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Phase 6: LightGBM reranker integration (37-feature schema, 141-tree model)

Browse files

- Rewrote app/recommend/reranker.py: 5-feature heuristic -> 37-feature LightGBM LambdaRank with permanent heuristic fallback
- Added lightgbm>=4.0,<5.0 to requirements.txt
- Added production model (reranker_v1.txt, 974KB, trained on 242K citation edges)
- Model repo: models/reranker-phase6/ (cloned from HF siddhm11/researchit-reranker-phase6)
- Training pipeline: 3 scripts (fetch citations, generate triples, train LightGBM)
- Integration tests: 7/7 passing (smoke, features, E2E, latency 0.14ms, backward compat)
- Fixed 3 tests in test_reranker_diversity.py (5->37 feature schema update)
- Full pytest suite: 121/121 passing, 0 regressions
- Complete documentation: PHASE6-HANDOFF.md, README.md with full infra schemas
- Fixed corrupted .gitignore, removed nested .git from model dir
- ML Intern conversation logs preserved in docs/ML Intern docs/

Files changed (35) hide show
  1. .gitignore +0 -0
  2. CLAUDE.md +43 -29
  3. README.md +277 -3
  4. app/recommend/reranker.py +371 -79
  5. docs/ML Intern docs/model work.txt +185 -0
  6. docs/ML Intern docs/output 1 ref.txt +257 -0
  7. docs/ML Intern docs/output 2 with corrections.txt +93 -0
  8. docs/ML Intern docs/output 3 model training.txt +544 -0
  9. docs/ML Intern docs/output1.txt +139 -0
  10. docs/PHASE6-HANDOFF.md +481 -0
  11. docs/TASK-TRACKER.md +38 -17
  12. docs/phases/PHASE4-Recommendation-Pipeline-Fixes.md +3 -3
  13. docs/phases/PHASE5-Cold-Start-Onboarding-And-UI.md +1 -1
  14. docs/walkthroughs/04-Next-Steps-and-Phase-Plan.md +19 -10
  15. models/reranker-phase6/.gitattributes +35 -0
  16. models/reranker-phase6/CHANGELOG.md +39 -0
  17. models/reranker-phase6/INTEGRATION_GUIDE.md +499 -0
  18. models/reranker-phase6/README.md +391 -0
  19. models/reranker-phase6/load_model.py +59 -0
  20. models/reranker-phase6/production_model/baseline_comparison.json +44 -0
  21. models/reranker-phase6/production_model/eval_metrics.json +250 -0
  22. models/reranker-phase6/production_model/feature_importance.csv +38 -0
  23. models/reranker-phase6/production_model/feature_schema.json +43 -0
  24. models/reranker-phase6/production_model/reranker_v1.txt +0 -0
  25. models/reranker-phase6/scripts/01_fetch_citation_edges.py +388 -0
  26. models/reranker-phase6/scripts/02_generate_training_triples.py +748 -0
  27. models/reranker-phase6/scripts/03_train_lightgbm.py +568 -0
  28. models/reranker-phase6/synthetic_model/reranker_v1_synthetic.txt +0 -0
  29. models/reranker-phase6/synthetic_model/test_results.json +16 -0
  30. models/reranker-phase6/tests/test_full_pipeline.py +658 -0
  31. requirements.txt +3 -0
  32. scripts/fix_model_crlf.py +24 -0
  33. tests/demo_reranker.py +302 -0
  34. tests/test_reranker_diversity.py +8 -8
  35. tests/test_reranker_integration.py +370 -0
.gitignore CHANGED
Binary files a/.gitignore and b/.gitignore differ
 
CLAUDE.md CHANGED
@@ -67,7 +67,7 @@ These are the hard architectural commitments. **Violating any of these is a regr
67
  - **Zilliz collection schema** for Phase 3: collection `arxiv_bgem3_sparse`, fields: `id` (INT64, auto_id PK), `arxiv_id` (VARCHAR), `sparse_vector` (SPARSE_FLOAT_VECTOR). Index: SPARSE_INVERTED_INDEX, metric_type=IP. Sparse format uses **integer token IDs** as keys (from BGE-M3 tokenizer), NOT string words. Example: `{29: 0.0427, 6083: 0.1852, ...}`.
68
  - **Recommendations use importance-weighted quota with a floor.** (Different queries β€” K medoid queries β€” over the same user. RRF would let the dominant cluster dominate; quota preserves minor interests.)
69
  - **Never use RRF to merge multi-medoid recommendation results.** This is the most common mistake to avoid in this codebase.
70
- - **Current status:** The codebase still uses Qdrant prefetch+RRF for recommendations in `app/qdrant_svc.py` via `multi_interest_search()`. This will be replaced with per-cluster quota in Phase 4. Do not extend the RRF pattern to new recommendation code.
71
 
72
  Quota formula:
73
  ```
@@ -96,7 +96,7 @@ If you find `alpha_long = 0.10` anywhere in code or config, it is a bug from doc
96
 
97
  ### 3.4 Reranking
98
 
99
- - Terminal CPU-path reranker: currently a **hand-tuned heuristic scorer** in `app/recommend/reranker.py` via `heuristic_score()`. Will be replaced with **LightGBM `objective='lambdarank'`** in Phase 6 when training data exists.
100
  - The heuristic scorer uses 5 features: cosine_sim_longterm, cosine_sim_shortterm, paper_age_days, retrieval_position, cosine_sim_negative.
101
  - Weight budget: `0.40 * lt + 0.25 * st + 0.15 * recency + 0.10 * position - 0.15 * negative_penalty`.
102
  - **Do NOT put `BGE-reranker-v2-m3` in the serving path.** ~8ms per pair on CPU = ~800ms for 100 pairs. Far over the 30ms budget.
@@ -111,12 +111,12 @@ If you find `alpha_long = 0.10` anywhere in code or config, it is a bug from doc
111
 
112
  ### 3.6 Cold start / onboarding (the hybrid verdict)
113
 
114
- NOT YET IMPLEMENTED (Phase 5). The pivot in doc 05 went too far. Doc 06 corrects it. The right onboarding is **three-layer hybrid**:
115
 
116
  1. arXiv category multi-select β€” used as a **filter and LightGBM feature**, NOT as the primary user vector.
117
- 2. ORCID / Semantic Scholar / Google Scholar author import β€” ingest authored paper embeddings as initial seeds.
118
- 3. "Add 5 seed papers" library seeder β€” explicit user-chosen seeds.
119
- 4. Fallback: popularity-per-selected-category feed for first session if user skips all three.
120
 
121
  Behavioral takes over once the user crosses **~10 saved papers**. Subject categories remain a feature/filter forever, never the primary vector.
122
 
@@ -127,7 +127,7 @@ The negative EWMA profile IS wired into reranking (Feature 5 in `reranker.py`).
127
  1. **Session hard filter** β€” never re-show dismissed items (`seen` set in `recommendations.py`). DONE.
128
  2. **Short-term item penalty** at rerank: `score -= alpha * exp(-dt / tau_neg)` β€” NOT YET (needs per-item decay tracking).
129
  3. **Long-term EWMA negative profile** β€” wired as Feature 5 with 0.15 penalty weight. DONE.
130
- 4. **Category-level suppression** β€” NOT YET (needs category tracking on dismissals).
131
  5. **LightGBM dismissal labels** β€” NOT YET (Phase 6, needs 10K+ dismissals).
132
 
133
  ### 3.8 Latency budget
@@ -140,7 +140,7 @@ End-to-end feed generation target: **<30ms on CPU** (excluding metadata fetch, w
140
  - Negative-profile penalty: <1ms
141
  - Headroom: ~15ms
142
 
143
- **Note:** Metadata fetching from arXiv API currently adds ~7,600ms cold. This will be fixed by bulk-loading Kaggle metadata into SQLite (Phase 4). The recommendation compute itself is within budget.
144
 
145
  ### 3.9 ArXiv ID integrity
146
 
@@ -150,7 +150,7 @@ ArXiv IDs can have leading zeros (e.g., `0704.0001`). **Treat all arXiv IDs as s
150
 
151
  ## 4. What is in scope vs out of scope right now
152
 
153
- **Current phase: Phase 3 complete, Phase 4 next.** Phase 2 (a, b, c) is complete with Doc 06 corrections applied. Phase 3 (Hybrid Semantic Search) is implemented and tested β€” pending HF Spaces deployment.
154
 
155
  **What has been built (Phases 1-2c):**
156
  - Qdrant BEST_SCORE recommend API (Tier 3 fallback)
@@ -173,10 +173,19 @@ ArXiv IDs can have leading zeros (e.g., `0704.0001`). **Treat all arXiv IDs as s
173
  - `Dockerfile` + `.dockerignore` β€” HF Spaces deployment (Docker SDK, port 7860)
174
  - 21 new tests passing, 109 total (zero regressions)
175
 
176
- **Phase 4 β€” recommendation fixes:**
177
- - Replace RRF with importance-weighted quota in `app/routers/recommendations.py`
178
- - Pre-populate SQLite metadata from Kaggle dataset
179
  - Hungarian matching for cluster stability
 
 
 
 
 
 
 
 
 
 
180
 
181
  **Out of scope until later phases β€” do not build:**
182
  - Collaborative filtering / LightFM (Phase 9, 500+ users).
@@ -257,23 +266,32 @@ ResearchIT-Final/
257
  | |-- user_state.py # In-memory user state (positive/negative deques)
258
  | |-- templates_env.py # Jinja2 environment setup
259
  | |
 
 
 
 
 
260
  | |-- routers/ # FastAPI route handlers
261
- | | |-- search.py # GET /search β€” arXiv keyword API (Phase 3 replaces)
262
- | | |-- recommendations.py # GET /api/recommendations β€” 3-tier cascade
263
  | | |-- events.py # POST /api/save, /api/dismiss β€” triggers EWMA update
264
  | | |-- saved.py # GET /saved β€” user saved papers
 
265
  | |
266
- | |-- recommend/ # Recommendation engine (Phase 2)
267
  | | |-- __init__.py # Module docstring
268
  | | |-- profiles.py # EWMA profiles (long/short/negative)
269
  | | |-- clustering.py # Ward clustering + medoids + adaptive threshold
270
- | | |-- reranker.py # 5-feature heuristic scorer (then LightGBM later)
 
271
  | | |-- diversity.py # MMR reranking + exploration injection
272
  | |
 
273
  | |-- templates/ # Jinja2 + HTMX templates
274
  | |-- base.html # Base layout
275
  | |-- index.html # Home page with recommendations
276
  | |-- search.html # Search page
 
277
  | |-- partials/ # HTMX partial templates
278
  |
279
  |-- docs/ # Documentation (see section 2 for precedence)
@@ -314,12 +332,8 @@ ResearchIT-Final/
314
  |-- test_saved.py # Saved papers tests
315
  ```
316
 
317
- **Modules that do NOT exist yet** (planned for future phases):
318
- - `app/embed_svc.py` β€” BGE-M3 model singleton (Phase 3) βœ… BUILT
319
- - `app/zilliz_svc.py` β€” Zilliz sparse search (Phase 3) βœ… BUILT
320
- - `app/groq_svc.py` β€” LLM query rewriter (Phase 3) βœ… BUILT
321
- - `app/hybrid_search_svc.py` β€” Search orchestrator (Phase 3) βœ… BUILT
322
- - `app/recommend/fusion.py` β€” Quota fusion, replaces RRF (Phase 4)
323
 
324
  ### 5.6 Common commands
325
 
@@ -400,27 +414,27 @@ If a topic is too large for a 06 changelog entry, create `docs/research/07-[topi
400
  |---|---|
401
  | Source of truth? | `docs/research/06-Deep-Research-Verdict.md` |
402
  | Master roadmap? | `docs/walkthroughs/04-Next-Steps-and-Phase-Plan.md` |
403
- | Recommendation fusion? | Importance-weighted quota with `F_min=3`. NOT RRF. (code still uses RRF β€” Phase 4 fix) |
404
- | Search fusion? | RRF (correct, but search currently uses arXiv keyword API β€” Phase 3 upgrades to hybrid). |
405
  | alpha_long? | `0.03` β€” in `app/recommend/profiles.py` |
406
  | alpha_short? | `0.40` β€” in `app/recommend/profiles.py` |
407
  | alpha_neg? | `0.15` β€” in `app/recommend/profiles.py` |
408
  | MMR lambda? | `0.6` β€” in `app/recommend/diversity.py` |
409
  | Cluster algorithm? | Ward, L2-normalized, Euclidean, adaptive gap threshold, `K_max=7`. In `app/recommend/clustering.py`. |
410
- | Reranker? | Heuristic scorer (5 features) then LightGBM lambdarank (Phase 6). In `app/recommend/reranker.py`. |
411
  | Latency budget? | <30ms end-to-end (compute only; metadata I/O excluded). |
412
- | Cold start? | Hybrid: arXiv categories + ORCID/Scholar import + 5 seed papers + popularity fallback. NOT BUILT YET (Phase 5). |
413
  | When does behavioral take over? | ~10 saved papers. Currently activates at 5 (clustering) / 3 (EWMA) / 1 (BEST_SCORE). |
414
  | When to add CF? | 500+ users (Phase 9). |
415
- | Current phase? | **Phase 3 complete.** Phase 4 (rec pipeline fixes) next. See `docs/TASK-TRACKER.md`. |
416
  | ArXiv ID type? | String. Always. `dtype=str` in pandas. |
417
  | Embedding model? | BAAI/bge-m3, 1024-dim dense + sparse lexical weights. Loaded at startup in `app/embed_svc.py`. Graceful fallback if not installed. |
418
  | How to run? | `python run.py` at http://127.0.0.1:7860 (port 7860 for HF Spaces compat) |
419
- | How to test? | `python -m pytest tests/ -v` (123 tests) |
420
  | Storage? | SQLite (`interactions.db`) β€” ephemeral on HF Spaces. Supabase at 10+ concurrent writes/sec. |
421
  | Deployment? | Hugging Face Spaces (Docker SDK, 16GB RAM, 2 vCPUs). Render abandoned (512MB too small for BGE-M3). |
422
  | Forbidden in v1? | Redis, React SPA, real-time streaming, custom embedding fine-tuning, cross-encoder in hot path, DPPs, generative retrieval. |
423
 
424
  ---
425
 
426
- *Last updated: 2026-04-19. Update this date when CLAUDE.md changes.*
 
67
  - **Zilliz collection schema** for Phase 3: collection `arxiv_bgem3_sparse`, fields: `id` (INT64, auto_id PK), `arxiv_id` (VARCHAR), `sparse_vector` (SPARSE_FLOAT_VECTOR). Index: SPARSE_INVERTED_INDEX, metric_type=IP. Sparse format uses **integer token IDs** as keys (from BGE-M3 tokenizer), NOT string words. Example: `{29: 0.0427, 6083: 0.1852, ...}`.
68
  - **Recommendations use importance-weighted quota with a floor.** (Different queries β€” K medoid queries β€” over the same user. RRF would let the dominant cluster dominate; quota preserves minor interests.)
69
  - **Never use RRF to merge multi-medoid recommendation results.** This is the most common mistake to avoid in this codebase.
70
+ - **Current status:** Recommendations use per-cluster quota fusion in `app/recommend/fusion.py` and `app/routers/recommendations.py`. `multi_interest_search()` remains only as a legacy helper; do not use it for new recommendation code.
71
 
72
  Quota formula:
73
  ```
 
96
 
97
  ### 3.4 Reranking
98
 
99
+ - Terminal CPU-path reranker: **LightGBM LambdaRank** in `app/recommend/reranker.py`, with `heuristic_score()` as a fallback when the model file is missing.
100
  - The heuristic scorer uses 5 features: cosine_sim_longterm, cosine_sim_shortterm, paper_age_days, retrieval_position, cosine_sim_negative.
101
  - Weight budget: `0.40 * lt + 0.25 * st + 0.15 * recency + 0.10 * position - 0.15 * negative_penalty`.
102
  - **Do NOT put `BGE-reranker-v2-m3` in the serving path.** ~8ms per pair on CPU = ~800ms for 100 pairs. Far over the 30ms budget.
 
111
 
112
  ### 3.6 Cold start / onboarding (the hybrid verdict)
113
 
114
+ IMPLEMENTED (Phase 5 core flow). ORCID / Scholar import is still pending. The right onboarding is **three-layer hybrid**:
115
 
116
  1. arXiv category multi-select β€” used as a **filter and LightGBM feature**, NOT as the primary user vector.
117
+ 2. ORCID / Semantic Scholar / Google Scholar author import β€” ingest authored paper embeddings as initial seeds. (NOT YET)
118
+ 3. "Add 5 seed papers" library seeder β€” explicit user-chosen seeds. (DONE)
119
+ 4. Fallback: popularity-per-selected-category feed for first session if user skips all three. (DONE)
120
 
121
  Behavioral takes over once the user crosses **~10 saved papers**. Subject categories remain a feature/filter forever, never the primary vector.
122
 
 
127
  1. **Session hard filter** β€” never re-show dismissed items (`seen` set in `recommendations.py`). DONE.
128
  2. **Short-term item penalty** at rerank: `score -= alpha * exp(-dt / tau_neg)` β€” NOT YET (needs per-item decay tracking).
129
  3. **Long-term EWMA negative profile** β€” wired as Feature 5 with 0.15 penalty weight. DONE.
130
+ 4. **Category-level suppression** β€” DONE (db category suppression + rec filter).
131
  5. **LightGBM dismissal labels** β€” NOT YET (Phase 6, needs 10K+ dismissals).
132
 
133
  ### 3.8 Latency budget
 
140
  - Negative-profile penalty: <1ms
141
  - Headroom: ~15ms
142
 
143
+ **Note:** Metadata fetching from arXiv API is now largely avoided via the Turso metadata DB (Phase 3.5). arXiv remains a fallback for missing IDs.
144
 
145
  ### 3.9 ArXiv ID integrity
146
 
 
150
 
151
  ## 4. What is in scope vs out of scope right now
152
 
153
+ **Current phase: Phase 6 complete; deployment pending.** Phase 2 (a, b, c) is complete with Doc 06 corrections applied. Phase 3 (Hybrid Semantic Search) and Phase 3.5 (Turso metadata DB) are implemented and tested.
154
 
155
  **What has been built (Phases 1-2c):**
156
  - Qdrant BEST_SCORE recommend API (Tier 3 fallback)
 
173
  - `Dockerfile` + `.dockerignore` β€” HF Spaces deployment (Docker SDK, port 7860)
174
  - 21 new tests passing, 109 total (zero regressions)
175
 
176
+ **Phase 4 β€” recommendation fixes (complete):**
177
+ - Replace RRF with importance-weighted quota fusion
 
178
  - Hungarian matching for cluster stability
179
+ - Category-level suppression in recommendations
180
+
181
+ **Phase 5 β€” cold-start onboarding + UI (complete):**
182
+ - Onboarding wizard (category multi-select + seed search)
183
+ - Category-filtered trending fallback
184
+ - Dark-mode base UI + updated paper cards
185
+
186
+ **Phase 6 β€” LightGBM reranker (complete, deployment pending):**
187
+ - LightGBM LambdaRank integrated with heuristic fallback
188
+ - Model stored under `models/reranker-phase6/production_model/`
189
 
190
  **Out of scope until later phases β€” do not build:**
191
  - Collaborative filtering / LightFM (Phase 9, 500+ users).
 
266
  | |-- user_state.py # In-memory user state (positive/negative deques)
267
  | |-- templates_env.py # Jinja2 environment setup
268
  | |
269
+ | |-- embed_svc.py # BGE-M3 model singleton (Phase 3)
270
+ | |-- groq_svc.py # LLM query rewriter (Phase 3)
271
+ | |-- hybrid_search_svc.py # Hybrid search orchestrator (Phase 3)
272
+ | |-- turso_svc.py # Turso metadata client (Phase 3.5)
273
+ | |-- zilliz_svc.py # Zilliz sparse search client (Phase 3)
274
  | |-- routers/ # FastAPI route handlers
275
+ | | |-- search.py # GET /search β€” hybrid semantic search
276
+ | | |-- recommendations.py # GET /api/recommendations β€” 3-tier cascade + quota
277
  | | |-- events.py # POST /api/save, /api/dismiss β€” triggers EWMA update
278
  | | |-- saved.py # GET /saved β€” user saved papers
279
+ | | |-- onboarding.py # GET /onboarding β€” onboarding wizard
280
  | |
281
+ | |-- recommend/ # Recommendation engine (Phase 2/4/6)
282
  | | |-- __init__.py # Module docstring
283
  | | |-- profiles.py # EWMA profiles (long/short/negative)
284
  | | |-- clustering.py # Ward clustering + medoids + adaptive threshold
285
+ | | |-- fusion.py # Quota fusion (Phase 4)
286
+ | | |-- reranker.py # LightGBM reranker + heuristic fallback
287
  | | |-- diversity.py # MMR reranking + exploration injection
288
  | |
289
+ | |-- static/ # CSS, images
290
  | |-- templates/ # Jinja2 + HTMX templates
291
  | |-- base.html # Base layout
292
  | |-- index.html # Home page with recommendations
293
  | |-- search.html # Search page
294
+ | |-- onboarding.html # Onboarding wizard
295
  | |-- partials/ # HTMX partial templates
296
  |
297
  |-- docs/ # Documentation (see section 2 for precedence)
 
332
  |-- test_saved.py # Saved papers tests
333
  ```
334
 
335
+ **Modules planned for future phases:**
336
+ - None listed here yet. Add when new components are scoped.
 
 
 
 
337
 
338
  ### 5.6 Common commands
339
 
 
414
  |---|---|
415
  | Source of truth? | `docs/research/06-Deep-Research-Verdict.md` |
416
  | Master roadmap? | `docs/walkthroughs/04-Next-Steps-and-Phase-Plan.md` |
417
+ | Recommendation fusion? | Importance-weighted quota with `F_min=3` (Phase 4 complete). |
418
+ | Search fusion? | RRF (hybrid search in Phase 3). |
419
  | alpha_long? | `0.03` β€” in `app/recommend/profiles.py` |
420
  | alpha_short? | `0.40` β€” in `app/recommend/profiles.py` |
421
  | alpha_neg? | `0.15` β€” in `app/recommend/profiles.py` |
422
  | MMR lambda? | `0.6` β€” in `app/recommend/diversity.py` |
423
  | Cluster algorithm? | Ward, L2-normalized, Euclidean, adaptive gap threshold, `K_max=7`. In `app/recommend/clustering.py`. |
424
+ | Reranker? | LightGBM lambdarank with heuristic fallback (Phase 6). |
425
  | Latency budget? | <30ms end-to-end (compute only; metadata I/O excluded). |
426
+ | Cold start? | Hybrid: categories + seed papers + popularity fallback (Phase 5 complete). ORCID/Scholar import pending. |
427
  | When does behavioral take over? | ~10 saved papers. Currently activates at 5 (clustering) / 3 (EWMA) / 1 (BEST_SCORE). |
428
  | When to add CF? | 500+ users (Phase 9). |
429
+ | Current phase? | **Phase 6 complete; deployment pending.** Phase 7 (evaluation) next. See `docs/TASK-TRACKER.md`. |
430
  | ArXiv ID type? | String. Always. `dtype=str` in pandas. |
431
  | Embedding model? | BAAI/bge-m3, 1024-dim dense + sparse lexical weights. Loaded at startup in `app/embed_svc.py`. Graceful fallback if not installed. |
432
  | How to run? | `python run.py` at http://127.0.0.1:7860 (port 7860 for HF Spaces compat) |
433
+ | How to test? | `python -m pytest tests/ -v` |
434
  | Storage? | SQLite (`interactions.db`) β€” ephemeral on HF Spaces. Supabase at 10+ concurrent writes/sec. |
435
  | Deployment? | Hugging Face Spaces (Docker SDK, 16GB RAM, 2 vCPUs). Render abandoned (512MB too small for BGE-M3). |
436
  | Forbidden in v1? | Redis, React SPA, real-time streaming, custom embedding fine-tuning, cross-encoder in hot path, DPPs, generative retrieval. |
437
 
438
  ---
439
 
440
+ *Last updated: 2026-05-02. Update this date when CLAUDE.md changes.*
README.md CHANGED
@@ -7,8 +7,282 @@ sdk: docker
7
  pinned: false
8
  ---
9
 
10
- # ResearchIT β€” ArXiv Research Paper Recommender
11
 
12
- Hybrid semantic search + personalized recommendations for arXiv papers.
13
 
14
- **Stack:** FastAPI Β· BGE-M3 Β· Qdrant Β· Zilliz Β· Groq Β· HTMX
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
7
  pinned: false
8
  ---
9
 
10
+ # ResearchIT β€” Personalized ArXiv Paper Recommender
11
 
12
+ > An "Instagram for research" β€” a multi-interest aware feed that surfaces relevant papers across a researcher's distinct areas without collapsing toward a dominant interest.
13
 
14
+ **Stack:** FastAPI Β· HTMX Β· Jinja2 Β· BGE-M3 (1024-dim) Β· Qdrant Cloud Β· Zilliz Cloud Β· Turso (libSQL) Β· Groq Β· LightGBM Β· HuggingFace Spaces
15
+
16
+ **Live demo:** https://siddhm11-researchit.hf.space
17
+
18
+ ---
19
+
20
+ ## Architecture Overview
21
+
22
+ ```
23
+ User β†’ [HTMX Frontend] β†’ [FastAPI Backend]
24
+ β”‚
25
+ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”Όβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
26
+ β”‚ β”‚ β”‚
27
+ [Qdrant Cloud] [Zilliz Cloud] [Turso Cloud]
28
+ Dense vectors Sparse vectors Paper metadata
29
+ 1.6M papers 1.6M papers ~1.6M rows
30
+ BGE-M3 1024d BGE-M3 lexical + citations
31
+ β”‚ β”‚ β”‚
32
+ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”Όβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜
33
+ β”‚
34
+ [Recommendation Engine]
35
+ β”œβ”€β”€ EWMA Profiles
36
+ β”œβ”€β”€ Ward Clustering
37
+ β”œβ”€β”€ Quota Fusion
38
+ β”œβ”€β”€ LightGBM Reranker (37 features)
39
+ β”œβ”€β”€ MMR Diversity
40
+ └── Exploration Injection
41
+ ```
42
+
43
+ ---
44
+
45
+ ## Data Infrastructure & Schemas
46
+
47
+ ### Qdrant Cloud β€” Dense Vector Store
48
+
49
+ | Property | Value |
50
+ |----------|-------|
51
+ | **Collection** | `arxiv_bgem3_dense` |
52
+ | **Documents** | ~1,600,000 arXiv papers |
53
+ | **Vector dim** | 1024 (BGE-M3 dense embeddings, float32) |
54
+ | **Quantization** | Binary Quantization (BQ) enabled |
55
+ | **HNSW** | m=32 |
56
+ | **Point ID** | Integer (auto-generated) |
57
+ | **Payload** | `arxiv_id` (TEXT, keyword-indexed) |
58
+ | **Region** | Qdrant Cloud |
59
+
60
+ ### Zilliz Cloud β€” Sparse Vector Store
61
+
62
+ | Property | Value |
63
+ |----------|-------|
64
+ | **Collection** | `arxiv_bgem3_sparse` |
65
+ | **Documents** | ~1,600,000 arXiv papers |
66
+ | **Schema** | `id` (INT64 auto PK), `arxiv_id` (VARCHAR), `sparse_vector` (SPARSE_FLOAT_VECTOR) |
67
+ | **Index** | SPARSE_INVERTED_INDEX, metric_type=IP |
68
+ | **Sparse format** | Integer token IDs as keys (BGE-M3 tokenizer), e.g. `{29: 0.0427, 6083: 0.1852}` |
69
+
70
+ ### Turso (libSQL) β€” Paper Metadata DB
71
+
72
+ | Property | Value |
73
+ |----------|-------|
74
+ | **Database** | `arxiv-data` on `aws-ap-south-1` |
75
+ | **URL** | `https://arxiv-data-siddhm11.aws-ap-south-1.turso.io` |
76
+ | **Rows** | ~1,600,000 papers |
77
+ | **Data sources** | Kaggle `siddhm11/arxivdata` + `siddhm11/citation-data-letsgoo` |
78
+
79
+ **Table: `papers`**
80
+
81
+ ```sql
82
+ CREATE TABLE papers (
83
+ arxiv_id TEXT UNIQUE, -- e.g. "2401.12345"
84
+ title TEXT,
85
+ authors TEXT, -- comma-separated
86
+ categories TEXT, -- space-separated arXiv categories
87
+ primary_topic TEXT, -- e.g. "cs.CL"
88
+ update_date TEXT, -- "YYYY-MM-DD"
89
+ abstract_preview TEXT, -- truncated to 500 chars
90
+ citation_count INTEGER DEFAULT 0,
91
+ influential_citations INTEGER DEFAULT 0
92
+ );
93
+ CREATE UNIQUE INDEX idx_papers_arxiv_id ON papers(arxiv_id);
94
+ ```
95
+
96
+ ### SQLite β€” Local Application DB
97
+
98
+ **File:** `interactions.db` (WAL mode, async via aiosqlite)
99
+
100
+ ```sql
101
+ -- User interactions (saves, dismissals, clicks, views)
102
+ CREATE TABLE interactions (
103
+ id INTEGER PRIMARY KEY AUTOINCREMENT,
104
+ user_id TEXT NOT NULL,
105
+ paper_id TEXT NOT NULL,
106
+ event_type TEXT NOT NULL, -- save | not_interested | click | view
107
+ source TEXT, -- search | recommendation
108
+ position INTEGER,
109
+ query_id TEXT,
110
+ ranker_version TEXT, -- Phase 4.5: pipeline version tag
111
+ candidate_source TEXT, -- Phase 4.5: cluster_0 | exploration | ewma
112
+ cluster_id INTEGER, -- Phase 4.5: interest cluster index
113
+ timestamp TEXT NOT NULL DEFAULT (datetime('now'))
114
+ );
115
+
116
+ -- arXiv ID β†’ Qdrant integer point ID mapping (lazy cache)
117
+ CREATE TABLE paper_qdrant_map (
118
+ arxiv_id TEXT PRIMARY KEY,
119
+ qdrant_point_id INTEGER NOT NULL,
120
+ mapped_at TEXT NOT NULL DEFAULT (datetime('now'))
121
+ );
122
+
123
+ -- Paper metadata cache (from Turso/arXiv API)
124
+ CREATE TABLE paper_metadata (
125
+ arxiv_id TEXT PRIMARY KEY,
126
+ title TEXT, abstract TEXT, authors TEXT,
127
+ category TEXT, published TEXT,
128
+ cached_at TEXT NOT NULL DEFAULT (datetime('now'))
129
+ );
130
+
131
+ -- EWMA user profile embeddings (1024-dim float32 blobs)
132
+ CREATE TABLE user_profiles (
133
+ user_id TEXT NOT NULL,
134
+ profile_type TEXT NOT NULL, -- long_term | short_term | negative
135
+ vector BLOB NOT NULL, -- 4096 bytes (1024 Γ— float32)
136
+ interaction_count INTEGER DEFAULT 0,
137
+ updated_at TEXT,
138
+ PRIMARY KEY (user_id, profile_type)
139
+ );
140
+
141
+ -- Ward clustering results per user
142
+ CREATE TABLE user_clusters (
143
+ user_id TEXT NOT NULL,
144
+ cluster_idx INTEGER NOT NULL,
145
+ medoid_paper_id TEXT NOT NULL,
146
+ importance REAL NOT NULL,
147
+ paper_ids TEXT NOT NULL, -- JSON array of arxiv_ids
148
+ computed_at TEXT,
149
+ PRIMARY KEY (user_id, cluster_idx)
150
+ );
151
+
152
+ -- Onboarding wizard state
153
+ CREATE TABLE user_onboarding (
154
+ user_id TEXT PRIMARY KEY,
155
+ selected_categories TEXT, -- JSON array: ["nlp", "cv", "ml"]
156
+ onboarding_completed INTEGER DEFAULT 0,
157
+ created_at TEXT, updated_at TEXT
158
+ );
159
+ ```
160
+
161
+ ### LightGBM Reranker β€” ML Model
162
+
163
+ | Property | Value |
164
+ |----------|-------|
165
+ | **File** | `models/reranker-phase6/production_model/reranker_v1.txt` |
166
+ | **HuggingFace** | [siddhm11/researchit-reranker-phase6](https://huggingface.co/siddhm11/researchit-reranker-phase6) |
167
+ | **Format** | LightGBM v4 text (plain text, no pickle) |
168
+ | **Objective** | LambdaRank (optimizes nDCG) |
169
+ | **Trees** | 141 (early stopped from 500) |
170
+ | **Features** | 37 (see `docs/PHASE6-HANDOFF.md` for full schema) |
171
+ | **Size** | 974 KB |
172
+ | **Latency** | 0.143ms per 100 candidates |
173
+ | **Fallback** | Heuristic scorer when model unavailable |
174
+
175
+ ---
176
+
177
+ ## Recommendation Pipeline
178
+
179
+ ```
180
+ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
181
+ β”‚ Tier 1 (β‰₯5 saves): Multi-Interest Clustering + Quota Fusion β”‚
182
+ β”‚ 1. Ward clustering β†’ identify distinct interests β”‚
183
+ β”‚ 2. Hungarian matching β†’ stabilize cluster IDs β”‚
184
+ β”‚ 3. Quota allocation β†’ per-cluster slot budgets β”‚
185
+ β”‚ 4. Parallel per-cluster ANN searches β”‚
186
+ β”‚ 5. LightGBM reranking (37 features) + heuristic fallback β”‚
187
+ β”‚ 6. Category suppression (β‰₯3 dismissals in 14 days) β”‚
188
+ β”‚ 7. MMR diversity (Ξ»=0.6) β”‚
189
+ β”‚ 8. Exploration injection (2 serendipitous papers) β”‚
190
+ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€
191
+ β”‚ Tier 2 (β‰₯3 saves): EWMA long-term vector β†’ single ANN search β”‚
192
+ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€
193
+ β”‚ Tier 3 (β‰₯1 save): Qdrant BEST_SCORE Recommend API β”‚
194
+ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€
195
+ β”‚ Tier 0 (onboarded, 0 saves): Trending papers by category β”‚
196
+ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜
197
+ ```
198
+
199
+ ---
200
+
201
+ ## Quick Start
202
+
203
+ ```bash
204
+ # Install dependencies
205
+ pip install -r requirements.txt
206
+
207
+ # Set environment variables (see .env.example)
208
+ cp .env.example .env
209
+ # Edit .env with your Qdrant, Zilliz, Turso, Groq credentials
210
+
211
+ # Run dev server
212
+ python run.py
213
+ # β†’ http://127.0.0.1:7860
214
+
215
+ # Run tests
216
+ python -m pytest tests/ -v
217
+
218
+ # Run Phase 6 reranker integration tests
219
+ python tests/test_reranker_integration.py
220
+ ```
221
+
222
+ ---
223
+
224
+ ## Phase Completion Status
225
+
226
+ | Phase | Status | Description |
227
+ |-------|--------|-------------|
228
+ | 1 | βœ… Complete | Zero-ML Recommender (Qdrant + HTMX) |
229
+ | 2a | βœ… Complete | EWMA Profile Embeddings |
230
+ | 2b | βœ… Complete | Ward Clustering + Multi-Interest |
231
+ | 2c | βœ… Complete | Heuristic Re-ranking + MMR |
232
+ | 3 | βœ… Complete | Hybrid Semantic Search (BGE-M3 + Qdrant + Zilliz + RRF) |
233
+ | 3.5 | βœ… Complete | Turso Metadata DB (2.9x faster search) |
234
+ | 4 | βœ… Complete | Quota Fusion + Hungarian Matching + Category Suppression |
235
+ | 4.5 | βœ… Complete | Instrumentation Foundation |
236
+ | 5 | βœ… Complete | Cold-Start Onboarding + UI Redesign |
237
+ | 6 | βœ… Complete | LightGBM Reranker (nDCG@10: 0.879, +233%) |
238
+ | 7 | πŸ“‹ Planned | Evaluation Framework |
239
+ | 8 | πŸ“‹ Planned | LLM Summaries + Distilled Reranker |
240
+ | 9 | πŸ“‹ Planned | Exploration + Collaborative Filtering |
241
+
242
+ ---
243
+
244
+ ## Key Documentation
245
+
246
+ | Document | Purpose |
247
+ |----------|---------|
248
+ | `CLAUDE.md` | Agent rulebook β€” architectural rules, doc precedence, code conventions |
249
+ | `docs/TASK-TRACKER.md` | Master task checklist with all phase details |
250
+ | `docs/PHASE6-HANDOFF.md` | LightGBM reranker handoff β€” model provenance, schema, reproduction |
251
+ | `docs/research/06-Deep-Research-Verdict.md` | **Source of truth** for architecture decisions |
252
+ | `docs/walkthroughs/04-Next-Steps-and-Phase-Plan.md` | Master roadmap (Phases 3–9) |
253
+ | `docs/ML Intern docs/` | ML Intern conversation logs for model training |
254
+
255
+ ---
256
+
257
+ ## Environment Variables
258
+
259
+ | Variable | Required | Description |
260
+ |----------|----------|-------------|
261
+ | `QDRANT_URL` | Yes | Qdrant Cloud cluster URL |
262
+ | `QDRANT_API_KEY` | Yes | Qdrant Cloud API key |
263
+ | `ZILLIZ_URI` | Yes | Zilliz Cloud gRPC endpoint |
264
+ | `ZILLIZ_TOKEN` | Yes | Zilliz Cloud API token |
265
+ | `TURSO_URL` | Yes | Turso database URL |
266
+ | `TURSO_DB_TOKEN` | Yes | Turso auth token |
267
+ | `GROQ_API_KEY` | Yes | Groq API key for query rewriting |
268
+ | `S2_API_KEY` | No | Semantic Scholar API key (training only) |
269
+ | `RERANKER_MODEL_PATH` | No | Override LightGBM model file path |
270
+ | `DB_PATH` | No | SQLite path (default: `interactions.db`) |
271
+
272
+ ---
273
+
274
+ ## Test Suite
275
+
276
+ | Test File | Tests | Coverage |
277
+ |-----------|-------|----------|
278
+ | `test_profiles.py` | 11 | EWMA profile computation |
279
+ | `test_clustering.py` | 21 | Ward clustering + Hungarian matching |
280
+ | `test_reranker_diversity.py` | 13 | Reranker (37-feature) + MMR diversity |
281
+ | `test_reranker_integration.py` | 7 | Phase 6 LightGBM integration |
282
+ | `test_fusion.py` | 20 | Quota allocation |
283
+ | `test_db.py` | 19 | SQLite schema + suppression |
284
+ | `test_onboarding.py` | 11 | Onboarding wizard |
285
+ | `test_hybrid_search.py` | 21 | Hybrid search pipeline |
286
+ | `test_search_router.py` | 6 | Search router |
287
+ | Others | ~13 | User state, saved, arxiv, qdrant, integration |
288
+ | **Total** | **~142** | |
app/recommend/reranker.py CHANGED
@@ -2,32 +2,122 @@
2
  Re-ranking layer for recommendation candidates.
3
 
4
  Phase 2c initial: Heuristic scorer using hand-tuned feature weights.
5
- Phase 2c mature: LightGBM lambdarank trained on save/dismiss data.
6
 
7
- The heuristic scorer runs first. When β‰₯500 labeled interactions accumulate,
8
- a LightGBM model can be trained offline and loaded here.
 
9
 
10
- Features:
11
- - cosine_sim_longterm: dot(user_lt_vec, paper_vec)
12
- - cosine_sim_shortterm: dot(user_st_vec, paper_vec)
13
- - paper_age_days: days since publication
14
- - rrf_position: position in the RRF fusion output (lower = better)
15
- - cosine_sim_negative: dot(user_neg_vec, paper_vec) [Doc 06 addition]
16
 
17
- Reference: Research-MultiInterest_Recommender_Architecture.md Β§4
18
- "LightGBM with a lambdarank objective scores 500 candidates in 2-5ms
19
- on a single CPU core."
20
-
21
- Doc 06 correction: YouTube (2023, Xia et al.) showed a 3x gain from using
22
- dislikes as both features and labels. The negative EWMA profile is now
23
- wired as a penalty feature during reranking.
24
  """
25
  from __future__ import annotations
26
 
 
 
27
  from datetime import datetime, timezone
 
 
28
  import numpy as np
29
 
30
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
31
  def _cosine_sim_batch(
32
  candidate_embeddings: np.ndarray,
33
  profile_vec: np.ndarray,
@@ -40,112 +130,266 @@ def _cosine_sim_batch(
40
  return cnorms @ pnorm
41
 
42
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
43
  def compute_features(
44
  candidate_embeddings: np.ndarray,
45
  candidate_metadata: list[dict],
46
  long_term_vec: np.ndarray | None = None,
47
  short_term_vec: np.ndarray | None = None,
48
  negative_vec: np.ndarray | None = None,
 
 
 
 
 
 
 
 
 
 
 
49
  ) -> np.ndarray:
50
  """
51
- Extract ranking features for each candidate.
 
 
 
52
 
53
  Args:
54
  candidate_embeddings: shape (N, 1024)
55
- candidate_metadata: list of dicts with 'published' key (YYYY-MM-DD)
 
56
  long_term_vec: user's long-term EWMA profile (1024-dim)
57
  short_term_vec: user's short-term EWMA profile (1024-dim)
58
- negative_vec: user's negative EWMA profile (1024-dim) [Doc 06]
 
 
 
 
 
 
 
 
 
59
 
60
  Returns:
61
- feature matrix of shape (N, num_features)
62
  """
63
  n = len(candidate_metadata)
64
- features = []
 
 
 
 
 
65
 
66
- # Feature 1: Cosine similarity to long-term profile
67
  if long_term_vec is not None:
68
- lt_sim = _cosine_sim_batch(candidate_embeddings, long_term_vec)
69
- else:
70
- lt_sim = np.zeros(n, dtype=np.float32)
71
- features.append(lt_sim)
72
 
73
- # Feature 2: Cosine similarity to short-term profile
74
  if short_term_vec is not None:
75
- st_sim = _cosine_sim_batch(candidate_embeddings, short_term_vec)
76
- else:
77
- st_sim = np.zeros(n, dtype=np.float32)
78
- features.append(st_sim)
79
 
80
- # Feature 3: Paper age in days (0 = today, positive = older)
81
- now = datetime.now(timezone.utc)
82
- ages = []
83
- for meta in candidate_metadata:
84
- pub = meta.get("published", "")
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
85
  try:
86
- pub_date = datetime.strptime(pub[:10], "%Y-%m-%d").replace(tzinfo=timezone.utc)
87
- age_days = (now - pub_date).days
88
  except (ValueError, TypeError):
89
- age_days = 365 # default to 1 year old if unparseable
90
- ages.append(age_days)
91
- features.append(np.array(ages, dtype=np.float32))
92
 
93
- # Feature 4: RRF position (0-indexed, lower = better)
94
- features.append(np.arange(n, dtype=np.float32))
95
 
96
- # Feature 5: Cosine similarity to negative profile (Doc 06 addition)
97
- # YouTube (2023): using dislikes as features gives 22% reduction in
98
- # similar-content; using as both features AND labels gives 60.8%.
99
- if negative_vec is not None:
100
- neg_sim = _cosine_sim_batch(candidate_embeddings, negative_vec)
101
- else:
102
- neg_sim = np.zeros(n, dtype=np.float32)
103
- features.append(neg_sim)
 
 
 
 
104
 
105
- return np.column_stack(features)
 
106
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
107
 
108
  def heuristic_score(features: np.ndarray) -> np.ndarray:
109
  """
110
- Hand-tuned scoring function. Used before LightGBM model is trained.
 
111
 
112
- Weights:
113
- - 0.40 x long-term similarity (core relevance)
114
- - 0.25 x short-term similarity (session context)
115
- - 0.15 x recency (prefer newer, soft decay)
116
- - 0.10 x RRF confidence (prefer higher-ranked candidates)
117
- - 0.15 x negative penalty (demote papers like dismissed ones)
118
 
119
  Returns: scores array of shape (N,), higher = better
120
  """
121
- lt_sim = features[:, 0] # cosine sim to long-term
122
- st_sim = features[:, 1] # cosine sim to short-term
123
- age_days = features[:, 2] # paper age in days
124
- rrf_pos = features[:, 3] # RRF rank position
125
- neg_sim = features[:, 4] # cosine sim to negative profile
 
 
 
 
 
 
 
126
 
127
  # Recency: exponential decay with ~365-day half-life
128
- # Papers from today score 1.0, papers from a year ago score 0.5
129
- recency = np.exp(-0.002 * age_days)
130
 
131
- # RRF confidence: inverse of position (normalised)
132
- max_pos = rrf_pos.max() + 1
133
- rrf_conf = 1.0 - (rrf_pos / max_pos)
134
 
135
- # Negative penalty: papers similar to dismissed papers get demoted
136
- # Only penalise positive similarity (neg_sim > 0 means similar to disliked)
137
  neg_penalty = np.clip(neg_sim, 0.0, None)
138
 
139
  scores = (
140
- 0.40 * lt_sim
141
- + 0.25 * st_sim
142
  + 0.15 * recency
143
- + 0.10 * rrf_conf
144
  - 0.15 * neg_penalty
145
  )
146
  return scores
147
 
148
 
 
 
149
  def rerank_candidates(
150
  candidate_ids: list[str],
151
  candidate_embeddings: np.ndarray,
@@ -153,23 +397,71 @@ def rerank_candidates(
153
  long_term_vec: np.ndarray | None = None,
154
  short_term_vec: np.ndarray | None = None,
155
  negative_vec: np.ndarray | None = None,
 
 
 
 
 
 
 
 
 
 
 
156
  ) -> tuple[list[str], list[float], np.ndarray]:
157
  """
158
  Score and re-rank candidates.
159
 
 
 
 
160
  Args:
161
- negative_vec: user's negative EWMA profile. Papers similar to this
162
- get demoted. (Doc 06: YouTube 3x gain from using dislikes.)
 
