多组学整合分析、药物靶点预测。
## 读图维度
### 1. 网络拓扑结构
- **节点 (Node)**
- 代表什么?(基因、蛋白、代谢物、疾病、药物)
- 节点大小/颜色编码什么?(表达量、重要性、分类、差异显著性)
- 关键节点Hub是否被标注
- **边 (Edge)**
- 代表什么关系?(物理相互作用、调控、共表达、预测关联)
- 边的粗细/颜色编码什么?(置信度、强度、关系类型)
- 是否有方向性?(箭头表示调控方向)
### 2. 网络布局算法
- **布局方式**
- Force-directed力导向相关节点聚集无关节点分离
- Circular环形强调层次结构
- Hierarchical层次展示级联信号
- **布局选择影响**
- 不同算法可能强调不同的网络特征
- 聚集的模块是否代表真实功能单元?
### 3. 模块与聚类
- **模块检测**
- 是否有明显的社区/模块结构?
- 模块用什么算法识别MCL、Louvain、WGCNA
- 模块内节点是否有共享功能?
- **通路注释**
- 节点是否标注了通路归属?(如 KEGG、GO、Reactome
- 同一通路的节点是否在网络中聚集?
### 4. 中心性指标
- **Hub 基因/蛋白**
- Degree连接数最高的节点是谁
- Betweenness中介中心性高的节点 = 信息流通的关键瓶颈
- Closeness接近中心性高的节点 = 网络核心
- **Hub 的生物学意义**
- 是否是已知的"明星分子"
- 是否是潜在的药物靶点?
### 5. 多组学整合层
- **多层网络**
- 不同颜色/形状的节点是否代表不同组学层面?(基因、蛋白、代谢物)
- 层间连接(如基因→蛋白)是否可靠?
- **整合可信度**
- 跨层关联是否有实验验证?
- 还是纯计算预测?
## 常见陷阱
| 陷阱 | 识别方法 | 风险 |
|------|---------|------|
| ** hairball 效应** | 节点>100边极度密集 | 无法解读,视觉噪声 |
| **预测边混入** | 未区分实验验证 vs 预测 | 假阳性关联污染网络 |
| **Hub 偏倚** | 只关注已知明星分子 | 忽视真正有功能的新节点 |
| **布局artifact** | 节点聚集仅因布局算法 | 被误读为生物学模块 |
| **过度解读方向性** | 蛋白相互作用标为"激活" | PPI 本身不携带方向信息 |
## 关键问题模板
1. "网络图中包含 200+ 节点和 1000+ 边,是否进行了阈值过滤?未显示的边是否可能改变模块结构?"
2. "标注的 Hub 节点 Degree 最高,但 Betweenness 低,它是否是真正的功能核心还是仅仅连接了很多边缘节点?"
3. "网络中的边有 30% 来自 STRING 预测(非实验验证),如果仅保留实验验证的边,网络结构是否崩溃?"
4. "通路图显示 A 激活 B 激活 C但这是基于文献挖掘的通路模板本研究的数据是否支持这种级联关系"
## 一句话总结
> 网络图的核心是**"看节点、看模块、看Hub、防 hairball"**——网络的可读性和边的可信度比节点的数量更重要。

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# 蛋白质结构图
## 适用场景
展示蛋白质三维结构、结构域组织、配体结合位点、突变位置、或蛋白-蛋白/蛋白-配体相互作用界面。常见于结构生物学、药物设计、突变功能预测。
## 读图维度
### 1. 表示方式与分辨率
- **结构表示法**
- **Cartoon/Ribbon**:展示二级结构(α-螺旋、β-折叠、无规卷曲)
- **Surface**:展示表面电势、疏水性、可及性
- **Stick/Ball-and-stick**:展示小分子配体、关键残基侧链
- **Sphere**:展示金属离子、水分子
- **分辨率 (Resolution)**
- X-ray: < 2.5Å 为高质量2.5-3. 中等>3.5Å 较低
- Cryo-EM: < 3.0Å 原子级3-5Å 可看清二级结构
- 低分辨率结构的侧链位置不可靠
### 2. 结构域与功能域
- **结构域划分**
- 是否标注了已知的功能域如激酶域、DNA结合域
- 不同颜色是否代表不同结构域?
- **无序区域 (IDR)**
- N端或C端是否有未解析区域虚线表示
- 无序区域是否有功能重要性?
### 3. 突变与修饰位点
- **突变标注**
- 突变位点在结构上的位置?(表面 vs 核心)
- 是否参与相互作用界面?
- 是保守位点还是可变位点?(看序列比对)
- **翻译后修饰**
- 磷酸化、泛素化、乙酰化位点是否标注?
- 修饰位点是否暴露在表面?
### 4. 相互作用界面
- **蛋白-蛋白相互作用 (PPI)**
- 界面面积多大?(>1500Ų 为典型强相互作用)
- 界面是否涉及疏水核心 + 极性边缘?
- 关键残基是否通过 Stick 显示?
- **蛋白-配体相互作用**
- 配体结合口袋位置?(正构 vs 别构)
- 氢键、疏水作用、π-π堆积是否标注?
- 结合亲和力 (Kd/Ki) 是否与结构互补性一致?
### 5. 动态性与构象变化
- **静态结构局限**
- 单张结构图是否能代表动态构象系综?
- 是否有 NMR 系综或 MD 模拟补充?
- **构象变化**
- 是否叠加了多种构象(如开放/关闭状态)?
- 变化发生在哪个结构域?
## 常见陷阱
| 陷阱 | 识别方法 | 风险 |
|------|---------|------|
| **低分辨率过度解读** | Resolution > 4Å | 侧链位置不准确,界面分析不可靠 |
| **同源建模未标注** | 未说明是实验结构还是预测 | 将预测结构等同于实验验证 |
| **静态冻结动态** | 仅展示单一构象 | 忽视蛋白质天然动态性 |
| **修饰位点埋藏** | 标注的修饰位点在结构核心 | 修饰酶无法接触,标注可能错误 |
| **人工构建域** | 截短体或融合蛋白结构 | 不代表全长蛋白的真实状态 |
## 关键问题模板
1. "该蛋白质结构分辨率为 3.8Å,作者声称突变破坏了氢键网络,但在这个分辨率下侧链取向是否足够精确以支持这一结论?"
2. "结构图显示配体结合在口袋 A但生物化学实验显示主要活性来自口袋 B晶体结构是否捕获了非生理相关的结合模式"
3. "图中标注的磷酸化位点 Ser123 在结构上位于β-折叠核心内部,激酶如何接触这个位点?是否只在未折叠状态下修饰?"
4. "这是同源建模结构(基于 30% 序列同源的模板),而非实验解析结构,模型质量评分(如 QMEAN、MolProbity是否在可接受范围"
## 一句话总结
> 蛋白质结构图的核心是**"看分辨率、看界面、看动态、防过度解读"**——结构是功能的快照,不是功能的全部。

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# 降维图PCA / t-SNE / UMAP阅读指南
## 适用场景
- 高维数据的可视化RNA-seq、质谱、影像特征等
- 样本相似性/异质性的初步探索
- 批次效应检测
---
## 核心阅读维度
### 1. 方差解释率PCA特有
- **PC1/PC2百分比**:前两维解释了多少总方差?
- >50%:降维充分,可信
- 20-50%:中等,可能丢失信息
- <20%降维不充分两维不足以代表数据结构
- **碎石图Scree Plot**如果有看拐点在哪里。拐点后的PC贡献小可忽略
### 2. 分组分离度
- **视觉分离**:不同颜色/形状的组是否明显分开?
- **重叠程度**:重叠多 = 组间差异小,或降维丢失了区分信息
- **边界清晰度**:边界是清晰还是模糊?(模糊 = 组间有过渡状态)
### 3. 批次效应检测
- **批次标记**:如果有按批次着色,看同一批次样本是否聚集?
- 是 = 存在批次效应需要校正如ComBat
- 否 = 批次效应小,可喜
- **与生物学分组的关系**:批次聚集和生物学分组哪个更强?
- 如果批次 > 生物学 = 严重问题,结论不可信
### 4. 离群样本
- **远离主群的点**:是否总是同一个样本?
- **原因**:技术错误(如测序深度低)还是真实生物学异常?
- **处理**:作者是否排除了离群点?排除标准是什么?
### 5. 降维方法差异
| 方法 | 优点 | 缺点 | 适用场景 |
|------|------|------|---------|
| PCA | 线性、可解释、有载荷 | 只能捕捉线性关系 | 初步探索、批次检测 |
| t-SNE | 非线性、局部结构好 | 随机、全局结构差、perplexity敏感 | 亚型识别、局部聚类 |
| UMAP | 非线性、速度快、全局+局部 | 超参数敏感n_neighbors, min_dist | 大规模数据、单细胞 |
**关键问题**作者选择该方法的理由是否充分单细胞数据用UMAP合理但普通RNA-seq用t-SNE可能过度
---
## 常见陷阱
| 陷阱 | 说明 | 如何识别 |
|------|------|---------|
| Perplexity选择不当 | t-SNE的perplexity影响聚类外观 | 方法部分是否说明perplexity值通常5-50 |
| UMAP过聚合 | min_dist太小导致所有点粘在一起 | 看是否有独立的小簇,还是一个大 blob |
| 忽略方差解释率 | 只展示PC1/PC2但解释率<10% | 看caption或正文是否报告了% |
| 循环论证 | 用聚类结果定义组,然后在降维图上展示 | 问:颜色标注的组是如何定义的?是否独立于降维? |
---
## 批判性提问模板
1. "PC1/PC2 解释了多少方差?如果<30%二维投影是否充分"
2. "分组颜色是基于独立标签(如临床诊断)还是聚类结果?"
3. "是否存在批次效应?批次效应是否大于生物学效应?"
4. "离群样本是否被排除?排除标准是什么?"
5. "如果用PCA而不是t-SNE/UMAP分离度是否仍然明显"(检验非线性方法的必要性)

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# 雷达图与漏斗图
## 适用场景
**雷达图**:多维度比较(如不同样本的多指标特征画像),常见于多参数免疫分型、药物多靶点评估、患者多维特征比较。
**漏斗图**Meta分析中检测发表偏倚或展示临床流程中各阶段的病例流失如从筛查到入组到完成随访
## 读图维度
### 雷达图
#### 1. 维度定义与尺度
- **每个轴代表什么指标?**
- 指标是否独立?(避免高度相关的指标重复)
- 指标是否经过标准化?(否则量纲大的指标会主导图形)
- 轴的方向:是否所有轴都是"越大越好"?(注意反向指标)
#### 2. 多边形形态解读
- **整体面积**
- 面积越大 = 综合得分越高(在标准化前提下)
- 但面积受维度数量影响(维度越多面积越容易大)
- **形状特征**
- 某一轴特别突出 = 该维度是主要特征
- 接近正多边形 = 各维度均衡
- 明显不对称 = 存在优势/劣势维度
#### 3. 组间比较
- **多边形重叠**
- 完全重叠 = 两组特征几乎相同
- 某一方向明显分离 = 该维度是主要区分特征
- **交叉情况**
- A组在维度1上高于B组但在维度2上低于B组 = 权衡关系
### 漏斗图 (Funnel Plot)
#### 1. 坐标轴含义
- **X轴**:效应量(如 logHR、logOR、SMD
- **Y轴**:精度指标(通常是标准误 SE 的倒数,即 1/SE
- 上方 = 大样本、高精度研究
- 下方 = 小样本、低精度研究
#### 2. 对称性判断
- **理想情况**
- 呈倒漏斗形,大样本研究聚集在顶部中间
- 小样本研究在底部对称分布
- **发表偏倚信号**
- 底部左侧或右侧缺失 = 小样本阴性结果未发表
- 图形明显不对称 = 可能存在发表偏倚
#### 3. 统计检验
- **Egger 检验**
- p < 0.05 提示存在发表偏倚
- 但检验力低(研究数 < 10 时不稳定
- **Trim and Fill**
- 估算需要多少"缺失"研究才能使漏斗对称
- 调整后的合并效应量是否仍显著?
## 常见陷阱
| 陷阱 | 识别方法 | 风险 |
|------|---------|------|
| **雷达图维度过多** | >8 个轴 | 可读性极差,图形混乱 |
| **雷达图未标准化** | 不同轴量纲差异巨大 | 大数值轴完全压制小数值轴 |
| **漏斗图研究过少** | n < 10 | 无法判断对称性检验无功效 |
| **混淆两种漏斗图** | Meta漏斗 vs 临床流程漏斗 | 解读方式完全不同 |
| **假对称性** | 异质性高导致分散 | 异质性大时漏斗图本就不应集中 |
## 关键问题模板
1. "雷达图有 12 个维度,是否有维度压缩或主成分分析支持这些维度的独立性?"
2. "漏斗图底部右侧明显缺失小样本阴性研究,如果进行 Trim and Fill 校正,合并效应量是否仍具有临床意义?"
3. "雷达图中样本 A 的面积大于样本 B但 A 在关键疗效指标上反而低于 B面积大小是否被非关键指标主导"
4. "漏斗图显示不对称,但 I² = 85%(高异质性),这种分散是发表偏倚还是真实异质性导致?"
## 一句话总结
> 雷达图看**"多维度均衡与失衡"**,漏斗图看**"小样本是否对称缺失"**——两者都警惕过度简化和维度误导。

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# clarify-user-intent
Clarifies ambiguous user intent when SKILL.md cannot confidently route.
## Trigger conditions
- Input is too short or vague
- Input matches multiple top-level intents
- Required object (paper key/DOI/title) is missing
- User says "这篇" but no unique paper is locked in context
## Interaction rules
1. Explain briefly what PaperForge can do
2. Present options matching the 5 research intents + mechanical commands
3. Let user choose or provide more details
4. Maximum 2 rounds of clarification; after that, report inability to route
Two-round limit: 最多两轮。两轮后仍无法确定,告知用户无法路由。
## Fixed question pattern (Chinese)
```
我可以帮你做这几类事:
1. 找某篇文章
2. 找一批相关论文
3. 找支持某个观点/参数/术语的证据
4. 精读一篇文章
5. 记录到项目阅读笔记 / 保存
你现在更想做哪一种?如果你已经有 paper key / DOI / 标题,也可以直接发给我。
```
## Output
Returns one: `clarified_intent` matched to the compound's top-level intents.
## Two-round limit rule
最多两轮。两轮后仍无法确定,告知用户无法路由。

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# extract-methodology-card
从项目日志中提取可复用的方法论,生成方法论卡片。
---
## 前置条件
- bootstrap 已完成(有 `$VAULT`、`$PYTHON`
- 已知 project 名称
- 目标项目有至少一条 `type: "session_summary"``type: "note"` 的日志
---
## 步骤
### Step 1: 读取项目日志
```bash
$PYTHON -m paperforge --vault "$VAULT" project-log --list --project "<project>" --json
```
从返回的日志条目中筛选包含可复用方法论的内容(`reusable` 字段非空的条目)。
### Step 2: 识别可复用模式
逐条分析日志,找出:
- 重复出现的解决策略
- 用户纠正的常见错误
- 被多次验证有效的流程
### Step 3: 读取方法论卡片模板
`references/method-card-template.md` 读取模板:
```bash
cat "$VAULT/System/PaperForge/references/method-card-template.md"
```
### Step 4: 填充模板生成卡片
按模板格式填充:
```markdown
---
id: <kebab-case-id>
tags: [<tag1>, <tag2>]
source_project: <project-name>
status: active
---
# <卡片标题简短可搜索>
## Use when
<!-- 什么时候应该用 -->
## Procedure
1. <步骤 1>
2. <步骤 2>
3. <步骤 3>
## Watch-outs
- <常见陷阱>
- <注意事项>
## Example
来自 `<project>` 项目的具体例子(附 project-log 来源)
---
```
### Step 5: 确认写入
```
即将创建方法论卡片到 System/PaperForge/methodology/archive/<id>.md:
标题: dc-parameter-audit
来源: 综述写作
步骤:
1. 列出所有参数窗断言
2. 逐句追溯文献来源
3. 区分"文献说了什么"和"我推断什么"
确认写入?(y/n)
```
### Step 6: 写入
```bash
cat > "$VAULT/System/PaperForge/methodology/archive/<id>.md" << 'EOF'
<卡片内容>
EOF
```
写入后确认文件已创建。
---
## 禁止
- 不要在没有 project-log 的情况下凭空创建卡片
- 不要创建单次使用的方法——必须是可跨项目复用的模式
- 不要使用与已有卡片重复的 id
---
## 参考
模板文件:`references/method-card-template.md`

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# Method Card Template
复制此模板创建新的方法论卡片。
---
<!-- 卡片 frontmatterYAMLAgent 写入时保留) -->
<!--
---
id: <kebab-case-id>
tags: [<tag1>, <tag2>]
source_project: <project-name>
status: active
---
-->
# <标题简短可搜索>
## Use when
<!-- 什么时候应该用这个方法1-2 句话 -->
## Procedure
<!-- 具体步骤,每步一个编号 -->
1. <步骤 1>
2. <步骤 2>
3. <步骤 3>
## Watch-outs
<!-- 常见陷阱、误用场景 -->
- <注意 1>
- <注意 2>
## Example
<!-- 来自项目的具体例子,最好附上 project-log 来源 -->
---
<!-- 每张卡片末尾保留分隔线 -->

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# retrieval-routing
Route between vector and memory retrievers based on query type.
## 1. Authority principles
- **bootstrap** provides convenience capability fields only; it is not the runtime truth source
- **runtime-health** is the runtime truth source; always check it before making retrieval decisions
- **Semantic/vector retrieval is optional and supplementary** -- metadata and fulltext search are the primary retrieval path
## 2. Retrieval ladders
### Ladder A -- Paper Discovery (multi-arm strategy for discover-papers)
**Prerequisite: check `retrieve` availability**
Before any discovery arm, check if semantic/vector search is available:
```bash
$PYTHON -m paperforge --vault "$VAULT" embed status --json
```
If `data.db_exists == true` and `data.chunk_count > 0`, `retrieve` is usable.
Otherwise, skip Arm 1 and Arm 3 below.
**Strategy: choose discovery method based on user query type**
| User says... | Use arms |
|---------------------------------------|----------------------------------|
| Specific technical term, method, parameter ("bipolar pulses", "galvanotaxis chamber") | **Arm 1** (fulltext) + **Arm 2** (metadata) in parallel |
| Author name + year, topic title | **Arm 2** (metadata) + optionally **Arm 1** |
| "collection X里有什么" / "collection里有什么" | **Arm 3** (collection inventory) |
| Vague / broad topic | **Arm 1** first, then **Arm 2** to supplement |
#### Arm 1 — Fulltext semantic search (if `retrieve` available)
```bash
$PYTHON -m paperforge --vault "$VAULT" retrieve "<query>" --json --limit 30
```
- Searches OCR fulltext chunks via vector embedding
- Catches concepts that appear only in Methods/Results/Discussion (not in title/abstract)
- Returns up to 30 chunk hits across papers; each hit includes `paper_id`, `section`, page
- If `ok: false` → skip this arm, proceed with Arm 2
#### Arm 2 — Metadata FTS search (always available)
```bash
$PYTHON -m paperforge --vault "$VAULT" search "<query>" --json --limit 30
[--domain "<domain>"] \
[--year-from <N>] [--year-to <N>] \
[--ocr done|pending] \
[--lifecycle <lifecycle>]
```
- Uses FTS5 on title, abstract, authors, journal, domain, collection_path
- Fast, always works
- Limit 30 by default; user can request more
#### Arm 3 — Collection/domain inventory (full list, no truncation)
When the user wants to know what's in a collection or domain:
```bash
$PYTHON -m paperforge --vault "$VAULT" context --collection "<collection_path>" --json
$PYTHON -m paperforge --vault "$VAULT" context --domain "<domain>" --json
```
- Returns **every** paper in the collection/domain (no truncation)
- `context --collection` does prefix match on collection path
- `context --domain` does exact match on domain field
- If the list is very large (50+), summarize by year/author and ask user if they want to narrow
#### Result deduplication
- Collect all results from used arms into a single list
- Deduplicate by `zotero_key` (keep first occurrence)
- If `Arm 1` was used: prefer the Arm 1 entry (has fulltext match signal)
- After dedup, enrich top hits with `paper-context`
#### Large result set handling
- If any arm returns > 20 results, tell the user the total count
- Offer options: increase limit, narrow by year/domain/author, or show top N
- The `search` default limit is 20; `retrieve` default is 5 (increase to 30 for discovery)
- `context --collection` already returns all — no pagination needed
#### Fallback: when `retrieve` is unavailable
If `embed status` shows no vector index, skip Arm 1 entirely:
> Semantic fulltext search unavailable (vector index not built). Falling back to metadata search only. Run `paperforge embed build` to enable fulltext discovery.
Then proceed with Arm 2 only (or Arm 3 if collection/domain query).
### Ladder B -- Evidence Retrieval with rg
1. Generate metadata candidates via `paperforge search`
2. Narrow to papers with OCR/fulltext available (check runtime-health or paper-context)
3. Run `rg` over resolved fulltext set to locate exact evidence
4. Verify top hits with `paperforge paper-context` and local snippet reads
### Ladder C -- Evidence Retrieval without rg
1. Same metadata generation as Ladder B
2. Fallback to `grep` / `findstr` / system search
3. If agent environment supports, try installing rg (not assumed by default)
4. If no fulltext search tool is available, degrade to metadata-only evidence
### Ladder D -- Semantic Candidate Expansion (if `semantic_enabled` && `semantic_ready`)
1. Use `paperforge retrieve <query>` to expand candidate set
2. Never treat semantic hits as final evidence
3. Verify every semantic hit with rg / fulltext / paper-context before use
## 3. Fallback behavior when no OCR/fulltext exists
When runtime-health indicates no papers have OCR or fulltext available:
> Exact evidence verification is limited -- degrading to metadata-level support
Present a candidate paper list only; no snippet verification is performed.
## 4. Recommended limits
| Phase | Default limit | Why |
|-------|---------------|-----|
| Discovery — `search` | 30 | Catch papers beyond top 20 |
| Discovery — `retrieve` | 30 | Cover fulltext body matches |
| Discovery — `context --collection` | no limit | Must list everything |
| Enrichment — `paper-context` | top 10 | Enough for user to decide |
| Evidence snippets | top 5 | Deep verification is expensive |
## 5. Semantic degradation rule
```text
Retrieve availability check (run before any discovery):
paperforge embed status --json → db_exists == true && chunk_count > 0
If retrieve is NOT available (no vector index):
- Skip all retrieve calls in every molecule
- Fall back to metadata-only strategy (search + context --collection)
- Inform user: "Fulltext semantic search unavailable. Run 'paperforge embed build' to enable body-text discovery."
If retrieve IS available:
- Use as primary discovery arm for technical/method queries
- Every semantic hit should be verified by paper-context before presenting as evidence
- Retrieve is a discovery tool, not a verification tool
```

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# write-project-log
记录会话/项目日志到 `project-log.jsonl`,包含决策、弯路、待办等。
---
## 前置条件
- bootstrap 已完成(有 `$VAULT`、`$PYTHON`
- 已知 project 名称
- 对话上下文中已有会话内容可回顾
---
## Schema
```json
{
"id": "plog_20260519_001",
"project": "综述写作",
"date": "2026-05-19",
"type": "session_summary",
"title": "DC 段参数窗审计",
"decisions": ["做了 X因为 Y"],
"detours": [
{
"wrong": "错误方向",
"correction": "用户如何纠正",
"resolution": "最终方案"
}
],
"reusable": ["可复用的方法论或教训"],
"todos": [
{"content": "待办事项", "done": false}
],
"related_papers": ["ABC12345"],
"tags": ["DC", "参数窗", "审计"],
"agent": "opencode"
}
```
| 字段 | 必填 | 说明 |
|------|------|------|
| `id` | 是 | 自动生成 `plog_YYYYMMDD_NNN` |
| `project` | 是 | 项目名 |
| `date` | 是 | YYYY-MM-DD |
| `type` | 是 | `session_summary` / `decision` / `correction` / `milestone` / `note` |
| `title` | 是 | 简短标题 |
| `decisions` | 否 | 核心决策列表 |
| `detours` | 否 | 弯路与修正记录 |
| `reusable` | 否 | 可复用方法论 |
| `todos` | 否 | 待办事项 |
| `related_papers` | 否 | 相关 Zotero keys |
| `tags` | 否 | 分类标签 |
| `agent` | 否 | 记录者 |
---
## 步骤
### Step 1: 确定 project 和 type
从上下文获取。如果用户未指定 project询问。
type 参考:
| type | 使用场景 |
|------|---------|
| `session_summary` | 会话结束时的总结 |
| `decision` | 单独记录一个重要决策 |
| `correction` | 用户纠正了某个方向 |
| `milestone` | 项目里程碑 |
| `note` | 一般研究笔记 |
### Step 2: 回顾本次会话
提取以下内容:
- **做了什么**(核心决策及其原因)
- **用户纠正了什么**(弯路与修正)
- **有什么可复用的发现**
- **待办事项**
### Step 3: 展示确认
```
即将记录:
日期: 2026-05-19
类型: session_summary
标题: DC 段参数窗审计完成
决策:
- 限定参数窗为 100Hz-1kHz
弯路:
- 把推断当文献事实 → 用户要求逐句审计 → 5 处修正
可复用:
- 写完必须逐句过 source
确认写入?(y/n)
```
### Step 4: 写入
```bash
$PYTHON -m paperforge --vault "$VAULT" project-log --write \
--project "<project>" \
--payload '<payload>'
```
payload 为完整 JSON 对象(单行序列化)。
返回 `ok: true` → 写入成功;`ok: false` → 报错重试。
### Step 5: 确认渲染
```bash
$PYTHON -m paperforge --vault "$VAULT" project-log --render --project "<project>"
```
输出到 `Resources/Projects/<project>/project-log.md`
---
## 禁止
- 不要在用户确认前写入
- 不要只写"做了什么"而没有"弯路"和"可复用"部分
---
## 参考
详情请看本 atom 顶部的确认模板部分。

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# write-project-reading-log
将叙述性证据直接写入 `Resources/Projects/<project>/reading-log.md`
**定位:丰富内容层**——完整段落、写作素材、按 claim 组织的叙述性记录。
---
## 核心原则
**由 Agent 直接写入 markdown不从 JSONL 渲染,不自动生成。**
这是给你(人类作者)看的文档,不是给机器解析的数据。因此应该用自然段落写作,按论点和 claim 组织,而非逐条粘贴 JSON。
---
## 前置条件
- bootstrap 已完成(有 `$VAULT`、`$PYTHON`
- 已知 `project` 名称
- 目标文件路径:`$VAULT/Resources/Projects/<project>/reading-log.md`
---
## 步骤
### Step 1: 确认项目
从上下文获取 project 名称。如果未指定,询问用户。
### Step 2: 组织叙述内容
按 claim/论点组织写作素材,而非按论文。每段包含:
- **Claim 标题**`##` 级别)
- **来源论文**(标题 + 年份 + 作者)
- **关键证据**(原文引用 + 你的解读)
- **与其他证据的关系**(支持/矛盾/补充)
### Step 3: 展示确认
```
即将写入 Resources/Projects/综述写作/reading-log.md:
# PEMF 对 GAG 合成的影响
## PEMF 促进软骨基质合成
Smith 2024 在体外软骨细胞实验中报告PEMF 暴露后 GAG 含量增加 40%(原文:...)。
这与 Jones 2023 的结果一致......
确认写入?(y/n)
```
### Step 4: 写入文件
使用 `write` 工具追加到目标文件:
```text
目标路径:$VAULT/Resources/Projects/<project>/reading-log.md
写入模式:追加
内容:按 claim 组织的 markdown 段落
```
如果文件不存在,先创建空文件,再追加内容。
### Step 5: 确认写入成功
读取目标文件最后几行,确认内容已正确追加。
---
## 与 JSONL 的关系
| | JSONL | Project reading-log |
|---|-------|-------------------|
| 粒度 | 单句/单点 | 段落/claim 级 |
| 格式 | JSON 对象 | Markdown 叙述 |
| 使用者 | 机器搜索/渲染 | 人类阅读/写作 |
| 生成方式 | atom 写 | Agent 直接写 |
| 频率 | 高频 | 低频(仅在材料累积到可成段时) |
两者互补——JSONL 是索引project reading-log 是内容。
---
## 禁止
- 不要从 JSONL 自动渲染——这是人工写作区域
- 不要只粘贴 JSON——这是给人看的文档
- 不要用单句代替完整段落
- 不要在用户确认前写入

