hermes-agent/plugins/memory/holographic/retrieval.py
cyb3rwr3n cb6d6d46ab fix(memory/holographic): sanitize FTS5 queries for natural-language recall
The FactRetriever's _fts_candidates passed the raw query string directly
to FTS5's MATCH operator. FTS5 defaults to AND-between-tokens, which
means any multi-word prose query like 'what happened with the deployment
rollback' required every single token to co-occur in a fact — dropping
recall to zero on the kind of queries agents actually issue via prefetch().

Fix: add _sanitize_fts_query() that:
- tokenizes the query and drops English stopwords
- strips FTS5 operator characters per token
- OR-joins the remaining content tokens as phrase literals

For pathological inputs (all stopwords, empty), falls back to the raw
query so the caller sees zero results instead of a SQL error.

This is a pure-retrieval-quality fix — the HRR + Jaccard reranking
stages still keep precision high. Ships with 10 tests covering the
sanitizer and retrieval integration.
2026-06-30 15:55:11 -07:00

654 lines
24 KiB
Python
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

"""Hybrid keyword/BM25 retrieval for the memory store.
Ported from KIK memory_agent.py — combines FTS5 full-text search with
Jaccard similarity reranking and trust-weighted scoring.
"""
from __future__ import annotations
import math
from datetime import datetime, timezone
from typing import TYPE_CHECKING
if TYPE_CHECKING:
from .store import MemoryStore
try:
from . import holographic as hrr
except ImportError:
import holographic as hrr # type: ignore[no-redef]
class FactRetriever:
"""Multi-strategy fact retrieval with trust-weighted scoring."""
def __init__(
self,
store: MemoryStore,
temporal_decay_half_life: int = 0, # days, 0 = disabled
fts_weight: float = 0.4,
jaccard_weight: float = 0.3,
hrr_weight: float = 0.3,
hrr_dim: int = 1024,
):
self.store = store
self.half_life = temporal_decay_half_life
self.hrr_dim = hrr_dim
# Auto-redistribute weights if numpy unavailable
if hrr_weight > 0 and not hrr._HAS_NUMPY:
fts_weight = 0.6
jaccard_weight = 0.4
hrr_weight = 0.0
self.fts_weight = fts_weight
self.jaccard_weight = jaccard_weight
self.hrr_weight = hrr_weight
def search(
self,
query: str,
category: str | None = None,
min_trust: float = 0.3,
limit: int = 10,
) -> list[dict]:
"""Hybrid search: FTS5 candidates → Jaccard rerank → trust weighting.
Pipeline:
1. FTS5 search: Get limit*3 candidates from SQLite full-text search
2. Jaccard boost: Token overlap between query and fact content
3. Trust weighting: final_score = relevance * trust_score
4. Temporal decay (optional): decay = 0.5^(age_days / half_life)
Returns list of dicts with fact data + 'score' field, sorted by score desc.
"""
# Stage 1: Get FTS5 candidates (more than limit for reranking headroom)
candidates = self._fts_candidates(query, category, min_trust, limit * 3)
if not candidates:
return []
# Stage 2: Rerank with Jaccard + trust + optional decay
query_tokens = self._tokenize(query)
scored = []
for fact in candidates:
content_tokens = self._tokenize(fact["content"])
tag_tokens = self._tokenize(fact.get("tags", ""))
all_tokens = content_tokens | tag_tokens
jaccard = self._jaccard_similarity(query_tokens, all_tokens)
fts_score = fact.get("fts_rank", 0.0)
# HRR similarity
if self.hrr_weight > 0 and fact.get("hrr_vector"):
fact_vec = hrr.bytes_to_phases(fact["hrr_vector"])
query_vec = hrr.encode_text(query, self.hrr_dim)
hrr_sim = (hrr.similarity(query_vec, fact_vec) + 1.0) / 2.0 # shift to [0,1]
else:
hrr_sim = 0.5 # neutral
# Combine FTS5 + Jaccard + HRR
relevance = (self.fts_weight * fts_score
+ self.jaccard_weight * jaccard
+ self.hrr_weight * hrr_sim)
# Trust weighting
score = relevance * fact["trust_score"]
# Optional temporal decay
if self.half_life > 0:
score *= self._temporal_decay(fact.get("updated_at") or fact.get("created_at"))
fact["score"] = score
scored.append(fact)
# Sort by score descending, return top limit
scored.sort(key=lambda x: x["score"], reverse=True)
results = scored[:limit]
# Strip raw HRR bytes — callers expect JSON-serializable dicts
for fact in results:
fact.pop("hrr_vector", None)
return results
def probe(
self,
entity: str,
category: str | None = None,
limit: int = 10,
) -> list[dict]:
"""Compositional entity query using HRR algebra.