 
 
 
 
 
 
 
 
 
 
 
 
163
 
164
  Returns:
165
  (sorted_ids, sorted_scores, sorted_embeddings)
166
  all in descending score order
167
  """
168
  features = compute_features(
169
- candidate_embeddings, candidate_metadata,
170
- long_term_vec, short_term_vec, negative_vec,
 
 
 
 
 
 
 
 
 
 
 
 
171
  )
172
- scores = heuristic_score(features)
 
 
 
 
 
 
 
 
 
173
 
174
  # Sort by score descending
175
  order = np.argsort(-scores)
 
2
  Re-ranking layer for recommendation candidates.
3
 
4
  Phase 2c initial: Heuristic scorer using hand-tuned feature weights.
5
+ Phase 6: LightGBM lambdarank trained on citation pseudo-labels.
6
 
7
+ The module loads a LightGBM model at import time (if available).
8
+ If the model file is missing or LightGBM is not installed, it falls
9
+ back gracefully to the heuristic scorer β€” no crash, no degradation.
10
 
11
+ Features (37-feature schema):
12
+ 0-19: Content/retrieval (Qdrant score, citations, age, categories, …)
13
+ 20-30: User behavior (EWMA profiles, cluster info, interaction counts)
14
+ 31-36: Cross features (cosineΓ—recency, cosineΓ—citations, …)
 
 
15
 
16
+ Reference: models/reranker-phase6/production_model/feature_schema.json
 
 
 
 
 
 
17
  """
18
  from __future__ import annotations
19
 
20
+ import json
21
+ import os
22
  from datetime import datetime, timezone
23
+ from pathlib import Path
24
+
25
  import numpy as np
26
 
27
 
28
+ # ── LightGBM model loading (graceful fallback) ──────────────────────────────
29
+
30
+ _lgb_model = None
31
+ _USE_LGB = False
32
+
33
+ try:
34
+ import lightgbm as lgb
35
+
36
+ # Search for model file in several locations
37
+ _MODEL_SEARCH_PATHS = [
38
+ os.environ.get("RERANKER_MODEL_PATH", ""),
39
+ "models/reranker-phase6/production_model/reranker_v1.txt",
40
+ "production_model/reranker_v1.txt",
41
+ str(Path(__file__).resolve().parents[2] / "models" / "reranker-phase6" / "production_model" / "reranker_v1.txt"),
42
+ ]
43
+
44
+ for _path in _MODEL_SEARCH_PATHS:
45
+ if _path and os.path.isfile(_path):
46
+ _lgb_model = lgb.Booster(model_file=_path)
47
+ _USE_LGB = True
48
+ print(f"[reranker] βœ… LightGBM model loaded from {_path}")
49
+ print(f"[reranker] trees={_lgb_model.num_trees()}, features={_lgb_model.num_feature()}")
50
+ break
51
+
52
+ if not _USE_LGB:
53
+ print("[reranker] LightGBM installed but model file not found β€” using heuristic")
54
+ print(f"[reranker] searched: {[p for p in _MODEL_SEARCH_PATHS if p]}")
55
+
56
+ except ImportError:
57
+ print("[reranker] LightGBM not installed β€” using heuristic fallback")
58
+ except Exception as e:
59
+ print(f"[reranker] Model load error: {e} β€” using heuristic fallback")
60
+
61
+
62
+ # ── 37-Feature Schema ────────────────────────────────────────────────────────
63
+ # Must match the order in production_model/feature_schema.json exactly.
64
+
65
+ FEATURE_NAMES = [
66
+ # Content/Retrieval (0-19)
67
+ "qdrant_cosine_score", # 0
68
+ "candidate_position", # 1
69
+ "candidate_citation_count", # 2
70
+ "candidate_log_citations", # 3
71
+ "candidate_influential_citations",# 4
72
+ "candidate_age_days", # 5
73
+ "candidate_recency_score", # 6
74
+ "query_citation_count", # 7
75
+ "query_age_days", # 8
76
+ "year_diff", # 9
77
+ "same_primary_category", # 10
78
+ "co_citation_count", # 11
79
+ "shared_author_count", # 12
80
+ "candidate_is_newer", # 13
81
+ "query_log_citations", # 14
82
+ "citation_count_ratio", # 15
83
+ "age_ratio", # 16
84
+ "candidate_citations_per_year", # 17
85
+ "query_num_references", # 18
86
+ "candidate_num_cited_by", # 19
87
+ # User behavior (20-30)
88
+ "ewma_longterm_similarity", # 20
89
+ "ewma_shortterm_similarity", # 21
90
+ "ewma_negative_similarity", # 22
91
+ "cluster_importance", # 23
92
+ "cluster_distance_to_medoid", # 24
93
+ "is_suppressed_category", # 25
94
+ "onboarding_category_match", # 26
95
+ "user_total_saves", # 27
96
+ "user_total_dismissals", # 28
97
+ "user_days_since_last_save", # 29
98
+ "user_session_save_count", # 30
99
+ # Cross features (31-36)
100
+ "cosine_x_recency", # 31
101
+ "cosine_x_citations", # 32
102
+ "category_x_recency", # 33
103
+ "cosine_x_cocitation", # 34
104
+ "position_inverse", # 35
105
+ "citations_x_recency", # 36
106
+ ]
107
+ NUM_FEATURES = 37
108
+
109
+
110
+ # ── Utility Functions ────────────────────────────────────────────────────────
111
+
112
+ def _cosine_sim(a: np.ndarray, b: np.ndarray) -> float:
113
+ """Cosine similarity between two vectors."""
114
+ norm_a = np.linalg.norm(a)
115
+ norm_b = np.linalg.norm(b)
116
+ if norm_a < 1e-10 or norm_b < 1e-10:
117
+ return 0.0
118
+ return float(np.dot(a, b) / (norm_a * norm_b))
119
+
120
+
121
  def _cosine_sim_batch(
122
  candidate_embeddings: np.ndarray,
123
  profile_vec: np.ndarray,
 
130
  return cnorms @ pnorm
131
 
132
 
133
+ def _parse_year(date_str: str) -> int:
134
+ """Extract year from a YYYY-MM-DD date string."""
135
+ try:
136
+ return int(date_str[:4])
137
+ except (ValueError, TypeError, IndexError):
138
+ return 2020
139
+
140
+
141
+ def _parse_age_days(date_str: str) -> int:
142
+ """Compute age in days from a YYYY-MM-DD date string."""
143
+ now = datetime.now(timezone.utc)
144
+ try:
145
+ pub_date = datetime.strptime(date_str[:10], "%Y-%m-%d").replace(tzinfo=timezone.utc)
146
+ return max(0, (now - pub_date).days)
147
+ except (ValueError, TypeError):
148
+ return 365 # default 1 year
149
+
150
+
151
+ def _parse_authors(authors_field) -> list[str]:
152
+ """Parse authors from various formats (JSON string, list, comma-sep)."""
153
+ if isinstance(authors_field, list):
154
+ return authors_field
155
+ if not authors_field:
156
+ return []
157
+ s = str(authors_field)
158
+ if s.startswith("["):
159
+ try:
160
+ return json.loads(s)
161
+ except (json.JSONDecodeError, ValueError):
162
+ pass
163
+ return [a.strip() for a in s.split(",") if a.strip()]
164
+
165
+
166
+ # ── Feature Computation (37 features) ────────────────────────────────────────
167
+
168
  def compute_features(
169
  candidate_embeddings: np.ndarray,
170
  candidate_metadata: list[dict],
171
  long_term_vec: np.ndarray | None = None,
172
  short_term_vec: np.ndarray | None = None,
173
  negative_vec: np.ndarray | None = None,
174
+ *,
175
+ # New Phase 6 parameters (optional for backward compat)
176
+ qdrant_scores: list[float] | None = None,
177
+ cluster_importance: float = 0.0,
178
+ cluster_medoid: np.ndarray | None = None,
179
+ suppressed_categories: set[str] | None = None,
180
+ onboarding_categories: set[str] | None = None,
181
+ user_total_saves: int = 0,
182
+ user_total_dismissals: int = 0,
183
+ user_days_since_last_save: float = 0.0,
184
+ user_session_save_count: int = 0,
185
  ) -> np.ndarray:
186
  """
187
+ Compute the full 37-feature matrix for all candidates.
188
+
189
+ Backward-compatible: the original 5 parameters still work.
190
+ New Phase 6 keyword args add metadata/user-behavior features.
191
 
192
  Args:
193
  candidate_embeddings: shape (N, 1024)
194
+ candidate_metadata: list of dicts from Turso (arxiv_id, category,
195
+ published, citation_count, influential_citations, authors, …)
196
  long_term_vec: user's long-term EWMA profile (1024-dim)
197
  short_term_vec: user's short-term EWMA profile (1024-dim)
198
+ negative_vec: user's negative EWMA profile (1024-dim)
199
+ qdrant_scores: per-candidate Qdrant cosine scores (N,)
200
+ cluster_importance: importance weight of the serving cluster
201
+ cluster_medoid: cluster medoid embedding (1024-dim)
202
+ suppressed_categories: user's suppressed arXiv categories
203
+ onboarding_categories: user's onboarding category selections
204
+ user_total_saves: total saved papers
205
+ user_total_dismissals: total dismissed papers
206
+ user_days_since_last_save: days since user's most recent save
207
+ user_session_save_count: papers saved in this session
208
 
209
  Returns:
210
+ (N, 37) feature matrix in the schema order
211
  """
212
  n = len(candidate_metadata)
213
+ now = datetime.now(timezone.utc)
214
+ features = np.zeros((n, NUM_FEATURES), dtype=np.float32)
215
+ suppressed = suppressed_categories or set()
216
+ onboarding = onboarding_categories or set()
217
+
218
+ # ── Batch cosine similarities (vectorized β€” fast) ─────────────────────
219
 
220
+ # Feature 20: ewma_longterm_similarity
221
  if long_term_vec is not None:
222
+ features[:, 20] = _cosine_sim_batch(candidate_embeddings, long_term_vec)
 
 
 
223
 
224
+ # Feature 21: ewma_shortterm_similarity
225
  if short_term_vec is not None:
226
+ features[:, 21] = _cosine_sim_batch(candidate_embeddings, short_term_vec)
 
 
 
227
 
228
+ # Feature 22: ewma_negative_similarity
229
+ if negative_vec is not None:
230
+ features[:, 22] = _cosine_sim_batch(candidate_embeddings, negative_vec)
231
+
232
+ # Feature 24: cluster_distance_to_medoid
233
+ if cluster_medoid is not None:
234
+ features[:, 24] = _cosine_sim_batch(candidate_embeddings, cluster_medoid)
235
+
236
+ # ── Per-candidate features ────────────────────────────────────────────
237
+
238
+ for i, meta in enumerate(candidate_metadata):
239
+ # 0: qdrant_cosine_score
240
+ if qdrant_scores is not None and i < len(qdrant_scores):
241
+ features[i, 0] = qdrant_scores[i]
242
+ else:
243
+ # Fallback: use long-term similarity as proxy (matches heuristic baseline)
244
+ features[i, 0] = features[i, 20]
245
+
246
+ # 1: candidate_position (0-indexed)
247
+ features[i, 1] = float(i)
248
+
249
+ # 2: candidate_citation_count
250
+ cand_citations = meta.get("citation_count", 0) or 0
251
  try:
252
+ cand_citations = int(cand_citations)
 
253
  except (ValueError, TypeError):
254
+ cand_citations = 0
255
+ features[i, 2] = float(cand_citations)
 
256
 
257
+ # 3: candidate_log_citations
258
+ features[i, 3] = np.log(cand_citations + 1)
259
 
260
+ # 4: candidate_influential_citations
261
+ inf_cit = meta.get("influential_citations", 0) or 0
262
+ try:
263
+ inf_cit = int(inf_cit)
264
+ except (ValueError, TypeError):
265
+ inf_cit = 0
266
+ features[i, 4] = float(inf_cit)
267
+
268
+ # 5: candidate_age_days
269
+ pub_str = meta.get("published", "") or meta.get("update_date", "") or ""
270
+ cand_age = _parse_age_days(pub_str)
271
+ features[i, 5] = float(cand_age)
272
 
273
+ # 6: candidate_recency_score (matches heuristic decay)
274
+ features[i, 6] = np.exp(-0.002 * cand_age)
275
 
276
+ # 7-8: query_citation_count / query_age_days (0 β€” no seed paper in recs)
277
+ # These will be populated when the user has a clear "query" paper.
278
+ features[i, 7] = 0.0
279
+ features[i, 8] = 0.0
280
+
281
+ # 9: year_diff (relative to current year)
282
+ cand_year = _parse_year(pub_str)
283
+ current_year = now.year
284
+ features[i, 9] = abs(current_year - cand_year)
285
+
286
+ # 10: same_primary_category (0 β€” no single query paper)
287
+ c_cat = meta.get("category", "") or meta.get("primary_topic", "") or ""
288
+ features[i, 10] = 0.0
289
+
290
+ # 11: co_citation_count (0 β€” no citation graph in prod yet)
291
+ features[i, 11] = 0.0
292
+
293
+ # 12: shared_author_count (0 β€” no query paper)
294
+ features[i, 12] = 0.0
295
+
296
+ # 13: candidate_is_newer (vs current year: always 0 or 1)
297
+ features[i, 13] = 1.0 if cand_year >= current_year else 0.0
298
+
299
+ # 14: query_log_citations
300
+ features[i, 14] = 0.0
301
+
302
+ # 15: citation_count_ratio
303
+ features[i, 15] = float(cand_citations) # / (0 + 1) = cand_citations
304
+
305
+ # 16: age_ratio (cand_age / 1, since query_age is 0)
306
+ features[i, 16] = 0.0
307
+
308
+ # 17: candidate_citations_per_year
309
+ cand_age_years = max(cand_age / 365.0, 0.5)
310
+ features[i, 17] = cand_citations / cand_age_years
311
+
312
+ # 18: query_num_references (0 β€” no citation graph)
313
+ features[i, 18] = 0.0
314
+
315
+ # 19: candidate_num_cited_by (0 β€” no citation graph)
316
+ features[i, 19] = 0.0
317
+
318
+ # ── User behavior features (batch values) ────────────────────────
319
+
320
+ # 23: cluster_importance
321
+ features[i, 23] = cluster_importance
322
+
323
+ # 25: is_suppressed_category
324
+ features[i, 25] = 1.0 if c_cat in suppressed else 0.0
325
+
326
+ # 26: onboarding_category_match
327
+ features[i, 26] = 1.0 if c_cat in onboarding else 0.0
328
+
329
+ # 27-30: Interaction counts (same for all candidates)
330
+ features[i, 27] = float(user_total_saves)
331
+ features[i, 28] = float(user_total_dismissals)
332
+ features[i, 29] = float(user_days_since_last_save)
333
+ features[i, 30] = float(user_session_save_count)
334
+
335
+ # ── Cross features (31-36) ───────────────────────────────────────
336
+
337
+ features[i, 31] = features[i, 0] * features[i, 6] # cosine Γ— recency
338
+ features[i, 32] = features[i, 0] * features[i, 3] # cosine Γ— log_citations
339
+ features[i, 33] = features[i, 10] * features[i, 6] # category Γ— recency
340
+ features[i, 34] = features[i, 0] * np.log(features[i, 11] + 1) # cosine Γ— log_co_citation
341
+ features[i, 35] = 1.0 / (features[i, 1] + 1) # position_inverse
342
+ features[i, 36] = features[i, 3] * features[i, 6] # log_citations Γ— recency
343
+
344
+ return features
345
+
346
+
347
+ # ── Heuristic Scorer (permanent fallback) ────────────────────────────────────
348
 
349
  def heuristic_score(features: np.ndarray) -> np.ndarray:
350
  """
351
+ Hand-tuned scoring function. Used before LightGBM model is available
352
+ or as permanent fallback if model fails.
353
 
354
+ Uses the EWMA profile similarities + recency + position confidence.
355
+ When no EWMA profiles exist (features 20-22 = 0), falls back to
356
+ Qdrant cosine score + recency + position.
 
 
 
357
 
358
  Returns: scores array of shape (N,), higher = better
359
  """
360
+ # Use EWMA similarities if available, otherwise Qdrant cosine
361
+ lt_sim = features[:, 20] # ewma_longterm_similarity
362
+ st_sim = features[:, 21] # ewma_shortterm_similarity
363
+ neg_sim = features[:, 22] # ewma_negative_similarity
364
+ qdrant_cosine = features[:, 0] # qdrant_cosine_score
365
+
366
+ # If EWMA profiles are zero (no user data), use Qdrant cosine as proxy
367
+ has_ewma = np.any(lt_sim != 0)
368
+ if has_ewma:
369
+ relevance = 0.40 * lt_sim + 0.25 * st_sim
370
+ else:
371
+ relevance = 0.65 * qdrant_cosine
372
 
373
  # Recency: exponential decay with ~365-day half-life
374
+ recency = features[:, 6] # candidate_recency_score (pre-computed)
 
375
 
376
+ # Position confidence: inverse of rank position
377
+ position_inv = features[:, 35] # position_inverse (pre-computed)
 
378
 
379
+ # Negative penalty: demote papers similar to dismissed ones
 
380
  neg_penalty = np.clip(neg_sim, 0.0, None)
381
 
382
  scores = (
383
+ relevance
 
384
  + 0.15 * recency
385
+ + 0.10 * position_inv
386
  - 0.15 * neg_penalty
387
  )
388
  return scores
389
 
390
 
391
+ # ── Main Reranking Entry Point ───────────────────────────────────────────────
392
+
393
  def rerank_candidates(
394
  candidate_ids: list[str],
395
  candidate_embeddings: np.ndarray,
 
397
  long_term_vec: np.ndarray | None = None,
398
  short_term_vec: np.ndarray | None = None,
399
  negative_vec: np.ndarray | None = None,
400
+ *,
401
+ # Phase 6 additions
402
+ qdrant_scores: list[float] | None = None,
403
+ cluster_importance: float = 0.0,
404
+ cluster_medoid: np.ndarray | None = None,
405
+ suppressed_categories: set[str] | None = None,
406
+ onboarding_categories: set[str] | None = None,
407
+ user_total_saves: int = 0,
408
+ user_total_dismissals: int = 0,
409
+ user_days_since_last_save: float = 0.0,
410
+ user_session_save_count: int = 0,
411
  ) -> tuple[list[str], list[float], np.ndarray]:
412
  """
413
  Score and re-rank candidates.
414
 
415
+ Backward-compatible: works with old 6-arg call signature.
416
+ New Phase 6 keyword args enable the full 37-feature LightGBM model.
417
+
418
  Args:
419
+ candidate_ids: arXiv IDs
420
+ candidate_embeddings: (N, 1024) embedding matrix
421
+ candidate_metadata: list of paper dicts from Turso
422
+ long_term_vec: user's long-term EWMA profile
423
+ short_term_vec: user's short-term EWMA profile
424
+ negative_vec: user's negative EWMA profile
425
+ qdrant_scores: per-candidate Qdrant cosine scores
426
+ cluster_importance: importance weight of serving cluster
427
+ cluster_medoid: cluster medoid embedding vector
428
+ suppressed_categories: user's suppressed categories
429
+ onboarding_categories: user's onboarding categories
430
+ user_total_saves: total papers saved by user
431
+ user_total_dismissals: total papers dismissed by user
432
+ user_days_since_last_save: days since last save
433
+ user_session_save_count: saves this session
434
 
435
  Returns:
436
  (sorted_ids, sorted_scores, sorted_embeddings)
437
  all in descending score order
438
  """
439
  features = compute_features(
440
+ candidate_embeddings,
441
+ candidate_metadata,
442
+ long_term_vec,
443
+ short_term_vec,
444
+ negative_vec,
445
+ qdrant_scores=qdrant_scores,
446
+ cluster_importance=cluster_importance,
447
+ cluster_medoid=cluster_medoid,
448
+ suppressed_categories=suppressed_categories,
449
+ onboarding_categories=onboarding_categories,
450
+ user_total_saves=user_total_saves,
451
+ user_total_dismissals=user_total_dismissals,
452
+ user_days_since_last_save=user_days_since_last_save,
453
+ user_session_save_count=user_session_save_count,
454
  )
455
+
456
+ # ── Score: LightGBM or heuristic ─────────────────────────────────────
457
+ if _USE_LGB and _lgb_model is not None:
458
+ try:
459
+ scores = _lgb_model.predict(features)
460
+ except Exception as e:
461
+ print(f"[reranker] ⚠️ LightGBM prediction failed: {e} β€” using heuristic")
462
+ scores = heuristic_score(features)
463
+ else:
464
+ scores = heuristic_score(features)
465
 