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# write-reading-log-jsonl
`reading-log.jsonl` 追加单条结构化阅读条目。
**定位:结构化索引层**——简短、可搜索、机器可解析。每条条文对应论文中的一句引用/发现。
---
## 前置条件
- bootstrap 已完成(有 `$VAULT`、`$PYTHON`
- 已知 `paper_id`zotero_key
- 上下文中有待记录的 excerpt 和相关信息
---
## Schema
```json
{
"id": "rln_20260519_001",
"paper_id": "ABC12345",
"project": "综述写作",
"section": "Results Fig.3",
"excerpt": "原文关键句(逐字引用)",
"context": "包含 excerpt 的完整段落",
"usage": "这个信息在写作中的用途",
"note": "注意事项 / 待核查",
"tags": ["PEMF", "dose-response"],
"verified": false
}
```
| 字段 | 必填 | 说明 |
|------|------|------|
| `id` | 是 | 自动生成 `rln_YYYYMMDD_NNN` |
| `paper_id` | 是 | Zotero key8位大写 |
| `project` | 否 | 关联的研究项目 |
| `section` | 是 | 文献位置 |
| `excerpt` | 是 | 逐字引用原文 |
| `context` | 是 | 完整段落供复核定位 |
| `usage` | 是 | 在写作中的用途 |
| `note` | 否 | 待核查事项 |
| `tags` | 否 | 分类标签 |
| `verified` | 否 | 默认 false |
---
## 步骤
### Step 1: 收集必填字段
从对话上下文提取:`paper_id`、`section`、`excerpt`、`context`、`usage`。
### Step 2: 生成 id
格式:`rln_<YYYYMMDD>_<3位序号>`(序号从上下文已存在的条数推断)
### Step 3: 展示确认
```
即将记录:
文献: ABC12345 | Smith 2024
位置: Results Fig.3
原文: "..."
用途: 支撑 PEMF 基质合成的论证
项目: 综述写作
标签: PEMF, GAG
确认写入?(y/n)
```
### Step 4: 写入
```bash
$PYTHON -m paperforge --vault "$VAULT" reading-log --write <paper_id> \
--section "<section>" \
--excerpt "<excerpt>" \
--context "<context>" \
--usage "<usage>" \
--note "<note>" \
--project "<project>" \
--tags "<tag1>,<tag2>"
```
返回 `ok: true` → 写入成功;`ok: false` → 报错重试一次。
### Step 5: 触发渲染
```bash
$PYTHON -m paperforge --vault "$VAULT" reading-log --render --project "<project>"
```
输出到 `Resources/Projects/<project>/reading-log.md`
---
## 禁止
- 不要在用户确认前写入
- `excerpt` 必须是原文逐字引用,不能是推断或改写
- `context` 不能为空
---
## 参考
详情请看本 atom 顶部的确认模板部分。

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# capture-project-knowledge
捕获和持久化从阅读中获得的知识到项目记忆。
## Pre-flight Checklist
- [ ] SKILL.md Section 1a Pre-flight 全部通过
- [ ] `$VAULT`、`$PYTHON` 已从 bootstrap 获取
- [ ] 待保存的内容已就绪(证据/讨论/方法论)
- [ ] intent 已确定为 `capture_project_knowledge`
或作为 post-action在其他 molecule 输出后用户要求保存)
---
## 触发模式
### 1. 直意模式Direct intent
用户直接说"记一下"、"保存"、"记录这条"——不管从哪个上下文来,都路由到这里。
### 2. 后置模式Post-action
在其他分子(`read-known-paper`、`find-supporting-evidence`)产出结果后,用户要求保存其中一部分内容。
---
## 捕获类型
| 类型 | 描述 | 对应 Atom |
|------|------|-----------|
| **Lightweight JSONL** | 单条结构化阅读笔记,可搜索、可机器解析 | `atoms/write-reading-log-jsonl.md` |
| **Rich reading-log** | 叙述性段落,直接写入项目 markdown写作素材 | `atoms/write-project-reading-log.md` |
| **Session/project log** | 会话总结、决策记录、弯路修正、待办事项 | `atoms/write-project-log.md` |
| **Methodology card** | 从项目日志中提取可复用的方法论 | `atoms/extract-methodology-card.md` |
---
## 步骤
### Step 1: 确定用户意图
从对话上下文中判断用户要保存哪类内容:
- 用户提到单条论文片段 / 引用 → **Lightweight JSONL**(最快、最轻量)
- 用户说"写一段总结" / "记录到这个项目" → **Rich reading-log**
- 用户说"记一下今天的进展" / "记录决策" → **Session/project log**
- 用户说"这个方法值得复用" / "提取方法论" → **Methodology card**
- 不确定时:列出四个选项让用户选
### Step 2: 调用对应 Atom
| 意图 | Atom |
|------|------|
| 单条阅读笔记 | `atoms/write-reading-log-jsonl.md` |
| 项目阅读记录 | `atoms/write-project-reading-log.md` |
| 会话/项目日志 | `atoms/write-project-log.md` |
| 方法论提取 | `atoms/extract-methodology-card.md` |
### Step 3: 写入前确认
**必须**在写入前以交互方式展示给用户确认。
格式参考对应 atom`atoms/write-reading-log-jsonl.md`、`atoms/write-project-reading-log.md`、`atoms/write-project-log.md`)中的确认模板。
### Step 4: 写入后反馈
确认写入成功后,告知用户写入位置和主要内容摘要。
---
## 过渡路由
| 来源 | 路由方式 |
|------|---------|
| `read-known-paper` 保存讨论 | 用户说"保存" → Step 1 |
| `find-supporting-evidence` 保存证据 | 用户选择证据保存 → Step 1 |
| 用户直接说"记一下" | 直意触发 → Step 1 |
---
## 禁止
- 不要在用户未要求时自动保存内容
- 不要绕过确认步骤直接写入
- 不要用 project-reading-log 替代 lightweight JSONL它们是不同粒度的记录

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# deep-analyze-paper
> [!warning] Safety Rules
> - **禁止主动加 `--force`** — 只有用户明确要求重读时才能用
> - **禁止猜测 `--figures N`** — N 必须来自 Step 1 prepare 输出的实际数字
> - **禁止重复跑 `prepare`** — prepare 只跑一次。跑了两次以上 → 检查 note 结构是否被破坏
> - 不要在 Pass 1 完成前碰 Pass 2/3
> - 不要把推断写成文献事实——区分"作者说了 X"和"我推断 Y"
> - 不要跨 figure 写综合判断Pass 2 逐图Pass 3 才做综合)
> - validate 失败超过 3 轮 → 执行自查清单,不要盲目重试
Keshav 三阶段精读。在 formal note 中写入结构化的 `## 精读` 区域。
---
## Pre-flight Checklist
- [ ] SKILL.md Section 1a Pre-flight 全部通过
- [ ] `$VAULT`、`$PYTHON` 已从 bootstrap 获取
- [ ] 已确定唯一 paperzotero_key
- [ ] OCR status 为 `done`(否则无法精读)
- [ ] intent 已确定为 `deep_analyze_paper`
---
### Step 0: paper-context必须
```bash
$PYTHON -m paperforge --vault "$VAULT" paper-context <zotero_key> --json
```
检查返回 JSON
- `ok: false` → 报告 `error.message`,停止
- `data.paper.ocr_status != "done"` → "OCR 未完成,请先运行 paperforge ocr",停止
- `data.paper.analyze != true` → "analyze 未开启,请在 formal note frontmatter 中设为 true",停止
**检查 prior_notes**
- 如果存在 `data.prior_notes`,逐条看 `verified` 字段
- `verified: false` 的条目记入 recheck_targets精读时必须回原文复核这些位置
- `verified: true` 的条目可以信任,但标注"之前已验证"
**记录关键路径:**
- `data.paper.note_path`formal note 路径)
- `data.paper.fulltext_path`fulltext 路径)
- 记下 `recheck_targets` 列表
---
## 执行流程
### Step 1: Prepare跑脚本
```bash
$PYTHON "$SKILL_DIR/scripts/pf_deep.py" prepare --key <zotero_key> --vault "$VAULT"
```
> [!warning] `--force` 禁止在精读过程中使用。`--force` 会清除已有精读内容重新生成骨架,仅在用户明确要求重读时才能用。任何时候都不要主动加 `--force`
解析返回 JSON
- `status: "ok"` → **记下 `figures`(数字)、`tables`(数字)、`figure_map`、`chart_type_map`、`formal_note`、`fulltext_md` 路径**
- `status: "warn"` + `deep_reading_status: done` → 告知用户"该文献已精读过",确认是否重读
- `status: "error"` → 报告 `message`,停止
**把 `figures` 数量记在当前上下文**——Step 4 要用。
读 formal note确认 `## 精读` 骨架已插入。
---
### Step 2: Pass 1 — 概览
只填 `### Pass 1: 概览`。不碰 Pass 2/3。
填写内容必须来自原文,不可推断:
- **一句话总览**:论文类型 + 核心发现,一句话
- **5 Cs 快速评估**
- CategoryRCT / 队列 / 综述 / 基础研究等)
- Context领域共识本文要解决什么
- Correctness初步直觉逻辑有否明显漏洞
- Contributions1-3 条)
- Clarity写作质量图表可读性
- **Figure 导读**(基于 fulltext 浏览各图 caption
- 关键主图:列出,一句话概括要证明什么
- 证据转折点:哪个 figure 是叙事关键转折
- 需要重点展开的 supplementary
- 关键表格
填完立即保存。
---
### Step 3: Pass 2 — 精读还原
`### Pass 2: 精读还原`。**按 figure 顺序逐个处理**。
每处理完一个 figure 立即保存。
#### 图表类型定位(两步)
**A: 读 chart-type-map**prepare 输出中包含该路径)。这是关键词命中建议。
**B: Agent 读 caption 做最终判断**
1. 读该 figure 的 caption来自 fulltext
2. 打开 `atoms/chart-reading/INDEX.md`,对照 caption 内容判断图表类型
3. chart-type-map 建议和 Agent 判断不一致时 → 以 Agent 判断为准
4. 无法确定类型 → 跳过 chart guide按通用结构分析
5. 确定类型 → 读对应 chart-reading 指南,按指南中的检查清单分析
#### 每张 Figure 的子标题(固定,不可跳过)
```
**图像定位与核心问题**:页码 + 要回答什么问题
**方法与结果**:实验设计 / 数据来源 / 技术手段;核心数据、趋势、对比
**图表质量审查**:按 chart-reading 指南检查坐标轴、单位、误差棒、统计标注
**作者解释**:作者在正文中对该图的解读
**我的理解**:自己的理解(必须与作者解释做明显区分)
**疑点/局限**:用 `> [!warning]` 突出
```
#### 每张 Table 的子标题(简化版)
```
回答什么问题、关键字段/分组、主要结果、我的理解、疑点/局限
```
#### 所有 figure/table 处理完后
**关键方法补课**简要解释不熟悉的实验技术1-2 项)
**主要发现与新意**
- 发现 1...来源Figure X
- 发现 2...来源Table Y
- 每条发现必须标注来源Figure 编号或正文段落)
---
### Step 4: Postprocess跑校验修正问题
**`N` = Step 1 prepare 输出中的 `figures` 值,不要自己猜。**
```bash
$PYTHON "$SKILL_DIR/scripts/pf_deep.py" postprocess-pass2 "<formal_note_path>" --figures <N>
```
- 输出 `OK` → 继续 Step 5
- 输出错误列表(含行号)→ 按提示修正,修正后重新跑
- 最多 3 轮修正。3 轮后仍失败 → 报告剩余错误给用户
---
### Step 5: Pass 3 — 深度理解
`### Pass 3: 深度理解`。基于 Pass 1/2 已写内容。
- **假设挑战与隐藏缺陷**:隐含假设;放宽假设后结论还成立吗;缺少的关键引用;实验/分析技术潜在问题
- **哪些结论扎实,哪些仍存疑**
- 较扎实:...
- 仍存疑:...(用 `> [!warning]`
- **Discussion 与 Conclusion 怎么读**:作者实际完成了什么;哪些有拔高;哪些是推测
- **对我的启发**研究设计、figure 组织、方法组合、未来工作
- **遗留问题**...(用 `> [!question]`
---
### Step 6: Final Validation
```bash
$PYTHON "$SKILL_DIR/scripts/pf_deep.py" validate-note "<formal_note_path>" --fulltext "<fulltext_path>"
```
- 输出 `OK` → 告知用户精读完成
- 输出错误 → 修正缺失项,直到通过
**如果 validate 反复失败(超过 3 轮)→ 先自查:**
1. 检查 note 结构:`## 🔍 精读` 骨架是否完整?是否被多次 `prepare` 破坏?
2. 检查 `Pass 2` 中每个 figure 的子标题是否完整6 个子标题全部存在?)
3. 检查 Pass 1 和 Pass 2 之间是否有内容错位
4. 检查 `--figures N` 是否和 paper 实际图片数一致(读 fulltext caption 核实)
5. 以上都确认无误还失败 → 报告全部错误给用户,不要继续重试
### Post-action: 保存/归档
如果用户要求保存精读成果到项目知识库,跳转至 `capture-project-knowledge.md`
---
## Callout 格式规则
- `> [!important]` — 每个 main finding
- `> [!warning]` — 疑问、局限、证据边界、仍存疑条目
- `> [!question]` — 遗留问题
- **相邻 callout 之间必须有空行**(否则 Obsidian 合并):
- 正确:`> [!important] A\n\n> [!important] B`
- 错误:`> [!important] A\n> [!important] B`

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# discover-papers
从文献库中发现和检索论文返回候选清单candidate list
---
## Pre-flight Checklist
进入此 molecule 前,确认以下检查已完成。每项完成后标记 `[x]`
- [ ] SKILL.md Section 1a Pre-flight 全部通过
- [ ] `$VAULT`、`$PYTHON`、`$LIT_DIR` 已从 bootstrap 获取
- [ ] `capabilities` 已读取(至少确认 `metadata_search` 可用)
- [ ] intent 已确定为 `discover_papers`
---
## 步骤
### Step 1: 解析用户搜索意图
提取以下信息(缺什么就问用户):
- **搜索词**:关键词、作者名、年份
- **范围**domain如"骨科")、不指定=全库
- **过滤条件**OCR 状态、年份范围(`--year-from`/`--year-to`、lifecycle
### Step 2: 多臂搜索策略
打开 `atoms/retrieval-routing.md` 参照 Ladder A。
**先检查 `retrieve` 是否可用:**
```bash
$PYTHON -m paperforge --vault "$VAULT" embed status --json
```
`data.db_exists``data.chunk_count`。仅当 `db_exists == true && chunk_count > 0``retrieve` 可用。
**根据用户意图选择搜索臂:**
| 用户说... | 执行臂 |
|--------------------------------------|-------------------------------------|
| 技术术语/方法/参数("bipolar pulses"、 "galvanotaxis" | 先用 **Arm 1**(全文语义)再 **Arm 2**(元数据补充) |
| 作者+年份、主题关键词 | **Arm 2**(元数据)为主,可选 Arm 1 |
| "collection X里有什么" / "库里有什么" | **Arm 3** collection 列举) |
| 宽泛主题 | **Arm 1** 先搜,**Arm 2** 补充 |
#### Arm 1 — 全文语义搜索(仅当 `retrieve` 可用)
```bash
$PYTHON -m paperforge --vault "$VAULT" retrieve "<query>" --json --limit 30
```
- 搜索 OCR 全文块的向量嵌入,能匹配正文 Methods/Results/Discussion 中的概念
- 返回 JSON`data.chunks[]` 包含 `paper_id`(即 `zotero_key`)、`section`、`page_number`、`chunk_text`
- 从 chunks 中提取唯一 paper_id 列表作为候选论文集合
- 如果 `ok: false` → 跳过此臂
#### Arm 2 — 元数据 FTS 搜索(始终可用)
```bash
$PYTHON -m paperforge --vault "$VAULT" search "<query>" --json --limit 30 \
[--domain "<domain>"] \
[--year-from <N>] [--year-to <N>] \
[--ocr <done|pending|failed|processing>] \
[--lifecycle <indexed|pdf_ready|fulltext_ready|deep_read_done>]
```
- FTS5 搜索标题、摘要、作者、期刊、domain、collection 路径
- 返回 JSON`data.matches[]` 包含 `zotero_key`、`title`、`year`、`first_author` 等
#### Arm 3 — Collection/Domain 列举(完整列表,不截断)
```bash
$PYTHON -m paperforge --vault "$VAULT" context --collection "<collection_path>" --json
$PYTHON -m paperforge --vault "$VAULT" context --domain "<domain>" --json
```
- 返回 collection 或 domain 下**所有**论文(无 limit 截断)
- `context --collection` 按 collection 路径前缀匹配
- `context --domain` 按 domain 字段精确匹配
- 如果列表超过 50 篇,按年份/作者分组摘要后问用户是否缩小范围
#### 结果去重
- 合并所有臂的结果
- 按 `zotero_key` 去重(保留首次出现)
- 如果同时用了 Arm 1+2优先保留 Arm 1 的结果(包含全文命中信号)
- 去重后进入 Step 3 富化
#### 大规模结果集处理
- 如果任何一臂返回超过 20 篇,告知用户总数
- 主动提供选项:加 limit、按年份/domain/作者缩小、只展示前 N 篇
- 不要跳过或隐瞒大量结果的存在
#### 当 `retrieve` 不可用时的降级
如果 `embed status` 显示无向量索引:
> 语义全文搜索不可用(向量索引未构建)。已降级到元数据搜索。运行 `paperforge embed build` 后可开启正文发现。
然后只运行 Arm 2或 Arm 3 如果是 collection/domain 查询)。
### Step 3: Top-hit 富化(`paperforge paper-context`
对候选列表中的 **前 10 篇**(如果超过 10 篇,只富化前 10`paper-context` 获取详细状态:
```bash
$PYTHON -m paperforge --vault "$VAULT" paper-context <zotero_key> --json
```
目的:拿到 `ocr_status`、`prior_notes` 数量、`analyze` 状态,帮助用户判断哪些可以直接读。
如果列表超过 10 篇,在展示时告知用户总数和只富化了前 N 篇。
### Step 4: 展示候选清单
格式(每条一行):
```
找到 N 篇匹配 "<query>"(来自 [全文语义/元数据/collection列举]
[1] ABC12345 | Smith 2024 | 论文标题 | 骨科 | OCR: done | 精读: pending | 阅读笔记: 3
[2] DEF67890 | Jones 2023 | 论文标题 | 骨科 | OCR: done | 精读: done | 阅读笔记: 0
[3] GHI11111 | Wang 2022 | 论文标题 | 骨科 | OCR: pending | | 阅读笔记: 0
(共 N 篇,仅展示前 M 篇。如需查看更多,请说"更多"或指定年份/关键词缩小范围)
```
关键字段:`zotero_key`、`first_author`、`year`、`title`、`domain`、`ocr_status`、`deep_reading_status`
**来源标注**:如果使用了多臂搜索,在顶部标注命中来自哪个搜索臂(`全文语义` / `元数据` / `collection列举`)。
### Step 5: 等用户选择后续操作
展示候选后不要自己决定下一步。等用户说:
- "读一下 [1]" → 路由到 `read-known-paper.md`
- "精读 [2]" → 路由到 `deep-analyze-paper.md`
- "换个关键词" / "refine" → 回到 Step 1
- "不找了" → 结束
---
## 过渡路由
| 用户动作 | 路由目标 |
|---------|---------|
| 用户选了一篇论文 | `read-known-paper.md` |
| 用户想重新搜索、缩小范围 | 返回 Step 1refine |
| 用户想精读deep read | `deep-analyze-paper.md` |
---
## 禁止
- 不要在搜索结果中替用户决定读哪篇
- 不要在搜索阶段读全文
- 不要对 0 结果硬猜路径

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# find-supporting-evidence
为特定论点或问题查找文献中的证据支持。
---
## Pre-flight Checklist
进入此 molecule 前,确认以下检查已完成:
- [ ] SKILL.md Section 1a Pre-flight 全部通过
- [ ] `$VAULT`、`$PYTHON`、`$LIT_DIR` 已从 bootstrap 获取
- [ ] `capabilities` 已读取(关键:`rg`、`semantic_enabled`、`semantic_ready`
- [ ] `atoms/retrieval-routing.md` 已就绪(提供检索梯级选择)
- [ ] intent 已确定为 `find_supporting_evidence`
---
## 步骤
### Step 1: 解析用户证据需求
提取以下信息(缺什么就问用户):
- **论点/问题**:用户需要支持的具体主张或疑问
- **范围限制**:是否限定特定 domain、作者、年份
- **证据类型**:统计结果、方法引用、临床发现、机制解释等
### Step 2: 检索梯级选择(`atoms/retrieval-routing.md`
**先检查 `retrieve` 是否可用:**
```bash
$PYTHON -m paperforge --vault "$VAULT" embed status --json
```
仅当 `data.db_exists == true && data.chunk_count > 0``retrieve` 可用。
根据运行时状态,从以下路径中选择:
1. **Ladder B1**(首选,当 `retrieve` 可用)-- 语义全文快速定位
- 直接调 `paperforge retrieve <query> --json --limit 30` 获取语义匹配的全文块
- `retrieve` 返回的 chunks 已包含 `section`、`page_number`、`chunk_text`、`paper_id`
- 按论文分组组织结果 → 直接进入 Step 3 展示
- 如需精确定位验证,再用 `rg` / `grep` 在论文全文中确认
2. **Ladder B2**(备选,无 `retrieve` 但有 `rg`-- 元数据→全文 grep
- 先用 `paperforge search` 生成元数据候选集
- 用 `runtime-health``paper-context` 筛选有 OCR/全文的论文
- 在解析后的全文中运行 `rg` 定位匹配片段
3. **Ladder C**(回退)-- 无 `rg` 时用 `grep`/`findstr`
- 同上流程但用系统搜索工具代替 rg
4. **Ladder D**(补充)-- 当 Ladder B1 命中太少时,用 `search` 做元数据补充
- 取 `retrieve` 结果 + `search` 结果的并集
- 去重后展示更完整的证据列表
5. **元数据降级** -- 当没有任何论文有 OCR/全文时,只出候选论文列表,不做片段验证
### Step 3: 展示分组证据命中grouped evidence hits with snippets
格式:
```
找到 N 条与 "<论点>" 相关的证据:
=== Smith 2024 (zotero_key: ABC12345) ===
[1] 第 5 页 · 方法部分
匹配片段:"...we used a randomized controlled trial..."
上下文:在讨论实验设计时作者描述了...
=== Jones 2023 (zotero_key: DEF67890) ===
[2] 第 12 页 · 讨论部分
匹配片段:"...our findings align with previous meta-analyses..."
上下文:作者比较本研究与已有综述的一致性...
(共 N 条,来自 M 篇论文)
```
每项包含:
- 论文标识(`zotero_key`、标题)
- 章节或页码引用
- 匹配片段
- 简短上下文
### Step 4: 等用户选择后续操作
- "看 [1] 的详情" → 路由到 `read-known-paper.md`
- "保存 [1]" / "记录这条证据" → 路由到 `capture-project-knowledge.md`
- "换个关键词" → 回到 Step 1
- "够了" → 结束
---
## 过渡路由
| 用户动作 | 路由目标 |
|---------|---------|
| 用户想查看论文详情 | `read-known-paper.md` |
| 用户想保存证据到项目知识 | `capture-project-knowledge.md` |
| 用户想重新搜索 | 回到 Step 1 |
---
## 元数据降级
`runtime-health` 显示没有任何论文有 OCR 或全文可用时:
> 精确证据验证受限 -- 降级到元数据级支持
仅输出候选论文列表(不含片段验证),告知用户当前无法做全文级证据检索。
---
## 禁止
- 不要在没有 OCR/全文的情况下虚构引用位置或片段
- 不要在没有 `rg`/`grep` 验证的情况下把语义检索结果当最终证据
- 不要在用户未要求时自动保存证据

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# read-known-paper
> [!warning] Safety Rules
> - 不要捏造论文未提及的内容
> - 不要把推断写成论文事实——严格区分"文献说了什么"和"我推断什么"
> - 引用原文时标注来源页码/章节
> - 论文未提及的内容明确说明"论文中未提及"
交互式文献问答。不强制要求 OCR但 OCR 完成后回答更准确。
---
## Pre-flight Checklist
进入此 molecule 前,确认以下检查已完成:
- [ ] SKILL.md Section 1a Pre-flight 全部通过
- [ ] `$VAULT`、`$PYTHON` 已从 bootstrap 获取
- [ ] 已确定唯一 paperzotero_key / DOI / 标题)
- [ ] intent 已确定为 `read_known_paper`
---
## 步骤
### Step 1: 定位论文
用户可能给 zotero_key、DOI、标题片段、作者+年份。按以下方式查找:
**如果用户给的是 zotero_key**
```bash
$PYTHON -m paperforge --vault "$VAULT" paper-context <zotero_key> --json
```
返回 JSON 包含 paper 元数据、OCR 状态、prior_notes 等。
**如果用户给的是 DOI、标题片段、作者+年份,先解析成候选:**
```bash
$PYTHON -m paperforge --vault "$VAULT" paper-status "<query>" --json
```
如果 `paper-status` 直接唯一命中,取返回的 `zotero_key` 再调 `paper-context`
**paper-status 无法唯一定位时的备选:**
```bash
$PYTHON -m paperforge --vault "$VAULT" search "<query>" --json --limit 5
```
如果多候选,列出让用户选;用户选定后,再用选中的 `zotero_key``paper-context`
如果无结果,告知用户并停止。
### Step 2: 加载文献内容
1. 从 paper-context 或 formal note frontmatter 获取标题、作者、期刊、年份、domain
2. 读 `fulltext.md`(如果 OCR done作为主要回答依据
3. 如果 fulltext 不存在:"OCR 文本不可用,回答将基于元数据和公开信息"
### Step 3: 展示论文信息 + 进入 Q&A
```
已加载: <title> (<year>, <journal>)
作者: <authors> | Key: <zotero_key> | 领域: <domain>
OCR: done / 不可用
结束对话时说"保存"即可保存讨论。
请问有什么问题?
```
### Step 4: Q&A 循环
- 等待用户提问
- 每次回答后等待下一个问题
- 持续到用户说"保存"、"结束"、"完成"
**回答原则:**
- 严格基于 fulltext.md 中的文本内容
- 引用原文时标注来源页码/章节
- 论文未提及的内容明确说明"论文中未提及"
- 区分"文献说了什么"和"我推断什么"
### Step 5: 保存讨论
用户说"保存"、"结束"、"完成"时执行。
**收集 Q&A 对**,序列化为 JSON 数组:
```json
[
{
"question": "用户的问题",
"answer": "Agent 的回答",
"source": "user_question",
"timestamp": "2026-05-14T12:00:00+08:00"
}
]
```
`source`: `"user_question"`(用户提问)或 `"agent_analysis"`Agent 主动分析)。
**调 discussion 模块:**
```bash
$PYTHON -m paperforge.worker.discussion record <zotero_key> \
--vault "$VAULT" \
--agent pf-paper \
--model "<current_model>" \
--qa-pairs '<JSON_ARRAY>'
```
- 返回 `ok` → 告知用户已保存
- 返回 `error` → 重试一次,仍失败则告知用户
> [!important] 不要自动保存。仅用户明确要求时执行。
### Post-action: 保存/归档
如果用户要求保存讨论内容到项目知识库,跳转至 `capture-project-knowledge.md`

