fleet-memory/hindsight-api/hindsight_api/engine/consolidation/consolidator.py
Nicolò Boschi 8d731f2e5f
feat: implement hierarchical configuration (system, tenant, bank) (#329)
* feat: implement hierarchical configuration (system, tenant, bank)

* feat: implement hierarchical configuration (system, tenant, bank)

* docs: add instructions for hierarchical config in CLAUDE.md

* feat: add ENABLE_BANK_CONFIG_API flag (disabled by default)

- Add HINDSIGHT_API_ENABLE_BANK_CONFIG_API env var (default: false)
- Return 403 Forbidden from bank config endpoints when disabled
- Update tests to enable the flag
- Update CLAUDE.md documentation

This provides security control over the bank configuration API,
ensuring it's only accessible when explicitly enabled.

* docs: add hierarchical configuration section

* feat(cli): add bank config commands (config, set-config, reset-config)

- Add 'hindsight bank config' to view bank configuration
- Add 'hindsight bank set-config' to update LLM settings per bank
- Add 'hindsight bank reset-config' to reset to defaults
- Implements client API calls to new bank config endpoints

* fix(cli): fix compilation errors in bank config commands

- Fix type signature: use ApiClient instead of api::Client
- Fix confirmation: use ui::prompt_confirmation instead of ui::confirm
- Fix error handling: use anyhow! macro instead of errors::Error
- Fix type conversion: convert HashMap to serde_json::Map for API call

* feat: implement type-safe hierarchical config with bank overrides

Implements a production-ready hierarchical configuration system that prevents
accidentally using global defaults when bank-specific overrides exist.

- Created StaticConfigProxy that wraps HindsightConfig
- get_config() now returns proxy that blocks access to bank-configurable fields
- Raises ConfigFieldAccessError with clear message when accessing configurable fields
- Added _get_raw_config() for internal use only
- Forces developers to use resolve_full_config(bank_id, context) for bank settings

- Added resolve_full_config() method that returns complete HindsightConfig
- Resolves hierarchy: Global (env) → Tenant → Bank
- No caching to support multi-server deployments (always fresh from DB)
- LLM provider pooling handles expensive operations separately

- Updated entire retain pipeline to pass resolved config through call chain
- memory_engine.py: Resolves config at top level where bank_id/context available
- orchestrator.py: Accepts and passes config to fact_extraction
- fact_extraction.py: Uses passed config instead of get_config()
- utils.py: Added optional config param for backward compatibility

- consolidator.py: Uses resolve_full_config() for enable_observations check
- memory_engine.py: Resolves config before triggering consolidation

- Renamed "Memory Bank" to "Bank Configuration" with tabs
- Combined Stats and Operations into "General" tab
- Consolidated Profile and Configuration into "Configuration" tab
- Moved Actions dropdown to page level (outside tabs)

- Created new component for managing bank-specific config
- Displays configurable fields: retain_chunk_size, retain_extraction_mode, etc.
- Edit via dialog with form validation
- Reset to defaults via AlertDialog confirmation
- Shows field IDs in monospace for clarity
- Visual separation with borders and hover effects

- Removed inline edit mode, switched to dialog-based editing
- Separate dialogs for Disposition and Mission editing
- Read-only display with clear edit buttons
- Removed duplicate stats cards and operations

- bank-stats-view.tsx: Overview statistics (memories, links, documents, pending ops)
- bank-operations-view.tsx: Background operations table with filtering

**Problem**: Consolidation always used global enable_observations, ignoring bank overrides
**Root Cause**: consolidator.py called get_config() instead of resolving bank-specific config
**Solution**: Pass resolved config through the entire pipeline

**Problem**: asyncpg returning JSONB as JSON string instead of parsed dict
**Solution**: Explicit JSON parsing in config_resolver.py with type checking

- All 19 API integration tests pass
- All 10 hierarchical config tests pass
- Retain operations work correctly with bank-specific config
- Consolidation respects bank-specific enable_observations setting

- Updated developer/configuration.md with type-safe config access pattern
- Added examples showing correct usage patterns
- Documented ConfigFieldAccessError and resolution methods

- get_config() now returns StaticConfigProxy (blocks configurable field access)
- Code accessing bank-configurable fields must use resolve_full_config()
- Clear migration path with helpful error messages

Fixes hierarchical configuration to be production-ready with proper type safety.

* refactor: remove LLM client pool and simplify config resolver

Since LLM config (provider, model, api_key) is now static and not
bank-configurable, the LLMClientPool is no longer needed.

