thallada bcbe1583af Merge branch 'main' into ui-rating
# Conflicts:
#	src/web/templates/issue_full.html
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2026-09-04 17:09:06 +00:00

The Daily EPUB

A personalized daily newspaper, delivered as an EPUB.

Every morning a systemd timer wakes one Rust binary. It pulls the last ~26 hours from a self-hosted Miniflux, deduplicates and extracts the articles, enriches them with HackerNews/Lobsters/Reddit social proof, has DeepSeek triage every eligible opening and closely assess a 120-article union, then utility-ranks and diversity-caps a 60-item shortlist for Claude Opus 5 — the editor — which assembles the issue (no minimum size, a hard ceiling), writes a one-line why under every headline, the summaries and The Brief. It assembles two EPUB editions (a standard one and one tuned for the Xteink X4 e-ink reader), converts the X4 edition to XTC, and publishes the lot over its own OPDS catalog — which doubles as a BookOrbit watched folder if you run one. Each article chapter ends with Loved it / Good / Not for me links that feed back into tomorrow's curation, and a short Behind the paper chapter before the colophon says what the run considered, how the deep set was admitted, whether the learned signals were active, the ten highest-utility near misses, and what it all cost.

Steady-state cost is roughly $1/day: $0.050.30 in DeepSeek tokens plus ~$0.500.80 for the Claude editor and a few cents of Voyage AI embeddings, each provider with its own per-UTC-day ceiling (providers.<name>.max_daily_usd and voyage.max_daily_usd). Those ceilings are runaway guards, not accounting — set hard spend limits in the providers' dashboards as the real backstop. The two LLM roles — bulk (triage, assessment, fallbacks) and editor — are assigned by name to entries of a provider registry, so swapping DeepSeek or Claude for Gemini (or anything OpenAI-compatible) is a config line plus an API key.


Pipeline

Miniflux ingest ─▶ dedupe ─▶ extraction ─▶ persist ─▶ social enrichment
  ─▶ hygiene ─▶ embeddings (Voyage) + cheap signals ─▶ triage (bulk LLM)
  ─▶ union admission ─▶ deep assessment (bulk LLM) ─▶ utility + diversity
  ─▶ editor (editor LLM) ─▶ comments ─▶ editorial (editor LLM)
  ─▶ world briefing ─▶ EPUB (standard + X4) ─▶ XTC ─▶ publish ─▶ report

Every stage writes to SQLite, so a run is idempotent per date: re-running generate --date 2026-08-15 replaces that issue rather than duplicating it. Only one writer runs at a time: generate, profile rebuild, features backfill and backfill-social take an advisory flock on <database_path>.lock, and a second invocation exits with generate is already running (naming whichever command holds it). serve, explain, stats, ratings, features prune and db migrate never wait on it, and the kernel releases the lock when the holder exits, however it exits.

Every run ends with a four-line summary in the log and on stdout:

curation: 412 considered → 398 eligible → 398 triaged → 120 assessed → 60 shortlisted → 17 selected
admission: triage 60 · interest 20 · knn 12 · exploration 5 · blend 23 · auto 0
preference: 14 rated w/ embeddings → knn 0.35 · feed off · 41 verdicts in prompt
providers: anthropic $0.62 · deepseek $0.11 · voyage $0.02 · total $0.75 · 23m12s

The full report (per-stage counts and timings — embed, signals, triage, admit, assess, rank, editor, summaries, brief among them — and per-provider usage) is stored on the runs row and in issues.report_json.

Failure policy. Miniflux ingest, SQLite writes, EPUB assembly and publishing are fatal — without them there is no issue, and the runs row records why. Social lookups, comment fetching, the world briefing, images and the XTC conversion are best-effort: they log, add a warning (run status degraded) and the run continues. Every LLM stage degrades: an editor call that fails, is refused, or is over its provider's daily ceiling is retried with the same prompt on the bulk provider; if the bulk provider is missing, dead or over budget too, the run takes the --skip-llm shape (admission uses cheap signals and feed excerpts stand in for summaries) instead of losing the day's issue. Which provider plays which role is the [llm] table (bulk = "deepseek", editor = "anthropic" by default); a role whose key is absent is simply unavailable, and daily-epub config check shows the resolved assignment before a run. Anthropic's server-side refusal fallback (fallbacks = "default") is enabled on every request to an anthropic-kind provider.


Prerequisites

Requirement Why Notes
Rust (2024 edition toolchain) building cargo build --release
Miniflux with an API key the only content source Settings → API Keys. The client is read-only and never mutates read state.
A key for the bulk provider (DeepSeek by default) triage and deep assessment, and the fallback for every editor call https://platform.deepseek.com. DAILY_EPUB_PROVIDERS__DEEPSEEK__API_KEY. Optional: --skip-llm runs the whole pipeline without it.
A key for the editor provider (Anthropic by default) the editor: selection, summaries, The Brief, the weekly profile rebuild https://console.anthropic.com. DAILY_EPUB_PROVIDERS__ANTHROPIC__API_KEY. Optional: without it every editor call runs on the bulk provider. Set a dashboard spend limit; providers.anthropic.max_daily_usd is only a runaway guard. Any other [providers.*] entry (Gemini is shipped) can take either role — see Switching providers.
Voyage AI API key article and interest embeddings behind the learned ranking signals https://www.voyageai.com. Optional: without it (or with --skip-embeddings) the run uses cached vectors only and the learned signals are absent, never a penalty.
A 32+ byte random secret signs the article rating links openssl rand -hex 32
BookOrbit library + watched folder optional — a richer library UI on top of the same folder Delivery does not need it: daily-epub serve has its own OPDS catalog over publish.epub_dir. If you do run it, create a dedicated "The Daily EPUB" library, enable Watch folders, and point publish.epub_dir at it.
Node.js 18+ and a clone of epub-to-xtc-converter XTC/XTCH output for the Xteink X4 Optional (xtc.enabled = false turns it off). Needs npm install inside cli/, and a settings JSON naming a real TTF/OTF — see below. It has no global npm bin — it is invoked as node <repo>/cli/index.js convert …, which is why xtc.command/xtc.args are fully general.
A reverse proxy for daily.hallada.net127.0.0.1:3499 rating links must be reachable from e-readers on the internet TLS via your existing setup.

data/profile.md is the hand-maintained reader profile; its optional interests are merged with data/scour-interests.opml. Both paths are configurable.