Unbinds entity from memory bank to extract associated content.
This is NOT keyword search — it uses algebraic structure to find facts
where the entity plays a structural role.
Falls back to FTS5 search if numpy unavailable.
"""
if not hrr._HAS_NUMPY:
# Fallback to keyword search on entity name
return self.search(entity, category=category, limit=limit)
conn = self.store._conn
# Encode entity as role-bound vector
role_entity = hrr.encode_atom("__hrr_role_entity__", self.hrr_dim)
entity_vec = hrr.encode_atom(entity.lower(), self.hrr_dim)
probe_key = hrr.bind(entity_vec, role_entity)
# Try category-specific bank first, then all facts
if category:
bank_name = f"cat:{category}"
bank_row = conn.execute(
"SELECT vector FROM memory_banks WHERE bank_name = ?",
(bank_name,),
).fetchone()
if bank_row:
bank_vec = hrr.bytes_to_phases(bank_row["vector"])
extracted = hrr.unbind(bank_vec, probe_key)
# Use extracted signal to score individual facts
return self._score_facts_by_vector(
extracted, category=category, limit=limit
)
# Score against individual fact vectors directly
where = "WHERE hrr_vector IS NOT NULL"
params: list = []
if category:
where += " AND category = ?"
params.append(category)
rows = conn.execute(
f"""
SELECT fact_id, content, category, tags, trust_score,
retrieval_count, helpful_count, created_at, updated_at,
hrr_vector
FROM facts
{where}
""",
params,
).fetchall()
if not rows:
# Final fallback: keyword search
return self.search(entity, category=category, limit=limit)
scored = []
for row in rows:
fact = dict(row)
fact_vec = hrr.bytes_to_phases(fact.pop("hrr_vector"))
# Unbind probe key from fact to see if entity is structurally present
residual = hrr.unbind(fact_vec, probe_key)
# Compare residual against content signal
role_content = hrr.encode_atom("__hrr_role_content__", self.hrr_dim)
content_vec = hrr.bind(hrr.encode_text(fact["content"], self.hrr_dim), role_content)
sim = hrr.similarity(residual, content_vec)
fact["score"] = (sim + 1.0) / 2.0 * fact["trust_score"]
scored.append(fact)
scored.sort(key=lambda x: x["score"], reverse=True)
return scored[:limit]
def related(
self,
entity: str,
category: str | None = None,
limit: int = 10,
) -> list[dict]:
"""Discover facts that share structural connections with an entity.
Unlike probe (which finds facts *about* an entity), related finds
facts that are connected through shared context — e.g., other entities
mentioned alongside this one, or content that overlaps structurally.
Falls back to FTS5 search if numpy unavailable.
"""
if not hrr._HAS_NUMPY:
return self.search(entity, category=category, limit=limit)
conn = self.store._conn
# Encode entity as a bare atom (not role-bound — we want ANY structural match)
entity_vec = hrr.encode_atom(entity.lower(), self.hrr_dim)
# Get all facts with vectors
where = "WHERE hrr_vector IS NOT NULL"
params: list = []
if category:
where += " AND category = ?"
params.append(category)
rows = conn.execute(
f"""
SELECT fact_id, content, category, tags, trust_score,
retrieval_count, helpful_count, created_at, updated_at,
hrr_vector
FROM facts
{where}
""",
params,
).fetchall()
if not rows:
return self.search(entity, category=category, limit=limit)
# Score each fact by how much the entity's atom appears in its vector
# This catches both role-bound entity matches AND content word matches
scored = []
for row in rows:
fact = dict(row)
fact_vec = hrr.bytes_to_phases(fact.pop("hrr_vector"))
# Check structural similarity: unbind entity from fact
residual = hrr.unbind(fact_vec, entity_vec)
# A high-similarity residual to ANY known role vector means this entity
# plays a structural role in the fact
role_entity = hrr.encode_atom("__hrr_role_entity__", self.hrr_dim)
role_content = hrr.encode_atom("__hrr_role_content__", self.hrr_dim)
entity_role_sim = hrr.similarity(residual, role_entity)
content_role_sim = hrr.similarity(residual, role_content)
# Take the max — entity could appear in either role
best_sim = max(entity_role_sim, content_role_sim)
fact["score"] = (best_sim + 1.0) / 2.0 * fact["trust_score"]
scored.append(fact)
scored.sort(key=lambda x: x["score"], reverse=True)
return scored[:limit]
def reason(
self,
entities: list[str],
category: str | None = None,
limit: int = 10,
) -> list[dict]:
"""Multi-entity compositional query — vector-space JOIN.