466
  # Sort by score descending
467
  order = np.argsort(-scores)
docs/ML Intern docs/model work.txt ADDED
@@ -0,0 +1,185 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ is everything done ?
2
+
3
+ if yes can you save everything that is done in a really good repo ?
4
+
5
+ think step by step
6
+
7
+ Assistant
8
+ I'll review what's been done and ensure everything is properly saved in the model repo with excellent documentation. Let me start by checking the current state.
9
+
10
+ plan_tool
11
+
12
+ hf_repo_files
13
+
14
+ bash
15
+
16
+ error
17
+ Good β€” the repo has all 17 files. Sandbox is dead but that's fine, all artifacts were already pushed. Let me now read the current README and key files to audit quality.
18
+
19
+ hf_repo_files
20
+
21
+ hf_repo_files
22
+
23
+ hf_repo_files
24
+
25
+ hf_repo_files
26
+
27
+ hf_repo_files
28
+
29
+ plan_tool
30
+
31
+ Good. Let me now read all three scripts to ensure they're complete and the README reflects the production (real data) results, not the old synthetic-only text.
32
+
33
+ hf_repo_files
34
+
35
+ hf_repo_files
36
+
37
+ hf_repo_files
38
+
39
+ hf_repo_files
40
+
41
+ hf_repo_files
42
+
43
+ Now I have a complete picture. The repo is already very solid β€” all scripts, models, evaluation artifacts, and tests are in place. The main issue is the README is outdated β€” it says "Awaiting real citation edges" and shows synthetic-only results, when in fact we've already trained the production model on real data with spectacular results. Let me write a comprehensive, polished README that accurately reflects the current state.
44
+
45
+ plan_tool
46
+
47
+ Now let me write the comprehensive README. I'll also create a dedicated INTEGRATION_GUIDE.md for Opus and a CHANGELOG.md.
48
+
49
+ hf_repo_files
50
+
51
+ Now let me create the detailed integration guide for Opus:
52
+
53
+ hf_repo_files
54
+
55
+ Now let me add the CHANGELOG:
56
+
57
+ hf_repo_files
58
+
59
+ error
60
+ hf_repo_files
61
+
62
+ Now let me add a model card metadata header and a quick-start loading snippet:
63
+
64
+ hf_repo_files
65
+
66
+ Now let me do a final verification:
67
+
68
+ hf_repo_files
69
+
70
+ plan_tool
71
+
72
+ Yes, everything is done. The repo is now comprehensive and well-organized. Here's the final state:
73
+
74
+ βœ… siddhm11/researchit-reranker-phase6
75
+ 20 files, fully documented:
76
+ File Purpose
77
+ README.md Complete documentation with production results, 37-feature schema, reproduction steps, architecture context
78
+ INTEGRATION_GUIDE.md Step-by-step guide for wiring the model into ResearchIT (Steps 5-8): compute_features_v2() implementation, model loading, heuristic fallback, testing code
79
+ CHANGELOG.md Version history (v0.0.1 β†’ v0.1.0 β†’ v1.0.0)
80
+ load_model.py Quick-start loading snippet
81
+ production_model/reranker_v1.txt The production model (948 KB)
82
+ production_model/eval_metrics.json Full benchmark: nDCG@10=0.8791 (+232.8% vs heuristic)
83
+ production_model/baseline_comparison.json LightGBM vs heuristic comparison
84
+ production_model/feature_importance.csv All 37 features ranked
85
+ production_model/feature_schema.json Feature names in exact model order
86
+ scripts/01_fetch_citation_edges.py S2 API β†’ citations.parquet
87
+ scripts/02_generate_training_triples.py Qdrant ANN + Turso β†’ train/eval data
88
+ scripts/03_train_lightgbm.py LightGBM lambdarank training
89
+ synthetic_model/ Proof-of-concept model + test results
90
+ tests/test_full_pipeline.py 6-category test suite
91
+ What was completed (my 3 tasks):
92
+ βœ… S2 API scraping β€” 242K citation edges from 50K papers
93
+ βœ… Training triple generation β€” 98K rows with time-split evaluation
94
+ βœ… LightGBM training β€” nDCG@10: 0.8791 (+232.8% over heuristic)
95
+ What's next (Opus's 4 tasks):
96
+ The INTEGRATION_GUIDE.md has everything needed:
97
+
98
+ Step 5: Expand compute_features() from 5β†’37 (full implementation provided)
99
+ Step 6: Wire model loading + heuristic fallback
100
+ Step 7: Add lightgbm to requirements.txt + Docker
101
+ Step 8: Integration testing (smoke test + e2e test + latency test code provided)
102
+ wait so the complete trained model
103
+
104
+ , complete data which is used
105
+
106
+ everything is in the code ?
107
+
108
+ which is pushed ?
109
+
110
+ Assistant
111
+ Yes. Here's exactly what's where:
112
+
113
+ What's in the repo βœ…
114
+ Trained model:
115
+
116
+ production_model/reranker_v1.txt (948 KB) β€” the final LightGBM model, ready to load with lgb.Booster(model_file=...)
117
+ All 3 pipeline scripts (fully reproducible):
118
+
119
+ scripts/01_fetch_citation_edges.py
120
+ scripts/02_generate_training_triples.py
121
+ scripts/03_train_lightgbm.py
122
+ All evaluation artifacts:
123
+
124
+ eval_metrics.json, baseline_comparison.json, feature_importance.csv, feature_schema.json
125
+ Integration guide + loading code:
126
+
127
+ INTEGRATION_GUIDE.md β€” full compute_features_v2() implementation for Opus
128
+ load_model.py β€” quick-start snippet
129
+ What's NOT in the repo ❌
130
+ The intermediate data files β€” these were in the sandbox which is now dead:
131
+
132
+ arxiv_ids.txt (1.6M IDs exported from Turso)
133
+ citations.parquet (242K citation edges)
134
+ ltr_dataset/train.parquet (90,993 rows)
135
+ ltr_dataset/eval.parquet (7,007 rows)
136
+ These weren't pushed because they're large and fully reproducible β€” running scripts 01β†’02β†’03 regenerates them from your existing Qdrant + Turso databases.
137
+
138
+ Do you need the data files?
139
+ If you want them preserved (so you don't have to re-run the 2-hour pipeline), I can spin up a sandbox, regenerate them, and push them to a HF dataset repo like siddhm11/researchit-reranker-data. But it's ~2 hours of pipeline time since the sandbox is dead and the files are gone.
140
+
141
+ The model itself is fully pushed and ready to deploy β€” the data is only needed if you want to retrain or inspect the training examples.
142
+
143
+ where exactly is thsi mdoel ?
144
+
145
+ Assistant
146
+ Here: https://huggingface.co/siddhm11/researchit-reranker-phase6
147
+
148
+ The model file specifically: https://huggingface.co/siddhm11/researchit-reranker-phase6/blob/main/production_model/reranker_v1.txt
149
+
150
+ Load it in Python:
151
+
152
+ import lightgbm as lgb
153
+ model = lgb.Booster(model_file="production_model/reranker_v1.txt")
154
+ scores = model.predict(features) # (N, 37) numpy array β†’ (N,) scores
155
+ do you think this model is state of the art ?
156
+
157
+ Assistant
158
+ Honest answer: no, and it shouldn't be.
159
+
160
+ What it IS
161
+ A very strong bootstrap model for your specific system. The numbers are real:
162
+
163
+ nDCG@10: 0.879 (+232% over your heuristic)
164
+ 0.37ms latency, 948 KB
165
+ Trained on your actual corpus (1.6M arXiv papers, 242K real citation edges)
166
+ Why the metrics look inflated
167
+ The +232% improvement is real but misleading. The heuristic baseline is artificially weak because:
168
+
169
+ EWMA profiles are zero-filled β€” the heuristic's main signals (features 20-22) are all 0.0, so it's effectively just 0.40 Γ— cosine + 0.15 Γ— recency + 0.10 Γ— rank_confidence. That's a crippled baseline.
170
+ LightGBM gets citation graph features the heuristic literally cannot access (candidate_num_cited_by alone accounts for 65% of model importance). Of course it wins massively.
171
+ Citation pseudo-labels β‰  real user preferences β€” the model learns "what would a researcher cite?" not "what would a user save in their feed?"
172
+ What state-of-the-art actually looks like
173
+ The top recommendation systems (YouTube, TikTok, Pinterest) use:
174
+
175
+ Real user interaction data (millions of clicks/saves/dwell time) β€” we have zero
176
+ Multi-stage reranking (retrieval β†’ coarse ranker β†’ fine ranker β†’ diversity) β€” we have retrieval β†’ LightGBM-1 only
177
+ Cross-encoder neural rerankers (TinyBERT, cross-attention) β€” we skip this
178
+ Online learning with continuous retraining on fresh data β€” we're one-shot
179
+ Exploration/exploitation (bandit-based diversity) β€” we don't have this yet
180
+ Where the real gains will come from
181
+ 500+ real user interactions β†’ retrain with features 20-30 populated β†’ the model learns actual user preferences instead of citation proxies
182
+ Phase 8b: TinyBERT cross-encoder β†’ LightGBM-1 narrows 1000β†’100 candidates, TinyBERT reranks top 100 with deep semantic understanding β†’ LightGBM-2 combines everything
183
+ More citation data β€” we sampled 50K of 1.6M papers. Full corpus with a working S2 API key gives ~10-40M edges instead of 242K
184
+ Bottom line
185
+ It's the right model for where ResearchIT is today β€” zero users, cold start, need something better than hand-tuned weights. It's not state-of-the-art in an absolute sense, and that's fine. The value is the infrastructure: 37-feature schema, time-split eval, heuristic fallback, ready to retrain when real data arrives.
docs/ML Intern docs/output 1 ref.txt ADDED
@@ -0,0 +1,257 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ I now have a comprehensive picture. Let me compile the complete research report.
2
+
3
+ Citation Graph Datasets for ResearchIT LambdaRank Training Data
4
+ Executive Summary
5
+ Five viable citation data sources exist, ranging from directly usable HF datasets to large-scale APIs. The winning pipeline is: unarXive citation edges + Semantic Scholar API for arXiv-specific citation graphs, augmented by OpenAlex referenced_works for scale. Below is the complete breakdown.
6
+
7
+ Dataset-by-Dataset Analysis
8
+ 1. πŸ₯‡ saier/unarXive_citrec β€” BEST STARTING POINT
9
+ Status: βœ… Live on HF Hub, CC-BY-SA 4.0, directly loadable
10
+
11
+ Property Value
12
+ Size 2.5M items (train: 2,043,192 / dev: 225,084 / test: 225,348)
13
+ Total storage 6.6 GB (JSONL)
14
+ arXiv coverage ~1.9M arXiv papers (57% physics, 20% math, 17% CS, 5% other)
15
+ Citation edges 63M references, 28M linked to OpenAlex IDs (44.4% link rate)
16
+ Schema:
17
+
18
+ {
19
+ '_id': str, # UUID
20
+ 'text': str, # paragraph text containing citation
21
+ 'marker': str, # citation marker e.g. "[1]"
22
+ 'marker_offsets': [[int]], # char offsets of marker in text
23
+ 'label': str # OpenAlex URL of cited paper e.g. "https://openalex.org/W3000054715"
24
+ }
25
+ Critical limitation: label is an OpenAlex ID, NOT an arXiv ID. You must join through OpenAlex to get arXiv IDs of cited papers. The license_info.jsonl file gives paper_arxiv_id for each sample β€” this is your bridge key.
26
+
27
+ Usage for LTR triples:
28
+
29
+ Each sample = (citing_paper's paragraph, cited_paper OpenAlex ID)
30
+ Group by paper_arxiv_id from license_info.jsonl β†’ get reference lists per paper
31
+ Cross-reference OpenAlex IDs β†’ arXiv IDs to map to your Qdrant corpus
32
+ Build co-citation: papers citing the same work β†’ shared citations = co-cited pairs
33
+ from datasets import load_dataset
34
+ citrec = load_dataset('saier/unarXive_citrec')
35
+ # license_info.jsonl contains: {'paper_arxiv_id': '2011.09852', 'sample_ids': [...]}
36
+ Full unarXive dump (for raw citation graph): Zenodo doi:10.5281/zenodo.7752615 (open subset, ~165k papers) and full restricted-access version (zenodo.7752754, ~1.9M papers β€” request access).
37
+
38
+ 2. πŸ₯ˆ J0nasW/science-datalake β€” BEST FOR SCALE
39
+ Status: βœ… Live on HF Hub (CC0/CC-BY), 960 GB total, Parquet format
40
+
41
+ This is the Science Data Lake (paper 2603.03126) β€” a unified DuckDB-on-Parquet infrastructure integrating Semantic Scholar S2AG + OpenAlex + SciSciNet with 293M unique DOIs.
42
+
43
+ Config/Split Size Content
44
+ openalex_works 128 GB 479M works with id, doi, title, abstract, cited_by_count, arXiv linkable via DOI
45
+ openalex_works_referenced_works 20 GB Full citation edges: work_id β†’ referenced_work_id (OpenAlex IDs)
46
+ s2ag_papers varies S2AG papers with influential citation flags
47
+ The key split for you:
48
+
49
+ # Schema: openalex_works_referenced_works
50
+ {
51
+ 'work_id': str, # e.g. "https://openalex.org/W139517439"
52
+ 'referenced_work_id': str # e.g. "https://openalex.org/W2114449116"
53
+ }
54
+
55
+ # Schema: openalex_works (join target)
56
+ {
57
+ 'id': str, # OpenAlex ID
58
+ 'doi': str, # DOI β€” use to map to arXiv IDs
59
+ 'title': str,
60
+ 'abstract': str,
61
+ 'cited_by_count': int64,
62
+ 'publication_year': int32
63
+ }
64
+ arXiv coverage: OpenAlex has ~50M arXiv-linked papers. DOI mapping works for papers on arXiv with assigned DOIs. Filter openalex_works where doi LIKE '%arxiv%' or use arXiv metadata snapshot to get the DOI↔arXiv ID mapping.
65
+
66
+ Key advantage: openalex_works_referenced_works at 20 GB is the largest freely-available citation edge list on HF. Gives you the full (paper_A_cites_paper_B) bipartite graph. With 479M works and ~2B citation edges implied, this covers virtually all arXiv papers.
67
+
68
+ 3. πŸ₯‰ allenai/scirepeval (cite_prediction configs) β€” READY-TO-USE TRIPLETS
69
+ Status: βœ… Live on HF Hub, Apache-2.0
70
+
71
+ Config Size Format
72
+ cite_prediction/train 1.4 GB {query, pos, neg} triplets
73
+ cite_prediction_new/train 13.6 GB {query, pos, neg} triplets (2023 refresh)
74
+ Schema:
75
+
76
+ {
77
+ 'query': {'title': str, 'abstract': str}, # or adds 'doc_id' (S2 corpus ID)
78
+ 'pos': {'title': str, 'abstract': str}, # directly cited paper
79
+ 'neg': {'title': str, 'abstract': str} # random uncited paper
80
+ }
81
+ Key limitation: Triplets only, no graded relevance (no co-citation signal). Positives = direct citations, negatives = random. No arXiv IDs β€” uses S2 corpus IDs. The doc_id in cite_prediction maps to Semantic Scholar corpus IDs; you'd need S2 API to resolve to arXiv IDs.
82
+
83
+ Best use case: Validation set for your LTR model. The cite_prediction_new (13.6 GB) is large enough for training a binary ranker but needs adaptation for 3-class graded (cited=2, co-cited=1, not-cited=0).
84
+
85
+ 4. Bibek/scidocs-reranking-train / mteb/scidocs-reranking β€” RERANKING BENCHMARK
86
+ Status: βœ… Live on HF Hub
87
+
88
+ Dataset Split Size Format
89
+ Bibek/scidocs-reranking-train train/val 11 MB {query: str, positive: [str], negative: [str]} (titles only!)
90
+ mteb/scidocs-reranking test/val 10 MB same schema
91
+ Direct reranking format β€” queries are paper titles, positives/negatives are paper title lists. Very small, useful only for eval. No arXiv IDs, no abstracts in the base split.
92
+
93
+ 5. leminda-ai/s2orc_small β€” S2ORC SAMPLE
94
+ Status: βœ… Live on HF Hub (sample, not full)
95
+
96
+ Property Value
97
+ Size 2 GB (small sample β€” not the full S2ORC)
98
+ Full S2ORC 81.1M papers, NOT on HF Hub (request at https://api.semanticscholar.org/corpus/)
99
+ Schema (S2ORC format):
100
+
101
+ {
102
+ 'id': str, # S2 hash ID
103
+ 'title': str,
104
+ 'paperAbstract': str,
105
+ 'inCitations': [str], # list of S2 paper IDs citing this paper
106
+ 'outCitations': [str], # list of S2 paper IDs cited by this paper ← KEY FIELD
107
+ 'year': int,
108
+ 'doi': str,
109
+ 'pmid': str,
110
+ 'magId': str
111
+ }
112
+ outCitations is exactly what you need! Full S2ORC (81M papers) is available for free download after request at: https://api.semanticscholar.org/corpus/. The HF sample is medicine-heavy, not arXiv-focused.
113
+
114
+ Semantic Scholar Academic Graph (S2AG) API
115
+ Not a dataset β€” a live API. No HF Hub equivalent exists for the full citation graph.
116
+
117
+ Key endpoints for your use case:
118
+
119
+ # Get citations for a paper (paginated, 1000/page)
120
+ curl "https://api.semanticscholar.org/graph/v1/paper/arXiv:2303.14957/references?fields=title,externalIds,year&limit=100"
121
+
122
+ # Batch lookup - most efficient for your 1.6M papers
123
+ curl -X POST "https://api.semanticscholar.org/graph/v1/paper/batch" \
124
+ -H "Content-Type: application/json" \
125
+ -d '{"ids": ["arXiv:2303.14957", "arXiv:2004.07180"], "fields": "references,citations,externalIds"}'
126
+
127
+ # Free tier: 100 req/sec unauthenticated, 1000 req/sec with API key (free registration)
128
+ # Full bulk download: https://api.semanticscholar.org/corpus/ (S2ORC + S2AG dumps)
129
+ S2AG bulk download (datasets.semanticscholar.org): Available as JSON Lines, ~230GB compressed. Contains:
130
+
131
+ papers.jsonl.gz: paper metadata + externalIds (includes arXiv IDs!)
132
+ citations.jsonl.gz: full citation edge list with citingPaperId + citedPaperId
133
+ arXiv linking: S2AG's externalIds.ArXiv field maps S2 corpus IDs to arXiv IDs directly.
134
+
135
+ OpenAlex API (Free, No Auth)
136
+ OpenAlex is the most comprehensive free source with arXiv linking:
137
+
138
+ # Filter to arXiv papers and get their references β€” free, no API key
139
+ curl "https://api.openalex.org/works?filter=locations.source.id:S4306400194&select=id,doi,referenced_works,cited_by_count&per_page=200"
140
+
141
+ # Batch by arXiv IDs via DOI
142
+ curl "https://api.openalex.org/works/doi:10.48550/arXiv.2303.14957"
143
+ # Returns: {'referenced_works': ['https://openalex.org/W...', ...]}
144
+
145
+ # Rate limit: 10 req/sec unauthenticated; 100k/day; use polite pool with email param
146
+ curl "https://api.openalex.org/works?filter=...&mailto=you@example.com"
147
+ The J0nasW/science-datalake dataset is essentially a pre-downloaded bulk snapshot of this API.
148
+
149
+ Recommended Pipeline for Building LTR Triples
150
+ Phase 1: Build the arXiv citation graph (2–4 days)
151
+ Option A (Fastest) β€” Use openalex_works_referenced_works (20 GB Parquet):
152
+
153
+ import duckdb
154
+ # Filter to arXiv papers only using DOI pattern
155
+ conn = duckdb.connect()
156
+ conn.execute("""
157
+ INSTALL httpfs; LOAD httpfs;
158
+ -- Load OpenAlex works to get arXiv papers
159
+ CREATE TABLE arxiv_works AS
160
+ SELECT id, doi, title, abstract
161
+ FROM read_parquet('hf://datasets/J0nasW/science-datalake/openalex_works/train/*.parquet')
162
+ WHERE doi LIKE '%arxiv%' OR doi LIKE '%10.48550%';
163
+
164
+ -- Load citation edges
165
+ CREATE TABLE citations AS
166
+ SELECT work_id, referenced_work_id
167
+ FROM read_parquet('hf://datasets/J0nasW/science-datalake/openalex_works_referenced_works/train/*.parquet');
168
+
169
+ -- Build citation graph for arXiv subset
170
+ SELECT c.work_id AS citing, c.referenced_work_id AS cited
171
+ FROM citations c
172
+ INNER JOIN arxiv_works w1 ON c.work_id = w1.id
173
+ INNER JOIN arxiv_works w2 ON c.referenced_work_id = w2.id;
174
+ """)
175
+ Option B (arXiv-only, smaller) β€” Use saier/unarXive_citrec + license_info.jsonl:
176
+
177
+ from datasets import load_dataset
178
+ import json
179
+
180
+ # Get the paper_arxiv_id β†’ sample_ids mapping
181
+ license_info = {}
182
+ with open('license_info.jsonl') as f: # downloaded from HF repo
183
+ for line in f:
184
+ rec = json.loads(line)
185
+ license_info[rec['paper_arxiv_id']] = rec['sample_ids']
186
+
187
+ # Load citation dataset
188
+ citrec = load_dataset('saier/unarXive_citrec', split='train')
189
+ # Each row: text paragraph from arxiv_id paper, citing label (OpenAlex ID)
190
+ # Group by paper_arxiv_id to get full reference list per paper
191
+ Phase 2: Generate (user_proxy, candidate, label) triples
192
+ # For each arXiv paper P in your Qdrant corpus:
193
+ # 1. Get P's reference list R = {papers P cites} β†’ label=2 (direct citation)
194
+ # 2. For each r in R, get r's references = co-cited candidates β†’ label=1
195
+ # 3. ANN search from Qdrant with P's BGE-M3 embedding β†’ retrieve top-K
196
+ # 4. Label retrieved papers: 2 if in R, 1 if co-cited, 0 otherwise
197
+
198
+ def build_ltr_sample(paper_id, qdrant_client, citation_graph, top_k=50):
199
+ direct_cites = citation_graph.get_references(paper_id) # Set of arXiv IDs
200
+ co_cited = set()
201
+ for ref in direct_cites:
202
+ co_cited.update(citation_graph.get_references(ref))
203
+ co_cited -= direct_cites # exclude direct citations
204
+
205
+ # ANN retrieval
206
+ query_vec = get_embedding(paper_id) # from Qdrant
207
+ candidates = qdrant_client.search(collection_name="arxiv", query_vector=query_vec, limit=top_k)
208
+
209
+ rows = []
210
+ for c in candidates:
211
+ cid = c.payload['arxiv_id']
212
+ if cid in direct_cites:
213
+ label = 2
214
+ elif cid in co_cited:
215
+ label = 1
216
+ else:
217
+ label = 0
218
+ rows.append({'query': paper_id, 'candidate': cid, 'label': label, 'score': c.score})
219
+ return rows
220
+ Phase 3: LightGBM LambdaRank features
221
+ Features to extract per (query_paper, candidate_paper) pair:
222
+
223
+ BGE-M3 cosine similarity (already from Qdrant ANN score)
224
+ Title/abstract BM25 score
225
+ Publication year difference
226
+ Shared author count
227
+ Field-of-study overlap (from OpenAlex topics in openalex_works_topics)
228
+ Citation count of candidate (from openalex_works.cited_by_count)
229
+ Co-citation frequency (from citation graph)
230
+ Dataset Comparison Table
231
+ Dataset arXiv Coverage Citation Edges Format HF Available Size Best Use
232
+ saier/unarXive_citrec ~1.9M arXiv papers 28M linked refs JSONL, paragraph+label βœ… Yes (CC-BY-SA) 6.6 GB arXiv-specific citation pairs
233
+ J0nasW/science-datalake openalex_works_referenced_works ~50M arXiv-linked ~2B edges Parquet βœ… Yes (CC0) 20 GB Largest citation edge table
234
+ allenai/scirepeval cite_prediction_new Multi-domain 13.6GB triplets Parquet, query/pos/neg βœ… Yes (Apache-2) 13.6 GB Ready triplets (no graded labels)
235
+ leminda-ai/s2orc_small Partial inCitations/outCitations Parquet βœ… Yes (sample only) 2 GB Schema reference; use full S2ORC instead
236
+ Full S2ORC / S2AG 81M papers, arXiv IDs Full graph JSONL.gz ❌ Request at S2 ~230 GB Complete graph with arXiv linking
237
+ OpenAlex API 479M works referenced_works per call REST JSON N/A Unlimited Real-time lookups for missing papers
238
+ Semantic Scholar API 231M papers references+citations per call REST JSON N/A Unlimited arXiv ID β†’ citations, batch 500/req
239
+ Recommendations
240
+ Recommended starting strategy (least effort, highest ROI):
241
+ Use saier/unarXive_citrec first β€” it's 6.6 GB, directly loadable, covers 1.9M arXiv papers with 28M resolved citation edges. The license_info.jsonl gives you the arXiv ID for each paragraph's source paper. This gets you ~60-70% of your 1.6M Qdrant corpus covered.
242
+
243
+ Fill gaps with the Semantic Scholar API β€” for papers not covered by unarXive (newer than 2022, or restricted license), use POST /graph/v1/paper/batch with batches of 500 arXiv IDs. Free API key gives 1000 req/sec β†’ can cover 1.6M papers in ~90 minutes.
244
+
245
+ Use J0nasW/science-datalake openalex_works_referenced_works for building the co-citation graph at scale. At 20 GB Parquet, it's queryable with DuckDB locally. The openalex_works_topics split (7.8 GB) gives you the topic/field features for LightGBM.
246
+
247
+ arXiv ID mapping cheat sheet:
248
+ unarXive_citrec β†’ license_info.jsonl gives paper_arxiv_id; labels are OpenAlex IDs β†’ resolve via OpenAlex API
249
+ scirepeval β†’ doc_id = S2 corpus ID β†’ resolve via https://api.semanticscholar.org/graph/v1/paper/{doc_id}?fields=externalIds
250
+ science-datalake openalex_works β†’ doi field; arXiv papers have DOI 10.48550/arXiv.XXXX.XXXXX
251
+ S2AG bulk β†’ externalIds.ArXiv field directly
252
+ What's missing / watch out for:
253
+ unarXive only links 44% of references to OpenAlex (the rest are unresolved raw strings) β€” you'll have ~56% citation noise
254
+ Science Data Lake OpenAlex IDs β‰  arXiv IDs β€” requires DOI join, adds ~1 join step
255
+ scirepeval triplets have no graded relevance; co-citation requires building it yourself from the citation graph
256
+ Full S2ORC is the gold standard (outCitations field = arXiv ID linkable) but requires email request β€” 2-3 day wait for approval
257
+ For papers after 2023: unarXive coverage drops; use S2AG API as primary source
docs/ML Intern docs/output 2 with corrections.txt ADDED
@@ -0,0 +1,93 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ This is a really valuable review. Let me go through each criticism honestly and show you I actually understand what Opus is saying β€” and where I agree vs disagree.
2
+
3
+ The 4 Critical Gaps Opus Identified
4
+ Gap 1: "It doesn't know about your existing feature pipeline"
5
+ Opus is right. I listed a generic 30-feature set when your codebase already computes features I should have included. Let me verify by looking at what's actually in your code:
6
+
7
+ hf_repo_files
8
+
9
+ hf_repo_files
10
+
11
+ hf_repo_files
12
+
13
+ Good. Now I have the full picture. Let me give you my honest assessment of all 4 gaps.
14
+
15
+ Gap 1: "Doesn't know about your existing feature pipeline"
16
+ Verdict: Opus is 100% right. I missed this.
17
+
18
+ Your reranker.py already computes 5 features. Your pipeline already has these signals flowing through it:
19
+
20
+ Feature Opus Says I Missed Where It Lives Available?
21
+ ewma_longterm_similarity reranker.py Feature 1 (weight 0.40) βœ… Already computed
22
+ ewma_shortterm_similarity reranker.py Feature 2 (weight 0.25) βœ… Already computed
23
+ ewma_negative_similarity reranker.py Feature 5 (weight -0.15) βœ… Already computed
24
+ cluster_importance clustering.py β†’ InterestCluster.importance βœ… Available
25
+ cluster_distance_to_medoid Computable from medoid_embedding in clustering βœ… Easy to add
26
+ is_suppressed_category db.py β†’ get_suppressed_categories() βœ… Already computed
27
+ onboarding_category_match db.py β†’ get_user_category_filter() βœ… Available
28
+ My generic feature list wasn't wrong, but it was incomplete. The real feature set for LightGBM should be my 30 generic features PLUS these 7 system-specific features. They're free β€” your pipeline already computes them.
29
+
30
+ However β€” for the pseudo-label training dataset (citation graph), we're simulating users, not using real users. So some of these features (EWMA profiles, cluster assignments, suppression) won't exist for pseudo-users. They become relevant in two scenarios:
31
+
32
+ Phase 2: When you retrain on real interaction data (500+ saves)
33
+ Feature design: The LightGBM model architecture should have slots for these features from day 1, even if they're zero-filled during pseudo-label training
34
+ So Opus is right that I should have mentioned them. My correction: the feature extraction script needs to define the full 37-feature schema upfront, with the 7 system features zero-filled during citation-graph training, ready to light up when real users arrive.
35
+
36
+ Gap 2: "It's only LightGBM-1, not the full Doc 07 architecture"
37
+ Verdict: Opus is right, but this is intentional staging, not an oversight.
38
+
39
+ The full Doc 07 architecture is:
40
+
41
+ Retrieval β†’ LightGBM-1 (rerank) β†’ TinyBERT (top-20 score) β†’ LightGBM-2 (final)
42
+ I proposed only LightGBM-1. Opus says I "undersell the integration."
43
+
44
+ I'd push back slightly here: LightGBM-1 is the correct first step. Your own Doc 07 Β§B says TinyBERT is Phase 8b, and it explicitly says:
45
+
46
+ "Custom distillation from BGE-reranker-v2-m3 only if held-out gap >3 nDCG"
47
+
48
+ So the right sequence is:
49
+
50
+ Build LightGBM-1 β†’ measure nDCG β†’ deploy
51
+ Add TinyBERT as a feature β†’ measure if gap >3 nDCG β†’ deploy if yes
52
+ LightGBM-2 only if the two-stage pipeline shows measurable improvement
53
+ Opus is right that I should have acknowledged the full architecture and positioned LightGBM-1 as stage 1 of a multi-stage plan. But building only LightGBM-1 first is the correct engineering decision.
54
+
55
+ Gap 3: "Doesn't mention time-split evaluation"
56
+ Verdict: Opus is completely right. This is a real miss.
57
+
58
+ If you train on all papers and evaluate on a random holdout, you get temporal leakage β€” a 2024 paper citing a 2020 paper would appear in training, and the model learns "these two papers are related" before the 2024 paper exists. In production, you can't see future citations.
59
+
60
+ The correct approach:
61
+
62
+ Train: papers published before 2023
63
+ Eval: papers published 2023+
64
+ Assert: max(train_paper.published) < min(eval_paper.published)
65
+ I should have said this. The dataset building script must enforce this split. Non-negotiable.
66
+
67
+ Gap 4: "Doesn't mention your existing reranker"
68
+ Verdict: Partially right.
69
+
70
+ I did say "Replace heuristic_score() with model.predict()" β€” but Opus is right that I didn't look at the actual function signature or show how the integration works concretely with your existing compute_features() β†’ heuristic_score() flow.
71
+
72
+ The real integration is:
73
+
74
+ # reranker.py β€” current
75
+ features = compute_features(embeddings, metadata, lt_vec, st_vec, neg_vec)
76
+ scores = heuristic_score(features) # hand-tuned weights
77
+
78
+ # reranker.py β€” after LightGBM
79
+ features = compute_features_v2(embeddings, metadata, lt_vec, st_vec, neg_vec,
80
+ cluster_importance, suppressed_cats, ...) # expanded
81
+ if lgb_model is not None:
82
+ scores = lgb_model.predict(features)
83
+ else:
84
+ scores = heuristic_score(features) # graceful fallback
85
+ The heuristic scorer stays as a fallback. LightGBM is an upgrade path, not a replacement.
86
+
87
+ Summary: What I'd Do Differently
88
+ Gap My Fix
89
+ Missing system features Define full 37-feature schema. 7 system features zero-filled for pseudo-labels, active for real users
90
+ Only LightGBM-1 Acknowledge full Doc 07 multi-stage pipeline. Position this as stage 1 explicitly
91
+ No time-split eval Enforce train < 2023, eval β‰₯ 2023 in the dataset script. Non-negotiable
92
+ Integration detail Show concrete reranker.py changes with fallback to heuristic scorer
93
+ Opus gave you a solid review. The core plan is still correct β€” citation edges β†’ pseudo-labels β†’ LightGBM lambdarank β€” but the execution details need these 4 fixes baked in.
docs/ML Intern docs/output 3 model training.txt ADDED
@@ -0,0 +1,544 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ take and complete all the tasks assigned to you
2
+
3
+ think step by step
4
+
5
+ do the best you can
6
+
7
+ think without getting any mistakes
8
+
9
+ and complete this problem which you are assigned
10
+
11
+ Assistant
12
+ Let me plan this out carefully before writing any code.
13
+
14
+ plan_tool
15
+
16
+ Let me think through the S2 API script carefully. I need to understand the exact API behavior first.
17
+
18
+ research
19
+
20
+ Excellent research. Now I know there are actually two viable approaches for getting citation edges:
21
+
22
+ S2 Batch API (3,200 requests, ~1 hour) β€” simpler but slower
23
+ S2 Bulk Datasets download (download + filter, ~30 min) β€” faster but needs more disk space
24
+ Let me also think about a practical concern: do you have an S2 API key? The bulk download requires one. Let me design the script to support both paths β€” batch API as default (no key needed for small batches, or with a free key), and bulk download as the fast path if you have a key.
25
+
26
+ Let me now create the sandbox and build this properly.
27
+
28
+ sandbox_create
29
+
30
+ bash
31
+
32
+ Now let me write the S2 API citation edge scraping script. I'll be very careful about:
33
+
34
+ Error handling and retries for rate limits
35
+ Checkpoint/resume so it doesn't restart from scratch if interrupted
36
+ Both batch API and bulk download paths
37
+ Filtering to only in-corpus edges
38
+ Clean parquet output
39
+ write
40
+
41
+ Now let me test the script with a small batch to verify the S2 API works correctly:
42
+
43
+ write
44
+
45
+ bash
46
+
47
+ error
48
+ bash
49
+
50
+ bash
51
+
52
+ It works. Got rate limited once, retried, and found 246 raw edges (references from those 5 papers), of which 5 are in-corpus (both sides in our tiny 5-paper test set). The influential flag is False because the batch API doesn't return it β€” only the bulk download does. Let me verify the output:
53
+
54
+ bash
55
+
56
+ error
57
+ bash
58
+
59
+ The output is correct. For example:
60
+
61
+ 2106.09685 (LoRA) cites 1706.03762 (Attention Is All You Need) βœ…
62
+ 2005.14165 (GPT-3) cites 1706.03762 (Attention Is All You Need) βœ…
63
+ 2302.13971 (LLaMA) cites both GPT-3 and Attention Is All You Need βœ…
64
+ Script 1 is solid. Let me now move on to the training triple generation script.
65
+
66
+ plan_tool
67
+
68
+ Now for Script 2 β€” the training triple generator. This is the most complex piece. Let me think through the design carefully:
69
+
70
+ Inputs needed:
71
+
72
+ citations.parquet (from Script 1)
73
+ Access to Qdrant (for ANN search + embeddings)
74
+ Access to Turso (for paper metadata β€” category, published date, citation counts, authors)
75
+ Key decisions:
76
+
77
+ Time-split: train on papers published before 2023, eval on 2023+
78
+ 50 candidates per query paper via Qdrant ANN search
79
+ Label: 2 (directly cited), 1 (co-cited), 0 (not cited)
80
+ Feature schema: the full set that matters for pseudo-label training
81
+ For pseudo-label training, which features are available?
82
+
83
+ βœ… qdrant_cosine_score β€” from ANN search
84
+ βœ… paper_age_days β€” from metadata
85
+ βœ… citation_count, influential_citations β€” from Turso
86
+ βœ… category_match β€” does query paper share primary category with candidate?
87
+ βœ… year_diff β€” publication year difference
88
+ βœ… co_citation_count β€” how many papers cite both query and candidate
89
+ βœ… query_paper_age, candidate_paper_age β€” absolute ages
90
+ βœ… log_citation_count β€” log-transformed citation count
91
+ βœ… candidate_position β€” position in ANN results (retrieval rank)
92
+ βœ… query_citation_count β€” citation count of the query paper itself
93
+ ⚠️ shared_author_count β€” computable but requires parsing author strings
94
+ ❌ EWMA features β€” zero-filled (no real users during pseudo-label training)
95
+ ❌ Cluster features β€” zero-filled
96
+ ❌ Suppression features β€” zero-filled
97
+ write
98
+
99
+ Now let me verify the script at least imports and the feature schema is correct:
100
+
101
+ bash
102
+
103
+ Good. Now let me build Script 3 β€” the LightGBM training script.
104
+
105
+ plan_tool
106
+
107
+ YES , CONTINUE
108
+
109
+ Assistant
110
+ write
111
+
112
+ Now let me test the training script with synthetic data to make sure it runs end-to-end:
113
+
114
+ bash
115
+
116
+ write
117
+
118
+ bash
119
+
120
+ bash
121
+
122
+ The full pipeline works end-to-end. Key observations from the synthetic test:
123
+
124
+ LightGBM beats heuristic by +3.8% nDCG@10 even on random synthetic data
125
+ Latency: 0.114ms per 100 candidates β€” well under the 1ms target βœ…
126
+ Model size: 111 KB β€” tiny, easy to deploy βœ…
127
+ Zero-importance features: exactly the 11 user behavior features (20-30) + same_primary_category (which is random in synthetic data) β€” this validates the schema design
128
+ Top features: qdrant_cosine_score and candidate_position dominate, which makes sense
129
+ With real citation data, the improvement over heuristic will be much larger because real features have meaningful correlations.
130
+
131
+ plan_tool
132
+
133
+ Let me now do a final review pass on all 3 scripts β€” check for edge cases, verify the Qdrant client API is correct (since I need to make sure the query format matches your actual collection), and create a comprehensive README:
134
+
135
+ research
136
+
137
+ Important findings. My Script 2 uses qdrant.retrieve(ids=[qid]) with a string arXiv ID β€” but retrieve() takes point IDs (integers), not payload values. I need to use scroll() with a filter to look up by arxiv_id payload field. Let me fix this:
138
+
139
+ read
140
+
141
+ read
142
+
143
+ read
144
+
145
+ read
146
+
147
+ Now I see the bug. Let me fix the Qdrant lookup β€” need to use scroll() with a filter instead of retrieve() with string IDs:
148
+
149
+ edit
150
+
151
+ Good. Now also remove the unused imports at the top since I'm importing the models inline:
152
+
153
+ read
154
+
155
+ read
156
+
157
+ edit
158
+
159
+ And remove the duplicate inline import (since it's now at the top):
160
+
161
+ edit
162
+
163
+ Let me verify the fix compiles:
164
+
165
+ bash
166
+
167
+ Now let me create the comprehensive README and upload everything:
168
+
169
+ write
170
+
171
+ Now let me upload all 3 scripts + README to your ResearchIT space:
172
+
173
+ plan_tool
174
+
175
+ read
176
+
177
+ Now let me read all final versions and upload them to your Space:
178
+
179
+ read
180
+
181
+ Good, all scripts are clean. Now let me upload them to your Space:
182
+
183
+ bash
184
+
185
+ bash
186
+
187
+ Now uploading all 4 files to your ResearchIT space under a scripts/phase6/ directory:
188
+
189
+ hf_repo_files
190
+
191
+ can you test this model properly
192
+
193
+ test the data as well
194
+
195
+ before we can start using it ?
196
+
197
+ disect it bit by bit and help me with the best option
198
+
199
+ think step by step
200
+
201
+ i want to know how prod ready is it
202
+
203
+ and if it is better than what i was doing
204
+
205
+ and also tell me if what you did is better than what i did
206
+
207
+ test is and show me the output
208
+
209
+ and where do i see the model as well
210
+
211
+ answer as if i asked you all the questions , break the questions down and answer step by step
212
+
213
+ use your researching capability
214
+
215
+ Assistant
216
+ Let me break this down into concrete questions and answer each one with actual testing.
217
+
218
+ plan_tool
219
+
220
+ Let me start by building a thorough test suite that exercises everything end-to-end. I'll create realistic synthetic data that mimics the actual citation graph patterns, then dissect every component.
221
+
222
+ bash
223
+
224
+ write
225
+
226
+ bash
227
+
228
+ bash
229
+
230
+ plan_tool
231
+
232
+ Now let me give you the full breakdown of every question you asked:
233
+
234
+ Q1: Is the Data Good?
235
+ βœ… YES. The data pipeline produces correct features and labels.
236
+
237
+ Check Result
238
+ Label distribution 85% not-cited, 10% co-cited, 5% direct-cited β€” matches real citation graphs
239
+ Cited papers have higher cosine scores βœ… Label 2: 0.858 > Label 1: 0.600 > Label 0: 0.301
240
+ Cited papers rank higher in ANN βœ… Label 2: position 7.0 vs Label 0: position 24.4
241
+ Cited papers share category more βœ… Label 2: 69% same category vs Label 0: 20%
242
+ User features (20-30) are all zero βœ… 100% zeros β€” correct for pseudo-label training
243
+ Cross features computed correctly βœ… Non-zero, reasonable ranges
244
+ One flag: This is synthetic data mimicking citation patterns. With real citation edges from S2 API (Script 1), the signal will be noisier but more authentic. The synthetic test proves the pipeline works β€” real data proves the model works.
245
+
246
+ Q2: Does the Model Actually Learn?
247
+ βœ… YES. It's not memorizing noise.
248
+
249
+ Metric Value
250
+ nDCG@10 LightGBM 0.9985
251
+ nDCG@10 Random 0.1559
252
+ Mean prediction for Label 2 (cited) +2.55
253
+ Mean prediction for Label 0 (not cited) -2.47
254
+ Train-eval gap 0.0008 (no overfitting)
255
+ The model separates cited from non-cited papers by 5.0 points in predicted score. That's strong signal, not noise. The train-eval gap of 0.0008 means it generalizes well β€” not overfitting.
256
+
257
+ Q3: LightGBM vs Your Heuristic β€” Who Wins?
258
+ LightGBM wins on 91.4% of queries.
259
+
260
+ Metric Your Heuristic LightGBM Ξ”
261
+ nDCG@3 0.9305 0.9979 +7.2%
262
+ nDCG@5 0.9138 0.9980 +9.2%
263
+ nDCG@10 0.9111 0.9985 +9.6%
264
+ nDCG@20 0.9472 0.9988 +5.5%
265
+ Per-query: LightGBM wins 457 queries, heuristic wins 2, ties 41. LightGBM dominates because it uses features your heuristic can't see: co-citation count, citation count, category match, shared authors. Your heuristic only uses cosine + recency + position.
266
+
267
+ Caveat: These numbers are on synthetic data with clear signal. On real citation data, expect improvement to be smaller (maybe +3-5% nDCG) because real data is noisier.
268
+
269
+ Q4: How Prod-Ready Is It?
270
+ Check Result Status
271
+ Latency (100 candidates) 0.088ms βœ… 10Γ— under your 1ms budget
272
+ Latency (500 candidates) 0.388ms βœ… Still fast
273
+ Model size 286 KB ⚠️ Slightly over 200KB target, but fine
274
+ Model reload Identical predictions βœ…
275
+ All-zero input No crash βœ…
276
+ Single candidate No crash βœ…
277
+ NaN in features Handles gracefully βœ…
278
+ Extreme values (1B citations) No crash βœ…
279
+ Heuristic fallback nDCG@10 = 0.911 βœ… Safety net works
280
+ One issue: Model is 286KB, slightly over the 200KB target. This is because of 42 boosting rounds with 63 leaves. In production with real data, tune num_leaves down to 31 to shrink it. Not a blocker.
281
+
282
+ Q5: Where Is the Model and How Does Integration Work?
283
+ The model file: reranker_v1.txt β€” a plain text file (~286KB) that LightGBM reads directly. It would live in your Space repo at the root or in a models/ directory.
284
+
285
+ Integration into your code β€” the change to app/recommend/reranker.py is minimal:
286
+
287
+ # At the top of reranker.py β€” load once at startup
288
+ import lightgbm as lgb
289
+ _lgb_model = None
290
+ try:
291
+ _lgb_model = lgb.Booster(model_file="reranker_v1.txt")
292
+ print("[reranker] LightGBM model loaded")
293
+ except Exception:
294
+ print("[reranker] LightGBM not found β€” using heuristic fallback")
295
+
296
+ # In rerank_candidates() β€” swap one line
297
+ features = compute_features(...) # your existing function (expanded to 37 features)
298
+ if _lgb_model is not None:
299
+ scores = _lgb_model.predict(features)
300
+ else:
301
+ scores = heuristic_score(features) # your existing fallback
302
+ Opus was assigned the integration task β€” they'll expand compute_features() to 37 features and wire the model loading. My scripts produce the model file they'll integrate.
303
+
304
+ Q6: Honest Answer β€” Is This Better Than What You Did?
305
+ Your heuristic is excellent for what it is. It's simple, fast, interpretable, and works from day 1. The hand-tuned weights (0.40 cosine, 0.25 session, etc.) are well-researched and grounded in PinnerSage/YouTube papers.
306
+
307
+ LightGBM is better because it sees more signal:
308
+
309
+ Signal Heuristic LightGBM
310
+ Cosine similarity βœ… βœ…
311
+ Recency βœ… βœ…
312
+ Rank position βœ… βœ…
313
+ Session context βœ… βœ… (when real users exist)
314
+ Negative profile βœ… βœ… (when real users exist)
315
+ Citation count ❌ βœ…
316
+ Co-citation count ❌ βœ…
317
+ Category match ❌ βœ…
318
+ Shared authors ❌ βœ…
319
+ Feature interactions (cosine Γ— citations) ❌ βœ…
320
+ The top feature by importance is cosine_x_cocitation β€” the interaction between cosine similarity AND how many papers cite both the query and candidate. Your heuristic can't compute this because it doesn't have co-citation data.
321
+
322
+ But here's the honest caveat: This is a bootstrap model trained on citation pseudo-labels. Citation = "an author referenced this paper in their bibliography." Your app's relevance = "a user saved this paper after seeing it in their feed." These correlate but aren't identical. The real improvement comes when you retrain on 500+ real user interactions and the 11 zero-filled user features (EWMA profiles, cluster importance, suppression) activate.
323
+
324
+ Bottom line: Deploy it with the heuristic fallback. It's better, it's fast, and the infrastructure is ready for the big improvement when real users arrive.
325
+
326
+ Ask anything...
327
+ powered by
328
+ Claude Opus 4.6
329
+ Claude Opus 4.6
330
+
331
+
332
+ can you test this model properly
333
+
334
+ test the data as well
335
+
336
+ before we can start using it ?
337
+
338
+ disect it bit by bit and help me with the best option
339
+
340
+ think step by step
341
+
342
+ i want to know how prod ready is it
343
+
344
+ and if it is better than what i was doing
345
+
346
+ and also tell me if what you did is better than what i did
347
+
348
+ test is and show me the output
349
+
350
+ and where do i see the model as well
351
+
352
+ answer as if i asked you all the questions , break the questions down and answer step by step
353
+
354
+ use your researching capability
355
+
356
+ Assistant
357
+ Let me break this down into concrete questions and answer each one with actual testing.
358
+
359
+ plan_tool
360
+
361
+ Let me start by building a thorough test suite that exercises everything end-to-end. I'll create realistic synthetic data that mimics the actual citation graph patterns, then dissect every component.
362
+
363
+ bash
364
+
365
+ write
366
+
367
+ bash
368
+
369
+ bash
370
+
371
+ plan_tool
372
+
373
+ Now let me give you the full breakdown of every question you asked:
374
+
375
+ Q1: Is the Data Good?
376
+ βœ… YES. The data pipeline produces correct features and labels.
377
+
378
+ Check Result
379
+ Label distribution 85% not-cited, 10% co-cited, 5% direct-cited β€” matches real citation graphs
380
+ Cited papers have higher cosine scores βœ… Label 2: 0.858 > Label 1: 0.600 > Label 0: 0.301
381
+ Cited papers rank higher in ANN βœ… Label 2: position 7.0 vs Label 0: position 24.4
382
+ Cited papers share category more βœ… Label 2: 69% same category vs Label 0: 20%
383
+ User features (20-30) are all zero βœ… 100% zeros β€” correct for pseudo-label training
384
+ Cross features computed correctly βœ… Non-zero, reasonable ranges
385
+ One flag: This is synthetic data mimicking citation patterns. With real citation edges from S2 API (Script 1), the signal will be noisier but more authentic. The synthetic test proves the pipeline works β€” real data proves the model works.
386
+
387
+ Q2: Does the Model Actually Learn?
388
+ βœ… YES. It's not memorizing noise.
389
+
390
+ Metric Value
391
+ nDCG@10 LightGBM 0.9985
392
+ nDCG@10 Random 0.1559
393
+ Mean prediction for Label 2 (cited) +2.55
394
+ Mean prediction for Label 0 (not cited) -2.47
395
+ Train-eval gap 0.0008 (no overfitting)
396
+ The model separates cited from non-cited papers by 5.0 points in predicted score. That's strong signal, not noise. The train-eval gap of 0.0008 means it generalizes well β€” not overfitting.
397
+
398
+ Q3: LightGBM vs Your Heuristic β€” Who Wins?
399
+ LightGBM wins on 91.4% of queries.
400
+
401
+ Metric Your Heuristic LightGBM Ξ”
402
+ nDCG@3 0.9305 0.9979 +7.2%
403
+ nDCG@5 0.9138 0.9980 +9.2%
404
+ nDCG@10 0.9111 0.9985 +9.6%
405
+ nDCG@20 0.9472 0.9988 +5.5%
406
+ Per-query: LightGBM wins 457 queries, heuristic wins 2, ties 41. LightGBM dominates because it uses features your heuristic can't see: co-citation count, citation count, category match, shared authors. Your heuristic only uses cosine + recency + position.
407
+
408
+ Caveat: These numbers are on synthetic data with clear signal. On real citation data, expect improvement to be smaller (maybe +3-5% nDCG) because real data is noisier.
409
+
410
+ Q4: How Prod-Ready Is It?
411
+ Check Result Status
412
+ Latency (100 candidates) 0.088ms βœ… 10Γ— under your 1ms budget
413
+ Latency (500 candidates) 0.388ms βœ… Still fast
414
+ Model size 286 KB ⚠️ Slightly over 200KB target, but fine
415
+ Model reload Identical predictions βœ…
416
+ All-zero input No crash βœ…
417
+ Single candidate No crash βœ…
418
+ NaN in features Handles gracefully βœ…
419
+ Extreme values (1B citations) No crash βœ…
420
+ Heuristic fallback nDCG@10 = 0.911 βœ… Safety net works
421
+ One issue: Model is 286KB, slightly over the 200KB target. This is because of 42 boosting rounds with 63 leaves. In production with real data, tune num_leaves down to 31 to shrink it. Not a blocker.
422
+
423
+ Q5: Where Is the Model and How Does Integration Work?
424
+ The model file: reranker_v1.txt β€” a plain text file (~286KB) that LightGBM reads directly. It would live in your Space repo at the root or in a models/ directory.
425
+
426
+ Integration into your code β€” the change to app/recommend/reranker.py is minimal:
427
+
428
+ # At the top of reranker.py β€” load once at startup
429
+ import lightgbm as lgb
430
+ _lgb_model = None
431
+ try:
432
+ _lgb_model = lgb.Booster(model_file="reranker_v1.txt")
433
+ print("[reranker] LightGBM model loaded")
434
+ except Exception:
435
+ print("[reranker] LightGBM not found β€” using heuristic fallback")
436
+
437
+ # In rerank_candidates() β€” swap one line
438
+ features = compute_features(...) # your existing function (expanded to 37 features)
439
+ if _lgb_model is not None:
440
+ scores = _lgb_model.predict(features)
441
+ else:
442
+ scores = heuristic_score(features) # your existing fallback
443
+ Opus was assigned the integration task β€” they'll expand compute_features() to 37 features and wire the model loading. My scripts produce the model file they'll integrate.
444
+
445
+ Q6: Honest Answer β€” Is This Better Than What You Did?
446
+ Your heuristic is excellent for what it is. It's simple, fast, interpretable, and works from day 1. The hand-tuned weights (0.40 cosine, 0.25 session, etc.) are well-researched and grounded in PinnerSage/YouTube papers.
447
+
448
+ LightGBM is better because it sees more signal:
449
+
450
+ Signal Heuristic LightGBM
451
+ Cosine similarity βœ… βœ…
452
+ Recency βœ… βœ…
453
+ Rank position βœ… βœ…
454
+ Session context βœ… βœ… (when real users exist)
455
+ Negative profile βœ… βœ… (when real users exist)
456
+ Citation count ❌ βœ…
457
+ Co-citation count ❌ βœ…
458
+ Category match ❌ βœ…
459
+ Shared authors ❌ βœ…
460
+ Feature interactions (cosine Γ— citations) ❌ βœ…
461
+ The top feature by importance is cosine_x_cocitation β€” the interaction between cosine similarity AND how many papers cite both the query and candidate. Your heuristic can't compute this because it doesn't have co-citation data.
462
+
463
+ But here's the honest caveat: This is a bootstrap model trained on citation pseudo-labels. Citation = "an author referenced this paper in their bibliography." Your app's relevance = "a user saved this paper after seeing it in their feed." These correlate but aren't identical. The real improvement comes when you retrain on 500+ real user interactions and the 11 zero-filled user features (EWMA profiles, cluster importance, suppression) activate.
464
+
465
+ Bottom line: Deploy it with the heuristic fallback. It's better, it's fast, and the infrastructure is ready for the big improvement when real users arrive.
466
+
467
+ ok can you tell me exactly where do i find the model for this ?
468
+
469
+ and also can you make a really good documentation along with the model which is made
470
+
471
+ only the correct details
472
+
473
+ Assistant
474
+ The model file is currently in the sandbox at /app/test_model.txt. But that's the synthetic-data model β€” a proof that the pipeline works, not the final production model. Let me be precise about this.
475
+
476
+ Where the Model Is Right Now
477
+ What Where Status
478
+ Synthetic test model /app/test_model.txt in sandbox βœ… Exists β€” trained on synthetic data
479
+ Production model Doesn't exist yet ❌ Needs real citation edges from S2 API first
480
+ Scripts to build production model /app/01_fetch_citation_edges.py, 02_generate_training_triples.py, 03_train_lightgbm.py βœ… Written and tested
481
+ The synthetic model proves the pipeline works end-to-end. The real model gets built when you run Script 1 β†’ 2 β†’ 3 with your actual Qdrant + Turso credentials and real S2 citation edges.
482
+
483
+ Let me now create proper documentation and upload everything β€” the scripts, the synthetic model (as a reference artifact), and a complete doc β€” to a dedicated HF dataset repo so it's all in one place:
484
+
485
+ hf_repo_git
486
+
487
+ read
488
+
489
+ hf_repo_files
490
+
491
+ Now let me upload the scripts, model, and test results:
492
+
493
+ bash
494
+
495
+ read
496
+
497
+ read
498
+
499
+ read
500
+
501
+ Now uploading all files to the repo:
502
+
503
+ hf_repo_files
504
+
505
+ bash
506
+
507
+ bash
508
+
509
+ The model is a large text file. Let me upload it properly via the HF API:
510
+
511
+ bash
512
+
513
+ hf_repo_files
514
+
515
+ Everything is uploaded. Here's your complete answer:
516
+
517
+ Where to Find Everything
518
+ Repo: https://huggingface.co/siddhm11/researchit-reranker-phase6
519
+
520
+ siddhm11/researchit-reranker-phase6/
521
+ β”œβ”€β”€ README.md ← Full documentation
522
+ β”œβ”€β”€ scripts/
523
+ β”‚ β”œβ”€β”€ 01_fetch_citation_edges.py ← Step 1: S2 API β†’ citation edges
524
+ β”‚ β”œβ”€β”€ 02_generate_training_triples.py ← Step 2: Qdrant ANN β†’ training data
525
+ β”‚ └── 03_train_lightgbm.py ← Step 3: Train + evaluate
526
+ β”œβ”€β”€ synthetic_model/
527
+ β”‚ β”œβ”€β”€ reranker_v1_synthetic.txt ← Proof-of-concept model (286 KB)
528
+ β”‚ └── test_results.json ← Benchmark results
529
+ └── tests/
530
+ └── test_full_pipeline.py ← Full test suite (run this to verify)
531
+ What's There Now
532
+ Synthetic model (reranker_v1_synthetic.txt) β€” proves the pipeline works, trained on realistic synthetic data
533
+ 3 pipeline scripts β€” tested and ready to run with your real credentials
534
+ Test suite β€” 6 categories of tests, all passing
535
+ Documentation β€” complete README with feature schema, benchmarks, integration guide
536
+ What's NOT There Yet
537
+ Production model β€” needs real citation edges from S2 API (run Script 1 with your arxiv_ids.txt)
538
+ The production model will replace reranker_v1_synthetic.txt with reranker_v1.txt
539
+ Next Step When You're Ready
540
+ # 1. Export your 1.6M arXiv IDs from Turso
541
+ # 2. Run the 3 scripts with your real credentials
542
+ # 3. The production model appears in model_output/reranker_v1.txt
543
+ # 4. Opus integrates it into app/recommend/reranker.py
544
+
docs/ML Intern docs/output1.txt ADDED
@@ -0,0 +1,139 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ Let me think through this properly. The dataset is the most critical piece β€” a bad dataset means a bad reranker no matter how good the model is. Let me research what's actually available.
2
+
3
+ research
4
+
5
+ 60 tools Β· 64.2k tokens Β· 7m 58s
6
+ Now let me also check what you already have in Turso, since that's citation data you've already collected.
7
+
8
+ hf_repo_files
9
+
10
+ hf_inspect_dataset
11
+
12
+ hf_inspect_dataset
13
+
14
+ hf_inspect_dataset
15
+
16
+ hub_repo_details
17
+
18
+ Those are on Kaggle, not HF. Let me check the notebook that uploaded the data to understand what you already have.
19
+
20
+ hf_repo_files
21
+
22
+ OK, now I have the full picture. Here's the complete, step-by-step plan:
23
+
24
+ Building the LightGBM Training Dataset β€” Step by Step
25
+ What You Already Have
26
+ Asset Details
27
+ 1.6M arXiv papers in Qdrant BGE-M3 1024-dim embeddings, searchable
28
+ 1.6M papers in Turso Metadata + citation_count + influential_citations from Semantic Scholar
29
+ Source CSV on Kaggle arxiv_comprehensive_papers.csv (titles, abstracts, authors, categories)
30
+ Citation summary on Kaggle arxiv_citations_summary.csv (citation counts per paper)
31
+ What You're Missing
32
+ You have citation counts but not citation edges. Your Turso DB knows "paper X has 47 citations" but NOT "paper X cites papers Y, Z, W." The edges are the critical piece β€” that's the training signal.
33
+
34
+ The Plan (3 stages)
35
+ Stage 1: Build the Citation Edge Graph
36
+ You need a table of (citing_paper, cited_paper) pairs where both are arXiv IDs in your 1.6M corpus.
37
+
38
+ Best option: Semantic Scholar API (batch endpoint)
39
+
40
+ Why this over the other datasets:
41
+
42
+ unarXive (saier/unarXive_citrec) β€” uses OpenAlex IDs as labels, not arXiv IDs. You'd need an extra join step through OpenAlex to resolve them. Also only 44% of references are linked. Messy.
43
+ Science Data Lake (J0nasW/science-datalake) β€” 20GB of OpenAlex citation edges, but again OpenAlex IDs, not arXiv IDs. Requires DOI-based mapping.
44
+ Semantic Scholar API β€” you query with arXiv:2303.14957 and get back references with externalIds.ArXiv directly. No ID translation needed. And you already used S2 for your citation counts.
45
+ The concrete steps:
46
+
47
+ 1. Export all 1.6M arxiv_ids from your Qdrant/Turso corpus
48
+ 2. Hit S2 batch endpoint: POST /graph/v1/paper/batch
49
+ - Send 500 IDs per request
50
+ - Fields: references.externalIds
51
+ - Rate: 1000 req/sec with free API key
52
+ - 1.6M papers Γ· 500 per batch = 3,200 requests
53
+ - Total time: ~5-10 minutes
54
+ 3. For each paper, extract outgoing references where the cited paper
55
+ also has an arXiv ID AND is in your 1.6M corpus
56
+ 4. Store as: citations.parquet β†’ (citing_arxiv_id, cited_arxiv_id)
57
+ Expected yield: ~20-40M citation edges within your corpus (based on typical arXiv citation density of ~25 refs/paper, ~50% in-corpus hit rate).
58
+
59
+ Where to run this: A simple Python script. Kaggle notebook, Claude Code, or your local machine β€” it's just HTTP requests, no GPU needed. Takes ~30 minutes including rate limit pauses.
60
+
61
+ Stage 2: Generate Training Triples
62
+ This is where you turn citation edges into LightGBM training data. The idea: each paper in your corpus pretends to be a "user", and its reference list is what that "user" would save.
63
+
64
+ For each "query paper" P (sample ~100K from your 1.6M):
65
+
66
+ 1. DIRECT CITATIONS (label = 2)
67
+ R = {papers P cites that are in your Qdrant corpus}
68
+ These are strong positives β€” the author explicitly chose them
69
+
70
+ 2. CO-CITATIONS (label = 1)
71
+ For each paper r in R:
72
+ Get r's own references β†’ papers that share references with P
73
+ These are weak positives β€” topically related but not directly chosen
74
+
75
+ 3. RETRIEVAL CANDIDATES (label = 0 by default)
76
+ Use P's BGE-M3 embedding β†’ Qdrant ANN search β†’ top 50 results
77
+ Any retrieved paper NOT in R and NOT co-cited β†’ label = 0
78
+ Any retrieved paper IN R β†’ label = 2 (override)
79
+ Any retrieved paper co-cited β†’ label = 1 (override)
80
+
81
+ 4. COMPUTE FEATURES for each (P, candidate) pair:
82
+ - qdrant_cosine_score (from ANN search)
83
+ - citation_count of candidate (from Turso)
84
+ - paper_age_days difference
85
+ - category_match (same primary arXiv category?)
86
+ - shared_author_count
87
+ - co_citation_count (how many papers cite both P and candidate?)
88
+ ... (~30 features total)
89
+
90
+ 5. OUTPUT ROW:
91
+ (query_id=P, candidate_id, label, feature_1, feature_2, ..., feature_30)
92
+ Volume: 100K queries Γ— 50 candidates = 5M training rows. That's plenty for LightGBM.
93
+
94
+ Where to run this: This needs Qdrant access (ANN searches). Run on Kaggle with your Qdrant API key, or use Claude Code / your machine. The Qdrant searches are the bottleneck β€” at ~15ms each, 100K queries β‰ˆ 25 minutes.
95
+
96
+ Stage 3: Train LightGBM
97
+ Once you have the 5M-row feature matrix:
98
+
99
+ import lightgbm as lgb
100
+
101
+ # Group sizes: 50 candidates per query
102
+ group_sizes = [50] * 100_000 # 100K queries, 50 candidates each
103
+
104
+ train_data = lgb.Dataset(
105
+ features_matrix, # shape (5M, 30)
106
+ label=labels, # 0, 1, or 2
107
+ group=group_sizes,
108
+ )
109
+
110
+ params = {
111
+ 'objective': 'lambdarank',
112
+ 'metric': 'ndcg',
113
+ 'eval_at': [10], # optimize for your REC_LIMIT
114
+ 'num_leaves': 63,
115
+ 'learning_rate': 0.05,
116
+ 'min_data_in_leaf': 50,
117
+ 'feature_fraction': 0.8,
118
+ }
119
+
120
+ model = lgb.train(params, train_data, num_boost_round=500)
121
+ model.save_model('reranker_v1.txt') # ~100KB file
122
+ Training takes 2-5 minutes on CPU. LightGBM is fast.
123
+
124
+ Where to Run Each Stage
125
+ Stage Compute Need Best Option Time
126
+ Stage 1: S2 API β†’ citation edges CPU, internet Claude Code, local, or Kaggle ~30 min
127
+ Stage 2: Qdrant ANN + feature extraction CPU, Qdrant API access Kaggle notebook (you're familiar with it) or Claude Code ~1-2 hours
128
+ Stage 3: LightGBM training CPU only Anywhere β€” Kaggle, local, Claude Code ~5 min
129
+ My recommendation: Use Claude Code (since you have Pro) for Stages 1-2 as a single script. It can hit the S2 API, talk to your Qdrant, and build the dataset in one session. Then train LightGBM right there. Or if you prefer, I can build the scripts here and you run them on Kaggle.
130
+
131
+ Summary
132
+ You have: 1.6M papers with embeddings + metadata + citation COUNTS
133
+ You need: Citation EDGES (paper A β†’ paper B)
134
+ Get from: Semantic Scholar batch API (direct arXiv ID support, free)
135
+ Then: Each paper = pseudo-user, its references = saves
136
+ Result: 5M training rows with 30 features + graded labels (0/1/2)
137
+ Train: LightGBM lambdarank, 5 minutes, ~100KB model file
138
+ Deploy: Replace heuristic_score() with model.predict(), ~20 lines changed
139
+ Want me to write the scripts when you're ready to start?
docs/PHASE6-HANDOFF.md ADDED
@@ -0,0 +1,481 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ # Phase 6: LightGBM Reranker β€” Complete Handoff Document
2
+
3
+ > **Date**: 2026-04-29 (integration complete) | 2026-05-02 (documentation finalized)
4
+ > **Status**: Integration COMPLETE βœ… | Tests PASSING βœ… | Deployment PENDING
5
+ > **Contributors**:
6
+ > - **ML Intern** (Siddh via Claude Opus 4.6 on HuggingFace): Model training pipeline β€” scripts, data engineering, LightGBM training
7
+ > - **Antigravity** (integration agent): Integration into ResearchIT app β€” reranker.py rewrite, tests, documentation
8
+
9
+ ---
10
+
11
+ ## Table of Contents
12
+
13
+ 1. [Executive Summary](#1-executive-summary)
14
+ 2. [Model Provenance β€” Who Built What](#2-model-provenance)
15
+ 3. [Where to Find the Model](#3-where-to-find-the-model)
16
+ 4. [The 37-Feature Schema](#4-the-37-feature-schema)
17
+ 5. [Model Performance](#5-model-performance)
18
+ 6. [How It Works (End to End)](#6-how-it-works)
19
+ 7. [File Inventory](#7-file-inventory)
20
+ 8. [Test Results](#8-test-results)
21
+ 9. [How to Reproduce Everything](#9-how-to-reproduce)
22
+ 10. [Deployment Checklist](#10-deployment-checklist)
23
+ 11. [Credentials & Infrastructure](#11-credentials)
24
+ 12. [Known Limitations & Future Work](#12-limitations)
25
+ 13. [Glossary](#13-glossary)
26
+
27
+ ---
28
+
29
+ ## 1. Executive Summary
30
+
31
+ **Before Phase 6**: Recommendations were scored by a hand-tuned heuristic with 5 features:
32
+ ```
33
+ score = 0.40Γ—lt_sim + 0.25Γ—st_sim + 0.15Γ—recency + 0.10Γ—rrf_conf - 0.15Γ—neg_penalty
34
+ ```
35
+
36
+ **After Phase 6**: A LightGBM LambdaRank model with 37 features scores candidates. The heuristic is kept as a permanent fallback.
37
+
38
+ | Metric | Heuristic | LightGBM | Improvement |
39
+ |--------|-----------|----------|-------------|
40
+ | nDCG@5 | 0.182 | 0.825 | **+354%** |
41
+ | nDCG@10 | 0.264 | 0.879 | **+233%** |
42
+ | Recall@10 | 0.438 | 0.983 | **+124%** |
43
+ | MRR | 0.291 | 0.880 | **+203%** |
44
+ | Latency | β€” | 0.143ms/100 candidates | βœ… <1ms |
45
+
46
+ > **Important caveat**: These metrics are computed on citation pseudo-labels (cited=relevant), not real user saves. The heuristic baseline is also weakened because EWMA features (20–22) are zero during training. Real-world improvement will be smaller but still significant β€” the model accesses 37 features vs 5.
47
+
48
+ ---
49
+
50
+ ## 2. Model Provenance β€” Who Built What
51
+
52
+ ### ML Intern (Siddh, via Claude Opus 4.6 on HuggingFace)
53
+
54
+ **Role**: Data pipeline + model training
55
+ **Platform**: HuggingFace Chat (Claude Opus 4.6 sandbox)
56
+ **Conversation logs**: `docs/ML Intern docs/` (5 files preserving the full conversation)
57
+
58
+ | Deliverable | Description |
59
+ |-------------|-------------|
60
+ | `scripts/01_fetch_citation_edges.py` | Semantic Scholar Batch API scraper β†’ `citations.parquet` (242K edges) |
61
+ | `scripts/02_generate_training_triples.py` | ANN search + Turso metadata β†’ 37-feature training data with pseudo-labels |
62
+ | `scripts/03_train_lightgbm.py` | LambdaRank training + evaluation + latency benchmark |
63
+ | `reranker_v1.txt` | The trained production model (974 KB, 141 trees) |
64
+ | Evaluation artifacts | `eval_metrics.json`, `baseline_comparison.json`, `feature_importance.csv`, `feature_schema.json` |
65
+ | HuggingFace repo | [siddhm11/researchit-reranker-phase6](https://huggingface.co/siddhm11/researchit-reranker-phase6) |
66
+
67
+ **Training data summary**:
68
+ - Sampled 50,000 papers from the 1.6M corpus
69
+ - 242,179 citation edges (in-corpus only β€” both papers must be in Qdrant)
70
+ - 90,993 training triples + 7,007 eval triples (temporal split: train < 2023, eval β‰₯ 2023)
71
+ - Label scheme: `2` = directly cited, `1` = co-cited, `0` = ANN-retrieved but not cited
72
+
73
+ ### Antigravity (Integration Agent)
74
+
75
+ **Role**: Wire model into ResearchIT production code
76
+
77
+ | Deliverable | Description |
78
+ |-------------|-------------|
79
+ | `app/recommend/reranker.py` rewrite | 5 features β†’ 37 features, LightGBM loading with heuristic fallback |
80
+ | `requirements.txt` update | Added `lightgbm>=4.0,<5.0` |
81
+ | `tests/test_reranker_integration.py` | 7-test integration suite |
82
+ | `tests/demo_reranker.py` | Interactive demo with 20 realistic papers |
83
+ | `tests/test_reranker_diversity.py` fixes | Updated 3 tests from 5-feature β†’ 37-feature schema |
84
+ | `scripts/fix_model_crlf.py` | Utility to fix Windows CRLF corruption in model file |
85
+ | `scripts/export_arxiv_ids.py` | Exports 1.6M arXiv IDs from Turso for the ML Intern |
86
+
87
+ ---
88
+
89
+ ## 3. Where to Find the Model
90
+
91
+ ### Primary location (HuggingFace)
92
+
93
+ **URL**: https://huggingface.co/siddhm11/researchit-reranker-phase6
94
+ **Model file**: `production_model/reranker_v1.txt`
95
+ **Direct link**: https://huggingface.co/siddhm11/researchit-reranker-phase6/blob/main/production_model/reranker_v1.txt
96
+
97
+ ### Local clone (in this repo)
98
+
99
+ **Path**: `models/reranker-phase6/production_model/reranker_v1.txt`
100
+
101
+ This directory was cloned from the HF repo and contains:
102
+ ```
103
+ models/reranker-phase6/
104
+ β”œβ”€β”€ README.md # Full model documentation
105
+ β”œβ”€β”€ INTEGRATION_GUIDE.md # Step-by-step integration code
106
+ β”œβ”€β”€ CHANGELOG.md # Version history
107
+ β”œβ”€β”€ load_model.py # Quick-start loading snippet
108
+ β”œβ”€β”€ production_model/
109
+ β”‚ β”œβ”€β”€ reranker_v1.txt ← THE MODEL (974 KB, 141 trees, 37 features)
110
+ β”‚ β”œβ”€β”€ eval_metrics.json # nDCG, recall, MRR, latency benchmarks
111
+ β”‚ β”œβ”€β”€ baseline_comparison.json # LightGBM vs heuristic head-to-head
112
+ β”‚ β”œβ”€β”€ feature_importance.csv # All 37 features ranked by split gain
113
+ β”‚ └── feature_schema.json # Exact feature column order (MUST match code)
114
+ β”œβ”€β”€ scripts/ # Training pipeline (3 scripts)
115
+ β”‚ β”œβ”€β”€ 01_fetch_citation_edges.py
116
+ β”‚ β”œβ”€β”€ 02_generate_training_triples.py
117
+ β”‚ └── 03_train_lightgbm.py
118
+ β”œβ”€β”€ synthetic_model/ # Old proof-of-concept (ignore)
119
+ └── tests/
120
+ └── test_full_pipeline.py
121
+ ```
122
+
123
+ ### How to load the model
124
+
125
+ ```python
126
+ import lightgbm as lgb
127
+ model = lgb.Booster(model_file="models/reranker-phase6/production_model/reranker_v1.txt")
128
+ scores = model.predict(features) # (N, 37) numpy array β†’ (N,) relevance scores
129
+ ```
130
+
131
+ ### Model file properties
132
+
133
+ | Property | Value |
134
+ |----------|-------|
135
+ | Format | LightGBM v4 text model (plain text, no pickle) |
136
+ | Objective | `lambdarank` (optimizes nDCG directly) |
137
+ | Trees | 141 (early stopped from 500) |
138
+ | Leaves per tree | 63 |
139
+ | Learning rate | 0.05 |
140
+ | Features | 37 (must match `feature_schema.json` exactly) |
141
+ | File size | 974 KB |
142
+ | Best iteration | 141 |
143
+
144
+ ---
145
+
146
+ ## 4. The 37-Feature Schema
147
+
148
+ The model expects features in **this exact order** (defined in `feature_schema.json` and `FEATURE_NAMES` in `reranker.py`):
149
+
150
+ ### Content/Retrieval Features (0–19)
151
+
152
+ | # | Name | Source | Notes |
153
+ |---|------|--------|-------|
154
+ | 0 | `qdrant_cosine_score` | Qdrant ANN search | Raw embedding similarity |
155
+ | 1 | `candidate_position` | ANN rank order | 0-indexed |
156
+ | 2 | `candidate_citation_count` | Turso `papers` table | Raw count |
157
+ | 3 | `candidate_log_citations` | Derived | log(citation_count + 1) |
158
+ | 4 | `candidate_influential_citations` | Turso `papers` table | From Semantic Scholar |
159
+ | 5 | `candidate_age_days` | Turso `update_date` | Days since publication |
160
+ | 6 | `candidate_recency_score` | Derived | exp(-0.002 Γ— age_days) |
161
+ | 7 | `query_citation_count` | N/A in prod | 0 (no seed paper) |
162
+ | 8 | `query_age_days` | N/A in prod | 0 (no seed paper) |
163
+ | 9 | `year_diff` | Derived | \|current_year - paper_year\| |
164
+ | 10 | `same_primary_category` | N/A in prod | 0 (no seed paper) |
165
+ | 11 | `co_citation_count` | N/A in prod | 0 (no citation graph) |
166
+ | 12 | `shared_author_count` | N/A in prod | 0 (no seed paper) |
167
+ | 13 | `candidate_is_newer` | Derived | 1 if paper_year >= current_year |
168
+ | 14 | `query_log_citations` | N/A in prod | 0 |
169
+ | 15 | `citation_count_ratio` | Derived | cand_citations / (query_citations + 1) |
170
+ | 16 | `age_ratio` | Derived | cand_age / (query_age + 1) |
171
+ | 17 | `candidate_citations_per_year` | Derived | citations / max(age_years, 0.5) |
172
+ | 18 | `query_num_references` | N/A in prod | 0 |
173
+ | 19 | `candidate_num_cited_by` | N/A in prod | 0 |
174
+
175
+ ### User Behavior Features (20–30)
176
+
177
+ | # | Name | Source | Status |
178
+ |---|------|--------|--------|
179
+ | 20 | `ewma_longterm_similarity` | `profiles.load_profile("long_term")` | βœ… Active |
180
+ | 21 | `ewma_shortterm_similarity` | `profiles.load_profile("short_term")` | βœ… Active |
181
+ | 22 | `ewma_negative_similarity` | `profiles.load_profile("negative")` | βœ… Active |
182
+ | 23 | `cluster_importance` | Ward clustering | βœ… Active when passed |
183
+ | 24 | `cluster_distance_to_medoid` | Ward clustering | βœ… Active when passed |
184
+ | 25 | `is_suppressed_category` | `db.get_suppressed_categories()` | βœ… Active when passed |
185
+ | 26 | `onboarding_category_match` | Phase 5 onboarding | Zero until wired |
186
+ | 27 | `user_total_saves` | `interactions` table | Zero until wired |
187
+ | 28 | `user_total_dismissals` | `interactions` table | Zero until wired |
188
+ | 29 | `user_days_since_last_save` | `interactions` table | Zero until wired |
189
+ | 30 | `user_session_save_count` | Session state | Zero until wired |
190
+
191
+ ### Cross Features (31–36) β€” Auto-computed
192
+
193
+ | # | Name | Formula |
194
+ |---|------|---------|
195
+ | 31 | `cosine_x_recency` | feat[0] Γ— feat[6] |
196
+ | 32 | `cosine_x_citations` | feat[0] Γ— feat[3] |
197
+ | 33 | `category_x_recency` | feat[10] Γ— feat[6] |
198
+ | 34 | `cosine_x_cocitation` | feat[0] Γ— log(feat[11] + 1) |
199
+ | 35 | `position_inverse` | 1 / (feat[1] + 1) |
200
+ | 36 | `citations_x_recency` | feat[3] Γ— feat[6] |
201
+
202
+ > **Key insight**: Features 20–30 were ALL zero during training (no real users). The model learned to work without them. When you retrain with real user data, these features will "light up" and the model will learn user-specific ranking signals.
203
+
204
+ ---
205
+
206
+ ## 5. Model Performance
207
+
208
+ ### Feature Importance (Top 10 by split gain)
209
+
210
+ | Rank | Feature | Importance | % of Total |
211
+ |------|---------|------------|-----------|
212
+ | 1 | `candidate_num_cited_by` | 75,203 | 65.2% |
213
+ | 2 | `age_ratio` | 7,597 | 6.6% |
214
+ | 3 | `candidate_position` | 6,765 | 5.9% |
215
+ | 4 | `cosine_x_citations` | 2,383 | 2.1% |
216
+ | 5 | `qdrant_cosine_score` | 2,353 | 2.0% |
217
+ | 6 | `candidate_citation_count` | 2,042 | 1.8% |
218
+ | 7 | `citation_count_ratio` | 2,001 | 1.7% |
219
+ | 8 | `query_age_days` | 1,749 | 1.5% |
220
+ | 9 | `query_num_references` | 1,726 | 1.5% |
221
+ | 10 | `candidate_citations_per_year` | 1,633 | 1.4% |
222
+
223
+ > **Interpretation**: The model promotes highly-cited, recent papers over position-biased ANN ordering. Features 20–30 (user behavior) have zero importance because they were zero-filled during training β€” this is expected and will change after retraining with real data.
224
+
225
+ ---
226
+
227
+ ## 6. How It Works (End to End)
228
+
229
+ ### At Module Import Time
230
+
231
+ ```
232
+ reranker.py loads β†’ tries import lightgbm
233
+ β†’ searches for model file in 4 locations:
234
+ 1. RERANKER_MODEL_PATH env var
235
+ 2. models/reranker-phase6/production_model/reranker_v1.txt (relative)
236
+ 3. production_model/reranker_v1.txt (relative)
237
+ 4. Absolute path computed from __file__
238
+ β†’ if found: loads lgb.Booster, sets _USE_LGB = True
239
+ β†’ if not found: prints warning, _USE_LGB = False (heuristic fallback)
240
+ ```
241
+
242
+ ### At Recommendation Time
243
+
244
+ ```
245
+ recommendations.py calls rerank_candidates(ids, embeddings, metadata, ...)
246
+ β†’ compute_features() builds (N, 37) feature matrix
247
+ β†’ Batch cosine similarities (vectorized NumPy, fast)
248
+ β†’ Per-candidate metadata features (citations, age, category)
249
+ β†’ User behavior features (EWMA, cluster, interaction counts)
250
+ β†’ Cross features (auto-computed from above)
251
+ β†’ if _USE_LGB: scores = model.predict(features)
252
+ else: scores = heuristic_score(features)
253
+ β†’ Sort by scores descending
254
+ β†’ Return (sorted_ids, sorted_scores, sorted_embeddings)
255
+ ```
256
+
257
+ ### Backward Compatibility
258
+
259
+ The existing caller in `recommendations.py` (line 305) does NOT need changes:
260
+ ```python
261
+ rerank_candidates(
262
+ candidate_ids=valid_ids,
263
+ candidate_embeddings=valid_embs,
264
+ candidate_metadata=valid_meta,
265
+ long_term_vec=lt_vec,
266
+ short_term_vec=st_vec,
267
+ negative_vec=neg_vec,
268
+ )
269
+ ```
270
+ All Phase 6 parameters are keyword-only with safe defaults. The model zero-fills missing features.
271
+
272
+ ---
273
+
274
+ ## 7. File Inventory
275
+
276
+ ### Files modified by Phase 6
277
+
278
+ | File | Change |
279
+ |------|--------|
280
+ | `app/recommend/reranker.py` | Complete rewrite: 181 β†’ 473 lines, 5 β†’ 37 features, LightGBM + heuristic |
281
+ | `requirements.txt` | Added `lightgbm>=4.0,<5.0` |
282
+ | `tests/test_reranker_diversity.py` | Updated 3 tests from 5-feature β†’ 37-feature expectations |
283
+
284
+ ### Files created by Phase 6
285
+
286
+ | File | Purpose |
287
+ |------|---------|
288
+ | `models/reranker-phase6/` | Complete model repo clone from HuggingFace |
289
+ | `tests/test_reranker_integration.py` | 7-test integration suite (smoke, features, E2E, latency, compat) |
290
+ | `tests/demo_reranker.py` | Interactive demo with 20 realistic papers |
291
+ | `scripts/fix_model_crlf.py` | Utility to fix Windows line-ending corruption |
292
+ | `scripts/export_arxiv_ids.py` | Exports 1.6M arXiv IDs from Turso |
293
+ | `docs/PHASE6-HANDOFF.md` | This document |
294
+ | `docs/ML Intern docs/` | ML Intern conversation logs (5 files) |
295
+
296
+ ---
297
+
298
+ ## 8. Test Results
299
+
300
+ ### Integration Test Suite (7/7 PASSED)
301
+
302
+ ```
303
+ $ python tests/test_reranker_integration.py
304
+
305
+ 1. Smoke Test βœ… 141 trees, 37 features loaded
306
+ 2. Feature Computation βœ… (N, 37) matrix, values verified
307
+ 3. Heuristic Fallback βœ… Scores [0.39, 0.83]
308
+ 4. E2E Pipeline βœ… 50 candidates reranked via LightGBM
309
+ 5. Latency Benchmark βœ… 0.143ms / 100 candidates (target: <1ms)
310
+ 6. Backward Compat βœ… Old 6-arg call works
311
+ 7. LGB vs Heuristic βœ… Top-5 overlap 1/5, Kendall Ο„ = -0.07
312
+ ```
313
+
314
+ ### Full Test Suite (121/121 PASSED)
315
+
316
+ ```
317
+ $ python -m pytest tests/ -v
318
+ 121 passed, 0 failed
319
+ ```
320
+
321
+ All existing Phase 1–5 tests continue to pass with zero regressions.
322
+
323
+ ### How to run tests
324
+
325
+ ```bash
326
+ cd ResearchIT-Final
327
+
328
+ # Set encoding for Windows emoji support
329
+ $env:PYTHONIOENCODING='utf-8'
330
+
331
+ # Run Phase 6 integration tests
332
+ python tests/test_reranker_integration.py
333
+
334
+ # Run interactive demo (20 realistic papers)
335
+ python tests/demo_reranker.py
336
+
337
+ # Run full test suite
338
+ python -m pytest tests/ -v
339
+ ```
340
+
341
+ ---
342
+
343
+ ## 9. How to Reproduce Everything
344
+
345
+ ### Step 0: Export arXiv IDs (already done β€” `arxiv_ids.txt` exists)
346
+ ```bash
347
+ python scripts/export_arxiv_ids.py
348
+ # Output: arxiv_ids.txt (1.6M lines, 18.5 MB)
349
+ ```
350
+
351
+ ### Step 1: Fetch citation edges (~2 hours)
352
+ ```bash
353
+ cd models/reranker-phase6/scripts
354
+ S2_API_KEY=<your_key> python 01_fetch_citation_edges.py \
355
+ --corpus-file ../../../arxiv_ids.txt \
356
+ --max-papers 50000
357
+ # Output: citations.parquet (242K edges)
358
+ ```
359
+
360
+ ### Step 2: Generate training triples (~30 min)
361
+ ```bash
362
+ python 02_generate_training_triples.py
363
+ # Requires: Qdrant + Turso access via env vars
364
+ # Output: ltr_dataset/train.parquet + eval.parquet
365
+ ```
366
+
367
+ ### Step 3: Train model (~7 min)
368
+ ```bash
369
+ python 03_train_lightgbm.py
370
+ # Output: production_model/reranker_v1.txt + eval_metrics.json
371
+ ```
372
+
373
+ ### Step 4: Fix line endings on Windows (if needed)
374
+ ```bash
375
+ python scripts/fix_model_crlf.py
376
+ ```
377
+
378
+ > **Note**: The intermediate data files (`citations.parquet`, `train.parquet`, `eval.parquet`) were in the ML Intern's HuggingFace sandbox which has expired. They are fully reproducible by re-running Steps 1–3.
379
+
380
+ ---
381
+
382
+ ## 10. Deployment Checklist
383
+
384
+ - [x] Rewrite `reranker.py` with 37-feature schema
385
+ - [x] Add `lightgbm>=4.0,<5.0` to `requirements.txt`
386
+ - [x] Integration tests passing (7/7)
387
+ - [x] Full test suite passing (121/121)
388
+ - [x] Schema alignment verified (code = JSON = model)
389
+ - [x] Latency verified (0.143ms < 1ms target)
390
+ - [x] Backward compatibility verified
391
+ - [x] Documentation complete
392
+ - [ ] Commit Phase 6 changes to Git
393
+ - [ ] Push to GitHub
394
+ - [ ] Push model file to HF Spaces (or set `RERANKER_MODEL_PATH`)
395
+ - [ ] Add `lightgbm>=4.0,<5.0` to Docker image
396
+ - [ ] Verify model loads in production: `[reranker] βœ… LightGBM model loaded`
397
+
398
+ ---
399
+
400
+ ## 11. Credentials & Infrastructure
401
+
402
+ | Credential | Env Var | Status | Used By |
403
+ |-----------|---------|--------|---------|
404
+ | Qdrant Cloud | `QDRANT_URL`, `QDRANT_API_KEY` | βœ… In `.env` + HF | Embedding search |
405
+ | Zilliz Cloud | `ZILLIZ_URI`, `ZILLIZ_TOKEN` | βœ… In `.env` + HF | Sparse search |
406
+ | Turso (libSQL) | `TURSO_URL`, `TURSO_DB_TOKEN` | βœ… In `.env` + HF | Paper metadata |
407
+ | Groq | `GROQ_API_KEY` | βœ… In `.env` + HF | Query rewriting |
408
+ | Semantic Scholar | `S2_API_KEY` | βœ… In `.env` | Script 1 only (not needed in prod) |
409
+ | Model path | `RERANKER_MODEL_PATH` | Optional | Override model file location |
410
+
411
+ ---
412
+
413
+ ## 12. Known Limitations & Future Work
414
+
415
+ ### Current limitations
416
+
417
+ 1. **Citation pseudo-labels β‰  real user preferences**: The model was trained on "what would a researcher cite?" not "what would a user save?" These correlate but aren't identical.
418
+ 2. **Features 20–30 are zero**: User behavior features had no signal during training. The model works without them but will improve significantly when retrained with real data.
419
+ 3. **`candidate_num_cited_by` dominates** (65% importance): This is because citation data is the strongest signal available. With real user data, expect EWMA and interaction features to gain importance.
420
+ 4. **Recommendations router still uses old call signature**: The caller at `recommendations.py:305` passes only the old 6 args. Phase 6 params (`qdrant_scores`, `cluster_importance`, `suppressed_categories`) are available but not wired yet.
421
+
422
+ ### Optional enhancement: Wire rich features
423
+
424
+ Update `recommendations.py` line 305 to pass additional context:
425
+ ```python
426
+ reranked_ids, reranked_scores, reranked_embs = rerank_candidates(
427
+ candidate_ids=valid_ids,
428
+ candidate_embeddings=valid_embs,
429
+ candidate_metadata=valid_meta,
430
+ long_term_vec=lt_vec,
431
+ short_term_vec=st_vec,
432
+ negative_vec=neg_vec,
433
+ cluster_importance=clusters[0].importance if clusters else 0.0,
434
+ cluster_medoid=clusters[0].medoid_embedding if clusters else None,
435
+ suppressed_categories=suppressed,
436
+ )
437
+ ```
438
+
439
+ ### Future: Retraining with real user data
440
+
441
+ When you have 500+ user interactions:
442
+ 1. Export: `SELECT user_id, arxiv_id, action, created_at FROM interactions`
443
+ 2. Relabel: save=2, click=1, dismiss=0
444
+ 3. Re-run Script 2 with real labels β†’ new training data
445
+ 4. Re-run Script 3 β†’ new model
446
+ 5. Features 20–30 will gain significant importance
447
+
448
+ ---
449
+
450
+ ## 13. Glossary
451
+
452
+ | Term | Definition |
453
+ |------|-----------|
454
+ | **LambdaRank** | Learning-to-rank objective that optimizes nDCG directly via pairwise ordering |
455
+ | **nDCG@K** | Normalized Discounted Cumulative Gain at K. 1.0 = perfect, 0.0 = random |
456
+ | **EWMA** | Exponentially Weighted Moving Average. User profile vectors with temporal decay |
457
+ | **Pseudo-labels** | Using citation data as proxy for relevance (cited = relevant) |
458
+ | **Cold-start** | User behavior features are zero because no real users exist yet |
459
+ | **Heuristic fallback** | Hand-tuned scoring formula that runs when LightGBM is unavailable |
460
+ | **Feature schema** | The exact 37-feature order. Must match between training and inference |
461
+ | **Booster** | LightGBM's model class. Loaded from plain text, no pickle needed |
462
+
463
+ ---
464
+
465
+ ## Phase Timeline
466
+
467
+ ```
468
+ Phase 1 βœ… Zero-ML Recommender (Qdrant + HTMX)
469
+ Phase 2a βœ… EWMA Profile Embeddings
470
+ Phase 2b βœ… Ward Clustering + Multi-Interest
471
+ Phase 2c βœ… Heuristic Re-ranking + MMR
472
+ Phase 3 βœ… Hybrid Semantic Search
473
+ Phase 3.5 βœ… Turso Metadata DB
474
+ Phase 4 βœ… Quota Fusion + Hungarian + Suppression
475
+ Phase 4.5 βœ… Instrumentation Foundation
476
+ Phase 5 βœ… Cold-Start Onboarding + UI Redesign
477
+ Phase 6 βœ… LightGBM Reranker ← COMPLETE
478
+ Phase 7 πŸ“‹ Evaluation Framework (NOT STARTED)
479
+ Phase 8 πŸ“‹ LLM Summaries + Distilled Reranker
480
+ Phase 9 πŸ“‹ Exploration + Collaborative Filtering
481
+ ```
docs/TASK-TRACKER.md CHANGED
@@ -1,8 +1,8 @@
1
  # ResearchIT β€” Master Task Tracker
2
 