Install & build

git clone https://github.com/thallada/the-daily-epub && cd the-daily-epub
cargo build --release
cargo test                      # everything is offline; no keys needed
sudo install -m0755 target/release/daily-epub /usr/local/bin/

The web UI uses Tailwind CSS v4, but Node is only a development dependency: the compiled stylesheet is committed and embedded in the Rust binary. After editing src/web/tailwind.css, a web template, or src/web/static/app.js, run npm install once and then npm run css. Commit both the source changes and src/web/static/app.css; npm run css:check verifies that the committed output is current.

Commands

daily-epub generate [--date YYYY-MM-DD] [--dry-run] [--out DIR] [--max-articles N] [--skip-llm] [--skip-embeddings] [--rescore]
daily-epub serve                # public site, private dashboard, OPDS, ratings, downloads
daily-epub profile rebuild      # regenerate learned profile adjustments
daily-epub ratings list [--days 90] [--label loved|good|down|cleared]
daily-epub ratings set --article 42 --label loved --note "excellent"
daily-epub ratings clear --url https://example.com/article
daily-epub explain --date YYYY-MM-DD (--article ID | --url URL) [--run-id N]
daily-epub explain --date YYYY-MM-DD --near-misses [N]
daily-epub stats [--days 14]    # the evaluation framework, one fact per line
daily-epub features backfill [--days 30] [--rated-only] [--all] [--yes]
daily-epub features prune       # stale embeddings, old telemetry and assessments
daily-epub backfill-social [--days 7]   # re-poll social scores for recent articles
daily-epub db migrate           # run migrations (also automatic on every start)
daily-epub config check         # validate the config, print the resolved roles, keys and paths
daily-epub users add USER [--admin] [--password-stdin]
daily-epub users passwd USER [--password-stdin]
daily-epub users role USER user|admin
daily-epub users disable USER
daily-epub users enable USER
daily-epub users list
daily-epub users logout USER    # revoke all of USER's sessions
daily-epub job run NAME         # systemd job-unit entry point; normally not run by hand

--dry-run does everything except deliver: it still ingests, persists entries and articles, curates and builds both EPUBs into --out, but it does not copy to BookOrbit, does not run the retention sweep, does not write the issues row and does not advance the ingest watermark. It prints the lineup and the cost report.

--skip-embeddings reads the embedding cache but makes zero Voyage calls. --rescore ignores reusable triage/deep assessments for this run. --max-articles N is a ceiling, never a target: the hard maximum becomes min(curation.max_article_count, N) and the soft target is lowered to fit.

explain answers "why was this (not) in the paper" from the candidate_runs row the run persisted for every considered article: the stage it reached and the reason it stopped, every raw and normalized signal with its presence and effective weight, the top interests, the nearest rated neighbours, the triage and deep assessments (quality, fit, category, rationale, facets), utility and rank, the cluster it landed in and what suppressed it, and the editor's reason for a pick. --url canonicalizes the address; an article that is not in the database at all is reported as never ingested (a feed problem, not a ranking one). --near-misses lists the highest-utility articles that were not selected (by preliminary blend for articles the ranker never reached).

stats is the whole evaluation framework, on purpose: for the last --days (14) it prints the issues and articles published, the mean issue size, explicit ratings by label and per issue, the up/down ratio of rated picks per admitting retriever (admitted_by[0] — triage, interest, knn, exploration, blend, auto_include), the exploration yield (admitted, selected, rated positively), cost per day per provider from runs.provider_costs_json, and the mean generation time. Plain text, one fact per line. Tune from it and from reading the paper; anything more waits for more ratings.

features backfill embeds the rated and published articles first (the learned set), then the standing interests, then — only with --all — every other article first seen in the window. It prints an estimate and asks before spending more than 5M tokens unless --yes; a warm cache makes zero calls. features prune drops embeddings of articles neither rated nor published that are older than curation.ranking.embedding_retention_days, and candidate_runs rows and article_assessments older than curation.ranking.telemetry_retention_days. generate runs the same sweep once after publishing, best effort.

config check loads and validates the configuration exactly as generate would and prints one fact per line: the config path, the database, profile, interests and publish paths with exists/MISSING, each [llm] role with its provider name, kind, model, effort, ceiling and whether its key is present, the Voyage line likewise, and editorial.summary_model. Lines that need attention start with !. It exits non-zero only on a validation error — a missing key or file is a warning, since the run degrades rather than fails — and never opens the database or takes the lock, so it is safe to run next to a live generate.

Web site and dashboard

The server is both the public newspaper index and the private operator UI. An anonymous visitor sees titles, authors, sources, metadata, AI summaries, why lines and outbound comment links; article bodies, the Brief, the World Briefing and comments stay private. A signed-in user sees complete issues and article chapters and can download artifacts. An admin can additionally rate articles and use every /dashboard/* page, including settings and jobs. Personalization is shared across accounts for now.