Given multiple entities, algebraically intersects their structural
connections to find facts related to ALL of them simultaneously.
This is compositional reasoning that no embedding DB can do.
Example: reason(["peppi", "backend"]) finds facts where peppi AND
backend both play structural roles — without keyword matching.
Falls back to FTS5 search if numpy unavailable.
"""
if not hrr._HAS_NUMPY or not entities:
# Fallback: search with all entities as keywords
query = " ".join(entities)
return self.search(query, category=category, limit=limit)
conn = self.store._conn
role_entity = hrr.encode_atom("__hrr_role_entity__", self.hrr_dim)
# For each entity, compute what the bank "remembers" about it
# by unbinding entity+role from each fact vector
entity_residuals = []
for entity in entities:
entity_vec = hrr.encode_atom(entity.lower(), self.hrr_dim)
probe_key = hrr.bind(entity_vec, role_entity)
entity_residuals.append(probe_key)
# Get all facts with vectors
where = "WHERE hrr_vector IS NOT NULL"
params: list = []
if category:
where += " AND category = ?"
params.append(category)
rows = conn.execute(
f"""
SELECT fact_id, content, category, tags, trust_score,
retrieval_count, helpful_count, created_at, updated_at,
hrr_vector
FROM facts
{where}
""",
params,
).fetchall()
if not rows:
query = " ".join(entities)
return self.search(query, category=category, limit=limit)
# Score each fact by how much EACH entity is structurally present.
# A fact scores high only if ALL entities have structural presence
# (AND semantics via min, vs OR which would use mean/max).
role_content = hrr.encode_atom("__hrr_role_content__", self.hrr_dim)
scored = []
for row in rows:
fact = dict(row)
fact_vec = hrr.bytes_to_phases(fact.pop("hrr_vector"))
entity_scores = []
for probe_key in entity_residuals:
residual = hrr.unbind(fact_vec, probe_key)
sim = hrr.similarity(residual, role_content)
entity_scores.append(sim)
min_sim = min(entity_scores)
fact["score"] = (min_sim + 1.0) / 2.0 * fact["trust_score"]
scored.append(fact)
scored.sort(key=lambda x: x["score"], reverse=True)
return scored[:limit]
def contradict(
self,
category: str | None = None,
threshold: float = 0.3,
limit: int = 10,
) -> list[dict]:
"""Find potentially contradictory facts via entity overlap + content divergence.
Two facts contradict when they share entities (same subject) but have
low content-vector similarity (different claims). This is automated
memory hygiene — no other memory system does this.
Returns pairs of facts with a contradiction score.
Falls back to empty list if numpy unavailable.
"""
if not hrr._HAS_NUMPY:
return []
conn = self.store._conn
# Get all facts with vectors and their linked entities
where = "WHERE f.hrr_vector IS NOT NULL"
params: list = []
if category:
where += " AND f.category = ?"
params.append(category)
rows = conn.execute(
f"""
SELECT f.fact_id, f.content, f.category, f.tags, f.trust_score,
f.created_at, f.updated_at, f.hrr_vector
FROM facts f
{where}
""",
params,
).fetchall()
if len(rows) < 2:
return []
# Guard against O(n²) explosion on large fact stores.
# At 500 facts, that's ~125K comparisons — acceptable.
# Above that, only check the most recently updated facts.
_MAX_CONTRADICT_FACTS = 500
if len(rows) > _MAX_CONTRADICT_FACTS:
rows = sorted(rows, key=lambda r: r["updated_at"] or r["created_at"], reverse=True)
rows = rows[:_MAX_CONTRADICT_FACTS]
# Build entity sets per fact
fact_entities: dict[int, set[str]] = {}
for row in rows:
fid = row["fact_id"]
entity_rows = conn.execute(
"""
SELECT e.name FROM entities e
JOIN fact_entities fe ON fe.entity_id = e.entity_id
WHERE fe.fact_id = ?
