refactor(memory): switch consolidation to token-based context windows
Move consolidation policy into MemoryConsolidator, keep backward compatibility for legacy config, and compress history by token budget instead of message count.
This commit is contained in:
+185
-58
@@ -2,17 +2,19 @@
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from __future__ import annotations
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import asyncio
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import json
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import weakref
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from pathlib import Path
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from typing import TYPE_CHECKING
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from typing import TYPE_CHECKING, Any, Callable
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from loguru import logger
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from nanobot.utils.helpers import ensure_dir
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from nanobot.utils.helpers import ensure_dir, estimate_message_tokens, estimate_prompt_tokens_chain
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if TYPE_CHECKING:
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from nanobot.providers.base import LLMProvider
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from nanobot.session.manager import Session
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from nanobot.session.manager import Session, SessionManager
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_SAVE_MEMORY_TOOL = [
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@@ -26,7 +28,7 @@ _SAVE_MEMORY_TOOL = [
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"properties": {
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"history_entry": {
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"type": "string",
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"description": "A paragraph (2-5 sentences) summarizing key events/decisions/topics. "
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"description": "A paragraph summarizing key events/decisions/topics. "
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"Start with [YYYY-MM-DD HH:MM]. Include detail useful for grep search.",
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},
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"memory_update": {
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@@ -42,6 +44,20 @@ _SAVE_MEMORY_TOOL = [
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]
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def _ensure_text(value: Any) -> str:
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"""Normalize tool-call payload values to text for file storage."""
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return value if isinstance(value, str) else json.dumps(value, ensure_ascii=False)
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def _normalize_save_memory_args(args: Any) -> dict[str, Any] | None:
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"""Normalize provider tool-call arguments to the expected dict shape."""
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if isinstance(args, str):
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args = json.loads(args)
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if isinstance(args, list):
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return args[0] if args and isinstance(args[0], dict) else None
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return args if isinstance(args, dict) else None
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class MemoryStore:
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"""Two-layer memory: MEMORY.md (long-term facts) + HISTORY.md (grep-searchable log)."""
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@@ -66,29 +82,27 @@ class MemoryStore:
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long_term = self.read_long_term()
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return f"## Long-term Memory\n{long_term}" if long_term else ""
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async def consolidate_chunk(
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@staticmethod
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def _format_messages(messages: list[dict]) -> str:
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lines = []
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for message in messages:
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if not message.get("content"):
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continue
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tools = f" [tools: {', '.join(message['tools_used'])}]" if message.get("tools_used") else ""
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lines.append(
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f"[{message.get('timestamp', '?')[:16]}] {message['role'].upper()}{tools}: {message['content']}"
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)
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return "\n".join(lines)
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async def consolidate(
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self,
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messages: list[dict],
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provider: LLMProvider,
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model: str,
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) -> tuple[bool, str | None]:
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"""Consolidate a chunk of messages into MEMORY.md + HISTORY.md via LLM tool call.
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Returns (success, None).
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- success: True on success (including no-op), False on failure.
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- The second return value is reserved for future use (e.g. RAG-style summaries) and is
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always None in the current implementation.
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"""
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) -> bool:
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"""Consolidate the provided message chunk into MEMORY.md + HISTORY.md."""
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if not messages:
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return True, None
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lines = []
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for m in messages:
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if not m.get("content"):
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continue
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tools = f" [tools: {', '.join(m['tools_used'])}]" if m.get("tools_used") else ""
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lines.append(f"[{m.get('timestamp', '?')[:16]}] {m['role'].upper()}{tools}: {m['content']}")
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return True
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current_memory = self.read_long_term()
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prompt = f"""Process this conversation and call the save_memory tool with your consolidation.
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@@ -97,24 +111,12 @@ class MemoryStore:
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{current_memory or "(empty)"}
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## Conversation to Process
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{chr(10).join(lines)}"""
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{self._format_messages(messages)}"""
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try:
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response = await provider.chat_with_retry(
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messages=[
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{
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"role": "system",
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"content": (
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"You are a memory consolidation agent.\n"
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"Your job is to:\n"
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"1) Append a concise but grep-friendly entry to HISTORY.md summarizing key events, decisions and topics.\n"
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" - Write 1 paragraph of 2–5 sentences that starts with [YYYY-MM-DD HH:MM].\n"
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" - Include concrete names, IDs and numbers so it is easy to search with grep.\n"
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"2) Update long-term MEMORY.md with stable facts and user preferences as markdown, including all existing facts plus new ones.\n"
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"3) Optionally return a short context_summary (1–3 sentences) that will replace the raw messages in future dialogue history.\n\n"
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"Always call the save_memory tool with history_entry, memory_update and (optionally) context_summary."
