Freeze SQLite annotation fixtures before PostgreSQL migration

.gitea/workflows/check.yml

@@ -58,5 +58,7 @@ jobs:
               smoke = "from paper_atlas.db.store import Store; from paper_atlas.config import DEFAULT_REGISTRY; import json; assert {'COLM','MM','MLSys'} <= {v['acronym'] for v in json.loads(DEFAULT_REGISTRY.read_text())['venues']}; s=Store('installed.sqlite'); s.conn.close()"
               subprocess.run([python,'-I','-B','-c',smoke],cwd=outside,check=True)
               subprocess.run([python,'-I','-B','-m','paper_atlas','query','--db','installed.sqlite','--stats'],cwd=outside,check=True)
+              subprocess.run([python,'-I','-B','-m','paper_atlas','annotate','init','--db','installed.sqlite'],cwd=outside,check=True)
+              subprocess.run([python,'-I','-B','-m','paper_atlas','annotate','list','--db','installed.sqlite','--paper','1'],cwd=outside,check=True)
               subprocess.run([python,'-I','-B','-m','paper_atlas','audit','histories','--db','installed.sqlite','--examples','0'],cwd=outside,check=True)
           PY

README.md

@@ -86,3 +86,5 @@ paper-atlas collect colm --cache /data/paper-index/raw/http-cache \
 CI 在已授权的远程 runner 上运行测试、构建 wheel，并从源码目录外验证安装后的命令及随包资源。数据库全量去重和覆盖率是独立的数据验收步骤，不因代码测试通过而自动完成。
 
 开发通过工作分支和 PR 交付，由用户手动合并。
+
+研究类型与自定义标签可通过 [`annotate`](docs/annotations.md) 显式初始化、添加和撤回；两者独立查询，保留证据及完整更正历史，不从会议轨道推断研究类型。

docs/annotations.md

@@ -0,0 +1,107 @@
+# Research types and custom annotations
+
+Research type describes a claimed characteristic of the work (for example a survey,
+benchmark, empirical study or replication). It is independent of topic, paper length,
+conference track, presentation format and acceptance status. No type is inferred from
+those fields. Multiple source-specific or human classifications may coexist; no
+cross-platform vocabulary mapping or automatic classifier is provided.
+
+`annotation_events` stores both kinds with an explicit `kind` discriminator:
+`research_type` and `tag` are separate domains, even when namespace/value strings
+happen to coincide. Existing platform labels remain in `tags` / `paper_tags`.
+Each assertion carries namespace, value, actor, reason, evidence key, optional source
+record and evidence URL, and the time it was recorded. This is observation time, not
+paper publication time or a conference decision date.
+
+Values are not forced into a global taxonomy: `custom:method=empirical` and
+`platform:declared_type=empirical` retain separate provenance. An explicit platform
+assertion API requires a source record belonging to that paper and matching the
+namespace prefix. The manual CLI only accepts `custom:*`, and cannot retract platform
+assertions. No source type has been automatically assigned to existing papers.
+
+## Initialize explicitly
+
+On the published PostgreSQL dataset, using its protected service file:
+
+```sh
+PGSERVICEFILE=/etc/paper-atlas/pg_service.conf paper-atlas annotate init \
+  --pg-service foundry-research --pg-schema research
+```
+
+This creates one optional table, its indexes, and an upgrade marker in one transaction,
+using the existing dataset writer lock. It does not copy data, change existing papers
+or decisions, or create a PostgreSQL instance. Repeating it is safe; an unexplained
+pre-existing table/marker mismatch fails closed. Readers and ordinary imports do not
+install the extension. Legacy datasets remain readable. A SQLite **sample** uses
+`--db sample.sqlite`; the cutover SQLite backup remains protected against writes.
+
+## Add and retract evidence
+
+Use the canonical paper ID returned by `query`. For a reviewed classification:
+
+```sh
+paper-atlas annotate assert --pg-service foundry-research --pg-schema research \
+  --paper "$PAPER_ID" --kind research_type --namespace custom:method \
+  --value empirical --evidence-key manual:abstract-review \
+  --actor reviewer --reason 'Classified from the explicitly described study design' \
+  --request-id "$REQUEST_ID"
+```
+
+`$REQUEST_ID` must be a new, stable identifier for this action (for example a UUID).
+Retry with the same request ID and identical content after an interrupted response;
+it returns the original event ID. Reusing that ID with changed content is rejected.
+A topic annotation uses `--kind tag --namespace custom:topic --value robotics` instead.
+Optional `--source-record` and `--evidence-url` attach additional evidence; the source
+record must belong to this paper. URLs are retained as evidence and are not fetched.
+
+To withdraw one particular assertion, use its returned event ID:
+
+```sh
+paper-atlas annotate retract --pg-service foundry-research --pg-schema research \
+  --event "$EVENT_ID" --actor reviewer --reason 'Classification corrected after review' \
+  --request-id "$RETRACTION_REQUEST_ID"
+```
+
+Retraction adds an event referencing that assertion, preserving its original content.
+It does not remove another contributor's assertion of the same label, platform tags,
+source metadata or submission/decision history. A retracted assertion can be asserted
+again with a new request ID and evidence; it is a new observation. The API does not
+update or delete past annotation events. Database administrators still control direct
+SQL access. Work reviewed as the same paper may subsequently be merged by the existing
+identity workflow: annotation IDs, original paper IDs, evidence and retraction links
+are retained while the canonical paper reference follows the surviving entity.
+
+## Query and analyze
+
+```sh
+paper-atlas query --pg-service foundry-research --pg-schema research \
+  --research-type custom:method=empirical
+paper-atlas query --pg-service foundry-research --pg-schema research \
+  --tag custom:topic=robotics
+paper-atlas query --pg-service foundry-research --pg-schema research \
+  --paper "$PAPER_ID" --annotation-history
+paper-atlas annotate list --pg-service foundry-research --pg-schema research \
+  --paper "$PAPER_ID" --history
+```
+
+`--tag` includes original platform labels and active annotation tags. It never matches
+research types. `--research-type` matches active type assertions only. Paper details
+return separate `tags` (existing provenance), `annotation_tags`, and `research_types`;
+`--annotation-history` additionally includes retractions. A missing extension yields
+empty annotation results rather than changing the database.
+
+For direct SQL analysis, active research-type evidence is:
+
+```sql
+SELECT a.* FROM research.annotation_events a
+WHERE a.kind = 'research_type' AND a.retracts_id IS NULL
+  AND NOT EXISTS (SELECT 1 FROM research.annotation_events r WHERE r.retracts_id = a.id);
+```
+
+Several independent assertions can support one label; count distinct papers/labels
+when appropriate rather than counting evidence rows as papers. Namespaces stay
+separate. Standard paper queries decode the PostgreSQL text codec; direct SQL consumers
+must honor the dataset's documented codec, including NUL/SOH values. SQLite-to-PostgreSQL
+migration recognizes an installed annotation extension and verifies its full row hashes,
+constraints and identity sequence along with the original business tables. An old
+21-table snapshot stays a 21-table migration; no synthetic annotations are generated.