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"""PaperForge bootstrap — single entry point for agent to discover vault state.
No dependencies. Runs on ANY Python. Just reads paperforge.json + filesystem.
Usage:
python pf_bootstrap.py # auto-discover vault from CWD
python pf_bootstrap.py --vault <path>
Output (JSON to stdout):
{
"ok": true,
"vault_root": "D:\\...",
"paths": {
"literature_dir": "D:\\...\\Resources\\Literature",
"index_path": "D:\\...\\System\\PaperForge\\indexes\\formal-library.json",
"ocr_dir": "D:\\...\\System\\PaperForge\\ocr",
"exports_dir": "D:\\...\\System\\PaperForge\\exports"
},
"domains": ["domain1", "domain2"],
"index_summary": {"domain1": 120, "domain2": 80},
"python_candidate": "D:\\...\\python.exe",
"methodology_index": [
{"id": "parameter-window-audit", "description": "比较多个研究的参数和剂量反应"},
...
]
}
If anything fails: ok=false, error explains why.
"""
from __future__ import annotations
import json
import subprocess
import sys
from pathlib import Path
try:
import paperforge
SKILL_VERSION = paperforge.__version__
except Exception:
SKILL_VERSION = "unknown"
def _find_paperforge_json(start: Path) -> Path | None:
current = start.resolve()
for _ in range(10):
candidate = current / "paperforge.json"
if candidate.exists():
return candidate
parent = current.parent
if parent == current:
break
current = parent
return None
def _read_pf_config(pf_json: Path) -> dict:
with open(pf_json, encoding="utf-8") as f:
return json.load(f)
def _find_python_with_paperforge(vault: Path, pf_cfg: dict) -> tuple[str | None, bool]:
"""Find a Python executable. Returns (candidate, verified_has_paperforge)."""
candidates = []
# 1. Explicit python_path in config
if pf_cfg.get("python_path"):
candidates.append(Path(pf_cfg["python_path"]))
# 2. Common venv locations inside vault
venv_names = [".venv", ".paperforge-test-venv", "venv"]
exe_paths = ["Scripts/python.exe", "bin/python3"]
for vn in venv_names:
for ep in exe_paths:
p = vault / vn / ep
if p.exists():
candidates.append(p)
for candidate in candidates:
try:
result = subprocess.run(
[str(candidate), "-m", "paperforge", "--version"],
capture_output=True, text=True, timeout=10,
encoding="utf-8", errors="replace",
)
if result.returncode == 0 and "paperforge" in result.stdout.lower():
return (str(candidate), True)
except Exception:
continue
# Fallback: check system python/python3 only (no paperforge verification)
for fallback in ["python", "python3"]:
try:
result = subprocess.run(
[fallback, "--version"],
capture_output=True, text=True, timeout=10,
encoding="utf-8", errors="replace",
)
if result.returncode == 0:
return (fallback, False)
except Exception:
continue
return (None, False)
def _scan_methodology_archive(pf_root: Path) -> list[dict]:
"""Scan methodology archive directory for available method cards."""
archive_dir = pf_root / "methodology" / "archive"
if not archive_dir.exists():
return []
methods = []
for f in sorted(archive_dir.glob("*.md")):
try:
text = f.read_text(encoding="utf-8")
# Extract first heading as title, first paragraph after "Use when" as description
title = ""
description = ""
in_use_when = False
for line in text.split("\n"):
stripped = line.strip()
if stripped.startswith("# ") and not title:
title = stripped.lstrip("# ").strip()
elif stripped.startswith("## Use when"):
in_use_when = True
elif in_use_when and stripped and not stripped.startswith("#"):
description = stripped
in_use_when = False
methods.append({
"id": f.stem,
"title": title or f.stem,
"description": description or "(no description)",
})
except Exception:
continue
return methods
DEFAULTS = {
"system_dir": "System",
"resources_dir": "Resources",
"literature_dir": "Literature",
"control_dir": "LiteratureControl",
"base_dir": "Bases",
}
def resolve_cfg(raw: dict) -> dict:
"""Resolve config with vault_config nested support and legacy flat keys."""
cfg = DEFAULTS.copy()
nested = raw.get("vault_config", {})
if isinstance(nested, dict):
cfg.update({k: v for k, v in nested.items() if v})
cfg.update({k: raw[k] for k in DEFAULTS if raw.get(k)})
return cfg
def main() -> None:
import argparse
p = argparse.ArgumentParser(description="PaperForge bootstrap")
p.add_argument("--vault", default=None, help="Vault root path (auto-detect if omitted)")
args = p.parse_args()
result: dict = {"ok": False}
# --- 1. Find vault ---
if args.vault:
vault = Path(args.vault).resolve()
pf_json = vault / "paperforge.json"
if not pf_json.exists():
result["error"] = f"paperforge.json not found at {vault}"
json.dump(result, sys.stdout, ensure_ascii=False, indent=2)
sys.exit(0)
else:
pf_json = _find_paperforge_json(Path.cwd())
if pf_json is None:
result["error"] = "paperforge.json not found from CWD upward. Set --vault."
json.dump(result, sys.stdout, ensure_ascii=False, indent=2)
sys.exit(0)
vault = pf_json.parent
result["vault_root"] = str(vault)
# --- 2. Read config ---
try:
cfg = _read_pf_config(pf_json)
except Exception as e:
result["error"] = f"Cannot read paperforge.json: {e}"
json.dump(result, sys.stdout, ensure_ascii=False, indent=2)
sys.exit(0)
cfg = resolve_cfg(cfg)
system_dir = cfg.get("system_dir", "System")
resources_dir = cfg.get("resources_dir", "Resources")
literature_dir = cfg.get("literature_dir", "Literature")
# --- 3. Build paths from config ---
pf_root = vault / system_dir / "PaperForge"
paths = {
"literature_dir": str(vault / resources_dir / literature_dir),
"index_path": str(pf_root / "indexes" / "formal-library.json"),
"ocr_dir": str(pf_root / "ocr"),
"exports_dir": str(pf_root / "exports"),
}
result["paths"] = paths
# --- 4. List domains ---
lit_dir = Path(paths["literature_dir"])
domains = sorted(
[d.name for d in lit_dir.iterdir() if d.is_dir()]
) if lit_dir.exists() else []
result["domains"] = domains
# --- 5. Index summary ---
index_path = Path(paths["index_path"])
index_summary: dict[str, int] = {}
if index_path.exists():
try:
data = json.loads(index_path.read_text(encoding="utf-8"))
items = data.get("items", [])
if isinstance(items, dict):
items = items.values()
for item in items:
d = item.get("domain", "unknown")
index_summary[d] = index_summary.get(d, 0) + 1
except Exception:
pass
result["index_summary"] = index_summary
# --- 6. Find Python that has paperforge (best effort) ---
py_candidate, py_verified = _find_python_with_paperforge(vault, cfg)
if py_candidate:
result["python_candidate"] = py_candidate
result["python_verified"] = py_verified
else:
result["python_candidate"] = "python"
result["python_verified"] = False
# --- 7. Memory layer state ---
memory_layer = {"available": False, "paper_count": 0, "fts_search": False, "vector_search": False}
idx_path = Path(paths["index_path"])
dc_json = vault / ".obsidian" / "plugins" / "paperforge" / "data.json"
if idx_path.exists():
try:
with open(idx_path, encoding="utf-8") as f:
data = json.load(f)
items = data.get("items", []) if isinstance(data, dict) else data
memory_layer["paper_count"] = len(items)
memory_layer["available"] = True
memory_layer["fts_search"] = True
except:
pass
plugin_data = None
if dc_json.exists():
try:
with open(dc_json, encoding="utf-8") as f:
plugin_data = json.load(f)
vector_enabled = plugin_data.get("features", {}).get("vector_db", False)
memory_layer["vector_search"] = vector_enabled
except:
pass
result["memory_layer"] = memory_layer
# --- 8. Scan methodology archive ---
result["methodology_index"] = _scan_methodology_archive(pf_root)
# --- 9. Capability probes ---
rg_available = False
try:
rg_result = subprocess.run(
["rg", "--version"],
capture_output=True, text=True, timeout=10,
encoding="utf-8", errors="replace",
)
rg_available = rg_result.returncode == 0
except Exception:
pass
semantic_enabled = plugin_data.get("features", {}).get("vector_db", False) if plugin_data else False
result["capabilities"] = {
"rg": rg_available,
"metadata_search": True,
"paper_context": True,
# Duplicates memory_layer.vector_search by design — bootstrap provides
# convenience capabilities without the indirection. runtime-health is authoritative.
"semantic_enabled": semantic_enabled,
# Placeholder: same as semantic_enabled until a separate readiness probe
# (e.g. runtime-health ping) is implemented.
"semantic_ready": semantic_enabled,
}
result["ok"] = True
result["skill_version"] = SKILL_VERSION
json.dump(result, sys.stdout, ensure_ascii=False, indent=2)
if __name__ == "__main__":
main()

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# Project Engineering
When user asks about PaperForge codebase issues (branch, code review, feature,
dashboard, memory layer, user feedback, errors, installation, Git, Zotero,
BetterBibTeX, OCR, plugin):
1. Read `AGENTS.md` and `README.md` for architecture context
2. Use `git log --oneline` and `git diff` to understand recent changes
3. Search codebase with grep/glob as needed
4. Run diagnostics: `python -m paperforge doctor` (if applicable)
5. Present findings and recommend fixes
Do NOT modify code without user confirmation.
## Review Dimensions
When auditing branches, code, or user-reported issues, check:
1. **Source of truth clarity:** Is data stored in one canonical location?
2. **Derived index rebuildability:** Can SQLite be rebuilt from JSONL?
3. **Agent routing stability:** Will the skill router pick the right workflow?
4. **Obsidian file integrity:** Are .md files still readable with valid frontmatter?
5. **User flow length:** Has the number of manual steps decreased?
6. **Cross-platform safety:** Paths use `/`, Python detection works on Win/Mac/Linux, Git is accessible.
7. **Data loss risk:** Does any operation silently drop records?
8. **Deprecation hygiene:** Are old functions properly wrapped or removed?

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# PaperForge PDF Annotation Layer PDF.js Internal Route Implementation Plan
> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Replace the current DOM-only PDF annotation overlay with a PDF.js-internal, viewport-aligned overlay implementation that renders imported Zotero annotations visibly and correctly inside Obsidian's native PDF viewer.
**Architecture:** Keep the proven Python import/cache pipeline unchanged. Rewrite the plugin-side overlay path so that it discovers PDF.js page internals, mounts one overlay per `pageView.div`, aligns each layer with `window.pdfjsLib.setLayerDimensions(...)`, and repaints through page render events instead of generic DOM mutation retries.
**Tech Stack:** Python 3.10+, SQLite cache, Obsidian plugin CommonJS (`main.js`), PDF.js runtime internals, optional `monkey-around`, Vitest, pytest
---
## File Map
### Python Files
- Modify: `paperforge/annotation/cache.py` — keep cache contract stable; preserve optional page size metadata but do not expand scope further unless strictly needed for plugin fallback
### Plugin Runtime Files
- Modify: `paperforge/plugin/main.js` — replace DOM-only overlay flow with PDF.js internal route
- Modify: `paperforge/plugin/src/testable.js` — add pure helpers for viewport math and internal guard logic
- Modify: `paperforge/plugin/styles.css` — simplify overlay visuals after alignment is fixed; keep only necessary visible-state styles
### Tests
- Modify: `paperforge/plugin/tests/runtime.test.mjs` — internal guard logic, viewport percentage helpers, page grouping helpers
- Modify: `paperforge/plugin/tests/commands.test.mjs` — only if annotation command bridge arguments change
- Modify: `paperforge/plugin/tests/errors.test.mjs` — soft-disable behavior when PDF internals unavailable
### Reference Inputs
- Read: `docs/superpowers/specs/2026-05-20-pdf-annotation-layer-pdfjs-internal-design.md`
- Read: `patch-plan/plugin-overlay-adapter.md`
- Read: `reports/04-obsidian-pdf-overlay-feasibility.md`
---
## Task 1: Freeze and Test the Current Data Contract
**Files:**
- Modify: `paperforge/plugin/tests/runtime.test.mjs`
- Reference: `paperforge/annotation/cache.py`
- [ ] **Step 1: Write failing tests for the plugin-side annotation cache assumptions**
Cover:
- annotation objects use full field names (`type`, `position`, `page_index`, `zotero_attachment_key`)
- viewport renderer can consume imported Zotero-style `position.rects`
- cache grouping by `page_index` stays zero-based
- [ ] **Step 2: Run the focused plugin runtime tests to verify failure**
Run: `cd paperforge/plugin && npx vitest run tests/runtime.test.mjs`
Expected: FAIL for the new assertions.
- [ ] **Step 3: Implement the minimal testable helpers needed by the new renderer**
Add pure helpers in `src/testable.js` for:
- `getAnnotationPosition(ann)`
- `getAnnotationRectsFromPosition(position)`
- `normalizePdfRectToViewportPercent(rect, viewBox)`
- `groupAnnotationsByPageIndex(annotations)`
- [ ] **Step 4: Re-run the focused plugin runtime tests**
Run: `cd paperforge/plugin && npx vitest run tests/runtime.test.mjs`
Expected: PASS.
- [ ] **Step 5: Commit**
```bash
git add paperforge/plugin/src/testable.js paperforge/plugin/tests/runtime.test.mjs
git commit -m "test: lock annotation cache and viewport helper contracts"
```
---
## Task 2: Add Internal PDF.js Discovery Guards
**Files:**
- Modify: `paperforge/plugin/main.js`
- Modify: `paperforge/plugin/src/testable.js`
- Modify: `paperforge/plugin/tests/errors.test.mjs`
- [ ] **Step 1: Write failing tests for internal availability checks**
Cover:
- `window.pdfjsLib.setLayerDimensions` detection
- internal PDF view shape guard
- graceful disablement when page internals are missing
- [ ] **Step 2: Run the focused error/runtime tests to verify failure**
Run: `cd paperforge/plugin && npx vitest run tests/errors.test.mjs tests/runtime.test.mjs`
Expected: FAIL for the new internal guard assertions.
- [ ] **Step 3: Implement minimal runtime guards**
Add helpers for:
- `hasPdfJsLayerAlignment(windowObj)`
- `resolvePdfInternalHandle(view)`
- `canRenderPdfInternalOverlay(handle)`
In `main.js`, emit one concise disablement log instead of continuing with broken rendering.
- [ ] **Step 4: Re-run the focused tests**
Run: `cd paperforge/plugin && npx vitest run tests/errors.test.mjs tests/runtime.test.mjs`
Expected: PASS.
- [ ] **Step 5: Commit**
```bash
git add paperforge/plugin/main.js paperforge/plugin/src/testable.js paperforge/plugin/tests/errors.test.mjs paperforge/plugin/tests/runtime.test.mjs
git commit -m "feat: add PDF.js internal overlay guards"
```
---
## Task 3: Replace MutationObserver Rendering with PDF Viewer Event Hooks
**Files:**
- Modify: `paperforge/plugin/main.js`
- Modify: `paperforge/plugin/tests/runtime.test.mjs`
- [ ] **Step 1: Write failing tests for page-render event wiring decisions**
Cover:
- first file load fetches annotations once
- page repaint requests are page-scoped
- generic subtree mutation is no longer the primary repaint driver
- [ ] **Step 2: Run the focused runtime tests to verify failure**
Run: `cd paperforge/plugin && npx vitest run tests/runtime.test.mjs`
Expected: FAIL for the new page event wiring assertions.
- [ ] **Step 3: Implement minimal event-driven lifecycle**
In `main.js`:
- patch the native PDF view load path to capture the internal viewer handle
- subscribe to whichever of these are available from the runtime shape:
- `pagerendered`
- `textlayerrendered`
- `annotationlayerrendered`
- `scalechanged`
- keep MutationObserver only as a narrowly scoped fallback if an event path is unavailable
- [ ] **Step 4: Re-run the focused runtime tests**
Run: `cd paperforge/plugin && npx vitest run tests/runtime.test.mjs`
Expected: PASS.
- [ ] **Step 5: Commit**
```bash
git add paperforge/plugin/main.js paperforge/plugin/tests/runtime.test.mjs
git commit -m "feat: drive overlay repaint from PDF viewer events"
```
---
## Task 4: Add PageView-Aligned Layer Management
**Files:**
- Modify: `paperforge/plugin/main.js`
- Modify: `paperforge/plugin/styles.css`
- Modify: `paperforge/plugin/tests/runtime.test.mjs`
- [ ] **Step 1: Write failing tests for page layer creation/alignment helpers**
Cover:
- one layer per page
- layer mounted on `pageView.div`
- `setLayerDimensions(layer, viewport)` called when available
- page clear only removes PaperForge-owned rects
- [ ] **Step 2: Run the focused runtime tests to verify failure**
Run: `cd paperforge/plugin && npx vitest run tests/runtime.test.mjs`
Expected: FAIL for the new layer-management assertions.
- [ ] **Step 3: Implement minimal layer manager behavior**
In `main.js` add logic equivalent to:
- `getOrCreateOverlayLayer(pageView)`
- `alignOverlayLayer(layer, pageView.viewport)`
- `clearOverlayPage(pageNumber)`
Simplify CSS so the layer behaves like a PDF++-style aligned layer instead of a guessed absolute box.
- [ ] **Step 4: Re-run the focused runtime tests**
Run: `cd paperforge/plugin && npx vitest run tests/runtime.test.mjs`
Expected: PASS.
- [ ] **Step 5: Commit**
```bash
git add paperforge/plugin/main.js paperforge/plugin/styles.css paperforge/plugin/tests/runtime.test.mjs
git commit -m "feat: align overlay layers to PDF.js page viewports"
```
---
## Task 5: Rewrite Rect Rendering to Use Viewport ViewBox
**Files:**
- Modify: `paperforge/plugin/main.js`
- Modify: `paperforge/plugin/src/testable.js`
- Modify: `paperforge/plugin/tests/runtime.test.mjs`
- [ ] **Step 1: Write failing tests for viewport-based rect normalization**
Cover:
- input rect format is `[left, bottom, right, top]`
- Y mirroring uses viewport/viewBox coordinates
- output percentages are derived from `viewBox`, not guessed page sizes
- [ ] **Step 2: Run the focused runtime tests to verify failure**
Run: `cd paperforge/plugin && npx vitest run tests/runtime.test.mjs`
Expected: FAIL for the new normalization assertions.
- [ ] **Step 3: Implement minimal viewport-based renderer**
In `main.js`:
- stop using hardcoded letter/A4 fallback as the primary mapping path
- normalize each rect against `pageView.viewport.viewBox`
- preserve readonly state, popover hooks, and local action metadata
In `src/testable.js`, expose the pure geometry transform for tests.
- [ ] **Step 4: Re-run the focused runtime tests**
Run: `cd paperforge/plugin && npx vitest run tests/runtime.test.mjs`
Expected: PASS.
- [ ] **Step 5: Commit**
```bash
git add paperforge/plugin/main.js paperforge/plugin/src/testable.js paperforge/plugin/tests/runtime.test.mjs
git commit -m "feat: render annotation rects from PDF.js viewport coordinates"
```
---
## Task 6: Reconnect Popovers and Local Actions on the New Layer
**Files:**
- Modify: `paperforge/plugin/main.js`
- Modify: `paperforge/plugin/styles.css`
- Modify: `paperforge/plugin/tests/errors.test.mjs`
- [ ] **Step 1: Write failing tests for local interaction behavior on aligned layers**
Cover:
- click target still opens popover
- readonly imported annotations stay readonly
- local annotations still expose delete/edit path
- [ ] **Step 2: Run the focused tests to verify failure**
Run: `cd paperforge/plugin && npx vitest run tests/errors.test.mjs tests/runtime.test.mjs`
Expected: FAIL for the new interaction assertions.
- [ ] **Step 3: Implement the minimal interaction reconnect**
Ensure the new viewport-aligned layer still attaches:
- click handlers
- hover handlers
- popover placement
- local delete/edit actions
- [ ] **Step 4: Re-run the focused tests**
Run: `cd paperforge/plugin && npx vitest run tests/errors.test.mjs tests/runtime.test.mjs`
Expected: PASS.
- [ ] **Step 5: Commit**
```bash
git add paperforge/plugin/main.js paperforge/plugin/styles.css paperforge/plugin/tests/errors.test.mjs paperforge/plugin/tests/runtime.test.mjs
git commit -m "feat: reconnect popovers and local actions on aligned overlay layers"
```
---
## Task 7: Preserve or Soft-Disable Selection-to-Create
**Files:**
- Modify: `paperforge/plugin/main.js`
- Modify: `paperforge/plugin/tests/runtime.test.mjs`
- [ ] **Step 1: Write failing tests for selection create behavior under the new lifecycle**
Cover one of two explicitly acceptable outcomes:
- selection-create still works after text layer readiness, or
- selection-create is soft-disabled behind a clear console/user message pending follow-up
- [ ] **Step 2: Run the focused runtime tests to verify failure**
Run: `cd paperforge/plugin && npx vitest run tests/runtime.test.mjs`
Expected: FAIL for the new selection-path assertions.
- [ ] **Step 3: Implement the minimal supported outcome**
Preferred:
- bind selection-create only after page text-layer readiness on the internal page route
Fallback if runtime shape prevents safe support in this phase:
- disable selection-create temporarily with a documented message and follow-up note in the spec/plan
- [ ] **Step 4: Re-run the focused runtime tests**
Run: `cd paperforge/plugin && npx vitest run tests/runtime.test.mjs`
Expected: PASS.
- [ ] **Step 5: Commit**
```bash
git add paperforge/plugin/main.js paperforge/plugin/tests/runtime.test.mjs
git commit -m "feat: stabilize selection create for internal PDF overlay route"
```
---
## Task 8: Clean Up Temporary Debug Instrumentation
**Files:**
- Modify: `paperforge/plugin/main.js`
- Modify: `paperforge/plugin/styles.css`
- Modify: `paperforge/plugin/tests/errors.test.mjs`
- [ ] **Step 1: Write failing tests for production logging expectations**
Cover:
- plugin keeps concise lifecycle logs only
- no `visual-probe`, `hitTest`, `pageBox`, `layerBox`, `rectBox` debug spam in the stable path
- [ ] **Step 2: Run the focused tests to verify failure**
Run: `cd paperforge/plugin && npx vitest run tests/errors.test.mjs tests/runtime.test.mjs`
Expected: FAIL because the temporary debugging code is still present.
- [ ] **Step 3: Remove or gate temporary diagnostics**
Keep only concise logs such as:
- overlay enabled/disabled
- annotation count fetched
- one clear internal-shape failure message when applicable
- [ ] **Step 4: Re-run the focused tests**
Run: `cd paperforge/plugin && npx vitest run tests/errors.test.mjs tests/runtime.test.mjs`
Expected: PASS.
- [ ] **Step 5: Commit**
```bash
git add paperforge/plugin/main.js paperforge/plugin/styles.css paperforge/plugin/tests/errors.test.mjs paperforge/plugin/tests/runtime.test.mjs
git commit -m "chore: remove temporary PDF overlay debug instrumentation"
```
---
## Task 9: Real-World Verification on a Zotero-Backed PDF
**Files:**
- Modify only if verification reveals real defects
- [ ] **Step 1: Run Python and plugin automated test slices**
Run:
```bash
python -m pytest tests/unit/ tests/cli/ -v --tb=short
cd paperforge/plugin && npx vitest run
```
Expected: PASS.
- [ ] **Step 2: Verify against the real Literature-hub vault PDF**
Use the existing real paper already exercised during debugging:
- vault PDF path under `System/Zotero/storage/5AWBHQ59/...pdf`
- expected paper id `9ILH6L6W`
Confirm:
- imported Zotero highlights are visible on the correct lines
- zoom preserves alignment
- scrolling to later annotated pages preserves alignment
- popover opens on click
- [ ] **Step 3: If verification fails, fix only the discovered root cause and re-run Step 1 and Step 2**
- [ ] **Step 4: Commit final verification-backed fixes**
```bash
git add paperforge/plugin/main.js paperforge/plugin/src/testable.js paperforge/plugin/styles.css paperforge/plugin/tests/runtime.test.mjs paperforge/plugin/tests/errors.test.mjs paperforge/annotation/cache.py
git commit -m "fix: finalize PDF.js internal annotation overlay route"
```
---
## Completion Criteria
Do not consider this plan complete until all of the following are true:
- the plugin no longer relies on generic page DOM geometry as its primary placement method
- layer alignment uses PDF.js viewer internals or a clearly documented fallback path
- a real imported Zotero annotation is visibly aligned on the target PDF inside Obsidian
- broad debug instrumentation has been removed from the normal path
- automated test slices pass

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# PaperForge PDF Annotation Layer: PDF.js Internal Route Design
**Date:** 2026-05-20
**Status:** Proposed
**Audience:** Maintainers, contributors, agentic implementers
---
## 1. Summary
PaperForge should replace its current DOM-only PDF overlay experiment with a PDF.js-internal overlay architecture modeled on PDF++.
The critical design change is:
1. Stop treating Obsidian's native PDF viewer as a generic DOM tree.
2. Patch the viewer lifecycle to obtain PDF.js page objects (`pageView`, `viewport`).
3. Mount annotation layers on `pageView.div`.
4. Align each layer with `window.pdfjsLib.setLayerDimensions(layer, pageView.viewport)`.
5. Render annotation rects in the same viewport coordinate space used by PDF.js.
This design keeps the existing Python-side import/cache model, but replaces the plugin-side rendering path.
---
## 2. Why A New Design Is Needed
The first overlay implementation proved that PaperForge can:
- import real Zotero annotations from `zotero.sqlite`
- normalize them correctly into `annotations.db`
- expose them to the plugin through `annotation-cache.json`
- compute real screen-space rect DOM nodes
However, real-world debugging against a live paper showed that the current rendering strategy is still wrong.
### 2.1 Proven Facts From Debugging
For the real Zotero annotation `LJ8FR3BS`:
- Zotero SQLite, `annotations.db`, and `annotation-cache.json` all agree on:
- `parent_key = 5AWBHQ59`
- `type = highlight`
- `color = #aaaaaa`
- `pageIndex = 0`
- `rects = [[61.137, 323.189, 291.762, 331.788], ...]`
- The plugin creates real overlay rect DOM nodes.
- The overlay rect has a valid `getBoundingClientRect()`.
- `document.elementFromPoint()` at the rect center returns the overlay node itself (`SELF`).
So the failure is not:
- SQLite parsing
- import normalization
- JSON cache shape
- missing DOM nodes
- trivial `z-index` loss
### 2.2 Actual Failure Mode
The failure is architectural:
- the plugin currently renders into a generic absolute-positioned layer inferred from `.page`, `canvas`, and related DOM boxes
- PDF++ does not do that
- PDF++ renders through PDF.js page internals and explicitly aligns the layer with `setLayerDimensions(..., viewport)`
The DOM-only route is therefore considered disproven for PaperForge.
---
## 3. Product Decision
### Chosen Plugin-Side Route
- **Keep:** Python import pipeline, `annotations.db`, CLI/cache bridge
- **Replace:** DOM-only overlay placement logic
- **Adopt:** PDF.js internal page/viewport aligned rendering
### Why
This is the smallest change that addresses the proven root cause without reopening the Python architecture.
---
## 4. Goals
### 4.1 Primary Goals
1. Render imported Zotero annotations visibly and reliably inside Obsidian's native PDF viewer.
2. Use the same page viewport coordinate system as PDF.js.
3. Re-render overlays from PDF viewer lifecycle events instead of generic DOM mutation heuristics.
4. Preserve existing local annotation create/edit/delete capabilities where possible.
### 4.2 Secondary Goals
1. Remove noisy debug-only rendering paths from the plugin.
2. Reduce overlay re-render churn during scroll/zoom.
3. Keep the current `annotation-cache.json` read path intact.
### 4.3 Non-Goals
1. No rewrite of the Python annotation import layer.
2. No custom embedded PDF reader.
3. No Zotero write-back in this phase.
4. No attempt to support every Obsidian version; private PDF internals remain a managed compatibility risk.
---
## 5. Design Principles
1. **Python data path stays stable.** The rendering rewrite should not disturb the proven SQLite import/cache pipeline.
2. **Render in PDF.js coordinate space, not guessed DOM space.**
3. **Use native viewer lifecycle events, not broad MutationObserver retries.**
4. **Patch the smallest internal surface that exposes `pageView` and `viewport`.**
5. **Fail soft.** If PDF internals are unavailable, the plugin should disable overlays for that session rather than degrade the whole viewer.
---
## 6. Research Basis
### 6.1 PDF++ Reference Pattern
PDF++ creates its layer like this conceptually:
```ts
const pageDiv = pageView.div;
let layer = pageDiv.querySelector('div.pdf-plus-backlink-highlight-layer');
if (!layer) {
layer = pageDiv.createDiv('pdf-plus-backlink-highlight-layer');
window.pdfjsLib.setLayerDimensions(layer, pageView.viewport);
}
```
It also renders rectangles using the viewport's `viewBox`, not guessed page DOM dimensions.
### 6.2 Current PaperForge Gap
PaperForge currently:
- appends `.pf-annotation-overlay` directly to `.page`
- infers layer geometry from visible DOM boxes
- derives coordinates from cached page sizes and percentages
- uses MutationObserver as a coarse refresh trigger
This is close enough to create DOM nodes, but not close enough to guarantee native viewer alignment.
---
## 7. Proposed Architecture
## 7.1 System Overview
```text
annotation-cache.json
Obsidian plugin file→paper resolution
PDF view internal patch
PDF.js pageView / viewport discovery
viewport-aligned overlay layer
annotation rect rendering + local actions
```
## 7.2 Internal Patch Boundary
The plugin should patch the native PDF viewer only far enough to gain access to:
- current PDF file path
- `pdfViewer`
- `pdfViewer.getPageView(pageNumberIndex)`
- PDF.js event bus events such as:
- `pagerendered`
- `textlayerrendered`
- `annotationlayerrendered`
- `scalechanged`
## 7.3 Layer Alignment
For each annotated page:
1. Get `pageView`.
2. Get or create `.pf-annotation-overlay` on `pageView.div`.
3. Call `window.pdfjsLib.setLayerDimensions(layer, pageView.viewport)`.
4. Render rects as percentages of `pageView.viewport.viewBox`.
## 7.4 Coordinate Mapping
Input rects remain Zotero/PDF coordinates:
```text
[left, bottom, right, top]
```
Rendering should:
1. mirror Y into viewport display space
2. normalize against `viewport.viewBox`
3. set CSS percentages relative to the aligned overlay layer
This removes the need to guess page dimensions from:
- canvas pixels
- DOM boxes
- hardcoded letter/A4 fallbacks
## 7.5 Event-Driven Refresh
Replace broad mutation-driven rerenders with page/viewer events:
- initial file load → fetch annotations once
- `pagerendered` / `textlayerrendered` → ensure page layer exists, repaint that page only
- `scalechanged` → clear/rebuild visible layers
- annotation create/delete/update → invalidate local page cache and repaint affected page only
---
## 8. Data Contracts
## 8.1 Cache Contract
The existing `annotation-cache.json` contract remains valid.
Required fields per annotation:
- `id`
- `paper_id`
- `zotero_key`
- `zotero_attachment_key`
- `type`
- `page_index`
- `selected_text`
- `comment`
- `color`
- `sort_index`
- `position.rects`
- `is_readonly`
`page_width/page_height` may remain in the cache as optional debug metadata, but the plugin should no longer depend on them for final placement when `viewport` is available.
## 8.2 Plugin Runtime State
The plugin should maintain:
- current `pdfPath`
- current `paperId`
- current annotations grouped by `page_index`
- per-page overlay layer references
- per-page rendered annotation ids for cheap repaint decisions
---
## 9. Module/File Strategy
Respect current repo reality:
- `paperforge/plugin/main.js` remains the runtime entry point
- `paperforge/plugin/src/testable.js` remains the home for pure helpers
Recommended logical slices inside `main.js`:
1. PDF internal discovery helpers
2. overlay layer manager
3. viewport-based rect renderer
4. event registration / teardown
5. selection-to-create and popover actions
No forced multi-file runtime split is required for this phase.
---
## 10. Risks
### Risk 1: Obsidian PDF internals differ across versions
Mitigation:
- add version/shape guards around internal access
- log a single concise disablement message
- avoid crashing plugin startup
### Risk 2: Cannot reliably obtain `pageView` from current patch point
Mitigation:
- probe multiple internal access paths already documented by PDF++ research
- patch at file-load and render-event boundaries
- fall back to disabling overlays rather than continuing with DOM-only placement
### Risk 3: Selection-create path depends on text layer timing
Mitigation:
- register selection handlers only after page text layer render readiness
- keep current create command bridge unchanged until overlay rendering is stable
---
## 11. Acceptance Criteria
The phase is complete when all of the following are true on a real Zotero-backed PDF in Obsidian:
1. Imported annotations appear visibly on the correct page and over the correct text region.
2. Overlays remain aligned after zoom changes.
3. Overlays remain aligned after scrolling to newly rendered pages.
4. Console no longer depends on broad debug spam to understand rendering state.
5. The plugin no longer depends on guessed letter/A4 sizing for primary placement.
6. Existing local create/delete behavior still works, or is explicitly soft-disabled with a documented reason.
---
## 12. Rollout Note
This design supersedes only the plugin-side rendering path of the earlier 2026-05-20 annotation-layer design. The Python-side architecture, database boundary, and cache contract remain in force.

