diff -ruN a/docs/reference/API-routes.md b/docs/reference/API-routes.md --- a/docs/reference/API-routes.md 2026-08-24 06:09:15.372210893 +0000 +++ b/docs/reference/API-routes.md 2026-08-24 06:09:15.375774861 +0000 @@ -205,6 +205,9 @@ | `scoreThreshold` | float | 0–1 | Minimum similarity score for Qdrant results | | `semanticWeight` | float | 0–5 | RRF weight for Qdrant semantic results | | `keywordWeight` | float | 0–5 | RRF weight for FTS5 keyword results (`0` = disabled) | +| `contextBudget` | integer | — | Token budget for context assembly (char/4 estimation) | +| `entityWeight` | float | — | Scoring bonus for entity-linked episodes in the context pool | +| `minRecentEpisodes` | integer | — | Guaranteed floor of recent episodes always included in context | | `modelsFolderPath` | string | — | Path to folder containing .gguf files | | `temperature` | float | 0–2 | Inference randomness | | `repeatPenalty` | float | 1–2 | Repeat token penalty | @@ -253,6 +256,7 @@ | GET | /sessions/by-external/:externalId | Get session by external ID | | PATCH | /sessions/by-external/:externalId | Update session fields | | DELETE | /sessions/by-external/:externalId | Delete session (cascades to episodes) | +| GET | /sessions/:id/entity-ids | Entity IDs linked to this session's episodes (non-project memory isolation scoping) | > Route ordering: `by-external/:externalId` must be defined before `/:id` > to prevent `by-external` being captured as an ID param. @@ -279,6 +283,8 @@ | GET | /sessions/:id/episodes?limit=&offset= | Paginated episodes for a session | | GET | /sessions/:id/episode-stats | Aggregate: count, total tokens, max id (summarization threshold check) | | GET | /sessions/:id/episodes/since/:afterId | Episodes newer than :afterId, chronological (un-summarized tail) | +| POST | /episodes/touch | Batch access-tracking bump — increments `access_count`, sets `last_accessed_at` | +| GET | /sessions/:id/consolidation-candidates | Dry-run consolidation scoring (aging score, floors applied) | | DELETE | /episodes/:id | Delete episode (SQLite + Qdrant cleanup) | > Route ordering: `/episodes/search` must be defined before `/episodes/:id`. @@ -293,6 +299,21 @@ } ``` +**POST /episodes/touch — body:** +```json +{ "ids": [54, 55, 56] } +``` +Returns `{ "touched": 3 }`. Called fire-and-forget by orchestration after +budget selection. Nonexistent IDs are silently skipped; `touched` echoes the +request count, not rows matched. + +**GET /sessions/:id/consolidation-candidates** — returns +`{ eligible, reason?, candidates: [...] }` where each candidate is +`{ id, access_count, created_at, last_accessed_at, preview, aging_score }`, +sorted by `aging_score` ascending (most eligible first). Sessions under +`CONSOLIDATION.MIN_SESSION_EPISODES` return `eligible: false` with a `reason`. +Observe-only — nothing is modified. + ### Projects | Method | Path | Description | diff -ruN a/docs/reference/testing.md b/docs/reference/testing.md --- a/docs/reference/testing.md 2026-08-24 06:09:15.373637589 +0000 +++ b/docs/reference/testing.md 2026-08-24 06:09:15.376597678 +0000 @@ -18,6 +18,7 @@ | `test/summarization.test.js` | Summarization decision logic | `maybeSummarize` (orchestration) | | `test/entity-extraction.test.js` | Greeting + regurgitation guards | `mentionedIn`, `isIgnoredName` (memory-service) | | `test/schema.test.js` | Fresh-DB schema completeness | `schema.js` string (memory-service) | +| `test/trivial-turn.test.js` | Greeting/trivial-turn detection | `isTrivialTurn` (shared) | | `test/migrations.test.js` | Migration version-stepping | `migrate` (memory-service) | Tests import the **real** functions rather than reimplementing logic — the @@ -44,3 +45,10 @@ logic (ranking, tokenizing, version-stepping, decision branches) over wiring. Several of these tests were written *after* a bug slipped through — each new class of mistake is worth a case so it can't recur silently. + +When a mocked service call changes shape (e.g. the `utilityInference` refactor +moving summarization from Ollama's `/api/generate` to the inference service's +`/utility/complete`), the mock URL router must move with it — an "unexpected +fetch" throw in these tests usually means the code under test evolved, not +broke. Runner-contract tests (migrations) inject stub no-op migration arrays +rather than letting the real SQL-bearing migrations hit the minimal fake db. diff -ruN a/docs/roadmap.md b/docs/roadmap.md --- a/docs/roadmap.md 2026-08-24 06:09:15.371175009 +0000 +++ b/docs/roadmap.md 2026-08-24 06:09:15.374781393 +0000 @@ -74,8 +74,9 @@ ### 3. Memory Consolidation Lifecycle Prevents long-term memory degradation and enables compression. -- [ ] Episode aging — score/weight episodes by recency and access frequency -- [ ] Consolidation pass — merge related low-weight episodes into