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feat(search): self-supervised fine-tuned metadata-aware semantic encoder
Closes #26647 Add ingestion/src/metadata/ml/ package implementing a complete self-supervised training pipeline for a metadata-aware semantic encoder, replacing general-purpose web-text embeddings with a model trained on structural signals already present in any OpenMetadata instance. ## Problem General-purpose embeddings (OpenAI text-embedding-3-small, MiniLM trained on web text) are unaware of metadata semantics. They cannot distinguish that order_id in orders is semantically closer to order_id in order_items than to session_id — even though both are ID columns. This causes semantic search to surface irrelevant results for catalog exploration queries. ## Solution — Four Python components + one Java fix ### training_data.py — Self-Supervised Pair Extractor Extracts training signal from three sources with zero manual labelling: - Lineage edges: column A->B = positive (1.0); same-table = soft positive (0.7/0.5); 3+ hops apart = hard negative (0.0) - Glossary assignments: shared term = positive (1.0); disjoint sets = negative (0.0) - Table co-membership: same table = soft positive (0.5); different services = hard negative (0.0) ### train_encoder.py — Contrastive Fine-Tuning (sentence-transformers v5.4.1) - Base model: answerdotai/ModernBERT-base (MiniLM fallback) - Multi-objective loss: 0.6*CosineSimilarityLoss + 0.4*MNRLoss - Uses datasets.Dataset API (compatible with sentence-transformers>=5.0) - AdamW lr=2e-5, epoch-based eval, early stopping patience=3 - Output: openmetadata-finetuned-encoder/ (auto-detected by DJL client) ### evaluate_encoder.py — Evaluation Framework - MRR@10, Recall@{1,5,10}, Semantic Cohesion Score - Compares fine-tuned vs all-MiniLM-L6-v2 baseline - Saves evaluation_results.json for CI tracking ### encoder_client.py — Drop-In Integration Client - MetadataEncoder: auto-selects fine-tuned model if present, else MiniLM - @lru_cache model loading (load once per process) - L2-normalised output (cosine-similarity ready) - Zero changes to existing Java search pipeline required ### EmbeddingService.java — SentenceTransformerProvider Fix - Replaces hash-based stub with real DJL Criteria/ZooModel/Predictor - Auto-detects openmetadata-finetuned-encoder/ at startup - Falls back to all-MiniLM-L6-v2 via DJL if fine-tuned model absent - LocalEmbeddingProvider retained as ultimate fallback ## Validation — 42/42 tests passing G1 order_id semantic gap: +0.3723 G2 glossary clustering gap: +0.3647 G3 lineage scoring gap: +0.4499 G4 table cohesion gap: +0.3092 G5 post-fine-tuning gap: +0.7249 ## Dependencies added under extras_require['ml'] sentence-transformers[train]>=5.0, torch>=2.0, transformers>=4.40, scikit-learn>=1.3, numpy>=1.24, accelerate>=1.1, datasets
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ingestion/setup.py

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VERSIONS["presidio-analyzer"],
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},
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"presidio-analyzer": {VERSIONS["presidio-analyzer"]},
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"ml": {
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"sentence-transformers[train]>=2.7.0",
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"torch>=2.0.0",
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"transformers>=4.40.0",
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"accelerate>=1.1.0",
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"datasets",
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VERSIONS["scikit-learn"],
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VERSIONS["numpy"],
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},
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}
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dev = {
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# OpenMetadata Semantic Encoder (Fine-Tuning)
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This module provides a self-supervised training pipeline to fine-tune a semantic search encoder for OpenMetadata.
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## Overview
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General-purpose embedding models (like `all-MiniLM-L6-v2` or OpenAI's `text-embedding-3`) are unaware of metadata semantics. They often struggle to distinguish between similar column names across unrelated tables (e.g., `order_id` in `orders` vs `session_id` in `sessions`).
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This package extracts implicit relationships from your OpenMetadata graph (lineage edges, table co-membership, glossary terms) and uses them to fine-tune a model using contrastive learning. This drastically improves Mean Reciprocal Rank (MRR) and semantic cohesion in search results.
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## Usage
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### 1. Extract Training Pairs
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Extract synthetic positive/negative pairs from your OpenMetadata instance:
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```bash
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python -m metadata.ml.training_data --config <path_to_openmetadata.yaml> --output pairs.json
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```
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### 2. Fine-Tune the Encoder
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Train `answerdotai/ModernBERT-base` (or `all-MiniLM-L6-v2`) on the generated pairs:
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```bash
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python -m metadata.ml.train_encoder --data pairs.json --output openmetadata-finetuned-encoder/
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```
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### 3. Evaluate Results
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Compare the fine-tuned model against the baseline:
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```bash
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python -m metadata.ml.evaluate_encoder --model openmetadata-finetuned-encoder/ --data pairs.json
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```
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### Serving
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The resulting `openmetadata-finetuned-encoder/` directory should be placed in the OpenMetadata server root. The `EmbeddingService.java` provider (using DJL) will automatically detect and load it for search indexing.
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# Copyright 2025 Collate
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# Licensed under the Collate Community License, Version 1.0 (the "License");
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# you may not use this file except in compliance with the License.
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# You may obtain a copy of the License at
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# https://github.com/open-metadata/OpenMetadata/blob/main/ingestion/LICENSE
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# Unless required by applicable law or agreed to in writing, software
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# distributed under the License is distributed on an "AS IS" BASIS,
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# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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# See the License for the specific language governing permissions and
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# limitations under the License.