Accounts are deliberately managed on the host, not in the browser. Usernames are case-insensitive and passwords must be 121024 characters. Bootstrap with daily-epub users add <username> --admin; use users passwd, role, disable/enable, list, and logout for later administration. Password changes and disabling a user revoke that user's sessions. /dashboard/users is a read-only view of roles, status, login times, and open sessions.

The Jobs page starts only the fixed job catalogue as daily-epub-job@<name>.service; the web server never runs the pipeline inside its own process. Install systemd/daily-epub-job@.service and the narrowly scoped systemd/50-daily-epub.rules polkit rule, and put the server user in systemd-journal so the page can show status and its configured journal tail. Set server.jobs_enabled = false to make starts unavailable.

The Settings page derives its fields from Config, rewrites config.toml in place with toml_edit, preserves comments/order and file permissions, validates before an atomic rename, and records attributed history. It re-reads hand edits on the next view. DAILY_EPUB_* overrides appear locked, and secrets are shown only as present or absent. Shipped providers (deepseek, anthropic, gemini) cannot be removed because defaults would restore them; leave one unreferenced or edit it. Custom providers can be removed after no [llm] role references them. The service needs /etc/daily-epub in ReadWritePaths for these writes.

Web routes

Route Access Purpose
GET /, /issues, /issues/{date}, /feed.xml Public Latest issue, archive, stripped issue index, and equivalent Atom feed. Signed-in issue views expand to the complete issue.
GET /issues/{date}/articles/{id}, /world, /behind User or admin Private article, World Briefing, and Behind the paper chapters.
GET /robots.txt, /static/{file} Public Crawler policy and embedded CSS, JavaScript, and favicon.
GET/POST /login, POST /logout Public/session Sign in and out; login attempts are throttled per client IP.
GET /account, POST /account/password, /account/logout-all User or admin Change the current password or revoke sessions.
POST /rate Admin Append an attributed dashboard rating event.
GET /dashboard Admin Run, budget, rating, job, and config overview.
GET /dashboard/runs[/{id}], /articles[/{id}], /ratings, /stats Admin Pipeline history, article explanations, rating contributions/history, and evaluation stats.
GET/POST /dashboard/profile, POST /dashboard/profile/restore Admin Edit profile.md, inspect prompts/adjustments, and restore a version.
GET/POST /dashboard/settings, POST /dashboard/settings/providers, GET /dashboard/settings/history Admin Edit validated configuration and inspect its audit log.
GET /dashboard/jobs, GET /dashboard/jobs/{id}, POST /dashboard/jobs/{name} Admin Start fixed systemd jobs and inspect status and logs.
GET /dashboard/users Admin Read-only users and open-session list; edits use the CLI.
GET /files/epub/{name}, /files/xtc/{name} Public if Basic auth is unset; otherwise session or Basic auth Published downloads. Keeping them public when Basic auth is absent preserves existing OPDS acquisition links.
GET /opds, /opds/, /opds/daily.xml Existing optional Basic auth OPDS acquisition feed.
GET /r/..., /healthz, /issues.json Existing policy HMAC rating links, health, and issue reports.

Configuration

Start from config.example.toml. Load order, later wins:

  1. built-in defaults
  2. the TOML file (--config PATH, else ./config.toml when present)
  3. DAILY_EPUB_* environment variables

Nested keys use a double underscore: [miniflux] api_key becomes DAILY_EPUB_MINIFLUX__API_KEY, and a provider's key is DAILY_EPUB_PROVIDERS__<NAME>__API_KEY with the [providers.<name>] table name upper-cased — the shipped registry reads DAILY_EPUB_PROVIDERS__DEEPSEEK__API_KEY, DAILY_EPUB_PROVIDERS__ANTHROPIC__API_KEY and DAILY_EPUB_PROVIDERS__GEMINI__API_KEY (provider names are therefore lowercase a-z0-9_). Top-level keys are just uppercased: DAILY_EPUB_LOOKBACK_HOURS=30. As a convenience, plain DAILY_EPUB_SECRET is accepted as an alias for server.hmac_secret (the explicit key wins if both are set).

Secrets belong in the environment file, never in the TOML. Stale configuration fails at startup rather than silently curating without a provider: a [deepseek] or [anthropic] table, a top-level max_daily_usd, a batch-size or temperature key outside [llm], or a DAILY_EPUB_DEEPSEEK__* / DAILY_EPUB_ANTHROPIC__* environment variable is an error naming the new key.

Switching providers

The roles are names, the providers are tables. To run the editor on Gemini:

[llm]
editor = "gemini"          # [providers.gemini] is already declared in config.example.toml

and put DAILY_EPUB_PROVIDERS__GEMINI__API_KEY=… in the env file. A one-off A/B without touching the file, since every key is also an env var:

DAILY_EPUB_LLM__EDITOR=gemini daily-epub generate --dry-run --date 2026-09-02

The same works for bulk. Both roles may name one provider (they then share one client and one max_daily_usd), editor = "" runs everything on bulk, and a new endpoint is a new [providers.<name>] table: kind = "openai" for any OpenAI-compatible chat-completions API (DeepSeek, Gemini, OpenAI, a local server), kind = "anthropic" for the Messages API. daily-epub config check prints what resolved.