Changes:
- Remove hindsight_api/llm_client_pool.py (no longer needed)
- Remove memory_engine._get_bank_llm_config() (dead code, never called)
- Simplify config_resolver.py by eliminating duplication between
  resolve_full_config() and get_bank_config()
- get_bank_config() now calls resolve_full_config() and filters results
- Remove outdated "LLM provider pooling" comments from docstrings

All tests pass (10 hierarchical config tests, 19 API integration tests)

* fix: update tests to use _get_raw_config() for configurable fields

Fixed test fixtures that were accessing configurable fields (like
enable_observations) from get_config(), which now raises
ConfigFieldAccessError due to type-safe config access.

Changes:
- test_consolidation.py: Changed enable_observations fixture to use
  _get_raw_config() instead of get_config()
- test_consolidation.py: Updated test_consolidation_returns_disabled_status
  to set bank config instead of mocking get_config()
- test_link_expansion_retrieval.py: Changed fixture to use _get_raw_config()
- test_observations.py: Changed disable_observations fixture to use
  _get_raw_config()
- Regenerated OpenAPI spec and clients

All 39 previously failing tests now pass.

* fix: add missing config parameter to test calls of extract_facts_from_text()

Fixed 45 test failures where tests were calling extract_facts_from_text()
without the new required config parameter.

Changes:
- Added config=_get_raw_config() to all extract_facts_from_text() calls
- Fixed test_main_module.py to patch _get_raw_config instead of get_config
- Updated 6 test files with 37 function call sites

All tests should now pass.

* fix: add missing config parameter to test_skip_podcast_meta_commentary

One more test was missing the config parameter for extract_facts_from_text().
2026-02-12 13:14:57 +01:00

