improvements added to rules engine
This commit is contained in:
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# Writing Custom Rules
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## Overview
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Madomeda uses a self-contained, JSON-based rules system. Rules are processed in priority order and can normalize, validate, and transform frontmatter fields without any code changes.
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## Rule File Location
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Rules are stored in: `~/.config/madomeda/rules/`
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Each rule is a separate JSON file. The filename is used for sorting (alphabetically), but the `priority` field determines execution order.
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## Rule Structure
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```json
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{
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"name": "rule_name",
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"description": "Human-readable description",
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"field": "field_name",
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"priority": 10,
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"action": "action_type",
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"pattern": "regex_pattern",
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"replacement": "replacement_string",
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"llm_prompt": "Prompt for LLM if heuristics fail"
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}
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```
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### Required Fields
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- **name**: Unique identifier for the rule
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- **description**: What the rule does
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- **field**: Which frontmatter field this applies to (use `"*"` for all fields)
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- **priority**: Execution order (lower number = earlier execution, typically 1-100)
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- **action**: What the rule does (see Actions below)
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### Optional Fields
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- **pattern**: Regex pattern for matching/replacing
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- **replacement**: Replacement string (can use capture groups like `\g<0>`, `\1`, etc.)
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- **transform**: Transformation to apply (`lower`, `upper`)
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- **multiline**: Whether regex uses multiline mode (default: false)
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- **split_on**: Character to split on (e.g., `","` for comma-separated values)
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- **from**: Source field name (for rename actions)
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- **to**: Target field name (for rename actions)
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- **llm_prompt**: Text to send to LLM if this rule's value needs inference
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## Actions
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### 1. normalize_keys
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Apply transformation to all frontmatter keys.
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**Use case**: Ensure all keys are lowercase.
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**Example:**
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```json
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{
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"name": "lowercase_keys",
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"description": "Convert all keys to lowercase",
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"field": "*",
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"priority": 1,
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"action": "normalize_keys",
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"transform": "lower",
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"llm_prompt": "Ensure all keys are lowercase"
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}
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```
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**Alternative with regex:**
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```json
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{
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"name": "remove_spaces_from_keys",
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"description": "Remove spaces from keys",
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"field": "*",
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"priority": 2,
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"action": "normalize_keys",
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"pattern": " ",
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"replacement": "_"
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}
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```
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### 2. rename_field
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Rename one field to another.
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**Use case**: Standardize field names (e.g., `tag` → `tags`, `summary` → `description`).
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**Example:**
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```json
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{
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"name": "tag_to_tags",
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"description": "Rename 'tag' to 'tags'",
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"field": "tag",
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"priority": 2,
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"action": "rename_field",
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"from": "tag",
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"to": "tags",
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"llm_prompt": "Convert tag field to tags array"
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}
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```
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**Note**: Rename rules execute before other field-specific rules, so subsequent rules can process the renamed field.
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### 3. normalize_value
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Transform field values using regex, transforms, or splitting.
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**Use case**: Standardize tag format, clean up values, convert formats.
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**Example 1: Split comma-separated to list**
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```json
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{
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"name": "tags_split",
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"description": "Convert comma-separated tags to list",
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"field": "tags",
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"priority": 10,
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"action": "normalize_value",
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"split_on": ",",
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"pattern": ".*",
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"replacement": "\\g<0>"
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}
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```
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**Example 2: Replace spaces with underscores**
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```json
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{
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"name": "tags_no_spaces",
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"description": "Replace spaces with underscores in tags",
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"field": "tags",
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"priority": 20,
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"action": "normalize_value",
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"pattern": " ",
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"replacement": "_"
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}
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```
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**Example 3: Lowercase transformation**
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```json
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{
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"name": "tags_lowercase",
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"description": "Convert tags to lowercase",
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"field": "tags",
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"priority": 30,
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"action": "normalize_value",
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"transform": "lower"
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}
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```
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**Example 4: Remove invalid characters**
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```json
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{
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"name": "tags_alphanumeric_only",
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"description": "Keep only alphanumeric and underscores",
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"field": "tags",
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"priority": 40,
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"action": "normalize_value",
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"pattern": "[^a-z0-9_]",
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"replacement": ""
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}
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```
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### 4. validate
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Check if field values match a pattern.
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**Use case**: Ensure values conform to expected format.
