"""Integration tests for the consolidation engine. These tests exercise the real consolidation implementation with actual database operations. Note: Consolidation runs automatically after retain via SyncTaskBackend in tests. """ import uuid from datetime import datetime, timezone from unittest.mock import AsyncMock, MagicMock, call, patch import pytest from hindsight_api.config import _get_raw_config from hindsight_api.engine.consolidation.consolidator import ( _aggregate_source_fields, _build_response_model, _count_observations_for_scope, _find_related_observations, run_consolidation_job, ) from hindsight_api.engine.memory_engine import MemoryEngine from hindsight_api.engine.reflect.tools import ( tool_recall, tool_search_mental_models, tool_search_observations, ) @pytest.fixture(autouse=True) def enable_observations(): """Enable observations for all tests in this module.""" from hindsight_api.config import _get_raw_config config = _get_raw_config() original_value = config.enable_observations config.enable_observations = True yield config.enable_observations = original_value class TestConsolidationIntegration: """Integration tests for consolidation with real database. These tests verify that consolidation creates observations correctly. Since we use SyncTaskBackend in tests, consolidation runs synchronously after retain completes. """ @pytest.mark.asyncio async def test_consolidation_creates_observation_after_retain(self, memory: MemoryEngine, request_context): """Test that consolidation creates an observation after retain.""" bank_id = f"test-consolidation-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain a memory - consolidation runs automatically after await memory.retain_async( bank_id=bank_id, content="Peter loves hiking in the mountains every weekend.", request_context=request_context, ) # Verify observation exists in memory_units # (consolidation already ran as part of retain via SyncTaskBackend) async with memory._pool.acquire() as conn: observations = await conn.fetch( """ SELECT id, text, proof_count, fact_type FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) # Observation may or may not be created depending on LLM relevance judgment # The important thing is no errors occurred if observations: obs = observations[0] assert obs["proof_count"] >= 1 assert obs["fact_type"] == "observation" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_consolidation_processes_multiple_memories(self, memory: MemoryEngine, request_context): """Test that consolidation processes multiple related memories.""" bank_id = f"test-consolidation-multi-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain first memory await memory.retain_async( bank_id=bank_id, content="Peter enjoys hiking on mountain trails.", request_context=request_context, ) # Retain a second related memory await memory.retain_async( bank_id=bank_id, content="Peter went hiking in the Alps last weekend and loved it.", request_context=request_context, ) # Check observations after both retains async with memory._pool.acquire() as conn: observations = await conn.fetch( """ SELECT id, text, proof_count FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' ORDER BY proof_count DESC """, bank_id, ) # Should have at least one observation # If the LLM determined both memories support the same observation, # proof_count might be > 1 if observations: # Verify structure is correct assert all(obs["text"] for obs in observations) assert all(obs["proof_count"] >= 1 for obs in observations) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_consolidation_no_new_memories(self, memory: MemoryEngine, request_context): """Test that consolidation handles case when no new memories exist.""" bank_id = f"test-consolidation-empty-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Run consolidation without any memories result = await run_consolidation_job( memory_engine=memory, bank_id=bank_id, request_context=request_context, ) assert result["status"] == "no_new_memories" assert result["memories_processed"] == 0 # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_consolidation_respects_last_consolidated_at(self, memory: MemoryEngine, request_context): """Test that consolidation only processes memories created after last_consolidated_at.""" bank_id = f"test-consolidation-timestamp-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain a memory - consolidation runs automatically await memory.retain_async( bank_id=bank_id, content="Alice works at a technology company.", request_context=request_context, ) # Run consolidation again - should have no new memories result = await run_consolidation_job( memory_engine=memory, bank_id=bank_id, request_context=request_context, ) # Should report no new memories since consolidation already ran assert result["status"] == "no_new_memories" assert result["memories_processed"] == 0 # Add a new memory await memory.retain_async( bank_id=bank_id, content="Alice got promoted to senior engineer.", request_context=request_context, ) # Run consolidation again - should also have no new memories # because consolidation ran automatically after the second retain result = await run_consolidation_job( memory_engine=memory, bank_id=bank_id, request_context=request_context, ) assert result["status"] == "no_new_memories" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_consolidation_copies_entity_links(self, memory: MemoryEngine, request_context): """Test that observations inherit entity links from source memories.""" bank_id = f"test-consolidation-entities-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain a memory with a named entity await memory.retain_async( bank_id=bank_id, content="John Smith is the CEO of Acme Corporation.", request_context=request_context, ) # Check observation and its entity links async with memory._pool.acquire() as conn: observation = await conn.fetchrow( """ SELECT id FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' LIMIT 1 """, bank_id, ) if observation: # Check if entity links were copied entity_links = await conn.fetch( """ SELECT entity_id FROM unit_entities WHERE unit_id = $1 """, observation["id"], ) # Observation should have inherited entity links from source memory # (may be empty if no entities were extracted, which is fine) assert entity_links is not None # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_consolidation_observations_included_in_recall(self, memory: MemoryEngine, request_context): """Test that observations created by consolidation are returned in recall.""" bank_id = f"test-consolidation-recall-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain a memory - consolidation runs automatically await memory.retain_async( bank_id=bank_id, content="Sarah is an expert Python programmer who specializes in machine learning.", request_context=request_context, ) # Recall with observations included recall_result = await memory.recall_async( bank_id=bank_id, query="What does Sarah do?", fact_type=["world", "experience", "observation"], request_context=request_context, ) # Observations come back as regular results with fact_type='observation' assert hasattr(recall_result, "results") # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_consolidation_uses_source_memory_ids(self, memory: MemoryEngine, request_context): """Test that observations use source_memory_ids (not memory_links) to track source facts. Observations rely on source_memory_ids for traversal: - Entity connections: observation → source_memory_ids → unit_entities - Semantic similarity: observations have their own embeddings - Temporal proximity: observations have their own temporal fields No memory_links are created between observations and their source facts. """ bank_id = f"test-consolidation-links-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain a memory - consolidation runs automatically await memory.retain_async( bank_id=bank_id, content="Maria works as a software engineer at Microsoft.", request_context=request_context, ) # Check that observation has source_memory_ids but no memory_links async with memory._pool.acquire() as conn: observation = await conn.fetchrow( """ SELECT id, source_memory_ids FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' LIMIT 1 """, bank_id, ) if observation: # Observation should have source_memory_ids assert observation["source_memory_ids"] is not None, "Observation should have source_memory_ids" assert len(observation["source_memory_ids"]) > 0, "Observation should have at least one source memory" source_memory_id = observation["source_memory_ids"][0] # Verify the source memory exists source_memory = await conn.fetchrow( """ SELECT id, fact_type FROM memory_units WHERE id = $1 """, source_memory_id, ) assert source_memory is not None, "Source memory should exist" assert source_memory["fact_type"] in ("world", "experience"), "Source should be a fact" # No memory_links should exist between observation and source # (observations rely on source_memory_ids for traversal) links = await conn.fetch( """ SELECT * FROM memory_links WHERE (from_unit_id = $1 AND to_unit_id = $2) OR (from_unit_id = $2 AND to_unit_id = $1) """, source_memory_id, observation["id"], ) assert len(links) == 0, "No memory_links should exist between observation and source" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_consolidation_merges_only_redundant_facts(self, memory: MemoryEngine, request_context): """Test that consolidation only merges truly redundant facts. Observations should be fine-grained (almost 1:1 with memories). Only merge when facts are truly redundant (saying the same thing differently) or when one directly updates another (e.g., location change). Given: - "Alex lives in Italy" - "Alex moved to the US recently" (updates the living location) The second fact should UPDATE the first, not create a separate observation. But unrelated facts like "Alex works at Vectorize" should stay separate. """ bank_id = f"test-consolidation-merge-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain a memory about living location await memory.retain_async( bank_id=bank_id, content="Alex lives in Italy.", request_context=request_context, ) # Retain an unrelated memory (different topic - should NOT merge) await memory.retain_async( bank_id=bank_id, content="Alex works at Vectorize as an engineer.", request_context=request_context, ) # Check observations - should have 2 separate observations async with memory._pool.acquire() as conn: obs_before = await conn.fetch( """ SELECT id, text FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) # Add a memory that UPDATES the living location (should merge with first) await memory.retain_async( bank_id=bank_id, content="Alex recently moved to the United States.", request_context=request_context, ) # Check observations after consolidation async with memory._pool.acquire() as conn: observations = await conn.fetch( """ SELECT id, text, proof_count, source_memory_ids FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' ORDER BY created_at """, bank_id, ) # Key assertions: # 1. Consolidation ran without errors # 2. Observations exist assert len(observations) >= 1, "Expected at least one observation" # The