paper_atlas/cli.py

@@ -6,6 +6,7 @@ from paper_atlas import __version__
 
 
 COMMANDS = {
+    ('annotate',): ('paper_atlas.curation.annotations', {}, '管理独立的研究类型与自定义标签证据'),
     ('query',): ('paper_atlas.querying', {}, '查询论文、标签和投稿历史'),
     ('coverage',): ('paper_atlas.audits.coverage', {}, '查看全部候选会议的覆盖情况'),
     ('download',): ('paper_atlas.io.snapshots', {}, '下载并校验固定版本快照'),

paper_atlas/curation/__init__.py

@@ -0,0 +1 @@
+"""Evidence-bearing human and explicit source annotations, independent of outcomes."""

paper_atlas/curation/annotations.py

@@ -0,0 +1,218 @@
+"""Append-only tag/type assertions and explicit retractions; no inferred labels."""
+import argparse
+from contextlib import closing
+from importlib.resources import files
+import json
+import re
+from urllib.parse import urlparse
+
+from paper_atlas.db.backend import database_arguments, inserted_id, open_read_connection, open_store
+from paper_atlas.db.submissions import timestamp
+
+TABLE = 'annotation_events'
+MIGRATION = 'annotation_events_v1'
+COLUMNS = ('id', 'request_id', 'paper_id', 'original_paper_id', 'kind', 'namespace',
+           'value', 'source_record_id', 'evidence_key', 'evidence_url', 'reason',
+           'actor', 'observed_at', 'retracts_id')
+ACTIVE = '''a.retracts_id IS NULL AND NOT EXISTS
+    (SELECT 1 FROM annotation_events removed WHERE removed.retracts_id=a.id)'''
+
+
+def available(conn):
+    if getattr(conn, 'postgres', False):
+        if hasattr(conn, 'has_table'):
+            return conn.has_table(TABLE)
+        return bool(conn.execute("SELECT 1 FROM information_schema.tables WHERE table_schema=current_schema() AND table_name=?", (TABLE,)).fetchone())
+    return bool(conn.execute("SELECT 1 FROM sqlite_master WHERE type='table' AND name=?", (TABLE,)).fetchone())
+
+
+def _begin_write(conn):
+    if not getattr(conn, 'postgres', False) and not conn.in_transaction:
+        conn.execute('BEGIN IMMEDIATE')
+
+
+def initialize(conn):
+    """Explicit transactional schema extension; does not rescan or rewrite papers."""
+    _begin_write(conn)
+    exists = available(conn)
+    marker = conn.execute('SELECT 1 FROM schema_migrations WHERE name=?', (MIGRATION,)).fetchone()
+    if exists != bool(marker):
+        raise RuntimeError('Annotation table/upgrade marker mismatch; inspect before changing schema')
+    if exists:
+        result = conn.execute('SELECT * FROM annotation_events LIMIT 0')
+        description = result.cursor.description if getattr(conn, 'postgres', False) else result.description
+        if tuple(d[0] for d in description) != COLUMNS:
+            raise RuntimeError('Unexpected annotation schema')
+        return False
+    ddl = files('paper_atlas.db').joinpath('annotations.sql').read_text()
+    if getattr(conn, 'postgres', False):
+        ddl = re.sub(r'\bINTEGER\b', 'BIGINT', ddl)
+        ddl = re.sub(r'\bTEXT\b', 'TEXT COLLATE "C"', ddl)
+        ddl = ddl.replace('id BIGINT PRIMARY KEY', 'id BIGINT GENERATED BY DEFAULT AS IDENTITY PRIMARY KEY', 1)
+    for statement in ddl.split(';'):
+        if statement.strip():
+            conn.execute(statement)
+    conn.execute('INSERT INTO schema_migrations(name) VALUES(?)', (MIGRATION,))
+    return True
+
+
+def _text(value, name, limit=512):
+    if not isinstance(value, str) or not value.strip() or len(value) > limit:
+        raise ValueError(name + ' must be nonempty text of at most ' + str(limit) + ' characters')
+    return value
+
+
+def _id(value, name):
+    if type(value) is not int or value <= 0:
+        raise ValueError(name + ' must be a positive integer')
+    return value
+
+
+def _url(value):
+    if value is not None:
+        _text(value, 'evidence_url', 4096)
+        parsed = urlparse(value)
+        if parsed.scheme not in ('https', 'http') or not parsed.hostname or parsed.username or parsed.password:
+            raise ValueError('evidence_url must be an HTTP(S) URL without credentials')
+    return value
+
+
+def _require(conn):
+    if not available(conn) or not conn.execute('SELECT 1 FROM schema_migrations WHERE name=?', (MIGRATION,)).fetchone():
+        raise RuntimeError('Run paper-atlas annotate init explicitly before adding annotations')
+
+
+def _row(row):
+    return dict(zip(COLUMNS, (row[i] for i in range(len(COLUMNS)))))
+
+
+def _replay(conn, request_id, payload):
+    old = conn.execute('SELECT * FROM annotation_events WHERE request_id=?', (request_id,)).fetchone()
+    if old is None:
+        return None
+    old = _row(old)
+    if any(old[k] != value for k, value in payload.items()):
+        raise ValueError('request_id already identifies different annotation content')
+    return old['id']
+
+
+def assert_annotation(conn, paper, kind, namespace, value, *, request_id, evidence_key,
+                      reason, actor, evidence_url=None, source_record_id=None):
+    _begin_write(conn)
+    _require(conn)
+    paper = _id(paper, 'paper')
+    if kind not in ('tag', 'research_type'):
+        raise ValueError('kind must be tag or research_type')
+    _text(namespace, 'namespace', 128)
+    if not re.fullmatch(r'[a-z][a-z0-9_]*:[a-z][a-z0-9_.-]*', namespace):
+        raise ValueError('namespace must have an explicit source:scope')
+    payload = dict(original_paper_id=paper, kind=kind, namespace=namespace,
+                   value=_text(value, 'value'), request_id=_text(request_id, 'request_id', 128),
+                   source_record_id=source_record_id, evidence_key=_text(evidence_key, 'evidence_key', 256),
+                   reason=_text(reason, 'reason', 8192), actor=_text(actor, 'actor', 256),
+                   evidence_url=_url(evidence_url), retracts_id=None)
+    if source_record_id is not None:
+        _id(source_record_id, 'source_record_id')
+    replay = _replay(conn, request_id, payload)
+    if replay is not None:
+        return replay