summary nodes +- [x] Episode aging — `access_count` + `last_accessed_at` columns (v2 migration), batch touch on retrieval selection (`POST /episodes/touch`), aging score `access_count / (1 + days since last access)` +- [x] Dry-run candidates endpoint — `GET /sessions/:id/consolidation-candidates` with age + session-size floors (observe-only phase before destructive pass) +- [ ] Consolidation pass — merge related low-weight episodes into summary nodes (incl. Qdrant vector + entity link cleanup) - [ ] Orphan cleanup — remove entities no longer referenced by active episodes ### 4. User Preference Model @@ -90,11 +91,11 @@ - [ ] Confidence bands — FAST PATH (memory lookup only) vs FULL (LLM + context) - [ ] Fast-path handlers — direct memory queries, session lookups, factual recalls -### 6. Smarter Context Assembly *(inspired by acid2lake)* +### 6. Smarter Context Assembly *(inspired by acid2lake)* ✅ Budget-aware context selection instead of dumping all relevant memory into the prompt. -- [ ] Token budget manager in orchestration -- [ ] Priority scoring — recency × relevance × entity weight -- [ ] Configurable context budget via env var +- [x] Token budget manager in orchestration (`selectWithinBudget`, char/4 estimation on stored text) +- [x] Priority scoring — RRF fusion + recency + entity boost (`buildScoredPool`) +- [x] Configurable via settings (`contextBudget`, `entityWeight`, `minRecentEpisodes`) — live, no restart ### 7. Procedural Memory Store *(inspired by acid2lake)* Learns "how NexusAI has successfully handled this type of request before." @@ -227,4 +228,4 @@ --- -*Last updated: April 2026* \ No newline at end of file +*Last updated: August 2026* \ No newline at end of file diff -ruN a/docs/services/memory-service.md b/docs/services/memory-service.md --- a/docs/services/memory-service.md 2026-08-24 06:09:15.372796767 +0000 +++ b/docs/services/memory-service.md 2026-08-24 06:09:15.376191053 +0000 @@ -78,6 +78,11 @@ ```js const migrations = [ (_db) => {}, // v0 → v1: consolidated baseline (historical ALTERs folded into schema.js) + (db) => { // v1 → v2: access tracking for consolidation lifecycle + db.exec(`ALTER TABLE episodes ADD COLUMN last_accessed_at INTEGER`); + db.exec(`ALTER TABLE episodes ADD COLUMN access_count INTEGER NOT NULL DEFAULT 0`); + db.exec(`UPDATE episodes SET last_accessed_at = created_at`); // backfill + }, ]; const LATEST_VERSION = migrations.length; // derived, never hand-maintained ``` @@ -121,6 +126,12 @@ - `foreign_keys = ON` — enforces referential integrity and cascade deletes - PRAGMAs set via `db.pragma()`, not `db.exec()` +> **Copying a live WAL database:** `cp` on the `.db` file alone silently loses +> everything in the un-checkpointed `-wal` file (recent writes, even the +> migration version stamp). Always use +> `sqlite3 nexusai.db "VACUUM INTO './copy.db'"` (or `.backup`) — safe while +> the service is running, produces a complete single-file snapshot. + ### Dynamic Updates Both `updateSession` and `updateProject` build their `SET` clause dynamically @@ -204,6 +215,28 @@ > For full details on trigger conditions, prompt format, cumulative updates, > and ChatML token stripping, see `summarization.md`. +## Access Tracking & Consolidation (dry-run) + +Every episode selected into a chat context window (budget-selected, not the +guaranteed-recency floor) gets an access bump via `POST /episodes/touch` — +`access_count` incremented, `last_accessed_at` set to `Date.now()` (ms). +Called fire-and-forget from orchestration; a failure loses one increment, +nothing more. + +`GET /sessions/:id/consolidation-candidates` scores episodes by +`access_count / (1 + days since last access)` — never-accessed episodes fall +back to `created_at` for the recency term and score exactly 0 (most eligible). +Two floors apply: episodes younger than `CONSOLIDATION.MIN_AGE_DAYS` are +excluded in SQL; sessions under `CONSOLIDATION.MIN_SESSION_EPISODES` return +`eligible: false` before scoring runs. The endpoint is observe-only — the +destructive pass (merge → summarize → Qdrant cleanup → orphan sweep) is not +yet built. + +> **Unit note:** `created_at` is unix **seconds** (`unixepoch()`); +> `last_accessed_at` is unix **milliseconds** (`Date.now()`). The scoring +> query normalizes with `created_at * 1000`. Keep this in mind for any new +> queries touching both columns. + ## Delete Behaviour (SQLite + Qdrant consistency) SQLite cascades handle relational cleanup, but Qdrant is a separate store and diff -ruN a/docs/services/orchestration-service.md b/docs/services/orchestration-service.md --- a/docs/services/orchestration-service.md 2026-08-24 06:09:15.373384709 +0000 +++ b/docs/services/orchestration-service.md 2026-08-24 06:09:15.376427273 +0000 @@ -73,6 +73,9 @@ | `scoreThreshold` | 0.5 | Minimum similarity score for