work-related fact should remain separate from location facts # (LLM behavior varies, so we check structure rather than exact count) for obs in observations: assert obs["text"], "Observation should have text" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_consolidation_keeps_different_people_separate(self, memory: MemoryEngine, request_context): """Test that consolidation NEVER merges facts about different people. Each person's facts should stay in separate observations. """ bank_id = f"test-consolidation-people-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Add facts about different people await memory.retain_async( bank_id=bank_id, content="John lives in New York.", request_context=request_context, ) await memory.retain_async( bank_id=bank_id, content="Mary lives in Boston.", request_context=request_context, ) await memory.retain_async( bank_id=bank_id, content="Bob works at Google.", request_context=request_context, ) # Check observations - should have separate observations for each person async with memory._pool.acquire() as conn: observations = await conn.fetch( """ SELECT id, text, source_memory_ids FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) # Should have multiple observations (one per person/fact) # Not everything merged into one assert len(observations) >= 2, ( f"Expected multiple observations for different people, got {len(observations)}" ) # No single observation should mention multiple different people # (This is a structural check - each observation should be focused) for obs in observations: text = obs["text"].lower() people_mentioned = sum([1 for name in ["john", "mary", "bob"] if name in text]) assert people_mentioned <= 1, f"Observation should not merge different people: {obs['text']}" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_consolidation_merges_contradictions(self, memory: MemoryEngine, request_context): """Test that contradictions about the same topic are merged with history. When facts contradict each other (same person, same topic, opposite info), they should be merged into ONE observation that captures the change. Example: - "Alex loves pizza" - "Alex hates pizza" → Should become: "Alex used to love pizza but now hates it" (or similar) """ bank_id = f"test-consolidation-contradict-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Add initial fact await memory.retain_async( bank_id=bank_id, content="Alex loves pizza.", request_context=request_context, ) await memory.wait_for_background_tasks() # Check we have one observation async with memory._pool.acquire() as conn: obs_before = await conn.fetch( """ SELECT id, text FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) count_before = len(obs_before) # Add contradicting fact (same person, same topic, opposite sentiment) await memory.retain_async( bank_id=bank_id, content="Alex hates pizza.", request_context=request_context, ) await memory.wait_for_background_tasks() # Check observations after consolidation async with memory._pool.acquire() as conn: observations = await conn.fetch( """ SELECT id, text, source_memory_ids, history FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) # The contradiction should be reflected in observations — either: # 1. Merged into one observation with temporal context (e.g., "used to love, now hates") # 2. The original observation updated to reflect the new state # 3. Two separate observations capturing each state # The key is that the contradiction is tracked, not ignored. assert len(observations) >= 1, "Should have at least one observation after contradiction" all_texts = " ".join(obs["text"].lower() for obs in observations) all_source_ids = [] for obs in observations: all_source_ids.extend(obs["source_memory_ids"] or []) # At least one observation should reference the contradiction # (either via text content or by having multiple source memories) has_contradiction_awareness = ( ("hate" in all_texts or "hates" in all_texts) or ("used to" in all_texts or "now" in all_texts or "but" in all_texts) or len(all_source_ids) > 1 ) assert has_contradiction_awareness, ( f"Observations should reflect the contradiction. Got: {[obs['text'] for obs in observations]}" ) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) class TestConsolidationDisabled: """Test consolidation when disabled via config.""" @pytest.mark.asyncio async def test_consolidation_returns_disabled_status(self, memory: MemoryEngine, request_context): """Test that consolidation returns disabled status when enable_observations is False.""" bank_id = f"test-consolidation-disabled-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Disable observations for this bank via bank config await memory._config_resolver.update_bank_config( bank_id=bank_id, updates={"enable_observations": False}, context=request_context, ) result = await run_consolidation_job( memory_engine=memory, bank_id=bank_id, request_context=request_context, ) assert result["status"] == "disabled" assert result["bank_id"] == bank_id # Cleanup await memory.delete_bank(bank_id, request_context=request_context) class TestRecallObservationFactType: """Test recall with observation as a fact type.""" @pytest.mark.asyncio async def test_recall_with_observation_fact_type(self, memory: MemoryEngine, request_context): """Test that observation can be used as a fact type in recall. When observation is in the types list, the recall should: 1. Return observations in the results field with fact_type='observation' 2. Not raise validation errors for None context fields """ bank_id = f"test-recall-obs-type-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain a memory - consolidation runs automatically await memory.retain_async( bank_id=bank_id, content="Alex is a data scientist who specializes in deep learning and neural networks.", request_context=request_context, ) # Recall with observation in types recall_result = await memory.recall_async( bank_id=bank_id, query="What does Alex do?", fact_type=["observation"], request_context=request_context, ) # Observations come back as regular results with fact_type='observation' assert recall_result is not None assert recall_result.results is not None # Check that results include observations if recall_result.results: for obs in recall_result.results: assert obs.id is not None assert obs.text is not None assert obs.fact_type == "observation" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_recall_with_mixed_fact_types_including_observation(self, memory: MemoryEngine, request_context): """Test recall with observation alongside world and experience types.""" bank_id = f"test-recall-mixed-types-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain memories - consolidation runs automatically await memory.retain_async( bank_id=bank_id, content="Jordan is a professional musician who plays guitar in a rock band.", request_context=request_context, ) # Recall with all types including observation recall_result = await memory.recall_async( bank_id=bank_id, query="What does Jordan do?", fact_type=["world", "experience", "observation"], enable_trace=True, request_context=request_context, ) # Should return results without errors assert recall_result is not None # Should have results from world/experience facts assert recall_result.results is not None # Observations come back as regular results with fact_type='observation' # when observation is included in fact_type parameter # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_recall_observation_only_with_trace(self, memory: MemoryEngine, request_context): """Test that recall with only observation type and trace enabled works. This specifically tests the tracer handling of observations with None context. """ bank_id = f"test-recall-obs-trace-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain memory - consolidation creates observation await memory.retain_async( bank_id=bank_id, content="Chris works as a product manager at a startup focused on AI applications.", request_context=request_context, ) # Recall with observation only and trace enabled # This tests the fix for the None context validation error recall_result = await memory.recall_async( bank_id=bank_id, query="Where does Chris work?", fact_type=["observation"], enable_trace=True, request_context=request_context, ) # Should complete without validation errors assert recall_result is not None # Trace should be populated assert recall_result.trace is not None or recall_result.observations is not None # Cleanup await memory.delete_bank(bank_id, request_context=request_context) class TestConsolidationTagRouting: """Test tag routing during consolidation. Tag routing rules: - Same scope (tags match): update existing observation - Fact scoped, observation global (untagged): update global (it absorbs all) - Different scopes (non-overlapping tags): create untagged cross-scope insight - No match: create with fact's tags """ async def _retain_with_tags( self, memory: MemoryEngine, bank_id: str, content: str, tags: list[str], request_context, ): """Helper to retain content with tags using retain_batch_async.""" await memory.retain_batch_async( bank_id=bank_id, contents=[{"content": content}], document_tags=tags, request_context=request_context, ) @pytest.mark.asyncio async def test_same_scope_updates_observation(self, memory: MemoryEngine, request_context): """Test that a tagged fact updates an observation with the same tags. Given: - Memory with tags=['alice']: "Alice likes coffee" - New memory with tags=['alice']: "Alice prefers espresso" Expected: - Observation with tags=['alice'] is updated to reflect both facts """ bank_id = f"test-tag-same-scope-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain first memory with tags await self._retain_with_tags(memory, bank_id, "Alice likes coffee.", ["alice"], request_context) # Check observation has correct tags async with memory._pool.acquire() as conn: obs_before = await conn.fetch( """ SELECT id, text, tags FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) count_before = len(obs_before) if obs_before: assert "alice" in (obs_before[0]["tags"] or []), ( f"Expected observation to have 'alice' tag, got: {obs_before[0]['tags']}" ) # Retain related memory with same tags await self._retain_with_tags( memory, bank_id, "Alice prefers espresso over regular coffee.", ["alice"], request_context ) # Check observations - should NOT have increased (same scope update) async with memory._pool.acquire() as conn: obs_after = await conn.fetch( """ SELECT id, text, tags, source_memory_ids FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) # Count of observations should stay same or decrease (merge) assert len(obs_after) <= count_before + 1, ( f"Same scope fact should update existing observation, not create new. " f"Before: {count_before}, After: {len(obs_after)}" ) # The observation(s) should still have alice tag for obs in obs_after: if "coffee" in obs["text"].lower() or "espresso" in obs["text"].lower(): assert "alice" in (obs["tags"] or []), f"Updated observation should keep 'alice' tag: {obs['text']}" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_scoped_fact_updates_global_observation(self, memory: MemoryEngine, request_context): """Test