my-notes-viewer/.agents/skills/search-and-embeddings/SKILL.md

---
name: search-and-embeddings
description: Model search and semantic retrieval for tibi website projects. Covers embedding provider configuration, collection search modes, auto-regeneration, regenerate-search admin flows, and how later agents should decide between no search, classic search, ngram search, and vector search.
---

# search-and-embeddings

## When to use this skill

Use this skill when:

- a project needs explicit search behavior beyond generic CRUD filtering
- search should be typo-tolerant, weighted, or semantic
- embedding providers must be configured
- later agents need a clear yes/no decision for search instead of vague optionality

## Goal

Give later agents a practical workflow for deciding whether search is needed and, if yes, which search mode belongs to the project.

This skill is separate from editor AI features. Search and embeddings affect content retrieval, operational setup, and index/regeneration behavior, not just editor assistance.

## Source of truth

Use these sources when implementing or reviewing search behavior:

- `tibi-server/docs/02-configuration.md`
- `tibi-server/docs/04-collections.md`
- `tibi-server/docs/09-llm-integration.md`
- `.agents/skills/nova-ai-editor-features/SKILL.md`
- `.agents/skills/mongodb-and-indexes/SKILL.md`

## First decision: no search vs explicit search

Do not leave search in an implied state.

Make one explicit decision:

- no search in this project
- classic keyword search only
- fuzzy substring search (`ngram`)
- semantic/vector search
- hybrid search with deliberate ranking behavior

If the answer is “not used”, document that clearly so later agents do not accidentally wire providers or regress into half-configured search.

## Server-level provider setup

Embedding providers are configured server-side:

```yaml
embedding:
    providers:
        - name: bge-m3
          type: native
          modelPath: /models/bge-m3
          dimensions: 1024
        - name: openai-embed
          type: openai
          model: text-embedding-3-small
          apiKey: ${EMBEDDING_OPENAI-EMBED_APIKEY}
          baseURL: https://api.openai.com/v1
          dimensions: 1536
```

Important:

- collection search config references the provider by name
- embedding secrets and model paths can come from environment variables
- vector search is not only a collection concern; the server must actually provide the embedding backend

## Collection search modes

Tibi supports multiple search modes via collection `search:` config:

- `text`
- `regex`
- `eval`
- `filter`
- `ngram`
- `vector`

Use explicit search configs when search is a real product feature. Auto-fallback is useful, but it is not a substitute for a deliberate retrieval model.

## Choosing the right mode

### `text`

Use when:

- MongoDB text indexing is sufficient
- exact field ownership of the text index is clear
- keyword search is enough

Requires a text index.

### `regex`

Use when:

- the searchable fields are explicit
- case-insensitive matching is enough
- weighted field scoring is useful

Good for smaller datasets or precise keyed fields.

### `filter` or `eval`

Use when:

- search logic depends on auth, project context, or business-specific filtering
- plain keyword matching is not the full contract

Treat these as controlled power tools. The resulting filters are still sanitized against blocked operators.

### `ngram`

Use when:

- typo tolerance or substring matching is needed
- users search codes, names, transliterated terms, or partial inputs

This is enrichment-based search. It stores generated `_search` data and benefits from clear regeneration expectations.

### `vector`

Use when:

- semantic similarity matters more than literal keyword overlap
- the project can support embedding-provider setup and operator cost expectations
- search quality justifies added complexity

Vector mode can use:

- `fields`
- custom `eval` transformation
- `documentPrefix`
- `queryPrefix`
- `overflow: truncate|chunk`
- `rrf` tuning for hybrid scoring

## Auto-regeneration and admin flows

For `ngram` and `vector`, `autoRegenerate: true` can refresh stale enrichment data after config changes.

If regeneration is needed manually, the admin flow depends on project admin tokens with:

- `allowRegenerateSearch: true`

Treat regeneration as part of the search contract, not as an implementation footnote.

## Search and LLM are related but not identical

The LLM system and the embedding system are adjacent, but they are not the same thing.

- `llm.providers` drive chat/completion features
- `embedding.providers` drive vector search enrichment
- org/user budgets affect LLM usage workflows
- search design still needs its own retrieval and operator decisions

Do not assume that enabling editor AI automatically defines a sound search architecture.

## Anti-patterns

- leaving search unspecified and hoping auto-fallback is “good enough”
- enabling vector search without a real provider/runtime plan
- forgetting text indexes for `mode: text`
- enabling enrichment modes without a regeneration story
- mixing editor AI decisions with search decisions until neither is clear

## Verification checklist

After search-related changes, verify all of these:

1. the project has an explicit yes/no search decision
2. server-side embedding providers exist when vector search is configured
3. required text or search indexes exist
4. `?q=` and `?qName=` behavior matches the intended search contract
5. regeneration behavior is defined for enrichment-based modes

## What an LLM should inspect first

When asked to add or review search on this starter, inspect in this order:

1. `tibi-server/docs/04-collections.md`
2. `tibi-server/docs/02-configuration.md`
3. existing collection `search:` config
4. whether the project needs keyword, fuzzy, semantic, or no search
5. operator expectations for regeneration and provider secrets

This prevents over-engineered vector setups and under-specified search behavior.