""",
(fid,),
).fetchall()
fact_entities[fid] = {r["name"].lower() for r in entity_rows}
# Compare all pairs: high entity overlap + low content similarity = contradiction
facts = [dict(r) for r in rows]
contradictions = []
for i in range(len(facts)):
for j in range(i + 1, len(facts)):
f1, f2 = facts[i], facts[j]
ents1 = fact_entities.get(f1["fact_id"], set())
ents2 = fact_entities.get(f2["fact_id"], set())
if not ents1 or not ents2:
continue
# Entity overlap (Jaccard)
entity_overlap = len(ents1 & ents2) / len(ents1 | ents2) if (ents1 | ents2) else 0.0
if entity_overlap < 0.3:
continue # Not enough entity overlap to be contradictory
# Content similarity via HRR vectors
v1 = hrr.bytes_to_phases(f1["hrr_vector"])
v2 = hrr.bytes_to_phases(f2["hrr_vector"])
content_sim = hrr.similarity(v1, v2)
# High entity overlap + low content similarity = potential contradiction
# contradiction_score: higher = more contradictory
contradiction_score = entity_overlap * (1.0 - (content_sim + 1.0) / 2.0)
if contradiction_score >= threshold:
# Strip hrr_vector from output (not JSON serializable)
f1_clean = {k: v for k, v in f1.items() if k != "hrr_vector"}
f2_clean = {k: v for k, v in f2.items() if k != "hrr_vector"}
contradictions.append({
"fact_a": f1_clean,
"fact_b": f2_clean,
"entity_overlap": round(entity_overlap, 3),
"content_similarity": round(content_sim, 3),
"contradiction_score": round(contradiction_score, 3),
"shared_entities": sorted(ents1 & ents2),
})
contradictions.sort(key=lambda x: x["contradiction_score"], reverse=True)
return contradictions[:limit]
def _score_facts_by_vector(
self,
target_vec: "np.ndarray",
category: str | None = None,
limit: int = 10,
) -> list[dict]:
"""Score facts by similarity to a target vector."""
conn = self.store._conn
where = "WHERE hrr_vector IS NOT NULL"
params: list = []
if category:
where += " AND category = ?"
params.append(category)
rows = conn.execute(
f"""
SELECT fact_id, content, category, tags, trust_score,
retrieval_count, helpful_count, created_at, updated_at,
hrr_vector
FROM facts
{where}
""",
params,
).fetchall()
scored = []
for row in rows:
fact = dict(row)
fact_vec = hrr.bytes_to_phases(fact.pop("hrr_vector"))
sim = hrr.similarity(target_vec, fact_vec)
fact["score"] = (sim + 1.0) / 2.0 * fact["trust_score"]
scored.append(fact)
scored.sort(key=lambda x: x["score"], reverse=True)
return scored[:limit]
def _fts_candidates(
self,
query: str,
category: str | None,
min_trust: float,
limit: int,
) -> list[dict]:
"""Get raw FTS5 candidates from the store.
Uses the store's database connection directly for FTS5 MATCH
with rank scoring. Normalizes FTS5 rank to [0, 1] range.
"""
conn = self.store._conn
# Build query - FTS5 rank is negative (lower = better match)
# We need to join facts_fts with facts to get all columns
params: list = []
where_clauses = ["facts_fts MATCH ?"]
# FTS5 defaults to AND-between-tokens, which kills recall on
# natural-language queries ("what happened with the deployment
# rollback"). Sanitize: drop stopwords, OR-join content tokens, so
# any significant term can match.
params.append(self._sanitize_fts_query(query))
if category:
where_clauses.append("f.category = ?")
params.append(category)
where_clauses.append("f.trust_score >= ?")
params.append(min_trust)
where_sql = " AND ".join(where_clauses)
sql = f"""
SELECT f.*, facts_fts.rank as fts_rank_raw
FROM facts_fts
JOIN facts f ON f.fact_id = facts_fts.rowid
WHERE {where_sql}
ORDER BY facts_fts.rank
LIMIT ?