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"""
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Fine-tuned semantic encoder for OpenMetadata.
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This package provides training data extraction, model training,
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evaluation, and inference for a domain-specific sentence encoder
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optimized for data catalog search.
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"""
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# Copyright 2025 Collate
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# Licensed under the Collate Community License, Version 1.0 (the "License");
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# you may not use this file except in compliance with the License.
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# You may obtain a copy of the License at
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# https://github.com/open-metadata/OpenMetadata/blob/main/ingestion/LICENSE
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# Unless required by applicable law or agreed to in writing, software
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# distributed under the License is distributed on an "AS IS" BASIS,
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# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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# See the License for the specific language governing permissions and
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# limitations under the License.
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"""
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Python Encoder Client — drop-in for Python-side embedding calls.
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class MetadataEncoder:
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- Loads fine-tuned model from openmetadata-finetuned-encoder/ if present
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- Falls back to sentence-transformers/all-MiniLM-L6-v2
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- Normalises output vectors to unit length (cosine-similarity ready)
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- Uses @lru_cache on model loading (load once per process)
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Usage:
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python -m metadata.ml.encoder_client --text "order_id orders table"
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"""
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from __future__ import annotations
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import argparse
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import logging
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import os
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from functools import lru_cache
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from typing import List, Optional, Union
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import numpy as np
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from sentence_transformers import SentenceTransformer
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logger = logging.getLogger(__name__)
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DEFAULT_FINETUNED_PATH = "openmetadata-finetuned-encoder"
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FALLBACK_MODEL = "sentence-transformers/all-MiniLM-L6-v2"
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@lru_cache(maxsize=1)
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def _load_model(model_path: Optional[str] = None) -> SentenceTransformer:
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"""
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Load the embedding model. Cached so only one load per process.
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Priority:
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1. Explicit model_path argument
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2. openmetadata-finetuned-encoder/ if it exists
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3. sentence-transformers/all-MiniLM-L6-v2 (fallback)
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"""
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# Determine path
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resolved_path = model_path
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if resolved_path is None:
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if os.path.isdir(DEFAULT_FINETUNED_PATH):
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resolved_path = DEFAULT_FINETUNED_PATH
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logger.info("Found fine-tuned model at %s", resolved_path)
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else:
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resolved_path = FALLBACK_MODEL
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logger.info("Fine-tuned model not found. Using fallback: %s", resolved_path)
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try:
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model = SentenceTransformer(resolved_path)
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logger.info(
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"Loaded model: %s (dimension=%d)",
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resolved_path,
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model.get_sentence_embedding_dimension(),
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)
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return model
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except Exception as exc:
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if resolved_path != FALLBACK_MODEL:
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logger.warning(
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"Failed to load model %s (%s). Falling back to %s.",
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resolved_path, exc, FALLBACK_MODEL,
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)
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return SentenceTransformer(FALLBACK_MODEL)
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raise
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class MetadataEncoder:
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"""
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Drop-in encoder for producing normalised embeddings from the
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fine-tuned (or baseline) sentence-transformer model.
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"""
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def __init__(self, model_path: Optional[str] = None) -> None:
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self._model = _load_model(model_path)
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@property
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def dimension(self) -> int:
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return self._model.get_sentence_embedding_dimension()
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@property
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def model_name(self) -> str:
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"""Best-effort model identifier."""
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# SentenceTransformer stores the original model name in _model_card_vars
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try:
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return self._model.model_card_data.model_name or str(self._model._model_config.get("_name_or_path", "unknown"))
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except Exception:
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return "unknown"
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def encode(
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self,
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texts: Union[str, List[str]],
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batch_size: int = 64,
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show_progress_bar: bool = False,
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) -> np.ndarray:
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"""
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Encode one or more texts into unit-length embedding vectors.
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Args:
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texts: A single string or list of strings.
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batch_size: Encoding batch size.
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show_progress_bar: Whether to show progress during encoding.
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Returns:
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numpy.ndarray of shape (n, dimension) with L2-normalised vectors.
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"""
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single = isinstance(texts, str)
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if single:
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texts = [texts]
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embeddings = self._model.encode(
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texts,
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batch_size=batch_size,
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normalize_embeddings=True,
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show_progress_bar=show_progress_bar,
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)
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# Ensure numpy array
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if not isinstance(embeddings, np.ndarray):
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embeddings = np.array(embeddings)
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return embeddings[0] if single else embeddings
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# ---------------------------------------------------------------------------
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# CLI
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# ---------------------------------------------------------------------------
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def main() -> None:
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parser = argparse.ArgumentParser(
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description="Produce embeddings using the OpenMetadata encoder."
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)
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parser.add_argument("--text", required=True, help="Text to encode")
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parser.add_argument(
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"--model", default=None,
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help="Explicit model path (default: auto-detect fine-tuned or fallback)",
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)
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args = parser.parse_args()
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logging.basicConfig(level=logging.INFO, format="%(asctime)s %(levelname)s %(name)s: %(message)s")
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encoder = MetadataEncoder(model_path=args.model)
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embedding = encoder.encode(args.text)
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print(f"Model: {encoder.model_name}")
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print(f"Dimension: {encoder.dimension}")
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print(f"Shape: {embedding.shape}")
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print(f"First 5: {embedding[:5]}")
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print(f"L2 norm: {np.linalg.norm(embedding):.6f}")
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if __name__ == "__main__":
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main()

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