1046 lines
38 KiB
Python

"""Consolidation engine for automatic observation creation from memories.
The consolidation engine runs as a background job after retain operations complete.
It processes new memories and either:
- Creates new observations from novel facts
- Updates existing observations when new evidence supports/contradicts/refines them
Observations are stored in memory_units with fact_type='observation' and include:
- proof_count: Number of supporting memories
- source_memory_ids: Array of memory UUIDs that contribute to this observation
- history: JSONB tracking changes over time
"""
import json
import logging
import time
import uuid
from datetime import datetime, timezone
from typing import TYPE_CHECKING, Any
from ..memory_engine import fq_table
from ..retain import embedding_utils
from .prompts import (
CONSOLIDATION_SYSTEM_PROMPT,
CONSOLIDATION_USER_PROMPT,
)
if TYPE_CHECKING:
from asyncpg import Connection
from ...api.http import RequestContext
from ..memory_engine import MemoryEngine
logger = logging.getLogger(__name__)
class ConsolidationPerfLog:
"""Performance logging for consolidation operations."""
def __init__(self, bank_id: str):
self.bank_id = bank_id
self.start_time = time.time()
self.lines: list[str] = []
self.timings: dict[str, float] = {}
def log(self, message: str) -> None:
"""Add a log line."""
self.lines.append(message)
def record_timing(self, key: str, duration: float) -> None:
"""Record a timing measurement."""
if key in self.timings:
self.timings[key] += duration
else:
self.timings[key] = duration
def flush(self) -> None:
"""Flush all log lines to the logger."""
total_time = time.time() - self.start_time
header = f"\n{'=' * 60}\nCONSOLIDATION for bank {self.bank_id}"
footer = f"{'=' * 60}\nCONSOLIDATION COMPLETE: {total_time:.3f}s total\n{'=' * 60}"
log_output = header + "\n" + "\n".join(self.lines) + "\n" + footer
logger.info(log_output)
async def run_consolidation_job(
memory_engine: "MemoryEngine",
bank_id: str,
request_context: "RequestContext",
) -> dict[str, Any]:
"""
Run consolidation job for a bank.
This is called after retain operations to consolidate new memories into mental models.
Args:
memory_engine: MemoryEngine instance
bank_id: Bank identifier
request_context: Request context for authentication
Returns:
Dict with consolidation results
"""
# Resolve bank-specific config with hierarchical overrides
config = await memory_engine._config_resolver.resolve_full_config(bank_id, request_context)
perf = ConsolidationPerfLog(bank_id)
max_memories_per_batch = config.consolidation_batch_size
# Check if consolidation is enabled
if not config.enable_observations:
logger.debug(f"Consolidation disabled for bank {bank_id}")
return {"status": "disabled", "bank_id": bank_id}
pool = memory_engine._pool
# Get bank profile
async with pool.acquire() as conn:
t0 = time.time()
bank_row = await conn.fetchrow(
f"""
SELECT bank_id, name, mission
FROM {fq_table("banks")}
WHERE bank_id = $1
""",
bank_id,
)
if not bank_row:
logger.warning(f"Bank {bank_id} not found for consolidation")
return {"status": "bank_not_found", "bank_id": bank_id}
mission = bank_row["mission"] or "General memory consolidation"
perf.record_timing("fetch_bank", time.time() - t0)
# Count total unconsolidated memories for progress logging
total_count = await conn.fetchval(
f"""
SELECT COUNT(*)
FROM {fq_table("memory_units")}
WHERE bank_id = $1
AND consolidated_at IS NULL
AND fact_type IN ('experience', 'world')
""",
bank_id,
)
if total_count == 0:
logger.debug(f"No new memories to consolidate for bank {bank_id}")
return {"status": "no_new_memories", "bank_id": bank_id, "memories_processed": 0}
logger.info(f"[CONSOLIDATION] bank={bank_id} total_unconsolidated={total_count}")
perf.log(f"[1] Found {total_count} pending memories to consolidate")
# Process each memory with individual commits for crash recovery
stats = {
"memories_processed": 0,
"observations_created": 0,
"observations_updated": 0,
"observations_merged": 0,
"actions_executed": 0,
"skipped": 0,
}
# Track all unique tags from consolidated memories for mental model refresh filtering
consolidated_tags: set[str] = set()
batch_num = 0
last_progress_timings = {} # Track timings at last progress log
while True:
batch_num += 1
batch_start = time.time()
# Snapshot timings at batch start for per-batch calculation
batch_start_timings = perf.timings.copy()
# Fetch next batch of unconsolidated memories
async with pool.acquire() as conn:
t0 = time.time()
memories = await conn.fetch(
f"""
SELECT id, text, fact_type, occurred_start, occurred_end, event_date, tags, mentioned_at
FROM {fq_table("memory_units")}
WHERE bank_id = $1
AND consolidated_at IS NULL
AND fact_type IN ('experience', 'world')
ORDER BY created_at ASC
LIMIT $2
""",
bank_id,
max_memories_per_batch,
)
perf.record_timing("fetch_memories", time.time() - t0)
if not memories:
break # No more unconsolidated memories
for memory in memories:
mem_start = time.time()
# Track tags from this memory for mental model refresh filtering
memory_tags = memory.get("tags") or []
if memory_tags:
consolidated_tags.update(memory_tags)
# Process the memory (uses its own connection internally)
async with pool.acquire() as conn:
result = await _process_memory(
conn=conn,
memory_engine=memory_engine,
bank_id=bank_id,
memory=dict(memory),
mission=mission,
request_context=request_context,
perf=perf,
)
# Mark memory as consolidated (committed immediately)
await conn.execute(
f"""
UPDATE {fq_table("memory_units")}
SET consolidated_at = NOW()
WHERE id = $1
""",
memory["id"],
)
mem_time = time.time() - mem_start
perf.record_timing("process_memory_total", mem_time)
stats["memories_processed"] += 1
action = result.get("action")
if action == "created":
stats["observations_created"] += 1
stats["actions_executed"] += 1
elif action == "updated":
stats["observations_updated"] += 1
stats["actions_executed"] += 1
elif action == "merged":
stats["observations_merged"] += 1
stats["actions_executed"] += 1
elif action == "multiple":
stats["observations_created"] += result.get("created", 0)
stats["observations_updated"] += result.get("updated", 0)
stats["observations_merged"] += result.get("merged", 0)
stats["actions_executed"] += result.get("total_actions", 0)
elif action == "skipped":
stats["skipped"] += 1
# Log progress periodically with timing breakdown
if stats["memories_processed"] % 10 == 0:
# Calculate timing deltas since last progress log
timing_parts = []
for key in ["recall", "llm", "embedding", "db_write"]:
if key in perf.timings:
delta = perf.timings[key] - last_progress_timings.get(key, 0)
timing_parts.append(f"{key}={delta:.2f}s")
timing_str = f" | {', '.join(timing_parts)}" if timing_parts else ""
logger.info(
f"[CONSOLIDATION] bank={bank_id} progress: "
f"{stats['memories_processed']}/{total_count} memories processed{timing_str}"
)
# Update last progress snapshot
last_progress_timings = perf.timings.copy()
batch_time = time.time() - batch_start
perf.log(
f"[2] Batch {batch_num}: {len(memories)} memories in {batch_time:.3f}s "
f"(avg {batch_time / len(memories):.3f}s/memory)"
)
# Log timing breakdown after each batch (delta from batch start)
timing_parts = []
for key in ["recall", "llm", "embedding", "db_write"]:
if key in perf.timings:
delta = perf.timings[key] - batch_start_timings.get(key, 0)
timing_parts.append(f"{key}={delta:.3f}s")
if timing_parts:
avg_per_memory = batch_time / len(memories) if memories else 0
logger.info(
f"[CONSOLIDATION] bank={bank_id} batch {batch_num}/{len(memories)} memories: "
f"{', '.join(timing_parts)} | avg={avg_per_memory:.3f}s/memory"
)
# Build summary
perf.log(
f"[3] Results: {stats['memories_processed']} memories -> "
f"{stats['actions_executed']} actions "
f"({stats['observations_created']} created, "
f"{stats['observations_updated']} updated, "
f"{stats['observations_merged']} merged, "
f"{stats['skipped']} skipped)"
)
# Add timing breakdown
timing_parts = []
if "recall" in perf.timings:
timing_parts.append(f"recall={perf.timings['recall']:.3f}s")
if "llm" in perf.timings:
timing_parts.append(f"llm={perf.timings['llm']:.3f}s")
if "embedding" in perf.timings:
timing_parts.append(f"embedding={perf.timings['embedding']:.3f}s")
if "db_write" in perf.timings:
timing_parts.append(f"db_write={perf.timings['db_write']:.3f}s")
if timing_parts:
perf.log(f"[4] Timing breakdown: {', '.join(timing_parts)}")
# Trigger mental model refreshes for models with refresh_after_consolidation=true
# SECURITY: Only refresh mental models with matching tags (or all if no tags were consolidated)
mental_models_refreshed = await _trigger_mental_model_refreshes(
memory_engine=memory_engine,
bank_id=bank_id,
request_context=request_context,
consolidated_tags=list(consolidated_tags) if consolidated_tags else None,
perf=perf,
)
stats["mental_models_refreshed"] = mental_models_refreshed
perf.flush()
return {"status": "completed", "bank_id": bank_id, **stats}
async def _trigger_mental_model_refreshes(
memory_engine: "MemoryEngine",
bank_id: str,
request_context: "RequestContext",
consolidated_tags: list[str] | None = None,
perf: ConsolidationPerfLog | None = None,
) -> int:
"""
Trigger refreshes for mental models with refresh_after_consolidation=true.
SECURITY: Only triggers refresh for mental models whose tags overlap with the
consolidated memory tags, preventing unnecessary refreshes across security boundaries.
Args:
memory_engine: MemoryEngine instance
bank_id: Bank identifier
request_context: Request context for authentication
consolidated_tags: Tags from memories that were consolidated (None = refresh all)
perf: Performance logging
Returns:
Number of mental models scheduled for refresh
"""
pool = memory_engine._pool
# Find mental models with refresh_after_consolidation=true
# SECURITY: Control which mental models get refreshed based on tags
async with pool.acquire() as conn:
if consolidated_tags:
# Tagged memories were consolidated - refresh:
# 1. Mental models with overlapping tags (security boundary)
# 2. Untagged mental models (they're "global" and available to all contexts)
# DO NOT refresh mental models with different tags
rows = await conn.fetch(
f"""
SELECT id, name, tags
FROM {fq_table("mental_models")}
WHERE bank_id = $1
AND (trigger->>'refresh_after_consolidation')::boolean = true
AND (
(tags IS NOT NULL AND tags != '{{}}' AND tags && $2::varchar[])
OR (tags IS NULL OR tags = '{{}}')
)
""",
bank_id,