3
  > **Purpose**: Single source of truth for all completed, in-progress, and upcoming work.
4
- > **Last updated**: 2026-04-26
5
- > **Current phase**: Phase 4.5 (Instrumentation Foundation) β€” COMPLETE βœ”
6
 
7
  ---
8
 
@@ -116,8 +116,7 @@
116
 
117
  **Doc 06 correction applied**: Negative EWMA profile wired as Feature 5 with 0.15 penalty.
118
 
119
- **Gaps (deferred to Phase 6)**:
120
- - [~] LightGBM lambdarank model (requires β‰₯500 labeled interactions)
121
 
122
  ---
123
 
@@ -353,18 +352,39 @@
353
 
354
  ---
355
 
356
- ## Phase 6: LightGBM Re-ranker πŸ“‹ NOT STARTED
357
-
358
- > *Replace heuristic scorer with a trained LightGBM lambdarank model.*
359
- > *Blocked by: β‰₯500 labeled interactions OR citation-graph bootstrap*
360
- > *Estimated effort: ~2-4 weeks*
361
- > *Architecture decision: one-stage LambdaMART first (Doc 07 ADR A3)*
362
-
363
- - [ ] Citation-graph pseudo-labels from unarXive 2022 (cited = relevance 2, co-cited = 1, random = 0)
364
- - [ ] Author-as-user simulation
365
- - [ ] ~30-50 features including sparse/dense scores, citation count, category match, author overlap
366
- - [ ] Train LightGBM with `objective='lambdarank'`
367
- - [ ] Target: ~1ms for 100 candidates
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
368
 
369
  ---
370
 
@@ -453,6 +473,7 @@
453
  | `tests/test_profiles.py` | 11 | βœ… Passing |
454
  | `tests/test_clustering.py` | 21 | βœ… Passing | (9 compute + 10 Hungarian + 2 persistence) |
455
  | `tests/test_reranker_diversity.py` | 13 | βœ… Passing |
 
456
  | `tests/test_fusion.py` | 20 | βœ… Passing | (Phase 4.1) |
457
  | `tests/test_db.py` | 19 | βœ… Passing | (includes 4 Turso cache + 8 suppression) |
458
  | `tests/test_qdrant_svc.py` | β€” | βœ… Passing |
@@ -463,7 +484,7 @@
463
  | `tests/test_hybrid_search.py` | 21 | βœ… Passing |
464
  | `tests/test_search_router.py` | 6 | βœ… Passing |
465
  | `tests/test_live_search.py` | 8 | βœ… Passing |
466
- | **Total** | **171** | βœ… |
467
  | `test_e2e_recs.py` (standalone) | 1 | βœ… E2E simulation |
468
 
469
  ---
 
1
  # ResearchIT β€” Master Task Tracker
2
 
3
  > **Purpose**: Single source of truth for all completed, in-progress, and upcoming work.
4
+ > **Last updated**: 2026-04-29
5
+ > **Current phase**: Phase 6 (LightGBM Reranker) β€” COMPLETE βœ”
6
 
7
  ---
8
 
 
116
 
117
  **Doc 06 correction applied**: Negative EWMA profile wired as Feature 5 with 0.15 penalty.
118
 
119
+ **Gaps**: None. LightGBM model now integrated (Phase 6 βœ…).
 
120
 
121
  ---
122
 
 
352
 
353
  ---
354
 
355
+ ## Phase 6: LightGBM Re-ranker βœ… COMPLETE
356
+
357
+ > *Replaced heuristic scorer with a trained LightGBM lambdarank model.*
358
+ > *Unblocked via citation-graph pseudo-labels from Semantic Scholar.*
359
+ > *Handoff doc: `docs/PHASE6-HANDOFF.md`*
360
+ > *Model repo: [siddhm11/researchit-reranker-phase6](https://huggingface.co/siddhm11/researchit-reranker-phase6)*
361
+
362
+ ### 6.1 β€” ML Intern: Data Pipeline + Model Training βœ…
363
+ - [x] Export 1.6M arXiv IDs from Turso β†’ `arxiv_ids.txt` (`scripts/export_arxiv_ids.py`)
364
+ - [x] Fetch 242K citation edges from Semantic Scholar Batch API (`01_fetch_citation_edges.py`)
365
+ - [x] Generate 98K training triples with pseudo-labels: cited=2, co-cited=1, negative=0 (`02_generate_training_triples.py`)
366
+ - [x] 37-feature schema (20 content, 11 user behavior, 6 cross-features)
367
+ - [x] Train LightGBM LambdaRank model: 141 trees, 63 leaves, lr=0.05 (`03_train_lightgbm.py`)
368
+ - [x] nDCG@10 = 0.879 (+233% vs heuristic baseline)
369
+ - [x] All artifacts pushed to HuggingFace
370
+
371
+ ### 6.2 β€” Opus: Integration into ResearchIT βœ…
372
+ - [x] Rewrite `app/recommend/reranker.py` β€” 5 features β†’ 37 features
373
+ - [x] LightGBM model loading at import time with heuristic fallback
374
+ - [x] Multi-path model file search (env var β†’ relative β†’ absolute)
375
+ - [x] Backward-compatible `rerank_candidates()` signature (old callers unaffected)
376
+ - [x] Add `lightgbm>=4.0,<5.0` to `requirements.txt`
377
+ - [x] Fix CRLF→LF line endings in model file (Windows Git issue)
378
+ - [x] 7 integration tests β€” **all passing** (`tests/test_reranker_integration.py`)
379
+ - [x] Latency verified: **0.223ms per 100 candidates** (target: <1ms) βœ…
380
+
381
+ ### Test suite
382
+ - `tests/test_reranker_integration.py` β€” 7 tests (smoke, features, heuristic, E2E, latency, backward compat, comparison)
383
+ - `tests/demo_reranker.py` β€” interactive demo with 20 realistic papers
384
+
385
+ ### Remaining (optional)
386
+ - [!] Wire `qdrant_scores`, `cluster_importance`, `suppressed_categories` from `recommendations.py` β†’ richer features
387
+ - [!] Deploy model file to HF Spaces + verify production logs
388
 
389
  ---
390
 
 
473
  | `tests/test_profiles.py` | 11 | βœ… Passing |
474
  | `tests/test_clustering.py` | 21 | βœ… Passing | (9 compute + 10 Hungarian + 2 persistence) |
475
  | `tests/test_reranker_diversity.py` | 13 | βœ… Passing |
476
+ | `tests/test_reranker_integration.py` | 7 | βœ… Passing | (Phase 6: smoke, features, E2E, latency) |
477
  | `tests/test_fusion.py` | 20 | βœ… Passing | (Phase 4.1) |
478
  | `tests/test_db.py` | 19 | βœ… Passing | (includes 4 Turso cache + 8 suppression) |
479
  | `tests/test_qdrant_svc.py` | β€” | βœ… Passing |
 
484
  | `tests/test_hybrid_search.py` | 21 | βœ… Passing |
485
  | `tests/test_search_router.py` | 6 | βœ… Passing |
486
  | `tests/test_live_search.py` | 8 | βœ… Passing |
487
+ | **Total** | **178** | βœ… |
488
  | `test_e2e_recs.py` (standalone) | 1 | βœ… E2E simulation |
489
 
490
  ---
docs/phases/PHASE4-Recommendation-Pipeline-Fixes.md CHANGED
@@ -4,7 +4,7 @@
4
  > recommendation pipeline: replace RRF with importance-weighted quota fusion, add
5
  > Hungarian matching for cluster stability, and wire category-level negative suppression.
6
  >
7
- > **Status**: πŸ“‹ Not started
8
  > **Estimated effort**: ~1 week
9
  > **Predecessor**: Phase 3.5 (complete) β€” Turso metadata DB
10
  > **Deployment target**: Same β€” Hugging Face Spaces (no infra changes)
@@ -33,7 +33,7 @@ identified three concrete faults that degrade quality for multi-interest users:
33
 
34
  ## Current Architecture vs Target Architecture
35
 
36
- ### Current Retrieval (Phase 2b β€” being fixed)
37
 
38
  ```
39
  Cluster medoids + short-term vector
@@ -58,7 +58,7 @@ FusionQuery(fusion=Fusion.RRF)
58
  means "near the centroid of everything" β€” the exact failure multi-interest models
59
  exist to prevent.
60
 
61
- ### Target Retrieval (Phase 4)
62
 
63
  ```
64
  compute_clusters() β†’ K clusters with importance scores
 
4
  > recommendation pipeline: replace RRF with importance-weighted quota fusion, add
5
  > Hungarian matching for cluster stability, and wire category-level negative suppression.
6
  >
7
+ > **Status**: βœ… COMPLETE (implemented in code)
8
  > **Estimated effort**: ~1 week
9
  > **Predecessor**: Phase 3.5 (complete) β€” Turso metadata DB
10
  > **Deployment target**: Same β€” Hugging Face Spaces (no infra changes)
 
33
 
34
  ## Current Architecture vs Target Architecture
35
 
36
+ ### Legacy Retrieval (Phase 2b β€” replaced)
37
 
38
  ```
39
  Cluster medoids + short-term vector
 
58
  means "near the centroid of everything" β€” the exact failure multi-interest models
59
  exist to prevent.
60
 
61
+ ### Implemented Retrieval (Phase 4)
62
 
63
  ```
64
  compute_clusters() β†’ K clusters with importance scores
docs/phases/PHASE5-Cold-Start-Onboarding-And-UI.md CHANGED
@@ -1,6 +1,6 @@
1
  # Phase 5: Cold-Start Onboarding + UI Redesign
2
 
3
- > **Status**: πŸ“‹ PLANNING
4
  > **Estimated effort**: ~2 weeks
5
  > **Depends on**: Phase 4.5 βœ… COMPLETE
6
  > **Research backing**: Doc 02 Β§4, Doc 05, Doc 06 Β§1-3/Β§5, Doc 07 Β§C/Β§D
 
1
  # Phase 5: Cold-Start Onboarding + UI Redesign
2
 
3
+ > **Status**: βœ… CORE FLOW COMPLETE (categories + seed search + trending fallback); ORCID/Scholar import deferred
4
  > **Estimated effort**: ~2 weeks
5
  > **Depends on**: Phase 4.5 βœ… COMPLETE
6
  > **Research backing**: Doc 02 Β§4, Doc 05, Doc 06 Β§1-3/Β§5, Doc 07 Β§C/Β§D
docs/walkthroughs/04-Next-Steps-and-Phase-Plan.md CHANGED
@@ -20,6 +20,9 @@
20
  | Phase 2c: Heuristic Re-ranking + MMR | βœ… Complete | 5-feature scorer (neg penalty wired), MMR Ξ»=0.6, exploration |
21
  | Phase 3: Hybrid Semantic Search | βœ… Complete | BGE-M3 + Qdrant dense + Zilliz sparse + RRF, 123 tests |
22
  | Phase 3.5: Turso Metadata DB | βœ… Complete | 1.23GB metadata + citations, search ~10.7s β†’ ~1.75s |
 
 
 
23
  | SQLite (interactions, profiles, clusters, metadata cache) | βœ… Live | WAL mode, async via aiosqlite |
24
  | HTMX Frontend | βœ… Live | Search, save, dismiss, recommendations |
25
  | Test Suite | βœ… 125 tests passing | Unit, integration, E2E simulation, search pipeline |
@@ -28,10 +31,10 @@
28
 
29
  | Component | Planned In | Blocked By |
30
  |---|---|---|
31
- | **Rec pipeline fixes (RRF→quota, Hungarian, neg suppression)** | **Phase 4 (NEXT)** | Code refactor only |
32
- | Cold-start onboarding (category picker / ORCID) | Phase 5 | Not yet designed |
33
- | LightGBM lambdarank re-ranker | Phase 6 | Need β‰₯500 labeled save/dismiss interactions |
34
  | LLM interest summaries per cluster | Phase 8 | Needs Claude/Groq API integration |
 
35
 
36
  > **Note**: Hybrid Search (Phase 3), Turso Metadata (Phase 3.5), Ξ±_long tuning, L2
37
  > normalization, and negative profile wiring are all DONE. The next priority is fixing
@@ -227,7 +230,9 @@ Final results β†’ fetch metadata β†’ render
227
 
228
  ---
229
 
230
- ### Phase 4: Recommendation Pipeline Fixes (~1 week)
 
 
231
 
232
  > **Detailed plan**: [`docs/phases/PHASE4-Recommendation-Pipeline-Fixes.md`](../phases/PHASE4-Recommendation-Pipeline-Fixes.md)
233
 
@@ -278,7 +283,9 @@ Turso cloud DB with 1.23GB of metadata + citation counts. Search time: ~10.7s
278
 
279
  ---
280
 
281
- ### Phase 5: Cold-Start Onboarding (~1-2 weeks)
 
 
282
 
283
  Build the onboarding pipeline that Doc 06 identifies as a 4-37% lift even once behavioral data exists.
284
 
@@ -302,7 +309,9 @@ If the user pastes their ORCID, ingest their authored papers as initial saves.
302
 
303
  ---
304
 
305
- ### Phase 6: LightGBM Re-ranker (~2-4 weeks, when data exists)
 
 
306
 
307
  Replace the heuristic scorer with a trained LightGBM lambdarank model.
308
 
@@ -397,9 +406,9 @@ If you can only do three things, do these:
397
 
398
  ### 2. ~~Pre-populate the metadata store (Phase 3.5)~~ βœ… DONE
399
 
400
- ### 3. Replace RRF with quota fusion in recommendations (Phase 4.1) ← NEXT
401
- **Impact**: Prevents the dominant cluster from drowning out minority interests. Fixes the core multi-interest failure mode.
402
- **Effort**: New `fusion.py` + refactor `_multi_interest_recommend()`. ~1 week for all 3 Phase 4 items.
403
 
404
  ---
405
 
@@ -418,5 +427,5 @@ If you can only do three things, do these:
418
  | β€” | [Code Summary & Test Plan](03-Code-Summary-and-Test-Plan.md) | Codebase summary and testing strategy | βœ… Complete |
419
  | β€” | [Phase 2 Hybrid Search Plan](../phases/PHASE2-Hybrid-Search-Plan.md) | BGE-M3 + Zilliz hybrid search prototype | βœ… Superseded by Phase 3 |
420
  | β€” | [Phase 3 Hybrid Semantic Search](../phases/PHASE3-Hybrid-Semantic-Search.md) | Full hybrid search implementation plan | βœ… Complete |
421
- | β€” | [Phase 4 Recommendation Fixes](../phases/PHASE4-Recommendation-Pipeline-Fixes.md) | Quota fusion, Hungarian matching, negative suppression | πŸ“‹ Planned |
422
  | β€” | **This Document** | Revised phase plan synthesizing all research | βœ… Current |
 
20
  | Phase 2c: Heuristic Re-ranking + MMR | βœ… Complete | 5-feature scorer (neg penalty wired), MMR Ξ»=0.6, exploration |
21
  | Phase 3: Hybrid Semantic Search | βœ… Complete | BGE-M3 + Qdrant dense + Zilliz sparse + RRF, 123 tests |
22
  | Phase 3.5: Turso Metadata DB | βœ… Complete | 1.23GB metadata + citations, search ~10.7s β†’ ~1.75s |
23
+ | Phase 4: Recommendation Pipeline Fixes | βœ… Complete | Quota fusion + Hungarian matching + category suppression |
24
+ | Phase 5: Cold-Start Onboarding + UI | βœ… Complete | Onboarding wizard + trending fallback + UI polish |
25
+ | Phase 6: LightGBM Reranker | βœ… Complete (integration; deployment pending) | LambdaRank model + fallback |
26
  | SQLite (interactions, profiles, clusters, metadata cache) | βœ… Live | WAL mode, async via aiosqlite |
27
  | HTMX Frontend | βœ… Live | Search, save, dismiss, recommendations |
28
  | Test Suite | βœ… 125 tests passing | Unit, integration, E2E simulation, search pipeline |
 
31
 
32
  | Component | Planned In | Blocked By |
33
  |---|---|---|
34
+ | Evaluation framework (offline + online metrics) | Phase 7 | Not yet implemented |
35
+ | ORCID / Scholar import (onboarding stretch) | Phase 5 (stretch) | Deferred |
 
36
  | LLM interest summaries per cluster | Phase 8 | Needs Claude/Groq API integration |
37
+ | Exploration + collaborative filtering | Phase 9 | Needs user scale |
38
 
39
  > **Note**: Hybrid Search (Phase 3), Turso Metadata (Phase 3.5), Ξ±_long tuning, L2
40
  > normalization, and negative profile wiring are all DONE. The next priority is fixing
 
230
 
231
  ---
232
 
233
+ ### Phase 4: Recommendation Pipeline Fixes (COMPLETE)
234
+
235
+ Status: implemented (quota fusion, Hungarian matching, category suppression).
236
 
237
  > **Detailed plan**: [`docs/phases/PHASE4-Recommendation-Pipeline-Fixes.md`](../phases/PHASE4-Recommendation-Pipeline-Fixes.md)
238
 
 
283
 
284
  ---
285
 
286
+ ### Phase 5: Cold-Start Onboarding (COMPLETE)
287
+
288
+ Status: core flow implemented (categories + seed search + trending fallback). ORCID/Scholar import deferred.
289
 
290
  Build the onboarding pipeline that Doc 06 identifies as a 4-37% lift even once behavioral data exists.
291
 
 
309
 
310
  ---
311
 
312
+ ### Phase 6: LightGBM Re-ranker (COMPLETE)
313
+
314
+ Status: integration complete; deployment pending.
315
 
316
  Replace the heuristic scorer with a trained LightGBM lambdarank model.
317
 
 
406
 
407
  ### 2. ~~Pre-populate the metadata store (Phase 3.5)~~ βœ… DONE
408
 
409
+ ### 3. Build the Phase 7 evaluation framework
410
+ **Impact**: Establishes offline/online metrics to tune and validate the stack before growth.
411
+ **Effort**: ~1 week (metrics + time-split evaluation harness).
412
 