that a scoped fact can update an untagged (global) observation. Given: - Untagged memory: "Pizza is a popular food" - New memory with tags=['history']: "Pizza originated in Naples" Expected: - The global observation is updated (global absorbs all scopes) """ bank_id = f"test-tag-global-absorb-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain untagged (global) memory await memory.retain_async( bank_id=bank_id, content="Pizza is a popular Italian food.", request_context=request_context, ) await memory.wait_for_background_tasks() # Check untagged observation exists async with memory._pool.acquire() as conn: obs_before = await conn.fetch( """ SELECT id, text, tags FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) count_before = len(obs_before) # Should be untagged or have empty tags if obs_before: assert not obs_before[0]["tags"] or len(obs_before[0]["tags"]) == 0, ( f"Expected untagged observation, got: {obs_before[0]['tags']}" ) # Retain scoped memory that relates to the global topic await self._retain_with_tags(memory, bank_id, "Pizza originated in Naples.", ["history"], request_context) await memory.wait_for_background_tasks() # Check - global observation should be updated OR new scoped observation created async with memory._pool.acquire() as conn: obs_after = await conn.fetch( """ SELECT id, text, tags, source_memory_ids FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' ORDER BY created_at """, bank_id, ) # At least one observation should exist assert len(obs_after) >= 1, "Expected at least one observation" # Check that global observation was updated (source_memory_ids increased) # OR new observation was created with appropriate tags global_observations = [o for o in obs_after if not o["tags"] or len(o["tags"]) == 0] scoped_observations = [o for o in obs_after if o["tags"] and len(o["tags"]) > 0] # Either global was updated or scoped was created assert len(global_observations) >= 1 or len(scoped_observations) >= 1, ( "Expected either global observation update or scoped observation creation" ) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_cross_scope_creates_untagged(self, memory: MemoryEngine, request_context): """Test that cross-scope related facts create untagged (global) insights. Given: - Memory with tags=['alice']: "Alice recommends the Thai restaurant" - Memory with tags=['bob']: "Bob tried the Thai restaurant Alice mentioned" Expected: - A new untagged observation capturing the cross-scope insight """ bank_id = f"test-tag-cross-scope-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain Alice's scoped memory await self._retain_with_tags( memory, bank_id, "Alice recommends the Thai restaurant on Main Street.", ["alice"], request_context ) await memory.wait_for_background_tasks() # Check Alice's observation exists with correct tags async with memory._pool.acquire() as conn: obs_alice = await conn.fetch( """ SELECT id, text, tags FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) count_before = len(obs_alice) # Retain Bob's memory that relates to Alice's topic (cross-scope) await self._retain_with_tags( memory, bank_id, "Bob visited the Thai restaurant on Main Street and loved it.", ["bob"], request_context ) await memory.wait_for_background_tasks() # Check observations async with memory._pool.acquire() as conn: obs_after = await conn.fetch( """ SELECT id, text, tags, source_memory_ids FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' ORDER BY created_at """, bank_id, ) # Note: some LLMs may or may not consolidate cross-scope facts. # Just verify structural correctness of any observations that exist. # If observations were created, ensure alice and bob are not merged into same observation # (cross-scope merging should not produce an observation with both tags) if obs_after: observations_with_both = [ o for o in obs_after if o["tags"] and "alice" in o["tags"] and "bob" in o["tags"] ] assert len(observations_with_both) == 0, ( "Should not merge different scopes into one observation with both tags" ) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_no_match_creates_with_fact_tags(self, memory: MemoryEngine, request_context): """Test that a new fact with no matching observations creates an observation with fact's tags. Given: - Empty bank - Memory with tags=['project_x']: "Project X uses Python" Expected: - Observation created with tags=['project_x'] """ bank_id = f"test-tag-new-scoped-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain tagged memory (no existing observations) await self._retain_with_tags( memory, bank_id, "Project X uses Python for its backend services.", ["project_x"], request_context ) # Check observation was created with correct tags async with memory._pool.acquire() as conn: observations = await conn.fetch( """ SELECT id, text, tags FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) assert len(observations) >= 1, "Expected observation to be created" # The observation should have the fact's tags obs = observations[0] assert obs["tags"] is not None, "Observation should have tags" assert "project_x" in obs["tags"], f"Observation should have 'project_x' tag, got: {obs['tags']}" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_untagged_fact_can_update_scoped_observation(self, memory: MemoryEngine, request_context): """Test that an untagged fact can update a scoped observation. Given: - Memory with tags=['alice']: "Alice works on machine learning" - Untagged memory: "Machine learning involves neural networks" Expected: - The scoped observation may be updated with the global insight - OR a global observation is created """ bank_id = f"test-tag-untagged-update-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain scoped memory await self._retain_with_tags( memory, bank_id, "Alice works on machine learning projects.", ["alice"], request_context ) await memory.wait_for_background_tasks() # Retain untagged memory on same topic await memory.retain_async( bank_id=bank_id, content="Machine learning involves training neural networks.", request_context=request_context, ) await memory.wait_for_background_tasks() # Check observations async with memory._pool.acquire() as conn: observations = await conn.fetch( """ SELECT id, text, tags, source_memory_ids FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' ORDER BY created_at """, bank_id, ) # Either alice's observation was updated OR a global observation was created # This is valid LLM behavior - just verify no errors and structure is correct. # Note: with some LLMs, a single simple fact may not generate an observation, # so we don't assert a minimum count - just verify structural correctness if any exist. for obs in observations: assert obs["text"], "Observation should have text" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_tag_filtering_in_recall(self, memory: MemoryEngine, request_context): """Test that observations respect tag filtering during recall. Observations should be filtered by tags just like memories. """ bank_id = f"test-tag-recall-filter-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain memories with different tags await self._retain_with_tags(memory, bank_id, "Alice works as a software engineer.", ["alice"], request_context) await self._retain_with_tags(memory, bank_id, "Bob works as a product manager.", ["bob"], request_context) # Recall with alice tag only recall_result = await memory.recall_async( bank_id=bank_id, query="What does everyone do for work?", tags=["alice"], tags_match="any_strict", # Only alice's data fact_type=["world", "experience", "observation"], request_context=request_context, ) # Results should only include alice-tagged content # Observations are now regular results with fact_type='observation' observations = [r for r in recall_result.results if r.fact_type == "observation"] for obs in observations: # Observation should be alice-scoped or global (untagged) # Not bob-scoped obs_tags = obs.tags or [] assert "bob" not in obs_tags, f"Recall with tags=['alice'] should not return bob's observations: {obs.text}" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_multiple_actions_from_single_fact(self, memory: MemoryEngine, request_context): """Test that one fact can trigger multiple consolidation actions. Given: - Global observation: "Coffee is a popular beverage" - Alice's observation: "Alice drinks coffee every morning" - New fact with tags=['alice']: "Alice switched to decaf coffee" Expected: - Update Alice's scoped observation (same scope) - Potentially update global observation too (global absorbs all) """ bank_id = f"test-tag-multi-action-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Create global observation await memory.retain_async( bank_id=bank_id, content="Coffee is a popular beverage worldwide.", request_context=request_context, ) # Create alice's scoped observation await self._retain_with_tags(memory, bank_id, "Alice drinks coffee every morning.", ["alice"], request_context) # Check observations before async with memory._pool.acquire() as conn: obs_before = await conn.fetch( """ SELECT id, text, tags, source_memory_ids FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) count_before = len(obs_before) # Add fact that could relate to both await self._retain_with_tags( memory, bank_id, "Alice switched to decaf coffee for health reasons.", ["alice"], request_context ) # Check observations after async with memory._pool.acquire() as conn: obs_after = await conn.fetch( """ SELECT id, text, tags, source_memory_ids, proof_count FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' ORDER BY created_at """, bank_id, ) # Should have processed without errors assert len(obs_after) >= 1, "Expected at least one observation" # Check that consolidation worked (either updates or maintains structure) # The key is no errors and proper tag handling for obs in obs_after: assert obs["text"], "Observation should have text" # Tags should be consistent (not mixing alice and bob, etc.) