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CHANGELOG.md

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# Changelog
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## [0.5.14] - 2025-11-24
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### Added
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- **DSPy Optimization Support** for entity extraction (Feature 063)
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- New `optimized_program_path` parameter in `OntologyAwareEntityExtractor.__init__()`
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- Load pre-trained DSPy programs for 31.8% F1 improvement (0.294 → 0.387)
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- Library-first design with clean API parameter (not environment variable)
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- Graceful fallback with clear logging when optimization files unavailable
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- Zero breaking changes (backward compatible optional parameter)
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### Testing
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- 8/8 contract tests passing for DSPy optimization feature
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- 17/17 related entity extraction tests passing
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- 7 integration tests created using iris-devtester v1.5.0
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- All transformer import errors resolved (torch/torchvision compatibility)
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### Documentation
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- Usage examples in `examples/optimized_dspy_entity_extraction.py`
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- Complete test results in `docs/features/063-dspy-optimization/`
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- Updated STATUS.md, PROGRESS.md, TODO.md with Feature 063 completion
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### Dependencies
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- Updated iris-devtester to v1.5.0 from PyPI (significantly faster)
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- Resolved torch/torchvision compatibility (2.4.0/0.19.0)
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### Chore
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- Removed tools/nodejs/node_modules from git tracking (build artifacts)
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## [0.5.10] - 2025-11-23
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### Documentation
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- Updated CHANGELOG to explicitly document UV environment compatibility fix from v0.5.6
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- Clarified that the `intersystems-irispython` UV incompatibility fix (Issue #5) is already included
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### Notes
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- No code changes - this release updates documentation only
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- All fixes from v0.5.9 are included
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- UV compatibility fix was already present in v0.5.6 (commit 478d3f1b) and carried forward
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## [0.5.9] - 2025-11-23
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### Added
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- **Custom Metadata Filtering** for multi-tenant RAG deployments (Feature 051 User Story 1)
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- Configure custom filter keys via `storage.iris.custom_filter_keys` in YAML config
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- Extends default 17 metadata fields with enterprise-specific fields (tenant_id, security_level, department, etc.)
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- Multi-tenant isolation with tenant-based document filtering
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- Security classification filtering (confidential, public, etc.)
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- Departmental access control
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- MetadataFilterManager class for centralized validation
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### Fixed
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- **UV Environment Compatibility** - Fixed intersystems-irispython import failures in UV isolated environments (v0.5.6)
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- Replaced hardcoded `import intersystems_iris.dbapi._DBAPI as iris` with UV-compatible fallback logic
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- `get_iris_dbapi_connection()` now uses `_get_iris_dbapi_module()` with robust path resolution
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- Resolves ImportError in UV's isolated environment even when package is installed
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- **IRIS JSON Filtering** - Implemented LIKE-based pattern matching workaround for IRIS Community Edition
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- Handles both `"key":"value"` and `"key": "value"` JSON formats (with/without space)
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- Works around missing JSON_VALUE() and JSON_EXTRACT() SQL functions in Community Edition
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- **UV/pytest iris Module Import** - Fixed intersystems-irispython module caching during pytest collection
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- Modified `tests/conftest.py` to prioritize .venv site-packages before pytest collection
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- Resolves import issues for ALL tests using IRIS database connections
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- **similarity_search Parameter** - Added support for both `filter` and `metadata_filter` parameter names for backward compatibility
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### Security
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- SQL injection prevention via field name validation (regex + dangerous pattern checks)
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- Values safely escaped with SQL quote doubling
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- Tenant isolation verified via E2E integration tests
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- Whitelist enforcement for default + custom metadata fields
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### Testing
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- 13/13 contract tests passing (100% success rate)
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- 8 unit/contract tests for custom field configuration
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- 4 E2E integration tests with real IRIS database
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- 1 MetadataFilterManager unit test
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- Multi-tenant isolation verified with cross-tenant queries
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- LIKE-based JSON filtering tested against real IRIS database
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### Performance
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- Filter validation: O(n) where n = number of filter keys (typically < 10)
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- SQL pattern matching: LIKE on serialized JSON (acceptable for metadata queries)
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- Test execution: 3.60 seconds for full test suite

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