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),
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},
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{"role": "system", "content": "You are a memory consolidation agent. Call the save_memory tool with your consolidation of the conversation."},
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{"role": "user", "content": prompt},
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],
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tools=_SAVE_MEMORY_TOOL,
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@@ -123,35 +125,160 @@ class MemoryStore:
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if not response.has_tool_calls:
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logger.warning("Memory consolidation: LLM did not call save_memory, skipping")
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return False, None
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return False
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args = response.tool_calls[0].arguments
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# Some providers return arguments as a JSON string instead of dict
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if isinstance(args, str):
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args = json.loads(args)
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# Some providers return arguments as a list (handle edge case)
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if isinstance(args, list):
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if args and isinstance(args[0], dict):
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args = args[0]
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else:
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logger.warning("Memory consolidation: unexpected arguments as empty or non-dict list")
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return False, None
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if not isinstance(args, dict):
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logger.warning("Memory consolidation: unexpected arguments type {}", type(args).__name__)
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return False, None
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args = _normalize_save_memory_args(response.tool_calls[0].arguments)
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if args is None:
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logger.warning("Memory consolidation: unexpected save_memory arguments")
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return False
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if entry := args.get("history_entry"):
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if not isinstance(entry, str):
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entry = json.dumps(entry, ensure_ascii=False)
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self.append_history(entry)
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self.append_history(_ensure_text(entry))
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if update := args.get("memory_update"):
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if not isinstance(update, str):
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update = json.dumps(update, ensure_ascii=False)
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update = _ensure_text(update)
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if update != current_memory:
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self.write_long_term(update)
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logger.info("Memory consolidation done for {} messages", len(messages))
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return True, None
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return True
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except Exception:
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logger.exception("Memory consolidation failed")
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return False, None
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return False
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class MemoryConsolidator:
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"""Owns consolidation policy, locking, and session offset updates."""
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_MAX_CONSOLIDATION_ROUNDS = 5
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def __init__(
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self,
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workspace: Path,
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provider: LLMProvider,
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model: str,
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sessions: SessionManager,
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context_window_tokens: int,
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build_messages: Callable[..., list[dict[str, Any]]],
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get_tool_definitions: Callable[[], list[dict[str, Any]]],
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):
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self.store = MemoryStore(workspace)
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self.provider = provider
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self.model = model
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self.sessions = sessions
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self.context_window_tokens = context_window_tokens
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self._build_messages = build_messages
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self._get_tool_definitions = get_tool_definitions
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self._locks: weakref.WeakValueDictionary[str, asyncio.Lock] = weakref.WeakValueDictionary()
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def get_lock(self, session_key: str) -> asyncio.Lock:
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"""Return the shared consolidation lock for one session."""
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return self._locks.setdefault(session_key, asyncio.Lock())
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async def consolidate_messages(self, messages: list[dict[str, object]]) -> bool:
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"""Archive a selected message chunk into persistent memory."""
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return await self.store.consolidate(messages, self.provider, self.model)
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def pick_consolidation_boundary(
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self,
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session: Session,
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tokens_to_remove: int,
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) -> tuple[int, int] | None:
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"""Pick a user-turn boundary that removes enough old prompt tokens."""
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start = session.last_consolidated
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if start >= len(session.messages) or tokens_to_remove <= 0:
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return None
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removed_tokens = 0
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last_boundary: tuple[int, int] | None = None
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for idx in range(start, len(session.messages)):
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message = session.messages[idx]
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if idx > start and message.get("role") == "user":
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last_boundary = (idx, removed_tokens)
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if removed_tokens >= tokens_to_remove:
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return last_boundary
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removed_tokens += estimate_message_tokens(message)
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return last_boundary
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def estimate_session_prompt_tokens(self, session: Session) -> tuple[int, str]:
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"""Estimate current prompt size for the normal session history view."""
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history = session.get_history(max_messages=0)
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channel, chat_id = (session.key.split(":", 1) if ":" in session.key else (None, None))
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probe_messages = self._build_messages(
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history=history,
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current_message="[token-probe]",
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channel=channel,
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chat_id=chat_id,
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)
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return estimate_prompt_tokens_chain(
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self.provider,
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self.model,
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probe_messages,
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self._get_tool_definitions(),
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)
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async def archive_unconsolidated(self, session: Session) -> bool:
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"""Archive the full unconsolidated tail for /new-style session rollover."""
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lock = self.get_lock(session.key)
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async with lock:
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snapshot = session.messages[session.last_consolidated:]
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if not snapshot:
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return True
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return await self.consolidate_messages(snapshot)
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async def maybe_consolidate_by_tokens(self, session: Session) -> None:
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"""Loop: archive old messages until prompt fits within half the context window."""
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if not session.messages or self.context_window_tokens <= 0:
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return
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lock = self.get_lock(session.key)
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async with lock:
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target = self.context_window_tokens // 2
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estimated, source = self.estimate_session_prompt_tokens(session)
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if estimated <= 0:
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return
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if estimated < self.context_window_tokens:
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logger.debug(
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"Token consolidation idle {}: {}/{} via {}",
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session.key,
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estimated,
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self.context_window_tokens,
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source,
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)
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return
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for round_num in range(self._MAX_CONSOLIDATION_ROUNDS):
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if estimated <= target:
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return
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boundary = self.pick_consolidation_boundary(session, max(1, estimated - target))
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if boundary is None:
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logger.debug(
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"Token consolidation: no safe boundary for {} (round {})",
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session.key,
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round_num,
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)
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return
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end_idx = boundary[0]
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chunk = session.messages[session.last_consolidated:end_idx]
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if not chunk:
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return
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logger.info(
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"Token consolidation round {} for {}: {}/{} via {}, chunk={} msgs",
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round_num,
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session.key,
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estimated,
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self.context_window_tokens,
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source,
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len(chunk),
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)
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if not await self.consolidate_messages(chunk):
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return
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session.last_consolidated = end_idx
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self.sessions.save(session)
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estimated, source = self.estimate_session_prompt_tokens(session)
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if estimated <= 0:
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return
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