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Author SHA1 Message Date
Alexander Whitestone
13ef670c05 feat: session compaction with fact extraction (#748)
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Before compressing conversation context, extract durable facts
(user preferences, corrections, project details) and save to
fact store so they survive compression.

New agent/session_compactor.py:
- extract_facts_from_messages(): scans user messages for
  preferences, corrections, project/infra facts using regex
- 3 pattern categories: user_pref (5 patterns), correction
  (3 patterns), project (4 patterns)
- ExtractedFact: category, entity, content, confidence, source_turn
- save_facts_to_store(): saves to fact store (callback or auto-detect)
- extract_and_save_facts(): one-call extraction + persistence
- Deduplication by category+content
- Skips tool results, short messages, system messages
- format_facts_summary(): human-readable summary

Tests: tests/test_session_compactor.py (9 tests)

Closes #748
2026-04-15 22:41:54 -04:00
2 changed files with 322 additions and 0 deletions

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agent/session_compactor.py Normal file
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"""Session compaction with fact extraction.
Before compressing conversation context, extracts durable facts
(user preferences, corrections, project details) and saves them
to the fact store so they survive compression.
Usage:
from agent.session_compactor import extract_and_save_facts
facts = extract_and_save_facts(messages)
"""
from __future__ import annotations
import json
import logging
import re
import time
from dataclasses import dataclass, field
from typing import Any, Dict, List, Optional, Tuple
logger = logging.getLogger(__name__)
@dataclass
class ExtractedFact:
"""A fact extracted from conversation."""
category: str # "user_pref", "correction", "project", "tool_quirk", "general"
entity: str # what the fact is about
content: str # the fact itself
confidence: float # 0.0-1.0
source_turn: int # which message turn it came from
timestamp: float = 0.0
# Patterns that indicate user preferences
_PREFERENCE_PATTERNS = [
(r"(?:I|we) (?:prefer|like|want|need) (.+?)(?:\.|$)", "preference"),
(r"(?:always|never) (?:use|do|run|deploy) (.+?)(?:\.|$)", "preference"),
(r"(?:my|our) (?:default|preferred|usual) (.+?) (?:is|are) (.+?)(?:\.|$)", "preference"),
(r"(?:make sure|ensure|remember) (?:to|that) (.+?)(?:\.|$)", "instruction"),
(r"(?:don'?t|do not) (?:ever|ever again) (.+?)(?:\.|$)", "constraint"),
]
# Patterns that indicate corrections
_CORRECTION_PATTERNS = [
(r"(?:actually|no[, ]|wait[, ]|correction[: ]|sorry[, ]) (.+)", "correction"),
(r"(?:I meant|what I meant was|the correct) (.+?)(?:\.|$)", "correction"),
(r"(?:it'?s|its) (?:not|shouldn'?t be|wrong) (.+?)(?:\.|$)", "correction"),
]
# Patterns that indicate project/tool facts
_PROJECT_PATTERNS = [
(r"(?:the |our )?(?:project|repo|codebase|code) (?:is|uses|needs|requires) (.+?)(?:\.|$)", "project"),
(r"(?:deploy|push|commit) (?:to|on) (.+?)(?:\.|$)", "project"),
(r"(?:this|that|the) (?:server|host|machine|VPS) (?:is|runs|has) (.+?)(?:\.|$)", "infrastructure"),
(r"(?:model|provider|engine) (?:is|should be|needs to be) (.+?)(?:\.|$)", "config"),
]
def extract_facts_from_messages(messages: List[Dict[str, Any]]) -> List[ExtractedFact]:
"""Extract durable facts from conversation messages.
Scans user messages for preferences, corrections, project facts,
and infrastructure details that should survive compression.
"""
facts = []
seen_contents = set()
for turn_idx, msg in enumerate(messages):
role = msg.get("role", "")
content = msg.get("content", "")
# Only scan user messages and assistant responses with corrections
if role not in ("user", "assistant"):
continue
if not content or not isinstance(content, str):
continue
if len(content) < 10:
continue
# Skip tool results and system messages
if role == "assistant" and msg.get("tool_calls"):
continue
extracted = _extract_from_text(content, turn_idx, role)
# Deduplicate by content
for fact in extracted:
key = f"{fact.category}:{fact.content[:100]}"
if key not in seen_contents:
seen_contents.add(key)
facts.append(fact)
return facts
def _extract_from_text(text: str, turn_idx: int, role: str) -> List[ExtractedFact]:
"""Extract facts from a single text block."""
facts = []
timestamp = time.time()
# Clean text for pattern matching
clean = text.strip()
# User preference patterns (from user messages)
if role == "user":
for pattern, subcategory in _PREFERENCE_PATTERNS:
for match in re.finditer(pattern, clean, re.IGNORECASE):
content = match.group(1).strip() if match.lastindex else match.group(0).strip()
if len(content) > 5:
facts.append(ExtractedFact(
category=f"user_pref.{subcategory}",
entity="user",
content=content[:200],
confidence=0.7,
source_turn=turn_idx,
timestamp=timestamp,
))
# Correction patterns (from user messages)
if role == "user":
for pattern, subcategory in _CORRECTION_PATTERNS:
for match in re.finditer(pattern, clean, re.IGNORECASE):
content = match.group(1).strip() if match.lastindex else match.group(0).strip()
if len(content) > 5:
facts.append(ExtractedFact(
category=f"correction.{subcategory}",
entity="user",
content=content[:200],
confidence=0.8,
source_turn=turn_idx,
timestamp=timestamp,
))
# Project/infrastructure patterns (from both user and assistant)
for pattern, subcategory in _PROJECT_PATTERNS:
for match in re.finditer(pattern, clean, re.IGNORECASE):
content = match.group(1).strip() if match.lastindex else match.group(0).strip()
if len(content) > 5:
facts.append(ExtractedFact(
category=f"project.{subcategory}",
entity=subcategory,
content=content[:200],
confidence=0.6,
source_turn=turn_idx,
timestamp=timestamp,
))
return facts
def save_facts_to_store(facts: List[ExtractedFact], fact_store_fn=None) -> int:
"""Save extracted facts to the fact store.
Args:
facts: List of extracted facts.
fact_store_fn: Optional callable(category, entity, content, trust).
If None, uses the holographic fact store if available.
Returns:
Number of facts saved.
"""
saved = 0
if fact_store_fn:
for fact in facts:
try:
fact_store_fn(
category=fact.category,
entity=fact.entity,
content=fact.content,
trust=fact.confidence,
)
saved += 1
except Exception as e:
logger.debug("Failed to save fact: %s", e)
else:
# Try holographic fact store
try:
from fact_store import fact_store as _fs
for fact in facts:
try:
_fs(
action="add",
content=fact.content,
category=fact.category,
tags=fact.entity,
trust_delta=fact.confidence - 0.5,
)
saved += 1
except Exception as e:
logger.debug("Failed to save fact via fact_store: %s", e)
except ImportError:
logger.debug("fact_store not available — facts not persisted")
return saved
def extract_and_save_facts(
messages: List[Dict[str, Any]],
fact_store_fn=None,
) -> Tuple[List[ExtractedFact], int]:
"""Extract facts from messages and save them.
Returns (extracted_facts, saved_count).
"""
facts = extract_facts_from_messages(messages)
if facts:
logger.info("Extracted %d facts from conversation", len(facts))
saved = save_facts_to_store(facts, fact_store_fn)
logger.info("Saved %d/%d facts to store", saved, len(facts))
else:
saved = 0
return facts, saved
def format_facts_summary(facts: List[ExtractedFact]) -> str:
"""Format extracted facts as a readable summary."""
if not facts:
return "No facts extracted."
by_category = {}
for f in facts:
by_category.setdefault(f.category, []).append(f)
lines = [f"Extracted {len(facts)} facts:", ""]
for cat, cat_facts in sorted(by_category.items()):
lines.append(f" {cat}:")
for f in cat_facts:
lines.append(f" - {f.content[:80]}")
return "\n".join(lines)

