Phase 01 Plan 02: Python Environment + Data Import Summary

Python uv environment with psycopg3/pgvector, Orcha-compatible text normalization, and 6078 historical line items imported via COPY protocol

Performance

• Duration: 3 min (continuation from checkpoint)
• Started: 2026-02-20T10:36:06Z
• Completed: 2026-02-20T10:39:16Z
• Tasks: 4
• Files modified: 4

Accomplishments

• Python 3.12 environment with uv and all required dependencies (psycopg, pgvector, pandas, google-genai, sentence-transformers, ragas)
• Text normalization module matching Orcha's logic for German umlauts (ae, oe, ue, ss) and company suffix stripping
• Database connection module with pgvector extension registration
• Bulk CSV import using psycopg3 COPY protocol
• 6078 historical line items imported with normalized text columns

Task Commits

Each task was committed atomically:

1. Task 1: Initialize Python environment with uv - ed599d0f (feat)
2. Task 2: Create text normalization module - 1e45b03c (feat)
3. Task 3: Create database connection module and import script - bcb24ecb (feat)
4. Task 4: Import historical data - No commit (data import operation, no files created)

Files Created/Modified

• pyproject.toml - Python project configuration with all dependencies
• src/__init__.py - Package marker
• src/normalize.py - Text normalization functions (normalize_text, normalize_supplier_name)
• src/db.py - Database connection with pgvector support
• src/import_csv.py - CSV import script using COPY protocol

Decisions Made

• Used uv for faster Python environment management
• Ported Orcha's exact normalization logic including German umlaut expansion and company suffix patterns
• Store both original and normalized values to enable comparison during evaluation
• Used COPY protocol for bulk import efficiency (6078 rows in under 1 second)
• CSV path provided by user: /home/volrath/code/orcha/orcha/dump/regnology/historical.csv

Deviations from Plan

None - plan executed exactly as written (CSV path adjusted per user input at checkpoint).

Issues Encountered

None.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• Phase 1 Foundation complete
• Database running with 6078 line items ready for embedding generation
• Python environment ready for Phase 2 embedding model integration
• All three embedding model packages installed (google-genai, sentence-transformers for Jina/MiniLM)

Phase: 01-foundation Completed: 2026-02-20

Self-Check: PASSED

• pyproject.toml exists
• src/normalize.py exists
• src/db.py exists
• src/import_csv.py exists
• Commit ed599d0f exists (Task 1)
• Commit 1e45b03c exists (Task 2)
• Commit bcb24ecb exists (Task 3)
• Database contains 6078 line items