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_consolidation_inherits_dates_from_source_memory(self, memory: MemoryEngine, request_context): """Test that observations inherit occurred_start and event_date from source memories. When an observation is created, it should inherit the temporal information from the source memory that triggered its creation, not use the current time. """ from datetime import datetime, timezone bank_id = f"test-consolidation-dates-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Create a specific date in the past for testing past_date = datetime(2023, 6, 15, 10, 30, 0, tzinfo=timezone.utc) # First, create a memory unit directly with a specific date async with memory._pool.acquire() as conn: memory_id = uuid.uuid4() await conn.execute( """ INSERT INTO memory_units ( id, bank_id, text, fact_type, occurred_start, event_date, created_at ) VALUES ($1, $2, $3, 'experience', $4, $4, now()) """, memory_id, bank_id, "Sarah went to Paris for vacation and loved the Eiffel Tower.", past_date, ) # Run consolidation manually from hindsight_api.engine.consolidation.consolidator import run_consolidation_job result = await run_consolidation_job( memory_engine=memory, bank_id=bank_id, request_context=request_context, ) # Verify consolidation processed the memory assert result["status"] == "completed" assert result["memories_processed"] >= 1 # Check that observation inherited the date from source memory async with memory._pool.acquire() as conn: observation = await conn.fetchrow( """ SELECT id, text, occurred_start, event_date, source_memory_ids FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' LIMIT 1 """, bank_id, ) if observation: # Observation should have inherited the date from the source memory obs_occurred = observation["occurred_start"] obs_event_date = observation["event_date"] # Dates should match the source memory's date (2023-06-15), not today assert obs_occurred is not None, "Observation should have occurred_start" assert obs_event_date is not None, "Observation should have event_date" # The date should be from 2023, not today assert obs_occurred.year == 2023, ( f"Expected occurred_start year 2023, got {obs_occurred.year}. " "Observation should inherit date from source memory." ) assert obs_occurred.month == 6, f"Expected month 6, got {obs_occurred.month}" assert obs_occurred.day == 15, f"Expected day 15, got {obs_occurred.day}" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_observation_temporal_range_expands_on_update(self, memory: MemoryEngine, request_context): """Test that observation temporal range uses LEAST(occurred_start) and GREATEST(occurred_end). When an observation is updated with a new source fact: - occurred_start should be the EARLIEST start time across all source facts - occurred_end should be the LATEST end time across all source facts This ensures observations capture the full temporal range of their source facts. """ from datetime import datetime, timezone bank_id = f"test-consolidation-temporal-range-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Define dates: first memory is from June 2023, second is from January 2024 early_start = datetime(2023, 6, 1, 10, 0, 0, tzinfo=timezone.utc) early_end = datetime(2023, 6, 15, 18, 0, 0, tzinfo=timezone.utc) late_start = datetime(2024, 1, 10, 9, 0, 0, tzinfo=timezone.utc) late_end = datetime(2024, 1, 20, 17, 0, 0, tzinfo=timezone.utc) # Create first memory with early dates async with memory._pool.acquire() as conn: memory_id_1 = uuid.uuid4() await conn.execute( """ INSERT INTO memory_units ( id, bank_id, text, fact_type, occurred_start, occurred_end, event_date, created_at ) VALUES ($1, $2, $3, 'experience', $4, $5, $4, now()) """, memory_id_1, bank_id, "Tom started learning Python programming in summer 2023.", early_start, early_end, ) # Run consolidation - should create observation with early dates from hindsight_api.engine.consolidation.consolidator import run_consolidation_job result = await run_consolidation_job( memory_engine=memory, bank_id=bank_id, request_context=request_context, ) assert result["status"] == "completed" # Check observation has the early dates async with memory._pool.acquire() as conn: obs_after_first = await conn.fetchrow( """ SELECT id, occurred_start, occurred_end, source_memory_ids FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' LIMIT 1 """, bank_id, ) if obs_after_first: assert obs_after_first["occurred_start"].year == 2023, ( f"Initial observation should have 2023 start, got {obs_after_first['occurred_start']}" ) assert obs_after_first["occurred_end"].year == 2023, ( f"Initial observation should have 2023 end, got {obs_after_first['occurred_end']}" ) # Now add a second related memory with later dates async with memory._pool.acquire() as conn: memory_id_2 = uuid.uuid4() await conn.execute( """ INSERT INTO memory_units ( id, bank_id, text, fact_type, occurred_start, occurred_end, event_date, created_at ) VALUES ($1, $2, $3, 'experience', $4, $5, $4, now()) """, memory_id_2, bank_id, "Tom completed his Python certification in January 2024.", late_start, late_end, ) # Run consolidation again - should update observation with expanded range result = await run_consolidation_job( memory_engine=memory, bank_id=bank_id, request_context=request_context, ) assert result["status"] == "completed" # Check observation now has expanded temporal range async with memory._pool.acquire() as conn: obs_after_second = await conn.fetchrow( """ SELECT id, occurred_start, occurred_end, source_memory_ids, proof_count FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' ORDER BY proof_count DESC LIMIT 1 """, bank_id, ) if obs_after_second and obs_after_second["proof_count"] >= 2: # occurred_start should be the EARLIEST (2023) assert obs_after_second["occurred_start"].year == 2023, ( f"occurred_start should be earliest (2023), got {obs_after_second['occurred_start']}" ) assert obs_after_second["occurred_start"].month == 6, ( f"occurred_start month should be 6 (June), got {obs_after_second['occurred_start'].month}" ) # occurred_end should be the LATEST (2024) assert obs_after_second["occurred_end"].year == 2024, ( f"occurred_end should be latest (2024), got {obs_after_second['occurred_end']}" ) assert obs_after_second["occurred_end"].month == 1, ( f"occurred_end month should be 1 (January), got {obs_after_second['occurred_end'].month}" ) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) class TestObservationDrillDown: """Test that reflect agent can drill down from observations to source memories.""" @pytest.mark.asyncio async def test_search_observations_returns_source_memory_ids(self, memory: MemoryEngine, request_context): """Test that search_observations returns source_memory_ids for drill-down. This verifies the agent can: 1. Find an observation 2. Access its source_memory_ids 3. Use those IDs to expand/recall for more details """ from hindsight_api.engine.reflect.tools import tool_expand, tool_search_observations bank_id = f"test-obs-drilldown-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Store memories with specific details that get summarized in observation await memory.retain_async( bank_id=bank_id, content="Sarah works at TechCorp as a senior software engineer since March 2020.", request_context=request_context, ) await memory.retain_async( bank_id=bank_id, content="Sarah's employee ID at TechCorp is EMP-12345.", request_context=request_context, ) # Search for observations result = await tool_search_observations( memory_engine=memory, bank_id=bank_id, query="Sarah TechCorp", request_context=request_context, ) assert result["count"] > 0, "Expected at least one observation" # Verify source_fact_ids is present (MemoryFact field name for source memories) obs = result["observations"][0] assert "source_fact_ids" in obs, "Observation should have source_fact_ids" # If source_fact_ids exist, verify they can be used with expand if obs["source_fact_ids"]: assert len(obs["source_fact_ids"]) >= 1, "Should have at least one source memory" # Use expand tool to get source memory details async with memory._pool.acquire() as conn: expand_result = await tool_expand( conn=conn, bank_id=bank_id, memory_ids=obs["source_fact_ids"][:2], # Take first 2 depth="chunk", ) assert "results" in expand_result assert len(expand_result["results"]) > 0, "Expand should return source memories" # Verify we get the original detailed information all_text = " ".join(r["memory"]["text"] for r in expand_result["results"] if "memory" in r) # The expanded memories should contain details not necessarily in the observation assert "Sarah" in all_text or "TechCorp" in all_text, ( f"Expanded memories should contain source details. Got: {all_text}" ) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_observation_source_ids_match_contributing_memories(self, memory: MemoryEngine, request_context): """Test that source_memory_ids actually point to the memories that built the observation.""" bank_id = f"test-obs-source-ids-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Store two related memories await memory.retain_async( bank_id=bank_id, content="Project Phoenix was started by the engineering team in January 2024.", request_context=request_context, ) await memory.retain_async( bank_id=bank_id, content="Project Phoenix achieved 99.9% uptime in its first quarter.", request_context=request_context, ) # Get the observation with source_memory_ids async with memory._pool.acquire() as conn: obs_rows = await conn.fetch( """ SELECT id, text, proof_count, source_memory_ids FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) if obs_rows: obs = obs_rows[0] source_ids = obs["source_memory_ids"] or [] # Verify source_memory_ids point to actual memories if source_ids: async with memory._pool.acquire() as conn: source_memories = await conn.fetch( """ SELECT id, text FROM memory_units WHERE id = ANY($1) AND fact_type IN ('world', 'experience') """, source_ids, ) # Should have found the source memories assert len(source_memories) >= 1, ( f"source_memory_ids should point to valid memories. " f"IDs: {source_ids}, Found: {len(source_memories)}" ) # The source memories should contain our original content source_texts = [m["text"].lower() for m in source_memories] has_phoenix = any("phoenix" in t for t in source_texts) assert has_phoenix, f"Source memories should contain original content. Got: {source_texts}" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) class TestHierarchicalRetrieval: """Test the reflect agent's hierarchical retrieval tools. The hierarchy is: 1. search_mental_models - User-curated summaries (highest quality, formerly reflections) 2. search_observations - Auto-consolidated knowledge (formerly mental_models) 3. recall - Raw facts as ground truth When a mental model matches the query, it should be used first. """ @pytest.mark.asyncio async def test_mental_model_takes_priority_over_observation(self, memory: MemoryEngine, request_context): """Test that mental models are found and would be used before observations. Given: - A memory about "John's favorite color is blue" - An observation created from that memory (via consolidation) - A mental model manually created about John When searching, the mental model should be found first. """ bank_id = f"test-hierarchy-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain a memory - consolidation creates an observation await memory.retain_async( bank_id=bank_id, content="John's favorite color is blue and he likes painting.", request_context=request_context, ) # Verify observation was created async with memory._pool.acquire() as conn: obs_count = await conn.fetchval( """ SELECT COUNT(*) FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' """, bank_id, ) assert obs_count >= 1, "Consolidation should have created an observation" # Create a mental model about John (higher quality, user-curated) mental_model = await memory.create_mental_model( bank_id=bank_id, name="John's Preferences", source_query="What are John's preferences?", content="John is an artist who loves the color blue. He has been painting for 10 years and prefers watercolors.", tags=[], request_context=request_context, ) assert mental_model["id"] is not None # Search mental models - should find our mental model async with memory._pool.acquire() as conn: query_embedding = memory.embeddings.encode(["What does John like?"])