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deer-flow/backend/docs/MEMORY_IMPROVEMENTS.md
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Ryker_Feng 167ef4512f feat(memory): add memory.token_counting config to avoid tiktoken network dependency (#3429) (#3465)
* feat(memory): add memory.token_counting config to avoid tiktoken network dependency (#3429)

Add a `memory.token_counting` option (`tiktoken` | `char`) so deployments in
network-restricted environments can opt out of tiktoken entirely. In `char`
mode the memory-injection budget uses a network-free character-based estimate
and never triggers the BPE download from openaipublic.blob.core.windows.net,
which could otherwise block for tens of minutes (see #3402).

Also harden the default `tiktoken` path:
- cache an in-flight LOADING sentinel so concurrent callers fall back
  immediately instead of spawning more blocking get_encoding threads when the
  first load is still running (e.g. under the 5s startup warm-up timeout);
- cache failures with a timestamp and retry after a cooldown so a transient
  network outage self-heals back to accurate counting without a restart;
- skip startup warm-up entirely in char mode.

The new config is surfaced via the memory config API and config.example.yaml
(config_version bumped). Default remains `tiktoken`, so existing deployments
are unaffected.

* fix(memory): use CJK-aware char token estimate and address review feedback

- Replace the flat len(text)//4 fallback with a CJK-aware estimate so
  Chinese/Japanese/Korean memory content does not over-fill the injection budget
- Document the internal tiktoken retry cooldown and char-mode escape hatch
- Sync CLAUDE.md / config.example.yaml / MEMORY_IMPROVEMENTS.md wording
- Fix MemoryConfigResponse mocks/assertions and add CJK estimate tests
2026-06-10 23:26:15 +08:00

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Markdown

# Memory System Improvements
This document tracks memory injection behavior and roadmap status.
## Status (As Of 2026-03-10)
Implemented in `main`:
- Accurate token counting via `tiktoken` in `format_memory_for_injection`.
- Facts are injected into prompt memory context.
- Facts are ranked by confidence (descending).
- Injection respects `max_injection_tokens` budget.
Planned / not yet merged:
- TF-IDF similarity-based fact retrieval.
- `current_context` input for context-aware scoring.
- Configurable similarity/confidence weights (`similarity_weight`, `confidence_weight`).
- Middleware/runtime wiring for context-aware retrieval before each model call.
## Current Behavior
Function today:
```python
def format_memory_for_injection(memory_data: dict[str, Any], max_tokens: int = 2000) -> str:
```
Current injection format:
- `User Context` section from `user.*.summary`
- `History` section from `history.*.summary`
- `Facts` section from `facts[]`, sorted by confidence, appended until token budget is reached
Token counting:
- Uses `tiktoken` (`cl100k_base`) when available
- Falls back to a network-free CJK-aware character estimate if tokenizer import or encoding load fails
(CJK characters count as ~2 chars/token, other characters as ~4 chars/token)
## Known Gap
Previous versions of this document described TF-IDF/context-aware retrieval as if it were already shipped.
That was not accurate for `main` and caused confusion.
Issue reference: `#1059`
## Roadmap (Planned)
Planned scoring strategy:
```text
final_score = (similarity * 0.6) + (confidence * 0.4)
```
Planned integration shape:
1. Extract recent conversational context from filtered user/final-assistant turns.
2. Compute TF-IDF cosine similarity between each fact and current context.
3. Rank by weighted score and inject under token budget.
4. Fall back to confidence-only ranking if context is unavailable.
## Validation
Current regression coverage includes:
- facts inclusion in memory injection output
- confidence ordering
- token-budget-limited fact inclusion
Tests:
- `backend/tests/test_memory_prompt_injection.py`