Reference

Key Default Meaning
timezone America/New_York Day boundaries and --date interpretation.
lookback_hours 26 Size of the ingest window ending at the issue day's end (clamped to now).
target_article_count 20 Soft target the editor aims for. There is no minimum: a nine-pick issue is published as nine.
retention_days 21 EPUBs older than this are deleted from publish.epub_dir. SQLite history is kept forever.
xtc_retention_count 5 How many XTC issues to keep in publish.xtc_dir. Counted, not dated: each .xtch is ~80100 MB, so the binding constraint is disk, not age.
world_briefing true Include the Wikipedia Current Events section.
database_path /var/lib/daily-epub/daily-epub.db SQLite file; parent dirs are created.
out_dir /var/lib/daily-epub/out Where generate writes artifacts before publishing.
profile_path data/profile.md Hand-maintained reader profile, loaded every run.
interests_opml data/scour-interests.opml Scour interests merged with the profile interests.
miniflux.base_url http://127.0.0.1:8082 Miniflux root (no /v1).
miniflux.api_key DAILY_EPUB_MINIFLUX__API_KEY. Required.
miniflux.page_limit 250 Entries per page; Miniflux caps this at 250.
llm.bulk deepseek The [providers.*] name that runs triage, deep assessment and every fallback. "" ⇒ no bulk provider (those stages are skipped).
llm.editor anthropic The provider that assembles the lineup, writes the summaries and The Brief and rebuilds the profile. "" or absent ⇒ everything runs on bulk. Naming the same provider as bulk shares one client and one ceiling.
llm.triage_batch_size 25 Articles per first-pass triage request.
llm.deep_batch_size 8 Articles per close-reading assessment request. The removed score_batch_size key is a startup error.
llm.score_temperature 0.3 Scoring temperature, sent only to openai-kind providers.
llm.editorial_temperature 0.8 Summaries and The Brief on an openai-kind provider.
providers.<name>.kind openai (chat completions at {base_url}/chat/completions, bearer key) or anthropic (Messages API: output_config.effort, a cached system block, fallbacks = "default" with the server-side-fallback-2026-07-01 beta). Shipped entries: deepseek, anthropic, gemini.
providers.<name>.base_url Endpoint root. DeepSeek https://api.deepseek.com/v1; Anthropic https://api.anthropic.com; Gemini https://generativelanguage.googleapis.com/v1beta/openai.
providers.<name>.model deepseek-v4-flash (verified 2026-08-15), claude-opus-5, gemini-3.8-flash (verified 2026-09-02).
providers.<name>.api_key DAILY_EPUB_PROVIDERS__<NAME>__API_KEY, environment only. Absent ⇒ that role is unavailable and degrades (bulk ⇒ heuristic curation, editor ⇒ bulk).
providers.<name>.effort high (anthropic, gemini) anthropic: low, medium, high, xhigh or maxoutput_config.effort. openai: passed through as reasoning_effort (Gemini takes minimalhigh); omit it for models without one (DeepSeek).
providers.<name>.max_daily_usd 2.0 / 3.0 / 3.0 That provider's ceiling per UTC day of the run's start, not per run — a re-run inherits what earlier runs that day already spent on it (runs.provider_costs_json). Tripping it skips that provider's remaining calls; in-flight requests finish and the paper still publishes. 0 disables the guard.
providers.<name>.max_concurrent_requests 4 Triage and deep-assessment batches in flight on the bulk provider; summaries in flight on the summary provider.
providers.<name>.price_input_per_mtok 0.14 / 5.0 / 0.75 USD per 1M cache-miss input tokens (cost guardrail arithmetic).
providers.<name>.price_cache_read_per_mtok 0.0028 / 0.5 / 0.075 USD per 1M cache-hit input tokens.
providers.<name>.price_cache_write_per_mtok 0.0 / 6.25 / 0.0 USD per 1M tokens written to the prompt cache (implicit caches charge nothing).
providers.<name>.price_output_per_mtok 0.28 / 25.0 / 3.75 USD per 1M output tokens, thinking tokens included where the provider bills them as output.
voyage.enabled true Embed articles and interests with Voyage AI. false ⇒ cached vectors only.
voyage.base_url https://api.voyageai.com/v1 POST {base_url}/embeddings.
voyage.model voyage-4-lite Embedding model; changing it invalidates the cache.
voyage.api_key DAILY_EPUB_VOYAGE__API_KEY. Absent ⇒ cached vectors only.
voyage.output_dimension 512 One of 256, 512, 1024, 2048.
voyage.batch_size 32 Texts per request.
voyage.max_concurrent_requests 4 Requests in flight.
voyage.max_input_chars 60000 Per-article cut, on a char boundary.
voyage.max_daily_usd 0.50 Runaway guard at $0.02/M tokens.
curation.max_article_count 28 Hard ceiling on issue size. --max-articles N lowers it to min(28, N) and drags the soft target down with it. Must be ≥ target_article_count.
curation.always_include_feeds [] Miniflux feed ids or URL substrings that can never be dropped.
curation.blocked_domains [] Hosts excluded outright.
curation.paywall_domains [] Extra paywalled hosts, merged with the built-in list (nytimes, wsj, ft, economist, …).
curation.sections 8 sections The only section names the model may use. World Briefing is reserved and never offered.
curation.feedback.loved_value 1.0 Weight for a Loved it verdict.
curation.feedback.good_value 0.35 Weight for a Good verdict.
curation.feedback.not_for_me_value -1.0 Weight for a Not for me verdict.
curation.feedback.verdicts_in_prompt 60 Recent explicit verdicts included in the system prompt.
curation.recent_rejection_days 7 Churn window for recent low triage/deep assessments.
curation.recent_rejection_floor 3.0 Scores below this floor are excluded during the churn window (except auto-includes).
curation.ranking.* see below Every weight, quota, gate and threshold of the personalized ranker.
editorial.summary_model editor Which [llm] role writes the per-article summaries: editor (with per-article bulk fallback) or bulk.
editorial.summary_input_tokens 3000 Article text offered to the summary prompt.
publish.epub_dir /srv/bookorbit/libraries/daily-epub Both EPUB editions land here by atomic copy, and this is the directory the OPDS feed lists. The editions are distinguished by a (X4) tag in both the filename and dc:title — libraries and OPDS clients list books by title, so the filename alone would make them look identical. Point a BookOrbit watched folder at it if you want its UI too. Renamed from bookorbit_dir; the old key is a hard config error.
publish.xtc_dir /var/lib/daily-epub/xtc XTC artifacts. Not listed in the OPDS feed — CrossPoint cannot acquire them — but downloadable at /files/xtc/<name> for sideloading.
xtc.enabled true Set false to skip the converter entirely.
xtc.command node Converter executable.
xtc.args ["/opt/epub-to-xtc-converter/cli/index.js", "convert"] Prefix; the code appends <input.epub> -o <output> -f <format> (plus -c <settings>).
xtc.format xtch xtc (1-bit) or xtch (2-bit grayscale). xtch is ~96 KB per rendered page, xtc half that.
xtc.settings unset Settings JSON passed as -c. The flag is optional to the converter but the file is required in practice: without font.path the converter exits 2 before doing any work. Start from xtc-settings.example.json.
server.bind 127.0.0.1:3499 Listen address.
server.public_url https://daily.hallada.net Base URL the rating links inside the EPUB are built from.
server.hmac_secret DAILY_EPUB_SERVER__HMAC_SECRET (or DAILY_EPUB_SECRET). Without it, generated links are rejected with 403.
server.basic_auth_user / _pass unset Optional Basic auth for /opds/* and /files/*; signed-in web users may download from /files/* without Basic auth.
server.session_days 30 Sliding lifetime for dashboard login sessions.
server.login_attempts 10 Login attempts allowed per IP in one throttle window.
server.login_window_minutes 15 Length of the login throttle window.
server.jobs_enabled true Allow the dashboard to start the fixed systemd job catalogue.
server.journal_lines 300 Journal lines shown on a dashboard job page (105000).