Qdrant semantic results | | `semanticWeight` | 1.0 | RRF weight for Qdrant semantic results | | `keywordWeight` | 0 | RRF weight for FTS5 keyword results (`0` = disabled) | +| `contextBudget` | — | Token budget for context assembly (char/4 estimation on stored text) | +| `entityWeight` | — | Scoring bonus for entity-linked episodes in the context pool | +| `minRecentEpisodes` | — | Guaranteed floor of recent episodes always included in context | | `modelsFolderPath` | `/mnt/nexus-models` | Path to folder containing .gguf files | | `temperature` | 0.7 | Inference temperature | | `repeatPenalty` | 1.1 | Repeat token penalty | @@ -101,35 +104,43 @@ 4. **Recent episode retrieval** — fetch most recent episodes (`recentEpisodeLimit`). -5. **Fused episode retrieval** — runs semantic (Qdrant) and keyword (FTS5) +5. **Trivial-turn gate** — greetings/pleasantries (`isTrivialTurn`) skip all + retrieval (semantic, keyword, entity); recent history alone is the context. + Breaks the greeting → marginal-retrieval → confabulation loop. + +6. **Fused episode retrieval** — runs semantic (Qdrant) and keyword (FTS5) search in parallel, then merges results via Reciprocal Rank Fusion (RRF). - Both paths are filtered against `recentIds` before fusion. FTS is scoped - to the current session or all project sessions. If `keywordWeight` is `0`, - the FTS call is skipped entirely. Non-critical — failures fall back to - whichever strategy succeeded. - -6. **Entity search** — query `entities` Qdrant collection filtered by - `projectId`. Returns entity IDs alongside Qdrant payload data (the Qdrant - point ID equals the SQLite entity ID). Non-critical. - -7. **Graph neighborhood expansion** — call `POST /graph/neighbors` on - memory-service with the entity IDs from step 6. Returns a 1-hop subgraph - `{ nodes, edges }` — entity objects plus the relationships connecting them. - If no entities were found or the graph call fails, falls back to flat entity - list (no edges). Non-critical. - -8. **Prompt assembly** — combine system prompt, graph context, fused episodes, - recent episodes, and user message. + The query is embedded once and shared with entity search. Both paths are + filtered against `recentIds` before fusion. FTS is scoped to the current + session or all project sessions. If `keywordWeight` is `0`, the FTS call + is skipped entirely. Non-critical — failures fall back to whichever + strategy succeeded. + +7. **Entity search + graph expansion** — query `entities` Qdrant collection + (project-scoped, or session-scoped via `/sessions/:id/entity-ids` for + non-project chats). Entity IDs are expanded into a 1-hop subgraph via + `POST /graph/neighbors`; on failure, falls back to flat entity list. + Non-critical. + +8. **Scored pool + budget selection** — `buildScoredPool` combines RRF scores, + recency, and entity-linkage bonus; `selectWithinBudget` fills `contextBudget` + (char/4 token estimation on stored text) above a guaranteed floor of + `minRecentEpisodes` recent episodes. Selected episode IDs are then reported + to `POST /episodes/touch` fire-and-forget (access tracking for the + consolidation lifecycle). + +9. **Prompt assembly** — combine system prompt, graph context, selected + episodes, guaranteed recent episodes, and user message. -9. **Inference** — send to inference service. `/chat` awaits full response; - `/chat/stream` pipes SSE chunks to the client. +10. **Inference** — send to inference service. `/chat` awaits full response; + `/chat/stream` pipes SSE chunks to the client. -10. **Episode write** — write exchange back to memory with `projectId`. +11. **Episode write** — write exchange back to memory with `projectId`. -11. **Summarisation trigger** — `triggerSummary(session, allEpisodes)` called +12. **Summarisation trigger** — `triggerSummary(session)` called fire-and-forget. See `summarization.md` for full details. -12. **Auto-naming** — on first message with no session name, fires a secondary +13. **Auto-naming** — on first message with no session name, fires a secondary inference call (max 20 tokens, temperature 0.3) to generate a session name. ### Prompt Structure diff -ruN a/docs/services/shared.md b/docs/services/shared.md --- a/docs/services/shared.md 2026-08-24 06:09:15.371834893 +0000 +++ b/docs/services/shared.md 2026-08-24 06:09:15.374906804 +0000 @@ -203,6 +203,16 @@ SUMMARY_MIN_EPISODES=5 ``` +#### `CONSOLIDATION` + +Controls the memory consolidation lifecycle (currently dry-run only). + +| Key | Value | Description | +|---|---|---| +| `MIN_AGE_DAYS` | `7` | Episodes younger than this are never consolidation candidates | +| `MIN_SESSION_EPISODES` | `20` | Sessions with fewer episodes are skipped entirely | +| `CANDIDATE_LIMIT` | `50` | Max candidates returned per scoring query | + #### `SQLITE` | Key | Value | Description |