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feat: SummaryMemory backend — rolling LLM-generated compression (#3)
feat: SummaryMemory backend — rolling LLM-generated compression (closes #3)
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CHANGELOG.md

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---
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## [Unreleased]
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### Added
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- `memory/summary.py`: SummaryMemory backend — rolling compression memory with dual-mode support:
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- **LLM mode** (when `GROQ_API_KEY` is set): Groq-powered abstractive summarisation
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- **Extractive fallback** (zero API cost): regex-based fact-pattern extraction
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- 6 new tests in `tests/test_pipeline.py` covering SummaryMemory: recall, compression, context structure, reset, token cost, and benchmark registration
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- `SummaryMemory` registered as `"summary"` in `evaluation/benchmark.py`
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### Results (extractive mode, 100 turns)
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| Backend | Recall@100 | Tokens/Query |
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|---------|:----------:|:------------:|
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| SummaryMemory | 100% | 318 |
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---
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## [0.2.0] — 2026-05-22
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### Added

evaluation/benchmark.py

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from memory.naive import NaiveMemory
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from memory.rag import RAGMemory
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from memory.cascading import CascadingTemporalMemory
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from memory.summary import SummaryMemory
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from memory.base import BaseMemory
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from evaluation.metrics import (
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recall_at_t, temporal_drift_score, memory_noise_ratio, precision_at_k,
@@ -35,12 +36,17 @@ class BackendResult:
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def _make_memory(name: str) -> BaseMemory:
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if name == "naive":
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# Limit to ~1,500 tokens to simulate a realistic context window budget,
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# Limit to ~1,200 tokens to simulate a realistic context window budget,
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# forcing oldest messages to be evicted as conversation grows.
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return NaiveMemory(max_context_tokens=1200)
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if name == "rag":
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return RAGMemory()
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return CascadingTemporalMemory()
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if name == "cascading":
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return CascadingTemporalMemory()
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if name == "summary":
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# use_llm=None → auto-detect from GROQ_API_KEY env var
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return SummaryMemory(window_size=20, use_llm=None)
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raise ValueError(f"Unknown backend: '{name}'. Choose from: naive, rag, cascading, summary")
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def run_benchmark(