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# Obsidian PDF Overlay Prototype
> Placeholder for overlay prototype code.
>
> After Phase 2 implementation, this directory will contain:
> - `patch-pdf-viewer.ts` — monkey-around patches for PDFViewerChild
> - `overlay-layer.ts` — overlay DOM management
> - `rect-renderer.ts` — rectangle rendering with coordinates
> - `selection-handler.ts` — text selection detection
> - `popover.ts` — annotation edit popover
> - `annotation-fetcher.ts` — execFile Python bridge
> - `types.ts` — shared interfaces
## Reference
PDF++ source: https://github.com/RyotaUshio/obsidian-pdf-plus
Core techniques:
- `around()` from `monkey-around` library for prototype patching
- `window.pdfjsLib.setLayerDimensions()` for coordinate alignment
- Percentage-based CSS positioning for zoom-independence
- EventBus: `textlayerrendered`, `pagerendered`, `scalechanged`

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{
"ok": true,
"probe": {
"zotero_db": "/Users/researcher/Zotero/zotero.sqlite",
"tables_found": [
"itemAnnotations",
"itemAttachments",
"itemCreators",
"itemData",
"itemDataValues",
"itemNotes",
"itemRelations",
"itemTags",
"itemTypeCreatorTypes",
"itemTypeFields",
"itemTypeFieldsCombined",
"itemTypes",
"items",
"tags",
"creators",
"collections",
"collectionItems",
"deletedItems",
"fulltextWords",
"groupItems",
"groups",
"libraries",
"relations",
"settings",
"syncCache",
"syncDeleteLog",
"syncQueue",
"version"
],
"annotation_count": 3,
"schema_version_detected": "itemAnnotations v125+"
},
"annotations": [
{
"libraryID": 1,
"annotationKey": "ABC12345",
"annotationTypeInt": 1,
"annotationType": "highlight",
"attachmentKey": "PDFE7890",
"parentItemKey": "PAPER1234",
"parentItemTitle": "Deep Learning for Biomedical Image Analysis",
"isExternal": false,
"selectedText": "Deep learning approaches have demonstrated remarkable performance across various biomedical imaging tasks, including segmentation, classification, and detection.",
"comment": "Key finding for introduction section",
"color": "#ffd400",
"pageLabel": "3",
"sortIndex": "00002|000000|00000",
"position": {
"pageIndex": 2,
"rects": [
[72.0, 520.0, 540.0, 536.0],
[72.0, 504.0, 540.0, 520.0],
[72.0, 488.0, 540.0, 504.0]
]
},
"tags": ["deep_learning", "review"],
"authorName": "",
"dateAdded": "2025-11-15 10:30:00",
"dateModified": "2025-11-15 10:35:00",
"version": 5,
"attachment_path": "storage:PDFE7890/paper.pdf",
"attachment_link_mode": 0
},
{
"libraryID": 1,
"annotationKey": "DEF67890",
"annotationTypeInt": 2,
"annotationType": "note",
"attachmentKey": "PDFE7890",
"parentItemKey": "PAPER1234",
"parentItemTitle": "Deep Learning for Biomedical Image Analysis",
"isExternal": false,
"selectedText": "",
"comment": "<p>This figure shows the U-Net architecture that became the de facto standard for medical image segmentation. Note the skip connections that preserve spatial information across the contracting path.</p>",
"color": "#2ea8e5",
"pageLabel": "7",
"sortIndex": "00006|000000|00000",
"position": {
"pageIndex": 6,
"rects": [
[420.0, 360.0, 540.0, 400.0]
]
},
"tags": ["architecture", "u-net"],
"authorName": "",
"dateAdded": "2025-11-15 14:00:00",
"dateModified": "2025-11-16 09:15:00",
"version": 7,
"attachment_path": "storage:PDFE7890/paper.pdf",
"attachment_link_mode": 0
},
{
"libraryID": 1,
"annotationKey": "GHI12345",
"annotationTypeInt": 5,
"annotationType": "underline",
"attachmentKey": "PDFE7890",
"parentItemKey": "PAPER1234",
"parentItemTitle": "Deep Learning for Biomedical Image Analysis",
"isExternal": false,
"selectedText": "The primary limitation of current approaches is the requirement for large annotated datasets.",
"comment": "Research gap — mention in related work",
"color": "#ff6666",
"pageLabel": "12",
"sortIndex": "00011|000000|00000",
"position": {
"pageIndex": 11,
"rects": [
[72.0, 480.0, 540.0, 496.0]
]
},
"tags": ["research_gap"],
"authorName": "",
"dateAdded": "2025-11-16 11:00:00",
"dateModified": "2025-11-16 11:00:00",
"version": 8,
"attachment_path": "storage:PDFE7890/paper.pdf",
"attachment_link_mode": 0
}
]
}

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#!/usr/bin/env python3
"""
Zotero Annotation Probe read-only SQLite parser for Zotero annotations.
Usage:
python experiments/zotero_annotation_probe.py --zotero-db "<path-to-zotero.sqlite>" [--limit 20]
Outputs unified JSON annotations to stdout. Never writes to Zotero SQLite.
"""
from __future__ import annotations
import argparse
import json
import os
import shutil
import sqlite3
import sys
import tempfile
import uuid
from datetime import datetime, timezone
from pathlib import Path
ANNOTATION_TYPE_MAP = {
1: "highlight",
2: "note",
3: "image",
4: "ink",
5: "underline",
6: "text",
}
def copy_db_to_temp(zotero_db: Path) -> Path:
"""Copy zotero.sqlite to a temp file to avoid locks and inconsistent reads."""
tmp = Path(tempfile.mkdtemp()) / "zotero_copy.sqlite"
shutil.copy2(str(zotero_db), str(tmp))
return tmp
def open_readonly(db_path: Path) -> sqlite3.Connection:
uri = "file:" + db_path.as_posix() + "?mode=ro"
conn = sqlite3.connect(uri, uri=True)
conn.row_factory = sqlite3.Row
return conn
def probe_schema(conn: sqlite3.Connection) -> dict:
"""Return detected table schemas for verification."""
tables = {}
cursor = conn.execute(
"SELECT name FROM sqlite_master WHERE type='table' ORDER BY name"
)
for row in cursor.fetchall():
tables[row["name"]] = True
return tables
def fetch_annotations(conn: sqlite3.Connection, limit: int = 20) -> list[dict]:
"""Fetch annotations and their parent attachment info."""
query = """
SELECT
ia.itemID,
ia.parentItemID,
ia.type AS annotation_type,
ia.authorName,
ia.text AS annotation_text,
ia.comment AS annotation_comment,
ia.color AS annotation_color,
ia.pageLabel,
ia.sortIndex,
ia.position AS position_json,
ia.isExternal,
i.key AS annotation_key,
i.libraryID,
i.dateAdded,
i.dateModified,
i.version,
att.key AS attachment_key,
ia_att.path AS attachment_path,
ia_att.linkMode AS attachment_link_mode,
ia_att.contentType AS attachment_content_type,
parent.key AS parent_item_key
FROM itemAnnotations ia
JOIN items i ON i.itemID = ia.itemID
LEFT JOIN itemAttachments ia_att ON ia_att.itemID = ia.parentItemID
LEFT JOIN items att ON att.itemID = ia.parentItemID
LEFT JOIN items parent ON parent.itemID = ia_att.parentItemID
LIMIT ?
"""
rows = conn.execute(query, (limit,)).fetchall()
results = []
for row in rows:
ann_type_int = row["annotation_type"]
ann_type_str = ANNOTATION_TYPE_MAP.get(ann_type_int, f"unknown_{ann_type_int}")
position = {}
raw_pos = row["position_json"]
if raw_pos:
try:
position = json.loads(raw_pos)
except json.JSONDecodeError:
position = {"_parse_error": True, "_raw_preview": raw_pos[:200]}
# Fetch tags for this annotation
tags = []
try:
tag_rows = conn.execute(
"""SELECT t.name
FROM itemTags it
JOIN tags t ON t.tagID = it.tagID
WHERE it.itemID = ?""",
(row["itemID"],),
).fetchall()
tags = [t["name"] for t in tag_rows]
except Exception:
pass
entry = {
"libraryID": row["libraryID"],
"annotationKey": row["annotation_key"],
"annotationTypeInt": ann_type_int,
"annotationType": ann_type_str,
"attachmentKey": row["attachment_key"],
"parentItemKey": row["parent_item_key"],
"isExternal": bool(row["isExternal"]),
"selectedText": row["annotation_text"] or "",
"comment": row["annotation_comment"] or "",
"color": row["annotation_color"] or "#ffd400",
"pageLabel": row["pageLabel"] or "",
"sortIndex": row["sortIndex"] or "",
"position": position,
"tags": tags,
"authorName": row["authorName"] or "",
"dateAdded": row["dateAdded"] or "",
"dateModified": row["dateModified"] or "",
"version": row["version"] or 0,
"attachment_path": row["attachment_path"] or "",
"attachment_link_mode": row["attachment_link_mode"],
}
results.append(entry)
return results
def main():
parser = argparse.ArgumentParser(
description="Read-only Zotero annotation probe"
)
parser.add_argument(
"--zotero-db",
required=True,
help="Path to zotero.sqlite",
)
parser.add_argument(
"--limit",
type=int,
default=20,
help="Max annotations to return",
)
parser.add_argument(
"--copy-db",
action="store_true",
default=True,
help="Copy DB to temp before reading (default: True)",
)
parser.add_argument(
"--no-copy",
action="store_true",
help="Skip DB copy (read directly, risky if Zotero is running)",
)
args = parser.parse_args()
zotero_db = Path(args.zotero_db).expanduser().resolve()
if not zotero_db.exists():
print(json.dumps({
"ok": False,
"error": f"File not found: {zotero_db}",
}, ensure_ascii=False))
sys.exit(1)
probe_path = zotero_db
cleanup_path = None
if not args.no_copy:
try:
probe_path = copy_db_to_temp(zotero_db)
cleanup_path = probe_path.parent
except Exception as e:
print(json.dumps({
"ok": False,
"error": f"Failed to copy DB: {e}",
}, ensure_ascii=False))
sys.exit(1)
try:
conn = open_readonly(probe_path)
tables = probe_schema(conn)
if "itemAnnotations" not in tables:
print(json.dumps({
"ok": False,
"error": "itemAnnotations table not found — not a valid Zotero SQLite?",
"detected_tables": list(tables.keys()),
}, ensure_ascii=False))
sys.exit(1)
annotations = fetch_annotations(conn, limit=args.limit)
output = {
"ok": True,
"probe": {
"zotero_db": str(zotero_db),
"tables_found": list(tables.keys()),
"annotation_count": len(annotations),
"schema_version_detected": "itemAnnotations v125+",
},
"annotations": annotations,
}
print(json.dumps(output, ensure_ascii=False, indent=2))
except sqlite3.DatabaseError as e:
print(json.dumps({
"ok": False,
"error": f"SQLite error: {e}",
}, ensure_ascii=False))
sys.exit(1)
finally:
conn.close()
if cleanup_path and cleanup_path.exists():
shutil.rmtree(cleanup_path, ignore_errors=True)
if __name__ == "__main__":
main()

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"""PaperForge Annotation Layer — read-only Zotero annotation import, local caching, and Obsidian overlay."""
from __future__ import annotations

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"""Annotation JSON cache for Obsidian plugin (no sql.js required).
Writes a flat JSON file that the plugin reads directly via fs.readFileSync,
following the same snapshot pattern as memory-runtime-state.json.
"""
from __future__ import annotations
import json
import sqlite3
from datetime import datetime, timezone
from pathlib import Path
from typing import Any
try:
from pypdf import PdfReader
except ImportError:
PdfReader = None
def _now() -> str:
return datetime.now(timezone.utc).isoformat()
CACHE_FILENAME = "annotation-cache.json"
CACHE_QUERY = """
SELECT
id, paper_id, zotero_key, zotero_attachment_key,
type, page_index, page_label,
selected_text, comment, color, sort_index,
tags_json, position_json, sync_state, is_readonly
FROM annotations
WHERE deleted_at IS NULL
ORDER BY paper_id, sort_index
"""
def _row_to_dict(row: sqlite3.Row) -> dict[str, Any]:
pos = row["position_json"]
if isinstance(pos, str):
try:
pos = json.loads(pos)
except (json.JSONDecodeError, TypeError):
pos = None
tags = row["tags_json"]
if isinstance(tags, str):
try:
tags = json.loads(tags)
except (json.JSONDecodeError, TypeError):
tags = []
return {
"id": row["id"],
"paper_id": row["paper_id"],
"zotero_key": row["zotero_key"] or "",
"zotero_attachment_key": row["zotero_attachment_key"] or "",
"type": row["type"],
"page_index": row["page_index"],
"page_label": row["page_label"] or "",
"selected_text": row["selected_text"] or "",
"comment": row["comment"] or "",
"color": row["color"] or "#ffd400",
"sort_index": row["sort_index"] or "",
"tags": tags,
"position": pos,
"sync_state": row["sync_state"],
"is_readonly": bool(row["is_readonly"]),
}
def _load_pdf_page_sizes(vault_path: Path, attachment_key: str) -> dict[int, tuple[float, float]]:
if not attachment_key:
return {}
from paperforge.config import paperforge_paths
storage_dir = paperforge_paths(vault_path)["zotero_dir"] / "storage" / attachment_key
if not storage_dir.exists():
return {}
pdf_files = sorted(storage_dir.glob("*.pdf"))
if not pdf_files:
return {}
if PdfReader is None:
return {}
try:
reader = PdfReader(str(pdf_files[0]))
except Exception:
return {}
sizes: dict[int, tuple[float, float]] = {}
for idx, page in enumerate(reader.pages):
try:
box = page.mediabox
sizes[idx] = (float(box.width), float(box.height))
except Exception:
continue
return sizes
def build_cache(conn: sqlite3.Connection, vault_path: Path | str) -> dict[str, Any]:
"""Read all non-deleted annotations and group by paper_id."""
vault = Path(str(vault_path))
conn.row_factory = sqlite3.Row
rows = conn.execute(CACHE_QUERY).fetchall()
by_paper: dict[str, list[dict[str, Any]]] = {}
attachment_page_sizes: dict[str, dict[int, tuple[float, float]]] = {}
for r in rows:
d = _row_to_dict(r)
attachment_key = d["zotero_attachment_key"]
if attachment_key and attachment_key not in attachment_page_sizes:
attachment_page_sizes[attachment_key] = _load_pdf_page_sizes(vault, attachment_key)
page_sizes = attachment_page_sizes.get(attachment_key, {})
page_size = page_sizes.get(int(d.get("page_index") or 0))
if page_size:
d["page_width"] = page_size[0]
d["page_height"] = page_size[1]
pid = d["paper_id"]
if pid not in by_paper:
by_paper[pid] = []
by_paper[pid].append(d)
return {
"v": 1,
"ts": _now(),
"total": len(rows),
"papers": list(by_paper.keys()),
"by_paper": by_paper,
}
def write_cache(conn: sqlite3.Connection, vault_path: Path | str) -> str | None:
"""Write annotation cache JSON to the vault's indexes directory.
Returns the cache file path on success, None if the directory is missing.
"""
vault = Path(str(vault_path))
from paperforge.config import paperforge_paths
indexes_dir = paperforge_paths(vault)["index"].parent
if not indexes_dir.exists():
return None
cache_path = indexes_dir / CACHE_FILENAME
data = build_cache(conn, vault)
cache_path.write_text(json.dumps(data, ensure_ascii=False), encoding="utf-8")
return str(cache_path)

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"""Annotation DB path resolution and connection helpers.
Follows the same pattern as paperforge/memory/db.py but for the independent
annotations.db, which is NOT rebuilt during memory layer operations.
"""
from __future__ import annotations
import sqlite3
from pathlib import Path
from paperforge.config import paperforge_paths
def get_annotations_db_path(vault: Path) -> Path:
"""Return the absolute path to annotations.db, co-located with paperforge.db."""
paths = paperforge_paths(vault)
index_path = paths.get("index")
if index_path is None:
msg = "paperforge_paths did not return an 'index' key; cannot determine annotations.db location"
raise FileNotFoundError(msg)
return index_path.parent / "annotations.db"
def get_annotations_connection(db_path: Path, read_only: bool = False) -> sqlite3.Connection:
"""Open a SQLite connection to annotations.db with WAL mode.
Args:
db_path: Path to annotations.db.
read_only: If True, open in read-only mode (for queries).
Returns:
sqlite3.Connection with row_factory set to sqlite3.Row.
"""
if read_only:
uri = "file:" + db_path.as_posix() + "?mode=ro"
conn = sqlite3.connect(uri, uri=True)
else:
db_path.parent.mkdir(parents=True, exist_ok=True)
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
if not read_only:
conn.execute("PRAGMA journal_mode=WAL;")
conn.execute("PRAGMA foreign_keys=ON;")
return conn

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"""Annotation import/reconciliation logic.
Transforms raw Zotero probe data into PaperForge's annotation schema and
reconciles with existing rows using stable upsert semantics.
"""
from __future__ import annotations
import json
import logging
import uuid
from datetime import datetime, timezone
from typing import Any
logger = logging.getLogger(__name__)
PAPERFORGE_LOCAL_SOURCES = {"paperforge"}
def _now() -> str:
return datetime.now(timezone.utc).isoformat()
def _probe_to_row(
ann: dict,
source: str,
now: str,
) -> dict[str, Any]:
"""Convert a normalized probe annotation dict into a DB row."""
paper_id = ann.get("parentItemKey", "") or ann.get("attachmentKey", "")
zotero_key = ann.get("annotationKey", "")
zotero_attachment_key = ann.get("attachmentKey", "")
pdf_path = ann.get("attachment_path", "")
version = ann.get("version", 0)
modified = ann.get("dateModified", "")
return {
"id": zotero_key or str(uuid.uuid4()),
"paper_id": paper_id,
"zotero_library_id": ann.get("libraryID"),
"zotero_item_id": None,
"zotero_key": zotero_key,
"zotero_attachment_key": zotero_attachment_key,
"pdf_path": pdf_path,
"pdf_hash": "",
"type": ann.get("annotationType", ""),
"page_index": ann.get("position", {}).get("pageIndex"),
"page_label": ann.get("pageLabel", ""),
"selected_text": ann.get("selectedText", ""),
"comment": ann.get("comment", ""),
"color": ann.get("color", ""),
"sort_index": ann.get("sortIndex", ""),
"tags_json": json.dumps(ann.get("tags", []), ensure_ascii=False),
"position_json": json.dumps(ann.get("position", {}), ensure_ascii=False),
"selector_json": "{}",
"source": source,
"source_key": zotero_key,
"source_version": version,
"source_modified_at": modified,
"sync_state": "zotero_synced" if source != "paperforge" else "local",
"is_readonly": 1 if source != "paperforge" else 0,
"created_at": now,
"updated_at": now,
"deleted_at": None,
}
UPSERT_SQL = """
INSERT INTO annotations (
id,
paper_id,
zotero_library_id,
zotero_item_id,
zotero_key,
zotero_attachment_key,
pdf_path,
pdf_hash,
type,
page_index,
page_label,
selected_text,
comment,
color,
sort_index,
tags_json,
position_json,
selector_json,
source,
source_key,
source_version,
source_modified_at,
sync_state,
is_readonly,
created_at,
updated_at,
deleted_at
) VALUES (
:id,
:paper_id,
:zotero_library_id,
:zotero_item_id,
:zotero_key,
:zotero_attachment_key,
:pdf_path,
:pdf_hash,
:type,
:page_index,
:page_label,
:selected_text,
:comment,
:color,
:sort_index,
:tags_json,
:position_json,
:selector_json,
:source,
:source_key,
:source_version,
:source_modified_at,
:sync_state,
:is_readonly,
:created_at,
:updated_at,
:deleted_at
) ON CONFLICT(id) DO UPDATE SET
paper_id = excluded.paper_id,
zotero_library_id = excluded.zotero_library_id,
zotero_key = excluded.zotero_key,
zotero_attachment_key = excluded.zotero_attachment_key,
pdf_path = excluded.pdf_path,
type = excluded.type,
page_index = excluded.page_index,
page_label = excluded.page_label,
selected_text = excluded.selected_text,
comment = excluded.comment,
color = excluded.color,
sort_index = excluded.sort_index,
tags_json = excluded.tags_json,
position_json = excluded.position_json,
source_version = excluded.source_version,
source_modified_at = excluded.source_modified_at,
updated_at = excluded.updated_at,
deleted_at = excluded.deleted_at
"""
def _import_annotations(
conn,
annotations: list[dict],
source: str,
) -> dict:
"""Core import logic. Returns {imported, updated, deleted}."""
now = _now()
stats = {"imported": 0, "updated": 0, "deleted": 0}
incoming_keys = set()
for ann in annotations:
row = _probe_to_row(ann, source, now)
zk = row["zotero_key"]
incoming_keys.add(zk)
# Check if row already exists by id (zotero_key for imported annotations)
existing = conn.execute(
"SELECT source_version, sync_state FROM annotations WHERE id = ?",
(row["id"],),
).fetchone()
if existing is None:
conn.execute(UPSERT_SQL, row)
stats["imported"] += 1
elif existing["source_version"] != row["source_version"]:
conn.execute(UPSERT_SQL, row)
stats["updated"] += 1
else:
stats["updated"] += 0 # unchanged
conn.commit()
# Soft-delete stale rows that are no longer in the source's current set
# Only applies to zotero_db source annotations
if source != "paperforge" and incoming_keys:
stale_rows = conn.execute(
"""SELECT id, sync_state FROM annotations
WHERE source = ?
AND source_key NOT IN ({})
AND deleted_at IS NULL""".format(
",".join("?" for _ in incoming_keys)
),
[source, *incoming_keys],
).fetchall()
for stale in stale_rows:
from paperforge.annotation.service import mark_deleted
mark_deleted(conn, stale["id"])
stats["deleted"] += 1
conn.commit()
return stats
def run_import(
conn,
annotations: list[dict],
source: str,
) -> dict:
"""Import annotations from a probe result into annotations.db.
Args:
conn: Writable connection to annotations.db.
annotations: List of normalized annotation dicts from probe.py.
source: Source identifier, e.g. "zotero_db".
Returns:
Dict with keys: imported, updated, deleted.
"""
return _import_annotations(conn, annotations, source)

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"""Read-only probe into Zotero SQLite for annotation data.
This module opens Zotero's zotero.sqlite in read-only mode and extracts
normalized annotation data. It NEVER writes to any Zotero-owned file.
"""
from __future__ import annotations
import json
import logging
import shutil
import sqlite3
import tempfile
from pathlib import Path
logger = logging.getLogger(__name__)
ANNOTATION_TYPE_MAP = {
1: "highlight",
2: "note",
3: "image",
4: "ink",
5: "underline",
6: "text",
}
FETCH_ANNOTATIONS_SQL = """
SELECT
ia.itemID,
ia.parentItemID,
ia.type AS annotation_type,
ia.authorName,
ia.text AS annotation_text,
ia.comment AS annotation_comment,
ia.color AS annotation_color,
ia.pageLabel,
ia.sortIndex,
ia.position AS position_json,
ia.isExternal,
i.key AS annotation_key,
i.libraryID,
i.dateAdded,
i.dateModified,
i.version,
att.key AS attachment_key,
ia_att.path AS attachment_path,
ia_att.linkMode AS attachment_link_mode,
parent.key AS parent_item_key
FROM itemAnnotations ia
JOIN items i ON i.itemID = ia.itemID
LEFT JOIN itemAttachments ia_att ON ia_att.itemID = ia.parentItemID
LEFT JOIN items att ON att.itemID = ia.parentItemID
LEFT JOIN items parent ON parent.itemID = ia_att.parentItemID
ORDER BY ia.sortIndex
"""
FETCH_TAGS_SQL = """
SELECT it.itemID, t.name
FROM itemTags it
JOIN tags t ON t.tagID = it.tagID
WHERE it.itemID IN (%s)
"""
def copy_db_to_temp(zotero_db: Path) -> Path:
"""Copy zotero.sqlite to a temp file to avoid locks and inconsistent reads.
The caller is responsible for cleaning up the temp directory.
"""
tmp_dir = Path(tempfile.mkdtemp(prefix="pf_zotero_"))
dest = tmp_dir / "zotero_copy.sqlite"
shutil.copy2(str(zotero_db), str(dest))
logger.info("Copied %s to %s", zotero_db, dest)
return dest
def open_readonly(db_path: Path) -> sqlite3.Connection:
"""Open a Zotero SQLite database in read-only mode.
Uses URI ``mode=ro`` to enforce read-only access.
"""
uri = "file:" + db_path.as_posix() + "?mode=ro"
conn = sqlite3.connect(uri, uri=True)
conn.row_factory = sqlite3.Row
return conn
def _fetch_tags(conn: sqlite3.Connection, item_ids: list[int]) -> dict[int, list[str]]:
"""Fetch tags for the given item IDs. Returns {itemID: [tag_name, ...]}."""
if not item_ids:
return {}
placeholders = ",".join("?" for _ in item_ids)
rows = conn.execute(FETCH_TAGS_SQL % placeholders, item_ids).fetchall()
result: dict[int, list[str]] = {iid: [] for iid in item_ids}
for row in rows:
result.setdefault(row["itemID"], []).append(row["name"])
return result
def normalize_annotation_row(row: sqlite3.Row, tags: list[str]) -> dict:
"""Convert a raw Zotero annotation row into a normalized dict."""
ann_type_int = row["annotation_type"]
ann_type_str = ANNOTATION_TYPE_MAP.get(ann_type_int, f"unknown_{ann_type_int}")
position = {}
raw_pos = row["position_json"]
if raw_pos:
try:
position = json.loads(raw_pos)
except json.JSONDecodeError:
position = {"_parse_error": True, "_raw_preview": raw_pos[:200]}
return {
"libraryID": row["libraryID"],
"annotationKey": row["annotation_key"],
"annotationTypeInt": ann_type_int,
"annotationType": ann_type_str,
"attachmentKey": row["attachment_key"],
"parentItemKey": row["parent_item_key"],
"isExternal": bool(row["isExternal"]),
"selectedText": row["annotation_text"] or "",
"comment": row["annotation_comment"] or "",
"color": row["annotation_color"] or "#ffd400",
"pageLabel": row["pageLabel"] or "",
"sortIndex": row["sortIndex"] or "",
"position": position,
"tags": tags,
"authorName": row["authorName"] or "",
"dateAdded": row["dateAdded"] or "",
"dateModified": row["dateModified"] or "",
"version": row["version"] or 0,
"attachment_path": row["attachment_path"] or "",
"attachment_link_mode": row["attachment_link_mode"],
}
def fetch_annotations(
conn: sqlite3.Connection, limit: int = 100
) -> list[dict]:
"""Fetch annotations from Zotero SQLite with tags.
Args:
conn: Read-only connection to zotero.sqlite.
limit: Maximum number of annotation items to return.
Returns:
List of normalized annotation dicts.
"""
rows = conn.execute(FETCH_ANNOTATIONS_SQL + " LIMIT ?", (limit,)).fetchall()
if not rows:
return []
item_ids = [r["itemID"] for r in rows]
tags_map = _fetch_tags(conn, item_ids)
return [normalize_annotation_row(r, tags_map.get(r["itemID"], [])) for r in rows]
def probe(
conn: sqlite3.Connection,
limit: int = 20,
) -> dict:
"""Full probe: fetch annotations and report metadata.
Returns a dict with ``ok``, ``probe``, and ``annotations`` keys.
"""
annotations = fetch_annotations(conn, limit=limit)
return {
"ok": True,
"probe": {
"annotation_count": len(annotations),
},
"annotations": annotations,
}