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**Example:**
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```json
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{
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"name": "tags_validate",
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"description": "Validate tag format",
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"field": "tags",
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"priority": 50,
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"action": "validate",
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"pattern": "^[a-z0-9_]+$",
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"multiline": false
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}
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```
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**Note**: Validation rules mark frontmatter as non-conformant if they fail, but don't modify values.
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## Priority System
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Rules execute in priority order (lowest number first):
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- **1-9**: Global transformations (keys, field renames)
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- **10-19**: Format conversions (split lists, type changes)
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- **20-29**: Character replacements (spaces, hyphens)
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- **30-39**: Case transformations
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- **40-49**: Character removal (invalid chars)
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- **50-99**: Validation
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**Recommended naming convention:**
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```
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01_lowercase_keys.json # Priority 1
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10_tags_format_list.json # Priority 10
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20_tags_replace_spaces.json # Priority 20
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50_tags_validate.json # Priority 50
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```
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## Processing Flow
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1. **Global rules** (`field: "*"`) execute first
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2. **Rename rules** execute second (creates new fields)
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3. **Other rules** execute in priority order per field
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## Complete Example: Tag Normalization Chain
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Here's how multiple rules work together to normalize tags:
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**Input:**
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```yaml
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Tag: Machine-Learning, Deep Learning, AI/ML
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```
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**Rules (in priority order):**
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```json
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// 02_tag_to_tags.json
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{
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"name": "tag_to_tags",
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"field": "tag",
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"priority": 2,
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"action": "rename_field",
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"from": "tag",
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"to": "tags"
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}
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```
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After this rule: `tags: "Machine-Learning, Deep Learning, AI/ML"`
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```json
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// 10_tags_format_list.json
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{
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"name": "tags_split",
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"field": "tags",
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"priority": 10,
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"action": "normalize_value",
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"split_on": ","
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}
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```
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After this rule: `tags: ["Machine-Learning", "Deep Learning", "AI/ML"]`
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```json
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// 20_tags_replace_spaces.json
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{
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"name": "tags_spaces",
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"field": "tags",
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"priority": 20,
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"action": "normalize_value",
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"pattern": " ",
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"replacement": "_"
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}
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```
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After this rule: `tags: ["Machine-Learning", "Deep_Learning", "AI/ML"]`
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```json
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// 21_tags_replace_hyphens.json
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{
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"name": "tags_hyphens",
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"field": "tags",
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"priority": 21,
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"action": "normalize_value",
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"pattern": "-",
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"replacement": "_"
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}
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```
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After this rule: `tags: ["Machine_Learning", "Deep_Learning", "AI/ML"]`
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```json
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// 30_tags_lowercase.json
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{
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"name": "tags_lowercase",
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"field": "tags",
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"priority": 30,
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"action": "normalize_value",
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"transform": "lower"
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}
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```
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After this rule: `tags: ["machine_learning", "deep_learning", "ai/ml"]`
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```json
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// 40_tags_remove_invalid.json
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{
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"name": "tags_clean",
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"field": "tags",
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"priority": 40,
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"action": "normalize_value",
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"pattern": "[^a-z0-9_]",
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"replacement": ""
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}
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```
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**Final result:** `tags: ["machine_learning", "deep_learning", "aiml"]`
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## Field Types
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Rules apply to different value types:
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### String Fields
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Rules apply to the whole string:
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```json
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{
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"field": "title",
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"action": "normalize_value",
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"transform": "lower"
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}
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```
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### List Fields
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Rules apply to each item in the list:
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```json
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{
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"field": "keywords",
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"action": "normalize_value",
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"pattern": " ",
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"replacement": "_"
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}
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```
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Each keyword gets spaces replaced with underscores.
