Files
hermes-agent/tools/memory_tool.py
kshitijk4poor 88dee3e866 refactor(memory): derive batch receipts from the matched list
`_batch` kept three accumulators holding the same selected entry; keep only
the per-op `matched` list and build `replaced_entries`/`removed_entries` from it
on commit. The background delete gate now asks `destructive_ops` instead of
re-spelling the predicate, `destructive_ops` tolerates a None op like the rest
of the batch path, and the pinned lookup no longer threads a dead `ambiguous`.
2026-09-24 15:38:22 +05:30

441 lines
23 KiB
Python

#!/usr/bin/env python3
"""Memory Tool - persistent curated memory (MEMORY.md = agent notes, USER.md = user
profile). Both enter the system prompt as a FROZEN snapshot at session start;
mid-session writes hit disk but never change the prompt (prefix cache intact).
Single `memory` tool: add/replace/remove or a batch `operations` list."""
import copy
import json
import logging
from contextvars import ContextVar
from pathlib import Path
from hermes_constants import get_hermes_home
from typing import Dict, Any, List, Optional, Tuple
from utils import is_truthy_value
from tools.registry import no_cache_check_fn
# fcntl is Unix-only; Windows uses msvcrt. MemoryStore reads both lazily from
# this module (tests patch ``memory_tool.fcntl``).
msvcrt = None
try:
import fcntl
except ImportError:
fcntl = None
try:
import msvcrt # noqa: F401
except ImportError:
pass
logger = logging.getLogger(__name__)
# One tool-definition pass must use ONE config decision for availability and the
# dynamic target schema: the check_fn result flows to the immediately following
# dynamic_schema_overrides call; ContextVar isolates concurrent profile builds.
_memory_surface_flags: ContextVar[Optional[Tuple[bool, bool]]] = ContextVar("memory_surface_flags", default=None)
def get_memory_dir() -> Path:
"""Profile-scoped memories dir, resolved per call (HERMES_HOME may switch after import)."""
return get_hermes_home() / "memories"
from tools.memory_tool_store import ( # noqa: E402,F401 (re-exports)
ENTRY_DELIMITER, MEMORY_BLOCK_HEADERS, MemoryStore, _scan_memory_content)
def load_on_disk_store() -> "MemoryStore":
"""Fresh on-disk MemoryStore with configured limits/flags for contexts with no live
agent (gateway, Desktop, ``/memory``) so approvals enforce the SAME caps as
``agent_init``. Falls back to defaults if config can't load; never raises."""
try:
from hermes_cli.config import load_config
config = load_config() or {}
mem_cfg = get_builtin_memory_config(config)
memory_enabled, user_profile_enabled = get_builtin_memory_store_flags(config)
store = MemoryStore(int(mem_cfg.get("memory_char_limit", 2200)), int(mem_cfg.get("user_char_limit", 1375)),
memory_enabled=memory_enabled, user_profile_enabled=user_profile_enabled)
except Exception:
store = MemoryStore() # config optional — fall back to defaults rather than break /memory
store.load_from_disk()
return store
def _pin_matched_entries(store: "MemoryStore", payload: Dict[str, Any]) -> Optional[str]:
"""Record on each staged replace/remove the FULL entry its old_text selects now. Approval
then applies to exactly the entry the approver reviewed and refuses if it changed:
re-running the old_text search at approve time could hit a newer entry that still
contains it. Returns the JSON error when the search fails now, as the direct write would."""
target = payload.get("target", "memory")
if payload.get("action") == "batch":
result = store.resolve_batch_entries(target, payload["operations"])
if result.get("success"):
payload["operations"] = [op if entry is None else {**op, "matched_entry": entry}
for op, entry in zip(payload["operations"], result["matched_entries"])]
elif payload.get("action") in _BG_DELETE_ACTIONS:
result = store.resolve_entry(target, payload.get("old_text") or "", payload["action"])
if result.get("success"):
payload["matched_entry"] = result["matched_entry"]
else:
return None
return None if result.get("success") else json.dumps(result, ensure_ascii=False)
def _gate_or_stage(store: "MemoryStore", summary: str, detail: str, payload: Dict[str, Any]) -> Optional[str]:
"""JSON tool-result string when the write must NOT proceed (blocked or staged
for approval), None to proceed. Fails open if the gate module can't load."""