+    if not conn.execute('SELECT 1 FROM papers WHERE id=?', (paper,)).fetchone():
+        raise ValueError('Existing canonical paper required; no automatic identity merge')
+    prefix = namespace.split(':', 1)[0]
+    if prefix != 'custom' and source_record_id is None:
+        raise ValueError('Platform annotations require their own source record')
+    if source_record_id is not None:
+        source = conn.execute('''SELECT r.paper_id,s.name FROM source_records r
+            JOIN sources s ON s.id=r.source_id WHERE r.id=?''', (source_record_id,)).fetchone()
+        if not source or source[0] != paper or (prefix != 'custom' and prefix != source[1]):
+            raise ValueError('Annotation source record/namespace must belong to this paper and platform')
+    payload.update(paper_id=paper, observed_at=timestamp())
+    fields = tuple(payload)
+    return inserted_id(conn, 'INSERT INTO annotation_events(' + ','.join(fields) + ') VALUES(' +
+                       ','.join('?' for _ in fields) + ')', tuple(payload[k] for k in fields))
+
+
+def retract_annotation(conn, event, *, request_id, reason, actor, evidence_url=None, custom_only=False):
+    _begin_write(conn)
+    _require(conn)
+    event = _id(event, 'event')
+    payload = dict(request_id=_text(request_id, 'request_id', 128), retracts_id=event,
+                   reason=_text(reason, 'reason', 8192), actor=_text(actor, 'actor', 256), evidence_url=_url(evidence_url))
+    target = conn.execute('SELECT * FROM annotation_events WHERE id=?', (event,)).fetchone()
+    if target is None or target[-1] is not None:
+        raise ValueError('Retraction must reference an existing assertion')
+    target = _row(target)
+    if custom_only and not target['namespace'].startswith('custom:'):
+        raise ValueError('Manual CLI cannot retract platform evidence')
+    replay = _replay(conn, request_id, payload)
+    if replay is not None:
+        return replay
+    if conn.execute('SELECT 1 FROM annotation_events WHERE retracts_id=?', (event,)).fetchone():
+        raise ValueError('Assertion already retracted; its history is retained')
+    payload.update({k: target[k] for k in ('paper_id', 'original_paper_id', 'kind', 'namespace', 'value', 'source_record_id', 'evidence_key')})
+    payload['observed_at'] = timestamp()
+    fields = tuple(payload)
+    return inserted_id(conn, 'INSERT INTO annotation_events(' + ','.join(fields) + ') VALUES(' +
+                       ','.join('?' for _ in fields) + ')', tuple(payload[k] for k in fields))
+
+
+def observations(conn, paper, *, kind=None, history=False):
+    if not available(conn):
+        return []
+    where = ['a.paper_id=?']; params = [_id(paper, 'paper')]
+    if not history:
+        where.append(ACTIVE)
+    if kind is not None:
+        if kind not in ('tag', 'research_type'):
+            raise ValueError('Invalid annotation kind')
+        where.append('a.kind=?'); params.append(kind)
+    return [_row(r) for r in conn.execute('SELECT a.* FROM annotation_events a WHERE ' +
+                                         ' AND '.join(where) + ' ORDER BY a.id', params)]
+
+
+def main(argv=None, *, prog=None):
+    parser = argparse.ArgumentParser(prog=prog, description='显式初始化、追加或撤回带证据的自定义标签和研究类型')
+    actions = parser.add_subparsers(dest='action', required=True)
+    for action in ('init', 'assert', 'retract', 'list'):
+        p = actions.add_parser(action)
+        database_arguments(p)
+        if action in ('assert', 'retract'):
+            for field in ('request-id', 'reason', 'actor'):
+                p.add_argument('--' + field, required=True)
+            p.add_argument('--evidence-url')
+        if action in ('assert', 'list'):
+            p.add_argument('--paper', type=int, required=True)
+            p.add_argument('--kind', choices=('tag', 'research_type'), required=action == 'assert')
+        if action == 'assert':
+            for field in ('namespace', 'value', 'evidence-key'):
+                p.add_argument('--' + field, required=True)
+            p.add_argument('--source-record', type=int)
+        if action == 'retract':
+            p.add_argument('--event', type=int, required=True)
+        if action == 'list':
+            p.add_argument('--history', action='store_true')
+    args = parser.parse_args(argv)
+    if args.action == 'list':
+        with closing(open_read_connection(args.db, pg_service=args.pg_service, pg_schema=args.pg_schema)) as conn:
+            result = observations(conn, args.paper, kind=args.kind, history=args.history)
+    else:
+        if args.action == 'assert' and not args.namespace.startswith('custom:'):
+            parser.error('Manual CLI requires custom:* namespace; platform assertions use validated source APIs')
+        with closing(open_store(args.db, pg_service=args.pg_service, pg_schema=args.pg_schema).conn) as conn:
+            try:
+                if not getattr(conn, 'postgres', False):
+                    conn.commit()
+                    conn.execute('BEGIN IMMEDIATE')
+                if args.action == 'init':
+                    result = {'initialized': initialize(conn)}
+                else:
+                    kwargs = dict(request_id=args.request_id, reason=args.reason, actor=args.actor, evidence_url=args.evidence_url)
+                    event = (assert_annotation(conn, args.paper, args.kind, args.namespace, args.value,
+                              evidence_key=args.evidence_key, source_record_id=args.source_record, **kwargs)
+                             if args.action == 'assert' else retract_annotation(conn, args.event, custom_only=True, **kwargs))
+                    result = {'event_id': event}
+                conn.commit()
+            except BaseException:
+                conn.rollback()
+                raise
+    print(json.dumps(result, ensure_ascii=False, indent=2))