[0] mental_model_result = await tool_search_mental_models( conn=conn, bank_id=bank_id, query="What does John like?", query_embedding=query_embedding, max_results=5, ) # Mental model should be found assert mental_model_result["count"] >= 1, "Mental model should be found" found_mental_model = mental_model_result["mental_models"][0] assert "John" in found_mental_model["content"] or "blue" in found_mental_model["content"] # Search observations - should also find something obs_result = await tool_search_observations( memory_engine=memory, bank_id=bank_id, query="What does John like?", request_context=request_context, max_tokens=5000, ) assert obs_result["count"] >= 1, "Observation should also be found" # Verify the mental model has higher quality content (more detail) mental_model_content = found_mental_model["content"] obs_content = obs_result["observations"][0]["text"] # The mental model should contain the richer, user-curated content assert "watercolors" in mental_model_content or "10 years" in mental_model_content, ( f"Mental model should have the rich user-curated content. Got: {mental_model_content}" ) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_fallback_to_observation_when_no_mental_model(self, memory: MemoryEngine, request_context): """Test that observations are used when no mental model matches. Given: - A memory about "Sarah works at Google" - An observation created from that memory - NO mental model about Sarah When searching, observations should provide the information. """ bank_id = f"test-hierarchy-fallback-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain a memory - consolidation creates an observation await memory.retain_async( bank_id=bank_id, content="Sarah works at Google as a software engineer.", request_context=request_context, ) # Search mental models - should find nothing async with memory._pool.acquire() as conn: query_embedding = memory.embeddings.encode(["Where does Sarah work?"])[0] mental_model_result = await tool_search_mental_models( conn=conn, bank_id=bank_id, query="Where does Sarah work?", query_embedding=query_embedding, max_results=5, ) # No mental models exist assert mental_model_result["count"] == 0, "No mental models should exist" # Search observations - should find the consolidated knowledge obs_result = await tool_search_observations( memory_engine=memory, bank_id=bank_id, query="Where does Sarah work?", request_context=request_context, max_tokens=5000, ) # Observation should be found assert obs_result["count"] >= 1, "Observation should be found when no mental model exists" obs_text = obs_result["observations"][0]["text"].lower() assert "sarah" in obs_text or "google" in obs_text, ( f"Observation should contain info about Sarah. Got: {obs_text}" ) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_fallback_to_recall_for_fresh_data(self, memory: MemoryEngine, request_context): """Test that recall provides raw facts when needed for verification. This tests the drill-down capability: when mental models are stale or need verification, recall provides the original source facts. """ bank_id = f"test-hierarchy-recall-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain some specific memories await memory.retain_async( bank_id=bank_id, content="The quarterly revenue was $1.5M in Q3 2024.", request_context=request_context, ) await memory.retain_async( bank_id=bank_id, content="The quarterly revenue was $2.1M in Q4 2024.", request_context=request_context, ) # Use recall to get the raw facts recall_result = await tool_recall( memory_engine=memory, bank_id=bank_id, query="What was the quarterly revenue?", request_context=request_context, max_tokens=2048, ) # Should have raw facts with specific numbers assert len(recall_result["memories"]) >= 1, "Recall should find the raw facts" # Check that we get the actual numbers from the original memories all_memory_text = " ".join([m["text"] for m in recall_result["memories"]]) # Accept both abbreviated ($1.5M) and full form ($1.5 million) as LLM extraction can vary has_q3_data = "$1.5M" in all_memory_text or "$1.5 million" in all_memory_text has_q4_data = "$2.1M" in all_memory_text or "$2.1 million" in all_memory_text assert has_q3_data or has_q4_data, f"Recall should return raw facts with specific data. Got: {all_memory_text}" # Cleanup await memory.delete_bank(bank_id, request_context=request_context) class TestMentalModelRefreshAfterConsolidation: """Test that mental models with refresh_after_consolidation trigger are refreshed after consolidation.""" @pytest.mark.asyncio async def test_mental_model_with_trigger_is_refreshed_after_consolidation( self, memory: MemoryEngine, request_context ): """Test that mental models with refresh_after_consolidation=true get refreshed. Given: - A mental model with trigger.refresh_after_consolidation = true - New memories are retained (triggers consolidation) Expected: - After consolidation, the mental model is refreshed (last_refreshed_at updated) """ bank_id = f"test-mm-refresh-trigger-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Create a mental model with refresh_after_consolidation trigger enabled mental_model = await memory.create_mental_model( bank_id=bank_id, mental_model_id=str(uuid.uuid4()), name="User Preferences", source_query="What are the user's preferences?", content="Initial content about user preferences.", tags=[], trigger={"refresh_after_consolidation": True}, request_context=request_context, ) mental_model_id = mental_model["id"] # Verify trigger was set correctly assert mental_model.get("trigger", {}).get("refresh_after_consolidation") is True # Get the initial last_refreshed_at async with memory._pool.acquire() as conn: initial_row = await conn.fetchrow( """ SELECT last_refreshed_at, content FROM mental_models WHERE id = $1 AND bank_id = $2 """, mental_model_id, bank_id, ) initial_refreshed_at = initial_row["last_refreshed_at"] initial_content = initial_row["content"] # Retain a memory - this triggers consolidation which should trigger mental model refresh await memory.retain_async( bank_id=bank_id, content="The user prefers dark mode and uses keyboard shortcuts extensively.", request_context=request_context, ) # Check that the mental model was refreshed async with memory._pool.acquire() as conn: refreshed_row = await conn.fetchrow( """ SELECT last_refreshed_at, content FROM mental_models WHERE id = $1 AND bank_id = $2 """, mental_model_id, bank_id, ) refreshed_at = refreshed_row["last_refreshed_at"] refreshed_content = refreshed_row["content"] # The mental model should have been refreshed (last_refreshed_at updated) assert refreshed_at > initial_refreshed_at, ( f"Mental model should have been refreshed after consolidation. " f"Initial: {initial_refreshed_at}, After: {refreshed_at}" ) # The content should have changed (regenerated by reflect) assert refreshed_content != initial_content, ( f"Mental model content should have been updated. Initial: {initial_content}, After: {refreshed_content}" ) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_mental_model_without_trigger_is_not_refreshed(self, memory: MemoryEngine, request_context): """Test that mental models with refresh_after_consolidation=false are NOT refreshed. Given: - A mental model with trigger.refresh_after_consolidation = false (default) - New memories are retained (triggers consolidation) Expected: - After consolidation, the mental model is NOT refreshed """ bank_id = f"test-mm-no-refresh-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Create a mental model (default trigger is refresh_after_consolidation: false) mental_model = await memory.create_mental_model( bank_id=bank_id, mental_model_id=str(uuid.uuid4()), name="Static Knowledge", source_query="What is the company mission?", content="Our mission is to build great software.", tags=[], request_context=request_context, ) mental_model_id = mental_model["id"] # Get the initial last_refreshed_at and content async with memory._pool.acquire() as conn: initial_row = await conn.fetchrow( """ SELECT last_refreshed_at, content FROM mental_models WHERE id = $1 AND bank_id = $2 """, mental_model_id, bank_id, ) initial_refreshed_at = initial_row["last_refreshed_at"] initial_content = initial_row["content"] # Retain a memory - this triggers consolidation await memory.retain_async( bank_id=bank_id, content="We launched a new product feature today.", request_context=request_context, ) # Check that the mental model was NOT refreshed async with memory._pool.acquire() as conn: after_row = await conn.fetchrow( """ SELECT last_refreshed_at, content FROM mental_models WHERE id = $1 AND bank_id = $2 """, mental_model_id, bank_id, ) after_refreshed_at = after_row["last_refreshed_at"] after_content = after_row["content"] # The mental model should NOT have been refreshed assert after_refreshed_at == initial_refreshed_at, ( f"Mental model without trigger should NOT be refreshed. " f"Initial: {initial_refreshed_at}, After: {after_refreshed_at}" ) # The content should be unchanged assert after_content == initial_content, ( f"Mental model content should be unchanged. Initial: {initial_content}, After: {after_content}" ) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_graph_endpoint_observations_inherit_links_and_entities(self, memory: MemoryEngine, request_context): """Test that graph endpoint shows links and entities for observations filtered by type. When filtering graph by type=observation: - Observations should inherit links from their source memories - Observations should show entities inherited from source memories - Even when source memories are not visible, their links should be copied to observations """ bank_id = f"test-graph-obs-{uuid.uuid4().hex[:8]}" # Create the bank await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain content that will create world facts with shared entities # This should create facts that are linked by shared entities await memory.retain_async( bank_id=bank_id, content="Alice works at Google as a software engineer.", request_context=request_context, ) await memory.retain_async( bank_id=bank_id, content="Bob also works at Google in the sales department.", request_context=request_context, ) # Wait for consolidation to create observations await memory.wait_for_background_tasks() # Get graph data filtered by observation type only graph_data = await memory.get_graph_data( bank_id=bank_id, fact_type="observation", limit=1000, request_context=request_context, ) # Should have observations assert graph_data["total_units"] > 0, "Should have observations" assert len(graph_data["nodes"]) > 0, "Should have observation nodes" # Verify all nodes are observations for row in graph_data["table_rows"]: assert row["fact_type"] == "observation", f"All nodes should be observations, got {row['fact_type']}" # Edges are inherited from source memories when multiple observations exist. # If consolidation merges all facts into a single observation, edges between # observation nodes are not possible — skip the edge check in that case. if len(graph_data["nodes"]) > 1: assert len(graph_data["edges"]) > 0, ( "Observations should have edges inherited from source memories. " f"Found {len(graph_data['edges'])} edges among {len(graph_data['nodes'])} nodes" ) # Verify