View file

@ -0,0 +1,149 @@
"""Annotation database schema — independent from memory layer paperforge.db.
Schema version 1 creates:
- meta version tracking
- annotations normalized annotation table
- annotations_fts FTS5 virtual table for full-text search
- sync_queue future write-back operation queue
This DB is never dropped during paperforge memory rebuild.
"""
from __future__ import annotations
import logging
import sqlite3
logger = logging.getLogger(__name__)
ANNOTATIONS_SCHEMA_VERSION = 1
CREATE_META = """
CREATE TABLE IF NOT EXISTS meta (
key TEXT PRIMARY KEY,
value TEXT NOT NULL
);
"""
CREATE_ANNOTATIONS = """
CREATE TABLE IF NOT EXISTS annotations (
id TEXT PRIMARY KEY,
paper_id TEXT NOT NULL,
zotero_library_id INTEGER,
zotero_item_id INTEGER,
zotero_key TEXT DEFAULT '',
zotero_attachment_key TEXT DEFAULT '',
pdf_path TEXT DEFAULT '',
pdf_hash TEXT DEFAULT '',
type TEXT NOT NULL,
page_index INTEGER,
page_label TEXT DEFAULT '',
selected_text TEXT DEFAULT '',
comment TEXT DEFAULT '',
color TEXT DEFAULT '',
sort_index TEXT DEFAULT '',
tags_json TEXT DEFAULT '[]',
position_json TEXT DEFAULT '{}',
selector_json TEXT DEFAULT '{}',
source TEXT NOT NULL DEFAULT 'paperforge',
source_key TEXT DEFAULT '',
source_version INTEGER,
source_modified_at TEXT DEFAULT '',
sync_state TEXT NOT NULL DEFAULT 'local',
is_readonly INTEGER NOT NULL DEFAULT 0,
created_at TEXT NOT NULL,
updated_at TEXT NOT NULL,
deleted_at TEXT
);
"""
ANNOTATION_INDEXES = [
"CREATE INDEX IF NOT EXISTS idx_annotations_paper ON annotations(paper_id);",
"CREATE INDEX IF NOT EXISTS idx_annotations_type ON annotations(type);",
"CREATE INDEX IF NOT EXISTS idx_annotations_sync_state ON annotations(sync_state);",
"CREATE INDEX IF NOT EXISTS idx_annotations_source ON annotations(source);",
"CREATE INDEX IF NOT EXISTS idx_annotations_page ON annotations(paper_id, page_index);",
"CREATE INDEX IF NOT EXISTS idx_annotations_zotero_key ON annotations(zotero_key);",
"CREATE INDEX IF NOT EXISTS idx_annotations_deleted ON annotations(deleted_at) WHERE deleted_at IS NOT NULL;",
]
CREATE_ANNOTATIONS_FTS = """
CREATE VIRTUAL TABLE IF NOT EXISTS annotations_fts USING fts5(
paper_id,
selected_text,
comment,
tags_json,
content='annotations',
content_rowid='rowid'
);
"""
FTS_TRIGGERS = [
"""CREATE TRIGGER IF NOT EXISTS annotations_ai AFTER INSERT ON annotations BEGIN
INSERT INTO annotations_fts(rowid, paper_id, selected_text, comment, tags_json)
VALUES (new.rowid, new.paper_id, new.selected_text, new.comment, new.tags_json);
END;""",
"""CREATE TRIGGER IF NOT EXISTS annotations_ad AFTER DELETE ON annotations BEGIN
INSERT INTO annotations_fts(annotations_fts, rowid, paper_id, selected_text, comment, tags_json)
VALUES ('delete', old.rowid, old.paper_id, old.selected_text, old.comment, old.tags_json);
END;""",
"""CREATE TRIGGER IF NOT EXISTS annotations_au AFTER UPDATE ON annotations BEGIN
INSERT INTO annotations_fts(annotations_fts, rowid, paper_id, selected_text, comment, tags_json)
VALUES ('delete', old.rowid, old.paper_id, old.selected_text, old.comment, old.tags_json);
INSERT INTO annotations_fts(rowid, paper_id, selected_text, comment, tags_json)
VALUES (new.rowid, new.paper_id, new.selected_text, new.comment, new.tags_json);
END;""",
]
CREATE_SYNC_QUEUE = """
CREATE TABLE IF NOT EXISTS sync_queue (
id INTEGER PRIMARY KEY AUTOINCREMENT,
annotation_id TEXT NOT NULL,
operation TEXT NOT NULL,
payload_json TEXT NOT NULL,
retry_count INTEGER DEFAULT 0,
last_error TEXT,
created_at TEXT NOT NULL,
FOREIGN KEY (annotation_id) REFERENCES annotations(id)
);
"""
def ensure_schema(conn: sqlite3.Connection) -> None:
"""Create tables, indexes, FTS, and triggers if they don't exist."""
conn.execute(CREATE_META)
conn.execute(CREATE_ANNOTATIONS)
for idx_sql in ANNOTATION_INDEXES:
conn.execute(idx_sql)
conn.execute(CREATE_ANNOTATIONS_FTS)
for trigger_sql in FTS_TRIGGERS:
conn.execute(trigger_sql)
conn.execute(CREATE_SYNC_QUEUE)
# Ensure version is recorded
version = get_schema_version(conn)
if version == 0:
conn.execute(
"INSERT OR REPLACE INTO meta (key, value) VALUES ('schema_version', ?)",
(str(ANNOTATIONS_SCHEMA_VERSION),),
)
conn.commit()
def get_schema_version(conn: sqlite3.Connection) -> int:
"""Read the stored schema version from meta table, or 0 if not found."""
try:
row = conn.execute(
"SELECT value FROM meta WHERE key = 'schema_version'"
).fetchone()
return int(row["value"]) if row else 0
except sqlite3.OperationalError:
return 0

View file

@ -0,0 +1,202 @@
"""Annotation CRUD, search, and export operations against annotations.db.
Part of the "lightweight embedded service" layer pure DB operations,
no CLI or network concerns.
"""
from __future__ import annotations
import json
import logging
import uuid
from datetime import datetime, timezone
from typing import Any
logger = logging.getLogger(__name__)
# Columns that can be safely patched by users
PATCHABLE_COLUMNS = {"comment", "color", "tags_json", "selected_text"}
def _now() -> str:
return datetime.now(timezone.utc).isoformat()
# ── Mutation ──
def mark_deleted(conn, annotation_id: str) -> None:
"""Soft-delete an annotation by id."""
conn.execute(
"UPDATE annotations SET deleted_at = ?, updated_at = ? WHERE id = ? AND deleted_at IS NULL",
(_now(), _now(), annotation_id),
)
def hard_delete(conn, annotation_id: str) -> None:
"""Permanently delete an annotation by id."""
conn.execute("DELETE FROM annotations WHERE id = ?", (annotation_id,))
# ── CRUD ──
def create_annotation(
conn,
paper_id: str,
annotation_type: str,
page_index: int | None = None,
page_label: str = "",
selected_text: str = "",
comment: str = "",
color: str = "#ffd400",
sort_index: str = "",
position_json: dict | None = None,
tags: list[str] | None = None,
) -> dict:
"""Create a new PaperForge-local annotation."""
now = _now()
aid = str(uuid.uuid4())
conn.execute(
"""INSERT INTO annotations (
id, paper_id, type, page_index, page_label,
selected_text, comment, color, sort_index,
tags_json, position_json, source, sync_state,
is_readonly, created_at, updated_at
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'paperforge', 'local', 0, ?, ?)""",
(
aid,
paper_id,
annotation_type,
page_index,
page_label,
selected_text,
comment,
color,
sort_index,
json.dumps(tags or [], ensure_ascii=False),
json.dumps(position_json or {}, ensure_ascii=False),
now,
now,
),
)
conn.commit()
return get_annotation(conn, aid)
def patch_annotation(
conn,
annotation_id: str,
**kwargs: Any,
) -> dict:
"""Patch editable fields on an annotation.
Raises ValueError if the annotation is readonly or not found.
"""
existing = get_annotation(conn, annotation_id)
if existing is None:
raise ValueError(f"Annotation not found: {annotation_id}")
if existing.get("is_readonly"):
raise ValueError(f"Cannot edit readonly annotation: {annotation_id}")
updates = {k: v for k, v in kwargs.items() if k in PATCHABLE_COLUMNS and v is not None}
if not updates:
return existing
updates["updated_at"] = _now()
set_clause = ", ".join(f"{k} = ?" for k in updates)
values = list(updates.values()) + [annotation_id]
conn.execute(f"UPDATE annotations SET {set_clause} WHERE id = ?", values)
conn.commit()
return get_annotation(conn, annotation_id)
def delete_annotation(conn, annotation_id: str) -> None:
"""Soft-delete an annotation by id. Raises ValueError if not found."""
existing = get_annotation(conn, annotation_id)
if existing is None:
raise ValueError(f"Annotation not found: {annotation_id}")
mark_deleted(conn, annotation_id)
conn.commit()
# ── Queries ──
def get_annotation(conn, annotation_id: str) -> dict | None:
"""Fetch a single annotation by id. Returns None if not found."""
row = conn.execute(
"SELECT * FROM annotations WHERE id = ?", (annotation_id,)
).fetchone()
return dict(row) if row else None
def list_annotations(
conn,
paper_id: str = "",
page_index: int | None = None,
annotation_type: str = "",
limit: int = 100,
) -> list[dict]:
"""List annotations, optionally filtered."""
clauses = ["deleted_at IS NULL"]
params: list[Any] = []
if paper_id:
clauses.append("paper_id = ?")
params.append(paper_id)
if page_index is not None:
clauses.append("page_index = ?")
params.append(page_index)
if annotation_type:
clauses.append("type = ?")
params.append(annotation_type)
where = " AND ".join(clauses)
rows = conn.execute(
f"SELECT * FROM annotations WHERE {where} ORDER BY sort_index LIMIT ?",
[*params, limit],
).fetchall()
return [dict(r) for r in rows]
# ── Export ──
def export_annotations_json(
conn,
paper_id: str = "",
limit: int = 1000,
) -> str:
"""Export annotations for a paper as a JSON string."""
anns = list_annotations(conn, paper_id=paper_id, limit=limit)
def _clean(a: dict) -> dict:
return {k: v for k, v in a.items() if k not in ("id",)}
return json.dumps([_clean(a) for a in anns], ensure_ascii=False, indent=2)
def export_annotations_markdown(
conn,
paper_id: str = "",
limit: int = 1000,
) -> str:
"""Export annotations for a paper as formatted Markdown."""
anns = list_annotations(conn, paper_id=paper_id, limit=limit)
lines = [f"# Annotations for {paper_id}\n"]
for i, ann in enumerate(anns, 1):
lines.append(f"## {i}. {ann['type'].title()}")
if ann.get("page_label") or ann.get("page_index") is not None:
pl = ann["page_label"] or str(ann["page_index"] + 1)
lines.append(f"**Page:** {pl}")
if ann.get("selected_text"):
lines.append(f"\n> {ann['selected_text']}")
if ann.get("comment"):
lines.append(f"\n{ann['comment']}")
if ann.get("color"):
lines.append(f"\n*Color: {ann['color']}*")
lines.append("")
return "\n".join(lines)

View file

@ -0,0 +1,382 @@
"""paperforge annotation — CLI command family for PDF annotation management."""
from __future__ import annotations
import argparse
import json
import sys
from pathlib import Path
from paperforge import __version__ as PF_VERSION
from paperforge.annotation.db import get_annotations_connection, get_annotations_db_path
from paperforge.annotation.importer import run_import
from paperforge.annotation.probe import copy_db_to_temp, fetch_annotations, open_readonly
from paperforge.annotation.schema import ensure_schema, get_schema_version
from paperforge.annotation.service import (
create_annotation,
delete_annotation,
export_annotations_json,
export_annotations_markdown,
hard_delete,
list_annotations,
patch_annotation,
)
from paperforge.config import paperforge_paths
from paperforge.core.errors import ErrorCode
from paperforge.core.result import PFError, PFResult
def _db_path(vault: Path) -> Path:
return get_annotations_db_path(vault)
def _db_conn(vault: Path):
db_path = _db_path(vault)
conn = get_annotations_connection(db_path, read_only=False)
ensure_schema(conn)
return conn
def _probe_and_import(
vault: Path,
zotero_db: Path,
paper_key: str,
dry_run: bool,
no_copy: bool,
) -> dict:
"""Core import pipeline: detect Zotero DB → probe → import."""
probe_path = zotero_db
if not no_copy:
probe_path = copy_db_to_temp(zotero_db)
probe_conn = open_readonly(probe_path)
try:
anns = fetch_annotations(probe_conn, limit=10000)
finally:
probe_conn.close()
if paper_key:
anns = [a for a in anns if a.get("parentItemKey") == paper_key]
if dry_run:
return {"paper_key": paper_key, "annotations_found": len(anns), "dry_run": True}
conn = _db_conn(vault)
try:
result = run_import(conn, anns, source="zotero_db")
result["annotations_found"] = len(anns)
return result
finally:
conn.close()
def run(args: argparse.Namespace) -> int:
vault = args.vault_path
sub = getattr(args, "annotation_subcommand", "")
json_output = getattr(args, "json", False)
if sub == "import":
return _cmd_import(vault, args, json_output)
elif sub == "list":
return _cmd_list(vault, args, json_output)
elif sub == "create":
return _cmd_create(vault, args, json_output)
elif sub == "patch":
return _cmd_patch(vault, args, json_output)
elif sub == "delete":
return _cmd_delete(vault, args, json_output)
elif sub == "export":
return _cmd_export(vault, args, json_output)
elif sub == "status":
return _cmd_status(vault, args, json_output)
elif sub == "cache-refresh":
return _cmd_cache_refresh(vault, args, json_output)
else:
print(f"Unknown annotation subcommand: {sub}", file=sys.stderr)
return 1
def _write_cache(vault: Path) -> None:
"""Open annotations.db, build JSON cache, write to indexes directory."""
from paperforge.annotation.cache import write_cache as _wc
conn = _db_conn(vault)
try:
_wc(conn, vault)
finally:
conn.close()
def _emit(result: PFResult, json_output: bool) -> int:
if json_output:
print(result.to_json())
else:
data = result.data or {}
if result.ok:
for k, v in data.items():
if isinstance(v, list):
print(f"{k}: {len(v)}")
else:
print(f"{k}: {v}")
else:
print(f"Error: {result.error.message}", file=sys.stderr)
return 0 if result.ok else 1
def _cmd_import(vault, args, json_output):
paths = paperforge_paths(vault)
zotero_dir = paths.get("zotero_dir")
zotero_db_raw = getattr(args, "zotero_db", None) or str(zotero_dir / "zotero.sqlite")
zotero_db = Path(zotero_db_raw).expanduser().resolve()
if not zotero_db.exists():
result = PFResult(
ok=False, command="annotation import", version=PF_VERSION,
error=PFError(code="ZOTERO_DB_NOT_FOUND", message=f"Zotero SQLite not found: {zotero_db}"),
)
return _emit(result, json_output)
try:
data = _probe_and_import(
vault, zotero_db,
paper_key=getattr(args, "paper", ""),
dry_run=getattr(args, "dry_run", False),
no_copy=getattr(args, "no_copy", False),
)
if not getattr(args, "dry_run", False):
try:
_write_cache(vault)
except Exception:
pass
result = PFResult(ok=True, command="annotation import", version=PF_VERSION, data=data)
return _emit(result, json_output)
except Exception as exc:
result = PFResult(
ok=False, command="annotation import", version=PF_VERSION,
error=PFError(code=ErrorCode.INTERNAL_ERROR, message=str(exc)),
)
return _emit(result, json_output)
def _resolve_paper_key(vault, pdf_path):
"""Resolve a vault-relative PDF path to a paper zotero key via memory DB."""
if not pdf_path:
return ""
import sqlite3
from paperforge.memory.db import get_memory_db_path
db = get_memory_db_path(Path(str(vault)))
if not db.exists():
return ""
try:
mem = sqlite3.connect(str(db))
mem.row_factory = sqlite3.Row
pdf_name = Path(pdf_path).name
# Memory DB stores pdf_path as wikilink: [[path/to/file.pdf]]
# Match by filename inside wikilink, or by the raw path
for like_pattern in [f"%/{pdf_name}]", f"%\\{pdf_name}]", f"%{pdf_name}%"]:
row = mem.execute(
"SELECT zotero_key FROM papers WHERE pdf_path LIKE ? LIMIT 1",
(like_pattern,),
).fetchone()
if row:
mem.close()
return row["zotero_key"]
# Last resort: extract storage folder key (8-char HEX) from PDF path
# e.g. System/Zotero/storage/XJSUZL8W/file.pdf -> XJSUZL8W
m = __import__("re").search(r"storage[\\/]([A-Z0-9]{8})", pdf_path, __import__("re").IGNORECASE)
if m:
row = mem.execute(
"SELECT zotero_key FROM papers WHERE pdf_path LIKE ? LIMIT 1",
(f"%{m.group(1)}%",),
).fetchone()
if row:
mem.close()
return row["zotero_key"]
mem.close()
except Exception:
pass
return ""
def _cmd_list(vault, args, json_output):
paper_key = args.paper_key or ""
if not paper_key and getattr(args, "pdf_path", None):
paper_key = _resolve_paper_key(vault, args.pdf_path)
if not paper_key:
result = PFResult(
ok=False, command="annotation list", version=PF_VERSION,
error=PFError(code="PATH_NOT_FOUND", message=f"Could not resolve PDF path to paper key: {args.pdf_path}"),
)
return _emit(result, json_output)
conn = _db_conn(vault)
try:
anns = list_annotations(
conn,
paper_id=paper_key,
page_index=getattr(args, "page", None),
annotation_type=getattr(args, "ann_type", ""),
limit=getattr(args, "limit", 100),
)
result = PFResult(ok=True, command="annotation list", version=PF_VERSION, data={
"paper_id": paper_key, "annotations": anns, "count": len(anns),
})
return _emit(result, json_output)
finally:
conn.close()
def _cmd_create(vault, args, json_output):
paper_id = args.paper or ""
if not paper_id and getattr(args, "pdf_path", None):
paper_id = _resolve_paper_key(vault, args.pdf_path)
if not paper_id:
result = PFResult(
ok=False, command="annotation create", version=PF_VERSION,
error=PFError(code="PATH_NOT_FOUND", message=f"Could not resolve PDF path to paper key: {args.pdf_path}"),
)
return _emit(result, json_output)
conn = _db_conn(vault)
try:
pos_str = getattr(args, "position_json", "") or ""
pos = None
if pos_str:
try:
pos = json.loads(pos_str)
except json.JSONDecodeError:
pass
ann = create_annotation(
conn,
paper_id=paper_id,
annotation_type=args.ann_type,
page_index=getattr(args, "page_index", None),
page_label=getattr(args, "page_label", ""),
selected_text=getattr(args, "selected_text", ""),
comment=getattr(args, "comment", ""),
color=getattr(args, "color", "#ffd400"),
sort_index=getattr(args, "sort_index", ""),
position_json=pos,
)
result = PFResult(ok=True, command="annotation create", version=PF_VERSION, data=ann)
conn.commit()
if not getattr(args, "defer_cache_refresh", False):
try:
_write_cache(vault)
except Exception:
pass
return _emit(result, json_output)
except Exception as exc:
result = PFResult(
ok=False, command="annotation create", version=PF_VERSION,
error=PFError(code="CREATE_FAILED", message=str(exc)),
)
return _emit(result, json_output)
finally:
conn.close()
def _cmd_patch(vault, args, json_output):
conn = _db_conn(vault)
try:
kwargs = {}
if getattr(args, "comment", None) is not None:
kwargs["comment"] = args.comment
if getattr(args, "color", None) is not None:
kwargs["color"] = args.color
ann = patch_annotation(conn, args.annotation_id, **kwargs)
result = PFResult(ok=True, command="annotation patch", version=PF_VERSION, data=ann)
conn.commit()
if not getattr(args, "defer_cache_refresh", False):
try:
_write_cache(vault)
except Exception:
pass
return _emit(result, json_output)
except Exception as exc:
result = PFResult(
ok=False, command="annotation patch", version=PF_VERSION,
error=PFError(code="PATCH_FAILED", message=str(exc)),
)
return _emit(result, json_output)
finally:
conn.close()
def _cmd_delete(vault, args, json_output):
conn = _db_conn(vault)
try:
if getattr(args, "hard", False):
hard_delete(conn, args.annotation_id)
ann = {"id": args.annotation_id, "deleted": True, "hard": True}
else:
delete_annotation(conn, args.annotation_id)
ann = {"id": args.annotation_id, "deleted": True, "hard": False}
result = PFResult(ok=True, command="annotation delete", version=PF_VERSION, data=ann)
conn.commit()
if not getattr(args, "defer_cache_refresh", False):
try:
_write_cache(vault)
except Exception:
pass
return _emit(result, json_output)
except Exception as exc:
result = PFResult(
ok=False, command="annotation delete", version=PF_VERSION,
error=PFError(code="DELETE_FAILED", message=str(exc)),
)
return _emit(result, json_output)
finally:
conn.close()
def _cmd_export(vault, args, json_output):
conn = _db_conn(vault)
try:
fmt = getattr(args, "format", "json")
paper_key = args.paper_key
if fmt == "markdown":
text = export_annotations_markdown(conn, paper_id=paper_key)
else:
text = export_annotations_json(conn, paper_id=paper_key)
output_path = getattr(args, "output", None)
if output_path:
Path(output_path).write_text(text, encoding="utf-8")
result = PFResult(ok=True, command="annotation export", version=PF_VERSION, data={"path": output_path})
else:
if json_output:
print(text)
else:
result = PFResult(ok=True, command="annotation export", version=PF_VERSION, data={"text": text})
return _emit(result, json_output)
except Exception as exc:
result = PFResult(
ok=False, command="annotation export", version=PF_VERSION,
error=PFError(code="EXPORT_FAILED", message=str(exc)),
)
return _emit(result, json_output)
def _cmd_status(vault, args, json_output):
db_path = _db_path(vault)
data = {
"db_exists": db_path.exists(),
"db_path": str(db_path),
}
if db_path.exists():
conn = _db_conn(vault)
try:
count = conn.execute("SELECT COUNT(*) as cnt FROM annotations WHERE deleted_at IS NULL").fetchone()["cnt"]
schema_ver = get_schema_version(conn)
data["annotation_count"] = count
data["schema_version"] = schema_ver
finally:
conn.close()
result = PFResult(ok=True, command="annotation status", version=PF_VERSION, data=data)
return _emit(result, json_output)
def _cmd_cache_refresh(vault, args, json_output):
_write_cache(vault)
result = PFResult(ok=True, command="annotation cache-refresh", version=PF_VERSION, data={"refreshed": True})
return _emit(result, json_output)

View file

@ -5,7 +5,6 @@ import { describe, it, expect } from 'vitest';
import {
classifyError,
buildRuntimeInstallCommand,
parseRuntimeStatus,
} from "../src/services/python-bridge";
@ -57,28 +56,6 @@ describe('classifyError', () => {
});
});
describe('buildRuntimeInstallCommand', () => {
it('constructs correct URL with version tag', () => {
const result = buildRuntimeInstallCommand('python', '1.4.17rc3');
expect(result.cmd).toBe('python');
expect(result.url).toBe('git+https://github.com/LLLin000/PaperForge.git@1.4.17rc3');
expect(result.args).toContain('-m');
expect(result.args).toContain('pip');
expect(result.args).toContain('install');
expect(result.args).toContain('--upgrade');
});
it('includes extraArgs when provided', () => {
const result = buildRuntimeInstallCommand('python', '1.4.17rc3', ['-3']);
expect(result.args[0]).toBe('-3');
});
it('timeout is 120000', () => {
const result = buildRuntimeInstallCommand('python', '1.4.17rc3');
expect(result.timeout).toBe(120000);
});
});
describe('parseRuntimeStatus', () => {
it('returns ok with version on success', () => {
const result = parseRuntimeStatus(null, '1.4.17rc3\n', '');

View file

@ -1,25 +0,0 @@
import { describe, expect, test } from 'vitest';
import { getDisclosureState, toggleDisclosureState } from "../src/utils/disclosure";
describe('feature panel disclosure state', () => {
test('defaults vector config panel to expanded when no state exists', () => {
expect(getDisclosureState({}, 'vectorConfig', false)).toBe(false);
});
test('persists collapsed state in the shared panel store', () => {
const store = {};
expect(toggleDisclosureState(store, 'vectorConfig', false)).toBe(true);
expect(store.vectorConfig).toBe(true);
expect(getDisclosureState(store, 'vectorConfig', false)).toBe(true);
});
test('reopens panel from stored collapsed state', () => {
const store = { vectorConfig: true };
expect(toggleDisclosureState(store, 'vectorConfig', false)).toBe(false);
expect(store.vectorConfig).toBe(false);
expect(getDisclosureState(store, 'vectorConfig', false)).toBe(false);
});
});

View file

@ -1,9 +0,0 @@
import { describe, expect, it } from 'vitest';
import { shouldRenderVectorReady } from "../src/services/memory-state";
describe('shouldRenderVectorReady', () => {
it('keeps vector advanced UI visible while build status text is temporarily null', () => {
expect(shouldRenderVectorReady(true, null)).toBe(true);
});
});

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# Annotation Schema v1 (Independent, not v3)
> Note: While PaperForge's memory layer is at schema v2, annotation schema starts at v1 independently.
## DB Location
```
<vault>/System/PaperForge/indexes/annotations.db
```
## Schema Version Management
```python
ANNOTATIONS_SCHEMA_VERSION = 1
def get_annotations_schema_version(conn):
try:
row = conn.execute("SELECT value FROM meta WHERE key = 'schema_version'").fetchone()
return int(row["value"]) if row else 0
except sqlite3.OperationalError:
return 0
def ensure_annotations_schema(conn):
stored = get_annotations_schema_version(conn)
if stored == 0:
_create_annotations_schema(conn)
conn.execute("INSERT OR REPLACE INTO meta (key, value) VALUES ('schema_version', '1')")
conn.commit()
elif stored < ANNOTATIONS_SCHEMA_VERSION:
_migrate_annotations_schema(conn, stored)
```
## Full DDL
See `reports/03-paperforge-schema-design.md` for complete DDL.
### Tables
| Table | Purpose |
|-------|---------|
| `meta` | Schema version, last import timestamp, stats |
| `annotations` | Main annotation data |
| `annotations_fts` | FTS5 virtual table for full-text search |
| `sync_queue` | Pending write-back operations (future) |
### Indexes
```sql
idx_annotations_paper — paper_id
idx_annotations_type — type
idx_annotations_sync_state — sync_state
idx_annotations_source — source
idx_annotations_page — (paper_id, page_index)
idx_annotations_zotero_key — zotero_key
idx_annotations_deleted — partial index on deleted_at IS NOT NULL
```
## Migration Strategy (Future)
| Version | Changes |
|---------|---------|
| 1 (MVP) | Initial schema as designed |
| 2 | Web API write-back support: add `api_response_json`, `last_push_attempt` columns |
| 3 | Group library support: add `zotero_group_id` column |
## Cross-DB Note
Annotations DB is independent from paperforge.db. To correlate:
```python
# Get all annotations for a paper
def get_paper_annotations(ann_conn, paper_zotero_key):
return ann_conn.execute(
"SELECT * FROM annotations WHERE paper_id = ? AND deleted_at IS NULL ORDER BY sort_index",
(paper_zotero_key,)
).fetchall()
```

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# Annotation Service API Design
> Python service layer for annotation operations.
## Module: `paperforge/annotation/__init__.py`
```python
"""
PaperForge Annotation Layer.
Read-only Zotero SQLite parsing → annotations.db cache → CLI commands → Obsidian overlay.
"""
```
## Module: `paperforge/annotation/probe.py`
```python
class ZoteroAnnotationProbe:
"""Read-only probe into Zotero SQLite for annotations."""
def __init__(self, zotero_db_path: Path):
self.zotero_db_path = zotero_db_path
def copy_to_temp(self) -> Path:
"""Copy zotero.sqlite to temp file. Returns temp path."""
def open_readonly(self, db_path: Path) -> sqlite3.Connection:
"""Open SQLite in read-only mode (URI mode=ro)."""
def fetch_annotations(self, conn, paper_key: str = "", limit: int = 100) -> list[dict]:
"""Fetch annotations with parent attachment info."""
def fetch_tags_for_annotations(self, conn, item_ids: list[int]) -> dict[int, list[str]]:
"""Fetch tags for annotation items."""
def probe(self, limit: int = 20) -> dict:
"""Full probe: schema check → fetch → return unified JSON."""
```
## Module: `paperforge/annotation/db.py`
```python
class AnnotationDB:
"""Management of annotations.db."""
def __init__(self, vault: Path):
self.vault = vault
self.db_path = vault / "System" / "PaperForge" / "indexes" / "annotations.db"
def get_connection(self, read_only: bool = False) -> sqlite3.Connection:
"""Open connection with WAL mode."""
def ensure_schema(self):
"""Create tables if not exist, migrate if needed."""
def integrity_check(self) -> bool:
"""PRAGMA integrity_check."""
def get_stats(self) -> dict:
"""Return count by type, source, sync_state."""
```
## Module: `paperforge/annotation/import_annotations.py`
```python
def import_from_zotero(
vault: Path,
zotero_db_path: Path | None = None,
paper_key: str = "",
dry_run: bool = False,
) -> dict:
"""Import annotations from Zotero SQLite into annotations.db.
Steps:
1. Detect/copy Zotero SQLite
2. Open read-only connection
3. Fetch annotations (optionally filtered by paper_key)
4. For each annotation:
a. Check if already imported (by zotero_key + source_version)
b. If new: INSERT with sync_state='zotero_synced', is_readonly=1
c. If updated: UPDATE with new position/comment/text, bump version
d. If deleted: soft delete (set deleted_at)
5. Commit
6. Return import stats
"""
```
## Module: `paperforge/annotation/export.py`
```python
def export_json(ann_conn, paper_key: str) -> str:
"""Export annotations for a paper as pretty JSON."""
def export_markdown(ann_conn, paper_key: str, paper_title: str) -> str:
"""Export annotations as formatted Markdown."""
```
## CLI: `paperforge/commands/annotation.py`
```python
def run(args) -> int:
"""Dispatch annotation subcommands."""
if args.annotation_action == "import":
return _cmd_import(args)
elif args.annotation_action == "list":
return _cmd_list(args)
elif args.annotation_action == "create":
return _cmd_create(args)
elif args.annotation_action == "patch":
return _cmd_patch(args)
elif args.annotation_action == "delete":
return _cmd_delete(args)
elif args.annotation_action == "export":
return _cmd_export(args)
elif args.annotation_action == "status":
return _cmd_status(args)
```
## JSON Output Contract
All commands support `--json` flag. Output envelope:
```json
{
"ok": true,
"command": "annotation <subcommand>",
"data": {
"paper_id": "ABCD1234",
"annotations": [...],
"count": 15
},
"meta": {
"db_path": "/path/to/annotations.db",
"elapsed_ms": 123
}
}
```
Error envelope:
```json
{
"ok": false,
"command": "annotation <subcommand>",
"error": {
"code": "ZOTERO_DB_NOT_FOUND",
"message": "Zotero SQLite not found at /path/to/zotero.sqlite"
}
}
```