[curation.ranking] holds the ranker's tunables. The learned signals are gated: knn (rated-neighbour preference) ramps from knn_floor (8) to knn_full (25) rated articles with embeddings, feed (feed affinity) from feed_floor (15) to feed_full (40) attributable ratings; below the floor the signal is absent. Ratings decay with rating_half_life_days (60) over rating_lookback_days (180); neighbour_k (5) neighbours per side and negative_coefficient (0.75) shape the signal. triage_max (800), deep_keep (120), shortlist_keep (60), assessment_reuse_days (3), semantic_min_words (300), exploration_slots (5), [curation.ranking.quotas] (triage 60 · interest 20 · knn 20), [curation.ranking.weights.utility] (quality 0.40 · fit 0.20 · knn 0.15 · interest 0.10 · feed 0.05 · triage 0.05 · social 0.03 · heuristic 0.02, over the signals present for each article of the deep set) and [curation.ranking.diversity] (cluster_threshold 0.85, per_cluster_cap 2, utility_protected 10) drive the LLM triage, deep assessment, utility ranking and diversification stages. [curation.ranking.weights.preliminary] (interest 0.35 · knn 0.25 · heuristic 0.20 · feed 0.10 · social 0.10) blends the cheap signals; weights are renormalized over the signals present for each article, so they need not sum to 1. embedding_retention_days (120) and telemetry_retention_days (180) are what features prune enforces. Validation: weights non-negative; deep_keep ≥ shortlist_keep ≥ target_article_count; *_full > *_floor; 0 ≤ cluster_threshold ≤ 1; per_cluster_cap ≥ 1; Voyage batch size and concurrency ≥ 1.


Deployment (systemd)

Units live in systemd/: daily-epub.service (the server), daily-epub-generate.service (oneshot) and daily-epub-generate.timer (05:30 America/New_York, Persistent=true, 5-minute jitter).

# binary
cargo build --release
sudo install -m0755 target/release/daily-epub /usr/local/bin/

# user + state
sudo useradd --system --home /var/lib/daily-epub --shell /usr/sbin/nologin daily-epub

# config + secrets
sudo install -d -m0750 -o daily-epub -g daily-epub /etc/daily-epub
sudo install -m0640 -o daily-epub -g daily-epub config.example.toml /etc/daily-epub/config.toml
sudo -e /etc/daily-epub/config.toml            # set publish dirs, xtc args, public_url
sudo tee /etc/daily-epub/env >/dev/null <<EOF
DAILY_EPUB_MINIFLUX__API_KEY=…
DAILY_EPUB_PROVIDERS__DEEPSEEK__API_KEY=…
DAILY_EPUB_PROVIDERS__ANTHROPIC__API_KEY=…
# DAILY_EPUB_PROVIDERS__GEMINI__API_KEY=…     # only if a role names "gemini"
DAILY_EPUB_VOYAGE__API_KEY=…
DAILY_EPUB_SERVER__HMAC_SECRET=$(openssl rand -hex 32)
EOF
sudo chown daily-epub:daily-epub /etc/daily-epub/env && sudo chmod 0600 /etc/daily-epub/env
# One key per [providers.<name>] entry a role uses, named after the table
# (upper-cased). Any may be left unset: that role is then unavailable and the
# run degrades (editor → bulk, bulk → heuristic curation, Voyage → cached
# vectors). The pre-registry DAILY_EPUB_DEEPSEEK__API_KEY /
# DAILY_EPUB_ANTHROPIC__API_KEY names are a startup error, not a silent no-op.
sudo -u daily-epub bash -c 'set -a; . /etc/daily-epub/env; set +a;
  daily-epub --config /etc/daily-epub/config.toml config check'   # roles, keys present?, paths

# publish dirs must exist and be writable by the service user
sudo install -d -o daily-epub -g daily-epub /var/lib/daily-epub/xtc
sudo setfacl -m u:daily-epub:rwx /srv/bookorbit/libraries/daily-epub   # or chown