paper_atlas/db/annotations.sql

@@ -0,0 +1,15 @@
+CREATE TABLE annotation_events (
+ id INTEGER PRIMARY KEY,
+ request_id TEXT NOT NULL UNIQUE,
+ paper_id INTEGER NOT NULL REFERENCES papers(id),
+ original_paper_id INTEGER NOT NULL,
+ kind TEXT NOT NULL CHECK(kind IN ('tag','research_type')),
+ namespace TEXT NOT NULL, value TEXT NOT NULL,
+ source_record_id INTEGER REFERENCES source_records(id),
+ evidence_key TEXT NOT NULL, evidence_url TEXT,
+ reason TEXT NOT NULL, actor TEXT NOT NULL, observed_at TEXT NOT NULL,
+ retracts_id INTEGER UNIQUE REFERENCES annotation_events(id),
+ CHECK(retracts_id IS NULL OR retracts_id<>id)
+);
+CREATE INDEX annotation_events_paper ON annotation_events(paper_id,kind,id);
+CREATE INDEX annotation_events_label ON annotation_events(kind,namespace,value,paper_id);

paper_atlas/db/store.py

@@ -55,6 +55,9 @@ class Store:
         c.execute('UPDATE identifiers SET paper_id=? WHERE paper_id=?',(target,other))
         c.execute('UPDATE source_records SET paper_id=? WHERE paper_id=?',(target,other))
         c.execute('UPDATE submissions SET paper_id=? WHERE paper_id=?',(target,other))
+        from paper_atlas.curation.annotations import available
+        if available(c):
+            c.execute('UPDATE annotation_events SET paper_id=? WHERE paper_id=?', (target,other))
         c.execute('INSERT INTO paper_tags SELECT ?,tag_id,source_record_id,evidence_key FROM paper_tags WHERE paper_id=? ON CONFLICT DO NOTHING',(target,other))
         c.execute('DELETE FROM paper_tags WHERE paper_id=?',(other,))
         c.execute('UPDATE paper_merges SET surviving_paper_id=? WHERE surviving_paper_id=?',(target,other))