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# Plugin Overlay Adapter Design
> Obsidian plugin side of the annotation overlay system.
## Module Structure
```
plugin/src/
├── main.ts ← extended: add annotation commands
├── pdf-overlay/
│ ├── patch-pdf-viewer.ts ← monkey-around patches
│ ├── overlay-layer.ts ← overlay DOM management
│ ├── rect-renderer.ts ← rect placement + colors
│ ├── selection-handler.ts ← text selection → annotation
│ ├── popover.ts ← annotation popover
│ ├── annotation-fetcher.ts ← execFile bridge
│ └── types.ts ← interfaces
└── testable.js ← extended
```
## Patch Sequence (in `patch-pdf-viewer.ts`)
```typescript
import { around } from 'monkey-around';
import { Plugin } from 'obsidian';
export function patchPDFViewer(plugin: Plugin): boolean {
// Step 1: Get PDFView constructor
const pdfLeaves = plugin.app.workspace.getLeavesOfType('pdf');
if (!pdfLeaves.length) return false;
const pdfView = pdfLeaves[0].view as any;
const PDFViewerChildProto = pdfView.constructor.prototype;
// Step 2: Patch loadFile to inject annotation overlay
plugin.register(around(PDFViewerChildProto, {
loadFile(old: Function) {
return function (this: any, file: any) {
const result = old.call(this, file);
initOverlayForFile(this, file);
return result;
};
}
}));
// Step 3: Patch load to register event listeners
plugin.register(around(PDFViewerChildProto, {
load(old: Function) {
return function (this: any) {
const result = old.call(this);
registerOverlayEvents(this);
return result;
};
},
unload(old: Function) {
return function (this: any) {
cleanupOverlay(this);
return old.call(this);
};
}
}));
return true;
}
```
## Overlay Layer Management (in `overlay-layer.ts`)
```typescript
export class OverlayLayerManager {
private pageLayers: Map<number, HTMLElement> = new Map();
getOrCreateLayer(pageView: any): HTMLElement {
const pageDiv = pageView.div;
let layer = pageDiv.querySelector('div.pf-annotation-overlay') as HTMLElement;
if (!layer) {
layer = pageDiv.createDiv('pf-annotation-overlay');
window.pdfjsLib.setLayerDimensions(layer, pageView.viewport);
}
return layer;
}
clearPage(pageNumber: number): void {
const layer = this.pageLayers.get(pageNumber);
if (layer) layer.empty();
}
clearAll(): void {
this.pageLayers.forEach(layer => layer.empty());
this.pageLayers.clear();
}
}
```
## Rect Renderer (in `rect-renderer.ts`)
```typescript
export interface AnnotationRect {
id: string;
type: 'highlight' | 'underline' | 'note';
rect: [number, number, number, number]; // PDF coords [left, bottom, right, top]
color: string;
comment?: string;
isReadonly: boolean;
}
export class RectRenderer {
render(rects: AnnotationRect[], pageView: any, layer: HTMLElement): void {
const viewport = pageView.viewport;
const [pageX, pageY, pageX2, pageY2] = viewport.viewBox;
const pageW = pageX2 - pageX;
const pageH = pageY2 - pageY;
for (const ann of rects) {
const [left, bottom, right, top] = ann.rect;
const mirrored = window.pdfjsLib.Util.normalizeRect([
left, pageY2 - bottom + pageY,
right, pageY2 - top + pageY
]);
const el = layer.createDiv('pf-annotation-rect');
el.dataset.annotationId = ann.id;
el.dataset.type = ann.type;
el.setCssStyles({
left: `${100 * (mirrored[0] - pageX) / pageW}%`,
top: `${100 * (mirrored[1] - pageY) / pageH}%`,
width: `${100 * (mirrored[2] - mirrored[0]) / pageW}%`,
height: `${100 * (mirrored[3] - mirrored[1]) / pageH}%`,
});
if (ann.type === 'highlight') {
el.style.background = hexToRgba(ann.color, 0.25);
} else if (ann.type === 'underline') {
el.style.borderBottom = `2px solid ${ann.color}`;
} else if (ann.type === 'note') {
el.style.background = hexToRgba(ann.color, 0.15);
el.style.border = `1px solid ${ann.color}`;
}
if (ann.isReadonly) {
el.classList.add('pf-annotation-readonly');
}
}
}
}
function hexToRgba(hex: string, alpha: number): string {
const r = parseInt(hex.slice(1, 3), 16);
const g = parseInt(hex.slice(3, 5), 16);
const b = parseInt(hex.slice(5, 7), 16);
return `rgba(${r}, ${g}, ${b}, ${alpha})`;
}
```
## Selection Handler (in `selection-handler.ts`)
```typescript
export class SelectionHandler {
private pendingButton: HTMLElement | null = null;
handleSelection(pageView: any): void {
const selection = window.getSelection();
if (!selection || selection.isCollapsed) {
this.removePendingButton();
return;
}
const range = selection.getRangeAt(0);
const textLayer = pageView.textLayer;
if (!textLayer) return;
// Determine page index and selected rects
const pageNumber = pageView.id;
const selectedText = selection.toString().trim();
if (!selectedText) return;
// Show floating "Add Highlight" button
this.showAddButton(pageView, range, selectedText);
}
private async addAnnotation(pageView: any, selectedText: string, rects: number[][]): Promise<void> {
const sortIndex = this.buildSortIndex(pageView.id, 0, 0);
const position = {
pageIndex: pageView.id - 1,
rects: rects.map(r => [r[0], r[1], r[2], r[3]]),
};
// execFile → paperforge annotation create
const result = await createAnnotation({
paperKey: currentPaperKey,
type: 'highlight',
pageIndex: pageView.id - 1,
selectedText,
color: '#ffd400',
position,
sortIndex,
});
// Optimistic add to overlay
renderSingleAnnotation(result, pageView);
}
}
```
## Popover (in `popover.ts`)
```typescript
export class AnnotationPopover {
private popoverEl: HTMLElement | null = null;
show(annotation: Annotation, rect: DOMRect, pageView: any): void {
this.dismiss();
this.popoverEl = pageView.div.createDiv('pf-annotation-popover');
this.popoverEl.setCssStyles({
position: 'absolute',
left: `${rect.left}px`,
top: `${rect.bottom + 8}px`,
});
this.popoverEl.createDiv('pf-popover-header', (el) => {
el.setText(annotation.type.toUpperCase());
el.style.color = annotation.color;
});
if (annotation.selectedText) {
this.popoverEl.createDiv('pf-popover-text', el => el.setText(`"${annotation.selectedText.slice(0, 100)}..."`));
}
if (annotation.comment) {
this.popoverEl.createDiv('pf-popover-comment', el => el.setText(annotation.comment));
}
if (!annotation.isReadonly) {
const actions = this.popoverEl.createDiv('pf-popover-actions');
actions.createEl('button', { text: 'Edit' }, (btn) => {
btn.onclick = () => this.enableEdit(annotation, pageView);
});
actions.createEl('button', { text: 'Delete' }, (btn) => {
btn.onclick = () => this.deleteAnnotation(annotation.id, pageView);
});
} else {
this.popoverEl.createDiv('pf-popover-readonly', el => {
el.setText('🔒 Zotero annotation (read-only in PaperForge)');
});
}
}
dismiss(): void {
this.popoverEl?.remove();
this.popoverEl = null;
}
}
```
## execFile Bridge (in `annotation-fetcher.ts`)
```typescript
import { execFile } from 'child_process';
let currentPaperKey: string = '';
export async function fetchAnnotations(vaultPath: string, pythonExe: string, paperKey: string): Promise<Annotation[]> {
currentPaperKey = paperKey;
return runAnnotationCommand(vaultPath, pythonExe, ['list', paperKey, '--json']);
}
export async function createAnnotation(vaultPath: string, pythonExe: string, data: CreatePayload): Promise<Annotation> {
const args = [
'create',
'--paper', data.paperKey,
'--type', data.type,
'--page-index', String(data.pageIndex),
'--selected-text', data.selectedText || '',
'--comment', data.comment || '',
'--color', data.color || '#ffd400',
'--position', JSON.stringify(data.position),
'--sort-index', data.sortIndex,
'--json',
];
return runAnnotationCommand(vaultPath, pythonExe, args);
}
async function runAnnotationCommand(vaultPath: string, pythonExe: string, args: string[]): Promise<any> {
return new Promise((resolve, reject) => {
execFile(
pythonExe,
['-m', 'paperforge', 'annotation', ...args],
{ cwd: vaultPath, timeout: 15000 },
(err, stdout) => {
if (err) {
reject(new Error(`Annotation command failed: ${err.message}`));
return;
}
const result = JSON.parse(stdout);
if (!result.ok) {
reject(new Error(result.error?.message || 'Annotation command failed'));
return;
}
resolve(result.data);
}
);
});
}
```
## CSS Styles (to add to `styles.css`)
```css
/* Annotation overlay layer */
.pf-annotation-overlay {
position: absolute;
top: 0;
left: 0;
right: 0;
bottom: 0;
pointer-events: none;
z-index: 10;
}
/* Individual annotation rect */
.pf-annotation-rect {
position: absolute;
pointer-events: auto;
cursor: pointer;
border-radius: 2px;
transition: opacity 0.15s ease;
}
.pf-annotation-rect:hover {
opacity: 0.6;
}
.pf-annotation-readonly {
cursor: default;
}
.pf-annotation-readonly::after {
content: '🔒';
position: absolute;
top: -8px;
right: -8px;
font-size: 10px;
opacity: 0.5;
}
/* Popover */
.pf-annotation-popover {
position: fixed;
z-index: 1000;
background: var(--background-primary);
border: 1px solid var(--background-modifier-border);
border-radius: 8px;
padding: 12px;
min-width: 200px;
max-width: 400px;
box-shadow: var(--shadow-l);
font-size: var(--font-small);
}
.pf-popover-header {
font-weight: bold;
font-size: var(--font-smaller);
margin-bottom: 8px;
}
.pf-popover-text {
font-style: italic;
color: var(--text-muted);
margin-bottom: 6px;
padding: 4px 8px;
border-left: 2px solid var(--background-modifier-border);
}
.pf-popover-comment {
margin-bottom: 8px;
white-space: pre-wrap;
}
.pf-popover-actions {
display: flex;
gap: 8px;
justify-content: flex-end;
}
.pf-popover-readonly {
color: var(--text-faint);
font-size: var(--font-smallest);
text-align: center;
padding: 4px;
}
/* Dark mode adjustments */
.theme-dark .pf-annotation-rect {
opacity: 0.7;
}

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# Executive Summary — PaperForge PDF Annotation Layer
> ROBCO INDUSTRIES (TM) TERMLINK REPORT
> Status: RESEARCH COMPLETE | DESIGN READY
## The 10 Key Questions Answered
### 1. ZotFlow 哪些设计值得 PaperForge 借鉴?
- **AnnotationJSON schema** — ZotFlow 的 `AnnotationJSON` 接口id, type, position, sortIndex, color, comment, text, tags 等字段)是经过 production 验证的 Zotero 兼容模型
- **Sync conflict resolution** — 字段级别 diff + version-based optimistic locking + 三种 conflict actionkeep-local / accept-remote / mark-conflict
- **LiquidJS template pipeline** — 模板驱动的 source note 生成可直接复用
- **Dexie/IndexedDB 缓存模式** — 在 Python 端可用 SQLite 等价实现设计思路一致syncStatus 追踪、全 raw payload 存储)
### 2. ZotFlow 哪些部分太重PaperForge 应该避免?
- **内嵌 Zotero reader iframe** — 整个 reader/ 子模块Zotero PDF.js + Penpal + Comlink约 2/3 的代码量
- **CodeMirror 6 扩展** — 可编辑区域、锁、comments、citation suggest 等 O(N) 级别的 editor 集成
- **React UI 组件** — TreeViewreact-arborist、Activity Center、settings tab 等
- **完整的自适应同步引擎** — 42,918 行的 sync.ts涵盖双向 pull/push、冲突检测、批量重试等对只读场景完全不需要
### 3. 本地解析 Zotero SQLite 是否足够支持只读 annotation sync
**完全足够。** 所有 annotation 数据存储在 `itemAnnotations` 表 + `items` 表 + `tags` 表 + `itemTags` 表,通过 standard SQL JOIN 可获取全部字段type, text, comment, color, pageLabel, sortIndex, position JSON, tags, dateModified
Zotero 官方文档明确标注 SQLite 可以被外部工具只读提取。
注意点Zotero 运行时 SQLite 有缓存层,必须先 COPY DB 到临时目录再读,避免锁和不一致。
### 4. Zotero annotation 到 PaperForge annotation 的字段映射
| Zotero 字段 | PaperForge 字段 | 说明 |
| ------------------------- | ------------------ | --------------------------------- |
| `itemAnnotations.type` | `type` | 1→highlight, 2→note, 3→image... |
| `items.key` | `zotero_key` | 8 字符 base32 key |
| `itemAnnotations.text` | `selected_text` | 仅 highlight/underline 有值 |
| `itemAnnotations.comment` | `comment` | 所有类型都可能含 comment |
| `itemAnnotations.color` | `color` | Hex 色号,如 #ffd400 |
| `itemAnnotations.pageLabel`| `page_label` | 标页码字符串 |
| `itemAnnotations.sortIndex`| `sort_index` | 格式化零填充排序索引 |
| `itemAnnotations.position` | `position_json` | 原始 JSON 字符串,含 rects/paths |
| `itemTags → tags.name` | `tags_json` | JSON 数组 |
| `items.dateModified` | `source_modified_at` | ISO 8601 |
### 5. PaperForge 是否应该修改现有 paperforge.db schema
**不应该。** Annotation 是用户数据,现有 `drop_all_tables()` 会在 memory rebuild 时无差别删除。
**决策:独立 `annotations.db`**,与 `paperforge.db` 并列存放。两者通过 `zotero_key` 关联。rebuild memory layer 时 annotations.db 完全不受影响。
### 6. Annotation 表应该如何避免被 memory rebuild 删除?
采用独立 DB + 独立 schema version 管理:
```
paperforge/indexes/
├── paperforge.db ← memory layer (schema v2, 可 rebuild)
├── annotations.db ← annotation layer (schema v1, 独立管理)
├── formal-library.json ← canonical index
├── memory-runtime-state.json
└── vector-runtime-state.json
```
`annotations.db` 有自己的 `meta` 表记录 `schema_version`,由 annotation CLI 命令独立管理 migration。
### 7. Obsidian PDF overlay 第一版是否可行?
**可行。** PDF++2095 stars已验证了 monkey-patching 路线的可行性。核心机制:
1. 用 `monkey-around` 库的 `around()` 函数 patch `PDFViewerChild.prototype`
2. 在每个 `div.page` 内创建 overlay layer div
3. 用 `window.pdfjsLib.setLayerDimensions()` 对齐坐标空间
4. 用百分比 CSS 定位实现缩放无关渲染
5. 监听 `textlayerrendered` / `annotationlayerrendered` 事件触发重绘
### 8. 是否需要自建 PDF.js reader
**不需要** 且 **不推荐**。Obsidian 内置了 PDF.js通过 `loadPdfJs()` 可从 plugin 访问ZotFlow 的自建 reader iframe 是其最重的部分。PaperForge 应该直接 hook 原生 PDF viewer仅在需要 overlay 的页面上添加 DOM 层。
### 9. 第一版是否应该写回 Zotero
**架构层面设计写回,但 v1 不实现。** 推荐 hybrid 路线:
- **读路径**:本地 SQLite 只读解析(快、离线、零配置)
- **写路径**:通过 Zotero Web API 写回安全、version 乐观锁、官方支持)
- **v1**:本地 SQLite 读取 + 本地 annotations.db 编辑,`sync_state` = `local` / `pending_push`
- **v2**:实现 Web API push`sync_state` = `zotero_synced`
schema 从第一天就包含 `sync_state`、`source`、`source_version` 等字段,为写回预留。
### 10. 最推荐的 MVP 开发路线是什么?
```
Phase 1 (1 周): DB + CLI
annotations.db schema
paperforge annotation import (Zotero SQLite read-only)
paperforge annotation list/patch/delete
独立 schema version 管理sync_state 预留
Phase 2 (1-2 周): Plugin Overlay
monkey-patch PDF viewer
render highlight/underline/note rects
selection → create annotation
click → edit popover
Zotero annotations show as read-only (lock icon)
PaperForge local annotations are editable
Phase 3 (后续): Web API Write-back
Web API 客户端 (zotero-api-client 封装)
sync queue → pending_push → API push
冲突检测与手动解决
```

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# ZotFlow Architecture Analysis
> Status: COMPLETE | Repo: duanxianpi/obsidian-zotflow v1.0.9 | License: AGPL-3.0
## Architecture Overview
ZotFlow 采用 **Main Thread + Web Worker + Reader Iframe** 三层架构:
```
Obsidian Main Thread
├── Plugin (main.ts)
│ ├── WorkerBridge (Comlink) ←→ Web Worker
│ ├── ZoteroReaderView (Penpal) ←→ Reader Iframe (zotero/reader)
│ ├── LocalReaderView (vault files)
│ ├── NoteEditorView
│ └── TreeView (React + react-arborist)
├── Services (main-thread)
│ ├── ServiceLocator
│ ├── IndexService (zotero_key → file path from frontmatter)
│ ├── ViewStateService
│ ├── CitationService
│ └── EventBus / TaskMonitor / LogService / NotificationService
└── Ui Components
├── reader/view.ts / bridge.ts / local-view.ts
├── tree-view/ (React)
├── activity-center/ (React modal)
├── editor/ (CodeMirror 6 extensions)
└── modals/
```
```
Web Worker (worker.ts)
├── ZoteroService (zotero-api-client wrapper)
├── SyncService (42,918 bytes — bidirectional sync engine)
├── AnnotationService (CRUD + diff)
├── LibraryService (per-library permissions)
├── AttachmentService (download + cache from API/WebDAV)
├── TemplateService (LiquidJS rendering)
├── NoteService (source note generation)
├── ConflictService (field-level diff + resolve)
├── IndexedDB (Dexie) — local cache for all Zotero data
└── PDFProcessWorker (nested PDF.js worker for export/import)
```
## Communication Protocols
| Boundary | Protocol | Mechanism |
|----------|----------|-----------|
| Main ↔ Worker | Comlink | Proxy-based RPC, `Comlink.wrap<WorkerAPI>()` |
| Main ↔ Reader Iframe | Penpal | WindowMessenger, structured clone |
| Worker ↔ PDF.js Worker | postMessage | Promise-based request/response |
## Annotation Data Flow
### Read Path (Zotero → Plugin → Iframe)
```
Zotero API → Worker SyncService → IndexedDB (items table)
→ Plugin.annotationService.getAnnotations()
→ getAnnotationJson() (db/annotation.ts)
→ AnnotationJSON[] → ZoteroReaderView
→ IframeBridge.initReader({ annotations })
→ AnnotationManager.setAnnotations() → render overlays
```
### Write Path (Iframe → Plugin → Zotero)
```
User creates annotation in reader iframe
→ annotationsSaved event (Penpal)
→ ZoteroReaderView.handleAnnotationsSaved()
→ WorkerBridge.annotation.saveAnnotations()
→ AnnotationService.saveAnnotations()
→ diff with existing (annotationDataDiff)
→ upsert IndexedDB items (syncStatus = "created"/"updated")
→ trigger source note re-render (debounced)
→ Next push cycle: SyncService.pushDirtyItems()
→ Zotero API (version-based optimistic locking)
```
## Key Technical Decisions
### Why Web API instead of SQLite?
- Full bidirectional sync requires version management
- SQLite write would bypass Zotero's validation + sync state
- Web API supports group libraries, conflict detection
### Local Cache
- Dexie/IndexedDB with schema migration (v1→v2→v3)
- `syncStatus` tracking per item: synced / created / updated / deleted / ignore / conflict
- Raw API response stored in `raw` field for field-level diff
### Reader Embedding
- Git submodule to `zotero/reader`
- Built via webpack, inlined as blob URLs
- Modified Zotero reader engine with Obsidian theme integration
- Iframe sandbox restricted to `allow-scripts allow-same-origin allow-forms`
## What PaperForge Should Borrow
1. **AnnotationJSON schema** — well-designed, Zotero-compatible data model
2. **Conflict resolution model** — field-level diff with keep-local / accept-remote
3. **LiquidJS template pipeline** — if PaperForge wants template-driven notes
4. **SyncStatus pattern** — clean state machine for sync tracking
## What PaperForge Should NOT Borrow
1. **Embedded reader iframe** — too heavy, PaperForge should hook native PDF viewer
2. **CodeMirror 6 extensions** — Obsidian-specific, PaperForge doesn't do real-time editing
3. **React UI components** — PaperForge's plugin is minimal (ribbon icons + status bar)
4. **Full bidirectional sync engine** — PaperForge is read-first, write-limited

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```mermaid
graph TB
subgraph "Zotero Cloud"
ZAPI[Zotero Web API]
ZStorage[Zotero File Storage]
end
subgraph "Web Worker"
direction TB
Sync[SyncService]
Annotation[AnnotationService]
IDB[(IndexedDB\nDexie)]
Tpl[TemplateService\nLiquidJS]
Attach[AttachmentService]
PDFW[PDF Process Worker]
Conflict[ConflictService]
end
subgraph "Main Thread (Obsidian Plugin)"
direction TB
WB[WorkerBridge\nComlink]
Plugin[ZotFlow Plugin]
RB[ReaderBridge\nPenpal]
CM6[CodeMirror 6\nExtensions]
Tree[Tree View\nReact]
Activity[Activity Center]
end
subgraph "Reader Iframe"
direction TB
Reader[Zotero Reader Engine]
AM[Annotation Manager]
PDFJS[PDF.js]
end
subgraph "Obsidian Vault"
SN[Source Notes\n.md]
ZF[.zf.json Sidecar\nfor local files]
end
ZAPI -->|"REST API\nversion-based"| Sync
ZStorage -->|"File download"| Attach
Sync --> IDB
IDB --> Annotation
Annotation -->|"getAnnotations()"| WB
Annotation -->|"saveAnnotations()"| Tpl
Tpl --> SN
Attach -->|"Blob"| WB
WB <--> Plugin
Plugin --> RB
RB -->|"initReader(data)"| Reader
Reader --> PDFJS
Reader --> AM
AM -->|"annotationsSaved"| RB
AM -->|"annotationsDeleted"| RB
WB <-->|"extractExternalAnnotations"| PDFW
Plugin --> CM6
Plugin --> Tree
Plugin --> Activity
Plugin -->|"LocalReader"| ZF
style ZAPI fill:#f9f,stroke:#333,stroke-width:2px
style IDB fill:#bbf,stroke:#333,stroke-width:2px
style Reader fill:#bfb,stroke:#333,stroke-width:2px
```

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# Zotero Annotation SQLite Schema Report
> Status: COMPLETE | Source: zotero/zotero (main branch)
## Table: itemAnnotations
```sql
CREATE TABLE itemAnnotations (
itemID INTEGER PRIMARY KEY,
parentItemID INT NOT NULL,
type INTEGER NOT NULL,
authorName TEXT,
text TEXT,
comment TEXT,
color TEXT,
pageLabel TEXT,
sortIndex TEXT NOT NULL,
position TEXT NOT NULL,
isExternal INT NOT NULL,
FOREIGN KEY (itemID) REFERENCES items(itemID) ON DELETE CASCADE,
FOREIGN KEY (parentItemID) REFERENCES itemAttachments(itemID)
);
CREATE INDEX itemAnnotations_parentItemID ON itemAnnotations(parentItemID);
```
## Annotation Type Mapping
| Integer | String | Description |
|---------|-------------|----------------------|
| 1 | `highlight` | Text highlight |
| 2 | `note` | Sticky note |
| 3 | `image` | Image region capture |
| 4 | `ink` | Freehand drawing |
| 5 | `underline` | Text underline |
| 6 | `text` | Text box (resizable) |
Source: `chrome/content/zotero/xpcom/annotations.js`
```javascript
Zotero.Annotations.ANNOTATION_TYPE_HIGHLIGHT = 1;
Zotero.Annotations.ANNOTATION_TYPE_NOTE = 2;
Zotero.Annotations.ANNOTATION_TYPE_IMAGE = 3;
Zotero.Annotations.ANNOTATION_TYPE_INK = 4;
Zotero.Annotations.ANNOTATION_TYPE_UNDERLINE = 5;
Zotero.Annotations.ANNOTATION_TYPE_TEXT = 6;
```
## Position JSON Structures
### Highlight / Underline / Note / Text (type 1, 2, 5, 6)
```json
{
"pageIndex": 1,
"rects": [
[231.284, 402.126, 293.107, 410.142],
[54.222, 392.164, 293.107, 400.18]
]
}
```
Each rect: `[left, top, right, bottom]` in PDF points (1/72 inch), origin bottom-left.
### Image (type 3)
```json
{
"pageIndex": 123,
"rects": [[314.4, 412.8, 556.2, 609.6]],
"width": 400,
"height": 200
}
```
### Ink (type 4)
```json
{
"pageIndex": 1,
"width": 2,
"paths": [
[x0, y0, x1, y1, x2, y2, ...],
[x3, y3, x4, y4, ...]
]
}
```
## Key Fields
| Column | Type | Notes |
|-------------------|----------|-----------------------------------------------|
| `text` | TEXT | Extracted text for highlight/underline only |
| `comment` | TEXT | User's annotation note (may contain HTML) |
| `color` | TEXT | Hex color, e.g. `#ffd400` (default yellow) |
| `pageLabel` | TEXT | Page label string, e.g. "15", "XVI" |
| `sortIndex` | TEXT | Zero-padded: `"<page:05d>|<rect:06d>|<char:05d>"` |
| `position` | TEXT | JSON string (can be up to 65KB before split) |
| `isExternal` | INT | 1 = embedded PDF annotation (read-only) |
## Relationship Traversal
```sql
-- Get all annotations for a paper (top-level item)
SELECT
ia.itemID,
ia.type,
ia.text,
ia.comment,
ia.color,
ia.pageLabel,
ia.sortIndex,
ia.position,
ia.isExternal,
i.key AS annotation_key,
i.dateModified,
i.libraryID,
att.path AS attachment_path,
att.key AS attachment_key,
att.linkMode AS attachment_link_mode
FROM items paper
JOIN items att ON att.parentItemID = paper.itemID
AND att.itemTypeID = (SELECT itemTypeID FROM itemTypes WHERE typeName = 'attachment')
JOIN itemAnnotations ia ON ia.parentItemID = att.itemID
JOIN items i ON i.itemID = ia.itemID
WHERE paper.key = ?;
-- Get tags for annotations
SELECT
i.key AS annotation_key,
t.name AS tag_name
FROM items i
JOIN itemTags it ON it.itemID = i.itemID
JOIN tags t ON t.tagID = it.tagID
WHERE i.key IN (?);
```
## Annotation Color Presets
Source: `zotero/reader/src/common/defines.js`
```javascript
const ANNOTATION_COLORS = [
['yellow', '#ffd400'],
['red', '#ff6666'],
['green', '#5fb236'],
['blue', '#2ea8e5'],
['purple', '#a28ae5'],
['magenta', '#e56eee'],
['orange', '#f19837'],
['gray', '#aaaaaa'],
];
```
## Position Size Limit
`ANNOTATION_POSITION_MAX_SIZE = 65000` bytes. Annotations whose serialized `position` JSON exceeds this are split into multiple annotation items (by rect or path segment).
## Important: Read-Only Access Only
Zotero documentation explicitly warns:
> "access to the SQLite database should be done only in a read-only manner. Modifying the database while Zotero is running can easily result in a corrupted database."
PaperForge must:
1. COPY `zotero.sqlite` to a temp path before reading (if Zotero is running)
2. Never write to any Zotero SQLite table
3. Never assume schema stability across Zotero versions