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### Converting String to List
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Use `split_on`:
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```json
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{
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"field": "authors",
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"action": "normalize_value",
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"split_on": ";",
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"pattern": ".*",
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"replacement": "\\g<0>"
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}
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```
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Input: `"John Doe; Jane Smith"`
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Output: `["John Doe", "Jane Smith"]`
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## Regular Expression Tips
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### Capture Groups
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```json
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{
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"pattern": "(\\d+)",
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"replacement": "v\\1"
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}
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```
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Input: `"123"`
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Output: `"v123"`
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### Case-Insensitive Matching
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Use inline flag:
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```json
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{
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"pattern": "(?i)todo",
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"replacement": "TODO"
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}
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```
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### Match Whole String
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```json
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{
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"pattern": "^[a-z]+$"
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}
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```
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### Remove Leading/Trailing Whitespace
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```json
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{
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"pattern": "^\\s+|\\s+$",
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"replacement": ""
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}
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```
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## LLM Integration
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The `llm_prompt` field provides guidance when the LLM needs to generate or fix values:
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```json
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{
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"name": "tags_validate",
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"field": "tags",
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"action": "validate",
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"pattern": "^[a-z0-9_]+$",
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"llm_prompt": "Generate tags using only lowercase letters, numbers, and underscores. Prefer selecting from existing repository tags when appropriate."
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}
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```
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When using `ai` strategy in templates, the LLM receives:
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- The rule's `llm_prompt`
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- List of existing tags in repository
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- Document content
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- Structured output schema
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## Testing Rules
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### Test with --whatif
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```bash
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madomeda --whatif
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```
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Shows what would change without modifying files.
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### Test Specific Rule
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Create a Python script:
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```python
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from core.rules_processor import RulesProcessor
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from pathlib import Path
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rp = RulesProcessor(Path.home() / '.config' / 'madomeda' / 'rules')
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test_data = {
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'Title': 'My Document',
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'Tag': 'Python, Machine-Learning'
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}
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result, conformant, violations = rp.apply_rules(test_data)
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print(f"Result: {result}")
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print(f"Conformant: {conformant}")
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print(f"Violations: {violations}")
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```
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## Common Patterns
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### Email Validation
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```json
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{
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"field": "author_email",
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"action": "validate",
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"pattern": "^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\\.[a-zA-Z]{2,}$"
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}
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```
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### Date Format Validation (YYYY-MM-DD)
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```json
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{
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"field": "date",
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"action": "validate",
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"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
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}
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```
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### URL Scheme Enforcement
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```json
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{
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"field": "url",
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"action": "normalize_value",
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"pattern": "^(?!https?://)(.*)",
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"replacement": "https://\\1"
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}
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```
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### Remove HTML Tags
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```json
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{
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"field": "description",
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"action": "normalize_value",
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"pattern": "<[^>]+>",
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"replacement": ""
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}
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```
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## Advanced: Custom Field Rules
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### Ensure Boolean String Format
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```json
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{
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"field": "published",
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"action": "normalize_value",
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"pattern": "^(true|false|yes|no|1|0)$",
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"replacement": "\\1",
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"transform": "lower"
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}
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```
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Then normalize:
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```json
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{
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"field": "published",
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"priority": 31,
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"action": "normalize_value",
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"pattern": "yes|1|true",
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"replacement": "true"
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}
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```
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### Slug Generation
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```json
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{
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"field": "slug",
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"action": "normalize_value",
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"pattern": "[^a-z0-9-]",
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"replacement": "",
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"transform": "lower"
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}
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```
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## Troubleshooting
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### Rule Not Executing
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- Check `field` matches exact field name
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- Verify `priority` is in expected range
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- Ensure JSON is valid (use `jsonlint`)
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### Wrong Execution Order
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- Lower priority number executes first
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- Rename rules always execute before other rules for same field
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- Global rules (`field: "*"`) execute before field-specific
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### Regex Not Matching
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- Test regex at https://regex101.com/
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- Escape special characters: `. * + ? ^ $ { } ( ) | [ ] \`
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- Use `multiline: true` for multiline patterns
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### Value Not Changing
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- Check if earlier rule already modified it
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- Verify pattern actually matches the value
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- Ensure `replacement` is specified for `normalize_value`
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## Best Practices
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1. **Use priority ranges** - Leave gaps (10, 20, 30) to insert rules later
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2. **Name files by priority** - `01_`, `10_`, `20_` for easy sorting
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3. **Test incrementally** - Add one rule at a time
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4. **Document complex regex** - Use `description` field
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5. **Provide LLM prompts** - Help AI understand the rule intent
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6. **Validate after normalize** - Use separate validate rule at higher priority
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## See Also
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- [CONFIGURATION.md](CONFIGURATION.md) - Configuration directory
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- [STRUCTURE.md](STRUCTURE.md) - How rules fit into the system
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- [USAGE.md](USAGE.md) - Using rules with madomeda
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Reference in New Issue
Block a user