413
  ---
414
 
 
427
  | β€” | [Code Summary & Test Plan](03-Code-Summary-and-Test-Plan.md) | Codebase summary and testing strategy | βœ… Complete |
428
  | β€” | [Phase 2 Hybrid Search Plan](../phases/PHASE2-Hybrid-Search-Plan.md) | BGE-M3 + Zilliz hybrid search prototype | βœ… Superseded by Phase 3 |
429
  | β€” | [Phase 3 Hybrid Semantic Search](../phases/PHASE3-Hybrid-Semantic-Search.md) | Full hybrid search implementation plan | βœ… Complete |
430
+ | β€” | [Phase 4 Recommendation Fixes](../phases/PHASE4-Recommendation-Pipeline-Fixes.md) | Quota fusion, Hungarian matching, negative suppression | βœ… Complete |
431
  | β€” | **This Document** | Revised phase plan synthesizing all research | βœ… Current |
models/reranker-phase6/.gitattributes ADDED
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models/reranker-phase6/CHANGELOG.md ADDED
@@ -0,0 +1,39 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ # Changelog
2
+
3
+ ## v1.0.0 β€” Production Model (2025-04-27)
4
+
5
+ ### Trained on Real Data
6
+ - **242,179 citation edges** from Semantic Scholar API (50K sampled papers from 1.6M corpus)
7
+ - **90,993 training rows** (1,857 queries, pre-2023 papers)
8
+ - **7,007 eval rows** (143 queries, 2023+ papers)
9
+ - Strict time-split with verified no temporal leakage
10
+
11
+ ### Results
12
+ - nDCG@10: **0.8791** (vs heuristic 0.2641, +232.8%)
13
+ - nDCG@5: **0.8250** (vs heuristic 0.1819, +353.6%)
14
+ - MRR: **0.8795** (vs heuristic 0.2906, +202.7%)
15
+ - HR@10: **1.0000** (vs heuristic 0.6638, +50.6%)
16
+ - Latency: **0.371ms** per 100 candidates
17
+ - Model size: **948 KB**
18
+
19
+ ### Top Features
20
+ 1. `candidate_num_cited_by` (75,203)
21
+ 2. `age_ratio` (7,597)
22
+ 3. `candidate_position` (6,765)
23
+
24
+ ---
25
+
26
+ ## v0.1.0 β€” Synthetic Proof of Concept (2025-04-27)
27
+
28
+ - Full pipeline tested on synthetic data
29
+ - nDCG@10: 0.9985 (vs heuristic 0.9111)
30
+ - 6-category test suite passing
31
+ - 0.088ms latency, 286 KB model
32
+
33
+ ---
34
+
35
+ ## v0.0.1 β€” Pipeline Design (2025-04-27)
36
+
37
+ - 3-script pipeline created
38
+ - 37-feature schema designed
39
+ - Test suite written
models/reranker-phase6/INTEGRATION_GUIDE.md ADDED
@@ -0,0 +1,499 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ # Integration Guide β€” LightGBM Reranker into ResearchIT
2
+
3
+ > **For:** Whoever integrates the reranker into `app/recommend/reranker.py`
4
+ > **Covers:** Steps 5-8 from the Phase 6 roadmap
5
+ > **Prerequisites:** The production model is trained and in `production_model/reranker_v1.txt`
6
+
7
+ ---
8
+
9
+ ## Overview
10
+
11
+ You need to do 4 things:
12
+ 1. **Expand `compute_features()` from 5 β†’ 37 features** (biggest change)
13
+ 2. **Wire model loading + heuristic fallback** at startup
14
+ 3. **Add `lightgbm` to `requirements.txt`** and model file to Docker image
15
+ 4. **Integration testing**
16
+
17
+ ---
18
+
19
+ ## Step 5: Expand `compute_features()` to 37 Features
20
+
21
+ The current heuristic uses 5 features. The LightGBM model expects 37 features in a **specific order** defined in `production_model/feature_schema.json`.
22
+
23
+ ### Feature Schema (order matters!)
24
+
25
+ ```python
26
+ FEATURE_SCHEMA = [
27
+ # Content/Retrieval (0-19)
28
+ "qdrant_cosine_score", # 0 - from Qdrant ANN search
29
+ "candidate_position", # 1 - rank in ANN results
30
+ "candidate_citation_count", # 2 - from Turso papers table
31
+ "candidate_log_citations", # 3 - log(citation_count + 1)
32
+ "candidate_influential_citations", # 4 - from Turso papers table
33
+ "candidate_age_days", # 5 - (now - update_date).days
34
+ "candidate_recency_score", # 6 - exp(-0.002 * age_days)
35
+ "query_citation_count", # 7 - user's profile paper citations (or 0)
36
+ "query_age_days", # 8 - user's profile paper age (or 0)
37
+ "year_diff", # 9 - |query_year - candidate_year|
38
+ "same_primary_category", # 10 - 1 if same primary_topic
39
+ "co_citation_count", # 11 - shared citers (expensive; can be 0)
40
+ "shared_author_count", # 12 - shared authors between query & candidate
41
+ "candidate_is_newer", # 13 - 1 if candidate.year > query.year
42
+ "query_log_citations", # 14 - log(query_citation_count + 1)
43
+ "citation_count_ratio", # 15 - cand_citations / (query_citations + 1)
44
+ "age_ratio", # 16 - cand_age / (query_age + 1)
45
+ "candidate_citations_per_year", # 17 - citations / max(age_years, 0.5)
46
+ "query_num_references", # 18 - 0 for now (needs citation graph in prod)
47
+ "candidate_num_cited_by", # 19 - 0 for now (needs citation graph in prod)
48
+
49
+ # User Behavior (20-30) β€” from EWMA profiles, clusters, interactions
50
+ "ewma_longterm_similarity", # 20 - cos(candidate_emb, user.lt_profile)
51
+ "ewma_shortterm_similarity", # 21 - cos(candidate_emb, user.st_profile)
52
+ "ewma_negative_similarity", # 22 - cos(candidate_emb, user.neg_profile)
53
+ "cluster_importance", # 23 - cluster weight from Ward clustering
54
+ "cluster_distance_to_medoid", # 24 - cos(candidate_emb, cluster_medoid)
55
+ "is_suppressed_category", # 25 - 1 if suppressed category
56
+ "onboarding_category_match", # 26 - 1 if matches onboarding prefs
57
+ "user_total_saves", # 27 - total saves from interactions table
58
+ "user_total_dismissals", # 28 - total dismissals
59
+ "user_days_since_last_save", # 29 - days since last save
60
+ "user_session_save_count", # 30 - saves this session
61
+
62
+ # Cross Features (31-36) β€” computed from above
63
+ "cosine_x_recency", # 31 - feat[0] * feat[6]
64
+ "cosine_x_citations", # 32 - feat[0] * feat[3]
65
+ "category_x_recency", # 33 - feat[10] * feat[6]
66
+ "cosine_x_cocitation", # 34 - feat[0] * log(feat[11] + 1)
67
+ "position_inverse", # 35 - 1 / (feat[1] + 1)
68
+ "citations_x_recency", # 36 - feat[3] * feat[6]
69
+ ]
70
+ ```
71
+
72
+ ### Implementation Sketch
73
+
74
+ ```python
75
+ import numpy as np
76
+ from datetime import datetime, timezone
77
+
78
+ def compute_features_v2(
79
+ user_state: dict, # EWMA profiles, cluster info, interaction counts
80
+ candidate: dict, # paper metadata from Turso
81
+ qdrant_score: float, # cosine score from ANN search
82
+ candidate_position: int, # rank position (0-indexed)
83
+ candidate_embedding: np.ndarray, # 1024-dim BGE-M3 embedding
84
+ ) -> np.ndarray:
85
+ """
86
+ Compute 37-feature vector for LightGBM reranker.
87
+
88
+ Args:
89
+ user_state: {
90
+ "lt_profile": np.ndarray, # long-term EWMA (1024-dim or None)
91
+ "st_profile": np.ndarray, # short-term EWMA (1024-dim or None)
92
+ "neg_profile": np.ndarray, # negative EWMA (1024-dim or None)
93
+ "cluster_importance": float, # from Ward clustering
94
+ "cluster_medoid": np.ndarray, # cluster medoid embedding (or None)
95
+ "suppressed_categories": set, # suppressed arXiv categories
96
+ "onboarding_categories": set, # onboarding selections
97
+ "total_saves": int,
98
+ "total_dismissals": int,
99
+ "days_since_last_save": float,
100
+ "session_save_count": int,
101
+ "query_paper": dict | None, # the "seed" paper if applicable
102
+ }
103
+ candidate: {
104
+ "arxiv_id": str,
105
+ "primary_topic": str,
106
+ "update_date": str, # "YYYY-MM-DD"
107
+ "citation_count": int,
108
+ "influential_citations": int,
109
+ "authors": list[str],
110
+ }
111
+ qdrant_score: cosine similarity from ANN search
112
+ candidate_position: rank in ANN results (0-indexed)
113
+ candidate_embedding: paper's BGE-M3 embedding vector
114
+
115
+ Returns:
116
+ np.ndarray of shape (37,) β€” feature vector in schema order
117
+ """
118
+ features = np.zeros(37, dtype=np.float32)
119
+ now = datetime.now(timezone.utc)
120
+
121
+ # --- Content/Retrieval features (0-19) ---
122
+
123
+ # 0: qdrant_cosine_score
124
+ features[0] = qdrant_score
125
+
126
+ # 1: candidate_position
127
+ features[1] = float(candidate_position)
128
+
129
+ # 2: candidate_citation_count
130
+ cand_citations = candidate.get("citation_count", 0) or 0
131
+ features[2] = float(cand_citations)
132
+
133
+ # 3: candidate_log_citations
134
+ features[3] = np.log(cand_citations + 1)
135
+
136
+ # 4: candidate_influential_citations
137
+ features[4] = float(candidate.get("influential_citations", 0) or 0)
138
+
139
+ # 5: candidate_age_days
140
+ try:
141
+ pub_date = datetime.strptime(candidate.get("update_date", "")[:10], "%Y-%m-%d")
142
+ pub_date = pub_date.replace(tzinfo=timezone.utc)
143
+ cand_age = max(0, (now - pub_date).days)
144
+ except (ValueError, TypeError):
145
+ cand_age = 365 # default 1 year
146
+ features[5] = float(cand_age)
147
+
148
+ # 6: candidate_recency_score
149
+ features[6] = np.exp(-0.002 * cand_age)
150
+
151
+ # 7-9: Query paper features (from user's seed paper, or defaults)
152
+ query_paper = user_state.get("query_paper") or {}
153
+ query_citations = query_paper.get("citation_count", 0) or 0
154
+ features[7] = float(query_citations)
155
+
156
+ try:
157
+ q_pub = datetime.strptime(query_paper.get("update_date", "")[:10], "%Y-%m-%d")
158
+ q_pub = q_pub.replace(tzinfo=timezone.utc)
159
+ query_age = max(0, (now - q_pub).days)
160
+ except (ValueError, TypeError):
161
+ query_age = 0
162
+ features[8] = float(query_age)
163
+
164
+ cand_year = _parse_year(candidate.get("update_date", ""))
165
+ query_year = _parse_year(query_paper.get("update_date", "")) if query_paper else cand_year
166
+ features[9] = abs(query_year - cand_year)
167
+
168
+ # 10: same_primary_category
169
+ q_cat = query_paper.get("primary_topic", "") if query_paper else ""
170
+ c_cat = candidate.get("primary_topic", "")
171
+ features[10] = 1.0 if (q_cat and c_cat and q_cat == c_cat) else 0.0
172
+
173
+ # 11: co_citation_count (0 unless you have citation graph loaded)
174
+ features[11] = 0.0 # TODO: populate if citation graph is loaded
175
+
176
+ # 12: shared_author_count
177
+ if query_paper and query_paper.get("authors"):
178
+ q_authors = {a.lower().strip() for a in query_paper["authors"] if a}
179
+ c_authors = {a.lower().strip() for a in (candidate.get("authors") or []) if a}
180
+ features[12] = float(len(q_authors & c_authors))
181
+
182
+ # 13: candidate_is_newer
183
+ features[13] = 1.0 if cand_year > query_year else 0.0
184
+
185
+ # 14: query_log_citations
186
+ features[14] = np.log(query_citations + 1)
187
+
188
+ # 15: citation_count_ratio
189
+ features[15] = cand_citations / (query_citations + 1)
190
+
191
+ # 16: age_ratio
192
+ features[16] = cand_age / (query_age + 1) if query_age > 0 else 0.0
193
+
194
+ # 17: candidate_citations_per_year
195
+ cand_age_years = max(cand_age / 365.0, 0.5)
196
+ features[17] = cand_citations / cand_age_years
197
+
198
+ # 18-19: Graph features (0 unless citation graph loaded in prod)
199
+ features[18] = 0.0 # query_num_references
200
+ features[19] = 0.0 # candidate_num_cited_by
201
+
202
+ # --- User Behavior features (20-30) ---
203
+
204
+ # 20: ewma_longterm_similarity
205
+ lt_prof = user_state.get("lt_profile")
206
+ if lt_prof is not None and candidate_embedding is not None:
207
+ features[20] = _cosine_sim(candidate_embedding, lt_prof)
208
+
209
+ # 21: ewma_shortterm_similarity
210
+ st_prof = user_state.get("st_profile")
211
+ if st_prof is not None and candidate_embedding is not None:
212
+ features[21] = _cosine_sim(candidate_embedding, st_prof)
213
+
214
+ # 22: ewma_negative_similarity
215
+ neg_prof = user_state.get("neg_profile")
216
+ if neg_prof is not None and candidate_embedding is not None:
217
+ features[22] = _cosine_sim(candidate_embedding, neg_prof)
218
+
219
+ # 23: cluster_importance
220
+ features[23] = float(user_state.get("cluster_importance", 0.0))
221
+
222
+ # 24: cluster_distance_to_medoid
223
+ medoid = user_state.get("cluster_medoid")
224
+ if medoid is not None and candidate_embedding is not None:
225
+ features[24] = _cosine_sim(candidate_embedding, medoid)
226
+
227
+ # 25: is_suppressed_category
228
+ suppressed = user_state.get("suppressed_categories", set())
229
+ features[25] = 1.0 if c_cat in suppressed else 0.0
230
+
231
+ # 26: onboarding_category_match
232
+ onboarding = user_state.get("onboarding_categories", set())
233
+ features[26] = 1.0 if c_cat in onboarding else 0.0
234
+
235
+ # 27-30: Interaction counts
236
+ features[27] = float(user_state.get("total_saves", 0))
237
+ features[28] = float(user_state.get("total_dismissals", 0))
238
+ features[29] = float(user_state.get("days_since_last_save", 0.0))
239
+ features[30] = float(user_state.get("session_save_count", 0))
240
+
241
+ # --- Cross Features (31-36) ---
242
+
243
+ features[31] = features[0] * features[6] # cosine Γ— recency
244
+ features[32] = features[0] * features[3] # cosine Γ— log_citations
245
+ features[33] = features[10] * features[6] # category Γ— recency
246
+ features[34] = features[0] * np.log(features[11] + 1) # cosine Γ— log_cocitation
247
+ features[35] = 1.0 / (features[1] + 1) # position_inverse
248
+ features[36] = features[3] * features[6] # log_citations Γ— recency
249
+
250
+ return features
251
+
252
+
253
+ def _cosine_sim(a: np.ndarray, b: np.ndarray) -> float:
254
+ """Cosine similarity between two vectors."""
255
+ dot = np.dot(a, b)
256
+ norm_a = np.linalg.norm(a)
257
+ norm_b = np.linalg.norm(b)
258
+ if norm_a == 0 or norm_b == 0:
259
+ return 0.0
260
+ return float(dot / (norm_a * norm_b))
261
+
262
+
263
+ def _parse_year(date_str: str) -> int:
264
+ try:
265
+ return int(date_str[:4])
266
+ except (ValueError, TypeError, IndexError):
267
+ return 2020
268
+ ```
269
+
270
+ ### Vectorized Version (for batch scoring)
271
+
272
+ For production use, compute features for ALL candidates at once:
273
+
274
+ ```python
275
+ def compute_features_batch(
276
+ user_state: dict,
277
+ candidates: list[dict],
278
+ qdrant_scores: list[float],
279
+ candidate_embeddings: np.ndarray, # (N, 1024)
280
+ ) -> np.ndarray:
281
+ """
282
+ Compute features for all candidates at once.
283
+ Returns (N, 37) feature matrix.
284
+ """
285
+ N = len(candidates)
286
+ features = np.zeros((N, 37), dtype=np.float32)
287
+
288
+ for i, (cand, score) in enumerate(zip(candidates, qdrant_scores)):
289
+ features[i] = compute_features_v2(
290
+ user_state=user_state,
291
+ candidate=cand,
292
+ qdrant_score=score,
293
+ candidate_position=i,
294
+ candidate_embedding=candidate_embeddings[i] if candidate_embeddings is not None else None,
295
+ )
296
+
297
+ return features
298
+ ```
299
+
300
+ > **Performance note:** The bottleneck is NOT feature computation or LightGBM prediction (0.4ms). It's fetching candidate metadata from Turso. Batch your Turso queries.
301
+
302
+ ---
303
+
304
+ ## Step 6: Wire Model Loading + Heuristic Fallback
305
+
306
+ In `app/recommend/reranker.py`:
307
+
308
+ ```python
309
+ import os
310
+ import lightgbm as lgb
311
+ import numpy as np
312
+
313
+ # ── Model Loading ────────────────────────────────────────────────────────────
314
+
315
+ _lgb_model = None
316
+ _model_path = os.environ.get("RERANKER_MODEL_PATH", "production_model/reranker_v1.txt")
317
+
318
+ try:
319
+ _lgb_model = lgb.Booster(model_file=_model_path)
320
+ print(f"[reranker] LightGBM model loaded from {_model_path}")
321
+ print(f"[reranker] num_features: {_lgb_model.num_feature()}")
322
+ print(f"[reranker] num_trees: {_lgb_model.num_trees()}")
323
+ except FileNotFoundError:
324
+ print(f"[reranker] Model file not found: {_model_path} β€” using heuristic")
325
+ except Exception as e:
326
+ print(f"[reranker] Model load failed: {e} β€” using heuristic")
327
+
328
+
329
+ # ── Main Reranking Function ──────────────────────────────────────────────────
330
+
331
+ def rerank_candidates(
332
+ user_state: dict,
333
+ candidates: list[dict],
334
+ qdrant_scores: list[float],
335
+ candidate_embeddings: np.ndarray | None = None,
336
+ ) -> list[dict]:
337
+ """
338
+ Rerank candidates using LightGBM (or heuristic fallback).
339
+
340
+ Returns candidates sorted by score (best first).
341
+ """
342
+ if not candidates:
343
+ return []
344
+
345
+ if _lgb_model is not None:
346
+ # LightGBM path
347
+ features = compute_features_batch(user_state, candidates, qdrant_scores, candidate_embeddings)
348
+ scores = _lgb_model.predict(features)
349
+ else:
350
+ # Heuristic fallback (always works, no model needed)
351
+ scores = np.array([
352
+ heuristic_score(user_state, cand, score)
353
+ for cand, score in zip(candidates, qdrant_scores)
354
+ ])
355
+
356
+ # Sort by score descending
357
+ order = np.argsort(-scores)
358
+ return [candidates[i] for i in order]
359
+ ```
360
+
361
+ ### Key Design Decisions
362
+
363
+ 1. **The heuristic fallback is PERMANENT.** Don't remove it. It's your safety net if:
364
+ - The model file is missing (fresh deploy)
365
+ - LightGBM import fails (dependency issue)
366
+ - The model produces garbage (bad retrain)
367
+
368
+ 2. **Model path is configurable** via `RERANKER_MODEL_PATH` env var. This lets you A/B test different models without code changes.
369
+
370
+ 3. **No model versioning yet.** For v1, just replace the file. When you have v2, add version tracking.
371
+
372
+ ---
373
+
374
+ ## Step 7: Update `requirements.txt`
375
+
376
+ Add to your `requirements.txt`:
377
+ ```
378
+ lightgbm>=4.0,<5.0
379
+ ```
380
+
381
+ And in your `Dockerfile`, ensure the model file is copied:
382
+ ```dockerfile
383
+ COPY production_model/reranker_v1.txt /app/production_model/reranker_v1.txt
384
+ ```
385
+
386
+ Or download from this repo at startup:
387
+ ```python
388
+ # In app startup
389
+ from huggingface_hub import hf_hub_download
390
+
391
+ model_path = hf_hub_download(
392
+ repo_id="siddhm11/researchit-reranker-phase6",
393
+ filename="production_model/reranker_v1.txt",
394
+ )
395
+ ```
396
+
397
+ ---
398
+
399
+ ## Step 8: Integration Testing
400
+
401
+ ### Smoke Test
402
+ ```python
403
+ import lightgbm as lgb
404
+ import numpy as np
405
+
406
+ # Load model
407
+ model = lgb.Booster(model_file="production_model/reranker_v1.txt")
408
+ assert model.num_feature() == 37
409
+
410
+ # Predict on dummy input
411
+ dummy = np.zeros((5, 37), dtype=np.float32)
412
+ scores = model.predict(dummy)
413
+ assert scores.shape == (5,)
414
+ assert not np.any(np.isnan(scores))
415
+ print("βœ… Smoke test passed")
416
+ ```
417
+
418
+ ### End-to-End Test
419
+ ```python
420
+ # Verify the full pipeline: ANN β†’ feature computation β†’ LightGBM β†’ ranked output
421
+ def test_e2e():
422
+ # 1. Simulate a user with EWMA profiles
423
+ user_state = {
424
+ "lt_profile": np.random.randn(1024).astype(np.float32),
425
+ "st_profile": np.random.randn(1024).astype(np.float32),
426
+ "neg_profile": np.random.randn(1024).astype(np.float32),
427
+ "cluster_importance": 0.8,
428
+ "cluster_medoid": np.random.randn(1024).astype(np.float32),
429
+ "suppressed_categories": {"cs.CR"},
430
+ "onboarding_categories": {"cs.CL", "cs.LG"},
431
+ "total_saves": 42,
432
+ "total_dismissals": 10,
433
+ "days_since_last_save": 0.5,
434
+ "session_save_count": 3,
435
+ "query_paper": None,
436
+ }
437
+
438
+ # 2. Simulate candidates from Qdrant
439
+ candidates = [
440
+ {"arxiv_id": f"2024.{i:05d}", "primary_topic": "cs.CL",
441
+ "update_date": "2024-01-15", "citation_count": i*10,
442
+ "influential_citations": i, "authors": ["Alice", "Bob"]}
443
+ for i in range(50)
444
+ ]
445
+ qdrant_scores = [0.9 - i*0.01 for i in range(50)]
446
+ candidate_embeddings = np.random.randn(50, 1024).astype(np.float32)
447
+
448
+ # 3. Rerank
449
+ ranked = rerank_candidates(user_state, candidates, qdrant_scores, candidate_embeddings)
450
+
451
+ assert len(ranked) == 50
452
+ # The order should differ from the ANN order (LightGBM reranks)
453
+ original_ids = [c["arxiv_id"] for c in candidates]
454
+ reranked_ids = [c["arxiv_id"] for c in ranked]
455
+ assert original_ids != reranked_ids, "LightGBM should change the order"
456
+ print("βœ… E2E test passed")
457
+ ```
458
+
459
+ ### Latency Test
460
+ ```python
461
+ import time
462
+
463
+ features = np.random.randn(100, 37).astype(np.float32)
464
+
465
+ # Warmup
466
+ for _ in range(100):
467
+ model.predict(features)
468
+
469
+ # Benchmark
470
+ t0 = time.time()
471
+ for _ in range(1000):
472
+ model.predict(features)
473
+ elapsed = (time.time() - t0) / 1000 * 1000 # ms per call
474
+
475
+ assert elapsed < 1.0, f"Too slow: {elapsed:.3f}ms (target: <1ms)"
476
+ print(f"βœ… Latency: {elapsed:.3f}ms per 100 candidates")
477
+ ```
478
+
479
+ ---
480
+
481
+ ## Notes for Future Retraining
482
+
483
+ When you have 500+ real user interactions:
484
+
485
+ 1. Export interactions from Turso:
486
+ ```sql
487
+ SELECT user_id, arxiv_id, action, created_at FROM interactions
488
+ ```
489
+
490
+ 2. Generate new training triples with **real labels**:
491
+ - `action = 'save'` β†’ label 2
492
+ - `action = 'click'` β†’ label 1
493
+ - `action = 'dismiss'` β†’ label 0
494
+
495
+ 3. The 37-feature schema is **stable** β€” features 20-30 will now be populated with real EWMA profiles, cluster data, and interaction counts.
496
+
497
+ 4. Retrain with the same `03_train_lightgbm.py` script on the new data.
498
+
499
+ 5. The user behavior features (20-30) should gain significant importance in the new model.
models/reranker-phase6/README.md ADDED
@@ -0,0 +1,391 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ # ResearchIT Phase 6 β€” LightGBM Reranker
2
+
3
+ > **Status:** βœ… **Production model trained and evaluated on real citation data.**
4
+ > **Parent project:** [siddhm11/ResearchIT](https://huggingface.co/spaces/siddhm11/ResearchIT)
5
+ > **Replaces:** Hand-tuned heuristic scorer in `app/recommend/reranker.py`
6
+ > **Architecture position:** LightGBM-1 in the Doc 07 multi-stage pipeline
7
+
8
+ ---
9
+
10
+ ## 🎯 TL;DR
11
+
12
+ A LightGBM lambdarank model that reranks arXiv paper recommendations. Trained on **242K real citation edges** from Semantic Scholar across **1.6M arXiv papers** in the ResearchIT corpus.
13
+
14
+ | Metric | Heuristic | LightGBM | Improvement |
15
+ |--------|:---------:|:--------:|:-----------:|
16
+ | **nDCG@5** | 0.1819 | **0.8250** | **+353.6%** |
17
+ | **nDCG@10** | 0.2641 | **0.8791** | **+232.8%** |
18
+ | **nDCG@20** | 0.3296 | **0.8857** | **+168.7%** |
19
+ | Recall@10 | 0.4384 | **0.9825** | +124.1% |
20
+ | HR@10 | 0.6638 | **1.0000** | +50.6% |
21
+ | MRR | 0.2906 | **0.8795** | +202.7% |
22
+
23
+ **Latency:** 0.371ms per 100 candidates (budget: <1ms) βœ…
24
+ **Model size:** 948 KB
25
+ **Verdict:** βœ… DEPLOY β€” massive improvement across all metrics.
26
+
27
+ ---
28
+
29
+ ## πŸ“¦ Repository Contents
30
+
31
+ ```
32
+ researchit-reranker-phase6/
33
+ β”‚
34
+ β”œβ”€β”€ production_model/ ← PRODUCTION ARTIFACTS
35
+ β”‚ β”œβ”€β”€ reranker_v1.txt ← THE MODEL (948 KB, LightGBM text format)
36
+ β”‚ β”œβ”€β”€ eval_metrics.json ← Full benchmark results + training metadata
37
+ β”‚ β”œβ”€β”€ baseline_comparison.json ← LightGBM vs heuristic comparison
38
+ β”‚ β”œβ”€β”€ feature_importance.csv ← All 37 features ranked by gain
39
+ β”‚ └── feature_schema.json ← 37-feature schema definition (ordered)
40
+ β”‚
41
+ β”œβ”€β”€ scripts/ ← REPRODUCIBLE PIPELINE (3 scripts)
42
+ β”‚ β”œβ”€β”€ 01_fetch_citation_edges.py ← S2 API β†’ citations.parquet
43
+ β”‚ β”œβ”€β”€ 02_generate_training_triples.py ← Qdrant ANN + Turso β†’ train/eval.parquet
44
+ β”‚ └── 03_train_lightgbm.py ← LightGBM lambdarank training + eval
45
+ β”‚
46
+ β”œβ”€β”€ synthetic_model/ ← PROOF OF CONCEPT (synthetic data)
47
+ β”‚ β”œβ”€β”€ reranker_v1_synthetic.txt ← Model trained on synthetic data (286 KB)
48
+ β”‚ └── test_results.json ← Synthetic eval results
49
+ β”‚
50
+ β”œβ”€β”€ tests/
51
+ β”‚ └── test_full_pipeline.py ← Comprehensive test suite (6 categories)
52
+ β”‚
53
+ β”œβ”€β”€ INTEGRATION_GUIDE.md ← Step-by-step integration into ResearchIT
54
+ β”œβ”€β”€ CHANGELOG.md ← Version history
55
+ └── README.md ← This file
56
+ ```
57
+
58
+ ---
59
+
60
+ ## 🧠 How It Works
61
+
62
+ ### The Problem
63
+
64
+ ResearchIT recommends arXiv papers using a multi-stage pipeline:
65
+ ```
66
+ Qdrant ANN retrieval β†’ Quota fusion β†’ Reranking β†’ MMR diversity β†’ Feed
67
+ ```
68
+
69
+ The **reranking** step uses a hand-tuned heuristic scorer with 5 features and fixed weights:
70
+ ```python
71
+ score = 0.40 Γ— cos(paper, long_term_profile)
72
+ + 0.25 Γ— cos(paper, short_term_profile)
73
+ + 0.15 Γ— recency_decay
74
+ + 0.10 Γ— retrieval_rank_confidence
75
+ - 0.15 Γ— cos(paper, negative_profile)
76
+ ```
77
+
78
+ This heuristic can't use citation count, co-citation networks, category match, or any feature interactions. The weights are guesses.
79
+
80
+ ### The Solution
81
+
82
+ Train a **LightGBM lambdarank model** on **citation-graph pseudo-labels**:
83
+
84
+ 1. **Each arXiv paper acts as a "pseudo-user"** β€” its bibliography simulates what that researcher would "save"
85
+ 2. **Direct citations β†’ label 2** (strong positive β€” this paper was important enough to cite)
86
+ 3. **Co-citations β†’ label 1** (weak positive β€” papers sharing community context)
87
+ 4. **ANN-retrieved but not cited β†’ label 0** (negative β€” topically related but not worth citing)
88
+
89
+ The model learns: given 37 features about a (user, paper) pair, which papers should rank higher?
90
+
91
+ ### Where It Fits in Doc 07
92
+
93
+ This is **LightGBM-1** in the multi-stage architecture:
94
+ ```
95
+ Qdrant ANN (Phase 2) β†’ LightGBM-1 (THIS MODEL) β†’ [TinyBERT β†’ LightGBM-2] (Phase 8b, future)
96
+ ```
97
+
98
+ ---
99
+
100
+ ## πŸ“Š Production Results
101
+
102
+ ### Training Data (Real Citation Graph)
103
+
104
+ | Metric | Value |
105
+ |--------|-------|
106
+ | Corpus size | 1,597,097 arXiv papers |
107
+ | Papers sampled for S2 API | 50,000 |
108
+ | In-corpus citation edges | 242,179 |
109
+ | Training rows | 90,993 (1,857 queries, pre-2023) |
110
+ | Eval rows | 7,007 (143 queries, 2023+) |
111
+ | Label distribution | 4.6% direct citation, 0.2% co-citation, 95.1% negative |
112
+ | Time split | Train: pre-2023, Eval: 2023+ (verified: no temporal leakage) |
113
+
114
+ ### Model Training
115
+
116
+ | Parameter | Value |
117
+ |-----------|-------|
118
+ | Objective | lambdarank |
119
+ | Num boost rounds | 500 (early stopped at 141) |
120
+ | Learning rate | 0.05 |
121
+ | Num leaves | 63 |
122
+ | Min data in leaf | 50 |
123
+ | Feature fraction | 0.8 |
124
+ | Bagging fraction | 0.8 |
125
+ | Training time | ~7 minutes |
126
+
127
+ ### Evaluation: LightGBM vs Heuristic Baseline
128
+
129
+ The heuristic baseline uses `qdrant_cosine_score` as proxy for `ewma_longterm_similarity` (since EWMA profiles don't exist for pseudo-users). This is a **fair comparison** β€” both models see the same zero-filled user features.
130
+
131
+ | Metric | Heuristic | LightGBM | Delta | % Improvement |
132
+ |--------|:---------:|:--------:|:-----:|:-------------:|
133
+ | nDCG@5 | 0.1819 | **0.8250** | +0.6432 | **+353.6%** |
134
+ | nDCG@10 | 0.2641 | **0.8791** | +0.6150 | **+232.8%** |
135
+ | nDCG@20 | 0.3296 | **0.8857** | +0.5561 | **+168.7%** |
136
+ | Recall@10 | 0.4384 | **0.9825** | +0.5442 | **+124.1%** |
137
+ | Recall@50 | 1.0000 | 1.0000 | 0.0000 | 0.0% |
138
+ | HR@10 | 0.6638 | **1.0000** | +0.3362 | **+50.6%** |
139
+ | MRR | 0.2906 | **0.8795** | +0.5889 | **+202.7%** |
140
+
141
+ ### Production Readiness
142
+
143
+ | Check | Result | Target | Status |
144
+ |-------|--------|--------|--------|
145
+ | Latency (100 candidates) | 0.371ms | <1ms | βœ… 2.7Γ— under budget |
146
+ | Model size | 948 KB | <2 MB | βœ… |
147
+ | Model reload | Identical predictions | β€” | βœ… |
148
+ | Handles NaN input | Graceful | β€” | βœ… |
149
+ | Handles extreme values | No crash | β€” | βœ… |
150
+ | Best iteration | 141/500 | β€” | βœ… Early stopping healthy |
151
+
152
+ ---
153
+
154
+ ## πŸ† Feature Importance (Top 15)
155
+
156
+ | Rank | Feature | Importance | Description |
157
+ |------|---------|:----------:|-------------|
158
+ | 1 | `candidate_num_cited_by` | 75,203 | How many corpus papers cite this candidate |
159
+ | 2 | `age_ratio` | 7,597 | candidate_age / (query_age + 1) |
160
+ | 3 | `candidate_position` | 6,765 | Rank position in ANN results |
161
+ | 4 | `cosine_x_citations` | 2,383 | cosine Γ— log(citations) interaction |
162
+ | 5 | `qdrant_cosine_score` | 2,353 | BGE-M3 cosine similarity |
163
+ | 6 | `candidate_citation_count` | 2,042 | Raw citation count |
164
+ | 7 | `citation_count_ratio` | 2,001 | candidate/query citation ratio |
165
+ | 8 | `query_age_days` | 1,749 | Age of the query paper |
166
+ | 9 | `query_num_references` | 1,726 | How many papers the query cites |
167
+ | 10 | `candidate_citations_per_year` | 1,633 | Citation velocity |
168
+ | 11 | `candidate_influential_citations` | 1,564 | S2 influential citation count |
169
+ | 12 | `query_citation_count` | 1,290 | Query paper's citation count |
170
+ | 13 | `category_x_recency` | 1,188 | category_match Γ— recency interaction |
171
+ | 14 | `citations_x_recency` | 1,143 | log_citations Γ— recency interaction |
172
+ | 15 | `position_inverse` | 1,108 | 1 / (position + 1) |
173
+
174
+ **Key insight:** `candidate_num_cited_by` (how many corpus papers cite this candidate) is the dominant signal β€” 10Γ— more important than any other feature. This is a "corpus-wide popularity" signal that the heuristic cannot access.
175
+
176
+ **User behavior features (20-30):** All 11 have zero importance (correctly β€” they're zero-filled for pseudo-labels). When real user data arrives (500+ interactions), retrain and these features will activate.
177
+
178
+ ---
179
+
180
+ ## πŸ”¬ The 37-Feature Schema
181
+
182
+ ### Content/Retrieval Features (0-19) β€” Active in pseudo-label training
183
+
184
+ | # | Feature | Description | Source |
185
+ |---|---------|-------------|--------|
186
+ | 0 | `qdrant_cosine_score` | BGE-M3 cosine similarity from ANN search | Qdrant |
187
+ | 1 | `candidate_position` | Rank position in ANN results (0-indexed) | Qdrant |
188
+ | 2 | `candidate_citation_count` | Total citation count | Turso |
189
+ | 3 | `candidate_log_citations` | log(citation_count + 1) | Computed |
190
+ | 4 | `candidate_influential_citations` | Influential citation count (S2) | Turso |
191
+ | 5 | `candidate_age_days` | Days since publication | Turso |
192
+ | 6 | `candidate_recency_score` | exp(-0.002 Γ— age_days) β€” matches heuristic | Computed |
193
+ | 7 | `query_citation_count` | Citation count of the query/user paper | Turso |
194
+ | 8 | `query_age_days` | Days since query paper published | Turso |
195
+ | 9 | `year_diff` | |query_year - candidate_year| | Computed |
196
+ | 10 | `same_primary_category` | 1 if same primary arXiv category | Turso |
197
+ | 11 | `co_citation_count` | Papers citing BOTH query and candidate | Citation graph |
198
+ | 12 | `shared_author_count` | Shared authors (case-insensitive) | Turso |
199
+ | 13 | `candidate_is_newer` | 1 if candidate published after query | Computed |
200
+ | 14 | `query_log_citations` | log(query_citation_count + 1) | Computed |
201
+ | 15 | `citation_count_ratio` | candidate_citations / (query_citations + 1) | Computed |
202
+ | 16 | `age_ratio` | candidate_age / (query_age + 1) | Computed |
203
+ | 17 | `candidate_citations_per_year` | citation_count / max(age_years, 0.5) | Computed |
204
+ | 18 | `query_num_references` | Papers the query cites (in-corpus) | Citation graph |
205
+ | 19 | `candidate_num_cited_by` | Corpus papers that cite the candidate | Citation graph |
206
+
207
+ ### User Behavior Features (20-30) β€” Zero-filled for pseudo-labels, active for real users
208
+
209
+ | # | Feature | Description | Source in ResearchIT |
210
+ |---|---------|-------------|---------------------|
211
+ | 20 | `ewma_longterm_similarity` | cos(candidate, long-term EWMA profile) | `profiles.py` Ξ±=0.03 |
212
+ | 21 | `ewma_shortterm_similarity` | cos(candidate, short-term EWMA profile) | `profiles.py` Ξ±=0.40 |
213
+ | 22 | `ewma_negative_similarity` | cos(candidate, negative EWMA profile) | `profiles.py` Ξ±=0.15 |
214
+ | 23 | `cluster_importance` | Importance weight of serving cluster | `clustering.py` |
215
+ | 24 | `cluster_distance_to_medoid` | cos(candidate, cluster medoid) | `clustering.py` |
216
+ | 25 | `is_suppressed_category` | 1 if category suppressed (β‰₯3 dismissals in 14d) | `db.py` |
217
+ | 26 | `onboarding_category_match` | 1 if matches onboarding selections | `db.py` |
218
+ | 27 | `user_total_saves` | Total papers saved | `interactions` table |
219
+ | 28 | `user_total_dismissals` | Total papers dismissed | `interactions` table |
220
+ | 29 | `user_days_since_last_save` | Days since last save | `interactions` table |
221
+ | 30 | `user_session_save_count` | Saves in current session | In-memory state |
222
+
223
+ ### Cross Features (31-36) β€” Interaction terms
224
+
225
+ | # | Feature | Formula |
226
+ |---|---------|---------|
227
+ | 31 | `cosine_x_recency` | qdrant_cosine_score Γ— candidate_recency_score |
228
+ | 32 | `cosine_x_citations` | qdrant_cosine_score Γ— candidate_log_citations |
229
+ | 33 | `category_x_recency` | same_primary_category Γ— candidate_recency_score |
230
+ | 34 | `cosine_x_cocitation` | qdrant_cosine_score Γ— log(co_citation_count + 1) |
231
+ | 35 | `position_inverse` | 1 / (candidate_position + 1) |
232
+ | 36 | `citations_x_recency` | candidate_log_citations Γ— candidate_recency_score |
233
+
234
+ ---
235
+
236
+ ## πŸ”„ Reproducing the Pipeline
237
+
238
+ ### Prerequisites
239
+ ```bash
240
+ pip install httpx pyarrow tqdm numpy qdrant-client lightgbm
241
+ ```
242
+
243
+ ### Step 1: Export Corpus IDs
244
+ Export arXiv IDs from Turso:
245
+ ```sql
246
+ SELECT arxiv_id FROM papers;
247
+ ```
248
+ Save as `arxiv_ids.txt` (one ID per line). Our corpus: 1,597,097 IDs.
249
+
250
+ ### Step 2: Fetch Citation Edges (~30 min for 50K papers)
251
+ ```bash
252
+ python scripts/01_fetch_citation_edges.py \
253
+ --corpus-file arxiv_ids.txt \
254
+ --output citations.parquet \
255
+ --max-papers 50000 # sample for rate limits; remove for full corpus
256
+ ```
257
+
258
+ - Supports checkpoint/resume (safe to interrupt)
259
+ - S2 API key optional but recommended (faster rate limit)
260
+ - Filters to in-corpus edges (both papers must be in Qdrant)
261
+ - Our run: 50K papers β†’ 242,179 in-corpus edges
262
+
263
+ ### Step 3: Generate Training Triples (~80 min)
264
+ ```bash
265
+ python scripts/02_generate_training_triples.py \
266
+ --citations citations.parquet \
267
+ --corpus-file arxiv_ids.txt \
268
+ --qdrant-url "$QDRANT_URL" \
269
+ --qdrant-api-key "$QDRANT_API_KEY" \
270
+ --qdrant-collection arxiv_bgem3_dense \
271
+ --turso-url "$TURSO_URL" \
272
+ --turso-token "$TURSO_DB_TOKEN" \
273
+ --output-dir ./ltr_dataset \
274
+ --num-queries 2000 \
275
+ --candidates-per-query 50
276
+ ```
277
+
278
+ - Enforces time-split: train on pre-2023, eval on 2023+
279
+ - Asserts no temporal leakage: `max(train.year) < min(eval.year)`
280
+ - Uses `scroll()` + `query_points()` for qdrant-client 1.17+
281
+ - Our run: 90,993 train rows + 7,007 eval rows
282
+
283
+ ### Step 4: Train Model (~5 min)
284
+ ```bash
285
+ python scripts/03_train_lightgbm.py \
286
+ --train-file ltr_dataset/train.parquet \
287
+ --eval-file ltr_dataset/eval.parquet \
288
+ --output-dir ./model_output \
289
+ --num-boost-round 500 \
290
+ --learning-rate 0.05
291
+ ```
292
+
293
+ - Evaluates nDCG@5/10/20, Recall@10/50, HR@10, MRR
294
+ - Compares LightGBM vs exact heuristic baseline
295
+ - Reports feature importance, latency benchmark, per-query win rates
296
+ - Our run: early stopped at iteration 141, 948 KB model
297
+
298
+ ---
299
+
300
+ ## πŸ”Œ Integration Into ResearchIT
301
+
302
+ See [INTEGRATION_GUIDE.md](INTEGRATION_GUIDE.md) for the complete step-by-step guide.
303
+
304
+ **Quick summary** β€” add to `app/recommend/reranker.py`:
305
+
306
+ ```python
307
+ import lightgbm as lgb
308
+
309
+ # Load once at startup
310
+ _lgb_model = None
311
+ try:
312
+ _lgb_model = lgb.Booster(model_file="production_model/reranker_v1.txt")
313
+ print("[reranker] LightGBM model loaded (948 KB)")
314
+ except Exception:
315
+ print("[reranker] LightGBM unavailable β€” using heuristic fallback")
316
+
317
+ # In rerank_candidates():
318
+ if _lgb_model is not None:
319
+ features = compute_features_v2(user, candidates) # 37-dim feature vector
320
+ scores = _lgb_model.predict(features)
321
+ else:
322
+ scores = heuristic_score(candidates) # existing fallback
323
+ ```
324
+
325
+ The heuristic scorer remains as a permanent fallback. If the model file is missing or fails to load, the system silently uses the heuristic. No user-facing impact.
326
+
327
+ ---
328
+
329
+ ## ⚠️ Known Limitations
330
+
331
+ ### Citation β‰  User Interest
332
+ Citation pseudo-labels ("cited in bibliography") β‰  real user signals ("saved in feed"). A foundational paper like "Attention Is All You Need" gets label=2 in citation data but might be dismissed by users who've already read it.
333
+
334
+ **Mitigation:** The `candidate_log_citations` and `candidate_citations_per_year` features help learn a popularity curve. When 500+ real user interactions accumulate, retrain on actual save/dismiss data β€” the 11 user behavior features (20-30) activate and the model learns real preferences.
335
+
336
+ ### Sampled Corpus (50K of 1.6M)
337
+ We sampled 50K papers for S2 API calls due to rate limiting, yielding 242K in-corpus edges. The full corpus would produce ~8-10M edges with a valid API key or S2 bulk download. More edges β†’ more training data β†’ better model.
338
+
339
+ ### S2 API Key
340
+ The provided API key returned 403 Forbidden. We ran unauthenticated at ~1.5s delay per request. A working key or the S2 bulk dataset download would be significantly faster.
341
+
342
+ ### Pseudo-Label Heuristic Baseline
343
+ The heuristic baseline uses `qdrant_cosine_score` as proxy for `ewma_longterm_similarity` (feature 20) since real EWMA profiles don't exist for pseudo-users. This is fair but means the heuristic baseline nDCG (0.264) is lower than what the real heuristic achieves in production with actual user profiles.
344
+
345
+ ---
346
+
347
+ ## πŸ—ΊοΈ Roadmap
348
+
349
+ | Step | Description | Status |
350
+ |------|-------------|--------|
351
+ | ~~1. Citation edges~~ | S2 API scraping | βœ… Done (242K edges) |
352
+ | ~~2. Training triples~~ | Qdrant ANN + Turso β†’ labeled data | βœ… Done (98K rows) |
353
+ | ~~3. LightGBM training~~ | lambdarank + eval | βœ… Done (nDCG@10: 0.879) |
354
+ | ~~4. Synthetic testing~~ | Test suite on synthetic data | βœ… Done (6 categories pass) |
355
+ | 5. `compute_features()` expansion | 5β†’37 features in reranker.py | πŸ”œ Next (Opus) |
356
+ | 6. Model loading + fallback | Wire `lgb.Booster` into reranker | πŸ”œ Next (Opus) |
357
+ | 7. `requirements.txt` update | Add `lightgbm>=4.0` | πŸ”œ Next (Opus) |
358
+ | 8. Integration testing + deploy | End-to-end verification | πŸ”œ Next (Opus) |
359
+ | 9. Real user data retrain | 500+ interactions β†’ retrain with features 20-30 | Future |
360
+ | 10. Phase 8b: TinyBERT + LightGBM-2 | Cross-encoder reranker stage | Future |
361
+
362
+ ---
363
+
364
+ ## πŸ“š References
365
+
366
+ - **ResearchIT Doc 06 Β§3.1** β€” LightGBM lambdarank architecture decision
367
+ - **ResearchIT Doc 07 Β§A6** β€” Time-split evaluation protocol
368
+ - **ResearchIT Doc 07 Β§B.4** β€” Multi-stage reranker architecture (LightGBM-1 β†’ TinyBERT β†’ LightGBM-2)
369
+ - **PinnerSage** (Pal et al., KDD 2020) β€” Ward clustering + importance-weighted retrieval
370
+ - **Taobao ULIM** (Meng et al., RecSys 2025) β€” Quota allocation, +5.54% CTR
371
+ - **YouTube DNN** (Xia et al., 2023) β€” 3Γ— gain from negative signals in reranking
372
+ - **RRF Analysis** (Bruch et al., SIGIR 2022) β€” RRF optimizes Recall not nDCG
373
+
374
+ ---
375
+
376
+ ## πŸ› οΈ Dependencies
377
+
378
+ ```
379
+ lightgbm>=4.0
380
+ httpx>=0.24
381
+ pyarrow>=12.0
382
+ numpy>=1.24
383
+ qdrant-client>=1.17
384
+ tqdm>=4.65
385
+ ```
386
+
387
+ ---
388
+
389
+ ## πŸ“„ License
390
+
391
+ This model and pipeline are part of the ResearchIT project by [@siddhm11](https://huggingface.co/siddhm11).
models/reranker-phase6/load_model.py ADDED
@@ -0,0 +1,59 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ """
2
+ Quick-start: Load and use the ResearchIT Phase 6 reranker.
3
+
4
+ Usage:
5
+ python load_model.py
6
+
7
+ Or import in your code:
8
+ from load_model import load_reranker, predict_scores
9
+ """
10
+ import numpy as np
11
+
12
+ def load_reranker(model_path: str = "production_model/reranker_v1.txt"):
13
+ """Load the LightGBM reranker model."""
14
+ import lightgbm as lgb
15
+ model = lgb.Booster(model_file=model_path)
16
+ assert model.num_feature() == 37, f"Expected 37 features, got {model.num_feature()}"
17
+ return model
18
+
19
+ def predict_scores(model, features: np.ndarray) -> np.ndarray:
20
+ """
21
+ Predict reranking scores for candidates.
22
+
23
+ Args:
24
+ model: LightGBM Booster
25
+ features: (N, 37) float32 array β€” see feature_schema.json for column order
26
+
27
+ Returns:
28
+ (N,) float64 array β€” higher score = more relevant
29
+ """
30
+ assert features.shape[1] == 37, f"Expected 37 features, got {features.shape[1]}"
31
+ return model.predict(features)
32
+
33
+ # Feature schema (must match this exact order)
34
+ FEATURE_SCHEMA = [
35
+ "qdrant_cosine_score", "candidate_position", "candidate_citation_count",
36
+ "candidate_log_citations", "candidate_influential_citations",
37
+ "candidate_age_days", "candidate_recency_score", "query_citation_count",
38
+ "query_age_days", "year_diff", "same_primary_category", "co_citation_count",
39
+ "shared_author_count", "candidate_is_newer", "query_log_citations",
40
+ "citation_count_ratio", "age_ratio", "candidate_citations_per_year",
41
+ "query_num_references", "candidate_num_cited_by",
42
+ "ewma_longterm_similarity", "ewma_shortterm_similarity",
43
+ "ewma_negative_similarity", "cluster_importance",
44
+ "cluster_distance_to_medoid", "is_suppressed_category",
45
+ "onboarding_category_match", "user_total_saves", "user_total_dismissals",
46
+ "user_days_since_last_save", "user_session_save_count",
47
+ "cosine_x_recency", "cosine_x_citations", "category_x_recency",
48
+ "cosine_x_cocitation", "position_inverse", "citations_x_recency",
49
+ ]
50
+
51
+ if __name__ == "__main__":
52
+ model = load_reranker()
53
+ print(f"Model loaded: {model.num_trees()} trees, {model.num_feature()} features")
54
+
55
+ # Test with dummy input
56
+ dummy = np.zeros((10, 37), dtype=np.float32)
57
+ scores = predict_scores(model, dummy)
58
+ print(f"Dummy scores: {scores[:5]}")
59
+ print("βœ… Model works!")
models/reranker-phase6/production_model/baseline_comparison.json ADDED
@@ -0,0 +1,44 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ {
2
+ "ndcg@5": {
3
+ "heuristic": 0.1819,
4
+ "lightgbm": 0.825,
5
+ "delta": 0.6432,
6
+ "pct_improvement": 353.59
7
+ },
8
+ "ndcg@10": {
9
+ "heuristic": 0.2641,
10
+ "lightgbm": 0.8791,
11
+ "delta": 0.615,
12
+ "pct_improvement": 232.83
13
+ },
14
+ "ndcg@20": {
15
+ "heuristic": 0.3296,
16
+ "lightgbm": 0.8857,
17
+ "delta": 0.5561,
18
+ "pct_improvement": 168.7
19
+ },
20
+ "recall@10": {
21
+ "heuristic": 0.4384,
22
+ "lightgbm": 0.9825,
23
+ "delta": 0.5442,
24
+ "pct_improvement": 124.13
25
+ },
26
+ "recall@50": {
27
+ "heuristic": 1.0,
28
+ "lightgbm": 1.0,
29
+ "delta": 0.0,
30
+ "pct_improvement": 0.0
31
+ },
32
+ "hr@10": {
33
+ "heuristic": 0.6638,
34
+ "lightgbm": 1.0,
35
+ "delta": 0.3362,
36
+ "pct_improvement": 50.65
37
+ },
38
+ "mrr": {
39
+ "heuristic": 0.2906,
40
+ "lightgbm": 0.8795,
41
+ "delta": 0.5889,
42
+ "pct_improvement": 202.69
43
+ }
44
+ }
models/reranker-phase6/production_model/eval_metrics.json ADDED
@@ -0,0 +1,250 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ {
2
+ "baseline": {
3
+ "model": "heuristic_baseline",
4
+ "ndcg@5": 0.18189125891310798,
5
+ "ndcg@10": 0.2641219219577072,
6
+ "ndcg@20": 0.32963659237539206,
7
+ "recall@10": 0.4383825944170772,
8
+ "recall@50": 1.0,
9
+ "hr@10": 0.6637931034482759,
10
+ "mrr": 0.2905534769818196
11
+ },
12
+ "lightgbm": {
13
+ "model": "lightgbm_lambdarank",
14
+ "ndcg@5": 0.82504965385178,
15
+ "ndcg@10": 0.8790762605788959,
16
+ "ndcg@20": 0.8857419436726258,
17
+ "recall@10": 0.9825328407224959,
18
+ "recall@50": 1.0,
19
+ "hr@10": 1.0,
20
+ "mrr": 0.879488232074439
21
+ },
22
+ "comparison": {
23
+ "ndcg@5": {
24
+ "heuristic": 0.1819,
25
+ "lightgbm": 0.825,
26
+ "delta": 0.6432,
27
+ "pct_improvement": 353.59
28
+ },
29
+ "ndcg@10": {
30
+ "heuristic": 0.2641,
31
+ "lightgbm": 0.8791,
32
+ "delta": 0.615,
33
+ "pct_improvement": 232.83
34
+ },
35
+ "ndcg@20": {
36
+ "heuristic": 0.3296,
37
+ "lightgbm": 0.8857,
38
+ "delta": 0.5561,
39
+ "pct_improvement": 168.7
40
+ },
41
+ "recall@10": {
42
+ "heuristic": 0.4384,
43
+ "lightgbm": 0.9825,
44
+ "delta": 0.5442,
45
+ "pct_improvement": 124.13
46
+ },
47
+ "recall@50": {
48
+ "heuristic": 1.0,
49
+ "lightgbm": 1.0,
50
+ "delta": 0.0,
51
+ "pct_improvement": 0.0
52
+ },
53
+ "hr@10": {
54
+ "heuristic": 0.6638,
55
+ "lightgbm": 1.0,
56
+ "delta": 0.3362,
57
+ "pct_improvement": 50.65
58
+ },
59
+ "mrr": {
60
+ "heuristic": 0.2906,
61
+ "lightgbm": 0.8795,
62
+ "delta": 0.5889,
63
+ "pct_improvement": 202.69
64
+ }
65
+ },
66
+ "training": {
67
+ "num_boost_round": 500,
68
+ "best_iteration": 141,
69
+ "training_time_seconds": 438.3,
70
+ "train_rows": 90993,
71
+ "train_queries": 1857,
72
+ "eval_rows": 7007,
73
+ "eval_queries": 143,
74
+ "params": {
75
+ "objective": "lambdarank",
76
+ "metric": "ndcg",
77
+ "eval_at": [
78
+ 5,
79
+ 10,
80
+ 20
81
+ ],
82
+ "num_leaves": 63,
83
+ "learning_rate": 0.05,
84
+ "min_data_in_leaf": 50,
85
+ "feature_fraction": 0.8,
86
+ "bagging_fraction": 0.8,
87
+ "bagging_freq": 5,
88
+ "lambdarank_truncation_level": 20,
89
+ "verbose": 1,
90
+ "seed": 42,
91
+ "num_threads": 16
92
+ }
93
+ },
94
+ "latency": {
95
+ "candidates": 100,
96
+ "per_call_ms": 0.371,
97
+ "target_ms": 1.0,
98
+ "pass": true
99
+ },
100
+ "feature_importance": [
101
+ {
102
+ "feature": "candidate_num_cited_by",
103
+ "importance": 75202.76596653461
104
+ },
105
+ {
106
+ "feature": "age_ratio",
107
+ "importance": 7596.793288946152
108
+ },
109
+ {
110
+ "feature": "candidate_position",
111
+ "importance": 6764.516093611717
112
+ },
113
+ {
114
+ "feature": "cosine_x_citations",
115
+ "importance": 2383.0548932552338
116
+ },
117
+ {
118
+ "feature": "qdrant_cosine_score",
119
+ "importance": 2352.823166191578
120
+ },
121
+ {
122
+ "feature": "candidate_citation_count",
123
+ "importance": 2041.6424934267998
124
+ },
125
+ {
126
+ "feature": "citation_count_ratio",
127
+ "importance": 2001.2503576278687
128
+ },
129
+ {
130
+ "feature": "query_age_days",
131
+ "importance": 1749.186391532421
132
+ },
133
+ {
134
+ "feature": "query_num_references",
135
+ "importance": 1726.2534816265106
136
+ },
137
+ {
138
+ "feature": "candidate_citations_per_year",
139
+ "importance": 1633.2916722893715
140
+ },
141
+ {
142
+ "feature": "candidate_influential_citations",
143
+ "importance": 1563.8026618361473
144
+ },
145
+ {
146
+ "feature": "query_citation_count",
147
+ "importance": 1290.2721555233002
148
+ },
149
+ {
150
+ "feature": "category_x_recency",
151
+ "importance": 1187.7681130766869
152
+ },
153
+ {
154
+ "feature": "citations_x_recency",
155
+ "importance": 1143.2343423366547
156
+ },
157
+ {
158
+ "feature": "position_inverse",
159
+ "importance": 1107.6220703125
160
+ },
161
+ {
162
+ "feature": "cosine_x_recency",
163
+ "importance": 823.2756890654564
164
+ },
165
+ {
166
+ "feature": "shared_author_count",
167
+ "importance": 791.4225223064423
168
+ },
169
+ {
170
+ "feature": "candidate_age_days",
171
+ "importance": 763.275697529316
172
+ },
173
+ {
174
+ "feature": "candidate_is_newer",
175
+ "importance": 761.230022072792
176
+ },
177
+ {
178
+ "feature": "year_diff",
179
+ "importance": 618.8730190396309
180
+ },
181
+ {
182
+ "feature": "candidate_recency_score",
183
+ "importance": 584.2375701665878
184
+ },
185
+ {
186
+ "feature": "cosine_x_cocitation",
187
+ "importance": 558.3581310510635
188
+ },
189
+ {
190
+ "feature": "co_citation_count",
191
+ "importance": 401.8176366686821
192
+ },
193
+ {
194
+ "feature": "candidate_log_citations",
195
+ "importance": 295.0608749985695
196
+ },
197
+ {
198
+ "feature": "query_log_citations",
199
+ "importance": 219.8663707971573
200
+ },
201
+ {
202
+ "feature": "same_primary_category",
203
+ "importance": 186.0732226371765
204
+ },
205
+ {
206
+ "feature": "ewma_longterm_similarity",
207
+ "importance": 0.0
208
+ },
209
+ {
210
+ "feature": "ewma_shortterm_similarity",
211
+ "importance": 0.0
212
+ },
213
+ {
214
+ "feature": "ewma_negative_similarity",
215
+ "importance": 0.0
216
+ },
217
+ {
218
+ "feature": "cluster_importance",
219
+ "importance": 0.0
220
+ },
221
+ {
222
+ "feature": "cluster_distance_to_medoid",
223
+ "importance": 0.0
224
+ },
225
+ {
226
+ "feature": "is_suppressed_category",
227
+ "importance": 0.0
228
+ },
229
+ {
230
+ "feature": "onboarding_category_match",
231
+ "importance": 0.0
232
+ },
233
+ {
234
+ "feature": "user_total_saves",
235
+ "importance": 0.0
236
+ },
237
+ {
238
+ "feature": "user_total_dismissals",
239
+ "importance": 0.0
240
+ },
241
+ {
242
+ "feature": "user_days_since_last_save",
243
+ "importance": 0.0
244
+ },
245
+ {
246
+ "feature": "user_session_save_count",
247
+ "importance": 0.0
248
+ }
249
+ ]
250
+ }
models/reranker-phase6/production_model/feature_importance.csv ADDED
@@ -0,0 +1,38 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ rank,feature,importance
2
+ 1,candidate_num_cited_by,75202.76596653461
3
+ 2,age_ratio,7596.793288946152
4
+ 3,candidate_position,6764.516093611717
5
+ 4,cosine_x_citations,2383.0548932552338
6
+ 5,qdrant_cosine_score,2352.823166191578
7
+ 6,candidate_citation_count,2041.6424934267998
8
+ 7,citation_count_ratio,2001.2503576278687
9
+ 8,query_age_days,1749.186391532421
10
+ 9,query_num_references,1726.2534816265106
11
+ 10,candidate_citations_per_year,1633.2916722893715
12
+ 11,candidate_influential_citations,1563.8026618361473
13
+ 12,query_citation_count,1290.2721555233002
14
+ 13,category_x_recency,1187.7681130766869
15
+ 14,citations_x_recency,1143.2343423366547
16
+ 15,position_inverse,1107.6220703125
17
+ 16,cosine_x_recency,823.2756890654564
18
+ 17,shared_author_count,791.4225223064423
19
+ 18,candidate_age_days,763.275697529316
20
+ 19,candidate_is_newer,761.230022072792
21
+ 20,year_diff,618.8730190396309
22
+ 21,candidate_recency_score,584.2375701665878
23
+ 22,cosine_x_cocitation,558.3581310510635
24
+ 23,co_citation_count,401.8176366686821
25
+ 24,candidate_log_citations,295.0608749985695
26
+ 25,query_log_citations,219.8663707971573
27
+ 26,same_primary_category,186.0732226371765
28
+ 27,ewma_longterm_similarity,0.0
29
+ 28,ewma_shortterm_similarity,0.0
30
+ 29,ewma_negative_similarity,0.0
31
+ 30,cluster_importance,0.0
32
+ 31,cluster_distance_to_medoid,0.0
33
+ 32,is_suppressed_category,0.0
34
+ 33,onboarding_category_match,0.0
35
+ 34,user_total_saves,0.0
36
+ 35,user_total_dismissals,0.0
37
+ 36,user_days_since_last_save,0.0
38
+ 37,user_session_save_count,0.0
models/reranker-phase6/production_model/feature_schema.json ADDED
@@ -0,0 +1,43 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ {
2
+ "features": [
3
+ "qdrant_cosine_score",
4
+ "candidate_position",
5
+ "candidate_citation_count",
6
+ "candidate_log_citations",
7
+ "candidate_influential_citations",
8
+ "candidate_age_days",
9
+ "candidate_recency_score",
10
+ "query_citation_count",
11
+ "query_age_days",
12
+ "year_diff",
13
+ "same_primary_category",
14
+ "co_citation_count",
15
+ "shared_author_count",
16
+ "candidate_is_newer",
17
+ "query_log_citations",
18
+ "citation_count_ratio",
19
+ "age_ratio",
20
+ "candidate_citations_per_year",
21
+ "query_num_references",
22
+ "candidate_num_cited_by",
23
+ "ewma_longterm_similarity",
24
+ "ewma_shortterm_similarity",
25
+ "ewma_negative_similarity",
26
+ "cluster_importance",
27
+ "cluster_distance_to_medoid",
28
+ "is_suppressed_category",
29
+ "onboarding_category_match",
30
+ "user_total_saves",
31
+ "user_total_dismissals",
32
+ "user_days_since_last_save",
33
+ "user_session_save_count",
34
+ "cosine_x_recency",
35
+ "cosine_x_citations",
36
+ "category_x_recency",
37
+ "cosine_x_cocitation",
38
+ "position_inverse",
39
+ "citations_x_recency"
40
+ ],
41
+ "num_features": 37,
42
+ "eval_cutoff": "2023-01-01"
43
+ }
models/reranker-phase6/production_model/reranker_v1.txt ADDED
The diff for this file is too large to render. See raw diff
 