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# PaperForge Annotation Schema Integration Design
> Status: DESIGN COMPLETE | Schema Version: v1 (independent)
## Decision: Independent annotations.db
Annotation data will live in a **separate SQLite database** (`annotations.db`) co-located with `paperforge.db`:
```
<vault>/System/PaperForge/indexes/
├── paperforge.db ← Memory Layer (rebuildable)
├── annotations.db ← Annotation Layer (never dropped)
├── formal-library.json
└── runtime-state*.json
```
### Rationale
| Concern | Solution |
|---------|----------|
| `drop_all_tables()` would destroy user data | Separate DB is immune to rebuild |
| Schema version coupling | Independent schema version management |
| Rebuild frequency | Memory rebuild is frequent, annotations should persist |
| Backup granularity | Users may want to backup annotations independently |
| Concurrent access | Annotations can be written while memory is being rebuilt |
## Schema: annotations.db
```sql
-- Schema version management
CREATE TABLE IF NOT EXISTS meta (
key TEXT PRIMARY KEY,
value TEXT NOT NULL
);
-- Main annotation table
CREATE TABLE IF NOT EXISTS annotations (
id TEXT PRIMARY KEY, -- UUID for local, zotero_key for imported
-- Paper association (via zotero_key)
paper_id TEXT NOT NULL,
-- Zotero source tracking
zotero_library_id INTEGER,
zotero_item_id INTEGER,
zotero_key TEXT DEFAULT '',
zotero_attachment_key TEXT DEFAULT '',
-- PDF tracking
pdf_path TEXT DEFAULT '',
pdf_hash TEXT DEFAULT '',
-- Annotation data
type TEXT NOT NULL, -- highlight|underline|note|image|ink|text
page_index INTEGER, -- 0-based
page_label TEXT DEFAULT '',
selected_text TEXT DEFAULT '',
comment TEXT DEFAULT '',
color TEXT DEFAULT '', -- hex: #ffd400
sort_index TEXT DEFAULT '',
-- Position data
position_json TEXT DEFAULT '{}',
selector_json TEXT DEFAULT '{}', -- for EPUB/web annotations (future)
-- Tags
tags_json TEXT DEFAULT '[]',
-- Sync state (from Zotero or local)
source TEXT NOT NULL DEFAULT 'paperforge', -- paperforge|zotero_db|pdf_embedded|imported_json
source_key TEXT DEFAULT '', -- original key in source system
source_version INTEGER, -- Zotero version number
source_modified_at TEXT DEFAULT '', -- ISO 8601 from Zotero
sync_state TEXT NOT NULL DEFAULT 'local', -- local|zotero_synced|zotero_remote_changed|local_modified|conflict|pending_push
is_readonly INTEGER NOT NULL DEFAULT 0, -- 1 = Zotero-sourced, not editable
-- Metadata
created_at TEXT NOT NULL,
updated_at TEXT NOT NULL,
deleted_at TEXT, -- soft delete
FOREIGN KEY (paper_id) REFERENCES papers(zotero_key) -- conceptual, not enforced cross-DB
);
-- Indexes
CREATE INDEX IF NOT EXISTS idx_annotations_paper ON annotations(paper_id);
CREATE INDEX IF NOT EXISTS idx_annotations_type ON annotations(type);
CREATE INDEX IF NOT EXISTS idx_annotations_sync_state ON annotations(sync_state);
CREATE INDEX IF NOT EXISTS idx_annotations_source ON annotations(source);
CREATE INDEX IF NOT EXISTS idx_annotations_page ON annotations(paper_id, page_index);
CREATE INDEX IF NOT EXISTS idx_annotations_zotero_key ON annotations(zotero_key);
CREATE INDEX IF NOT EXISTS idx_annotations_deleted ON annotations(deleted_at) WHERE deleted_at IS NOT NULL;
-- FTS5 full-text search on annotation text and comments
CREATE VIRTUAL TABLE IF NOT EXISTS annotations_fts USING fts5(
paper_id,
selected_text,
comment,
tags_json,
content='annotations',
content_rowid='rowid'
);
-- Triggers to keep FTS in sync
CREATE TRIGGER IF NOT EXISTS annotations_ai AFTER INSERT ON annotations BEGIN
INSERT INTO annotations_fts(rowid, paper_id, selected_text, comment, tags_json)
VALUES (new.rowid, new.paper_id, new.selected_text, new.comment, new.tags_json);
END;
CREATE TRIGGER IF NOT EXISTS annotations_ad AFTER DELETE ON annotations BEGIN
INSERT INTO annotations_fts(annotations_fts, rowid, paper_id, selected_text, comment, tags_json)
VALUES ('delete', old.rowid, old.paper_id, old.selected_text, old.comment, old.tags_json);
END;
CREATE TRIGGER IF NOT EXISTS annotations_au AFTER UPDATE ON annotations BEGIN
INSERT INTO annotations_fts(annotations_fts, rowid, paper_id, selected_text, comment, tags_json)
VALUES ('delete', old.rowid, old.paper_id, old.selected_text, old.comment, old.tags_json);
INSERT INTO annotations_fts(rowid, paper_id, selected_text, comment, tags_json)
VALUES (new.rowid, new.paper_id, new.selected_text, new.comment, new.tags_json);
END;
-- Sync queue for pending write-back operations
CREATE TABLE IF NOT EXISTS sync_queue (
id INTEGER PRIMARY KEY AUTOINCREMENT,
annotation_id TEXT NOT NULL,
operation TEXT NOT NULL, -- create|update|delete
payload_json TEXT NOT NULL,
retry_count INTEGER DEFAULT 0,
last_error TEXT,
created_at TEXT NOT NULL,
FOREIGN KEY (annotation_id) REFERENCES annotations(id)
);
CREATE INDEX IF NOT EXISTS idx_sync_queue_pending ON sync_queue(annotation_id, operation)
WHERE retry_count < 3;
```
## Sync State Machine
```
┌─────────────┐
│ local │ ← PaperForge-native annotation (no Zotero source)
└──────┬──────┘
┌──────▼──────┐
│ pending_push│ ← local edit pending Zotero API push
└──────┬──────┘
┌──────▼──────┐
│zotero_synced│ ← successfully pushed to Zotero
└──────┬──────┘
┌────────────┼────────────┐
│ │ │
┌────────▼───┐ ┌──────▼──────┐ ┌──▼─────────┐
│local_modif.│ │remote_change│ │ conflict │
│ (push) │ │ (re-pull) │ │ (manual fix)│
└────────────┘ └─────────────┘ └─────────────┘
```
## How to Avoid Rebuild Conflict
```python
# In memory/builder.py build_from_index():
# DO NOT drop annotations.db tables
# Only operate on paperforge.db tables
ANNOTATIONS_DB = "annotations.db" # managed separately
def build_from_index(vault: Path) -> dict:
# ... existing code touches paperforge.db only ...
# annotations.db is never dropped
```
## Cross-DB Join Pattern
Since annotations and papers are in separate databases, queries that need both do a two-step lookup:
```python
# Step 1: Get paper
paper = lookup_paper(conn_paperforge, query)
# Step 2: Get annotations for that paper
annotations = conn_annotations.execute(
"SELECT * FROM annotations WHERE paper_id = ? AND deleted_at IS NULL ORDER BY sort_index",
(paper["zotero_key"],)
).fetchall()
```

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# Obsidian PDF Overlay Feasibility Analysis
> Status: FEASIBLE | Reference: PDF++ (RyotaUshio/obsidian-pdf-plus)
## Verdict
**Technically feasible** via monkey-patching Obsidian's private PDF viewer internals. PDF++ (2095 stars, 254 releases) has proven this approach works. However, there is **no public Obsidian API** for PDF viewing — every hook is reverse-engineered.
## The Alternative: Why Not Build A Custom PDF View?
| Approach | Pros | Cons |
|----------|------|------|
| Monkey-patch native viewer | Seamless UX, reuse native features | Fragile, requires version-gating |
| Custom view type + loadPdfJs() | Stable API, full control | User loses native PDF features, UX fragmentation |
**User chose: monkey-patch native viewer.**
## How PDF++ Patches the PDF Viewer
### Core Patcher: `monkey-around`
```typescript
import { around } from 'monkey-around';
export const patchPDFInternals = (plugin: Plugin): boolean => {
plugin.register(around(PDFViewerChild.prototype, {
load(old) {
return function () {
// Plugin initialization here
old.call(this);
};
},
loadFile(old) {
return function (file: TFile) {
old.call(this, file);
// Create visualizer, register event listeners
};
}
}));
};
```
### Patch Chain
```
patchWorkspace() → WorkspaceLeaf openLinkText
patchPDFView() → PDFView.prototype (getState, setState, onLoadFile)
patchPDFInternals() → PDFViewerComponent, PDFViewerChild, ObsidianViewer
patchPDFInternalFromPDFEmbed() → PDF embeds
patchBacklink() → backlink pane
```
## DOM Structure of Obsidian's PDF Viewer
```
div.pdf-viewer-container
div.pdf-viewer
div.page[data-page-number="1"]
canvas.canvasWrapper
canvas ← rendered PDF canvas
div.textLayer
span.textLayerNode[data-idx]
div.annotationLayer
section[data-annotation-id]
div.custom-overlay-layer ← PaperForge injects here
div.annotation-highlight
div.page[data-page-number="2"]...
```
## Key Obsidian Internal Classes
| Class | How to Access |
|-------|---------------|
| `PDFView` | `leaf.view` on 'pdf' type leaf |
| `PDFViewerComponent` | `pdfView.viewer` |
| `PDFViewerChild` | `viewerComponent.child` |
| `ObsidianViewer` | `child.pdfViewer` |
| `PDFPageView` | `pdfViewer.getPageView(n)` |
| `EventBus` | `child.pdfViewer.eventBus` |
All obtained via:
```typescript
const pdfLeaves = app.workspace.getLeavesOfType('pdf');
const pdfView = pdfLeaves[0].view as any;
```
## Events to Listen To
| Event | When to Rerender |
|-------|------------------|
| `textlayerrendered` | Page text layer ready, safe to render text-based annotations |
| `annotationlayerrendered` | Page annotation layer ready |
| `pagerendered` | Page canvas rendered |
| `pagechanging` | Current page changed |
| `scalechanged` | Zoom level changed |
| `pagesloaded` | All pages loaded |
```typescript
child.pdfViewer.eventBus.on('textlayerrendered', (data) => {
const pageView = data.source; // PDFPageView
renderAnnotationsForPage(pageView, annotationsForPage(pageView.id));
});
```
## Coordinate Transformation
### PDF → Overlay Position
```typescript
function placeAnnotationRect(rect: number[], pageView: PDFPageView) {
const viewport = pageView.viewport;
const [left, bottom, right, top] = rect;
// Mirror Y axis (PDF origin is bottom-left, screen is top-left)
const mirrored = window.pdfjsLib.Util.normalizeRect([
left,
viewport.viewBox[3] - bottom + viewport.viewBox[1],
right,
viewport.viewBox[3] - top + viewport.viewBox[1]
]);
// Create overlay layer per page
const pageDiv = pageView.div;
let layer = pageDiv.querySelector('div.pf-annotation-overlay');
if (!layer) {
layer = pageDiv.createDiv('pf-annotation-overlay');
window.pdfjsLib.setLayerDimensions(layer, pageView.viewport);
}
// Place rect with percentage positioning (zoom-independent)
const pageW = viewport.viewBox[2] - viewport.viewBox[0];
const pageH = viewport.viewBox[3] - viewport.viewBox[1];
const el = createDiv('pf-annotation-rect');
el.setCssStyles({
left: `${100 * (mirrored[0] - viewport.viewBox[0]) / pageW}%`,
top: `${100 * (mirrored[1] - viewport.viewBox[1]) / pageH}%`,
width: `${100 * (mirrored[2] - mirrored[0]) / pageW}%`,
height: `${100 * (mirrored[3] - mirrored[1]) / pageH}%`,
background: `rgba(255, 212, 0, 0.25)`,
});
layer.appendChild(el);
}
```
## Selection → Annotation
```typescript
function getSelectionRect(pageView: PDFPageView): Rect[] | null {
const selection = window.getSelection();
if (!selection || selection.isCollapsed) return null;
const textLayer = pageView.textLayer;
if (!textLayer) return null;
// Iterate through text layer nodes to find selected range
// Extract PDF coordinates from text content items
// Returns array of [left, top, right, bottom] rects
}
```
## Dark Mode Handling
```css
.theme-light .pf-annotation-highlight {
background: rgba(255, 212, 0, 0.25);
}
.theme-dark .pf-annotation-highlight {
background: rgba(255, 200, 0, 0.2);
}
.theme-light .pf-annotation-underline {
border-bottom: 2px solid #ff6666;
}
.theme-dark .pf-annotation-underline {
border-bottom: 2px solid #ff8888;
}
```
Listen for theme changes:
```typescript
app.workspace.on('css-change', () => {
const isDark = document.body.classList.contains('theme-dark');
// Re-render with appropriate colors
});
```
## Getting Current PDF Path
```typescript
const activeLeaf = app.workspace.activeLeaf;
if (activeLeaf?.view?.file?.extension === 'pdf') {
const pdfFile: TFile = activeLeaf.view.file;
const path = pdfFile.path; // e.g. "Resources/Literature/domain/paper.pdf"
}
```
## Risk Assessment
| Risk | Mitigation |
|------|------------|
| Obsidian version breakage | `requireApiVersion()` checks; version-gate patches |
| PDF.js version changes | PDF++ handles v1.7.7 vs v1.8.0 diffs (ObsidianViewer class vs factory) |
| Conflicts with other plugins | Document known incompatibilities; avoid patching same methods |
| Performance with 500+ annotations | Cache rects per annotation ID; debounce rerender; requestAnimationFrame |
| Mobile support | Check `Platform.isDesktopApp`; degrade gracefully |
## Recommended Libraries
| Library | Purpose |
|---------|---------|
| `monkey-around` | Prototype patching (PDF++ proven) |
| `obsidian` (built-in) | Plugin API, TFile, Workspace, loadPdfJs() |
No additional PDF.js bundling needed — Obsidian provides it natively.

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# MVP Implementation Plan
> 2-3 weeks total | Phase 1: DB+CLI (1 week) | Phase 2: Plugin Overlay (1-2 weeks)
## File Structure
### New Python Modules
```
paperforge/
├── annotation/ ← NEW: annotation package
│ ├── __init__.py
│ ├── probe.py ← Zotero SQLite read-only parser
│ ├── db.py ← annotations.db connection + schema
│ ├── schema.py ← annotations.db DDL + migration
│ ├── import_annotations.py ← import pipeline (Zotero → annotations.db)
│ └── export.py ← JSON / annotated PDF export
├── commands/
│ ├── annotation.py ← `paperforge annotation` CLI
│ └── ...
├── memory/
│ └── ... ← unchanged (paperforge.db untouched)
└── services/
└── sync_service.py ← unchanged
```
### New TS Modules (Obsidian Plugin)
```
paperforge/plugin/src/
├── main.ts ← patched: add ribbon/cmd for annotation overlay
├── pdf-overlay/
│ ├── patch-pdf-viewer.ts ← monkey-around patches
│ ├── overlay-layer.ts ← overlay DOM management per page
│ ├── rect-renderer.ts ← rect placement + color theming
│ ├── selection-handler.ts ← text selection → annotation
│ ├── popover.ts ← click annotation → edit comment/color
│ ├── annotation-fetcher.ts ← execFile → paperforge annotation list
│ └── types.ts ← shared interfaces
└── testable.js ← extend
```
## New CLI Commands
```bash
# Import annotations from Zotero SQLite
paperforge annotation import
[--zotero-db PATH] # override auto-detected Zotero data dir
[--copy-db] # copy zotero.sqlite to temp before reading
[--paper KEY] # specific paper only
[--dry-run] # preview without writing
[--json]
# List annotations for a paper
paperforge annotation list
<paper_key> # zotero_key of the paper
[--page N] # filter by page
[--type TYPE] # filter by type
[--json]
[--limit N]
# Create a local annotation
paperforge annotation create
--paper KEY
--type TYPE
--page-index N
[--page-label TEXT]
[--selected-text TEXT]
[--comment TEXT]
[--color HEX]
[--position JSON]
[--sort-index TEXT]
[--json]
# Update annotation
paperforge annotation patch
<annotation_id>
[--comment TEXT]
[--color HEX]
[--json]
# Soft delete annotation
paperforge annotation delete
<annotation_id>
[--hard] # permanent delete
[--json]
# Export annotations
paperforge annotation export
<paper_key>
[--format json|markdown] # default: json
[--output PATH]
[--json]
# Check annotation DB status
paperforge annotation status
[--json]
```
## New DB Table (annotations.db)
See `reports/03-paperforge-schema-design.md` for full schema.
Key decisions:
- `sync_state` includes `pending_push` from day 1, even though v1 won't push
- `sync_queue` table is pre-defined for future Web API push
- FTS5 on `selected_text` + `comment` + `tags_json`
- Soft delete via `deleted_at`
## API Routes (for Plugin execFile interaction)
```
→ paperforge annotation list <key> --json
← {
"ok": true,
"data": {
"paper_id": "ABCD1234",
"annotations": [
{ id, type, page_index, selected_text, comment, color, position_json, ... }
],
"count": 15
}
}
→ paperforge annotation create --paper KEY --type highlight --page-index 3 --json
← {
"ok": true,
"data": { "id": "uuid-here", ... }
}
```
## Plugin ↔ Python Interaction
```typescript
// In annotation-fetcher.ts
import { execFile } from 'child_process';
async function fetchAnnotations(paperKey: string): Promise<Annotation[]> {
const result = await runSubprocess(
pythonExe,
['-m', 'paperforge', 'annotation', 'list', paperKey, '--json'],
vaultPath,
30000
);
return JSON.parse(result.stdout).data.annotations;
}
async function createAnnotation(paperKey: string, data: CreateAnnotationPayload): Promise<Annotation> {
const args = [
'-m', 'paperforge', 'annotation', 'create',
'--paper', paperKey,
'--type', data.type,
'--page-index', String(data.pageIndex),
'--selected-text', data.selectedText || '',
'--comment', data.comment || '',
'--color', data.color || '#ffd400',
'--position', JSON.stringify(data.position),
'--sort-index', data.sortIndex,
'--json'
];
const result = await runSubprocess(pythonExe, args, vaultPath, 10000);
return JSON.parse(result.stdout).data;
}
```
## UI Interaction Flow
```
1. User opens PDF in Obsidian (native PDF viewer)
2. Plugin patches PDFViewerChild.loadFile() → fetches annotations from annotations.db
3. Plugin renders overlay rects on each page
4. User sees highlights/underlines/notes on PDF
User creates annotation:
1. Select text in PDF (native text selection works)
2. Plugin detects selection, shows "Add highlight" floating button
3. User clicks → execFile → paperforge annotation create
4. Plugin receives new annotation → adds to overlay immediately (optimistic)
User views annotation:
1. Hover over highlight → tooltip shows comment
2. Click → popover shows full annotation details
3. If is_readonly=1 → show lock icon, no edit buttons
4. If is_readonly=0 → show edit/delete buttons
User edits annotation:
1. Click edit in popover → inline textarea
2. Save → execFile → paperforge annotation patch
3. Plugin updates overlay
Zotero annotations:
- Imported with is_readonly=1, sync_state='zotero_synced'
- Displayed with lock icon
- First version: user reads them in PDF, cannot edit
```
## Not In MVP
| Feature | Reason |
|---------|--------|
| Zotero Web API write-back | Requires API key management, rate limiting, conflict UI |
| PDF file export with embedded annotations | Complex PDF manipulation, post-MVP |
| Ink annotation editing | Zotero's ink rendering is complex |
| EPUB annotation | Different position model (CSS selector) |
| Group library support | Zotero SQLite has different path resolution for groups |
| Multi-device sync | Out of scope for first version |
| Template-driven annotation notes | ZotFlow's feature, good but not required |
## Testing Strategy
### Python Tests
```bash
# Unit tests for annotation DB
python -m pytest tests/unit/test_annotation_db.py -v
# Integration test: probe Zotero SQLite
python experiments/zotero_annotation_probe.py --zotero-db fixtures/test_zotero.sqlite --limit 10
# CLI tests
python -m pytest tests/cli/test_annotation_commands.py -v
```
### JS Tests
```bash
# Unit tests for overlay components (no Obsidian dependency)
cd paperforge/plugin && npx vitest run
# Test: annotation-fetcher mock responses
# Test: coordinate transformation
# Test: rect placement logic
```
### Fixtures
```bash
fixtures/
├── test_zotero.sqlite ← minimal Zotero SQLite with 1 paper + annotations
├── sample_annotations.json ← known-good annotation JSON
└── sample_annotation_probe.json ← expected probe output
```
## Risk & Mitigation
| Risk | Likelihood | Impact | Mitigation |
|------|-----------|--------|------------|
| Zotero SQLite schema changes | Low | High | Schema version check; fail gracefully with clear error |
| Zotero running locks DB | Medium | Medium | Copy to temp before reading; detect lock errors |
| Obsidian PDF viewer internal API changes | High | Medium | version-gate patches; plugin auto-disables on major version mismatch |
| Monkey-patching conflicts with PDF++/other plugins | Medium | Low | Document conflicts; PaperForge checks for other patchers |
| Large annotations (500+) performance | Low | Medium | Rects merged per page; debounced rerender; cache computed positions |

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# Risk & License Review
## License Compatibility
| Component | License | Usage | Compatible? |
|-----------|---------|-------|-------------|
| Zotero | AGPL-3.0 | SQLite schema reference, annotations.js implementation patterns | ✅ Read-only reference, no code copied |
| ZotFlow | AGPL-3.0 | Architecture inspiration, not code | ✅ Clean-room design |
| PDF++ | MIT | Overlay technique reference | ✅ MIT allows study/implementation |
| Obsidian | Proprietary | Plugin development | ✅ Plugin API is public |
| PaperForge | (Check LICENSE file) | This project | N/A |
## Technical Risks
### Risk 1: Zotero SQLite Schema Instability
- **Impact**: Schema changes could break annotation import
- **Mitigation**: Version check on Zotero schema; probe script validates detected schema; clear error message if schema is unknown
- **Detection**: Compare detected table columns against known schema version
### Risk 2: Obsidian PDF Viewer Internal API Breakage
- **Impact**: Monkey-patching breaks after Obsidian update
- **Mitigation**:
- `requireApiVersion()` checks before applying patches
- Graceful degradation (no crash if patch fails)
- Each patch independently try-caught
- Alert user if annotation overlay cannot initialize
- **Historical context**: PDF++ has survived 254 releases across 2 years, proving the approach is viable
### Risk 3: Concurrent Zotero SQLite Access
- **Impact**: Reading zotero.sqlite while Zotero is running may get stale data or SQLITE_BUSY
- **Mitigation**:
- Default behavior: copy zotero.sqlite to temp directory before reading
- SQLITE_BUSY detection with retry
- Clear warning in documentation about closing Zotero before import
### Risk 4: Performance with Large Annotation Sets
- **Impact**: 500+ annotations on a single paper could cause slow overlay rendering
- **Mitigation**:
- Rects merged per page, not per annotation
- Only render annotations for visible pages
- Debounce rerender during scroll/zoom
- Cache computed overlay DOM elements
### Risk 5: Plugin Conflict with PDF++
- **Impact**: Both plugins patch the same PDF viewer methods
- **Detection**: Check for `window.PDFPlus` or `document.querySelector('.pdf-plus-*')` at init
- **Mitigation**:
- Document that PaperForge's annotation overlay is incompatible with PDF++ highlights
- Disable overlay if PDF++ detected, fall back to panel-only mode
## Operational Risks
| Risk | Impact | Mitigation |
|------|--------|------------|
| User accidentaly deletes annotations | Data loss | Soft delete by default; export/backup command |
| Corrupted annotations.db | Data loss | WAL mode; integrity_check on startup; backup before migration |
| Zotero upgrade changes SQLite path | Import fails | ZOTERO_DATA_DIR env var; auto-detect from registry/macOS paths |
| Very large position JSON (>65KB) | Truncation risk | Zotero splits annotations >65KB; handle both split and unsplit cases |
## Security Considerations
- **No credential exposure**: Local SQLite reading requires no API keys
- **No network dependency**: Phase 1 is fully offline
- **Future Web API keys**: Will use Obsidian SecretStorage (like ZotFlow), never data.json
- **SQL injection**: All SQL queries use parameterized statements

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# Final Recommendation
> PaperForge PDF Annotation Layer — Architecture & MVP
## Summary
After comprehensive research across ZotFlow, Zotero source code, and Obsidian PDF plugin ecosystem, the recommendation is clear:
**Build a lightweight annotation layer using local Zotero SQLite read-only parsing, cached in a dedicated annotations.db, displayed via monkey-patched PDF viewer overlays in Obsidian, with write-back architecture designed from day one but implemented in Phase 3.**
## Why This Approach
### 1. ZotFlow is too heavy; PaperForge should not replicate it
ZotFlow's bidirectional sync engine (42,918 lines), embedded reader iframe (entire `zotero/reader` submodule), CodeMirror 6 extensions, React UI, Comlink/Penpal communication — 80% of ZotFlow's code is specific to being a full Zotero-in-Obsidian replacement. PaperForge needs only annotation display and lightweight sync.
### 2. Local SQLite reading is sufficient for v1, ideal for v1
All annotation data is available in Zotero's `zotero.sqlite`, fully documented. Read access is explicitly permitted by Zotero's documentation. The read path is:
- Copy DB → temp → parse → annotations.db
### 3. Hybrid read/write architecture is the right long-term design
- **Read**: Local SQLite (fast, offline, zero config)
- **Write**: Zotero Web API (safe, versioned, official)
- **schema includes `sync_state = pending_push` from day one**
### 4. Custom overlay via monkey-patching is the right UX choice
Users chose "direct monkey-patch" over alternatives. PDF++ has proven this is sustainable despite private API dependency.
## Recommended Development Order
```
Phase 1 (1 week): annotations.db + CLI import/list/patch/delete
Phase 2 (1-2 weeks): Obsidian PDF overlay (show + create + edit)
Phase 3 (post-MVP): Zotero Web API write-back
```
## Key Numbers
| Metric | Value |
|--------|-------|
| New Python files | ~6 (annotation/ package) |
| New TS files | ~7 (pdf-overlay/ directory) |
| New CLI commands | 6 (import, list, create, patch, delete, export, status) |
| New DB | 1 (annotations.db, independent schema) |
| DB migrations planned | schema v1 (MVP), v2 (Web API write-back) |
| Estimated development time | 2-3 weeks for MVP |
| Risk level | Medium (Obsidian API stability) |
## What Was NOT Recommended
| Approach | Why Rejected |
|----------|-------------|
| Full ZotFlow bidirectional sync | Over-engineered for PaperForge's needs |
| Custom PDF.js reader iframe | Heavy, UX fragmentation, Obsidian already has PDF.js |
| Annotator-style markdown storage | Fragile, not AI-queryable, hard to maintain |
| Dedicated PDF annotation service | Overkill; local SQLite + CLI is sufficient for v1 |
| Read-only only (no write-back design) | User explicitly requested write-back be designed from start |
## Final Assessment
PaperForge's Annotation Layer is **well-scoped for MVP delivery in 2-3 weeks**. The architecture is clean, the risks are manageable, and the design accounts for future write-back without over-engineering the first version. The key dependency — Obsidian's private PDF viewer API — is a managed risk that PDF++ has successfully navigated for 2+ years.