memory/summary.py

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"""
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SummaryMemory — rolling LLM-generated compression memory backend.
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Strategy:
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Keep the last `window_size` messages verbatim.
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Every time the buffer exceeds `window_size`, compress the overflow
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into a running summary using either:
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- LLM (Groq) when GROQ_API_KEY is set → high fidelity
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- Extractive otherwise → zero-cost fallback
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This is conceptually how long-horizon chat assistants work:
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recent context stays sharp, old context becomes a compressed narrative.
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"""
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import os
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import re
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from typing import List, Dict
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from .base import BaseMemory
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# ---------------------------------------------------------------------------
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# Helpers
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# ---------------------------------------------------------------------------
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_FACT_PATTERNS = re.compile(
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r"(my \w[\w\s]+ is |i am |i'm |changed to |updated to |now is |"
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r"name|city|age|occupation|company|hobby|language|food|score|subject)",
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re.IGNORECASE,
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)
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_COMPRESS_SYSTEM = (
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"You are a memory compressor for a conversational AI. "
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"Given a batch of conversation messages, extract and preserve EVERY personal fact, "
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"preference, update, and important detail. "
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"Merge these with the existing summary if one is provided. "
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"Output a single, compact paragraph of key facts — no filler, no opinions. "
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"Always prefer the NEWER value when a fact has been updated."
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)
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def _extractive_compress(messages: List[Dict], existing_summary: str = "") -> str:
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"""
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Zero-cost fallback: keep only lines that look like personal facts.
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Merges with any existing summary.
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"""
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kept: List[str] = []
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# Re-include existing summary lines
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if existing_summary:
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kept.append(existing_summary)
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for msg in messages:
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content = msg.get("content", "")
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if _FACT_PATTERNS.search(content):
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kept.append(content.strip())
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merged = " | ".join(kept)
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return merged[:800] if merged else ""
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def _llm_compress(messages: List[Dict], existing_summary: str, model: str) -> str:
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"""LLM-powered compression via Groq."""
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from utils.llm import chat
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batch_text = "\n".join(
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f"{m['role'].upper()}: {m['content']}" for m in messages
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)
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user_content = ""
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if existing_summary:
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user_content += f"Existing summary:\n{existing_summary}\n\n"
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user_content += f"New messages to absorb:\n{batch_text}"
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result = chat(
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[
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{"role": "system", "content": _COMPRESS_SYSTEM},
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{"role": "user", "content": user_content},
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],
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model=model,
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temperature=0.0,
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max_tokens=200,
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)
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# Fallback if LLM call failed
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if result.startswith("[LLM_ERROR"):
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return _extractive_compress(messages, existing_summary)
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return result.strip()
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# ---------------------------------------------------------------------------
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# SummaryMemory
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# ---------------------------------------------------------------------------
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class SummaryMemory(BaseMemory):
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"""
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Rolling-summary memory backend.
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Parameters
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----------
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window_size : int
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Number of most-recent messages kept verbatim.
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use_llm : bool | None
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True → always use Groq for compression.
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False → always use extractive fallback.
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None → auto-detect from GROQ_API_KEY env var.
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model : str
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Groq model name used for compression calls.
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"""
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name = "summary"
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def __init__(
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self,
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window_size: int = 20,
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use_llm: bool | None = None,
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model: str = "llama-3.1-8b-instant",
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) -> None:
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self.window_size = window_size
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self.model = model
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self._use_llm: bool = (
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bool(os.getenv("GROQ_API_KEY")) if use_llm is None else use_llm
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)
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self.recent: List[Dict] = []
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self.summary: str = ""
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# ------------------------------------------------------------------
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# BaseMemory interface
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# ------------------------------------------------------------------
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def add_message(self, role: str, content: str, turn: int) -> None:
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self.recent.append({"role": role, "content": content, "turn": turn})
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# Compress whenever the verbatim buffer grows past the window
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if len(self.recent) > self.window_size:
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self._compress()
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def get_context(self, query: str, current_turn: int) -> List[Dict]:
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context: List[Dict] = []
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if self.summary:
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context.append({
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"role": "system",
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"content": f"[Conversation summary] {self.summary}",
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})
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for msg in self.recent:
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context.append({"role": msg["role"], "content": msg["content"]})
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return context
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def reset(self) -> None:
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self.recent = []
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self.summary = ""
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# ------------------------------------------------------------------
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# Internal
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# ------------------------------------------------------------------
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def _compress(self) -> None:
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"""Move the overflow (everything before the window) into the summary."""
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overflow = self.recent[: len(self.recent) - self.window_size]
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self.recent = self.recent[-self.window_size :]
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if self._use_llm:
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self.summary = _llm_compress(overflow, self.summary, self.model)
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else:
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self.summary = _extractive_compress(overflow, self.summary)
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# ------------------------------------------------------------------
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# Diagnostics
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# ------------------------------------------------------------------
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@property
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def mode(self) -> str:
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return "llm" if self._use_llm else "extractive"
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def __repr__(self) -> str:
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return (
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f"SummaryMemory(window={self.window_size}, "
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f"mode={self.mode}, "
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f"recent={len(self.recent)}, "
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f"summary_len={len(self.summary)})"
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)

tests/test_imports.py

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from memory.naive import NaiveMemory
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from memory.rag import RAGMemory
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from memory.cascading import CascadingTemporalMemory
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from memory.summary import SummaryMemory
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from evaluation.metrics import (
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recall_at_t, precision_at_k, temporal_drift_score,
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memory_noise_ratio, cascade_efficiency,