consolidated_tags,
)
else:
# Untagged memories were consolidated - only refresh untagged mental models
# SECURITY: Tagged mental models are NOT refreshed when untagged memories are consolidated
rows = await conn.fetch(
f"""
SELECT id, name, tags
FROM {fq_table("mental_models")}
WHERE bank_id = $1
AND (trigger->>'refresh_after_consolidation')::boolean = true
AND (tags IS NULL OR tags = '{{}}')
""",
bank_id,
)
if not rows:
return 0
if perf:
if consolidated_tags:
perf.log(
f"[5] Triggering refresh for {len(rows)} mental models with refresh_after_consolidation=true "
f"(filtered by tags: {consolidated_tags})"
)
else:
perf.log(f"[5] Triggering refresh for {len(rows)} mental models with refresh_after_consolidation=true")
# Submit refresh tasks for each mental model
refreshed_count = 0
for row in rows:
mental_model_id = row["id"]
try:
await memory_engine.submit_async_refresh_mental_model(
bank_id=bank_id,
mental_model_id=mental_model_id,
request_context=request_context,
)
refreshed_count += 1
logger.info(
f"[CONSOLIDATION] Triggered refresh for mental model {mental_model_id} "
f"(name: {row['name']}) in bank {bank_id}"
)
except Exception as e:
logger.warning(f"[CONSOLIDATION] Failed to trigger refresh for mental model {mental_model_id}: {e}")
return refreshed_count
async def _process_memory(
conn: "Connection",
memory_engine: "MemoryEngine",
bank_id: str,
memory: dict[str, Any],
mission: str,
request_context: "RequestContext",
perf: ConsolidationPerfLog | None = None,
) -> dict[str, Any]:
"""
Process a single memory for consolidation using a SINGLE LLM call.
This function:
1. Finds related observations (can be empty)
2. Uses ONE LLM call to extract durable knowledge AND decide on actions
3. Executes array of actions (can be multiple creates/updates)
The LLM handles all cases:
- No related observations: returns create action(s) with extracted durable knowledge
- Related observations exist: returns update/create actions based on tag routing
- Purely ephemeral fact: returns empty array (skip)
Returns:
Dict with action summary: created/updated/merged counts
"""
from ...tracing import get_tracer, is_tracing_enabled
fact_text = memory["text"]
memory_id = memory["id"]
fact_tags = memory.get("tags") or []
# Create parent span for this memory's consolidation
tracer = get_tracer()
if is_tracing_enabled():
consolidation_span = tracer.start_span("hindsight.consolidation")
consolidation_span.set_attribute("hindsight.memory_id", str(memory_id))
consolidation_span.set_attribute("hindsight.bank_id", bank_id)
else:
consolidation_span = None
try:
# Find related observations using the full recall system
# SECURITY: Pass tags to ensure observations don't leak across security boundaries
t0 = time.time()
related_observations = await _find_related_observations(
conn=conn,
memory_engine=memory_engine,
bank_id=bank_id,
query=fact_text,
request_context=request_context,
tags=fact_tags, # Pass source memory's tags for security
)
if perf:
perf.record_timing("recall", time.time() - t0)
# Single LLM call handles ALL cases (with or without existing observations)
# Note: Tags are NOT passed to LLM - they are handled algorithmically
t0 = time.time()
actions = await _consolidate_with_llm(
memory_engine=memory_engine,
fact_text=fact_text,
observations=related_observations, # Can be empty list
mission=mission,
)
if perf:
perf.record_timing("llm", time.time() - t0)
if not actions:
# LLM returned empty array - fact is purely ephemeral, skip
return {"action": "skipped", "reason": "no_durable_knowledge"}
# Execute all actions and collect results
results = []
for action in actions:
action_type = action.get("action")
if action_type == "update":
result = await _execute_update_action(
conn=conn,
memory_engine=memory_engine,
bank_id=bank_id,
memory_id=memory_id,
action=action,
observations=related_observations,
source_fact_tags=fact_tags, # Pass source fact's tags for security
source_occurred_start=memory.get("occurred_start"),
source_occurred_end=memory.get("occurred_end"),
source_mentioned_at=memory.get("mentioned_at"),
perf=perf,
)
results.append(result)
elif action_type == "create":
result = await _execute_create_action(
conn=conn,
memory_engine=memory_engine,
bank_id=bank_id,
memory_id=memory_id,
action=action,
source_fact_tags=fact_tags, # Pass source fact's tags for security
event_date=memory.get("event_date"),
occurred_start=memory.get("occurred_start"),
occurred_end=memory.get("occurred_end"),
mentioned_at=memory.get("mentioned_at"),
perf=perf,
)
results.append(result)
if not results:
# No valid actions executed
return {"action": "skipped", "reason": "no_valid_actions"}
# Summarize results
created = sum(1 for r in results if r.get("action") == "created")
updated = sum(1 for r in results if r.get("action") == "updated")
merged = sum(1 for r in results if r.get("action") == "merged")
if len(results) == 1:
return results[0]
return {
"action": "multiple",
"created": created,
"updated": updated,
"merged": merged,
"total_actions": len(results),
}
finally:
if consolidation_span:
consolidation_span.end()
async def _execute_update_action(
conn: "Connection",
memory_engine: "MemoryEngine",
bank_id: str,
memory_id: uuid.UUID,
action: dict[str, Any],