paper_atlas/postgres/migration.py

@@ -143,7 +143,7 @@ def migrate(db, service, out, *, schema='research', storage_path=None, min_free_
     free_space(storage_path, min_free_gib)
     control = schema + '_migration'
     report = {'status': 'preflight', 'source': str(db), 'service': service, 'schema': schema,
-              'started_at': timestamp(), 'tables': {}, 'scope': 'All 21 business tables; FTS5 internals rebuilt as native PostgreSQL GIN.'}
+              'started_at': timestamp(), 'tables': {}, 'scope': 'All baseline business tables and recognized installed extensions; FTS5 rebuilt as native PostgreSQL GIN.'}
     with Path(str(db) + '.maintenance.lock').open('a') as lock:
         fcntl.flock(lock, fcntl.LOCK_EX | fcntl.LOCK_NB)
         if Path(str(db) + '-wal').exists() and Path(str(db) + '-wal').stat().st_size:
@@ -240,7 +240,7 @@ def migrate(db, service, out, *, schema='research', storage_path=None, min_free_
                     JOIN pg_am am ON am.oid=ix.relam WHERE ns.nspname=%s AND ix.relname='papers_search_gin' ''', (stage,)).fetchone()
                 if search != ('gin', True, True, 'papers'):
                     raise ValueError('Native full-text index is not valid and ready')
-                for table in TABLES:
+                for table in plan:
                     pg.execute('ANALYZE ' + qualify(stage, table))
                 invalid = pg.execute('''SELECT count(*) FROM pg_constraint co JOIN pg_class cl ON cl.oid=co.conrelid
                     JOIN pg_namespace ns ON ns.oid=cl.relnamespace WHERE ns.nspname=%s AND NOT co.convalidated''', (stage,)).fetchone()[0]

paper_atlas/postgres/schema.py

@@ -8,7 +8,9 @@ TABLES = ('sources', 'papers', 'identifiers', 'source_records', 'venues', 'editi
           'submission_sources', 'submission_identifiers', 'decision_sources',
           'submission_merges', 'decision_merges', 'schema_migrations', 'tags',
           'paper_tags', 'match_candidates', 'paper_merges', 'ingest_runs')
+OPTIONAL_TABLES = ('annotation_events',)
 CHECKS = {
+    'annotation_events': ["kind IN ('tag','research_type')", 'retracts_id IS NULL OR retracts_id<>id'],
     'venues': ["venue_type IN ('conference','journal','review_platform')"],
     'edition_sources': ["status IN ('pending','running','complete','partial','blocked','unavailable','not_yet_published')"],
     'decisions': ["status IN ('accepted','rejected','desk_rejected','withdrawn','under_review','unknown')"],
@@ -50,10 +52,10 @@ def quote(name):
 def inspect(connection):
     business = {name for schema, name, kind, *_ in connection.execute('PRAGMA table_list')
                 if schema == 'main' and kind == 'table' and not name.startswith('sqlite_')}
-    if business != set(TABLES):
+    if not set(TABLES) <= business or business - set(TABLES) - set(OPTIONAL_TABLES):
         raise ValueError('Unexpected business tables: ' + repr(sorted(business ^ set(TABLES))))
     result = {}
-    for table in TABLES:
+    for table in (*TABLES, *(name for name in OPTIONAL_TABLES if name in business)):
         columns = [{'name': r[1], 'type': r[2].upper(), 'notnull': bool(r[3]),
                     'default': r[4], 'pk': r[5]}
                    for r in connection.execute('PRAGMA table_info(' + quote(table) + ')')]

paper_atlas/querying.py

@@ -29,6 +29,8 @@ def main(argv=None, *, prog=None):
     parser.add_argument('--pg-schema', help='Optional PostgreSQL schema override; otherwise use the configured search_path')
     parser.add_argument('--query', help='Title/abstract search: FTS5 for SQLite, web-search syntax for PostgreSQL')
     parser.add_argument('--paper',type=int,help='Paper ID; include sources, tags and submission history')
+    parser.add_argument('--research-type', help='Independent type filter as namespace=value; no type inferred from track')
+    parser.add_argument('--annotation-history', action='store_true', help='Include retraction evidence for --paper')
     parser.add_argument('--tag', help='Filter as namespace=value, e.g. arxiv:category=cs.AI')
     parser.add_argument('--venue', help='Conference acronym')
     parser.add_argument('--year', type=int)
@@ -47,6 +49,8 @@ def main(argv=None, *, prog=None):
         conn = sqlite3.connect(Path(args.db).resolve().as_uri()+'?mode=ro', uri=True)
         conn.row_factory = sqlite3.Row
         conn.execute('BEGIN')  # One consistent read snapshot while ingestion continues.
+    from paper_atlas.curation.annotations import available, observations, ACTIVE
+    has_annotations = available(conn)
     if args.stats:
         result = {name:conn.execute('SELECT count(*) FROM '+name).fetchone()[0] for name in ('papers','source_records','submissions','decisions','tags','match_candidates')}
         result['records_by_source'] = [dict(r) for r in conn.execute('SELECT s.name,count(r.id) AS imported_records FROM sources s LEFT JOIN source_records r ON r.source_id=s.id GROUP BY s.id ORDER BY s.name')]
@@ -69,8 +73,24 @@ def main(argv=None, *, prog=None):
                 where.append('p.id IN (SELECT rowid FROM papers_fts WHERE papers_fts MATCH ?)')
             params.append(args.query)
         if args.tag:
+            if '=' not in args.tag:
+                parser.error('--tag requires namespace=value')
             namespace,value = args.tag.split('=',1)
-            where.append('EXISTS(SELECT 1 FROM paper_tags pt JOIN tags t ON t.id=pt.tag_id WHERE pt.paper_id=p.id AND t.namespace=? AND t.value=?)'); params.extend([namespace,value])
+            platform = 'EXISTS(SELECT 1 FROM paper_tags pt JOIN tags t ON t.id=pt.tag_id WHERE pt.paper_id=p.id AND t.namespace=? AND t.value=?)'
+            params.extend([namespace,value])
+            if has_annotations:
+                platform = '(' + platform + ' OR EXISTS(SELECT 1 FROM annotation_events a WHERE a.paper_id=p.id AND a.kind=\'tag\' AND a.namespace=? AND a.value=? AND ' + ACTIVE + '))'
+                params.extend([namespace,value])
+            where.append(platform)
+        if args.research_type:
+            if '=' not in args.research_type:
+                parser.error('--research-type requires namespace=value')
+            namespace,value = args.research_type.split('=',1)
+            if has_annotations:
+                where.append('EXISTS(SELECT 1 FROM annotation_events a WHERE a.paper_id=p.id AND a.kind=\'research_type\' AND a.namespace=? AND a.value=? AND ' + ACTIVE + ')')
+                params.extend([namespace,value])
+            else:
+                where.append('1=0')
         if args.outcome:
             where.append('p.id '+('IN' if args.outcome=='accepted' else 'NOT IN')+' ('+ACCEPTED_PAPERS+')')
         if args.venue or args.year or args.status or args.track:
@@ -98,6 +118,10 @@ def main(argv=None, *, prog=None):
             paper['known_acceptances']=known_acceptances(conn,row['id'])
             paper['publication_outcome']='accepted' if paper['known_acceptances'] else 'no_known_acceptance'
             if args.paper is not None:
+                paper['research_types'] = observations(conn, row['id'], kind='research_type')
+                paper['annotation_tags'] = observations(conn, row['id'], kind='tag')
+                if args.annotation_history:
+                    paper['annotation_history'] = observations(conn, row['id'], history=True)
                 paper['tags'] = [dict(r) for r in conn.execute('SELECT t.namespace,t.value,pt.evidence_key FROM paper_tags pt JOIN tags t ON t.id=pt.tag_id WHERE pt.paper_id=?',(row['id'],))]
                 paper['sources'] = [dict(r) for r in conn.execute('SELECT s.name,r.external_id,r.url,r.title,r.abstract,r.retrieved_at FROM source_records r JOIN sources s ON s.id=r.source_id WHERE r.paper_id=?',(row['id'],))]
                 submissions = []