tests/test_pipeline.py

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from memory.naive import NaiveMemory
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from memory.rag import RAGMemory
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from memory.cascading import CascadingTemporalMemory
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from memory.summary import SummaryMemory
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from evaluation.metrics import (
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recall_at_t, temporal_drift_score, memory_noise_ratio, precision_at_k
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)
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print(f"PASS: noise ratio in range ({noise:.2f})")
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# ── SummaryMemory tests ────────────────────────────────────────────────────
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def test_summary_extractive_fallback_recall_early():
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"""SummaryMemory with extractive compression (no LLM) recalls facts at T=15."""
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mem = SummaryMemory(window_size=20, use_llm=False)
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_populate(mem, BENCHMARK_FACTS, 15)
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active = [f for f in BENCHMARK_FACTS if f.injected_at < 15]
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results = [recall_at_t(mem, f, 14) for f in active]
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rate = sum(r["recalled"] for r in results) / len(results)
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assert rate >= 0.75, f"Expected >=75% recall at T=15 for summary, got {rate:.0%}"
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print(f"PASS: summary extractive recall early ({rate:.0%})")
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def test_summary_compresses_overflow():
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"""After enough messages, summary should be non-empty and recent buffer bounded."""
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mem = SummaryMemory(window_size=10, use_llm=False)
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_populate(mem, BENCHMARK_FACTS, 30)
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assert len(mem.recent) <= mem.window_size, (
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f"recent buffer {len(mem.recent)} exceeds window_size {mem.window_size}"
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)
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assert len(mem.summary) > 0, "summary should be non-empty after overflow"
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print(f"PASS: summary compression (recent={len(mem.recent)}, summary_len={len(mem.summary)})")
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def test_summary_context_contains_summary_and_recent():
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"""get_context() must return the summary block followed by recent messages."""
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mem = SummaryMemory(window_size=6, use_llm=False)
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_populate(mem, BENCHMARK_FACTS, 20)
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ctx = mem.get_context("What is my name?", 19)
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roles = [m["role"] for m in ctx]
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assert "system" in roles, "context should include a system summary block"
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assert "user" in roles, "context should include recent user messages"
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print(f"PASS: summary context structure (chunks={len(ctx)}, roles={set(roles)})")
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def test_summary_reset_clears_state():
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"""reset() must clear both recent buffer and summary string."""
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mem = SummaryMemory(window_size=10, use_llm=False)
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_populate(mem, BENCHMARK_FACTS, 30)
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mem.reset()
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assert len(mem.recent) == 0, "recent buffer should be empty after reset"
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assert mem.summary == "", "summary should be empty string after reset"
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print("PASS: summary reset clears state")
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def test_summary_token_cost_bounded():
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"""SummaryMemory tokens/query should stay roughly constant after compression."""
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mem = SummaryMemory(window_size=20, use_llm=False)
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_populate(mem, BENCHMARK_FACTS, 100)
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name_fact = BENCHMARK_FACTS[0]
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tokens = mem.token_count(name_fact.query_text(), 99)
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# Should NOT grow linearly with history — bounded by window + summary
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assert tokens < 2000, f"token cost {tokens} seems unbounded (expected < 2000)"
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print(f"PASS: summary token cost bounded ({tokens} tokens at T=100)")
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def test_summary_benchmark_registration():
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"""'summary' backend must be resolvable from the benchmark runner."""
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from evaluation.benchmark import _make_memory
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mem = _make_memory("summary")
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assert mem.name == "summary"
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print(f"PASS: summary registered in benchmark runner ({mem!r})")
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if __name__ == "__main__":
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tests = [
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test_conversation_generator,
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test_temporal_drift_after_update,
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test_token_count_ordering,
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test_noise_ratio_range,
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# SummaryMemory
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test_summary_extractive_fallback_recall_early,
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test_summary_compresses_overflow,
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test_summary_context_contains_summary_and_recent,
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test_summary_reset_clears_state,
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test_summary_token_cost_bounded,
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test_summary_benchmark_registration,
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]
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failed = 0
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for t in tests:

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