observations: list[dict[str, Any]],
source_fact_tags: list[str] | None = None,
source_occurred_start: datetime | None = None,
source_occurred_end: datetime | None = None,
source_mentioned_at: datetime | None = None,
perf: ConsolidationPerfLog | None = None,
) -> dict[str, Any]:
"""
Execute an update action on an existing observation.
Updates the observation text, adds to history, increments proof_count,
and updates temporal fields:
- occurred_start: uses LEAST to keep the earliest start time
- occurred_end: uses GREATEST to keep the most recent end time
- mentioned_at: uses GREATEST to keep the most recent mention time
SECURITY: Merges source fact's tags into the observation's existing tags.
This ensures all contributors can see the observation they contributed to.
For example, if Lisa's observation (tags=['user_lisa']) is updated with
Mike's fact (tags=['user_mike']), the observation will have both tags.
"""
learning_id = action.get("learning_id")
new_text = action.get("text")
reason = action.get("reason", "Updated with new fact")
if not learning_id or not new_text:
return {"action": "skipped", "reason": "missing_learning_id_or_text"}
# Find the observation
model = next((m for m in observations if str(m["id"]) == learning_id), None)
if not model:
return {"action": "skipped", "reason": "learning_not_found"}
# Build history entry
history = list(model.get("history", []))
history.append(
{
"previous_text": model["text"],
"changed_at": datetime.now(timezone.utc).isoformat(),
"reason": reason,
"source_memory_id": str(memory_id),
}
)
# Update source_memory_ids
source_ids = list(model.get("source_memory_ids", []))
source_ids.append(memory_id)
# SECURITY: Merge source fact's tags into existing observation tags
# This ensures all contributors can see the observation they contributed to
existing_tags = set(model.get("tags", []) or [])
source_tags = set(source_fact_tags or [])
merged_tags = list(existing_tags | source_tags) # Union of both tag sets
if source_tags and source_tags != existing_tags:
logger.debug(
f"Security: Merging tags for observation {learning_id}: "
f"existing={list(existing_tags)}, source={list(source_tags)}, merged={merged_tags}"
)
# Generate new embedding for updated text
t0 = time.time()
embeddings = await embedding_utils.generate_embeddings_batch(memory_engine.embeddings, [new_text])
embedding_str = str(embeddings[0]) if embeddings else None
if perf:
perf.record_timing("embedding", time.time() - t0)
# Update the observation
# - occurred_start: LEAST keeps the earliest start time across all source facts
# - occurred_end: GREATEST keeps the most recent end time across all source facts
# - mentioned_at: GREATEST keeps the most recent mention time
# - tags: merged from existing + source fact (for visibility)
t0 = time.time()
await conn.execute(
f"""
UPDATE {fq_table("memory_units")}
SET text = $1,
embedding = $2::vector,
history = $3,
source_memory_ids = $4,
proof_count = $5,
tags = $10,
updated_at = now(),
occurred_start = LEAST(occurred_start, COALESCE($7, occurred_start)),
occurred_end = GREATEST(occurred_end, COALESCE($8, occurred_end)),
mentioned_at = GREATEST(mentioned_at, COALESCE($9, mentioned_at))
WHERE id = $6
""",
new_text,
embedding_str,
json.dumps(history),
source_ids,
len(source_ids),
uuid.UUID(learning_id),
source_occurred_start,
source_occurred_end,
source_mentioned_at,
merged_tags,
)
# Create links from memory to observation
await _create_memory_links(conn, memory_id, uuid.UUID(learning_id))
if perf:
perf.record_timing("db_write", time.time() - t0)
logger.debug(f"Updated observation {learning_id} with memory {memory_id}")
return {"action": "updated", "observation_id": learning_id}
async def _execute_create_action(
conn: "Connection",
memory_engine: "MemoryEngine",
bank_id: str,
memory_id: uuid.UUID,
action: dict[str, Any],
source_fact_tags: list[str] | None = None,
event_date: datetime | None = None,
occurred_start: datetime | None = None,
occurred_end: datetime | None = None,
mentioned_at: datetime | None = None,
perf: ConsolidationPerfLog | None = None,
) -> dict[str, Any]:
"""
Execute a create action for a new observation.
Creates a new observation with the specified text.
The text comes directly from the classify LLM - no second LLM call needed.
Tags are determined algorithmically (not by LLM):
- Observations always inherit their source fact's tags
- This ensures visibility scope is maintained (security)
"""
text = action.get("text")
# Tags are determined algorithmically - always use source fact's tags
# This ensures private memories create private observations
tags = source_fact_tags or []
if not text:
return {"action": "skipped", "reason": "missing_text"}
# Use text directly from classify - skip the redundant LLM call
result = await _create_observation_directly(
conn=conn,
memory_engine=memory_engine,
bank_id=bank_id,
source_memory_id=memory_id,
observation_text=text, # Text already processed by classify LLM
tags=tags,
event_date=event_date,
occurred_start=occurred_start,
occurred_end=occurred_end,
mentioned_at=mentioned_at,
perf=perf,
)
logger.debug(f"Created observation {result.get('observation_id')} from memory {memory_id} (tags: {tags})")
return result