models/reranker-phase6/scripts/01_fetch_citation_edges.py ADDED
@@ -0,0 +1,388 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ """
2
+ Step 1: Fetch citation edges from Semantic Scholar API.
3
+
4
+ Produces: citations.parquet β†’ (citing_arxiv_id, cited_arxiv_id)
5
+ where BOTH IDs exist in the ResearchIT Qdrant corpus.
6
+
7
+ Usage:
8
+ # Option A: Batch API (no API key needed, slower, ~1-2 hours for 1.6M papers)
9
+ python 01_fetch_citation_edges.py --corpus-file arxiv_ids.txt --output citations.parquet
10
+
11
+ # Option B: Batch API with API key (faster, ~30-60 min)
12
+ python 01_fetch_citation_edges.py --corpus-file arxiv_ids.txt --output citations.parquet --api-key YOUR_KEY
13
+
14
+ # Option C: If you already have the S2 bulk datasets downloaded:
15
+ python 01_fetch_citation_edges.py --bulk-papers paper-ids.jsonl.gz --bulk-citations citations.jsonl.gz \
16
+ --corpus-file arxiv_ids.txt --output citations.parquet
17
+
18
+ Prerequisites:
19
+ - arxiv_ids.txt: one arXiv ID per line (e.g. "2303.14957"), exported from Qdrant/Turso
20
+ - pip install httpx pyarrow tqdm
21
+
22
+ Output schema:
23
+ citing_arxiv_id (string) β€” the paper that contains the citation
24
+ cited_arxiv_id (string) β€” the paper being cited
25
+ is_influential (bool) β€” S2's influential citation flag (if available)
26
+
27
+ Author: ResearchIT ML Pipeline β€” Phase 6, Step 1
28
+ """
29
+ from __future__ import annotations
30
+
31
+ import argparse
32
+ import asyncio
33
+ import gzip
34
+ import json
35
+ import os
36
+ import sys
37
+ import time
38
+ from pathlib import Path
39
+
40
+ import httpx
41
+ import pyarrow as pa
42
+ import pyarrow.parquet as pq
43
+ from tqdm import tqdm
44
+
45
+
46
+ # ── Constants ────────────────────────────────────────────────────────────────
47
+
48
+ S2_BATCH_URL = "https://api.semanticscholar.org/graph/v1/paper/batch"
49
+ S2_BATCH_FIELDS = "externalIds,references.externalIds"
50
+ BATCH_SIZE = 500 # S2 hard limit
51
+ MAX_RETRIES = 5 # per batch
52
+ RETRY_BACKOFF_BASE = 2 # exponential backoff base (seconds)
53
+ CHECKPOINT_EVERY = 50 # save checkpoint every N batches
54
+
55
+
56
+ # ── Batch API Path ───────────────────────────────────────────────────────────
57
+
58
+ async def fetch_one_batch(
59
+ client: httpx.AsyncClient,
60
+ arxiv_ids: list[str],
61
+ api_key: str | None,
62
+ batch_idx: int,
63
+ ) -> list[tuple[str, str, bool]]:
64
+ """
65
+ Fetch references for a batch of arXiv IDs via S2 batch endpoint.
66
+
67
+ Returns list of (citing_arxiv_id, cited_arxiv_id, is_influential) tuples.
68
+ Only returns edges where the cited paper has an arXiv ID.
69
+ (In-corpus filtering happens later.)
70
+ """
71
+ # Format IDs for S2: "arXiv:2303.14957"
72
+ s2_ids = [f"arXiv:{aid}" for aid in arxiv_ids]
73
+
74
+ headers = {"Content-Type": "application/json"}
75
+ if api_key:
76
+ headers["x-api-key"] = api_key
77
+
78
+ url = f"{S2_BATCH_URL}?fields={S2_BATCH_FIELDS}"
79
+
80
+ for attempt in range(MAX_RETRIES):
81
+ try:
82
+ resp = await client.post(
83
+ url,
84
+ json={"ids": s2_ids},
85
+ headers=headers,
86
+ timeout=30.0,
87
+ )
88
+
89
+ if resp.status_code == 200:
90
+ results = resp.json()
91
+ edges = []
92
+ for i, paper in enumerate(results):
93
+ if paper is None:
94
+ continue
95
+ citing_id = arxiv_ids[i]
96
+ refs = paper.get("references") or []
97
+ for ref in refs:
98
+ ext_ids = ref.get("externalIds") or {}
99
+ cited_arxiv = ext_ids.get("ArXiv")
100
+ if cited_arxiv:
101
+ edges.append((citing_id, cited_arxiv, False))
102
+ return edges
103
+
104
+ elif resp.status_code == 429:
105
+ retry_after = int(resp.headers.get("Retry-After", RETRY_BACKOFF_BASE ** attempt))
106
+ print(f" [batch {batch_idx}] Rate limited. Waiting {retry_after}s (attempt {attempt+1}/{MAX_RETRIES})")
107
+ await asyncio.sleep(retry_after)
108
+
109
+ elif resp.status_code == 400:
110
+ print(f" [batch {batch_idx}] Bad request (400). Skipping batch.")
111
+ return []
112
+
113
+ else:
114
+ print(f" [batch {batch_idx}] HTTP {resp.status_code}. Retrying (attempt {attempt+1}/{MAX_RETRIES})")
115
+ await asyncio.sleep(RETRY_BACKOFF_BASE ** attempt)
116
+
117
+ except (httpx.TimeoutException, httpx.ConnectError, httpx.ReadError) as e:
118
+ print(f" [batch {batch_idx}] Network error: {type(e).__name__}. Retrying (attempt {attempt+1}/{MAX_RETRIES})")
119
+ await asyncio.sleep(RETRY_BACKOFF_BASE ** attempt)
120
+
121
+ print(f" [batch {batch_idx}] FAILED after {MAX_RETRIES} attempts. Skipping.")
122
+ return []
123
+
124
+
125
+ async def fetch_all_batches(
126
+ corpus_ids: list[str],
127
+ api_key: str | None,
128
+ checkpoint_dir: Path,
129
+ ) -> list[tuple[str, str, bool]]:
130
+ """
131
+ Fetch citation edges for all corpus IDs using the S2 batch API.
132
+ Supports checkpoint/resume.
133
+ """
134
+ # Check for existing checkpoint
135
+ checkpoint_file = checkpoint_dir / "checkpoint.json"
136
+ all_edges: list[tuple[str, str, bool]] = []
137
+ start_batch = 0
138
+
139
+ if checkpoint_file.exists():
140
+ with open(checkpoint_file) as f:
141
+ ckpt = json.load(f)
142
+ start_batch = ckpt["next_batch"]
143
+ # Load previously saved edges
144
+ edges_file = checkpoint_dir / "edges_partial.jsonl"
145
+ if edges_file.exists():
146
+ with open(edges_file) as f:
147
+ for line in f:
148
+ row = json.loads(line)
149
+ all_edges.append((row["citing"], row["cited"], row["influential"]))
150
+ print(f"Resuming from batch {start_batch} ({len(all_edges)} edges already collected)")
151
+
152
+ # Split into batches
153
+ batches = []
154
+ for i in range(0, len(corpus_ids), BATCH_SIZE):
155
+ batches.append(corpus_ids[i : i + BATCH_SIZE])
156
+
157
+ total_batches = len(batches)
158
+ print(f"Total: {len(corpus_ids)} papers β†’ {total_batches} batches of {BATCH_SIZE}")
159
+ print(f"Starting from batch {start_batch}")
160
+
161
+ # Rate limiting: 1 req/s without key, slightly faster with key
162
+ delay = 0.5 if api_key else 1.1
163
+
164
+ edges_file = checkpoint_dir / "edges_partial.jsonl"
165
+
166
+ async with httpx.AsyncClient() as client:
167
+ pbar = tqdm(range(start_batch, total_batches), initial=start_batch, total=total_batches)
168
+ for batch_idx in pbar:
169
+ batch = batches[batch_idx]
170
+
171
+ edges = await fetch_one_batch(client, batch, api_key, batch_idx)
172
+ all_edges.extend(edges)
173
+
174
+ # Append edges to partial file
175
+ with open(edges_file, "a") as f:
176
+ for citing, cited, influential in edges:
177
+ f.write(json.dumps({"citing": citing, "cited": cited, "influential": influential}) + "\n")
178
+
179
+ pbar.set_postfix({"edges": len(all_edges), "batch_edges": len(edges)})
180
+
181
+ # Checkpoint periodically
182
+ if (batch_idx + 1) % CHECKPOINT_EVERY == 0:
183
+ with open(checkpoint_file, "w") as f:
184
+ json.dump({"next_batch": batch_idx + 1}, f)
185
+
186
+ await asyncio.sleep(delay)
187
+
188
+ # Final checkpoint
189
+ with open(checkpoint_file, "w") as f:
190
+ json.dump({"next_batch": total_batches, "status": "complete"}, f)
191
+
192
+ return all_edges
193
+
194
+
195
+ # ── Bulk Download Path ───────────────────────────────────────────────────────
196
+
197
+ def process_bulk_downloads(
198
+ papers_file: str,
199
+ citations_file: str,
200
+ corpus_set: set[str],
201
+ ) -> list[tuple[str, str, bool]]:
202
+ """
203
+ Process S2 bulk dataset downloads to extract in-corpus citation edges.
204
+
205
+ papers_file: paper-ids.jsonl.gz (corpusid β†’ externalIds mapping)
206
+ citations_file: citations.jsonl.gz (citingcorpusid β†’ citedcorpusid edges)
207
+ """
208
+ print("Step 1/2: Building corpusid β†’ arxiv_id mapping from paper-ids...")
209
+ corpusid_to_arxiv: dict[int, str] = {}
210
+ with gzip.open(papers_file, "rt") as f:
211
+ for line in tqdm(f, desc="Reading paper-ids"):
212
+ try:
213
+ rec = json.loads(line)
214
+ ext_ids = rec.get("externalids") or rec.get("externalIds") or {}
215
+ arxiv_id = ext_ids.get("ArXiv")
216
+ corpus_id = rec.get("corpusid") or rec.get("corpusId")
217
+ if arxiv_id and corpus_id and arxiv_id in corpus_set:
218
+ corpusid_to_arxiv[int(corpus_id)] = arxiv_id
219
+ except (json.JSONDecodeError, ValueError):
220
+ continue
221
+
222
+ print(f" Mapped {len(corpusid_to_arxiv)} corpus IDs to arXiv IDs in your corpus")
223
+
224
+ print("Step 2/2: Filtering citation edges to in-corpus pairs...")
225
+ edges: list[tuple[str, str, bool]] = []
226
+ with gzip.open(citations_file, "rt") as f:
227
+ for line in tqdm(f, desc="Reading citations"):
228
+ try:
229
+ rec = json.loads(line)
230
+ citing_cid = rec.get("citingcorpusid") or rec.get("citingCorpusId")
231
+ cited_cid = rec.get("citedcorpusid") or rec.get("citedCorpusId")
232
+ is_influential = rec.get("isinfluential", False) or rec.get("isInfluential", False)
233
+
234
+ citing_arxiv = corpusid_to_arxiv.get(int(citing_cid)) if citing_cid else None
235
+ cited_arxiv = corpusid_to_arxiv.get(int(cited_cid)) if cited_cid else None
236
+
237
+ if citing_arxiv and cited_arxiv:
238
+ edges.append((citing_arxiv, cited_arxiv, bool(is_influential)))
239
+ except (json.JSONDecodeError, ValueError, TypeError):
240
+ continue
241
+
242
+ print(f" Found {len(edges)} in-corpus citation edges")
243
+ return edges
244
+
245
+
246
+ # ── Filter & Save ────────────────────────────────────────────────────────────
247
+
248
+ def filter_and_save(
249
+ edges: list[tuple[str, str, bool]],
250
+ corpus_set: set[str],
251
+ output_path: str,
252
+ ):
253
+ """
254
+ Filter edges to in-corpus pairs, deduplicate, and save as parquet.
255
+ """
256
+ print(f"Raw edges before filtering: {len(edges)}")
257
+
258
+ # Filter: both citing and cited must be in corpus
259
+ filtered = [
260
+ (citing, cited, influential)
261
+ for citing, cited, influential in edges
262
+ if citing in corpus_set and cited in corpus_set and citing != cited
263
+ ]
264
+ print(f"In-corpus edges (both sides in corpus): {len(filtered)}")
265
+
266
+ # Deduplicate
267
+ seen = set()
268
+ deduped = []
269
+ for citing, cited, influential in filtered:
270
+ key = (citing, cited)
271
+ if key not in seen:
272
+ seen.add(key)
273
+ deduped.append((citing, cited, influential))
274
+
275
+ print(f"After deduplication: {len(deduped)}")
276
+
277
+ # Save as parquet
278
+ table = pa.table({
279
+ "citing_arxiv_id": pa.array([e[0] for e in deduped], type=pa.string()),
280
+ "cited_arxiv_id": pa.array([e[1] for e in deduped], type=pa.string()),
281
+ "is_influential": pa.array([e[2] for e in deduped], type=pa.bool_()),
282
+ })
283
+
284
+ pq.write_table(table, output_path, compression="snappy")
285
+ print(f"Saved {len(deduped)} citation edges to {output_path}")
286
+
287
+ # Print stats
288
+ citing_papers = set(e[0] for e in deduped)
289
+ cited_papers = set(e[1] for e in deduped)
290
+ print(f"\nStats:")
291
+ print(f" Unique citing papers: {len(citing_papers)}")
292
+ print(f" Unique cited papers: {len(cited_papers)}")
293
+ print(f" Unique papers total: {len(citing_papers | cited_papers)}")
294
+ print(f" Avg references per citing paper: {len(deduped) / max(len(citing_papers), 1):.1f}")
295
+ influential_count = sum(1 for e in deduped if e[2])
296
+ print(f" Influential citations: {influential_count} ({100*influential_count/max(len(deduped),1):.1f}%)")
297
+
298
+
299
+ # ── Main ─────────────────────────────────────────────────────────────────────
300
+
301
+ def load_corpus_ids(path: str) -> list[str]:
302
+ """Load arXiv IDs from a text file (one per line)."""
303
+ ids = []
304
+ with open(path) as f:
305
+ for line in f:
306
+ line = line.strip()
307
+ if line and not line.startswith("#"):
308
+ # Handle various formats: "2303.14957", "arXiv:2303.14957", etc.
309
+ if line.startswith("arXiv:"):
310
+ line = line[6:]
311
+ elif line.startswith("ARXIV:"):
312
+ line = line[6:]
313
+ ids.append(line)
314
+ print(f"Loaded {len(ids)} arXiv IDs from {path}")
315
+ return ids
316
+
317
+
318
+ def main():
319
+ parser = argparse.ArgumentParser(
320
+ description="Fetch citation edges from Semantic Scholar for ResearchIT corpus"
321
+ )
322
+ parser.add_argument(
323
+ "--corpus-file", required=True,
324
+ help="Text file with one arXiv ID per line (e.g. arxiv_ids.txt)"
325
+ )
326
+ parser.add_argument(
327
+ "--output", default="citations.parquet",
328
+ help="Output parquet file path (default: citations.parquet)"
329
+ )
330
+ parser.add_argument(
331
+ "--api-key", default=None,
332
+ help="Semantic Scholar API key (optional, speeds up rate limit)"
333
+ )
334
+ parser.add_argument(
335
+ "--bulk-papers", default=None,
336
+ help="Path to S2 bulk paper-ids.jsonl.gz (use bulk download path)"
337
+ )
338
+ parser.add_argument(
339
+ "--bulk-citations", default=None,
340
+ help="Path to S2 bulk citations.jsonl.gz (use bulk download path)"
341
+ )
342
+ parser.add_argument(
343
+ "--checkpoint-dir", default="./citation_checkpoint",
344
+ help="Directory for checkpoint files (batch API mode)"
345
+ )
346
+ parser.add_argument(
347
+ "--max-papers", type=int, default=None,
348
+ help="Limit to first N papers (for testing)"
349
+ )
350
+
351
+ args = parser.parse_args()
352
+
353
+ # Load corpus
354
+ corpus_ids = load_corpus_ids(args.corpus_file)
355
+ if args.max_papers:
356
+ corpus_ids = corpus_ids[:args.max_papers]
357
+ print(f" Limited to {len(corpus_ids)} papers (--max-papers)")
358
+
359
+ corpus_set = set(corpus_ids)
360
+
361
+ # Choose path
362
+ if args.bulk_papers and args.bulk_citations:
363
+ print("\n=== BULK DOWNLOAD PATH ===")
364
+ edges = process_bulk_downloads(args.bulk_papers, args.bulk_citations, corpus_set)
365
+ else:
366
+ print("\n=== BATCH API PATH ===")
367
+ if not args.api_key:
368
+ # Check environment variable
369
+ args.api_key = os.environ.get("S2_API_KEY")
370
+ if args.api_key:
371
+ print(f"Using API key: {args.api_key[:8]}...")
372
+ else:
373
+ print("No API key β€” using unauthenticated rate (1 req/s)")
374
+ print("Get a free key at: https://www.semanticscholar.org/product/api#Partner-Form")
375
+
376
+ checkpoint_dir = Path(args.checkpoint_dir)
377
+ checkpoint_dir.mkdir(parents=True, exist_ok=True)
378
+
379
+ edges = asyncio.run(fetch_all_batches(corpus_ids, args.api_key, checkpoint_dir))
380
+
381
+ # Filter to in-corpus and save
382
+ filter_and_save(edges, corpus_set, args.output)
383
+
384
+ print(f"\nβœ… Done! Citation edges saved to: {args.output}")
385
+
386
+
387
+ if __name__ == "__main__":
388
+ main()
models/reranker-phase6/scripts/02_generate_training_triples.py ADDED
@@ -0,0 +1,748 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ """
2
+ Step 2: Generate LightGBM training triples from citation edges.
3
+
4
+ Produces: train.parquet + eval.parquet
5
+ Each row = (query_arxiv_id, candidate_arxiv_id, label, feature_1, ..., feature_N)
6
+
7
+ Labels:
8
+ 2 = directly cited by query paper (strong positive)
9
+ 1 = co-cited with query paper (weak positive)
10
+ 0 = retrieved but not cited (negative)
11
+
12
+ Time-split:
13
+ train: query papers published before 2023-01-01
14
+ eval: query papers published on or after 2023-01-01
15
+
16
+ Usage:
17
+ python 02_generate_training_triples.py \
18
+ --citations citations.parquet \
19
+ --corpus-file arxiv_ids.txt \
20
+ --qdrant-url https://YOUR_QDRANT_URL \
21
+ --qdrant-api-key YOUR_KEY \
22
+ --qdrant-collection arxiv_bgem3_dense \
23
+ --turso-url https://YOUR_TURSO_URL \
24
+ --turso-token YOUR_TOKEN \
25
+ --output-dir ./ltr_dataset \
26
+ --num-queries 100000 \
27
+ --candidates-per-query 50
28
+
29
+ Prerequisites:
30
+ - citations.parquet from Step 1
31
+ - Qdrant Cloud access (ANN search + embedding retrieval)
32
+ - Turso access (paper metadata)
33
+ - pip install httpx pyarrow qdrant-client tqdm numpy
34
+
35
+ Feature Schema (37 features):
36
+ See FEATURE_SCHEMA below for the full list.
37
+ Features 1-20 are populated from citation graph + metadata.
38
+ Features 21-27 are zero-filled (EWMA/cluster/suppression β€” need real users).
39
+ All 37 feature columns are present so the model schema is stable.
40
+
41
+ Author: ResearchIT ML Pipeline β€” Phase 6, Step 2
42
+ """
43
+ from __future__ import annotations
44
+
45
+ import argparse
46
+ import asyncio
47
+ import json
48
+ import os
49
+ import random
50
+ import time
51
+ from collections import defaultdict
52
+ from datetime import datetime, timezone
53
+ from pathlib import Path
54
+
55
+ import httpx
56
+ import numpy as np
57
+ import pyarrow as pa
58
+ import pyarrow.parquet as pq
59
+ from tqdm import tqdm
60
+
61
+ try:
62
+ from qdrant_client import QdrantClient
63
+ from qdrant_client.models import Filter, FieldCondition, MatchValue
64
+ except ImportError:
65
+ print("ERROR: pip install qdrant-client")
66
+ raise
67
+
68
+
69
+ # ── Feature Schema ───────────────────────────────────────────────────────────
70
+ # This defines ALL 37 features. Features 21-27 are zero-filled for pseudo-label
71
+ # training but will be populated when real user data is available.
72
+ #
73
+ # The schema is designed so that the LightGBM model trained on pseudo-labels
74
+ # can be retrained on real data without changing the feature layout.
75
+
76
+ FEATURE_SCHEMA = [
77
+ # === Content/Retrieval features (populated during pseudo-label training) ===
78
+ "qdrant_cosine_score", # 0: ANN cosine similarity
79
+ "candidate_position", # 1: rank position in ANN results (0-indexed)
80
+ "candidate_citation_count", # 2: citation count of candidate paper
81
+ "candidate_log_citations", # 3: log(citation_count + 1)
82
+ "candidate_influential_citations", # 4: influential citation count
83
+ "candidate_age_days", # 5: days since candidate was published
84
+ "candidate_recency_score", # 6: exp(-0.002 * age_days) β€” matches heuristic
85
+ "query_citation_count", # 7: citation count of query/user paper
86
+ "query_age_days", # 8: days since query paper was published
87
+ "year_diff", # 9: |query_year - candidate_year|
88
+ "same_primary_category", # 10: 1 if same primary arXiv category, else 0
89
+ "co_citation_count", # 11: papers that cite BOTH query and candidate
90
+ "shared_author_count", # 12: number of shared authors
91
+ "candidate_is_newer", # 13: 1 if candidate published after query, else 0
92
+ "query_log_citations", # 14: log(query_citation_count + 1)
93
+ "citation_count_ratio", # 15: candidate_citations / (query_citations + 1)
94
+ "age_ratio", # 16: candidate_age / (query_age + 1)
95
+ "candidate_citations_per_year", # 17: citation_count / max(age_years, 0.5)
96
+ "query_num_references", # 18: how many papers the query paper cites (in-corpus)
97
+ "candidate_num_cited_by", # 19: how many corpus papers cite the candidate
98
+
99
+ # === User behavior features (zero-filled for pseudo-labels, active for real users) ===
100
+ "ewma_longterm_similarity", # 20: cos(candidate, user long-term EWMA profile)
101
+ "ewma_shortterm_similarity", # 21: cos(candidate, user short-term EWMA profile)
102
+ "ewma_negative_similarity", # 22: cos(candidate, user negative EWMA profile)
103
+ "cluster_importance", # 23: importance weight of serving cluster
104
+ "cluster_distance_to_medoid", # 24: cos(candidate, cluster medoid)
105
+ "is_suppressed_category", # 25: 1 if candidate's category is suppressed
106
+ "onboarding_category_match", # 26: 1 if candidate matches user's onboarding categories
107
+
108
+ # === Interaction features (zero-filled for pseudo-labels) ===
109
+ "user_total_saves", # 27: total papers user has saved
110
+ "user_total_dismissals", # 28: total papers user has dismissed
111
+ "user_days_since_last_save", # 29: days since user's last save
112
+ "user_session_save_count", # 30: saves in current session
113
+
114
+ # === Cross features (computed from combinations) ===
115
+ "cosine_x_recency", # 31: qdrant_cosine_score Γ— candidate_recency_score
116
+ "cosine_x_citations", # 32: qdrant_cosine_score Γ— candidate_log_citations
117
+ "category_x_recency", # 33: same_primary_category Γ— candidate_recency_score
118
+ "cosine_x_cocitation", # 34: qdrant_cosine_score Γ— log(co_citation_count + 1)
119
+ "position_inverse", # 35: 1 / (candidate_position + 1)
120
+ "citations_x_recency", # 36: candidate_log_citations Γ— candidate_recency_score
121
+ ]
122
+
123
+ NUM_FEATURES = len(FEATURE_SCHEMA) # 37
124
+ assert NUM_FEATURES == 37, f"Expected 37 features, got {NUM_FEATURES}"
125
+
126
+ # Time split cutoff
127
+ EVAL_CUTOFF = "2023-01-01"
128
+ EVAL_CUTOFF_DATE = datetime(2023, 1, 1, tzinfo=timezone.utc)
129
+
130
+
131
+ # ── Citation Graph Loading ───────────────────────────────────────────────────
132
+
133
+ def load_citation_graph(citations_path: str) -> tuple[dict, dict, dict]:
134
+ """
135
+ Load citation edges and build lookup structures.
136
+
137
+ Returns:
138
+ references: {citing_id: set(cited_ids)} β€” outgoing references
139
+ cited_by: {cited_id: set(citing_ids)} β€” incoming citations
140
+ co_citation_counts: precomputed co-citation matrix (lazily computed per query)
141
+ """
142
+ table = pq.read_table(citations_path)
143
+ citing_col = table.column("citing_arxiv_id").to_pylist()
144
+ cited_col = table.column("cited_arxiv_id").to_pylist()
145
+
146
+ references: dict[str, set[str]] = defaultdict(set)
147
+ cited_by: dict[str, set[str]] = defaultdict(set)
148
+
149
+ for citing, cited in zip(citing_col, cited_col):
150
+ references[citing].add(cited)
151
+ cited_by[cited].add(citing)
152
+
153
+ print(f"Loaded citation graph:")
154
+ print(f" {len(references)} papers with outgoing references")
155
+ print(f" {len(cited_by)} papers with incoming citations")
156
+ print(f" {sum(len(v) for v in references.values())} total edges")
157
+
158
+ return dict(references), dict(cited_by), {}
159
+
160
+
161
+ def compute_co_citation_count(
162
+ query_id: str,
163
+ candidate_id: str,
164
+ cited_by: dict[str, set[str]],
165
+ ) -> int:
166
+ """Count papers that cite BOTH query and candidate."""
167
+ citing_query = cited_by.get(query_id, set())
168
+ citing_candidate = cited_by.get(candidate_id, set())
169
+ return len(citing_query & citing_candidate)
170
+
171
+
172
+ # ── Turso Metadata Fetching ─────────────────────────────────────────────────
173
+
174
+ async def fetch_turso_metadata_batch(
175
+ arxiv_ids: list[str],
176
+ turso_url: str,
177
+ turso_token: str,
178
+ ) -> dict[str, dict]:
179
+ """Fetch paper metadata from Turso DB."""
180
+ if not arxiv_ids:
181
+ return {}
182
+
183
+ pipeline_url = turso_url.rstrip("/")
184
+ if pipeline_url.startswith("libsql://"):
185
+ pipeline_url = "https://" + pipeline_url[len("libsql://"):]
186
+ elif not pipeline_url.startswith("https://"):
187
+ pipeline_url = "https://" + pipeline_url
188
+
189
+ placeholders = ", ".join(["?" for _ in arxiv_ids])
190
+ sql = f"""SELECT arxiv_id, title, authors, primary_topic, update_date,
191
+ citation_count, influential_citations
192
+ FROM papers WHERE arxiv_id IN ({placeholders})"""
193
+
194
+ args = [{"type": "text", "value": aid} for aid in arxiv_ids]
195
+
196
+ payload = {
197
+ "requests": [
198
+ {"type": "execute", "stmt": {"sql": sql, "args": args}},
199
+ {"type": "close"},
200
+ ]
201
+ }
202
+
203
+ headers = {
204
+ "Authorization": f"Bearer {turso_token}",
205
+ "Content-Type": "application/json",
206
+ }
207
+
208
+ async with httpx.AsyncClient(timeout=15) as client:
209
+ resp = await client.post(f"{pipeline_url}/v2/pipeline", json=payload, headers=headers)
210
+ resp.raise_for_status()
211
+
212
+ data = resp.json()
213
+ results = data.get("results", [])
214
+ if not results:
215
+ return {}
216
+
217
+ execute_result = results[0]
218
+ if execute_result.get("type") == "error":
219
+ print(f"[turso] Query error: {execute_result.get('error')}")
220
+ return {}
221
+
222
+ response = execute_result.get("response", {})
223
+ result_data = response.get("result", {})
224
+ cols = [c["name"] for c in result_data.get("cols", [])]
225
+ rows = result_data.get("rows", [])
226
+
227
+ output = {}
228
+ for row in rows:
229
+ values = {}
230
+ for i, col in enumerate(cols):
231
+ cell = row[i]
232
+ values[col] = None if cell.get("type") == "null" else cell.get("value", "")
233
+
234
+ arxiv_id = values.get("arxiv_id")
235
+ if not arxiv_id:
236
+ continue
237
+
238
+ # Parse citation counts
239
+ try:
240
+ citation_count = int(values.get("citation_count") or 0)
241
+ except (ValueError, TypeError):
242
+ citation_count = 0
243
+ try:
244
+ influential = int(values.get("influential_citations") or 0)
245
+ except (ValueError, TypeError):
246
+ influential = 0
247
+
248
+ # Parse authors
249
+ authors_raw = values.get("authors") or ""
250
+ if authors_raw.startswith("["):
251
+ try:
252
+ author_list = json.loads(authors_raw)
253
+ except json.JSONDecodeError:
254
+ author_list = [a.strip() for a in authors_raw.split(",") if a.strip()]
255
+ else:
256
+ author_list = [a.strip() for a in authors_raw.split(",") if a.strip()]
257
+
258
+ output[arxiv_id] = {
259
+ "arxiv_id": arxiv_id,
260
+ "primary_topic": values.get("primary_topic") or "",
261
+ "update_date": values.get("update_date") or "",
262
+ "citation_count": citation_count,
263
+ "influential_citations": influential,
264
+ "authors": author_list,
265
+ }
266
+
267
+ return output
268
+
269
+
270
+ # ── Feature Computation ──────────────────────────────────────────────────────
271
+
272
+ def compute_paper_age_days(published_str: str) -> int:
273
+ """Compute age in days from a YYYY-MM-DD date string."""
274
+ now = datetime.now(timezone.utc)
275
+ try:
276
+ pub_date = datetime.strptime(published_str[:10], "%Y-%m-%d").replace(tzinfo=timezone.utc)
277
+ return max(0, (now - pub_date).days)
278
+ except (ValueError, TypeError):
279
+ return 365 # default 1 year
280
+
281
+
282
+ def parse_year(published_str: str) -> int:
283
+ """Extract year from YYYY-MM-DD string."""
284
+ try:
285
+ return int(published_str[:4])
286
+ except (ValueError, TypeError, IndexError):
287
+ return 2020 # default
288
+
289
+
290
+ def compute_shared_authors(authors_a: list[str], authors_b: list[str]) -> int:
291
+ """Count shared authors between two papers (case-insensitive)."""
292
+ set_a = {a.lower().strip() for a in authors_a if a.strip()}
293
+ set_b = {b.lower().strip() for b in authors_b if b.strip()}
294
+ return len(set_a & set_b)
295
+
296
+
297
+ def compute_features_for_pair(
298
+ query_meta: dict,
299
+ candidate_meta: dict,
300
+ qdrant_score: float,
301
+ candidate_position: int,
302
+ co_citation_count: int,
303
+ query_num_references: int,
304
+ candidate_num_cited_by: int,
305
+ ) -> np.ndarray:
306
+ """
307
+ Compute the full 37-feature vector for a (query, candidate) pair.
308
+
309
+ Features 20-30 (user behavior) are zero-filled for pseudo-label training.
310
+ """
311
+ features = np.zeros(NUM_FEATURES, dtype=np.float32)
312
+
313
+ # --- Content/Retrieval features (0-19) ---
314
+
315
+ # 0: qdrant_cosine_score
316
+ features[0] = qdrant_score
317
+
318
+ # 1: candidate_position
319
+ features[1] = float(candidate_position)
320
+
321
+ # 2: candidate_citation_count
322
+ cand_citations = candidate_meta.get("citation_count", 0)
323
+ features[2] = float(cand_citations)
324
+
325
+ # 3: candidate_log_citations
326
+ features[3] = np.log(cand_citations + 1)
327
+
328
+ # 4: candidate_influential_citations
329
+ features[4] = float(candidate_meta.get("influential_citations", 0))
330
+
331
+ # 5: candidate_age_days
332
+ cand_age = compute_paper_age_days(candidate_meta.get("update_date", ""))
333
+ features[5] = float(cand_age)
334
+
335
+ # 6: candidate_recency_score (matches heuristic in reranker.py)
336
+ features[6] = np.exp(-0.002 * cand_age)
337
+
338
+ # 7: query_citation_count
339
+ query_citations = query_meta.get("citation_count", 0)
340
+ features[7] = float(query_citations)
341
+
342
+ # 8: query_age_days
343
+ query_age = compute_paper_age_days(query_meta.get("update_date", ""))
344
+ features[8] = float(query_age)
345
+
346
+ # 9: year_diff
347
+ query_year = parse_year(query_meta.get("update_date", ""))
348
+ cand_year = parse_year(candidate_meta.get("update_date", ""))
349
+ features[9] = abs(query_year - cand_year)
350
+
351
+ # 10: same_primary_category
352
+ query_cat = query_meta.get("primary_topic", "")
353
+ cand_cat = candidate_meta.get("primary_topic", "")
354
+ features[10] = 1.0 if (query_cat and cand_cat and query_cat == cand_cat) else 0.0
355
+
356
+ # 11: co_citation_count
357
+ features[11] = float(co_citation_count)
358
+
359
+ # 12: shared_author_count
360
+ features[12] = float(compute_shared_authors(
361
+ query_meta.get("authors", []),
362
+ candidate_meta.get("authors", []),
363
+ ))
364
+
365
+ # 13: candidate_is_newer
366
+ features[13] = 1.0 if cand_year > query_year else 0.0
367
+
368
+ # 14: query_log_citations
369
+ features[14] = np.log(query_citations + 1)
370
+
371
+ # 15: citation_count_ratio
372
+ features[15] = cand_citations / (query_citations + 1)
373
+
374
+ # 16: age_ratio
375
+ features[16] = cand_age / (query_age + 1)
376
+
377
+ # 17: candidate_citations_per_year
378
+ cand_age_years = max(cand_age / 365.0, 0.5)
379
+ features[17] = cand_citations / cand_age_years
380
+
381
+ # 18: query_num_references
382
+ features[18] = float(query_num_references)
383
+
384
+ # 19: candidate_num_cited_by
385
+ features[19] = float(candidate_num_cited_by)
386
+
387
+ # --- User behavior features (20-30): zero-filled for pseudo-labels ---
388
+ # features[20] = ewma_longterm_similarity β†’ 0.0
389
+ # features[21] = ewma_shortterm_similarity β†’ 0.0
390
+ # features[22] = ewma_negative_similarity β†’ 0.0
391
+ # features[23] = cluster_importance β†’ 0.0
392
+ # features[24] = cluster_distance_to_medoid β†’ 0.0
393
+ # features[25] = is_suppressed_category β†’ 0.0
394
+ # features[26] = onboarding_category_match β†’ 0.0
395
+ # features[27] = user_total_saves β†’ 0.0
396
+ # features[28] = user_total_dismissals β†’ 0.0
397
+ # features[29] = user_days_since_last_save β†’ 0.0
398
+ # features[30] = user_session_save_count β†’ 0.0
399
+
400
+ # --- Cross features (31-36) ---
401
+
402
+ # 31: cosine_x_recency
403
+ features[31] = features[0] * features[6]
404
+
405
+ # 32: cosine_x_citations
406
+ features[32] = features[0] * features[3]
407
+
408
+ # 33: category_x_recency
409
+ features[33] = features[10] * features[6]
410
+
411
+ # 34: cosine_x_cocitation
412
+ features[34] = features[0] * np.log(co_citation_count + 1)
413
+
414
+ # 35: position_inverse
415
+ features[35] = 1.0 / (candidate_position + 1)
416
+
417
+ # 36: citations_x_recency
418
+ features[36] = features[3] * features[6]
419
+
420
+ return features
421
+
422
+
423
+ # ── Main Pipeline ────────────────────────────────────────────────────────────
424
+
425
+ async def generate_triples(
426
+ citations_path: str,
427
+ corpus_ids: list[str],
428
+ qdrant_url: str,
429
+ qdrant_api_key: str,
430
+ qdrant_collection: str,
431
+ turso_url: str,
432
+ turso_token: str,
433
+ output_dir: str,
434
+ num_queries: int,
435
+ candidates_per_query: int,
436
+ seed: int = 42,
437
+ ):
438
+ """Main pipeline: load graph β†’ sample queries β†’ ANN search β†’ compute features."""
439
+
440
+ output_path = Path(output_dir)
441
+ output_path.mkdir(parents=True, exist_ok=True)
442
+
443
+ # ── Step 1: Load citation graph ──────────────────────────────────────
444
+ print("=" * 60)
445
+ print("STEP 1: Loading citation graph...")
446
+ references, cited_by, _ = load_citation_graph(citations_path)
447
+
448
+ corpus_set = set(corpus_ids)
449
+ print(f"Corpus size: {len(corpus_set)}")
450
+
451
+ # Pre-compute per-paper stats
452
+ num_references = {pid: len(refs) for pid, refs in references.items()}
453
+ num_cited_by = {pid: len(citers) for pid, citers in cited_by.items()}
454
+
455
+ # ── Step 2: Connect to Qdrant ────────────────────────────────────────
456
+ print("\nSTEP 2: Connecting to Qdrant...")
457
+ qdrant = QdrantClient(url=qdrant_url, api_key=qdrant_api_key, timeout=30)
458
+ collection_info = qdrant.get_collection(qdrant_collection)
459
+ print(f" Collection: {qdrant_collection}")
460
+ print(f" Points: {collection_info.points_count}")
461
+
462
+ # ── Step 3: Sample query papers ──────────────────────────────────────
463
+ print("\nSTEP 3: Sampling query papers...")
464
+
465
+ # Only sample papers that have references (otherwise no positive labels)
466
+ papers_with_refs = [pid for pid in corpus_ids if pid in references and len(references[pid]) >= 3]
467
+ print(f" Papers with β‰₯3 in-corpus references: {len(papers_with_refs)}")
468
+
469
+ rng = random.Random(seed)
470
+ if len(papers_with_refs) > num_queries:
471
+ sampled_queries = rng.sample(papers_with_refs, num_queries)
472
+ else:
473
+ sampled_queries = papers_with_refs
474
+ print(f" Warning: only {len(sampled_queries)} papers have enough references")
475
+
476
+ print(f" Sampled {len(sampled_queries)} query papers")
477
+
478
+ # ── Step 4: Fetch metadata for all relevant papers ───────────────────
479
+ print("\nSTEP 4: Fetching metadata from Turso...")
480
+
481
+ # Collect all paper IDs we'll need metadata for
482
+ all_needed_ids = set(sampled_queries)
483
+ for qid in sampled_queries:
484
+ all_needed_ids.update(references.get(qid, set()))
485
+ # We'll also need metadata for ANN candidates, but we fetch those per-batch
486
+
487
+ # Fetch in batches of 500 (Turso limit)
488
+ metadata_cache: dict[str, dict] = {}
489
+ needed_list = list(all_needed_ids & corpus_set)
490
+ batch_size = 500
491
+ for i in tqdm(range(0, len(needed_list), batch_size), desc="Fetching metadata"):
492
+ batch = needed_list[i:i + batch_size]
493
+ try:
494
+ meta = await fetch_turso_metadata_batch(batch, turso_url, turso_token)
495
+ metadata_cache.update(meta)
496
+ except Exception as e:
497
+ print(f" Warning: metadata batch failed: {e}")
498
+ print(f" Cached metadata for {len(metadata_cache)} papers")
499
+
500
+ # ── Step 5: Time-split the queries ───────────────────────────────────
501
+ print(f"\nSTEP 5: Applying time-split (eval cutoff: {EVAL_CUTOFF})...")
502
+
503
+ train_queries = []
504
+ eval_queries = []
505
+ skipped = 0
506
+
507
+ for qid in sampled_queries:
508
+ meta = metadata_cache.get(qid)
509
+ if not meta:
510
+ skipped += 1
511
+ continue
512
+ pub_date = meta.get("update_date", "")
513
+ year = parse_year(pub_date)
514
+ if year < 2023:
515
+ train_queries.append(qid)
516
+ else:
517
+ eval_queries.append(qid)
518
+
519
+ print(f" Train queries (pre-2023): {len(train_queries)}")
520
+ print(f" Eval queries (2023+): {len(eval_queries)}")
521
+ print(f" Skipped (no metadata): {skipped}")
522
+
523
+ # Verify no temporal leakage
524
+ if train_queries and eval_queries:
525
+ max_train_year = max(parse_year(metadata_cache[q].get("update_date", "")) for q in train_queries if q in metadata_cache)
526
+ min_eval_year = min(parse_year(metadata_cache[q].get("update_date", "")) for q in eval_queries if q in metadata_cache)
527
+ print(f" Max train year: {max_train_year}")
528
+ print(f" Min eval year: {min_eval_year}")
529
+ assert max_train_year < min_eval_year, "TEMPORAL LEAKAGE DETECTED!"
530
+ print(f" βœ… No temporal leakage")
531
+
532
+ # ── Step 6: Generate triples ─────────────────────────────────────────
533
+ print("\nSTEP 6: Generating training triples...")
534
+
535
+ for split_name, query_ids in [("train", train_queries), ("eval", eval_queries)]:
536
+ if not query_ids:
537
+ print(f" Skipping {split_name} β€” no queries")
538
+ continue
539
+
540
+ print(f"\n Processing {split_name} split ({len(query_ids)} queries)...")
541
+
542
+ all_query_ids = []
543
+ all_candidate_ids = []
544
+ all_labels = []
545
+ all_features = []
546
+
547
+ for qi, qid in enumerate(tqdm(query_ids, desc=f" {split_name}")):
548
+ query_meta = metadata_cache.get(qid, {})
549
+ query_refs = references.get(qid, set())
550
+
551
+ # Build co-cited set: papers that share references with query
552
+ co_cited = set()
553
+ for ref_id in query_refs:
554
+ co_cited.update(references.get(ref_id, set()))
555
+ co_cited -= query_refs # exclude direct citations
556
+ co_cited.discard(qid) # exclude self
557
+
558
+ # ANN search from Qdrant
559
+ try:
560
+ # Look up query paper by arxiv_id payload field
561
+ # retrieve() takes point IDs (integers), not payload values.
562
+ # Use scroll() with a FieldCondition filter to find by arxiv_id.
563
+ scroll_results, _ = qdrant.scroll(
564
+ collection_name=qdrant_collection,
565
+ scroll_filter=Filter(
566
+ must=[FieldCondition(key="arxiv_id", match=MatchValue(value=qid))]
567
+ ),
568
+ limit=1,
569
+ with_vectors=True,
570
+ with_payload=True,
571
+ )
572
+ if not scroll_results:
573
+ continue
574
+
575
+ query_vector = scroll_results[0].vector
576
+ if query_vector is None:
577
+ continue
578
+
579
+ # ANN search using the query paper's embedding
580
+ results = qdrant.query_points(
581
+ collection_name=qdrant_collection,
582
+ query=query_vector,
583
+ limit=candidates_per_query,
584
+ with_payload=True,
585
+ )
586
+
587
+ candidates = []
588
+ for hit in results.points:
589
+ cand_id = hit.payload.get("arxiv_id") if hit.payload else None
590
+ if cand_id and cand_id != qid and cand_id in corpus_set:
591
+ candidates.append((cand_id, hit.score))
592
+
593
+ except Exception as e:
594
+ if qi < 3: # Only print first few errors
595
+ print(f" Warning: Qdrant query failed for {qid}: {e}")
596
+ continue
597
+
598
+ if not candidates:
599
+ continue
600
+
601
+ # Fetch metadata for candidates not yet cached
602
+ uncached = [cid for cid, _ in candidates if cid not in metadata_cache]
603
+ if uncached:
604
+ try:
605
+ meta_batch = await fetch_turso_metadata_batch(
606
+ uncached[:500], turso_url, turso_token
607
+ )
608
+ metadata_cache.update(meta_batch)
609
+ except Exception:
610
+ pass
611
+
612
+ # Compute features and labels for each candidate
613
+ for pos, (cand_id, qdrant_score) in enumerate(candidates):
614
+ cand_meta = metadata_cache.get(cand_id, {})
615
+
616
+ # Label assignment
617
+ if cand_id in query_refs:
618
+ label = 2 # direct citation
619
+ elif cand_id in co_cited:
620
+ label = 1 # co-cited
621
+ else:
622
+ label = 0 # not cited
623
+
624
+ # Co-citation count
625
+ cocite_count = compute_co_citation_count(qid, cand_id, cited_by)
626
+
627
+ # Feature vector
628
+ feat = compute_features_for_pair(
629
+ query_meta=query_meta,
630
+ candidate_meta=cand_meta,
631
+ qdrant_score=qdrant_score,
632
+ candidate_position=pos,
633
+ co_citation_count=cocite_count,
634
+ query_num_references=num_references.get(qid, 0),
635
+ candidate_num_cited_by=num_cited_by.get(cand_id, 0),
636
+ )
637
+
638
+ all_query_ids.append(qid)
639
+ all_candidate_ids.append(cand_id)
640
+ all_labels.append(label)
641
+ all_features.append(feat)
642
+
643
+ # ── Save to parquet ──────────────────────────────────────────────
644
+ if not all_features:
645
+ print(f" No data for {split_name} split!")
646
+ continue
647
+
648
+ feature_matrix = np.array(all_features, dtype=np.float32)
649
+
650
+ # Build parquet table
651
+ columns = {
652
+ "query_arxiv_id": pa.array(all_query_ids, type=pa.string()),
653
+ "candidate_arxiv_id": pa.array(all_candidate_ids, type=pa.string()),
654
+ "label": pa.array(all_labels, type=pa.int32()),
655
+ }
656
+
657
+ # Add each feature as a named column
658
+ for fi, fname in enumerate(FEATURE_SCHEMA):
659
+ columns[fname] = pa.array(feature_matrix[:, fi].tolist(), type=pa.float32())
660
+
661
+ # Add group_size info (candidates per query, needed for LightGBM)
662
+ # We track this separately
663
+ table = pa.table(columns)
664
+
665
+ out_file = output_path / f"{split_name}.parquet"
666
+ pq.write_table(table, str(out_file), compression="snappy")
667
+
668
+ # Print stats
669
+ label_counts = {0: 0, 1: 0, 2: 0}
670
+ for l in all_labels:
671
+ label_counts[l] = label_counts.get(l, 0) + 1
672
+
673
+ num_queries_actual = len(set(all_query_ids))
674
+ print(f"\n {split_name} split saved to {out_file}")
675
+ print(f" Rows: {len(all_labels)}")
676
+ print(f" Queries: {num_queries_actual}")
677
+ print(f" Avg candidates/query: {len(all_labels) / max(num_queries_actual, 1):.1f}")
678
+ print(f" Labels: 0={label_counts[0]}, 1={label_counts[1]}, 2={label_counts[2]}")
679
+ print(f" Label 2 rate: {100*label_counts[2]/max(len(all_labels),1):.2f}%")
680
+ print(f" Label 1 rate: {100*label_counts[1]/max(len(all_labels),1):.2f}%")
681
+ print(f" Features: {NUM_FEATURES}")
682
+
683
+ # ── Save feature schema ──────────────────────────────────────────────
684
+ schema_file = output_path / "feature_schema.json"
685
+ with open(schema_file, "w") as f:
686
+ json.dump({
687
+ "features": FEATURE_SCHEMA,
688
+ "num_features": NUM_FEATURES,
689
+ "pseudo_label_features": list(range(0, 20)) + list(range(31, 37)),
690
+ "user_features_zero_filled": list(range(20, 31)),
691
+ "eval_cutoff": EVAL_CUTOFF,
692
+ "description": "37-feature schema for ResearchIT LightGBM reranker. "
693
+ "Features 20-30 are zero-filled during pseudo-label training "
694
+ "and will be populated when real user data is available.",
695
+ }, f, indent=2)
696
+ print(f"\nFeature schema saved to {schema_file}")
697
+
698
+
699
+ # ── CLI ──────────────────────────────────────────────────────────────────────
700
+
701
+ def main():
702
+ parser = argparse.ArgumentParser(
703
+ description="Generate LightGBM training triples from citation graph"
704
+ )
705
+ parser.add_argument("--citations", required=True, help="citations.parquet from Step 1")
706
+ parser.add_argument("--corpus-file", required=True, help="Text file with arXiv IDs")
707
+ parser.add_argument("--qdrant-url", required=True)
708
+ parser.add_argument("--qdrant-api-key", required=True)
709
+ parser.add_argument("--qdrant-collection", default="arxiv_bgem3_dense")
710
+ parser.add_argument("--turso-url", required=True)
711
+ parser.add_argument("--turso-token", required=True)
712
+ parser.add_argument("--output-dir", default="./ltr_dataset")
713
+ parser.add_argument("--num-queries", type=int, default=100000)
714
+ parser.add_argument("--candidates-per-query", type=int, default=50)
715
+ parser.add_argument("--seed", type=int, default=42)
716
+
717
+ args = parser.parse_args()
718
+
719
+ # Load corpus IDs
720
+ corpus_ids = []
721
+ with open(args.corpus_file) as f:
722
+ for line in f:
723
+ line = line.strip()
724
+ if line and not line.startswith("#"):
725
+ if line.startswith("arXiv:"):
726
+ line = line[6:]
727
+ corpus_ids.append(line)
728
+ print(f"Loaded {len(corpus_ids)} corpus IDs")
729
+
730
+ asyncio.run(generate_triples(
731
+ citations_path=args.citations,
732
+ corpus_ids=corpus_ids,
733
+ qdrant_url=args.qdrant_url,
734
+ qdrant_api_key=args.qdrant_api_key,
735
+ qdrant_collection=args.qdrant_collection,
736
+ turso_url=args.turso_url,
737
+ turso_token=args.turso_token,
738
+ output_dir=args.output_dir,
739
+ num_queries=args.num_queries,
740
+ candidates_per_query=args.candidates_per_query,
741
+ seed=args.seed,
742
+ ))
743
+
744
+ print("\nβœ… Done! Training triples generated.")
745
+
746
+
747
+ if __name__ == "__main__":
748
+ main()
models/reranker-phase6/scripts/03_train_lightgbm.py ADDED
@@ -0,0 +1,568 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ """
2
+ Step 3: Train LightGBM lambdarank reranker + compare against heuristic baseline.
3
+
4
+ Produces:
5
+ - reranker_v1.txt β€” trained LightGBM model (~100KB)
6
+ - eval_metrics.json β€” nDCG@10, Recall@50, label distribution, feature importance
7
+ - feature_importance.csv β€” ranked feature importance
8
+ - baseline_comparison.json β€” LightGBM vs heuristic scorer on same eval set
9
+
10
+ Usage:
11
+ python 03_train_lightgbm.py \
12
+ --train-file ltr_dataset/train.parquet \
13
+ --eval-file ltr_dataset/eval.parquet \
14
+ --output-dir ./model_output \
15
+ --num-boost-round 500 \
16
+ --learning-rate 0.05
17
+
18
+ Prerequisites:
19
+ - train.parquet + eval.parquet from Step 2
20
+ - pip install lightgbm pyarrow numpy
21
+
22
+ The heuristic baseline replicates the EXACT scoring logic from
23
+ app/recommend/reranker.py β†’ heuristic_score():
24
+ score = 0.40 Γ— lt_sim + 0.25 Γ— st_sim + 0.15 Γ— recency
25
+ + 0.10 Γ— rrf_conf - 0.15 Γ— neg_penalty
26
+
27
+ Since pseudo-label training has no user profiles (features 20-30 = 0),
28
+ the heuristic baseline for pseudo-labels simplifies to:
29
+ score = 0.15 Γ— recency + 0.10 Γ— (1 - position/max_position)
30
+
31
+ This is the fair baseline: both models see the same zero-filled user features.
32
+
33
+ Author: ResearchIT ML Pipeline β€” Phase 6, Step 3
34
+ """
35
+ from __future__ import annotations
36
+
37
+ import argparse
38
+ import json
39
+ import os
40
+ import time
41
+ from collections import defaultdict
42
+ from pathlib import Path
43
+
44
+ import lightgbm as lgb
45
+ import numpy as np
46
+ import pyarrow.parquet as pq
47
+
48
+
49
+ # ── Feature schema (must match Step 2) ───────────────────────────────────────
50
+
51
+ FEATURE_SCHEMA = [
52
+ "qdrant_cosine_score", "candidate_position", "candidate_citation_count",
53
+ "candidate_log_citations", "candidate_influential_citations",
54
+ "candidate_age_days", "candidate_recency_score", "query_citation_count",
55
+ "query_age_days", "year_diff", "same_primary_category", "co_citation_count",
56
+ "shared_author_count", "candidate_is_newer", "query_log_citations",
57
+ "citation_count_ratio", "age_ratio", "candidate_citations_per_year",
58
+ "query_num_references", "candidate_num_cited_by",
59
+ "ewma_longterm_similarity", "ewma_shortterm_similarity",
60
+ "ewma_negative_similarity", "cluster_importance",
61
+ "cluster_distance_to_medoid", "is_suppressed_category",
62
+ "onboarding_category_match", "user_total_saves", "user_total_dismissals",
63
+ "user_days_since_last_save", "user_session_save_count",
64
+ "cosine_x_recency", "cosine_x_citations", "category_x_recency",
65
+ "cosine_x_cocitation", "position_inverse", "citations_x_recency",
66
+ ]
67
+
68
+ NUM_FEATURES = 37
69
+
70
+
71
+ # ── Data Loading ─────────────────────────────────────────────────────────────
72
+
73
+ def load_ltr_data(parquet_path: str) -> tuple[np.ndarray, np.ndarray, list[int], list[str]]:
74
+ """
75
+ Load a parquet file into LightGBM-ready format.
76
+
77
+ Returns:
78
+ features: (N, 37) float32 matrix
79
+ labels: (N,) int32 array (0, 1, or 2)
80
+ groups: list of group sizes (candidates per query)
81
+ query_ids: list of query arXiv IDs (one per row, for analysis)
82
+ """
83
+ table = pq.read_table(parquet_path)
84
+
85
+ query_ids = table.column("query_arxiv_id").to_pylist()
86
+ labels = np.array(table.column("label").to_pylist(), dtype=np.int32)
87
+
88
+ # Extract feature columns
89
+ feature_arrays = []
90
+ for fname in FEATURE_SCHEMA:
91
+ col = table.column(fname).to_pylist()
92
+ feature_arrays.append(col)
93
+ features = np.column_stack(feature_arrays).astype(np.float32)
94
+
95
+ # Compute group sizes (number of candidates per query)
96
+ groups = []
97
+ current_qid = None
98
+ current_count = 0
99
+ for qid in query_ids:
100
+ if qid != current_qid:
101
+ if current_qid is not None:
102
+ groups.append(current_count)
103
+ current_qid = qid
104
+ current_count = 1
105
+ else:
106
+ current_count += 1
107
+ if current_count > 0:
108
+ groups.append(current_count)
109
+
110
+ # Verify consistency
111
+ assert sum(groups) == len(labels), f"Group sum {sum(groups)} != {len(labels)} rows"
112
+ assert features.shape == (len(labels), NUM_FEATURES), f"Feature shape mismatch"
113
+
114
+ return features, labels, groups, query_ids
115
+
116
+
117
+ # ── Heuristic Baseline ──────────────────────────────────────────────────────
118
+
119
+ def heuristic_baseline_score(features: np.ndarray) -> np.ndarray:
120
+ """
121
+ Replicate the EXACT scoring logic from app/recommend/reranker.py.
122
+
123
+ heuristic_score():
124
+ lt_sim = features[:, 0] β†’ here: ewma_longterm_similarity (col 20) = 0
125
+ st_sim = features[:, 1] β†’ here: ewma_shortterm_similarity (col 21) = 0
126
+ age_days = features[:, 2] β†’ here: candidate_age_days (col 5)
127
+ rrf_pos = features[:, 3] β†’ here: candidate_position (col 1)
128
+ neg_sim = features[:, 4] β†’ here: ewma_negative_similarity (col 22) = 0
129
+
130
+ For pseudo-label data, EWMA features are 0, so score simplifies to:
131
+ score = 0.15 Γ— exp(-0.002 Γ— age_days) + 0.10 Γ— (1 - pos/max_pos)
132
+
133
+ But we also include the cosine score (col 0) since that's what the
134
+ reranker would actually see in production (it's feature 0 = lt_sim proxy).
135
+ In the real pipeline, lt_sim IS the cosine similarity to the long-term
136
+ profile β€” for pseudo-labels, the closest proxy is qdrant_cosine_score.
137
+
138
+ So the fair pseudo-label heuristic baseline is:
139
+ score = 0.40 Γ— qdrant_cosine_score (proxy for lt_sim)
140
+ + 0.15 Γ— recency_decay
141
+ + 0.10 Γ— rrf_confidence
142
+ """
143
+ qdrant_cosine = features[:, 0] # qdrant_cosine_score
144
+ position = features[:, 1] # candidate_position
145
+ age_days = features[:, 5] # candidate_age_days
146
+
147
+ # Recency: exp(-0.002 * age_days) β€” matches reranker.py exactly
148
+ recency = np.exp(-0.002 * age_days)
149
+
150
+ # RRF confidence: inverse of position (normalised)
151
+ max_pos = position.max() + 1
152
+ rrf_conf = 1.0 - (position / max_pos)
153
+
154
+ scores = (
155
+ 0.40 * qdrant_cosine
156
+ + 0.15 * recency
157
+ + 0.10 * rrf_conf
158
+ )
159
+ return scores
160
+
161
+
162
+ # ── Evaluation Metrics ───────────────────────────────────────────────────────
163
+
164
+ def ndcg_at_k(labels: np.ndarray, scores: np.ndarray, groups: list[int], k: int = 10) -> float:
165
+ """Compute mean nDCG@k across all queries."""
166
+ ndcg_scores = []
167
+ offset = 0
168
+ for group_size in groups:
169
+ group_labels = labels[offset:offset + group_size]
170
+ group_scores = scores[offset:offset + group_size]
171
+
172
+ # Sort by predicted score descending
173
+ order = np.argsort(-group_scores)
174
+ sorted_labels = group_labels[order]
175
+
176
+ # DCG@k
177
+ top_k = sorted_labels[:k]
178
+ gains = (2.0 ** top_k) - 1.0
179
+ discounts = np.log2(np.arange(len(top_k)) + 2.0)
180
+ dcg = np.sum(gains / discounts)
181
+
182
+ # Ideal DCG@k
183
+ ideal_order = np.argsort(-group_labels)
184
+ ideal_labels = group_labels[ideal_order][:k]
185
+ ideal_gains = (2.0 ** ideal_labels) - 1.0
186
+ ideal_discounts = np.log2(np.arange(len(ideal_labels)) + 2.0)
187
+ idcg = np.sum(ideal_gains / ideal_discounts)
188
+
189
+ if idcg > 0:
190
+ ndcg_scores.append(dcg / idcg)
191
+ # Skip queries with all-zero labels (no positives)
192
+
193
+ offset += group_size
194
+
195
+ return float(np.mean(ndcg_scores)) if ndcg_scores else 0.0
196
+
197
+
198
+ def recall_at_k(labels: np.ndarray, scores: np.ndarray, groups: list[int], k: int = 50) -> float:
199
+ """Compute mean Recall@k (fraction of positives in top-k) across all queries."""
200
+ recalls = []
201
+ offset = 0
202
+ for group_size in groups:
203
+ group_labels = labels[offset:offset + group_size]
204
+ group_scores = scores[offset:offset + group_size]
205
+
206
+ total_positives = np.sum(group_labels > 0)
207
+ if total_positives == 0:
208
+ offset += group_size
209
+ continue
210
+
211
+ order = np.argsort(-group_scores)
212
+ sorted_labels = group_labels[order]
213
+ top_k_positives = np.sum(sorted_labels[:k] > 0)
214
+ recalls.append(top_k_positives / total_positives)
215
+
216
+ offset += group_size
217
+
218
+ return float(np.mean(recalls)) if recalls else 0.0
219
+
220
+
221
+ def hit_rate_at_k(labels: np.ndarray, scores: np.ndarray, groups: list[int], k: int = 10) -> float:
222
+ """Compute HR@k: fraction of queries where at least one positive is in top-k."""
223
+ hits = 0
224
+ total = 0
225
+ offset = 0
226
+ for group_size in groups:
227
+ group_labels = labels[offset:offset + group_size]
228
+ group_scores = scores[offset:offset + group_size]
229
+
230
+ if np.sum(group_labels > 0) == 0:
231
+ offset += group_size
232
+ continue
233
+
234
+ order = np.argsort(-group_scores)
235
+ sorted_labels = group_labels[order]
236
+ if np.any(sorted_labels[:k] > 0):
237
+ hits += 1
238
+ total += 1
239
+ offset += group_size
240
+
241
+ return hits / total if total > 0 else 0.0
242
+
243
+
244
+ def mean_reciprocal_rank(labels: np.ndarray, scores: np.ndarray, groups: list[int]) -> float:
245
+ """Compute MRR: average of 1/rank of the first positive result."""
246
+ rr_scores = []
247
+ offset = 0
248
+ for group_size in groups:
249
+ group_labels = labels[offset:offset + group_size]
250
+ group_scores = scores[offset:offset + group_size]
251
+
252
+ if np.sum(group_labels > 0) == 0:
253
+ offset += group_size
254
+ continue
255
+
256
+ order = np.argsort(-group_scores)
257
+ sorted_labels = group_labels[order]
258
+ for rank, l in enumerate(sorted_labels, 1):
259
+ if l > 0:
260
+ rr_scores.append(1.0 / rank)
261
+ break
262
+
263
+ offset += group_size
264
+
265
+ return float(np.mean(rr_scores)) if rr_scores else 0.0
266
+
267
+
268
+ def evaluate_model(
269
+ name: str,
270
+ labels: np.ndarray,
271
+ scores: np.ndarray,
272
+ groups: list[int],
273
+ ) -> dict:
274
+ """Run all eval metrics and return as dict."""
275
+ metrics = {
276
+ "model": name,
277
+ "ndcg@5": ndcg_at_k(labels, scores, groups, k=5),
278
+ "ndcg@10": ndcg_at_k(labels, scores, groups, k=10),
279
+ "ndcg@20": ndcg_at_k(labels, scores, groups, k=20),
280
+ "recall@10": recall_at_k(labels, scores, groups, k=10),
281
+ "recall@50": recall_at_k(labels, scores, groups, k=50),
282
+ "hr@10": hit_rate_at_k(labels, scores, groups, k=10),
283
+ "mrr": mean_reciprocal_rank(labels, scores, groups),
284
+ }
285
+ return metrics
286
+
287
+
288
+ # ── Main Training Pipeline ───────────────────────────────────────────────────
289
+
290
+ def main():
291
+ parser = argparse.ArgumentParser(
292
+ description="Train LightGBM lambdarank reranker for ResearchIT"
293
+ )
294
+ parser.add_argument("--train-file", required=True, help="train.parquet from Step 2")
295
+ parser.add_argument("--eval-file", required=True, help="eval.parquet from Step 2")
296
+ parser.add_argument("--output-dir", default="./model_output")
297
+ parser.add_argument("--num-boost-round", type=int, default=500)
298
+ parser.add_argument("--learning-rate", type=float, default=0.05)
299
+ parser.add_argument("--num-leaves", type=int, default=63)
300
+ parser.add_argument("--min-data-in-leaf", type=int, default=50)
301
+ parser.add_argument("--feature-fraction", type=float, default=0.8)
302
+ parser.add_argument("--early-stopping-rounds", type=int, default=50)
303
+
304
+ args = parser.parse_args()
305
+
306
+ output_dir = Path(args.output_dir)
307
+ output_dir.mkdir(parents=True, exist_ok=True)
308
+
309
+ # ── Load data ────────────────────────────────────────────────────────
310
+ print("=" * 60)
311
+ print("Loading training data...")
312
+ train_features, train_labels, train_groups, train_qids = load_ltr_data(args.train_file)
313
+ print(f" Train: {len(train_labels)} rows, {len(train_groups)} queries")
314
+ print(f" Label distribution: 0={np.sum(train_labels==0)}, 1={np.sum(train_labels==1)}, 2={np.sum(train_labels==2)}")
315
+
316
+ print("\nLoading eval data...")
317
+ eval_features, eval_labels, eval_groups, eval_qids = load_ltr_data(args.eval_file)
318
+ print(f" Eval: {len(eval_labels)} rows, {len(eval_groups)} queries")
319
+ print(f" Label distribution: 0={np.sum(eval_labels==0)}, 1={np.sum(eval_labels==1)}, 2={np.sum(eval_labels==2)}")
320
+
321
+ # Verify time split: no overlap between train and eval query IDs
322
+ train_query_set = set(train_qids)
323
+ eval_query_set = set(eval_qids)
324
+ overlap = train_query_set & eval_query_set
325
+ if overlap:
326
+ print(f" WARNING: {len(overlap)} query IDs appear in both splits!")
327
+ else:
328
+ print(f" βœ… No query overlap between train/eval splits")
329
+
330
+ # ── Baseline: heuristic scorer ───────────────────────────────────────
331
+ print("\n" + "=" * 60)
332
+ print("Evaluating heuristic baseline...")
333
+
334
+ baseline_scores = heuristic_baseline_score(eval_features)
335
+ baseline_metrics = evaluate_model("heuristic_baseline", eval_labels, baseline_scores, eval_groups)
336
+
337
+ print(f"\n Heuristic Baseline Results:")
338
+ for k, v in baseline_metrics.items():
339
+ if k != "model":
340
+ print(f" {k}: {v:.4f}")
341
+
342
+ # ── Train LightGBM ───────────────────────────────────────────────────
343
+ print("\n" + "=" * 60)
344
+ print("Training LightGBM lambdarank...")
345
+
346
+ train_dataset = lgb.Dataset(
347
+ train_features,
348
+ label=train_labels,
349
+ group=train_groups,
350
+ feature_name=FEATURE_SCHEMA,
351
+ free_raw_data=False,
352
+ )
353
+
354
+ eval_dataset = lgb.Dataset(
355
+ eval_features,
356
+ label=eval_labels,
357
+ group=eval_groups,
358
+ feature_name=FEATURE_SCHEMA,
359
+ reference=train_dataset,
360
+ free_raw_data=False,
361
+ )
362
+
363
+ params = {
364
+ "objective": "lambdarank",
365
+ "metric": "ndcg",
366
+ "eval_at": [5, 10, 20],
367
+ "num_leaves": args.num_leaves,
368
+ "learning_rate": args.learning_rate,
369
+ "min_data_in_leaf": args.min_data_in_leaf,
370
+ "feature_fraction": args.feature_fraction,
371
+ "bagging_fraction": 0.8,
372
+ "bagging_freq": 5,
373
+ "lambdarank_truncation_level": 20,
374
+ "verbose": 1,
375
+ "seed": 42,
376
+ "num_threads": os.cpu_count() or 4,
377
+ }
378
+
379
+ print(f"\n Parameters:")
380
+ for k, v in params.items():
381
+ print(f" {k}: {v}")
382
+
383
+ callbacks = [
384
+ lgb.log_evaluation(period=50),
385
+ lgb.early_stopping(stopping_rounds=args.early_stopping_rounds),
386
+ ]
387
+
388
+ t0 = time.time()
389
+ model = lgb.train(
390
+ params,
391
+ train_dataset,
392
+ num_boost_round=args.num_boost_round,
393
+ valid_sets=[eval_dataset],
394
+ valid_names=["eval"],
395
+ callbacks=callbacks,
396
+ )
397
+ train_time = time.time() - t0
398
+
399
+ print(f"\n Training completed in {train_time:.1f}s")
400
+ print(f" Best iteration: {model.best_iteration}")
401
+ print(f" Best nDCG@10: {model.best_score.get('eval', {}).get('ndcg@10', 'N/A')}")
402
+
403
+ # ── Evaluate LightGBM ────────────────────────────────────────────────
404
+ print("\n" + "=" * 60)
405
+ print("Evaluating LightGBM on eval set...")
406
+
407
+ lgb_scores = model.predict(eval_features)
408
+ lgb_metrics = evaluate_model("lightgbm_lambdarank", eval_labels, lgb_scores, eval_groups)
409
+
410
+ print(f"\n LightGBM Results:")
411
+ for k, v in lgb_metrics.items():
412
+ if k != "model":
413
+ print(f" {k}: {v:.4f}")
414
+
415
+ # ── Comparison ───────────────────────────────────────────────────────
416
+ print("\n" + "=" * 60)
417
+ print("COMPARISON: LightGBM vs Heuristic Baseline")
418
+ print("-" * 50)
419
+ print(f" {'Metric':<15} {'Heuristic':>12} {'LightGBM':>12} {'Ξ”':>10} {'%Ξ”':>8}")
420
+ print("-" * 50)
421
+
422
+ comparison = {}
423
+ for metric_key in ["ndcg@5", "ndcg@10", "ndcg@20", "recall@10", "recall@50", "hr@10", "mrr"]:
424
+ b = baseline_metrics[metric_key]
425
+ l = lgb_metrics[metric_key]
426
+ delta = l - b
427
+ pct = (delta / b * 100) if b > 0 else float('inf')
428
+ comparison[metric_key] = {
429
+ "heuristic": round(b, 4),
430
+ "lightgbm": round(l, 4),
431
+ "delta": round(delta, 4),
432
+ "pct_improvement": round(pct, 2),
433
+ }
434
+ marker = "βœ…" if delta > 0 else "⚠️" if delta == 0 else "❌"
435
+ print(f" {metric_key:<15} {b:>12.4f} {l:>12.4f} {delta:>+10.4f} {pct:>+7.1f}% {marker}")
436
+
437
+ print("-" * 50)
438
+
439
+ # ── Feature Importance ───────────────────────────────────────────────
440
+ print("\n" + "=" * 60)
441
+ print("Feature Importance (top 20):")
442
+
443
+ importance = model.feature_importance(importance_type="gain")
444
+ importance_pairs = sorted(
445
+ zip(FEATURE_SCHEMA, importance),
446
+ key=lambda x: x[1],
447
+ reverse=True,
448
+ )
449
+
450
+ print(f" {'Rank':<6} {'Feature':<35} {'Importance':>12}")
451
+ print("-" * 55)
452
+ for rank, (fname, imp) in enumerate(importance_pairs[:20], 1):
453
+ bar = "β–ˆ" * int(imp / max(importance) * 30) if max(importance) > 0 else ""
454
+ print(f" {rank:<6} {fname:<35} {imp:>12.1f} {bar}")
455
+
456
+ # Zero-importance features (expected: user behavior features 20-30)
457
+ zero_features = [fname for fname, imp in importance_pairs if imp == 0]
458
+ if zero_features:
459
+ print(f"\n Zero-importance features ({len(zero_features)}):")
460
+ for fname in zero_features:
461
+ print(f" - {fname}")
462
+
463
+ # ── Inference latency benchmark ──────────────────────────────────────
464
+ print("\n" + "=" * 60)
465
+ print("Inference Latency Benchmark:")
466
+
467
+ # Simulate production: 100 candidates per query
468
+ test_batch = eval_features[:100] if len(eval_features) >= 100 else eval_features
469
+
470
+ # Warm up
471
+ for _ in range(10):
472
+ model.predict(test_batch)
473
+
474
+ # Benchmark
475
+ n_iters = 1000
476
+ t0 = time.time()
477
+ for _ in range(n_iters):
478
+ model.predict(test_batch)
479
+ total_ms = (time.time() - t0) * 1000
480
+ per_call_ms = total_ms / n_iters
481
+
482
+ print(f" {len(test_batch)} candidates Γ— {n_iters} iterations")
483
+ print(f" Total: {total_ms:.1f}ms")
484
+ print(f" Per call: {per_call_ms:.3f}ms")
485
+ print(f" Target: <1ms for 100 candidates β†’ {'βœ… PASS' if per_call_ms < 1.0 else '⚠️ SLOW'}")
486
+
487
+ # ── Save outputs ─────────────────────────────────────────────────────
488
+ print("\n" + "=" * 60)
489
+ print("Saving outputs...")
490
+
491
+ # Model
492
+ model_path = output_dir / "reranker_v1.txt"
493
+ model.save_model(str(model_path))
494
+ model_size_kb = os.path.getsize(model_path) / 1024
495
+ print(f" Model: {model_path} ({model_size_kb:.1f} KB)")
496
+
497
+ # Eval metrics
498
+ metrics_path = output_dir / "eval_metrics.json"
499
+ with open(metrics_path, "w") as f:
500
+ json.dump({
501
+ "baseline": baseline_metrics,
502
+ "lightgbm": lgb_metrics,
503
+ "comparison": comparison,
504
+ "training": {
505
+ "num_boost_round": args.num_boost_round,
506
+ "best_iteration": model.best_iteration,
507
+ "training_time_seconds": round(train_time, 1),
508
+ "train_rows": len(train_labels),
509
+ "train_queries": len(train_groups),
510
+ "eval_rows": len(eval_labels),
511
+ "eval_queries": len(eval_groups),
512
+ "params": params,
513
+ },
514
+ "latency": {
515
+ "candidates": len(test_batch),
516
+ "per_call_ms": round(per_call_ms, 3),
517
+ "target_ms": 1.0,
518
+ "pass": per_call_ms < 1.0,
519
+ },
520
+ "feature_importance": [
521
+ {"feature": fname, "importance": float(imp)}
522
+ for fname, imp in importance_pairs
523
+ ],
524
+ }, f, indent=2)
525
+ print(f" Metrics: {metrics_path}")
526
+
527
+ # Feature importance CSV
528
+ fi_path = output_dir / "feature_importance.csv"
529
+ with open(fi_path, "w") as f:
530
+ f.write("rank,feature,importance\n")
531
+ for rank, (fname, imp) in enumerate(importance_pairs, 1):
532
+ f.write(f"{rank},{fname},{imp}\n")
533
+ print(f" Feature importance: {fi_path}")
534
+
535
+ # Baseline comparison
536
+ comp_path = output_dir / "baseline_comparison.json"
537
+ with open(comp_path, "w") as f:
538
+ json.dump(comparison, f, indent=2)
539
+ print(f" Comparison: {comp_path}")
540
+
541
+ # ── Summary ──────────────────────────────────────────────────────────
542
+ print("\n" + "=" * 60)
543
+ primary_metric = "ndcg@10"
544
+ b = baseline_metrics[primary_metric]
545
+ l = lgb_metrics[primary_metric]
546
+ delta = l - b
547
+ pct = (delta / b * 100) if b > 0 else 0
548
+
549
+ if delta > 0.03:
550
+ verdict = "βœ… STRONG IMPROVEMENT β€” deploy LightGBM"
551
+ elif delta > 0:
552
+ verdict = "⚠️ MARGINAL IMPROVEMENT β€” consider if complexity is worth it"
553
+ else:
554
+ verdict = "❌ NO IMPROVEMENT β€” keep heuristic, investigate features"
555
+
556
+ print(f"PRIMARY METRIC: nDCG@10")
557
+ print(f" Heuristic: {b:.4f}")
558
+ print(f" LightGBM: {l:.4f} ({delta:+.4f}, {pct:+.1f}%)")
559
+ print(f" Verdict: {verdict}")
560
+ print(f"\nModel file: {model_path}")
561
+ print(f"Model size: {model_size_kb:.1f} KB")
562
+ print(f"Latency: {per_call_ms:.3f}ms per 100 candidates")
563
+
564
+ print("\nβœ… Done!")
565
+
566
+
567
+ if __name__ == "__main__":
568
+ main()
models/reranker-phase6/synthetic_model/reranker_v1_synthetic.txt ADDED
The diff for this file is too large to render. See raw diff
 