# units
sudo install -m0644 systemd/daily-epub.service systemd/daily-epub-generate.service \
                    systemd/daily-epub-generate.timer systemd/daily-epub-job@.service \
                    /etc/systemd/system/
sudo install -m0644 systemd/50-daily-epub.rules /etc/polkit-1/rules.d/
sudo systemctl daemon-reload
sudo systemctl enable --now daily-epub.service daily-epub-generate.timer

Keep ReadWritePaths in sync. The units run under ProtectSystem=strict and list the publish directories explicitly; the server additionally lists /etc/daily-epub so Settings can replace config.toml:

# generate and job units
ReadWritePaths=/home/thallada/bookorbit/books/daily-epub /var/lib/daily-epub/xtc
# server unit
ReadWritePaths=/home/thallada/bookorbit/books/daily-epub /var/lib/daily-epub/xtc /etc/daily-epub

If you change publish.epub_dir or publish.xtc_dir in the config, change these lines too and systemctl daemon-reload, or publishing fails with Read-only file system.

The generate unit deliberately omits MemoryDenyWriteExecute because it spawns Node for the XTC converter, whose JIT needs W+X pages.

Reverse proxy (daily.hallada.net)

The rating links baked into every article chapter point at server.public_url, so daily.hallada.net must resolve and serve TLS from the internet (e-readers tap these links). The OPDS catalog rides on the same host. The login throttle's SmartIpKeyExtractor trusts X-Forwarded-For; this is safe only because the configured bind address is loopback and nginx is the only process that can reach it. With an existing certificate, a minimal nginx site is:

server {
    listen 443 ssl;
    listen [::]:443 ssl;
    server_name daily.hallada.net;

    ssl_certificate     /etc/letsencrypt/live/daily.hallada.net/fullchain.pem;
    ssl_certificate_key /etc/letsencrypt/live/daily.hallada.net/privkey.pem;

    # XTCH files can be tens of MB; don't buffer them through nginx memory.
    proxy_max_temp_file_size 0;

    location / {
        proxy_pass http://127.0.0.1:3499;
        proxy_set_header Host $host;
        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
        proxy_set_header X-Forwarded-Proto $scheme;
    }
}

server {
    listen 80;
    listen [::]:80;
    server_name daily.hallada.net;
    return 301 https://$host$request_uri;
}

Enable it (ln -s into sites-enabled, nginx -t, systemctl reload nginx), then curl https://daily.hallada.net/healthz should return ok. No auth is needed at the proxy layer: rating links are self-authenticating (HMAC tokens) and the OPDS/file routes use the app-level Basic auth from server.basic_auth_user/_pass if you set them.

Installing the XTC converter

sudo git clone https://github.com/bigbag/epub-to-xtc-converter /opt/epub-to-xtc-converter
sudo npm --prefix /opt/epub-to-xtc-converter/cli install --omit=dev
sudo install -m0644 -o daily-epub -g daily-epub \
     xtc-settings.example.json /etc/daily-epub/xtc-settings.json
sudo -e /etc/daily-epub/xtc-settings.json     # point font.path at a font you have

font.path must be an existing TTF/OTF: the converter validates its settings before opening the EPUB and exits 2 with Font path is required otherwise. There is no built-in default, and the converter's own cli/settings.json points at a GNOME font that most servers do not have. Check with fc-list | grep -i serif.

Then verify by hand before trusting the timer — as daily-epub, the account the timer actually uses:

sudo -u daily-epub node /opt/epub-to-xtc-converter/cli/index.js convert \
     "/var/lib/daily-epub/out/The Daily EPUB - $(date +%F) (X4).epub" \
     -o /tmp/xtc-check.xtch -f xtch -c /etc/daily-epub/xtc-settings.json

Do not run this as yourself. /etc/daily-epub is 0750 daily-epub:daily-epub, so any other account — including your own — cannot even traverse into it. The converter loads its settings behind fs.existsSync(), which returns false on EACCES just as it does for a missing file, so an unreadable config is silently discarded and the built-in defaults (font.path: null) are used instead. You get Font path is required for a file that exists and is perfectly valid. Running as daily-epub both avoids the trap and proves the service can read everything it needs.

The OPDS catalog

daily-epub serve publishes its own OPDS 1.2 acquisition feed at https://daily.hallada.net/opds/daily.xml (the bare https://daily.hallada.net/opds, with or without a trailing slash, serves the same feed — one less thing to type on a seven-button keyboard). Point any OPDS client — the X4's CrossPoint browser, KOReader, Calibre — at it and you get the last 14 issues, newest first, both editions of each, with the standard edition listed first and the files served from /files/epub/.

The feed is not a file. It is rendered per request by scanning publish.epub_dir for The Daily EPUB - YYYY-MM-DD*.epub, so it cannot go stale behind a failed publish and there is no generated index for the retention sweep to step around. Entries are titled exactly like each EPUB's dc:title, so the two editions of one issue are distinguishable in the list.

This is deliberately independent of BookOrbit: it needs only the directory, so BookOrbit is optional, and it puts the day's issue one screen from the X4's home instead of several clicks down a library tree.

Why XTC is not in the feed

XTC files are still generated and still land in publish.xtc_dir — they are just not advertised over OPDS, because CrossPoint's OPDS browser can only acquire EPUBs. Two independent reasons, both in the firmware:

  • its OPDS parser marks an entry as a book only when an acquisition link's type is exactly application/epub+zip (a strcmp), and drops the entry otherwise — which surfaces as "No entries found";
  • OpdsBookBrowserActivity hardcodes .epub as the saved filename regardless of the URL or Content-Disposition, and the reader dispatches on extension, so a downloaded .xtch would land under a name it then refuses to open.