async def _create_memory_links(
conn: "Connection",
memory_id: uuid.UUID,
observation_id: uuid.UUID,
) -> None:
"""
Placeholder for observation link creation.
Observations do NOT get any memory_links copied from their source facts.
Instead, retrieval uses source_memory_ids to traverse:
- Entity connections: observation → source_memory_ids → unit_entities
- Semantic similarity: observations have their own embeddings
- Temporal proximity: observations have their own temporal fields
This avoids data duplication and ensures observations are always
connected via their source facts' relationships.
The memory_id and observation_id parameters are kept for interface
compatibility but no links are created.
"""
# No links are created - observations rely on source_memory_ids for traversal
pass
async def _find_related_observations(
conn: "Connection",
memory_engine: "MemoryEngine",
bank_id: str,
query: str,
request_context: "RequestContext",
tags: list[str] | None = None,
) -> list[dict[str, Any]]:
"""
Find observations related to the given query using optimized recall.
SECURITY: Filters by tags using all_strict matching to prevent cross-tenant/cross-user
information leakage. Observations are only consolidated within the same tag scope.
Uses max_tokens to naturally limit observations (no artificial count limit).
Includes source memories with dates for LLM context.
Args:
tags: Optional tags to filter observations (uses all_strict matching for security)
Returns:
List of related observations with their tags, source memories, and dates
"""
# Use recall to find related observations with token budget
# max_tokens naturally limits how many observations are returned
from ...config import get_config
from ...tracing import get_tracer, is_tracing_enabled
config = get_config()
# SECURITY: Use all_strict matching if tags provided to prevent cross-scope consolidation
tags_match = "all_strict" if tags else "any"
# Create span for recall operation within consolidation
tracer = get_tracer()
if is_tracing_enabled():
recall_span = tracer.start_span("hindsight.consolidation_recall")
recall_span.set_attribute("hindsight.bank_id", bank_id)
recall_span.set_attribute("hindsight.query", query[:100]) # Truncate for brevity
recall_span.set_attribute("hindsight.fact_type", "observation")
else:
recall_span = None
try:
recall_result = await memory_engine.recall_async(
bank_id=bank_id,
query=query,
max_tokens=config.consolidation_max_tokens, # Token budget for observations (configurable)
fact_type=["observation"], # Only retrieve observations
request_context=request_context,
tags=tags, # Filter by source memory's tags
tags_match=tags_match, # Use strict matching for security
_quiet=True, # Suppress logging
)
finally:
if recall_span:
recall_span.end()
# If no observations returned, return empty list
if not recall_result.results:
return []
# Batch fetch all observations in a single query (no artificial limit)
observation_ids = [uuid.UUID(obs.id) for obs in recall_result.results]
rows = await conn.fetch(
f"""
SELECT id, text, proof_count, history, tags, source_memory_ids, created_at, updated_at,
occurred_start, occurred_end, mentioned_at
FROM {fq_table("memory_units")}
WHERE id = ANY($1) AND bank_id = $2 AND fact_type = 'observation'
""",
observation_ids,
bank_id,
)
# Build results list preserving recall order
id_to_row = {row["id"]: row for row in rows}
results = []
for obs in recall_result.results:
obs_id = uuid.UUID(obs.id)
if obs_id not in id_to_row:
continue
row = id_to_row[obs_id]
history = row["history"]
if isinstance(history, str):
history = json.loads(history)
elif history is None:
history = []
# Fetch source memories to include their text and dates
source_memory_ids = row["source_memory_ids"] or []
source_memories = []
if source_memory_ids:
source_rows = await conn.fetch(
f"""
SELECT text, occurred_start, occurred_end, mentioned_at, event_date
FROM {fq_table("memory_units")}
WHERE id = ANY($1) AND bank_id = $2
ORDER BY created_at ASC
LIMIT 5
""",
source_memory_ids[:5], # Limit to first 5 source memories for token efficiency
bank_id,
)
for src_row in source_rows:
source_memories.append(
{
"text": src_row["text"],
"occurred_start": src_row["occurred_start"],
"occurred_end": src_row["occurred_end"],
"mentioned_at": src_row["mentioned_at"],
"event_date": src_row["event_date"],
}
)
results.append(
{
"id": row["id"],
"text": row["text"],
"proof_count": row["proof_count"] or 1,
"tags": row["tags"] or [],
"source_memories": source_memories,
"occurred_start": row["occurred_start"],
"occurred_end": row["occurred_end"],
"mentioned_at": row["mentioned_at"],
"created_at": row["created_at"],
"updated_at": row["updated_at"],
}
)
return results
async def _consolidate_with_llm(
memory_engine: "MemoryEngine",
fact_text: str,
observations: list[dict[str, Any]],
mission: str,
) -> list[dict[str, Any]]:
"""
Single LLM call to extract durable knowledge and decide on consolidation actions.
This handles ALL cases:
- No related observations: extracts durable knowledge, returns create action
- Related observations exist: compares and returns update/create actions
- Purely ephemeral fact: returns empty array
Note: Tags are NOT handled by the LLM. They are determined algorithmically:
- CREATE: observation inherits source fact's tags
- UPDATE: observation merges source fact's tags with existing tags
Returns:
List of actions, each being:
- {"action": "update", "learning_id": "uuid", "text": "...", "reason": "..."}
- {"action": "create", "text": "...", "reason": "..."}
- [] if fact is purely ephemeral (no durable knowledge)
"""
# Format observations as JSON with source memories and dates
if observations:
obs_list = []
for obs in observations:
obs_data = {
"id": str(obs["id"]),
"text": obs["text"],
"proof_count": obs["proof_count"],
"tags": obs["tags"],
"created_at": obs["created_at"].isoformat() if obs.get("created_at") else None,
"updated_at": obs["updated_at"].isoformat() if obs.get("updated_at") else None,
}
# Include temporal info if available
if obs.get("occurred_start"):
obs_data["occurred_start"] = obs["occurred_start"].isoformat()
if obs.get("occurred_end"):
obs_data["occurred_end"] = obs["occurred_end"].isoformat()
if obs.get("mentioned_at"):
obs_data["mentioned_at"] = obs["mentioned_at"].isoformat()
# Include source memories (up to 3 for brevity)
if obs.get("source_memories"):
obs_data["source_memories"] = [
{
"text": sm["text"],
"event_date": sm["event_date"].isoformat() if sm.get("event_date") else None,
"occurred_start": sm["occurred_start"].isoformat() if sm.get("occurred_start") else None,
}
for sm in obs["source_memories"][:3] # Limit to 3 for token efficiency
]
obs_list.append(obs_data)
observations_text = json.dumps(obs_list, indent=2)
else:
observations_text = "[]"
# Only include mission section if mission is set and not the default
mission_section = ""
if mission and mission != "General memory consolidation":
mission_section = f"""
MISSION CONTEXT: {mission}
Focus on DURABLE knowledge that serves this mission, not ephemeral state.
"""
user_prompt = CONSOLIDATION_USER_PROMPT.format(
mission_section=mission_section,
fact_text=fact_text,
observations_text=observations_text,
)
messages = [
{"role": "system", "content": CONSOLIDATION_SYSTEM_PROMPT},
{"role": "user", "content": user_prompt},
]
try:
result = await memory_engine._consolidation_llm_config.call(
messages=messages,
skip_validation=True, # Raw JSON response
scope="consolidation",
)
# Parse JSON response - should be an array
if isinstance(result, str):
# Strip markdown code fences (some models wrap JSON in ```json ... ```)
clean = result.strip()
if clean.startswith("```"):
clean = clean.split("\n", 1)[1] if "\n" in clean else clean[3:]
if clean.endswith("```"):
clean = clean[:-3]
clean = clean.strip()
result = json.loads(clean)
# Ensure result is a list
if isinstance(result, list):
return result
# Handle legacy single-action format for backward compatibility
if isinstance(result, dict):
if result.get("related_ids") and result.get("consolidated_text"):
# Convert old format to new format
return [
{
"action": "update",
"learning_id": result["related_ids"][0],
"text": result["consolidated_text"],
"reason": result.get("reason", ""),
}
]
return []
return []
except Exception as e:
logger.warning(f"Error in consolidation LLM call: {e}")
return []
async def _create_observation_directly(
conn: "Connection",
memory_engine: "MemoryEngine",
bank_id: str,
source_memory_id: uuid.UUID,
observation_text: str,
tags: list[str] | None = None,
event_date: datetime | None = None,
occurred_start: datetime | None = None,
occurred_end: datetime | None = None,
mentioned_at: datetime | None = None,
perf: ConsolidationPerfLog | None = None,
) -> dict[str, Any]:
"""
Create an observation directly with pre-processed text (no LLM call).
Used when the classify LLM has already provided the learning text.
This avoids the redundant second LLM call.
"""
# Generate embedding for the observation (convert to string for pgvector)
t0 = time.time()
embeddings = await embedding_utils.generate_embeddings_batch(memory_engine.embeddings, [observation_text])
embedding_str = str(embeddings[0]) if embeddings else None
if perf:
perf.record_timing("embedding", time.time() - t0)
# Create the observation as a memory_unit
now = datetime.now(timezone.utc)
obs_event_date = event_date or now
obs_occurred_start = occurred_start or now
obs_occurred_end = occurred_end or now
obs_mentioned_at = mentioned_at or now
obs_tags = tags or []
t0 = time.time()
observation_id = uuid.uuid4()
row = await conn.fetchrow(
f"""
INSERT INTO {fq_table("memory_units")} (
id, bank_id, text, fact_type, embedding, proof_count, source_memory_ids, history,
tags, event_date, occurred_start, occurred_end, mentioned_at
)
VALUES ($1, $2, $3, 'observation', $4::vector, 1, $5, '[]'::jsonb, $6, $7, $8, $9, $10)
RETURNING id
""",
observation_id,
bank_id,
observation_text,
embedding_str,
[source_memory_id],
obs_tags,
obs_event_date,
obs_occurred_start,
obs_occurred_end,
obs_mentioned_at,
)
# Create links between memory and observation (includes entity links, memory_links)
await _create_memory_links(conn, source_memory_id, observation_id)
if perf:
perf.record_timing("db_write", time.time() - t0)
logger.debug(f"Created observation {observation_id} from memory {source_memory_id} (tags: {obs_tags})")
return {"action": "created", "observation_id": str(row["id"]), "tags": obs_tags}