models/reranker-phase6/synthetic_model/test_results.json ADDED
@@ -0,0 +1,16 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ {
2
+ "data_quality": "PASS",
3
+ "model_learning": "PASS",
4
+ "ndcg@10_heuristic": 0.9111,
5
+ "ndcg@10_lightgbm": 0.9985,
6
+ "ndcg@10_random": 0.1559,
7
+ "improvement_over_heuristic": 0.0874,
8
+ "improvement_pct": 9.59,
9
+ "latency_100_candidates_ms": 0.388,
10
+ "model_size_kb": 286.2,
11
+ "active_features": 26,
12
+ "zero_features": 11,
13
+ "lgb_wins_pct": 91.4,
14
+ "heuristic_wins_pct": 0.4,
15
+ "train_eval_gap": 0.0008
16
+ }
models/reranker-phase6/tests/test_full_pipeline.py ADDED
@@ -0,0 +1,658 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ """
2
+ Comprehensive test suite for the Phase 6 LightGBM reranker pipeline.
3
+
4
+ Tests:
5
+ 1. DATA QUALITY β€” Are features correctly computed? Label distribution sensible?
6
+ 2. MODEL LEARNING β€” Does LightGBM learn actual signal or just memorize noise?
7
+ 3. FAIR COMPARISON β€” LightGBM vs heuristic on identical data
8
+ 4. PROD READINESS β€” Latency, model size, error handling, edge cases
9
+ 5. FEATURE ANALYSIS β€” Which features matter? Do zero-filled features cause issues?
10
+ 6. HONEST VERDICT β€” Is this actually better for ResearchIT?
11
+ """
12
+ import json
13
+ import os
14
+ import sys
15
+ import time
16
+
17
+ import lightgbm as lgb
18
+ import numpy as np
19
+ import pyarrow as pa
20
+ import pyarrow.parquet as pq
21
+
22
+ # ── Import the training script's components ──────────────────────────────────
23
+ sys.path.insert(0, "/app")
24
+
25
+ # We need the feature schema and heuristic baseline from our scripts
26
+ FEATURE_SCHEMA = [
27
+ "qdrant_cosine_score", "candidate_position", "candidate_citation_count",
28
+ "candidate_log_citations", "candidate_influential_citations",
29
+ "candidate_age_days", "candidate_recency_score", "query_citation_count",
30
+ "query_age_days", "year_diff", "same_primary_category", "co_citation_count",
31
+ "shared_author_count", "candidate_is_newer", "query_log_citations",
32
+ "citation_count_ratio", "age_ratio", "candidate_citations_per_year",
33
+ "query_num_references", "candidate_num_cited_by",
34
+ "ewma_longterm_similarity", "ewma_shortterm_similarity",
35
+ "ewma_negative_similarity", "cluster_importance",
36
+ "cluster_distance_to_medoid", "is_suppressed_category",
37
+ "onboarding_category_match", "user_total_saves", "user_total_dismissals",
38
+ "user_days_since_last_save", "user_session_save_count",
39
+ "cosine_x_recency", "cosine_x_citations", "category_x_recency",
40
+ "cosine_x_cocitation", "position_inverse", "citations_x_recency",
41
+ ]
42
+
43
+ NUM_FEATURES = 37
44
+ np.random.seed(42)
45
+
46
+
47
+ # ══════════════════════════════════════════════════════════════════════════════
48
+ # REALISTIC SYNTHETIC DATA GENERATOR
49
+ # ══════════════════════════════════════════════════════════════════════════════
50
+
51
+ def generate_realistic_data(num_queries, candidates_per_query, split_name="train"):
52
+ """
53
+ Generate data that mimics REAL citation graph patterns:
54
+ - Cited papers tend to have HIGH cosine similarity (they're topically related)
55
+ - Cited papers tend to be in the SAME category
56
+ - Cited papers tend to be OLDER than the query (you cite past work)
57
+ - Co-cited papers have moderate similarity
58
+ - Random papers have low/random similarity
59
+ """
60
+ total = num_queries * candidates_per_query
61
+ features = np.zeros((total, NUM_FEATURES), dtype=np.float32)
62
+ labels = np.zeros(total, dtype=np.int32)
63
+ query_ids = []
64
+ candidate_ids = []
65
+
66
+ for q in range(num_queries):
67
+ qid = f"{split_name}_{q:06d}"
68
+
69
+ # Query paper properties
70
+ query_age_days = np.random.randint(365, 5000)
71
+ query_citations = np.random.randint(1, 200)
72
+ query_category = np.random.choice(["cs.CL", "cs.CV", "cs.LG", "cs.AI", "stat.ML"])
73
+ query_num_refs = np.random.randint(10, 60)
74
+
75
+ for c in range(candidates_per_query):
76
+ idx = q * candidates_per_query + c
77
+ query_ids.append(qid)
78
+ candidate_ids.append(f"cand_{q}_{c}")
79
+
80
+ # First decide the label, THEN generate features that are consistent
81
+ # This models the real-world correlation structure
82
+
83
+ # Label distribution: ~5% direct cite, ~10% co-cite, ~85% not cited
84
+ roll = np.random.random()
85
+ if roll < 0.05:
86
+ label = 2 # direct citation
87
+ elif roll < 0.15:
88
+ label = 1 # co-citation
89
+ else:
90
+ label = 0 # not cited
91
+
92
+ labels[idx] = label
93
+
94
+ # Generate features CONDITIONED on the label (this is the key insight)
95
+ if label == 2: # Direct citation: high similarity, same field, older paper
96
+ cosine_score = np.random.beta(5, 2) * 0.5 + 0.5 # skewed high: [0.5, 1.0]
97
+ same_cat = 1.0 if np.random.random() < 0.7 else 0.0 # 70% same category
98
+ age_days = query_age_days + np.random.randint(0, 3000) # usually older
99
+ citations = np.random.randint(5, 500) # cited papers tend to have citations
100
+ cocitation = np.random.randint(1, 30)
101
+ shared_authors = 1 if np.random.random() < 0.15 else 0 # some self-citations
102
+
103
+ elif label == 1: # Co-citation: moderate similarity
104
+ cosine_score = np.random.beta(3, 3) * 0.6 + 0.3 # moderate: [0.3, 0.9]
105
+ same_cat = 1.0 if np.random.random() < 0.5 else 0.0 # 50% same category
106
+ age_days = query_age_days + np.random.randint(-1000, 2000)
107
+ citations = np.random.randint(0, 300)
108
+ cocitation = np.random.randint(0, 10)
109
+ shared_authors = 1 if np.random.random() < 0.05 else 0
110
+
111
+ else: # Not cited: random/low similarity
112
+ cosine_score = np.random.beta(2, 5) * 0.7 + 0.1 # skewed low: [0.1, 0.8]
113
+ same_cat = 1.0 if np.random.random() < 0.2 else 0.0 # only 20% same category
114
+ age_days = np.random.randint(30, 7000) # any age
115
+ citations = np.random.randint(0, 1000) # could be anything
116
+ cocitation = 0 if np.random.random() < 0.8 else np.random.randint(0, 3)
117
+ shared_authors = 0
118
+
119
+ age_days = max(30, age_days)
120
+ citations = max(0, citations)
121
+ influential = int(citations * np.random.uniform(0.01, 0.15))
122
+
123
+ # Position in ANN results (cited papers tend to rank higher)
124
+ if label == 2:
125
+ position = np.random.randint(0, 15)
126
+ elif label == 1:
127
+ position = np.random.randint(5, 35)
128
+ else:
129
+ position = np.random.randint(0, candidates_per_query)
130
+
131
+ cand_year = 2024 - age_days // 365
132
+ query_year = 2024 - query_age_days // 365
133
+
134
+ # Fill feature vector
135
+ features[idx, 0] = cosine_score
136
+ features[idx, 1] = float(position)
137
+ features[idx, 2] = float(citations)
138
+ features[idx, 3] = np.log(citations + 1)
139
+ features[idx, 4] = float(influential)
140
+ features[idx, 5] = float(age_days)
141
+ features[idx, 6] = np.exp(-0.002 * age_days)
142
+ features[idx, 7] = float(query_citations)
143
+ features[idx, 8] = float(query_age_days)
144
+ features[idx, 9] = abs(query_year - cand_year)
145
+ features[idx, 10] = same_cat
146
+ features[idx, 11] = float(cocitation)
147
+ features[idx, 12] = float(shared_authors)
148
+ features[idx, 13] = 1.0 if cand_year > query_year else 0.0
149
+ features[idx, 14] = np.log(query_citations + 1)
150
+ features[idx, 15] = citations / (query_citations + 1)
151
+ features[idx, 16] = age_days / (query_age_days + 1)
152
+ features[idx, 17] = citations / max(age_days / 365.0, 0.5)
153
+ features[idx, 18] = float(query_num_refs)
154
+ features[idx, 19] = float(np.random.randint(0, 200))
155
+ # 20-30: zero (user features)
156
+ features[idx, 31] = features[idx, 0] * features[idx, 6]
157
+ features[idx, 32] = features[idx, 0] * features[idx, 3]
158
+ features[idx, 33] = features[idx, 10] * features[idx, 6]
159
+ features[idx, 34] = features[idx, 0] * np.log(cocitation + 1)
160
+ features[idx, 35] = 1.0 / (position + 1)
161
+ features[idx, 36] = features[idx, 3] * features[idx, 6]
162
+
163
+ return features, labels, query_ids, candidate_ids
164
+
165
+
166
+ def features_to_parquet(features, labels, query_ids, candidate_ids, path):
167
+ """Save to parquet matching our schema."""
168
+ columns = {
169
+ "query_arxiv_id": pa.array(query_ids, type=pa.string()),
170
+ "candidate_arxiv_id": pa.array(candidate_ids, type=pa.string()),
171
+ "label": pa.array(labels.tolist(), type=pa.int32()),
172
+ }
173
+ for fi, fname in enumerate(FEATURE_SCHEMA):
174
+ columns[fname] = pa.array(features[:, fi].tolist(), type=pa.float32())
175
+ pq.write_table(pa.table(columns), path, compression="snappy")
176
+
177
+
178
+ def heuristic_score(features):
179
+ """
180
+ EXACT replica of app/recommend/reranker.py heuristic_score().
181
+
182
+ For pseudo-label data (no real users), EWMA features are 0.
183
+ We use qdrant_cosine_score as proxy for lt_sim (feature 0).
184
+ """
185
+ cosine = features[:, 0]
186
+ position = features[:, 1]
187
+ age_days = features[:, 5]
188
+
189
+ recency = np.exp(-0.002 * age_days)
190
+ max_pos = position.max() + 1
191
+ rrf_conf = 1.0 - (position / max_pos)
192
+
193
+ return 0.40 * cosine + 0.15 * recency + 0.10 * rrf_conf
194
+
195
+
196
+ def ndcg_at_k(labels, scores, groups, k=10):
197
+ """Mean nDCG@k across all queries."""
198
+ ndcgs = []
199
+ offset = 0
200
+ for gs in groups:
201
+ gl = labels[offset:offset+gs]
202
+ gs_scores = scores[offset:offset+gs]
203
+ order = np.argsort(-gs_scores)
204
+ sl = gl[order][:k]
205
+ gains = (2.0 ** sl) - 1.0
206
+ discounts = np.log2(np.arange(len(sl)) + 2.0)
207
+ dcg = np.sum(gains / discounts)
208
+ ideal = np.sort(gl)[::-1][:k]
209
+ igains = (2.0 ** ideal) - 1.0
210
+ idiscounts = np.log2(np.arange(len(ideal)) + 2.0)
211
+ idcg = np.sum(igains / idiscounts)
212
+ if idcg > 0:
213
+ ndcgs.append(dcg / idcg)
214
+ offset += gs
215
+ return np.mean(ndcgs) if ndcgs else 0.0
216
+
217
+
218
+ def compute_groups(query_ids):
219
+ """Compute group sizes from query ID list."""
220
+ groups = []
221
+ current = None
222
+ count = 0
223
+ for qid in query_ids:
224
+ if qid != current:
225
+ if current is not None:
226
+ groups.append(count)
227
+ current = qid
228
+ count = 1
229
+ else:
230
+ count += 1
231
+ if count > 0:
232
+ groups.append(count)
233
+ return groups
234
+
235
+
236
+ # ══════════════════════════════════════════════════════════════════════════════
237
+ print("=" * 70)
238
+ print("PHASE 6 LIGHTGBM RERANKER β€” COMPREHENSIVE TEST SUITE")
239
+ print("=" * 70)
240
+
241
+
242
+ # ══════════════════════════════════════════════════════════════════════════════
243
+ # Q1: DATA QUALITY
244
+ # ══════════════════════════════════════════════════════════════════════════════
245
+ print("\n" + "=" * 70)
246
+ print("Q1: DATA QUALITY β€” Are features and labels correct?")
247
+ print("=" * 70)
248
+
249
+ print("\n--- Generating realistic training data ---")
250
+ train_feat, train_labels, train_qids, train_cids = generate_realistic_data(2000, 50, "train")
251
+ eval_feat, eval_labels, eval_qids, eval_cids = generate_realistic_data(500, 50, "eval")
252
+
253
+ train_groups = compute_groups(train_qids)
254
+ eval_groups = compute_groups(eval_qids)
255
+
256
+ print(f"Train: {len(train_labels)} rows, {len(train_groups)} queries")
257
+ print(f"Eval: {len(eval_labels)} rows, {len(eval_groups)} queries")
258
+
259
+ # Label distribution
260
+ for name, labels in [("Train", train_labels), ("Eval", eval_labels)]:
261
+ total = len(labels)
262
+ n0 = np.sum(labels == 0)
263
+ n1 = np.sum(labels == 1)
264
+ n2 = np.sum(labels == 2)
265
+ print(f"\n{name} label distribution:")
266
+ print(f" Label 0 (not cited): {n0:>6} ({100*n0/total:.1f}%)")
267
+ print(f" Label 1 (co-cited): {n1:>6} ({100*n1/total:.1f}%)")
268
+ print(f" Label 2 (direct cite): {n2:>6} ({100*n2/total:.1f}%)")
269
+
270
+ # Feature sanity checks
271
+ print("\n--- Feature value ranges ---")
272
+ print(f"{'Feature':<35} {'Min':>10} {'Mean':>10} {'Max':>10} {'Zeros%':>8}")
273
+ print("-" * 75)
274
+ for fi, fname in enumerate(FEATURE_SCHEMA):
275
+ col = train_feat[:, fi]
276
+ zeros_pct = 100 * np.sum(col == 0) / len(col)
277
+ print(f"{fname:<35} {col.min():>10.3f} {col.mean():>10.3f} {col.max():>10.3f} {zeros_pct:>7.1f}%")
278
+
279
+ # Check that label=2 papers actually have higher cosine scores
280
+ print("\n--- Feature correlation with labels (key sanity checks) ---")
281
+ for fi, fname in [(0, "qdrant_cosine_score"), (1, "candidate_position"),
282
+ (10, "same_primary_category"), (11, "co_citation_count")]:
283
+ mean_by_label = {}
284
+ for label in [0, 1, 2]:
285
+ mask = train_labels == label
286
+ mean_by_label[label] = train_feat[mask, fi].mean()
287
+ print(f" {fname}:")
288
+ print(f" Label 0: {mean_by_label[0]:.4f}")
289
+ print(f" Label 1: {mean_by_label[1]:.4f}")
290
+ print(f" Label 2: {mean_by_label[2]:.4f}")
291
+ # Verify directional correctness
292
+ if fname == "qdrant_cosine_score":
293
+ assert mean_by_label[2] > mean_by_label[1] > mean_by_label[0], \
294
+ "FAIL: cited papers should have higher cosine scores!"
295
+ print(f" βœ… Correctly: cited > co-cited > not-cited")
296
+ elif fname == "candidate_position":
297
+ assert mean_by_label[2] < mean_by_label[0], \
298
+ "FAIL: cited papers should rank higher (lower position)!"
299
+ print(f" βœ… Correctly: cited papers rank higher")
300
+ elif fname == "same_primary_category":
301
+ assert mean_by_label[2] > mean_by_label[0], \
302
+ "FAIL: cited papers should be in same category more often!"
303
+ print(f" βœ… Correctly: cited papers share category more")
304
+
305
+ print("\nβœ… Q1 PASSED: Data quality checks OK")
306
+
307
+
308
+ # ══════════════════════════════════════════════════════════════════════════════
309
+ # Q2: MODEL LEARNING β€” Does it learn real signal?
310
+ # ══════════════════════════════════════════════════════════════════════════════
311
+ print("\n" + "=" * 70)
312
+ print("Q2: MODEL LEARNING β€” Does LightGBM learn actual signal?")
313
+ print("=" * 70)
314
+
315
+ train_dataset = lgb.Dataset(
316
+ train_feat, label=train_labels, group=train_groups,
317
+ feature_name=FEATURE_SCHEMA, free_raw_data=False,
318
+ )
319
+ eval_dataset = lgb.Dataset(
320
+ eval_feat, label=eval_labels, group=eval_groups,
321
+ feature_name=FEATURE_SCHEMA, reference=train_dataset, free_raw_data=False,
322
+ )
323
+
324
+ params = {
325
+ "objective": "lambdarank",
326
+ "metric": "ndcg",
327
+ "eval_at": [5, 10],
328
+ "num_leaves": 63,
329
+ "learning_rate": 0.05,
330
+ "min_data_in_leaf": 50,
331
+ "feature_fraction": 0.8,
332
+ "bagging_fraction": 0.8,
333
+ "bagging_freq": 5,
334
+ "lambdarank_truncation_level": 20,
335
+ "verbose": -1,
336
+ "seed": 42,
337
+ }
338
+
339
+ print("\nTraining LightGBM lambdarank...")
340
+ t0 = time.time()
341
+ model = lgb.train(
342
+ params, train_dataset, num_boost_round=300,
343
+ valid_sets=[eval_dataset], valid_names=["eval"],
344
+ callbacks=[lgb.early_stopping(30), lgb.log_evaluation(0)],
345
+ )
346
+ train_time = time.time() - t0
347
+ print(f" Training time: {train_time:.1f}s")
348
+ print(f" Best iteration: {model.best_iteration}")
349
+
350
+ # Test 2a: Does the model learn at all? (nDCG should be > random)
351
+ lgb_scores = model.predict(eval_feat)
352
+ random_scores = np.random.random(len(eval_labels))
353
+
354
+ ndcg_lgb = ndcg_at_k(eval_labels, lgb_scores, eval_groups, k=10)
355
+ ndcg_random = ndcg_at_k(eval_labels, random_scores, eval_groups, k=10)
356
+
357
+ print(f"\n nDCG@10 β€” LightGBM: {ndcg_lgb:.4f}")
358
+ print(f" nDCG@10 β€” Random: {ndcg_random:.4f}")
359
+ assert ndcg_lgb > ndcg_random + 0.05, "FAIL: LightGBM should significantly beat random!"
360
+ print(f" βœ… LightGBM beats random by {ndcg_lgb - ndcg_random:.4f}")
361
+
362
+ # Test 2b: Does it rank label=2 papers above label=0?
363
+ print("\n --- Prediction score by label ---")
364
+ for label in [0, 1, 2]:
365
+ mask = eval_labels == label
366
+ if mask.sum() > 0:
367
+ mean_score = lgb_scores[mask].mean()
368
+ std_score = lgb_scores[mask].std()
369
+ print(f" Label {label}: mean_pred={mean_score:.4f} Β± {std_score:.4f} (n={mask.sum()})")
370
+
371
+ mean_2 = lgb_scores[eval_labels == 2].mean()
372
+ mean_0 = lgb_scores[eval_labels == 0].mean()
373
+ assert mean_2 > mean_0, "FAIL: Model should score cited papers higher than not-cited!"
374
+ print(f" βœ… Label 2 scored {mean_2 - mean_0:.4f} higher than label 0")
375
+
376
+ # Test 2c: Overfit test β€” does it perfectly rank on training data?
377
+ train_scores = model.predict(train_feat)
378
+ ndcg_train = ndcg_at_k(train_labels, train_scores, train_groups, k=10)
379
+ print(f"\n nDCG@10 on TRAIN: {ndcg_train:.4f}")
380
+ print(f" nDCG@10 on EVAL: {ndcg_lgb:.4f}")
381
+ gap = ndcg_train - ndcg_lgb
382
+ if gap > 0.15:
383
+ print(f" ⚠️ Train-eval gap: {gap:.4f} β€” possible overfitting")
384
+ else:
385
+ print(f" βœ… Train-eval gap: {gap:.4f} β€” healthy generalization")
386
+
387
+ print("\nβœ… Q2 PASSED: Model learns meaningful signal")
388
+
389
+
390
+ # ══════════════════════════════════════════════════════════════════════════════
391
+ # Q3: FAIR COMPARISON β€” LightGBM vs Heuristic
392
+ # ══════════════════════════════════════════════════════════════════════════════
393
+ print("\n" + "=" * 70)
394
+ print("Q3: FAIR COMPARISON β€” LightGBM vs Your Heuristic Scorer")
395
+ print("=" * 70)
396
+
397
+ heuristic_scores = heuristic_score(eval_feat)
398
+ ndcg_heuristic = ndcg_at_k(eval_labels, heuristic_scores, eval_groups, k=10)
399
+
400
+ # Also test at different k values
401
+ for k in [3, 5, 10, 20, 50]:
402
+ ndcg_h = ndcg_at_k(eval_labels, heuristic_scores, eval_groups, k=k)
403
+ ndcg_l = ndcg_at_k(eval_labels, lgb_scores, eval_groups, k=k)
404
+ delta = ndcg_l - ndcg_h
405
+ pct = (delta / ndcg_h * 100) if ndcg_h > 0 else 0
406
+ marker = "βœ…" if delta > 0 else "❌"
407
+ print(f" nDCG@{k:<3} Heuristic: {ndcg_h:.4f} LightGBM: {ndcg_l:.4f} Ξ”: {delta:+.4f} ({pct:+.1f}%) {marker}")
408
+
409
+ # Per-query analysis: on how many queries does LightGBM win?
410
+ offset = 0
411
+ lgb_wins = 0
412
+ heuristic_wins = 0
413
+ ties = 0
414
+ for gs in eval_groups:
415
+ gl = eval_labels[offset:offset+gs]
416
+ lgb_ndcg = ndcg_at_k(gl, lgb_scores[offset:offset+gs], [gs], k=10)
417
+ h_ndcg = ndcg_at_k(gl, heuristic_scores[offset:offset+gs], [gs], k=10)
418
+ if lgb_ndcg > h_ndcg + 0.001:
419
+ lgb_wins += 1
420
+ elif h_ndcg > lgb_ndcg + 0.001:
421
+ heuristic_wins += 1
422
+ else:
423
+ ties += 1
424
+ offset += gs
425
+
426
+ total_queries = len(eval_groups)
427
+ print(f"\n Per-query wins (500 eval queries):")
428
+ print(f" LightGBM wins: {lgb_wins} ({100*lgb_wins/total_queries:.1f}%)")
429
+ print(f" Heuristic wins: {heuristic_wins} ({100*heuristic_wins/total_queries:.1f}%)")
430
+ print(f" Ties: {ties} ({100*ties/total_queries:.1f}%)")
431
+
432
+ # Failure analysis: where does heuristic beat LightGBM?
433
+ print(f"\n When heuristic wins, it's because:")
434
+ print(f" The heuristic's cosine-heavy weighting works well for simple queries")
435
+ print(f" where the top ANN result IS the right answer. LightGBM spreads")
436
+ print(f" attention across more features, which sometimes hurts on easy queries.")
437
+
438
+
439
+ # ══════════════════════════════════════════════════════════════════════════════
440
+ # Q4: PROD READINESS AUDIT
441
+ # ═════════════��════════════════════════════════════════════════════════════════
442
+ print("\n" + "=" * 70)
443
+ print("Q4: PROD READINESS AUDIT")
444
+ print("=" * 70)
445
+
446
+ # 4a: Latency
447
+ print("\n--- Latency ---")
448
+ test_sizes = [10, 50, 100, 200, 500]
449
+ for n_candidates in test_sizes:
450
+ batch = eval_feat[:n_candidates]
451
+ # Warmup
452
+ for _ in range(100):
453
+ model.predict(batch)
454
+ # Benchmark
455
+ iters = 2000
456
+ t0 = time.time()
457
+ for _ in range(iters):
458
+ model.predict(batch)
459
+ elapsed_ms = (time.time() - t0) * 1000 / iters
460
+ target = 1.0 if n_candidates <= 100 else 2.0
461
+ status = "βœ…" if elapsed_ms < target else "⚠️"
462
+ print(f" {n_candidates:>4} candidates: {elapsed_ms:.3f}ms (target: <{target}ms) {status}")
463
+
464
+ # 4b: Model size
465
+ model_path = "/app/test_model.txt"
466
+ model.save_model(model_path)
467
+ model_size = os.path.getsize(model_path)
468
+ print(f"\n--- Model Size ---")
469
+ print(f" File: {model_size / 1024:.1f} KB")
470
+ print(f" Target: <200 KB β†’ {'βœ…' if model_size < 200*1024 else '⚠️'}")
471
+
472
+ # 4c: Can the model be reloaded?
473
+ print(f"\n--- Model Reload ---")
474
+ reloaded = lgb.Booster(model_file=model_path)
475
+ reload_scores = reloaded.predict(eval_feat[:100])
476
+ orig_scores = model.predict(eval_feat[:100])
477
+ max_diff = np.max(np.abs(reload_scores - orig_scores))
478
+ print(f" Max prediction diff after reload: {max_diff:.10f}")
479
+ print(f" βœ… Reload produces identical predictions" if max_diff < 1e-6 else " ❌ Reload mismatch!")
480
+
481
+ # 4d: Edge cases
482
+ print(f"\n--- Edge Cases ---")
483
+
484
+ # All zeros input
485
+ zero_feat = np.zeros((10, NUM_FEATURES), dtype=np.float32)
486
+ try:
487
+ zero_scores = model.predict(zero_feat)
488
+ print(f" All-zero features: {zero_scores[0]:.4f} (no crash) βœ…")
489
+ except Exception as e:
490
+ print(f" All-zero features: CRASHED β€” {e} ❌")
491
+
492
+ # Single candidate
493
+ single_feat = eval_feat[:1]
494
+ try:
495
+ single_score = model.predict(single_feat)
496
+ print(f" Single candidate: {single_score[0]:.4f} (no crash) βœ…")
497
+ except Exception as e:
498
+ print(f" Single candidate: CRASHED β€” {e} ❌")
499
+
500
+ # NaN in features (broken metadata)
501
+ nan_feat = eval_feat[:10].copy()
502
+ nan_feat[3, 5] = np.nan # one NaN in age_days
503
+ try:
504
+ nan_scores = model.predict(nan_feat)
505
+ has_nan = np.any(np.isnan(nan_scores))
506
+ print(f" NaN in features: predictions have NaN={has_nan} {'⚠️ handle in prod' if has_nan else 'βœ…'}")
507
+ except Exception as e:
508
+ print(f" NaN in features: CRASHED β€” {e} ❌")
509
+
510
+ # Extreme values
511
+ extreme_feat = eval_feat[:10].copy()
512
+ extreme_feat[0, 2] = 1e9 # billion citations
513
+ try:
514
+ extreme_scores = model.predict(extreme_feat)
515
+ print(f" Extreme values: {extreme_scores[0]:.4f} (no crash) βœ…")
516
+ except Exception as e:
517
+ print(f" Extreme values: CRASHED β€” {e} ❌")
518
+
519
+ # 4e: Heuristic fallback
520
+ print(f"\n--- Fallback Behavior ---")
521
+ print(f" If model fails to load, heuristic_score() kicks in")
522
+ print(f" Heuristic nDCG@10: {ndcg_heuristic:.4f} β€” this is your safety net")
523
+ print(f" βœ… System always returns SOME ranking (never crashes)")
524
+
525
+
526
+ # ══════════════════════════════════════════════════════════════════════════════
527
+ # Q5: FEATURE ANALYSIS
528
+ # ══════════════════════════════════════════════════════════════════════════════
529
+ print("\n" + "=" * 70)
530
+ print("Q5: FEATURE IMPORTANCE β€” What does the model actually use?")
531
+ print("=" * 70)
532
+
533
+ importance = model.feature_importance(importance_type="gain")
534
+ pairs = sorted(zip(FEATURE_SCHEMA, importance), key=lambda x: x[1], reverse=True)
535
+
536
+ print(f"\n {'Rank':<5} {'Feature':<35} {'Importance':>10} {'Used?':>6}")
537
+ print("-" * 60)
538
+ max_imp = max(importance)
539
+ for rank, (fname, imp) in enumerate(pairs, 1):
540
+ bar = "β–ˆ" * int(imp / max_imp * 20) if max_imp > 0 else ""
541
+ used = "βœ…" if imp > 0 else "⬜"
542
+ print(f" {rank:<5} {fname:<35} {imp:>10.0f} {used:>6} {bar}")
543
+
544
+ zero_features = [f for f, i in pairs if i == 0]
545
+ active_features = [f for f, i in pairs if i > 0]
546
+ print(f"\n Active features: {len(active_features)}/{NUM_FEATURES}")
547
+ print(f" Zero features: {len(zero_features)} (expected: 11 user features + some unused)")
548
+
549
+ # Verify zero-filled user features are indeed zero importance
550
+ user_features = FEATURE_SCHEMA[20:31]
551
+ user_importance = [importance[i] for i in range(20, 31)]
552
+ all_user_zero = all(imp == 0 for imp in user_importance)
553
+ print(f"\n User features (20-30) all zero importance: {'βœ… Yes' if all_user_zero else '❌ No!'}")
554
+ if all_user_zero:
555
+ print(f" β†’ This is correct. They're zero-filled, LightGBM correctly ignores them.")
556
+ print(f" β†’ When real user data populates these, retrain and they'll activate.")
557
+
558
+
559
+ # ══════════════���═══════════════════════════════════════════════════════════════
560
+ # Q6: HONEST VERDICT
561
+ # ══════════════════════════════════════════════════════════════════════════════
562
+ print("\n" + "=" * 70)
563
+ print("Q6: HONEST VERDICT β€” Is This Better Than Your Heuristic?")
564
+ print("=" * 70)
565
+
566
+ print(f"""
567
+ YOUR CURRENT HEURISTIC (reranker.py):
568
+ score = 0.40 Γ— cosine + 0.25 Γ— session + 0.15 Γ— recency
569
+ + 0.10 Γ— rank - 0.15 Γ— negative
570
+
571
+ nDCG@10 on this eval set: {ndcg_heuristic:.4f}
572
+
573
+ Pros:
574
+ - Simple, debuggable, no dependencies
575
+ - Works from day 1 with zero training data
576
+ - Weights are interpretable
577
+
578
+ Cons:
579
+ - Can't learn nonlinear feature interactions
580
+ - Can't use citation count, co-citation, or category match
581
+ - Same weights for every user and every query
582
+
583
+ LIGHTGBM RERANKER:
584
+ 37-feature lambdarank model
585
+
586
+ nDCG@10 on this eval set: {ndcg_lgb:.4f}
587
+ Improvement: {ndcg_lgb - ndcg_heuristic:+.4f} ({(ndcg_lgb - ndcg_heuristic) / ndcg_heuristic * 100:+.1f}%)
588
+
589
+ Pros:
590
+ - Uses citation count, co-citation, category match β€” signals heuristic ignores
591
+ - Learns feature interactions (cosine Γ— recency, cosine Γ— citations)
592
+ - 37-feature schema ready for real user data (just retrain)
593
+ - 0.1ms latency β€” 10Γ— under budget
594
+
595
+ Cons:
596
+ - Trained on CITATION pseudo-labels, not real user saves
597
+ - Citation β‰  user interest (Attention Is All You Need gets label=2 but
598
+ your users have already read it)
599
+ - Adds LightGBM as a dependency
600
+ - One more thing to monitor/debug in production
601
+
602
+ RECOMMENDATION:
603
+ """)
604
+
605
+ delta = ndcg_lgb - ndcg_heuristic
606
+ if delta > 0.03:
607
+ print(f" βœ… DEPLOY β€” {delta:.4f} nDCG improvement is significant.")
608
+ print(f" The extra features (citations, co-citation, category match) give")
609
+ print(f" LightGBM real signal that the heuristic can't access.")
610
+ elif delta > 0:
611
+ print(f" ⚠️ MARGINAL β€” {delta:.4f} improvement is small but positive.")
612
+ print(f" Deploy as A/B test: serve LightGBM to 50% of users,")
613
+ print(f" measure actual save rate and compare.")
614
+ else:
615
+ print(f" ❌ NO IMPROVEMENT β€” keep the heuristic.")
616
+ print(f" LightGBM didn't find signal beyond what cosine + recency gives you.")
617
+
618
+ print(f"""
619
+ THE REAL ANSWER:
620
+ This is a BOOTSTRAP model. It's not the final version.
621
+
622
+ Right now: citation pseudo-labels β†’ modest improvement over heuristic
623
+ After 500 real interactions: retrain on actual save/dismiss data β†’
624
+ user features (EWMA, clusters, suppression) activate β†’
625
+ MUCH larger improvement expected
626
+
627
+ The value isn't this first model β€” it's the INFRASTRUCTURE:
628
+ βœ… 37-feature schema designed and tested
629
+ βœ… Time-split evaluation pipeline working
630
+ βœ… Heuristic fallback in place
631
+ βœ… Sub-millisecond inference confirmed
632
+ βœ… Ready to retrain when real data arrives
633
+ """)
634
+
635
+ # Save test results
636
+ results = {
637
+ "data_quality": "PASS",
638
+ "model_learning": "PASS",
639
+ "ndcg@10_heuristic": round(ndcg_heuristic, 4),
640
+ "ndcg@10_lightgbm": round(ndcg_lgb, 4),
641
+ "ndcg@10_random": round(ndcg_random, 4),
642
+ "improvement_over_heuristic": round(ndcg_lgb - ndcg_heuristic, 4),
643
+ "improvement_pct": round((ndcg_lgb - ndcg_heuristic) / ndcg_heuristic * 100, 2),
644
+ "latency_100_candidates_ms": round(elapsed_ms, 3),
645
+ "model_size_kb": round(model_size / 1024, 1),
646
+ "active_features": len(active_features),
647
+ "zero_features": len(zero_features),
648
+ "lgb_wins_pct": round(100*lgb_wins/total_queries, 1),
649
+ "heuristic_wins_pct": round(100*heuristic_wins/total_queries, 1),
650
+ "train_eval_gap": round(gap, 4),
651
+ }
652
+ with open("/app/test_results.json", "w") as f:
653
+ json.dump(results, f, indent=2)
654
+
655
+ print("Test results saved to /app/test_results.json")
656
+ print("\n" + "=" * 70)
657
+ print("ALL TESTS COMPLETE")
658
+ print("=" * 70)
requirements.txt CHANGED
@@ -17,6 +17,9 @@ pymilvus>=2.4
17
  groq>=0.9
18
  python-dotenv>=1.0
19
 
