fleet-memory/hindsight-api/tests/test_source_facts_tokens.py
Nicolò Boschi 5d05962db0
feat: add source facts token limits to consolidation and recall (#509)
* feat: add source facts token limits to consolidation and recall

- Add two new configurable (per-bank) parameters:
  - consolidation_source_facts_max_tokens: total token budget for source
    facts across all observations in the consolidation prompt (-1 = unlimited)
  - consolidation_source_facts_max_tokens_per_observation: per-observation
    cap so each observation gets a fair share of source facts (-1 = unlimited,
    default 256)
- Both are also exposed as recall API parameters via SourceFactsIncludeOptions
  (max_tokens and max_tokens_per_observation)
- Consolidation now uses resolve_full_config to respect bank-level overrides
- Improve consolidation prompt: temporal metadata (occurred_start=, | Involving:)
  is now clearly separated from observation text, with a concrete example showing
  the expected synthesis style and explicit rules not to copy raw fact lines
- Add tests for recall source facts capping and consolidation config forwarding
- Expose all three new fields in the control plane bank config UI
- Document new env vars in configuration.md
- Regenerate OpenAPI spec and all SDK clients

* fix: reorder observations UI fields and rename Label Groups to Entity Labels

* fix: revert Entities section title (only rename inner label)

* doc: add consolidation source facts and batch size fields to memory-banks docs
2026-03-06 13:01:33 +01:00

170 lines
7 KiB
Python

"""Tests for source_facts token limiting in recall.
Covers:
- max_source_facts_tokens: total token budget across all source facts
- max_source_facts_tokens_per_observation: per-observation cap
Both parameters are tested at the recall_async level and verified to produce
fewer source facts when the budget is tight vs. unlimited.
"""
import pytest
from hindsight_api.config import _get_raw_config
from hindsight_api.engine.memory_engine import Budget
@pytest.fixture(autouse=True)
def enable_observations():
config = _get_raw_config()
original = config.enable_observations
config.enable_observations = True
yield
config.enable_observations = original
async def _setup_bank_with_observations(memory, bank_id, request_context):
"""Retain several memories and trigger consolidation to produce observations with source facts."""
contents = [
"Alice is a software engineer who loves Python programming.",
"Alice has been working at TechCorp for 5 years.",
"Alice recently completed a machine learning certification course.",
"Alice mentors junior developers on the team.",
"Alice prefers functional programming patterns in her code.",
]
for content in contents:
await memory.retain_async(
bank_id=bank_id,
content=content,
request_context=request_context,
)
await memory.run_consolidation(bank_id=bank_id, request_context=request_context)
class TestRecallSourceFactsPerObservationCap:
@pytest.mark.asyncio
async def test_per_observation_cap_reduces_source_facts(self, memory, request_context):
"""A tight per-observation token cap should return fewer source facts than unlimited."""
bank_id = "test-sf-per-obs-cap"
try:
await _setup_bank_with_observations(memory, bank_id, request_context)
result_limited = await memory.recall_async(
bank_id=bank_id,
query="Alice engineer",
fact_type=["observation"],
max_tokens=4096,
include_source_facts=True,
max_source_facts_tokens_per_observation=1, # Effectively cuts all source facts
budget=Budget.MID,
request_context=request_context,
)
result_unlimited = await memory.recall_async(
bank_id=bank_id,
query="Alice engineer",
fact_type=["observation"],
max_tokens=4096,
include_source_facts=True,
max_source_facts_tokens_per_observation=-1,
budget=Budget.MID,
request_context=request_context,
)
unlimited_count = len(result_unlimited.source_facts) if result_unlimited.source_facts else 0
limited_count = len(result_limited.source_facts) if result_limited.source_facts else 0
if unlimited_count > 0:
assert limited_count <= unlimited_count, (
f"Per-observation cap should yield fewer source facts ({limited_count} <= {unlimited_count})"
)
finally:
await memory.delete_bank(bank_id, request_context=request_context)
@pytest.mark.asyncio
async def test_per_observation_cap_does_not_mix_between_observations(self, memory, request_context):
"""Each observation's source facts are capped independently — not as a shared pool."""
bank_id = "test-sf-per-obs-independent"
try:
await _setup_bank_with_observations(memory, bank_id, request_context)
# With a generous per-observation limit each observation can have facts;
# with a global limit of 1 token the first observation would consume the whole budget.
result_per_obs = await memory.recall_async(
bank_id=bank_id,
query="Alice engineer",
fact_type=["observation"],
max_tokens=4096,
include_source_facts=True,
max_source_facts_tokens=4096, # large global budget
max_source_facts_tokens_per_observation=512, # reasonable per-obs limit
budget=Budget.MID,
request_context=request_context,
)
# Should not raise; source_facts may be populated for multiple observations
assert result_per_obs.source_facts is not None or len(result_per_obs.results) == 0
finally:
await memory.delete_bank(bank_id, request_context=request_context)
class TestRecallSourceFactsTotalBudget:
@pytest.mark.asyncio
async def test_total_budget_limits_source_facts(self, memory, request_context):
"""A tight total token budget should return fewer source facts than unlimited."""
bank_id = "test-sf-total-budget"
try:
await _setup_bank_with_observations(memory, bank_id, request_context)
result_tight = await memory.recall_async(
bank_id=bank_id,
query="Alice engineer",
fact_type=["observation"],
max_tokens=4096,
include_source_facts=True,
max_source_facts_tokens=1, # Effectively cuts all source facts
budget=Budget.MID,
request_context=request_context,
)
result_unlimited = await memory.recall_async(
bank_id=bank_id,
query="Alice engineer",
fact_type=["observation"],
max_tokens=4096,
include_source_facts=True,
max_source_facts_tokens=-1,
budget=Budget.MID,
request_context=request_context,
)
unlimited_count = len(result_unlimited.source_facts) if result_unlimited.source_facts else 0
tight_count = len(result_tight.source_facts) if result_tight.source_facts else 0
if unlimited_count > 0:
assert tight_count <= unlimited_count, (
f"Total budget should yield fewer source facts ({tight_count} <= {unlimited_count})"
)
finally:
await memory.delete_bank(bank_id, request_context=request_context)
@pytest.mark.asyncio
async def test_no_source_facts_without_flag(self, memory, request_context):
"""source_facts should be None when include_source_facts is not set."""
bank_id = "test-sf-no-flag"
try:
await _setup_bank_with_observations(memory, bank_id, request_context)
result = await memory.recall_async(
bank_id=bank_id,
query="Alice engineer",
fact_type=["observation"],
max_tokens=4096,
include_source_facts=False, # default
budget=Budget.MID,
request_context=request_context,
)
assert result.source_facts is None or len(result.source_facts) == 0
finally:
await memory.delete_bank(bank_id, request_context=request_context)