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167ef4512f
* 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
67 lines
2.1 KiB
Markdown
67 lines
2.1 KiB
Markdown
# Memory System Improvements
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This document tracks memory injection behavior and roadmap status.
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## Status (As Of 2026-03-10)
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Implemented in `main`:
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- Accurate token counting via `tiktoken` in `format_memory_for_injection`.
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- Facts are injected into prompt memory context.
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- Facts are ranked by confidence (descending).
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- Injection respects `max_injection_tokens` budget.
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Planned / not yet merged:
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- TF-IDF similarity-based fact retrieval.
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- `current_context` input for context-aware scoring.
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- Configurable similarity/confidence weights (`similarity_weight`, `confidence_weight`).
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- Middleware/runtime wiring for context-aware retrieval before each model call.
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## Current Behavior
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Function today:
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```python
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def format_memory_for_injection(memory_data: dict[str, Any], max_tokens: int = 2000) -> str:
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```
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Current injection format:
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- `User Context` section from `user.*.summary`
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- `History` section from `history.*.summary`
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- `Facts` section from `facts[]`, sorted by confidence, appended until token budget is reached
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Token counting:
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- Uses `tiktoken` (`cl100k_base`) when available
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- Falls back to a network-free CJK-aware character estimate if tokenizer import or encoding load fails
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(CJK characters count as ~2 chars/token, other characters as ~4 chars/token)
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## Known Gap
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Previous versions of this document described TF-IDF/context-aware retrieval as if it were already shipped.
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That was not accurate for `main` and caused confusion.
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Issue reference: `#1059`
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## Roadmap (Planned)
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Planned scoring strategy:
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```text
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final_score = (similarity * 0.6) + (confidence * 0.4)
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```
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Planned integration shape:
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1. Extract recent conversational context from filtered user/final-assistant turns.
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2. Compute TF-IDF cosine similarity between each fact and current context.
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3. Rank by weighted score and inject under token budget.
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4. Fall back to confidence-only ranking if context is unavailable.
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## Validation
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Current regression coverage includes:
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- facts inclusion in memory injection output
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- confidence ordering
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- token-budget-limited fact inclusion
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Tests:
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- `backend/tests/test_memory_prompt_injection.py`
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