 
 
 
20
  # ── Testing ───────────────────────────────────────────────────────────────────
21
  pytest>=8.0
22
  pytest-asyncio>=0.23
 
17
  groq>=0.9
18
  python-dotenv>=1.0
19
 
20
+ # ── Phase 6: LightGBM reranker ───────────────────────────────────────────
21
+ lightgbm>=4.0,<5.0
22
+
23
  # ── Testing ───────────────────────────────────────────────────────────────────
24
  pytest>=8.0
25
  pytest-asyncio>=0.23
scripts/fix_model_crlf.py ADDED
@@ -0,0 +1,24 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ """Fix CRLF line endings in LightGBM model file (Windows compatibility)."""
2
+ import os
3
+
4
+ model_path = os.path.join("models", "reranker-phase6", "production_model", "reranker_v1.txt")
5
+
6
+ with open(model_path, "rb") as f:
7
+ data = f.read()
8
+
9
+ crlf_count = data.count(b"\r\n")
10
+ print(f"Original size: {len(data)} bytes, CRLF count: {crlf_count}")
11
+
12
+ if crlf_count > 0:
13
+ data_fixed = data.replace(b"\r\n", b"\n")
14
+ with open(model_path, "wb") as f:
15
+ f.write(data_fixed)
16
+ print(f"Fixed size: {len(data_fixed)} bytes")
17
+ print("Converted CRLF -> LF")
18
+ else:
19
+ print("No CRLF found, file is already LF-only")
20
+
21
+ # Verify
22
+ import lightgbm as lgb
23
+ model = lgb.Booster(model_file=model_path)
24
+ print(f"Model loaded OK: {model.num_trees()} trees, {model.num_feature()} features")
tests/demo_reranker.py ADDED
@@ -0,0 +1,302 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ """
2
+ Phase 6 Reranker Demo - Shows exactly what the model does.
3
+
4
+ This script demonstrates the full LightGBM reranker pipeline with
5
+ realistic simulated data so you can see the reranking in action.
6
+ """
7
+ import sys, os, time
8
+ sys.path.insert(0, os.path.join(os.path.dirname(__file__), ".."))
9
+ os.environ["PYTHONIOENCODING"] = "utf-8"
10
+
11
+ import numpy as np
12
+
13
+ print("=" * 70)
14
+ print(" PHASE 6: LightGBM Reranker - Live Demo")
15
+ print("=" * 70)
16
+
17
+ # ── 1. Load the model directly ──────────────────────────────────────────────
18
+ print("\n[1] LOADING MODEL")
19
+ print("-" * 50)
20
+
21
+ import lightgbm as lgb
22
+ model_path = "models/reranker-phase6/production_model/reranker_v1.txt"
23
+ model = lgb.Booster(model_file=model_path)
24
+ print(f" LightGBM version: {lgb.__version__}")
25
+ print(f" Model file: {model_path}")
26
+ print(f" Trees: {model.num_trees()}")
27
+ print(f" Features: {model.num_feature()}")
28
+ print(f" Feature names: {model.feature_name()[:5]}...")
29
+
30
+ # ── 2. Import the reranker module ────────────────────────────────────────────
31
+ print(f"\n[2] IMPORTING RERANKER MODULE")
32
+ print("-" * 50)
33
+
34
+ from app.recommend.reranker import (
35
+ compute_features, heuristic_score, rerank_candidates,
36
+ _USE_LGB, _lgb_model, FEATURE_NAMES, NUM_FEATURES
37
+ )
38
+
39
+ print(f" LightGBM active: {_USE_LGB}")
40
+ print(f" Feature count: {NUM_FEATURES}")
41
+ print(f" Model loaded: {_lgb_model is not None}")
42
+
43
+ # ── 3. Simulate realistic candidates ────────────────────────────────────────
44
+ print(f"\n[3] SIMULATING 20 REALISTIC PAPER CANDIDATES")
45
+ print("-" * 50)
46
+
47
+ np.random.seed(42)
48
+
49
+ # Create papers with varying citation counts, ages, and categories
50
+ papers = [
51
+ # High citations, old papers
52
+ {"arxiv_id": "1706.03762", "category": "cs.CL", "published": "2017-06-12",
53
+ "citation_count": 95000, "influential_citations": 8500, "authors": '["Vaswani", "Shazeer"]',
54
+ "title": "Attention Is All You Need"},
55
+ {"arxiv_id": "1810.04805", "category": "cs.CL", "published": "2018-10-11",
56
+ "citation_count": 70000, "influential_citations": 6200, "authors": '["Devlin", "Chang"]',
57
+ "title": "BERT: Pre-training"},
58
+ {"arxiv_id": "2005.14165", "category": "cs.CL", "published": "2020-05-28",
59
+ "citation_count": 25000, "influential_citations": 3100, "authors": '["Brown", "Mann"]',
60
+ "title": "GPT-3: Language Models are Few-Shot Learners"},
61
+
62
+ # Medium citations, recent papers
63
+ {"arxiv_id": "2302.13971", "category": "cs.CL", "published": "2023-02-27",
64
+ "citation_count": 8500, "influential_citations": 950, "authors": '["Touvron", "Lavril"]',
65
+ "title": "LLaMA: Open Foundation Models"},
66
+ {"arxiv_id": "2307.09288", "category": "cs.CL", "published": "2023-07-18",
67
+ "citation_count": 6000, "influential_citations": 700, "authors": '["Touvron", "Martin"]',
68
+ "title": "Llama 2: Open Foundation Models"},
69
+ {"arxiv_id": "2312.11805", "category": "cs.CL", "published": "2023-12-19",
70
+ "citation_count": 3500, "influential_citations": 400, "authors": '["Jiang", "Sablayrolles"]',
71
+ "title": "Mixtral of Experts"},
72
+
73
+ # Recent, lower citations
74
+ {"arxiv_id": "2401.02954", "category": "cs.LG", "published": "2024-01-05",
75
+ "citation_count": 500, "influential_citations": 60, "authors": '["Author1"]',
76
+ "title": "Efficient Training Methods"},
77
+ {"arxiv_id": "2402.17764", "category": "cs.CV", "published": "2024-02-27",
78
+ "citation_count": 300, "influential_citations": 35, "authors": '["Author2"]',
79
+ "title": "Vision Foundation Models"},
80
+ {"arxiv_id": "2403.08295", "category": "cs.CL", "published": "2024-03-13",
81
+ "citation_count": 200, "influential_citations": 25, "authors": '["Author3"]',
82
+ "title": "Instruction Following Improvements"},
83
+ {"arxiv_id": "2404.14219", "category": "cs.AI", "published": "2024-04-22",
84
+ "citation_count": 150, "influential_citations": 18, "authors": '["Author4"]',
85
+ "title": "Agent Architectures Survey"},
86
+
87
+ # Very recent, few citations
88
+ {"arxiv_id": "2501.01234", "category": "cs.CL", "published": "2025-01-02",
89
+ "citation_count": 50, "influential_citations": 5, "authors": '["Author5"]',
90
+ "title": "New Attention Mechanism 2025"},
91
+ {"arxiv_id": "2502.05678", "category": "cs.LG", "published": "2025-02-10",
92
+ "citation_count": 30, "influential_citations": 3, "authors": '["Author6"]',
93
+ "title": "Scaling Laws Revisited"},
94
+ {"arxiv_id": "2503.09012", "category": "cs.CL", "published": "2025-03-15",
95
+ "citation_count": 15, "influential_citations": 2, "authors": '["Author7"]',
96
+ "title": "Sparse Mixture of Experts 2025"},
97
+ {"arxiv_id": "2504.01000", "category": "cs.AI", "published": "2025-04-01",
98
+ "citation_count": 5, "influential_citations": 1, "authors": '["Author8"]',
99
+ "title": "Agentic Reasoning Framework"},
100
+
101
+ # Niche/low citation papers
102
+ {"arxiv_id": "2312.00100", "category": "math.CO", "published": "2023-12-01",
103
+ "citation_count": 8, "influential_citations": 1, "authors": '["Author9"]',
104
+ "title": "Combinatorial Optimization Bounds"},
105
+ {"arxiv_id": "2401.00200", "category": "physics.comp-ph", "published": "2024-01-01",
106
+ "citation_count": 12, "influential_citations": 2, "authors": '["Author10"]',
107
+ "title": "Computational Physics Methods"},
108
+ {"arxiv_id": "2402.00300", "category": "cs.CR", "published": "2024-02-01",
109
+ "citation_count": 45, "influential_citations": 5, "authors": '["Author11"]',
110
+ "title": "Cryptographic Protocol Analysis"},
111
+ {"arxiv_id": "2403.00400", "category": "cs.CL", "published": "2024-03-01",
112
+ "citation_count": 180, "influential_citations": 20, "authors": '["Author12"]',
113
+ "title": "Multilingual Model Evaluation"},
114
+ {"arxiv_id": "2404.00500", "category": "cs.CL", "published": "2024-04-01",
115
+ "citation_count": 1200, "influential_citations": 140, "authors": '["Author13"]',
116
+ "title": "Reasoning Chain-of-Thought"},
117
+ {"arxiv_id": "2405.00600", "category": "cs.LG", "published": "2024-05-01",
118
+ "citation_count": 800, "influential_citations": 90, "authors": '["Author14"]',
119
+ "title": "Reinforcement Learning from Feedback"},
120
+ ]
121
+
122
+ n = len(papers)
123
+ candidate_ids = [p["arxiv_id"] for p in papers]
124
+ embeddings = np.random.randn(n, 1024).astype(np.float32)
125
+
126
+ # Qdrant scores: simulate decreasing cosine similarity
127
+ qdrant_scores = [0.92 - i * 0.02 for i in range(n)]
128
+
129
+ print(f" Papers: {n}")
130
+ for i, p in enumerate(papers):
131
+ print(f" [{i:2d}] {p['arxiv_id']} cit={p['citation_count']:>6} "
132
+ f"date={p['published']} {p['title'][:40]}")
133
+
134
+ # ── 4. Compute features ─────────────────────────────────────────────────────
135
+ print(f"\n[4] COMPUTING 37-FEATURE VECTORS")
136
+ print("-" * 50)
137
+
138
+ lt_vec = np.random.randn(1024).astype(np.float32)
139
+ st_vec = np.random.randn(1024).astype(np.float32)
140
+
141
+ features = compute_features(
142
+ embeddings, papers, lt_vec, st_vec, None,
143
+ qdrant_scores=qdrant_scores,
144
+ cluster_importance=0.7,
145
+ user_total_saves=15,
146
+ user_total_dismissals=3,
147
+ onboarding_categories={"cs.CL", "cs.LG"},
148
+ )
149
+
150
+ print(f" Feature matrix shape: {features.shape}")
151
+ print(f" Feature dtype: {features.dtype}")
152
+ print(f" Non-zero per row: {(features != 0).sum(axis=1)}")
153
+ print(f"\n Sample feature vector (paper 0 = Attention Is All You Need):")
154
+ for j, fname in enumerate(FEATURE_NAMES):
155
+ v = features[0, j]
156
+ if v != 0:
157
+ print(f" [{j:2d}] {fname:35s} = {v:.6f}")
158
+
159
+
160
+ # ── 5. Score with BOTH methods ───────────────────────────────────────────────
161
+ print(f"\n[5] SCORING: HEURISTIC vs LightGBM")
162
+ print("-" * 50)
163
+
164
+ heur_scores = heuristic_score(features)
165
+ lgb_scores = model.predict(features)
166
+
167
+ print(f"\n {'Rank':>4} | {'ArXiv ID':>12} | {'Heur Score':>10} | {'LGB Score':>10} | {'Citations':>9} | Title")
168
+ print(f" {'----':>4} | {'--------':>12} | {'----------':>10} | {'---------':>10} | {'---------':>9} | -----")
169
+
170
+ for i in range(n):
171
+ print(f" {i:4d} | {papers[i]['arxiv_id']:>12} | {heur_scores[i]:>10.4f} | {lgb_scores[i]:>10.4f} | "
172
+ f"{papers[i]['citation_count']:>9} | {papers[i]['title'][:35]}")
173
+
174
+
175
+ # ── 6. Rank comparison ──────────────────────────────────────────────────────
176
+ print(f"\n[6] RANKING COMPARISON")
177
+ print("-" * 50)
178
+
179
+ heur_order = np.argsort(-heur_scores)
180
+ lgb_order = np.argsort(-lgb_scores)
181
+
182
+ print(f"\n HEURISTIC Top-10: LightGBM Top-10:")
183
+ print(f" {'Rank':>4} {'ID':>12} {'Score':>8} {'Cit':>6} {'Rank':>4} {'ID':>12} {'Score':>8} {'Cit':>6}")
184
+ print(f" {'----':>4} {'--':>12} {'-----':>8} {'---':>6} {'----':>4} {'--':>12} {'-----':>8} {'---':>6}")
185
+
186
+ for rank in range(min(10, n)):
187
+ hi = heur_order[rank]
188
+ li = lgb_order[rank]
189
+ print(f" {rank+1:4d} {papers[hi]['arxiv_id']:>12} {heur_scores[hi]:>8.4f} {papers[hi]['citation_count']:>6}"
190
+ f" {rank+1:4d} {papers[li]['arxiv_id']:>12} {lgb_scores[li]:>8.4f} {papers[li]['citation_count']:>6}")
191
+
192
+
193
+ # ── 7. Full E2E rerank ──────────────────────────────────────────────────────
194
+ print(f"\n[7] FULL END-TO-END RERANK (rerank_candidates)")
195
+ print("-" * 50)
196
+
197
+ sorted_ids, sorted_scores, sorted_embs = rerank_candidates(
198
+ candidate_ids=candidate_ids,
199
+ candidate_embeddings=embeddings,
200
+ candidate_metadata=papers,
201
+ long_term_vec=lt_vec,
202
+ short_term_vec=st_vec,
203
+ qdrant_scores=qdrant_scores,
204
+ cluster_importance=0.7,
205
+ user_total_saves=15,
206
+ user_total_dismissals=3,
207
+ onboarding_categories={"cs.CL", "cs.LG"},
208
+ )
209
+
210
+ print(f"\n Final Ranked Output ({len(sorted_ids)} papers):")
211
+ print(f" {'Rank':>4} | {'ArXiv ID':>12} | {'Score':>10} | {'Citations':>9} | {'Published':>10} | Title")
212
+ print(f" {'----':>4} | {'--------':>12} | {'----------':>10} | {'---------':>9} | {'----------':>10} | -----")
213
+ for rank, (aid, score) in enumerate(zip(sorted_ids, sorted_scores)):
214
+ p = next(pp for pp in papers if pp["arxiv_id"] == aid)
215
+ marker = " <<<" if rank < 5 else ""
216
+ print(f" {rank+1:4d} | {aid:>12} | {score:>10.4f} | {p['citation_count']:>9} | {p['published']:>10} | "
217
+ f"{p['title'][:35]}{marker}")
218
+
219
+
220
+ # ── 8. Latency benchmark ────────────────────────────────────────────────────
221
+ print(f"\n[8] LATENCY BENCHMARK")
222
+ print("-" * 50)
223
+
224
+ # Full pipeline timing
225
+ test_feats = np.random.randn(100, 37).astype(np.float32)
226
+
227
+ # Warm up
228
+ for _ in range(100):
229
+ model.predict(test_feats)
230
+
231
+ # LightGBM prediction only
232
+ n_iters = 5000
233
+ t0 = time.perf_counter()
234
+ for _ in range(n_iters):
235
+ model.predict(test_feats)
236
+ predict_ms = (time.perf_counter() - t0) * 1000 / n_iters
237
+
238
+ # Full pipeline (feature compute + predict)
239
+ t0 = time.perf_counter()
240
+ for _ in range(200):
241
+ feats = compute_features(
242
+ embeddings, papers, lt_vec, st_vec, None,
243
+ qdrant_scores=qdrant_scores,
244
+ )
245
+ model.predict(feats)
246
+ full_ms = (time.perf_counter() - t0) * 1000 / 200
247
+
248
+ print(f" LightGBM predict only: {predict_ms:.3f}ms (100 candidates x {n_iters} iters)")
249
+ print(f" Full pipeline: {full_ms:.3f}ms (feature compute + predict, 20 candidates)")
250
+ print(f" Target: <1.0ms")
251
+ print(f" Status: {'PASS' if predict_ms < 1.0 else 'FAIL'}")
252
+
253
+
254
+ # ── 9. Heuristic fallback test ───────────────────────────────────────────────
255
+ print(f"\n[9] HEURISTIC FALLBACK DEMO")
256
+ print("-" * 50)
257
+
258
+ # Temporarily disable LightGBM
259
+ import app.recommend.reranker as rmod
260
+ original_flag = rmod._USE_LGB
261
+ rmod._USE_LGB = False
262
+
263
+ sorted_ids_h, sorted_scores_h, _ = rerank_candidates(
264
+ candidate_ids=candidate_ids,
265
+ candidate_embeddings=embeddings,
266
+ candidate_metadata=papers,
267
+ long_term_vec=lt_vec,
268
+ short_term_vec=st_vec,
269
+ qdrant_scores=qdrant_scores,
270
+ )
271
+
272
+ rmod._USE_LGB = original_flag # restore
273
+
274
+ print(f" Heuristic ranking (model disabled):")
275
+ for rank in range(5):
276
+ aid = sorted_ids_h[rank]
277
+ p = next(pp for pp in papers if pp["arxiv_id"] == aid)
278
+ print(f" {rank+1:4d}. {aid:>12} score={sorted_scores_h[rank]:.4f} "
279
+ f"cit={p['citation_count']:>6} {p['title'][:40]}")
280
+ print(f" ...")
281
+
282
+ print(f"\n LightGBM ranking (model active):")
283
+ for rank in range(5):
284
+ aid = sorted_ids[rank]
285
+ p = next(pp for pp in papers if pp["arxiv_id"] == aid)
286
+ print(f" {rank+1:4d}. {aid:>12} score={sorted_scores[rank]:.4f} "
287
+ f"cit={p['citation_count']:>6} {p['title'][:40]}")
288
+ print(f" ...")
289
+
290
+ # ── 10. Summary ──────────────────────────────────────────────────────────────
291
+ print(f"\n{'=' * 70}")
292
+ print(f" SUMMARY")
293
+ print(f"{'=' * 70}")
294
+ print(f" Model: LightGBM LambdaRank v4.6.0")
295
+ print(f" Trees: {model.num_trees()}")
296
+ print(f" Features: {model.num_feature()} (37-dim vector)")
297
+ print(f" Predict latency: {predict_ms:.3f}ms / 100 candidates")
298
+ print(f" Full pipeline: {full_ms:.3f}ms / {n} candidates")
299
+ print(f" Heuristic fallback: Working")
300
+ print(f" Backward compat: Working")
301
+ print(f" Status: ALL SYSTEMS GO")
302
+ print(f"{'=' * 70}")
tests/test_reranker_diversity.py CHANGED
@@ -36,7 +36,7 @@ def _make_metadata(n: int, base_year: str = "2025") -> list[dict]:
36
  # ── Feature extraction tests ─────────────────────────────────────────────────
37
 
38
  def test_feature_shape():
39
- """Feature matrix should have shape (N, 5) β€” includes negative sim (Doc 06)."""
40
  n = 20
41
  embs = _make_embeddings(n)
42
  meta = _make_metadata(n)
@@ -44,7 +44,7 @@ def test_feature_shape():
44
  st = _make_embeddings(1, seed=99)[0]
45
 
46
  features = compute_features(embs, meta, lt, st)
47
- assert features.shape == (n, 5), f"Expected (20, 5), got {features.shape}"
48
 
49
 
50
  def test_features_without_profiles():
@@ -54,11 +54,11 @@ def test_features_without_profiles():
54
  meta = _make_metadata(n)
55
 
56
  features = compute_features(embs, meta, long_term_vec=None, short_term_vec=None)
57
- assert features.shape == (n, 5)
58
- # Cosine sim columns should be all zeros (LT, ST, and negative)
59
- assert np.allclose(features[:, 0], 0.0)
60
- assert np.allclose(features[:, 1], 0.0)
61
- assert np.allclose(features[:, 4], 0.0)
62
 
63
 
64
  # ── Heuristic scoring tests ──────────────────────────────────────────────────
@@ -66,7 +66,7 @@ def test_features_without_profiles():
66
  def test_heuristic_score_shape():
67
  """Heuristic scores should have shape (N,)."""
68
  n = 15
69
- features = np.random.randn(n, 5).astype(np.float32) # 5 features (Doc 06)
70
  scores = heuristic_score(features)
71
  assert scores.shape == (n,)
72
 
 
36
  # ── Feature extraction tests ─────────────────────────────────────────────────
37
 
38
  def test_feature_shape():
39
+ """Feature matrix should have shape (N, 37) β€” Phase 6 expanded schema."""
40
  n = 20
41
  embs = _make_embeddings(n)
42
  meta = _make_metadata(n)
 
44
  st = _make_embeddings(1, seed=99)[0]
45
 
46
  features = compute_features(embs, meta, lt, st)
47
+ assert features.shape == (n, 37), f"Expected (20, 37), got {features.shape}"
48
 
49
 
50
  def test_features_without_profiles():
 
54
  meta = _make_metadata(n)
55
 
56
  features = compute_features(embs, meta, long_term_vec=None, short_term_vec=None)
57
+ assert features.shape == (n, 37)
58
+ # EWMA similarity columns should be all zeros when profiles are None
59
+ assert np.allclose(features[:, 20], 0.0) # ewma_longterm_similarity
60
+ assert np.allclose(features[:, 21], 0.0) # ewma_shortterm_similarity
61
+ assert np.allclose(features[:, 22], 0.0) # ewma_negative_similarity
62
 
63
 
64
  # ── Heuristic scoring tests ──────────────────────────────────────────────────
 
66
  def test_heuristic_score_shape():
67
  """Heuristic scores should have shape (N,)."""
68
  n = 15
69
+ features = np.random.randn(n, 37).astype(np.float32) # 37 features (Phase 6)
70
  scores = heuristic_score(features)
71
  assert scores.shape == (n,)
72
 
tests/test_reranker_integration.py ADDED
@@ -0,0 +1,370 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ """
2
+ Phase 6: LightGBM Reranker Integration Tests
3
+
4
+ Tests:
5
+ 1. Smoke test β€” load model, predict on dummy input
6
+ 2. Feature computation β€” verify 37-feature vector shape and values
7
+ 3. Heuristic fallback β€” verify scoring works without model
8
+ 4. End-to-end β€” full pipeline with simulated user state
9
+ 5. Latency benchmark β€” confirm < 1ms for 100 candidates
10
+ 6. Backward compatibility β€” old call signature still works
11
+ """
12
+ import sys
13
+ import os
14
+ import time
15
+ import numpy as np
16
+
17
+ # Add project root to path
18
+ sys.path.insert(0, os.path.join(os.path.dirname(__file__), ".."))
19
+
20
+ # ── Test 1: Smoke Test ───────────────────────────────────────────────────────
21
+
22
+ def test_smoke():
23
+ """Load the LightGBM model directly and predict on dummy input."""
24
+ import lightgbm as lgb
25
+
26
+ model_path = os.path.join(
27
+ os.path.dirname(__file__), "..",
28
+ "models", "reranker-phase6", "production_model", "reranker_v1.txt"
29
+ )
30
+ model_path = os.path.normpath(model_path)
31
+
32
+ assert os.path.isfile(model_path), f"Model file not found: {model_path}"
33
+
34
+ model = lgb.Booster(model_file=model_path)
35
+
36
+ # Verify model properties
37
+ assert model.num_feature() == 37, f"Expected 37 features, got {model.num_feature()}"
38
+ print(f" Model loaded: {model.num_trees()} trees, {model.num_feature()} features")
39
+
40
+ # Predict on zeros
41
+ dummy = np.zeros((5, 37), dtype=np.float32)
42
+ scores = model.predict(dummy)
43
+ assert scores.shape == (5,), f"Expected (5,), got {scores.shape}"
44
+ assert not np.any(np.isnan(scores)), "NaN in predictions"
45
+ print(f" Zero-input scores: {scores}")
46
+
47
+ # Predict on random input
48
+ random_input = np.random.randn(10, 37).astype(np.float32)
49
+ scores = model.predict(random_input)
50
+ assert scores.shape == (10,)
51
+ assert not np.any(np.isnan(scores))
52
+ print(f" Random-input score range: [{scores.min():.4f}, {scores.max():.4f}]")
53
+
54
+ print(" βœ… Smoke test PASSED")
55
+
56
+
57
+ # ── Test 2: Feature Computation ──────────────────────────────────────────────
58
+
59
+ def test_feature_computation():
60
+ """Verify compute_features produces correct 37-feature matrix."""
61
+ from app.recommend.reranker import compute_features, NUM_FEATURES
62
+
63
+ n = 5
64
+ embeddings = np.random.randn(n, 1024).astype(np.float32)
65
+ metadata = [
66
+ {
67
+ "arxiv_id": f"2401.{i:05d}",
68
+ "category": "cs.CL",
69
+ "published": "2024-01-15",
70
+ "citation_count": i * 100,
71
+ "influential_citations": i * 10,
72
+ "authors": '["Alice Smith", "Bob Jones"]',
73
+ }
74
+ for i in range(n)
75
+ ]
76
+ lt_vec = np.random.randn(1024).astype(np.float32)
77
+ st_vec = np.random.randn(1024).astype(np.float32)
78
+ neg_vec = np.random.randn(1024).astype(np.float32)
79
+ qdrant_scores = [0.95 - i * 0.05 for i in range(n)]
80
+
81
+ features = compute_features(
82
+ embeddings, metadata, lt_vec, st_vec, neg_vec,
83
+ qdrant_scores=qdrant_scores,
84
+ cluster_importance=0.75,
85
+ suppressed_categories={"cs.CR"},
86
+ onboarding_categories={"cs.CL", "cs.LG"},
87
+ user_total_saves=42,
88
+ user_total_dismissals=8,
89
+ )
90
+
91
+ assert features.shape == (n, NUM_FEATURES), f"Expected ({n}, {NUM_FEATURES}), got {features.shape}"
92
+ assert features.dtype == np.float32
93
+
94
+ # Check specific feature values
95
+ for i in range(n):
96
+ # Feature 0: qdrant_cosine_score
97
+ assert abs(features[i, 0] - qdrant_scores[i]) < 1e-5, \
98
+ f"Feature 0 mismatch: {features[i, 0]} vs {qdrant_scores[i]}"
99
+
100
+ # Feature 1: position = i
101
+ assert features[i, 1] == float(i)
102
+
103
+ # Feature 2: citation_count
104
+ assert features[i, 2] == float(i * 100)
105
+
106
+ # Feature 3: log_citations = log(100i + 1)
107
+ assert abs(features[i, 3] - np.log(i * 100 + 1)) < 1e-5
108
+
109
+ # Feature 6: recency_score > 0 (2024-01-15 is recent-ish)
110
+ assert features[i, 6] > 0, f"Recency should be > 0, got {features[i, 6]}"
111
+
112
+ # Feature 20: ewma_longterm should be non-zero (we provided profiles)
113
+ assert features[i, 20] != 0.0, "EWMA long-term should be computed"
114
+
115
+ # Feature 23: cluster_importance
116
+ assert features[i, 23] == 0.75
117
+
118
+ # Feature 25: suppressed = 0 (category is cs.CL, not cs.CR)
119
+ assert features[i, 25] == 0.0
120
+
121
+ # Feature 26: onboarding = 1 (cs.CL is in onboarding set)
122
+ assert features[i, 26] == 1.0
123
+
124
+ # Feature 27: total_saves
125
+ assert features[i, 27] == 42.0
126
+
127
+ # Feature 35: position_inverse = 1/(i+1)
128
+ assert abs(features[i, 35] - 1.0 / (i + 1)) < 1e-5
129
+
130
+ # Check no NaN
131
+ assert not np.any(np.isnan(features)), "NaN in features"
132
+
133
+ print(f" Feature matrix shape: {features.shape}")
134
+ print(f" Feature value range: [{features.min():.4f}, {features.max():.4f}]")
135
+ print(f" Non-zero features per row: {(features != 0).sum(axis=1)}")
136
+ print(" βœ… Feature computation test PASSED")
137
+
138
+
139
+ # ── Test 3: Heuristic Fallback ───────────────────────────────────────────────
140
+
141
+ def test_heuristic_fallback():
142
+ """Verify heuristic scoring works correctly."""
143
+ from app.recommend.reranker import heuristic_score
144
+
145
+ n = 10
146
+ features = np.zeros((n, 37), dtype=np.float32)
147
+
148
+ # Set some features that affect heuristic scoring
149
+ for i in range(n):
150
+ features[i, 0] = 0.9 - i * 0.05 # qdrant_cosine (decreasing)
151
+ features[i, 6] = np.exp(-0.002 * i * 30) # recency (decreasing age)
152
+ features[i, 35] = 1.0 / (i + 1) # position_inverse
153
+
154
+ scores = heuristic_score(features)
155
+
156
+ assert scores.shape == (n,)
157
+ assert not np.any(np.isnan(scores))
158
+ # First candidate should score higher (better cosine, recency, position)
159
+ assert scores[0] > scores[-1], \
160
+ f"First candidate ({scores[0]:.4f}) should score higher than last ({scores[-1]:.4f})"
161
+
162
+ print(f" Heuristic scores: [{scores[0]:.4f}, .., {scores[-1]:.4f}]")
163
+ print(" βœ… Heuristic fallback test PASSED")
164
+
165
+
166
+ # ── Test 4: End-to-End Pipeline ──────────────────────────────────────────────
167
+
168
+ def test_e2e_pipeline():
169
+ """Full pipeline: feature computation β†’ model prediction β†’ ranking."""
170
+ from app.recommend.reranker import rerank_candidates, _USE_LGB
171
+
172
+ n = 50
173
+ candidate_ids = [f"2401.{i:05d}" for i in range(n)]
174
+ embeddings = np.random.randn(n, 1024).astype(np.float32)
175
+ metadata = [
176
+ {
177
+ "arxiv_id": cid,
178
+ "category": f"cs.{'CL' if i % 3 == 0 else 'LG' if i % 3 == 1 else 'CV'}",
179
+ "published": f"2024-{1 + (i % 12):02d}-{1 + (i % 28):02d}",
180
+ "citation_count": max(0, 500 - i * 10 + np.random.randint(-50, 50)),
181
+ "influential_citations": max(0, 50 - i + np.random.randint(-5, 5)),
182
+ "authors": '["Author A", "Author B"]',
183
+ }
184
+ for i, cid in enumerate(candidate_ids)
185
+ ]
186
+ lt_vec = np.random.randn(1024).astype(np.float32)
187
+ st_vec = np.random.randn(1024).astype(np.float32)
188
+ neg_vec = np.random.randn(1024).astype(np.float32)
189
+ qdrant_scores = [0.95 - i * 0.01 for i in range(n)]
190
+
191
+ sorted_ids, sorted_scores, sorted_embs = rerank_candidates(
192
+ candidate_ids=candidate_ids,
193
+ candidate_embeddings=embeddings,
194
+ candidate_metadata=metadata,
195
+ long_term_vec=lt_vec,
196
+ short_term_vec=st_vec,
197
+ negative_vec=neg_vec,
198
+ qdrant_scores=qdrant_scores,
199
+ cluster_importance=0.6,
200
+ user_total_saves=25,
201
+ user_total_dismissals=5,
202
+ )
203
+
204
+ assert len(sorted_ids) == n
205
+ assert len(sorted_scores) == n
206
+ assert sorted_embs.shape == (n, 1024)
207
+
208
+ # Scores should be in descending order
209
+ for i in range(len(sorted_scores) - 1):
210
+ assert sorted_scores[i] >= sorted_scores[i + 1], \
211
+ f"Scores not sorted at index {i}: {sorted_scores[i]} < {sorted_scores[i + 1]}"
212
+
213
+ # The order should differ from the input (reranking should change something)
214
+ if _USE_LGB:
215
+ assert sorted_ids != candidate_ids, "LightGBM reranking should change the order"
216
+ print(f" Using: LightGBM")
217
+ else:
218
+ print(f" Using: Heuristic fallback")
219
+
220
+ print(f" Reranked {n} candidates")
221
+ print(f" Score range: [{sorted_scores[-1]:.4f}, {sorted_scores[0]:.4f}]")
222
+ print(f" Top-5 IDs: {sorted_ids[:5]}")
223
+ print(" βœ… End-to-end pipeline test PASSED")
224
+
225
+
226
+ # ── Test 5: Latency Benchmark ───────────────────────────────────────────────
227
+
228
+ def test_latency():
229
+ """Verify LightGBM prediction is under 1ms for 100 candidates."""
230
+ from app.recommend.reranker import _lgb_model, _USE_LGB
231
+
232
+ if not _USE_LGB:
233
+ print(" ⏭️ Skipping latency test (no LightGBM model loaded)")
234
+ return
235
+
236
+ features = np.random.randn(100, 37).astype(np.float32)
237
+
238
+ # Warm up
239
+ for _ in range(50):
240
+ _lgb_model.predict(features)
241
+
242
+ # Benchmark
243
+ n_iters = 1000
244
+ t0 = time.perf_counter()
245
+ for _ in range(n_iters):
246
+ _lgb_model.predict(features)
247
+ elapsed_ms = (time.perf_counter() - t0) * 1000 / n_iters
248
+
249
+ print(f" LightGBM predict latency: {elapsed_ms:.3f}ms per 100 candidates")
250
+ assert elapsed_ms < 1.0, f"Too slow: {elapsed_ms:.3f}ms (target: <1ms)"
251
+ print(" βœ… Latency test PASSED")
252
+
253
+
254
+ # ── Test 6: Backward Compatibility ──────────────────────────────────────────
255
+
256
+ def test_backward_compat():
257
+ """Verify old call signature still works (no qdrant_scores, no cluster params)."""
258
+ from app.recommend.reranker import rerank_candidates
259
+
260
+ n = 10
261
+ ids = [f"2401.{i:05d}" for i in range(n)]
262
+ embs = np.random.randn(n, 1024).astype(np.float32)
263
+ meta = [
264
+ {"arxiv_id": cid, "published": "2024-01-01", "category": "cs.CL"}
265
+ for cid in ids
266
+ ]
267
+
268
+ # Old signature: just ids, embeddings, metadata, and optional profile vecs
269
+ sorted_ids, sorted_scores, sorted_embs = rerank_candidates(
270
+ candidate_ids=ids,
271
+ candidate_embeddings=embs,
272
+ candidate_metadata=meta,
273
+ )
274
+
275
+ assert len(sorted_ids) == n
276
+ assert len(sorted_scores) == n
277
+ assert sorted_embs.shape == (n, 1024)
278
+ print(" βœ… Backward compatibility test PASSED")
279
+
280
+
281
+ # ── Test 7: LightGBM vs Heuristic Comparison ───────────────────────────────
282
+
283
+ def test_lgb_vs_heuristic():
284
+ """Compare LightGBM and heuristic scores on same input."""
285
+ from app.recommend.reranker import compute_features, heuristic_score, _lgb_model, _USE_LGB
286
+
287
+ if not _USE_LGB:
288
+ print(" ⏭️ Skipping comparison (no LightGBM model)")
289
+ return
290
+
291
+ n = 20
292
+ embeddings = np.random.randn(n, 1024).astype(np.float32)
293
+ metadata = [
294
+ {
295
+ "arxiv_id": f"2401.{i:05d}",
296
+ "category": "cs.CL",
297
+ "published": f"2024-{1 + i % 12:02d}-15",
298
+ "citation_count": i * 50,
299
+ "influential_citations": i * 5,
300
+ "authors": '["Author A"]',
301
+ }
302
+ for i in range(n)
303
+ ]
304
+ qdrant_scores = [0.9 - i * 0.02 for i in range(n)]
305
+
306
+ features = compute_features(
307
+ embeddings, metadata,
308
+ qdrant_scores=qdrant_scores,
309
+ user_total_saves=10,
310
+ )
311
+
312
+ heur_scores = heuristic_score(features)
313
+ lgb_scores = _lgb_model.predict(features)
314
+
315
+ # Rankings should differ
316
+ heur_order = np.argsort(-heur_scores)
317
+ lgb_order = np.argsort(-lgb_scores)
318
+
319
+ overlap_top5 = len(set(heur_order[:5]) & set(lgb_order[:5]))
320
+
321
+ print(f" Heuristic score range: [{heur_scores.min():.4f}, {heur_scores.max():.4f}]")
322
+ print(f" LightGBM score range: [{lgb_scores.min():.4f}, {lgb_scores.max():.4f}]")
323
+ print(f" Top-5 overlap: {overlap_top5}/5")
324
+ print(f" Heuristic top-5 positions: {heur_order[:5]}")
325
+ print(f" LightGBM top-5 positions: {lgb_order[:5]}")
326
+
327
+ # Kendall's tau - rank correlation
328
+ from scipy.stats import kendalltau
329
+ tau, _ = kendalltau(heur_order, lgb_order)
330
+ print(f" Kendall's tau (rank correlation): {tau:.4f}")
331
+ print(" βœ… LGB vs Heuristic comparison PASSED")
332
+
333
+
334
+ # ── Run All Tests ────────────────────────────────────────────────────────────
335
+
336
+ if __name__ == "__main__":
337
+ tests = [
338
+ ("Smoke Test", test_smoke),
339
+ ("Feature Computation", test_feature_computation),
340
+ ("Heuristic Fallback", test_heuristic_fallback),
341
+ ("End-to-End Pipeline", test_e2e_pipeline),
342
+ ("Latency Benchmark", test_latency),
343
+ ("Backward Compatibility", test_backward_compat),
344
+ ("LGB vs Heuristic", test_lgb_vs_heuristic),
345
+ ]
346
+
347
+ print("=" * 60)
348
+ print("Phase 6: LightGBM Reranker Integration Tests")
349
+ print("=" * 60)
350
+
351
+ passed = 0
352
+ failed = 0
353
+ for name, test_fn in tests:
354
+ print(f"\n─── {name} ───")
355
+ try:
356
+ test_fn()
357
+ passed += 1
358
+ except Exception as e:
359
+ print(f" ❌ FAILED: {e}")
360
+ import traceback
361
+ traceback.print_exc()
362
+ failed += 1
363
+
364
+ print(f"\n{'=' * 60}")
365
+ print(f"Results: {passed} passed, {failed} failed out of {len(tests)} tests")
366
+ if failed == 0:
367
+ print("βœ… ALL TESTS PASSED")
368
+ else:
369
+ print("❌ SOME TESTS FAILED")
370
+ print("=" * 60)