edge types are valid valid_link_types = {"semantic", "temporal", "entity"} for edge in graph_data["edges"]: link_type = edge["data"]["linkType"] assert link_type in valid_link_types, f"Invalid link type: {link_type}" # Verify all edges connect visible observation nodes visible_node_ids = {row["id"] for row in graph_data["table_rows"]} for edge in graph_data["edges"]: source_id = edge["data"]["source"] target_id = edge["data"]["target"] assert source_id in visible_node_ids, f"Edge source {source_id[:8]} not in visible nodes" assert target_id in visible_node_ids, f"Edge target {target_id[:8]} not in visible nodes" # Should have entities (inherited from source memories) observations_with_entities = [ row for row in graph_data["table_rows"] if row["entities"] and row["entities"] != "None" ] assert len(observations_with_entities) > 0, ( "Observations should inherit entities from source memories. " f"Found {len(observations_with_entities)} observations with entities" ) # Verify entities contain expected values all_entities = " ".join([row["entities"] for row in graph_data["table_rows"]]) assert "Alice" in all_entities or "Bob" in all_entities or "Google" in all_entities, ( f"Expected to find Alice, Bob, or Google in entities, got: {all_entities}" ) # Cleanup await memory.delete_bank(bank_id, request_context=request_context) def test_consolidation_prompt_default(): """Test that the default consolidation prompt contains the built-in mission and processing rules.""" from hindsight_api.engine.consolidation.prompts import build_batch_consolidation_prompt prompt = build_batch_consolidation_prompt() # Verify core structural elements are present (not exact wording) assert "STATE CHANGES" in prompt assert "RESOLVE REFERENCES" in prompt assert "{facts_text}" in prompt assert "{observations_text}" in prompt def test_consolidation_prompt_observations_mission(): """Test that observations_mission replaces the default mission but keeps processing rules.""" from hindsight_api.engine.consolidation.prompts import build_batch_consolidation_prompt spec = "Observations are weekly summaries of sprint outcomes and team dynamics." prompt = build_batch_consolidation_prompt(observations_mission=spec) # Spec is injected assert spec in prompt # Processing rules and output format always remain assert "RESOLVE REFERENCES" in prompt assert "creates" in prompt assert "updates" in prompt assert "{facts_text}" in prompt assert "{observations_text}" in prompt # Renders cleanly rendered = prompt.format(facts_text="Alice fixed a bug.", observations_text="[]") assert "{facts_text}" not in rendered assert spec in rendered def test_observations_mission_config(): """Test that observations_mission is loaded from env and exposed as configurable.""" import os from hindsight_api.config import HindsightConfig, _get_raw_config, clear_config_cache original = os.getenv("HINDSIGHT_API_OBSERVATIONS_MISSION") try: os.environ["HINDSIGHT_API_OBSERVATIONS_MISSION"] = "Weekly sprint summaries only." clear_config_cache() config = _get_raw_config() assert config.observations_mission == "Weekly sprint summaries only." assert "observations_mission" in HindsightConfig.get_configurable_fields() finally: if original is None: os.environ.pop("HINDSIGHT_API_OBSERVATIONS_MISSION", None) else: os.environ["HINDSIGHT_API_OBSERVATIONS_MISSION"] = original clear_config_cache() @pytest.mark.asyncio async def test_consolidation_with_observations_mission(memory: "MemoryEngine", request_context): """Test that observations_mission is used during consolidation without errors.""" import os from hindsight_api.config import _get_raw_config, clear_config_cache original = os.getenv("HINDSIGHT_API_OBSERVATIONS_MISSION") try: os.environ["HINDSIGHT_API_OBSERVATIONS_MISSION"] = ( "Observations are summaries of programming language usage patterns." ) clear_config_cache() config = _get_raw_config() bank_id = f"test-obs-spec-{uuid.uuid4().hex[:8]}" original_global_config = memory._config_resolver._global_config memory._config_resolver._global_config = config try: await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) await memory.retain_async( bank_id=bank_id, content="Alice uses Python for data analysis and loves its simplicity.", request_context=request_context, ) async with memory._pool.acquire() as conn: observations = await conn.fetch( "SELECT id, text, fact_type FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation'", bank_id, ) assert isinstance(observations, list) finally: memory._config_resolver._global_config = original_global_config await memory.delete_bank(bank_id, request_context=request_context) finally: if original is None: os.environ.pop("HINDSIGHT_API_OBSERVATIONS_MISSION", None) else: os.environ["HINDSIGHT_API_OBSERVATIONS_MISSION"] = original clear_config_cache() @pytest.mark.asyncio async def test_observation_scopes_explicit_multi_pass(memory: MemoryEngine, request_context): """Test that observation_scopes with an explicit list triggers separate consolidation passes. A single memory stored with observation_scopes=[["user:alice"], ["teacher:ben"]] must produce: - At least one observation with tags containing ONLY "user:alice" (not "teacher:ben") - At least one observation with tags containing ONLY "teacher:ben" (not "user:alice") The two tag scopes must remain isolated — no observation should carry both tags, which would indicate the scopes were incorrectly merged. """ bank_id = f"test-obs-scopes-explicit-{uuid.uuid4().hex[:8]}" await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) # Retain a memory with two explicit observation scopes await memory.retain_batch_async( bank_id=bank_id, contents=[ { "content": "Alice, a student, worked hard in the lesson with teacher Ben.", "observation_scopes": [["user:alice"], ["teacher:ben"]], } ], request_context=request_context, ) async with memory._pool.acquire() as conn: observations = await conn.fetch( """ SELECT id, text, tags FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' ORDER BY created_at """, bank_id, ) try: # Must have at least 2 observations (one per tag scope) assert len(observations) >= 2, ( f"Expected at least 2 observations (one per tag scope), got {len(observations)}: " + str([dict(o) for o in observations]) ) tag_sets = [set(obs["tags"] or []) for obs in observations] # There must be at least one observation scoped to user:alice only alice_only = [ts for ts in tag_sets if "user:alice" in ts and "teacher:ben" not in ts] assert alice_only, f"Expected an observation scoped to 'user:alice' only, got tag sets: {tag_sets}" # There must be at least one observation scoped to teacher:ben only ben_only = [ts for ts in tag_sets if "teacher:ben" in ts and "user:alice" not in ts] assert ben_only, f"Expected an observation scoped to 'teacher:ben' only, got tag sets: {tag_sets}" # No observation should carry both tags (scopes must not be merged) both = [ts for ts in tag_sets if "user:alice" in ts and "teacher:ben" in ts] assert not both, f"Found observation(s) with both tags — scopes were incorrectly merged: {both}" finally: await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_observation_scopes_per_tag(memory: MemoryEngine, request_context): """Test that observation_scopes='per_tag' derives one pass per individual tag. A memory with tags=["user:alice", "teacher:ben"] and observation_scopes="per_tag" must produce isolated observations — one scoped to "user:alice" and one to "teacher:ben". """ bank_id = f"test-obs-scopes-pertag-{uuid.uuid4().hex[:8]}" await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) await memory.retain_batch_async( bank_id=bank_id, contents=[ { "content": "Alice, a student, worked hard in the lesson with teacher Ben.", "tags": ["user:alice", "teacher:ben"], "observation_scopes": "per_tag", } ], request_context=request_context, ) async with memory._pool.acquire() as conn: observations = await conn.fetch( """ SELECT id, text, tags FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' ORDER BY created_at """, bank_id, ) try: assert len(observations) >= 2, ( f"Expected at least 2 observations (one per tag), got {len(observations)}: " + str([dict(o) for o in observations]) ) tag_sets = [set(obs["tags"] or []) for obs in observations] alice_only = [ts for ts in tag_sets if "user:alice" in ts and "teacher:ben" not in ts] assert alice_only, f"Expected an observation scoped to 'user:alice' only, got: {tag_sets}" ben_only = [ts for ts in tag_sets if "teacher:ben" in ts and "user:alice" not in ts] assert ben_only, f"Expected an observation scoped to 'teacher:ben' only, got: {tag_sets}" finally: await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_observation_scopes_combined(memory: MemoryEngine, request_context): """Test that observation_scopes='combined' produces a single observation with all tags. A memory with tags=["user:alice", "teacher:ben"] and observation_scopes="combined" must produce at least one observation that carries both tags together, and no observation scoped to only one of them. """ bank_id = f"test-obs-scopes-combined-{uuid.uuid4().hex[:8]}" await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) await memory.retain_batch_async( bank_id=bank_id, contents=[ { "content": "Alice, a student, worked hard in the lesson with teacher Ben.", "tags": ["user:alice", "teacher:ben"], "observation_scopes": "combined", } ], request_context=request_context, ) async with memory._pool.acquire() as conn: observations = await conn.fetch( """ SELECT id, text, tags FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' ORDER BY created_at """, bank_id, ) try: assert len(observations) >= 1, "Expected at least 1 observation, got 0" tag_sets = [set(obs["tags"] or []) for obs in observations] # All observations must carry both tags (combined scope) combined = [ts for ts in tag_sets if "user:alice" in ts and "teacher:ben" in ts] assert combined, f"Expected at least one observation with both tags, got: {tag_sets}" # No observation should be scoped to only one tag alice_only = [ts for ts in tag_sets if "user:alice" in ts and "teacher:ben" not in ts] assert not alice_only, f"Expected no alice-only observation in combined mode, got: {tag_sets}" ben_only = [ts for ts in tag_sets if "teacher:ben" in ts and "user:alice" not in ts] assert not ben_only, f"Expected no ben-only observation in combined mode, got: {tag_sets}" finally: await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_observation_scopes_all_combinations(memory: MemoryEngine, request_context): """Test that observation_scopes='all_combinations' generates passes for every tag subset. A memory with tags=["user:alice", "teacher:ben"] and observation_scopes="all_combinations" must produce observations covering all subsets: ["user:alice"], ["teacher:ben"], and ["user:alice", "teacher:ben"]. """ bank_id = f"test-obs-scopes-allcombos-{uuid.uuid4().hex[:8]}" await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) await memory.retain_batch_async( bank_id=bank_id, contents=[ { "content": "Alice, a student, worked hard in the lesson with teacher Ben.", "tags": ["user:alice", "teacher:ben"], "observation_scopes": "all_combinations", } ], request_context=request_context, ) async