"""
params.append(limit)
try:
rows = conn.execute(sql, params).fetchall()
except Exception:
# FTS5 MATCH can fail on malformed queries — fall back to empty
return []
if not rows:
return []
# Normalize FTS5 rank: rank is negative, lower = better
# Convert to positive score in [0, 1] range
raw_ranks = [abs(row["fts_rank_raw"]) for row in rows]
max_rank = max(raw_ranks) if raw_ranks else 1.0
max_rank = max(max_rank, 1e-6) # avoid div by zero
results = []
for row, raw_rank in zip(rows, raw_ranks):
fact = dict(row)
fact.pop("fts_rank_raw", None)
fact["fts_rank"] = raw_rank / max_rank # normalize to [0, 1]
results.append(fact)
return results
@staticmethod
def _tokenize(text: str) -> set[str]:
"""Simple whitespace tokenization with lowercasing.
Strips common punctuation. No stemming/lemmatization (Phase 1).
"""
if not text:
return set()
# Split on whitespace, lowercase, strip punctuation
tokens = set()
for word in text.lower().split():
cleaned = word.strip(".,;:!?\"'()[]{}#@<>")
if cleaned:
tokens.add(cleaned)
return tokens
# Stopwords dropped before FTS5 OR-expansion. Short English function
# words that carry no retrieval signal and force false-negative AND
# matches when left in the query.
_FTS_STOPWORDS = frozenset({
"a", "about", "above", "after", "again", "all", "am", "an", "and",
"any", "are", "as", "at", "be", "because", "been", "before", "being",
"between", "both", "but", "by", "can", "could", "did", "do", "does",
"doing", "don", "down", "during", "each", "few", "for", "from",
"further", "had", "has", "have", "having", "he", "her", "here",
"hers", "herself", "him", "himself", "his", "how", "i", "if", "in",
"into", "is", "it", "its", "itself", "just", "me", "more", "most",
"my", "myself", "no", "nor", "not", "now", "of", "off", "on", "once",
"only", "or", "other", "our", "ours", "ourselves", "out", "over",
"own", "same", "she", "should", "so", "some", "such", "than", "that",
"the", "their", "theirs", "them", "themselves", "then", "there",
"these", "they", "this", "those", "through", "to", "too", "under",
"until", "up", "very", "was", "we", "were", "what", "when", "where",
"which", "while", "who", "whom", "why", "will", "with", "would",
"you", "your", "yours", "yourself", "yourselves",
})
@classmethod
def _sanitize_fts_query(cls, query: str) -> str:
"""Convert a natural-language query to an FTS5-safe OR expression.
FTS5 treats a multi-word MATCH argument as AND-joined by default,
which tanks recall on prose queries. This helper:
- tokenizes the query
- drops stopwords and short (<2 char) tokens
- strips FTS5 special characters from each token
- OR-joins the survivors
If nothing remains (pathological query), falls back to the raw
query so the caller sees zero results instead of a SQL error.
"""
if not query:
return ""
# Strip FTS5 operator characters from EACH token to avoid
# accidentally creating a malformed query.
_FTS_SPECIAL = '"()*^:-+'
tokens: list[str] = []
for raw in query.lower().split():
cleaned = raw.strip(".,;:!?\"'()[]{}#@<>") .translate(
str.maketrans("", "", _FTS_SPECIAL)
)
if len(cleaned) < 2:
continue
if cleaned in cls._FTS_STOPWORDS:
continue
# FTS5 phrase-literal each token to ensure no special chars
# sneak through as operators.
tokens.append(f'"{cleaned}"')
if not tokens:
# Fallback: raw query (likely returns 0, but never crashes)
return query
return " OR ".join(tokens)
@staticmethod
def _jaccard_similarity(set_a: set, set_b: set) -> float:
"""Jaccard similarity coefficient: |A ∩ B| / |A B|."""
if not set_a or not set_b:
return 0.0
intersection = len(set_a & set_b)
union = len(set_a | set_b)
return intersection / union if union > 0 else 0.0
def _temporal_decay(self, timestamp_str: str | None) -> float:
"""Exponential decay: 0.5^(age_days / half_life_days).
Returns 1.0 if decay is disabled or timestamp is missing.
"""
if not self.half_life or not timestamp_str:
return 1.0
try:
if isinstance(timestamp_str, str):
# Parse ISO format timestamp from SQLite
ts = datetime.fromisoformat(timestamp_str.replace("Z", "+00:00"))
else:
ts = timestamp_str
if ts.tzinfo is None:
ts = ts.replace(tzinfo=timezone.utc)
age_days = (datetime.now(timezone.utc) - ts).total_seconds() / 86400
if age_days < 0:
return 1.0
return math.pow(0.5, age_days / self.half_life)
except (ValueError, TypeError):
return 1.0