pyproject.toml

@@ -21,5 +21,5 @@ include = ["paper_atlas*"]
 exclude = ["tests*"]
 
 [tool.setuptools.package-data]
-"paper_atlas.db" = ["schema.sql"]
+"paper_atlas.db" = ["schema.sql", "annotations.sql"]
 "paper_atlas.resources" = ["venues.json"]

tests/test_annotations.py

@@ -0,0 +1,227 @@
+from contextlib import closing, redirect_stdout
+import io
+import json
+import os
+from pathlib import Path
+import tempfile
+import unittest
+import uuid
+
+from paper_atlas import querying
+from paper_atlas.curation.annotations import (assert_annotation, available, initialize, main,
+                                             observations, retract_annotation)
+from paper_atlas.db.backend import open_store
+from paper_atlas.db.store import Store
+from paper_atlas.postgres import schema
+from paper_atlas.postgres.client import connect
+from paper_atlas.postgres.migration import migrate
+
+
+class AnnotationTests(unittest.TestCase):
+    def setUp(self):
+        self.tmp = tempfile.TemporaryDirectory(); self.addCleanup(self.tmp.cleanup)
+        self.db = Path(self.tmp.name) / 'sample.sqlite'
+        self.store = Store(self.db); self.addCleanup(self.store.conn.close)
+        self.c = self.store.conn
+        self.paper, self.record = self.store.record('fixture', 'one', 'https://example.org/one', 'First research', None, [])
+        self.other, self.other_record = self.store.record('fixture', 'two', 'https://example.org/two', 'Other research', None, [])
+        self.store.record_tags(self.paper, self.record, 'fixture', [{'namespace':'fixture:topic','value':'original'}])
+        self.c.commit()
+
+    def add(self, **changes):
+        args = dict(paper=self.paper, kind='tag', namespace='custom:topic', value='reading',
+                    request_id='request-one', evidence_key='manual:reading', reason='Reviewed metadata', actor='reviewer')
+        args.update(changes)
+        return assert_annotation(self.c, **args)
+
+    def query(self, *args):
+        self.c.commit()
+        with redirect_stdout(io.StringIO()) as output:
+            querying.main(['--db', str(self.db), *map(str, args)])
+        return json.loads(output.getvalue())
+
+    def test_read_does_not_install_extension_and_write_requires_explicit_init(self):
+        self.assertFalse(available(self.c))
+        self.assertEqual(observations(self.c, self.paper), [])
+        with self.assertRaisesRegex(RuntimeError, 'init explicitly'):
+            self.add()
+        self.assertEqual(self.query('--research-type', 'custom:method=empirical'), [])
+        self.assertFalse(available(self.c))
+        self.assertEqual(len(schema.inspect(self.c)), 21)
+
+    def test_schema_upgrade_is_transactional_and_marker_mismatch_fails_closed(self):
+        self.assertTrue(initialize(self.c)); self.c.rollback()
+        self.assertFalse(available(self.c))
+        self.c.execute("INSERT INTO schema_migrations(name) VALUES('annotation_events_v1')")
+        with self.assertRaisesRegex(RuntimeError, 'mismatch'):
+            initialize(self.c)
+        self.c.rollback()
+        self.assertTrue(initialize(self.c)); self.assertFalse(initialize(self.c))
+        self.assertEqual(len(schema.inspect(self.c)), 22)
+
+    def test_unmarked_table_cannot_receive_assertions(self):
+        initialize(self.c)
+        self.c.execute("DELETE FROM schema_migrations WHERE name='annotation_events_v1'")
+        with self.assertRaisesRegex(RuntimeError, 'init explicitly'):
+            self.add()
+        self.assertEqual(self.c.execute('SELECT count(*) FROM annotation_events').fetchone()[0], 0)
+
+    def test_types_tags_and_platform_labels_are_independent_and_queryable(self):
+        initialize(self.c)
+        self.add()
+        self.add(kind='research_type', namespace='custom:topic', request_id='type', value='reading')
+        self.assertEqual(len(self.query('--tag', 'custom:topic=reading')), 1)
+        self.assertEqual(len(self.query('--research-type', 'custom:topic=reading')), 1)
+        self.assertEqual(len(self.query('--tag', 'fixture:topic=original')), 1)
+        detail = self.query('--paper', self.paper)[0]
+        self.assertEqual(len(detail['annotation_tags']), 1)
+        self.assertEqual(len(detail['research_types']), 1)
+        self.assertNotIn('annotation_history', detail)
+        self.assertEqual(detail['tags'][0]['namespace'], 'fixture:topic')
+
+    def test_repeated_request_is_idempotent_and_changed_content_fails(self):
+        initialize(self.c); event = self.add()
+        self.assertEqual(self.add(), event)
+        for change in ({'value':'different'}, {'kind':'research_type'}, {'reason':'changed'}, {'paper':self.other}):
+            with self.assertRaisesRegex(ValueError, 'different annotation'):