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from pathlib import Path
from paperforge.commands.dashboard import _dashboard_from_db
def test_dashboard_from_db_uses_configured_system_dir(tmp_path: Path) -> None:
(tmp_path / "paperforge.json").write_text(
'{"vault_config": {"system_dir": "02_文献管理/System"}}',
encoding="utf-8",
)
db_path = tmp_path / "02_文献管理" / "System" / "PaperForge" / "indexes" / "paperforge.db"
db_path.parent.mkdir(parents=True)
import sqlite3
conn = sqlite3.connect(str(db_path))
conn.execute(
"CREATE TABLE papers (domain TEXT, has_pdf INTEGER, ocr_status TEXT)"
)
conn.execute(
"INSERT INTO papers(domain, has_pdf, ocr_status) VALUES (?, ?, ?)",
("Sports", 1, "done"),
)
conn.commit()
conn.close()
data = _dashboard_from_db(tmp_path)
assert data is not None
assert data["stats"]["papers"] == 1

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@ -1,133 +0,0 @@
"""Test compatibility: ld_deep uses shared resolver for path construction."""
from __future__ import annotations
import json
import sys
from importlib.util import module_from_spec, spec_from_file_location
from pathlib import Path
import pytest
# Pre-load ld_deep so its functions are available
_REPO_ROOT = Path(__file__).parent.parent
_ld_spec = spec_from_file_location(
"ld_deep",
_REPO_ROOT / "paperforge" / "skills" / "literature-qa" / "scripts" / "ld_deep.py",
)
_ld_mod = module_from_spec(_ld_spec)
sys.modules["ld_deep"] = _ld_mod
_ld_spec.loader.exec_module(_ld_mod)
@pytest.fixture
def tmp_vault(tmp_path: Path) -> Path:
"""Create a minimal PaperForge vault for testing."""
system = tmp_path / "99_System"
paperforge = system / "PaperForge"
(paperforge / "exports").mkdir(parents=True)
(paperforge / "ocr").mkdir(parents=True)
resources = tmp_path / "03_Resources"
resources / "Literature"
control = resources / "LiteratureControl"
(control / "library-records").mkdir(parents=True)
pf_json = tmp_path / "paperforge.json"
pf_json.write_text(
json.dumps(
{
"version": "1.2.0",
"vault_config": {
"system_dir": "99_System",
"resources_dir": "03_Resources",
"literature_dir": "Literature",
"control_dir": "LiteratureControl",
"base_dir": "05_Bases",
"skill_dir": ".opencode/skills",
},
},
ensure_ascii=False,
),
encoding="utf-8",
)
return tmp_path
class TestDeepLoadVaultConfig:
"""Test ld_deep._load_vault_config matches shared resolver."""
def test_load_vault_config_keys(self, tmp_vault: Path) -> None:
"""_load_vault_config returns same keys as shared resolver."""
import ld_deep
from paperforge.config import load_vault_config as shared_load
shared_cfg = shared_load(tmp_vault)
ld_cfg = ld_deep._load_vault_config(tmp_vault)
assert set(ld_cfg.keys()) == set(
shared_cfg.keys()
), f"Key mismatch: ld_deep={set(ld_cfg.keys())} vs shared={set(shared_cfg.keys())}"
for key in shared_cfg:
assert ld_cfg.get(key) == shared_cfg.get(
key
), f"Key '{key}' differs: ld_deep={ld_cfg.get(key)!r} vs shared={shared_cfg.get(key)!r}"
def test_env_override_respected(self, tmp_vault: Path, monkeypatch) -> None:
"""PAPERFORGE_SYSTEM_DIR env var is respected."""
import ld_deep
monkeypatch.setenv("PAPERFORGE_SYSTEM_DIR", "EnvOverride")
cfg = ld_deep._load_vault_config(tmp_vault)
assert cfg["system_dir"] == "EnvOverride"
class TestDeepPaperforgePaths:
"""Test ld_deep._paperforge_paths returns expected keys and values."""
def test_paperforge_paths_returns_expected_keys(self, tmp_vault: Path) -> None:
"""_paperforge_paths returns ocr, literature keys."""
import ld_deep
paths = ld_deep._paperforge_paths(tmp_vault)
for key in ["ocr", "literature"]:
assert key in paths, f"Missing expected key: {key}"
def test_paperforge_paths_values_match_shared_resolver(self, tmp_vault: Path) -> None:
"""Values for ocr, literature match paperforge_paths()."""
import ld_deep
from paperforge.config import paperforge_paths as shared_paths
shared = shared_paths(tmp_vault)
ld_paths = ld_deep._paperforge_paths(tmp_vault)
# ld_deep only exposes ocr, literature (records key was removed in v1.9)
assert ld_paths["ocr"] == shared["ocr"]
assert ld_paths["literature"] == shared["literature"]
def test_paperforge_paths_custom_paperforge_json(self, tmp_vault: Path) -> None:
"""_paperforge_paths works with custom paperforge.json."""
import ld_deep
paths = ld_deep._paperforge_paths(tmp_vault)
assert paths["ocr"].exists() or True # Just check key is populated
assert str(paths["ocr"]).endswith("99_System/PaperForge/ocr") or True
class TestDeepPrepareDeepReading:
"""Test prepare_deep_reading uses shared paths (integration check)."""
def test_prepare_deep_reading_accepts_vault(self, tmp_vault: Path) -> None:
"""prepare_deep_reading can be called with a vault Path."""
import ld_deep
# Should not raise - we're just checking it accepts the vault
result = ld_deep.prepare_deep_reading(tmp_vault, "NONEXISTENT_KEY_12345", force=True)
assert isinstance(result, dict)
assert "status" in result
# Status will be error since key doesn't exist, but function is callable
assert result["status"] in ("ok", "error")

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@ -1,103 +0,0 @@
"""Tests for postprocess_pass2 validation."""
import sys
from importlib.util import module_from_spec, spec_from_file_location
from pathlib import Path
_REPO_ROOT = Path(__file__).parent.parent
_ld_spec = spec_from_file_location(
"ld_deep",
_REPO_ROOT / "paperforge" / "skills" / "literature-qa" / "scripts" / "ld_deep.py",
)
_ld_mod = module_from_spec(_ld_spec)
sys.modules["ld_deep"] = _ld_mod
_ld_spec.loader.exec_module(_ld_mod)
from ld_deep import postprocess_pass2, FIGURE_SUBHEADINGS
def _make_note_with_figures(count_or_order):
"""Build a note with figure blocks in given order."""
if isinstance(count_or_order, int):
order = list(range(1, count_or_order + 1))
else:
order = count_or_order
parts = []
for n in order:
sub_parts = [f"> **{h}**\n> Content for {n}" for h in FIGURE_SUBHEADINGS]
block = (
f"\n> [!note]- Figure {n}: Test caption\n"
f"> ![[fig_{n}.png]]\n"
f">\n" +
"\n>\n".join(sub_parts) +
"\n"
)
parts.append(block)
return "\n".join(parts)
class TestPostprocessPass2:
def test_clean_note(self):
note = _make_note_with_figures(3)
errors = postprocess_pass2(note, figure_count=3)
assert errors == []
def test_out_of_order(self):
note = _make_note_with_figures([1, 3, 2])
errors = postprocess_pass2(note, figure_count=3)
assert any(e["type"] == "order" for e in errors)
def test_stray_image(self):
note = _make_note_with_figures(2) + "\n![[stray_image.png]]\n"
errors = postprocess_pass2(note, figure_count=2)
assert any(e["type"] == "image_bounds" for e in errors)
def test_empty_figure_block(self):
"""Figure with only sub-headings and no content between them."""
parts = []
for n in [1, 2]:
block = (
f"\n> [!note]- Figure {n}: Test caption\n"
f"> ![[fig_{n}.png]]\n"
f">\n"
+ "\n>\n".join([f"> **{h}**\n>" for h in FIGURE_SUBHEADINGS]) +
"\n"
)
parts.append(block)
note = "\n".join(parts)
errors = postprocess_pass2(note, figure_count=2)
assert any(e["type"] == "empty_block" for e in errors)
def test_missing_subheading(self):
"""Figure block missing '我的理解' sub-heading."""
sub = [h for h in FIGURE_SUBHEADINGS if h != "我的理解"]
sub_parts = [f"> **{h}**\n> Content" for h in sub]
note = (
"\n> [!note]- Figure 1: Test caption\n"
"> ![[fig_1.png]]\n"
">\n" +
"\n>\n".join(sub_parts) +
"\n"
)
errors = postprocess_pass2(note, figure_count=1)
assert any(e["type"] == "missing_subheading" for e in errors)
def test_duplicate_figure(self):
note = _make_note_with_figures([1, 2, 2])
errors = postprocess_pass2(note, figure_count=2)
assert any(e["type"] == "duplicate" for e in errors)
def test_missing_figure(self):
note = _make_note_with_figures([1, 2])
errors = postprocess_pass2(note, figure_count=3)
assert any(e["type"] == "missing" for e in errors)
def test_extra_figure(self):
note = _make_note_with_figures(3)
errors = postprocess_pass2(note, figure_count=2)
assert any(e["type"] == "extra" for e in errors)
def test_zero_figures(self):
note = "# Test\nNo figures here.\n"
errors = postprocess_pass2(note, figure_count=0)
assert errors == []

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"""Tests for skeleton rendering in ld_deep.py."""
import sys
from importlib.util import module_from_spec, spec_from_file_location
from pathlib import Path
_REPO_ROOT = Path(__file__).parent.parent
_ld_spec = spec_from_file_location(
"ld_deep",
_REPO_ROOT / "paperforge" / "skills" / "literature-qa" / "scripts" / "ld_deep.py",
)
_ld_mod = module_from_spec(_ld_spec)
sys.modules["ld_deep"] = _ld_mod
_ld_spec.loader.exec_module(_ld_mod)
from ld_deep import (
render_figure_block,
render_table_block,
FigureEntry,
TableEntry,
FIGURE_SUBHEADINGS,
TABLE_SUBHEADINGS,
)
class TestRenderFigureBlock:
def test_all_subheadings_present(self):
fig = FigureEntry(
number=1, title="Test", image_id="fig1",
image_link="path/img.png", page=3, caption="Test",
is_supplementary=False,
)
result = render_figure_block(fig)
for h in FIGURE_SUBHEADINGS:
assert f"> **{h}**" in result, f"Missing: {h}"
assert "> ![[path/img.png]]" in result
assert "> [!note]- Figure 1" in result
def test_image_inside_callout_block(self):
"""The image embed must be between the heading and the first sub-heading."""
fig = FigureEntry(
number=2, title="Test2", image_id="fig2",
image_link="img/test.png", page=5, caption="Test2",
is_supplementary=False,
)
result = render_figure_block(fig)
heading_end = result.index("> ![[img/test.png]]")
first_sub = result.index(f"> **{FIGURE_SUBHEADINGS[0]}**")
assert heading_end < first_sub, "Image must appear before first sub-heading"
def test_no_placeholder_text(self):
"""No '待补充' or '[?]' text in the rendered block."""
fig = FigureEntry(
number=3, title="Test3", image_id="fig3",
image_link="img/fig3.png", page=0, caption="Test3",
is_supplementary=False,
)
result = render_figure_block(fig)
assert "[?]" not in result
assert "待补充" not in result
class TestRenderTableBlock:
def test_all_subheadings_present(self):
table = TableEntry(
number=1, image_id="tab1",
image_link="path/table.png", page=4,
)
result = render_table_block(table)
for h in TABLE_SUBHEADINGS:
assert f"> **{h}**" in result, f"Missing: {h}"
assert "> ![[path/table.png]]" in result
assert "> [!note]- Table 1" in result

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@ -1,385 +0,0 @@
"""Tests for Zotero path normalization, main PDF identification, and wikilink generation.
Phase 11 Wave 4 Tests for:
- _normalize_attachment_path() (BBT path format normalization)
- _identify_main_pdf() (Main vs supplementary attachment selection)
- obsidian_wikilink_for_pdf() (Obsidian wikilink generation)
All tests mock zotero_dir and vault_dir no real Zotero installation required.
"""
from __future__ import annotations
import json
import sys
from pathlib import Path
REPO_ROOT = Path(__file__).resolve().parent.parent
if str(REPO_ROOT) not in sys.path:
sys.path.insert(0, str(REPO_ROOT))
from paperforge.worker.sync import (
_identify_main_pdf,
_normalize_attachment_path,
load_export_rows,
obsidian_wikilink_for_pdf,
)
# ---------------------------------------------------------------------------
# Test class: TestBBTPathNormalization
# ---------------------------------------------------------------------------
class TestBBTPathNormalization:
"""Tests for _normalize_attachment_path() with various BBT export formats."""
def test_absolute_windows_path(self) -> None:
"""Absolute Windows path pointing to Zotero storage is normalized to storage:KEY/filename."""
raw = r"D:\L\Med\Research\99_System\Zotero\storage\ABC12345\paper.pdf"
normalized, bbt_raw, key = _normalize_attachment_path(raw)
assert normalized == "storage:ABC12345/paper.pdf"
assert bbt_raw == raw
assert key == "ABC12345"
def test_storage_prefix_path(self) -> None:
"""Already-prefixed storage: path passes through with slash normalization."""
raw = "storage:ABC12345/paper.pdf"
normalized, bbt_raw, key = _normalize_attachment_path(raw)
assert normalized == "storage:ABC12345/paper.pdf"
assert bbt_raw == raw
assert key == "ABC12345"
def test_bare_relative_path(self) -> None:
"""Bare relative path KEY/filename gets storage: prefix prepended."""
raw = "ABC12345/paper.pdf"
normalized, bbt_raw, key = _normalize_attachment_path(raw)
assert normalized == "storage:ABC12345/paper.pdf"
assert bbt_raw == raw
assert key == "ABC12345"
def test_path_with_chinese_characters(self) -> None:
"""Chinese filenames are preserved without escaping or corruption."""
raw = r"D:\L\Med\Research\99_System\Zotero\storage\ABC12345\中文论文.pdf"
normalized, bbt_raw, key = _normalize_attachment_path(raw)
assert normalized == "storage:ABC12345/中文论文.pdf"
assert "中文论文" in normalized
assert key == "ABC12345"
def test_path_with_spaces(self) -> None:
"""Filenames containing spaces are handled correctly."""
raw = r"D:\L\Med\Research\99_System\Zotero\storage\ABC12345\paper with spaces.pdf"
normalized, bbt_raw, key = _normalize_attachment_path(raw)
assert normalized == "storage:ABC12345/paper with spaces.pdf"
assert key == "ABC12345"
def test_storage_prefix_with_backslashes(self) -> None:
"""storage: prefix with backslashes is normalized to forward slashes."""
raw = r"storage:ABC12345\subdir\paper.pdf"
normalized, _, key = _normalize_attachment_path(raw)
assert normalized == "storage:ABC12345/subdir/paper.pdf"
assert key == "ABC12345"
def test_empty_path(self) -> None:
"""Empty string returns empty tuple components."""
normalized, bbt_raw, key = _normalize_attachment_path("")
assert normalized == ""
assert bbt_raw == ""
assert key == ""
def test_absolute_non_storage_path(self) -> None:
"""Absolute path outside Zotero storage gets absolute: prefix."""
raw = r"D:\Downloads\random.pdf"
normalized, bbt_raw, key = _normalize_attachment_path(raw)
assert normalized.startswith("absolute:")
assert bbt_raw == raw
assert key == ""
# ---------------------------------------------------------------------------
# Test class: TestMainPdfIdentification
# ---------------------------------------------------------------------------
class TestMainPdfIdentification:
"""Tests for _identify_main_pdf() hybrid priority strategy."""
def test_title_pdf_primary(self) -> None:
"""Attachment with title exactly 'PDF' is selected as main."""
attachments = [
{"path": "storage:KEY/paper.pdf", "contentType": "application/pdf", "title": "PDF", "size": 1000},
{"path": "storage:KEY/supp.pdf", "contentType": "application/pdf", "title": "Supplementary", "size": 2000},
]
main, supplementary = _identify_main_pdf(attachments)
assert main is not None
assert main["title"] == "PDF"
assert len(supplementary) == 1
assert supplementary[0]["title"] == "Supplementary"
def test_fallback_largest_file(self) -> None:
"""When no title=='PDF', largest file by size is selected as main."""
attachments = [
{"path": "storage:KEY/small.pdf", "contentType": "application/pdf", "title": "Small", "size": 100},
{"path": "storage:KEY/large.pdf", "contentType": "application/pdf", "title": "Large", "size": 9999},
]
main, supplementary = _identify_main_pdf(attachments)
assert main is not None
assert main["title"] == "Large"
assert len(supplementary) == 1
def test_fallback_first_pdf(self) -> None:
"""When sizes are equal, first PDF in list is selected as main."""
attachments = [
{"path": "storage:KEY/first.pdf", "contentType": "application/pdf", "title": "First", "size": 100},
{"path": "storage:KEY/second.pdf", "contentType": "application/pdf", "title": "Second", "size": 100},
]
main, supplementary = _identify_main_pdf(attachments)
assert main is not None
assert main["title"] == "First"
assert len(supplementary) == 1
def test_no_pdf_attachments(self) -> None:
"""No PDF attachments returns (None, [])."""
attachments = [
{
"path": "storage:KEY/data.xlsx",
"contentType": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
"title": "Data",
"size": 100,
},
]
main, supplementary = _identify_main_pdf(attachments)
assert main is None
assert supplementary == []
def test_single_pdf_no_supplementary(self) -> None:
"""Single PDF attachment returns empty supplementary list."""
attachments = [
{"path": "storage:KEY/only.pdf", "contentType": "application/pdf", "title": "Only", "size": 1000},
]
main, supplementary = _identify_main_pdf(attachments)
assert main is not None
assert supplementary == []
def test_mixed_pdf_and_non_pdf(self) -> None:
"""Non-PDF attachments are ignored in main/supplementary selection."""
attachments = [
{"path": "storage:KEY/main.pdf", "contentType": "application/pdf", "title": "PDF", "size": 1000},
{"path": "storage:KEY/supp.pdf", "contentType": "application/pdf", "title": "Supp", "size": 500},
{"path": "storage:KEY/data.zip", "contentType": "application/zip", "title": "Data", "size": 200},
]
main, supplementary = _identify_main_pdf(attachments)
assert main is not None
assert main["title"] == "PDF"
assert len(supplementary) == 1
assert supplementary[0]["title"] == "Supp"
# ---------------------------------------------------------------------------
# Test class: TestWikilinkGeneration
# ---------------------------------------------------------------------------
class TestWikilinkGeneration:
"""Tests for obsidian_wikilink_for_pdf() wikilink generation."""
def test_basic_wikilink(self, tmp_path: Path) -> None:
"""storage:KEY/file.pdf resolves to [[system/Zotero/storage/KEY/file.pdf]]."""
vault_dir = tmp_path / "vault"
zotero_dir = vault_dir / "system" / "Zotero"
storage_dir = zotero_dir / "storage" / "KEY"
storage_dir.mkdir(parents=True)
pdf = storage_dir / "file.pdf"
pdf.write_text("PDF content")
result = obsidian_wikilink_for_pdf("storage:KEY/file.pdf", vault_dir, zotero_dir)
assert result == "[[system/Zotero/storage/KEY/file.pdf]]"
def test_junction_resolution(self, tmp_path: Path, monkeypatch) -> None:
"""Junction resolved before relative path computed."""
vault_dir = tmp_path / "vault"
zotero_dir = vault_dir / "system" / "Zotero"
storage_dir = zotero_dir / "storage" / "KEY"
storage_dir.mkdir(parents=True)
pdf = storage_dir / "file.pdf"
pdf.write_text("PDF content")
# Mock resolve_junction to simulate junction resolution
real_target = storage_dir / "file.pdf"
def mock_resolve_junction(path: Path) -> Path:
if "junction" in str(path).lower():
return real_target
return path
monkeypatch.setattr("paperforge.pdf_resolver.resolve_junction", mock_resolve_junction)
# Test with a path that would trigger junction resolution
result = obsidian_wikilink_for_pdf("storage:KEY/file.pdf", vault_dir, zotero_dir)
assert result.startswith("[[")
assert result.endswith("]]")
assert "/" in result
def test_forward_slashes(self, tmp_path: Path) -> None:
"""Output wikilink uses forward slashes, never backslashes."""
vault_dir = tmp_path / "vault"
zotero_dir = vault_dir / "system" / "Zotero"
storage_dir = zotero_dir / "storage" / "KEY"
storage_dir.mkdir(parents=True)
pdf = storage_dir / "file.pdf"
pdf.write_text("PDF content")
result = obsidian_wikilink_for_pdf("storage:KEY/file.pdf", vault_dir, zotero_dir)
assert "\\" not in result
assert "/" in result
def test_chinese_filename_wikilink(self, tmp_path: Path) -> None:
"""Chinese characters preserved in wikilink without escaping."""
vault_dir = tmp_path / "vault"
zotero_dir = vault_dir / "system" / "Zotero"
storage_dir = zotero_dir / "storage" / "KEY"
storage_dir.mkdir(parents=True)
pdf = storage_dir / "中文论文.pdf"
pdf.write_text("PDF content")
result = obsidian_wikilink_for_pdf("storage:KEY/中文论文.pdf", vault_dir, zotero_dir)
assert "中文论文" in result
assert result == "[[system/Zotero/storage/KEY/中文论文.pdf]]"
def test_empty_pdf_path(self, tmp_path: Path) -> None:
"""Empty pdf_path returns empty string."""
vault_dir = tmp_path / "vault"
zotero_dir = vault_dir / "system" / "Zotero"
zotero_dir.mkdir(parents=True)
result = obsidian_wikilink_for_pdf("", vault_dir, zotero_dir)
assert result == ""
def test_nonexistent_file(self, tmp_path: Path) -> None:
"""Non-existent file still returns wikilink with relative path."""
vault_dir = tmp_path / "vault"
zotero_dir = vault_dir / "system" / "Zotero"
zotero_dir.mkdir(parents=True)
result = obsidian_wikilink_for_pdf("storage:KEY/missing.pdf", vault_dir, zotero_dir)
# The file doesn't exist, but the path should still be converted to a wikilink
# Because the function resolves the path relative to vault
assert "[[" in result
assert "]]" in result
# ---------------------------------------------------------------------------
# Test class: TestLoadExportRowsIntegration
# ---------------------------------------------------------------------------
class TestLoadExportRowsIntegration:
"""Integration tests using fixture JSON files."""
def test_load_absolute_fixture(self, tmp_path: Path) -> None:
"""Load BBT export with absolute Windows paths — attachments normalized."""
fixture_path = REPO_ROOT / "tests" / "fixtures" / "bbt_export_absolute.json"
export_file = tmp_path / "library.json"
export_file.write_text(fixture_path.read_text(encoding="utf-8"), encoding="utf-8")
rows = load_export_rows(export_file)
assert len(rows) == 1
assert rows[0]["key"] == "ABC12345"
attachments = rows[0]["attachments"]
assert len(attachments) == 1
assert attachments[0]["path"] == "storage:ABC12345/Absolute Path Test Paper.pdf"
assert attachments[0]["bbt_path_raw"].startswith("D:")
assert rows[0]["zotero_storage_key"] == "ABC12345"
def test_load_storage_fixture(self, tmp_path: Path) -> None:
"""Load BBT export with storage: prefix — paths pass through."""
fixture_path = REPO_ROOT / "tests" / "fixtures" / "bbt_export_storage.json"
export_file = tmp_path / "library.json"
export_file.write_text(fixture_path.read_text(encoding="utf-8"), encoding="utf-8")
rows = load_export_rows(export_file)
assert len(rows) == 1
assert rows[0]["key"] == "STORAGE1"
attachments = rows[0]["attachments"]
assert attachments[0]["path"] == "storage:STORAGE1/Storage Prefix Test Paper.pdf"
def test_load_mixed_fixture(self, tmp_path: Path) -> None:
"""Load BBT export with mixed formats — all normalized correctly."""
fixture_path = REPO_ROOT / "tests" / "fixtures" / "bbt_export_mixed.json"
export_file = tmp_path / "library.json"
export_file.write_text(fixture_path.read_text(encoding="utf-8"), encoding="utf-8")
rows = load_export_rows(export_file)
assert len(rows) == 2
# First item: absolute Windows path
row0 = rows[0]
assert row0["key"] == "MIXED001"
assert row0["attachment_count"] == 3
# Main PDF should be the one with title="PDF"
assert row0["pdf_path"] == "storage:MIXED001/Mixed Formats Paper.pdf"
# supplementary should contain the other PDF
assert len(row0["supplementary"]) == 1
assert row0["supplementary"][0] == "storage:MIXED001/supplementary data.pdf"
# Second item: bare relative path
row1 = rows[1]
assert row1["key"] == "BARE002"
assert row1["pdf_path"] == "storage:BARE002/BARE002.pdf"
assert row1["supplementary"] == []
def test_mixed_fixture_path_error_none(self, tmp_path: Path) -> None:
"""Mixed fixture items with PDFs have no path_error."""
fixture_path = REPO_ROOT / "tests" / "fixtures" / "bbt_export_mixed.json"
export_file = tmp_path / "library.json"
export_file.write_text(fixture_path.read_text(encoding="utf-8"), encoding="utf-8")
rows = load_export_rows(export_file)
for row in rows:
assert row["path_error"] == ""
def test_no_attachments_path_error(self, tmp_path: Path) -> None:
"""Item with no attachments gets path_error='not_found'."""
export_data = {
"items": [
{
"key": "NOATTACH",
"itemKey": "NOATTACH",
"itemType": "journalArticle",
"title": "No Attachments",
"attachments": [],
}
],
"collections": {},
}
export_file = tmp_path / "library.json"
export_file.write_text(json.dumps(export_data), encoding="utf-8")
rows = load_export_rows(export_file)
assert len(rows) == 1
assert rows[0]["path_error"] == "not_found"
assert rows[0]["pdf_path"] == ""
assert rows[0]["attachment_count"] == 0

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@ -0,0 +1,69 @@
import sqlite3
from pathlib import Path
from paperforge.commands.annotation import _resolve_paper_key
from paperforge.embedding._chroma import get_vector_db_path
from paperforge.embedding.build_state import get_vector_build_state_path
from paperforge.setup.checker import SetupChecker
def test_resolve_paper_key_uses_configured_memory_db_path(tmp_path: Path) -> None:
(tmp_path / "paperforge.json").write_text(
'{"vault_config": {"system_dir": "02_文献管理/System"}}',
encoding="utf-8",
)
db_path = tmp_path / "02_文献管理" / "System" / "PaperForge" / "indexes" / "paperforge.db"
db_path.parent.mkdir(parents=True)
conn = sqlite3.connect(str(db_path))
conn.execute("CREATE TABLE papers (zotero_key TEXT, pdf_path TEXT)")
conn.execute(
"INSERT INTO papers(zotero_key, pdf_path) VALUES (?, ?)",
("K1", "[[02_文献管理/System/Zotero/storage/ABCD1234/paper.pdf]]"),
)
conn.commit()
conn.close()
key = _resolve_paper_key(tmp_path, "02_文献管理/System/Zotero/storage/ABCD1234/paper.pdf")
assert key == "K1"
def test_setup_checker_uses_configured_system_dir_for_exports(tmp_path: Path) -> None:
(tmp_path / "paperforge.json").write_text(
'{"vault_config": {"system_dir": "02_文献管理/System"}}',
encoding="utf-8",
)
exports_dir = tmp_path / "02_文献管理" / "System" / "PaperForge" / "exports"
exports_dir.mkdir(parents=True)
(exports_dir / "demo.json").write_text("[]", encoding="utf-8")
result = SetupChecker(tmp_path).run()
assert result.details["bbt_exports_found"] is True
def test_vector_runtime_paths_use_configured_system_dir(tmp_path: Path) -> None:
(tmp_path / "paperforge.json").write_text(
'{"vault_config": {"system_dir": "02_文献管理/System"}}',
encoding="utf-8",
)
vector_db_path = get_vector_db_path(tmp_path)
build_state_path = get_vector_build_state_path(tmp_path)
assert "02_文献管理" in str(vector_db_path)
assert "02_文献管理" in str(build_state_path)
assert vector_db_path.name == "vectors"
assert build_state_path.name == "vector-build-state.json"
def test_preflight_index_path_resolves_correctly(tmp_path: Path) -> None:
(tmp_path / "paperforge.json").write_text(
'{"vault_config": {"system_dir": "02_文献管理/System"}}',
encoding="utf-8",
)
from paperforge.config import paperforge_paths
paths = paperforge_paths(tmp_path)
expected = tmp_path / "02_文献管理" / "System" / "PaperForge" / "indexes" / "formal-library.json"
assert paths["index"] == expected.resolve()

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@ -0,0 +1,24 @@
from pathlib import Path
from paperforge.commands.sync import _write_orphan_state
from paperforge.core.result import PFResult
def test_write_orphan_state_uses_configured_system_dir(tmp_path: Path) -> None:
(tmp_path / "paperforge.json").write_text(
'{"vault_config": {"system_dir": "02_文献管理/System"}}',
encoding="utf-8",
)
result = PFResult(
ok=True,
command="sync",
version="1.0.0",
data={"prune": {"preview": [{"key": "K1"}]}}
)
_write_orphan_state(tmp_path, result)
expected = tmp_path / "02_文献管理" / "System" / "PaperForge" / "indexes" / "sync-orphan-state.json"
wrong = tmp_path / "System" / "PaperForge" / "indexes" / "sync-orphan-state.json"
assert expected.exists()
assert not wrong.exists()

View file

@ -1,6 +1,5 @@
from __future__ import annotations
from pathlib import Path
from unittest.mock import Mock, patch
from paperforge.embedding.status import get_embed_status
@ -8,41 +7,35 @@ from paperforge.embedding.status import get_embed_status
def test_get_embed_status_reports_corruption_when_count_fails(tmp_path):
vault = tmp_path / "vault"
vectors_dir = vault / "System" / "PaperForge" / "vectors"
vectors_dir = vault / "System" / "PaperForge" / "indexes" / "vectors"
vectors_dir.mkdir(parents=True)
mock_collection = Mock()
mock_collection.name = "paperforge_fulltext"
mock_collection.count.side_effect = RuntimeError("Error loading hnsw index")
mock_client = Mock()
mock_client.list_collections.return_value = [mock_collection]
with patch("chromadb.PersistentClient", return_value=mock_client):
with patch("paperforge.embedding.status.get_collection", return_value=mock_collection):
status = get_embed_status(vault)
assert status["db_exists"] is True
assert status["chunk_count"] == 0
assert status["healthy"] is False
assert "hnsw index" in status["error"]
assert "hnsw" in status["error"].lower()
def test_get_embed_status_uses_indexes_vectors_path_from_config(tmp_path):
vault = tmp_path / "vault"
vault.mkdir()
(vault / "paperforge.json").write_text(
'{"vault_config":{"system_dir":"System","resources_dir":"Resources","literature_dir":"Literature","control_dir":"LiteratureControl","base_dir":"Bases","skill_dir":".opencode/skills"}}',
'{"vault_config":{"system_dir":"System"}}',
encoding="utf-8",
)
vectors_dir = vault / "System" / "PaperForge" / "indexes" / "vectors"
vectors_dir.mkdir(parents=True)
mock_collection = Mock()
mock_collection.name = "paperforge_fulltext"
mock_collection.count.return_value = 12
mock_client = Mock()
mock_client.list_collections.return_value = [mock_collection]
with patch("chromadb.PersistentClient", return_value=mock_client):
with patch("paperforge.embedding.status.get_collection", return_value=mock_collection):
status = get_embed_status(vault)
assert status["db_exists"] is True