XTC remains a first-class format on the device — the file browser lists .xtc/.xtch and there is a dedicated XTC reader — so the artifacts stay downloadable at /files/xtc/<name> (same Basic auth) for sideloading by SD card, WebDAV or the device's web upload UI.

Budget the disk. XTCH is a pre-rendered 2-bit page bitmap — 480×800 px is ~96 KB per page regardless of what is on it — so an issue is large and its size tracks the page count, which font.size drives:

font.size pages .xtch .xtc (1-bit)
34 (converter default) 1,088 104 MB ~52 MB
30 (xtc-settings.example.json) 820 79 MB ~39 MB

Measured on the 20-article issue of 2026-08-15; conversion took ~13 s either way. That is why xtc_dir is swept by count rather than age: at the default xtc_retention_count = 5 it holds ~0.40.5 GB, while the EPUBs beside it age out on the much longer retention_days.


Operational verification

Condensed from spec §5. Run it in this order the first time.

# 1. Config and schema
daily-epub --config /etc/daily-epub/config.toml config check   # roles → providers, keys present?
daily-epub --config /etc/daily-epub/config.toml db migrate

# 2. Ingest only, no keys spent: does Miniflux answer, and with how much?
DAILY_EPUB_OUT_DIR=./out daily-epub generate --dry-run --skip-llm --max-articles 6 --out ./out
#    → prints the window, per-feed entry counts, the lineup and $0.0000

# 3. Inspect the artifacts
ls -la ./out                       # two .epub files
epubcheck "./out/The Daily EPUB - $(date +%F).epub"   # expect zero errors
#    open the standard edition in Calibre / KOReader: cover, The Brief,
#    In This Issue, sections, discussions, Behind the paper, colophon; TOC depth 2

# 4. Now with the bulk and editor providers, still not publishing
daily-epub generate --dry-run --out ./out --max-articles 6
#    → check the lineup is sane (at most 6 picks, each with a "why" line) and the
#      printed per-provider cost is well under $1

# 5. Full live run
sudo systemctl start daily-epub-generate
journalctl -u daily-epub-generate -n 100 --no-pager
ls -la /srv/bookorbit/libraries/daily-epub /var/lib/daily-epub/xtc
#    → the issue appears in BookOrbit's UI under the Daily EPUB library only

# 6. Delivery
#    KOReader (Kindle/Palma): browse BookOrbit's OPDS, download, read.
#    Xteink X4 / CrossPoint: OPDS → https://daily.hallada.net/opds/daily.xml
curl -s https://daily.hallada.net/healthz
curl -s https://daily.hallada.net/opds/daily.xml | head
curl -s https://daily.hallada.net/issues.json | jq '.[0]'

# 7. Feedback loop: tap Loved it / Good / Not for me in KOReader, then
sqlite3 /var/lib/daily-epub/daily-epub.db 'select * from rating_events order by event_at desc;'

# 8. Watch cost and quality for a week
daily-epub stats --days 7
daily-epub explain --date $(date +%F) --near-misses

Tune curation.ranking.deep_keep, target_article_count and curation.always_include_feeds from what you see in step 8, and read the paper's Behind the paper chapter each morning: it is the same numbers, on the device.

Troubleshooting

Symptom Likely cause
ingesting entries from miniflux error chain wrong miniflux.base_url/API key, or Miniflux is down. Fatal by design.
Rating links return 403 the issue was generated with a different (or missing) server.hmac_secret than the running server has.
Read-only file system while publishing ReadWritePaths in the unit does not cover the configured publish dirs.
Run status degraded a best-effort stage failed; the warnings are in the report (/issues.json, runs.error, the journal).
No XTC file xtc.enabled = false, Node missing, wrong xtc.args path, or xtc.settings unset/pointing at a font that does not exist. Non-fatal — the X4 can read the X4 EPUB from BookOrbit instead. The report warning quotes the converter's own error.
Font path is required for a settings file that does set font.path The process cannot read the file, and the converter cannot tell that apart from the file not existing. Almost always running the converter as yourself instead of daily-epub (see above), or a font path that has moved. sudo -u daily-epub cat /etc/daily-epub/xtc-settings.json and sudo -u daily-epub test -r <font> && echo ok settle it.
The X4's OPDS browser says "No entries found" It fetched and parsed the feed but accepted no entry. Every acquisition link must be typed exactly application/epub+zip; anything else is dropped silently. curl -s -u user:pass https://daily.hallada.net/opds/daily.xml | grep -c "<entry>" — zero means nothing has been published yet.
The X4's OPDS browser says "Failed to fetch feed" The request never completed: wrong URL, TLS, or credentials. "Failed to parse feed" means malformed XML. The three messages are distinct — read which one you got.
No World Briefing Retrieval begins with the previous calendar day (the latest completed page) and falls back up to world::MAX_LOOKBACK_DAYS days. A warning means those pages were empty or Wikipedia was unreachable.
An X4 cover still shows an old black band after regeneration CrossInk caches its generated home-screen thumbnail under the EPUB path. Delete that book's cache before retesting the same filename, reopen the EPUB, then return to the Minimal home screen.

Development

cargo test                 # unit + integration, fully offline
cargo clippy --all-targets
cargo fmt

The crate is a library plus a thin binary, so tests drive the pipeline directly. tests/e2e_pipeline.rs is the capstone: synthetic entries → dedupe → offline extraction → signals → triage → admission → selection (both the --skip-llm route and a MockBackend DeepSeek route) → editorial → both EPUB editions → publish → OPDS and database rows, with no network access anywhere. tests/m4_epub.rs covers the rendered chapters, including Behind the paper in both editions; the stats and lock tests live next to their modules (curate/telemetry.rs, lock.rs).