+                self.add(**change)
+        self.assertEqual(self.c.execute('SELECT count(*) FROM annotation_events').fetchone()[0], 1)
+
+    def test_retraction_keeps_original_and_other_assertions_of_same_label(self):
+        initialize(self.c); first = self.add(); second = self.add(request_id='second', evidence_key='independent')
+        kwargs = dict(request_id='retract', reason='No longer relevant', actor='reviewer')
+        removed = retract_annotation(self.c, first, **kwargs)
+        self.assertEqual(retract_annotation(self.c, first, **kwargs), removed)
+        self.assertEqual([r['id'] for r in observations(self.c, self.paper)], [second])
+        self.assertEqual(len(self.query('--paper', self.paper, '--annotation-history')[0]['annotation_history']), 3)
+        with self.assertRaisesRegex(ValueError, 'already retracted'):
+            retract_annotation(self.c, first, **{**kwargs,'request_id':'duplicate'})
+        with self.assertRaisesRegex(ValueError, 'existing assertion'):
+            retract_annotation(self.c, removed, **{**kwargs,'request_id':'nested'})
+
+    def test_source_assertions_require_matching_paper_and_platform(self):
+        initialize(self.c)
+        for change in ({'namespace':'fixture:type'}, {'namespace':'other:type','source_record_id':self.record},
+                       {'namespace':'fixture:type','source_record_id':self.other_record}):
+            with self.assertRaises(ValueError):
+                self.add(**change)
+        event = self.add(kind='research_type', namespace='fixture:declared_type', source_record_id=self.record)
+        with self.assertRaisesRegex(ValueError, 'Manual CLI'):
+            retract_annotation(self.c, event, request_id='cannot', reason='x', actor='y', custom_only=True)
+        self.assertEqual(observations(self.c, self.paper)[0]['source_record_id'], self.record)
+
+    def test_platform_tag_refresh_preserves_both_custom_kinds(self):
+        initialize(self.c); self.add(); self.add(kind='research_type', request_id='type')
+        self.store.record_tags(self.paper, self.record, 'fixture', [{'namespace':'fixture:topic','value':'refreshed'}])
+        self.assertEqual(len(observations(self.c, self.paper)), 2)
+        self.assertEqual(len(self.query('--tag','fixture:topic=refreshed')), 1)
+        self.assertEqual(self.query('--tag','fixture:topic=original'), [])
+
+    def test_merge_preserves_retractions_evidence_and_original_paper_ids(self):
+        initialize(self.c); event = self.add(source_record_id=self.record)
+        removed = retract_annotation(self.c, event, request_id='withdraw', reason='corrected', actor='reviewer')
+        active = self.add(request_id='active', kind='research_type', value='survey')
+        self.store.merge(self.other, self.paper, 'Independently reviewed identity')
+        rows = observations(self.c, self.other, history=True)
+        self.assertEqual([r['id'] for r in rows], [event, removed, active])
+        self.assertEqual({r['original_paper_id'] for r in rows}, {self.paper})
+        self.assertEqual({r['paper_id'] for r in rows}, {self.other})
+        self.assertEqual([r['id'] for r in observations(self.c, self.other)], [active])
+        self.assertEqual(self.add(source_record_id=self.record), event)  # exact retry survives canonical merge
+        self.assertEqual(self.c.execute('PRAGMA foreign_key_check').fetchall(), [])
+
+    def test_invalid_input_does_not_create_events(self):
+        initialize(self.c)
+        for change in ({'paper':True}, {'paper':999999}, {'kind':'main'}, {'namespace':'arxiv'},
+                       {'namespace':'custom:topic;DROP'}, {'value':' '}, {'reason':''},
+                       {'actor':''}, {'request_id':''}, {'evidence_key':''}, {'source_record_id':True},
+                       {'evidence_url':'file:///etc/passwd'}, {'evidence_url':'https://user:secret@example.org/'}):
+            with self.subTest(change=change), self.assertRaises(ValueError):
+                self.add(**change)
+        self.assertEqual(self.c.execute('SELECT count(*) FROM annotation_events').fetchone()[0], 0)
+
+    def test_cli_manual_scope_and_complete_assert_retract_lifecycle(self):
+        with redirect_stdout(io.StringIO()):
+            main(['init','--db',str(self.db)])
+            main(['assert','--db',str(self.db),'--paper',str(self.paper),'--kind','research_type',
+                  '--namespace','custom:method','--value','empirical','--evidence-key','manual:review',
+                  '--request-id','cli-one','--reason','Read abstract','--actor','reviewer'])
+        self.assertEqual(len(self.query('--research-type','custom:method=empirical')), 1)
+        event = observations(self.c, self.paper)[0]['id']
+        with redirect_stdout(io.StringIO()):