with memory._pool.acquire() as conn: observations = await conn.fetch( """ SELECT id, text, tags FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation' ORDER BY created_at """, bank_id, ) try: # With 2 tags there are 3 subsets: {alice}, {ben}, {alice, ben} assert len(observations) >= 3, ( f"Expected at least 3 observations (one per subset), got {len(observations)}: " + str([dict(o) for o in observations]) ) tag_sets = [set(obs["tags"] or []) for obs in observations] alice_only = [ts for ts in tag_sets if "user:alice" in ts and "teacher:ben" not in ts] assert alice_only, f"Expected an observation scoped to 'user:alice' only, got: {tag_sets}" ben_only = [ts for ts in tag_sets if "teacher:ben" in ts and "user:alice" not in ts] assert ben_only, f"Expected an observation scoped to 'teacher:ben' only, got: {tag_sets}" combined = [ts for ts in tag_sets if "user:alice" in ts and "teacher:ben" in ts] assert combined, f"Expected an observation scoped to both tags, got: {tag_sets}" finally: await memory.delete_bank(bank_id, request_context=request_context) def _dt(year: int, month: int, day: int) -> datetime: return datetime(year, month, day, tzinfo=timezone.utc) class TestAggregateSourceFields: """Unit tests for _aggregate_source_fields – no database required.""" def test_all_none_temporal_fields_stay_none(self): """When source memories carry no temporal data, all fields must remain None.""" source_mems = [ {"tags": ["t1"], "event_date": None, "occurred_start": None, "occurred_end": None, "mentioned_at": None}, {"tags": ["t1"], "event_date": None, "occurred_start": None, "occurred_end": None, "mentioned_at": None}, ] agg = _aggregate_source_fields(source_mems) assert agg.event_date is None assert agg.occurred_start is None assert agg.occurred_end is None assert agg.mentioned_at is None def test_temporal_fields_aggregated_correctly(self): """occurred_start and event_date are minimised; occurred_end and mentioned_at are maximised.""" early = _dt(2023, 1, 1) late = _dt(2024, 6, 15) source_mems = [ { "tags": [], "event_date": late, "occurred_start": late, "occurred_end": early, "mentioned_at": early, }, { "tags": [], "event_date": early, "occurred_start": early, "occurred_end": late, "mentioned_at": late, }, ] agg = _aggregate_source_fields(source_mems) assert agg.event_date == early assert agg.occurred_start == early assert agg.occurred_end == late assert agg.mentioned_at == late def test_partial_temporal_fields_ignored_when_none(self): """None values in individual sources do not corrupt the min/max from sources that do have dates.""" d = _dt(2023, 3, 10) source_mems = [ {"tags": [], "event_date": None, "occurred_start": None, "occurred_end": None, "mentioned_at": None}, {"tags": [], "event_date": d, "occurred_start": d, "occurred_end": d, "mentioned_at": d}, ] agg = _aggregate_source_fields(source_mems) assert agg.event_date == d assert agg.occurred_start == d assert agg.occurred_end == d assert agg.mentioned_at == d def test_tags_inherited_from_first_source_memory(self): """Tags default to those of the first source memory (batch invariant).""" source_mems = [ { "tags": ["user:alice"], "event_date": None, "occurred_start": None, "occurred_end": None, "mentioned_at": None, }, { "tags": ["user:alice"], "event_date": None, "occurred_start": None, "occurred_end": None, "mentioned_at": None, }, ] agg = _aggregate_source_fields(source_mems) assert agg.tags == ["user:alice"] def test_tags_override_takes_precedence(self): """Explicit tags parameter overrides the source-memory tags.""" source_mems = [ { "tags": ["user:alice"], "event_date": None, "occurred_start": None, "occurred_end": None, "mentioned_at": None, }, ] agg = _aggregate_source_fields(source_mems, tags=["scope:override"]) assert agg.tags == ["scope:override"] def test_empty_tags_override_is_respected(self): """An explicit empty list override must not fall back to source tags.""" source_mems = [ { "tags": ["user:alice"], "event_date": None, "occurred_start": None, "occurred_end": None, "mentioned_at": None, }, ] agg = _aggregate_source_fields(source_mems, tags=[]) assert agg.tags == [] def test_single_source_memory(self): """Single-source aggregation should just pass through that memory's fields.""" d = _dt(2024, 11, 5) source_mems = [ {"tags": ["x"], "event_date": d, "occurred_start": d, "occurred_end": d, "mentioned_at": d}, ] agg = _aggregate_source_fields(source_mems) assert agg.event_date == d assert agg.occurred_start == d assert agg.occurred_end == d assert agg.mentioned_at == d assert agg.tags == ["x"] class TestConsolidationSourceFactsConfig: """Tests that consolidation uses the source_facts token config when calling recall.""" @pytest.fixture(autouse=True) def enable_observations(self): config = _get_raw_config() original = config.enable_observations config.enable_observations = True yield config.enable_observations = original @pytest.mark.asyncio async def test_consolidation_passes_source_facts_max_tokens_to_recall(self, memory: MemoryEngine, request_context): """consolidation_source_facts_max_tokens from config is forwarded to recall_async.""" bank_id = f"test-sf-config-total-{uuid.uuid4().hex[:8]}" await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) raw = _get_raw_config() fake_config = type(raw)( **{ **{f: getattr(raw, f) for f in raw.__dataclass_fields__}, "consolidation_source_facts_max_tokens": 999, "consolidation_source_facts_max_tokens_per_observation": -1, } ) try: with ( patch.object(memory._config_resolver, "resolve_full_config", return_value=fake_config), patch.object(memory, "recall_async", wraps=memory.recall_async) as mock_recall, ): await _find_related_observations( memory_engine=memory, bank_id=bank_id, query="test query", request_context=request_context, ) assert mock_recall.called _, kwargs = mock_recall.call_args assert kwargs.get("max_source_facts_tokens") == 999 assert kwargs.get("max_source_facts_tokens_per_observation") == -1 finally: await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_consolidation_passes_source_facts_per_obs_tokens_to_recall( self, memory: MemoryEngine, request_context ): """consolidation_source_facts_max_tokens_per_observation from config is forwarded to recall_async.""" bank_id = f"test-sf-config-per-obs-{uuid.uuid4().hex[:8]}" await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) raw = _get_raw_config() fake_config = type(raw)( **{ **{f: getattr(raw, f) for f in raw.__dataclass_fields__}, "consolidation_source_facts_max_tokens": -1, "consolidation_source_facts_max_tokens_per_observation": 128, } ) try: with ( patch.object(memory._config_resolver, "resolve_full_config", return_value=fake_config), patch.object(memory, "recall_async", wraps=memory.recall_async) as mock_recall, ): await _find_related_observations( memory_engine=memory, bank_id=bank_id, query="test query", request_context=request_context, ) assert mock_recall.called _, kwargs = mock_recall.call_args assert kwargs.get("max_source_facts_tokens") == -1 assert kwargs.get("max_source_facts_tokens_per_observation") == 128 finally: await memory.delete_bank(bank_id, request_context=request_context) # --------------------------------------------------------------------------- # max_observations_per_scope tests # --------------------------------------------------------------------------- class TestBuildResponseModel: """Unit tests for _build_response_model (dynamic Pydantic model factory).""" def test_no_limit_returns_base_model(self): """When max_creates is None or -1, the base model is returned.""" from hindsight_api.engine.consolidation.consolidator import _ConsolidationBatchResponse assert _build_response_model(None) is _ConsolidationBatchResponse assert _build_response_model(-1) is _ConsolidationBatchResponse def test_zero_limit_forbids_creates(self): """When max_creates=0, the model rejects any creates.""" model = _build_response_model(0) # Valid: no creates result = model(creates=[], updates=[], deletes=[]) assert result.creates == [] # Invalid: one create should be rejected from pydantic import ValidationError with pytest.raises(ValidationError): model( creates=[{"text": "obs", "source_fact_ids": ["abc"]}], updates=[], deletes=[], ) def test_positive_limit_allows_up_to_max(self): """When max_creates=2, exactly 2 creates are allowed but 3 are rejected.""" model = _build_response_model(2) # 2 creates OK result = model( creates=[ {"text": "obs1", "source_fact_ids": ["a"]}, {"text": "obs2", "source_fact_ids": ["b"]}, ], updates=[], deletes=[], ) assert len(result.creates) == 2 # 3 creates rejected from pydantic import ValidationError with pytest.raises(ValidationError): model( creates=[ {"text": "obs1", "source_fact_ids": ["a"]}, {"text": "obs2", "source_fact_ids": ["b"]}, {"text": "obs3", "source_fact_ids": ["c"]}, ], updates=[], deletes=[], ) def test_updates_and_deletes_unconstrained(self): """max_creates does not affect updates or deletes.""" model = _build_response_model(0) result = model( creates=[], updates=[ {"text": "updated", "observation_id": "x", "source_fact_ids": ["a"]}, {"text": "updated2", "observation_id": "y", "source_fact_ids": ["b"]}, ], deletes=[{"observation_id": "z"}], ) assert len(result.updates) == 2 assert len(result.deletes) == 1 def test_json_schema_contains_max_items(self): """The generated model's JSON schema should include maxItems for creates.""" model = _build_response_model(3) schema = model.model_json_schema() creates_prop = schema["properties"]["creates"] assert creates_prop.get("maxItems") == 3 class TestConsolidationPromptCapacity: """Unit tests for the capacity constraint in the consolidation prompt.""" def test_no_capacity_note(self): """When no capacity note is provided, prompt has no CAPACITY CONSTRAINT section.""" from hindsight_api.engine.consolidation.prompts import build_batch_consolidation_prompt prompt = build_batch_consolidation_prompt() assert "CAPACITY CONSTRAINT" not in prompt def test_capacity_note_included(self): """When a capacity note is provided, it appears in the prompt.""" from hindsight_api.engine.consolidation.prompts import build_batch_consolidation_prompt prompt = build_batch_consolidation_prompt( observation_capacity_note="OBSERVATION LIMIT REACHED. Only UPDATE or DELETE." ) assert "CAPACITY CONSTRAINT" in prompt assert "OBSERVATION LIMIT REACHED" in prompt def test_capacity_note_with_mission(self): """Capacity note and custom mission can coexist.""" from hindsight_api.engine.consolidation.prompts import build_batch_consolidation_prompt prompt = build_batch_consolidation_prompt( observations_mission="Track food preferences only.", observation_capacity_note="2 slots remaining.", ) assert "Track food preferences only." in prompt assert "2 slots remaining." in prompt # Both should be present assert "MISSION" in prompt assert "CAPACITY CONSTRAINT" in prompt def test_max_observations_per_scope_config(): """Test that max_observations_per_scope is loaded from env and exposed as configurable.""" import os from hindsight_api.config import HindsightConfig, clear_config_cache original = os.getenv("HINDSIGHT_API_MAX_OBSERVATIONS_PER_SCOPE") try: os.environ["HINDSIGHT_API_MAX_OBSERVATIONS_PER_SCOPE"] = "42" clear_config_cache() config = _get_raw_config() assert config.max_observations_per_scope == 42 assert "max_observations_per_scope" in HindsightConfig.get_configurable_fields() finally: if original is None: os.environ.pop("HINDSIGHT_API_MAX_OBSERVATIONS_PER_SCOPE", None) else: os.environ["HINDSIGHT_API_MAX_OBSERVATIONS_PER_SCOPE"] = original clear_config_cache() def test_max_observations_per_scope_default(): """Default value should be -1 (unlimited).""" config = _get_raw_config() assert config.max_observations_per_scope == -1 @pytest.mark.asyncio async def test_count_observations_for_scope(memory: MemoryEngine, request_context): """Test _count_observations_for_scope counts observations filtered by tags.""" bank_id = f"test-count-obs-scope-{uuid.uuid4().hex[:8]}" await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) try: async with memory._pool.acquire() as conn: # Initially zero count = await _count_observations_for_scope(conn, bank_id, ["user:alice"]) assert count == 0 # Insert observations with different tags for i, tags in enumerate([["user:alice"], ["user:alice"], ["user:bob"], ["user:alice", "user:bob"]]): obs_id = uuid.uuid4() await conn.execute( """ INSERT INTO memory_units (id, bank_id, text, fact_type, tags, proof_count) VALUES ($1, $2, $3, 'observation', $4, 1) """, obs_id, bank_id, f"Observation {i}", tags, ) # Count for user:alice — should match obs 0, 1, 3 (all contain user:alice) count = await _count_observations_for_scope(conn, bank_id, ["user:alice"]) assert count == 3 # Count for user:bob — should match obs 2, 3 count = await _count_observations_for_scope(conn, bank_id, ["user:bob"]) assert count == 2 # Count for both tags — should match obs 3 only count = await _count_observations_for_scope(conn, bank_id, ["user:alice", "user:bob"]) assert count == 1 finally: await memory.delete_bank(bank_id, request_context=request_context) async def _insert_memories_with_tags(conn, bank_id: str, texts: list[str], tags: list[str] | None = None) -> list: """Insert experience memories directly with optional tags, bypassing LLM-based retain.""" ids = [] for text in texts: mem_id = uuid.uuid4() await conn.execute( """ INSERT INTO memory_units (id, bank_id, text, fact_type, tags, created_at) VALUES ($1, $2, $3, 'experience', $4, now()) """, mem_id, bank_id, text, tags or [], ) ids.append(mem_id) return ids def _make_mock_llm_one_obs_per_fact(): """Return a MockLLM that creates one observation per fact in the batch.""" from hindsight_api.engine.consolidation.consolidator import ( _ConsolidationBatchResponse, _CreateAction, ) from hindsight_api.engine.providers.mock_llm import MockLLM mock_llm = MockLLM(provider="mock", api_key="", base_url="", model="mock-model") def callback(messages, scope): if scope != "consolidation": return _ConsolidationBatchResponse() # Parse all fact UUIDs from the prompt — one create per fact import re prompt = messages[0]["content"] if messages else "" fact_ids = re.findall(r"\[([0-9a-f-]{36})\]", prompt) creates = [_CreateAction(text=f"Observation about fact {fid[:8]}", source_fact_ids=[fid]) for fid in fact_ids] return _ConsolidationBatchResponse(creates=creates) mock_llm.set_response_callback(callback) wrapper = MagicMock() wrapper.with_config.return_value = mock_llm return wrapper, mock_llm @pytest.mark.asyncio async def test_max_observations_per_scope_limits_creates(memory: MemoryEngine, request_context): """Mock LLM tries to create 1 obs per fact; with limit=2, only 2 should exist after 5 facts.""" bank_id = f"test-max-obs-limit-{uuid.uuid4().hex[:8]}" await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) raw = _get_raw_config() fake_config = type(raw)( **{ **{f: getattr(raw, f) for f in raw.__dataclass_fields__}, "max_observations_per_scope": 2, } ) try: original_global_config = memory._config_resolver._global_config memory._config_resolver._global_config = fake_config wrapper, mock_llm = _make_mock_llm_one_obs_per_fact() original_llm = memory._consolidation_llm_config memory._consolidation_llm_config = wrapper try: # Insert 5 memories with tags directly (bypass retain LLM) async with memory._pool.acquire() as conn: mem_ids = await _insert_memories_with_tags( conn, bank_id, [ "Alice loves hiking.", "Bob swims daily.", "Charlie does yoga.", "Diana reads books.", "Eve plays violin.", ], tags=["scope:test"], ) # Run consolidation — mock LLM will try to create 1 obs per fact # but the limit=2 should cap it for _ in range(5): await run_consolidation_job(memory_engine=memory, bank_id=bank_id, request_context=request_context) async with memory._pool.acquire() as conn: count = await _count_observations_for_scope(conn, bank_id, ["scope:test"]) assert count == 2, f"Expected exactly 2 observations (limit=2), got {count}" # Verify the LLM was called and some creates were blocked by the response model consolidation_calls = [c for c in mock_llm.get_mock_calls() if c["scope"] == "consolidation"] assert len(consolidation_calls) >= 1, "LLM should have been called at least once" finally: memory._config_resolver._global_config = original_global_config memory._consolidation_llm_config = original_llm finally: await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_max_observations_per_scope_allows_updates_at_capacity(memory: MemoryEngine, request_context): """At capacity, the LLM can still update existing observations.""" from hindsight_api.engine.consolidation.consolidator import ( _ConsolidationBatchResponse, _CreateAction, _UpdateAction, ) from hindsight_api.engine.providers.mock_llm import MockLLM bank_id = f"test-max-obs-updates-{uuid.uuid4().hex[:8]}" await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) raw = _get_raw_config() fake_config = type(raw)( **{ **{f: getattr(raw, f) for f in raw.__dataclass_fields__}, "max_observations_per_scope": 1, } ) try: # Phase 1: create 1 observation (at limit) mock_llm = MockLLM(provider="mock", api_key="", base_url="", model="mock-model") call_count = 0 existing_obs_id = None def callback(messages, scope): nonlocal call_count, existing_obs_id if scope != "consolidation": return _ConsolidationBatchResponse() call_count += 1 import re prompt = messages[0]["content"] if messages else "" fact_ids = re.findall(r"\[([0-9a-f-]{36})\]", prompt) if call_count == 1 and fact_ids: # First call: create an observation return _ConsolidationBatchResponse( creates=[_CreateAction(text="Alice hikes.", source_fact_ids=[fact_ids[0]])] ) elif call_count >= 2 and fact_ids and existing_obs_id: # Second+ call: update the existing observation return _ConsolidationBatchResponse( updates=[ _UpdateAction( text="Alice hikes and runs trails.", observation_id=str(existing_obs_id), source_fact_ids=[fact_ids[0]], ) ] ) return _ConsolidationBatchResponse() mock_llm.set_response_callback(callback) wrapper = MagicMock() wrapper.with_config.return_value = mock_llm original_global_config = memory._config_resolver._global_config memory._config_resolver._global_config = fake_config original_llm = memory._consolidation_llm_config memory._consolidation_llm_config = wrapper try: # Insert first memory and consolidate async with memory._pool.acquire() as conn: await _insert_memories_with_tags(conn, bank_id, ["Alice loves hiking."], tags=["scope:test"]) await run_consolidation_job(memory_engine=memory, bank_id=bank_id, request_context=request_context) # Get the created observation ID async with memory._pool.acquire() as conn: obs = await conn.fetch( "SELECT id FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation'", bank_id, ) assert len(obs) == 1, "Should have created exactly 1 observation" existing_obs_id = obs[0]["id"] # Insert second memory and consolidate — should update, not create async with memory._pool.acquire() as conn: await _insert_memories_with_tags(conn, bank_id, ["Alice runs on trails."], tags=["scope:test"]) await run_consolidation_job(memory_engine=memory, bank_id=bank_id, request_context=request_context) async with memory._pool.acquire() as conn: count = await _count_observations_for_scope(conn, bank_id, ["scope:test"]) assert count == 1, f"Expected 1 observation (update not create), got {count}" obs = await conn.fetch( "SELECT text FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation'", bank_id, ) assert "trails" in obs[0]["text"].lower(), "Observation should have been updated" finally: memory._config_resolver._global_config = original_global_config memory._consolidation_llm_config = original_llm finally: await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_max_observations_per_scope_no_tags_skips_limit(memory: MemoryEngine, request_context): """With limit=1, memories with no tags should bypass the limit and create freely.""" bank_id = f"test-max-obs-no-tags-{uuid.uuid4().hex[:8]}" await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) raw = _get_raw_config() fake_config = type(raw)( **{ **{f: getattr(raw, f) for f in raw.__dataclass_fields__}, "max_observations_per_scope": 1, } ) try: wrapper, mock_llm = _make_mock_llm_one_obs_per_fact() original_global_config = memory._config_resolver._global_config memory._config_resolver._global_config = fake_config original_llm = memory._consolidation_llm_config memory._consolidation_llm_config = wrapper try: # Insert 3 memories WITHOUT tags async with memory._pool.acquire() as conn: await _insert_memories_with_tags( conn, bank_id, ["Alice hikes.", "Bob swims.", "Charlie does yoga."], tags=[], ) # Run consolidation multiple times for _ in range(3): await run_consolidation_job(memory_engine=memory, bank_id=bank_id, request_context=request_context) # No tag limit should apply — all 3 observations should be created async with memory._pool.acquire() as conn: obs = await conn.fetch( "SELECT id FROM memory_units WHERE bank_id = $1 AND fact_type = 'observation'", bank_id, ) assert len(obs) == 3, f"Expected 3 observations (no limit for no-tag), got {len(obs)}" finally: memory._config_resolver._global_config = original_global_config memory._consolidation_llm_config = original_llm finally: await memory.delete_bank(bank_id, request_context=request_context) @pytest.mark.asyncio async def test_max_observations_unlimited_default(memory: MemoryEngine, request_context): """With default config (-1), all creates go through.""" bank_id = f"test-max-obs-unlimited-{uuid.uuid4().hex[:8]}" await memory.get_bank_profile(bank_id=bank_id, request_context=request_context) try: wrapper, mock_llm = _make_mock_llm_one_obs_per_fact() original_llm = memory._consolidation_llm_config memory._consolidation_llm_config = wrapper try: # Insert 5 memories with tags — default config should not limit async with memory._pool.acquire() as conn: await _insert_memories_with_tags( conn, bank_id, ["Alice hikes.", "Bob swims.", "Charlie yoga.", "Diana reads.", "Eve violin."], tags=["scope:test"], ) for _ in range(5): await run_consolidation_job(memory_engine=memory, bank_id=bank_id, request_context=request_context) async with memory._pool.acquire() as conn: count = await _count_observations_for_scope(conn, bank_id, ["scope:test"]) assert count == 5, f"Expected 5 observations (unlimited), got {count}" finally: memory._consolidation_llm_config = original_llm finally: await memory.delete_bank(bank_id, request_context=request_context)