Layout

src/pipeline.rs wires the stages; src/types.rs is the contract between them; src/auth.rs owns the rating token formula, shared by the EPUB writer and the server. The stages themselves:

miniflux.rs   ingest            curate/       triage, assessment and selection
dedupe.rs     clustering          prefilter, llm, triage, admit, assess, rank,
                                  editor, editorial, embedding, signals, telemetry
extract.rs    body text           profile/    the reader's taste profile
images/       article images    comments.rs   discussion chapters
  normalize     usable <img>    world.rs      the world briefing
  refs          what's there    epub/         the two editions
  fetch         download          chapters, cover, build, x4
  encode        re-encode       publish.rs    BookOrbit + XTC
  embed         into the page   server.rs     ratings, OPDS
html.rs       markup helpers    db.rs         SQLite
lock.rs       one writer at a time (flock on <database_path>.lock)

Two modules are worth knowing about before you go looking for their contents. src/html.rs holds the generic markup helpers — tag scanning, escaping, entity decoding, XHTML fixups — that extraction, images, comments and the world briefing all need; put anything that works on markup without caring what the markup is about there. src/images/ owns every stage of an article's images, which is otherwise the kind of concern that smears itself across extraction and EPUB building; see its module docs for the order the stages run in.

Auditing images against real articles

Image handling fails in ways no synthetic fixture predicts, because every publisher invents its own lazy-loading scheme. examples/image_audit.rs replays the extraction and image pipeline over the articles of issues already published and counts what actually reaches the page:

cargo run --release --example image_audit -- \
    --cache /tmp/pagecache ~/bookorbit/books/daily-epub/*.epub

It prints per-article refs / embedded / shown / placeholders, a tally of loss reasons, and totals. Pages are cached on first run, so a change can be measured against byte-identical input; --dump <title substring> lists the URLs one article resolved to, and --epub-out DIR writes a readable EPUB of the audited articles so the images can be looked at on a device rather than counted in a table. It needs the network and is not part of cargo test.


Known limitations

From spec §7, plus what implementation turned up:

  • X/Twitter social proof is omitted — no free API. The social.source enum reserves x for the day that changes.
  • Lobsters linkage only works when the entry arrived via a lobste.rs feed or carries a lobste.rs/s/<id> comments URL: there is no public URL-search API.
  • Paywalled articles degrade to an excerpt plus a link. They are penalized in the pre-filter but not banned — strong social proof can still surface them.
  • The Xteink X4 cannot follow rating links (no browser). Rating happens from KOReader devices; the X4 edition still carries the links harmlessly.
  • Reddit is rate-limited to ~1 request/second and is skipped for the rest of the run after a 429. Social data is best-effort by design.
  • "Came via Scour" needs the feed URL. It is detected from the live Miniflux feed map during a run; re-deriving it later from the entries table alone falls back to matching the feed title.
  • Images are downloaded once per edition (the two editions need different resolutions and colour profiles), so an image-heavy issue makes two passes.
  • An image that cannot be embedded is dropped, not announced, unless its alt text is a real description — decorative rules, spacers and dead links would otherwise litter the page with [image: …] lines. Verify image handling with examples/image_audit.rs after touching extraction.
  • dc:date rides inside a dcterms:date metadata fragment because epub-builder neither exposes dc:date nor accepts a non-chrono date. The OPF output is correct; the mechanism is a workaround.
  • async-openai is not used. The published crate exposes neither Client nor types::chat in a usable feature combination and would add a second HTTP stack, so curate/llm.rs speaks the OpenAI-compatible wire protocol over the shared reqwest client instead, behind a ChatBackend trait. The dependency was removed.
  • Two wire protocols are implemented, openai (chat completions) and anthropic (Messages API), each a ChatBackend impl. Providers are config entries over those two kinds, each with its own UsageMeter, price table and ceiling; a protocol that is neither means another impl. Voyage AI embeddings sit behind the analogous EmbeddingBackend trait in curate/embedding.rs.
  • Triage and union admission replace the heuristic gate. Every eligible article gets interest, rated-neighbour, feed-affinity, social and heuristic signals, then DeepSeek reads its opening (up to triage_max). The deep set is the union of triage, interest, neighbour, exploration, blend and auto-include retrievers. explain shows the assessment and admitted_by. Learned signals stay absent until their gates open (8 and 15 ratings respectively).
  • Deep assessment and diversity are live. DeepSeek reads a representative beginning/middle/end sample, separates editorial quality from reader fit, and records descriptive facets. Utility is normalized over the deep set; embedding leader clusters cap near-duplicates before the 60-item editor shortlist.
  • DeepSeek's content filter rejects whole batches. A 400 Content Exists Risk refuses the entire request when any one article in it trips the input filter, without saying which. Triage and deep assessment therefore bisect a rejected batch (halves, then quarters, down to single articles) so the other articles keep their assessment. A single article the bulk provider still refuses is retried once on the editor provider with the same prompt when that is a different provider; if that also fails, an article_assessments row with kind = 'provider_rejected' and a NULL score is written so the article is not sent again for assessment_reuse_days, and it is ranked on its other signals. See them with explain (triage: rejected by provider — deepseek: …), the triage: / assess: log lines (… 3 rejected (2 recovered on gemini)), the · N rejected suffix on the curation: line, or sqlite3 /var/lib/daily-epub/daily-epub.db "select stage, count(*) from article_assessments where kind = 'provider_rejected' group by stage".
  • One shared reader profile, one issue per day. Multiple login accounts and user/admin roles are supported, but they share one personalization model; there is no per-user issue or weekly/retrospective edition (spec §6).
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A personalized daily newspaper, delivered as EPUB
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