+            main(['retract','--db',str(self.db),'--event',str(event),'--request-id','cli-two',
+                  '--reason','Corrected classification','--actor','reviewer'])
+        self.assertEqual(self.query('--research-type','custom:method=empirical'), [])
+        with redirect_stdout(io.StringIO()) as out:
+            main(['list','--db',str(self.db),'--paper',str(self.paper),'--history'])
+        self.assertEqual(len(json.loads(out.getvalue())), 2)
+
+
+@unittest.skipUnless(os.environ.get('PAPER_ATLAS_TEST_PG_SERVICE'), 'Requires approved remote PostgreSQL service')
+class PostgreSQLAnnotationTests(unittest.TestCase):
+    def setUp(self):
+        self.service = os.environ['PAPER_ATLAS_TEST_PG_SERVICE']
+        self.target = 'pa_anno_' + uuid.uuid4().hex[:12]
+        self.tmp = tempfile.TemporaryDirectory(); self.addCleanup(self.tmp.cleanup)
+        self.db = Path(self.tmp.name) / 'source.sqlite'
+        self.s = Store(self.db)
+        self.paper, self.record = self.s.record('fixture','one','https://example.org','Paper',None,[])
+        self.s.conn.commit()
+        self.addCleanup(self.s.conn.close); self.addCleanup(self.cleanup)
+
+    def cleanup(self):
+        with connect(self.service) as c:
+            for name, in c.execute('SELECT nspname FROM pg_namespace WHERE starts_with(nspname,%s)', (self.target,)):
+                c.execute('DROP SCHEMA ' + schema.quote(name) + ' CASCADE')
+
+    def migrate(self):
+        self.s.conn.commit()
+        self.s.conn.close()  # Freeze/checkpoint the fixture, just like a real source migration.
+        with redirect_stdout(io.StringIO()):
+            return migrate(self.db, self.service, Path(self.tmp.name)/'report.json', schema=self.target, min_free_gib=0)
+
+    def args(self, **changes):
+        a = dict(paper=self.paper,kind='research_type',namespace='custom:method',value='survey\x00and\x01',
+                 request_id='native',evidence_key='manual',reason='Reviewed\x00evidence',actor='reviewer')
+        a.update(changes); return a
+
+    def test_native_schema_upgrade_roundtrip_retraction_and_queries(self):
+        self.migrate()
+        with closing(open_store(pg_service=self.service, pg_schema=self.target).conn) as c:
+            self.assertTrue(initialize(c)); self.assertFalse(initialize(c))
+            event = assert_annotation(c, **self.args()); c.commit()
+            self.assertEqual(assert_annotation(c, **self.args()), event)
+            self.assertEqual(observations(c,self.paper)[0]['value'], 'survey\x00and\x01')
+            c.commit()
+        with redirect_stdout(io.StringIO()) as out:
+            querying.main(['--pg-service',self.service,'--pg-schema',self.target,'--paper',str(self.paper)])
+        self.assertEqual(json.loads(out.getvalue())[0]['research_types'][0]['id'], event)
+        with closing(open_store(pg_service=self.service,pg_schema=self.target).conn) as c:
+            retract_annotation(c,event,request_id='removed',reason='Changed',actor='reviewer');c.commit()
+            self.assertEqual(observations(c,self.paper), [])
+            self.assertEqual(len(observations(c,self.paper,history=True)), 2)
+
+    def test_initialized_sqlite_extension_migrates_all_rows_hashes_and_identity(self):
+        initialize(self.s.conn)
+        event = assert_annotation(self.s.conn, **self.args())
+        retract_annotation(self.s.conn,event,request_id='retracted',reason='Corrected',actor='reviewer')
+        report = self.migrate()
+        self.assertEqual(len(report['tables']),22)
+        self.assertEqual(report['tables']['annotation_events']['source_rows'],2)
+        self.assertEqual(report['tables']['annotation_events']['source_sha256'],report['tables']['annotation_events']['target_sha256'])
+        with closing(open_store(pg_service=self.service,pg_schema=self.target).conn) as c:
+            new = assert_annotation(c, **self.args(request_id='after-migration'))
+            self.assertGreater(new,2); c.commit()
+            self.assertEqual(len(observations(c,self.paper,history=True)),3)
+
+    def test_native_upgrade_rollback_keeps_legacy_schema_usable(self):
+        self.migrate()
+        with closing(open_store(pg_service=self.service,pg_schema=self.target).conn) as c:
+            initialize(c); c.rollback()
+            self.assertFalse(available(c))
+            self.assertEqual(c.execute('SELECT count(*) FROM papers').fetchone()[0],1)
+            self.assertTrue(initialize(c))
+            with self.assertRaises(ValueError):
+                assert_annotation(c, **self.args(namespace='wrong:type',source_record_id=self.record))
+            self.assertEqual(c.execute('SELECT count(*) FROM annotation_events').fetchone()[0],0)
+            c.rollback()