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"""Tests for session compaction with fact extraction."""
import pytest
import sys
from pathlib import Path
sys.path.insert(0, str(Path(__file__).resolve().parent.parent))
from agent.session_compactor import (
ExtractedFact,
extract_facts_from_messages,
save_facts_to_store,
extract_and_save_facts,
format_facts_summary,
)
class TestFactExtraction:
def test_extract_preference(self):
messages = [
{"role": "user", "content": "I prefer Python over JavaScript for backend work."},
]
facts = extract_facts_from_messages(messages)
assert len(facts) >= 1
assert any("Python" in f.content for f in facts)
def test_extract_correction(self):
messages = [
{"role": "user", "content": "Actually the port is 8081 not 8080."},
]
facts = extract_facts_from_messages(messages)
assert len(facts) >= 1
assert any("8081" in f.content for f in facts)
def test_extract_project_fact(self):
messages = [
{"role": "user", "content": "The project uses Gitea for source control."},
]
facts = extract_facts_from_messages(messages)
assert len(facts) >= 1
def test_skip_tool_results(self):
messages = [
{"role": "assistant", "content": "Running command...", "tool_calls": [{"id": "1"}]},
{"role": "tool", "content": "output here"},
]
facts = extract_facts_from_messages(messages)
assert len(facts) == 0
def test_skip_short_messages(self):
messages = [
{"role": "user", "content": "ok"},
]
facts = extract_facts_from_messages(messages)
assert len(facts) == 0
def test_deduplication(self):
messages = [
{"role": "user", "content": "I prefer Python."},
{"role": "user", "content": "I prefer Python."},
]
facts = extract_facts_from_messages(messages)
# Should deduplicate
python_facts = [f for f in facts if "Python" in f.content]
assert len(python_facts) == 1
class TestSaveFacts:
def test_save_with_callback(self):
saved = []
def mock_save(category, entity, content, trust):
saved.append({"category": category, "content": content})
facts = [ExtractedFact("user_pref", "user", "likes dark mode", 0.8, 0)]
count = save_facts_to_store(facts, fact_store_fn=mock_save)
assert count == 1
assert len(saved) == 1
class TestFormatSummary:
def test_empty(self):
assert "No facts" in format_facts_summary([])
def test_with_facts(self):
facts = [
ExtractedFact("user_pref", "user", "likes dark mode", 0.8, 0),
ExtractedFact("correction", "user", "port is 8081", 0.9, 1),
]
summary = format_facts_summary(facts)
assert "2 facts" in summary
assert "user_pref" in summary