try:
from tools import write_approval as wa
except Exception:
return None
decision = wa.evaluate_gate(wa.MEMORY, inline_summary=summary, inline_detail=detail)
if decision.allow:
return None
if decision.blocked:
return tool_error(decision.message, success=False)
if (unmatched := _pin_matched_entries(store, payload)) is not None:
return unmatched
record = wa.stage_write(wa.MEMORY, payload, summary=f"{summary}: {detail[:120]}", origin=wa.current_origin())
return json.dumps({"success": True, "staged": True, "pending_id": record["id"], "message": decision.message},
ensure_ascii=False)
# action -> (store call, gate (summary, detail) text) for the live tool path and staged replay.
_STORE_ACTIONS = {
"add": (lambda store, target, content, old_text, entry=None: store.add(target, content),
lambda label, content, old_text: (f"add to {label}", content or "")),
"replace": (lambda store, target, content, old_text, entry=None: store.replace(target, old_text, content, entry),
lambda label, content, old_text: (f"replace in {label}",
f"entry matching: {old_text}\nwhole entry becomes: {content}")),
"remove": (lambda store, target, content, old_text, entry=None: store.remove(target, old_text, entry),
lambda label, content, old_text: (f"remove from {label}", old_text or ""))}
def _batch_op_line(op: Dict[str, Any]) -> str:
op = op or {}
act, content, old = op.get("action", "?"), op.get("content") or op.get("new_text") or "", op.get("old_text", "")
if act == "remove":
return f"- remove: {old}"
# Whole-entry contract (#117952): the approver must not read this as a span patch.
return (f"- replace entry matching '{old}' -> whole entry becomes: {content}" if act == "replace"
else f"- {act}: {content}")
def _apply_write_gate(store: "MemoryStore", action: str, target: str, content: Optional[str],
old_text: Optional[str], operations: Optional[List[Dict[str, Any]]] = None) -> Optional[str]:
"""Gate one mutating op, or (``operations`` set) a whole batch as a single unit."""
label = "user profile" if target == "user" else "memory"
if operations is not None:
return _gate_or_stage(store, f"apply {len(operations)} op(s) to {label}",
"\n".join(_batch_op_line(op) for op in operations),
{"action": "batch", "target": target, "operations": operations})
return _gate_or_stage(store, *_STORE_ACTIONS[action][1](label, content, old_text),
{"action": action, "target": target, "content": content, "old_text": old_text})
def _validate_single_op(store, action, target, content, old_text) -> Optional[str]:
"""Validate BEFORE the gate so an invalid write is rejected now, not at approve time.
Missing ``old_text`` is recoverable (it can't be schema-required — needs a combinator
the Codex backend rejects): return the inventory plus a retry instruction."""
if action == "add" and not content:
return tool_error("Content is required for 'add' action.", success=False)
if action in ("replace", "remove") and not old_text:
replace_hint = (" For 'replace', content is the COMPLETE new entry -- the whole "
"matched entry is overwritten, not just the old_text span."
if action == "replace" else "")
return json.dumps({
"success": False,
"error": (f"'{action}' needs old_text -- a short unique substring of the entry "
f"to {action}. None was provided. Reissue the {action} with old_text "
f"set to part of one of the current_entries below.{replace_hint}"),
"current_entries": store._entries_for(target), "usage": store._usage(target)}, ensure_ascii=False)
if action == "replace" and not content:
return tool_error("content is required for 'replace' action.", success=False)
return None
_BG_DELETE_ACTIONS = ("replace", "remove")
def destructive_ops(payload: Dict[str, Any]) -> List[Dict[str, Any]]:
"""The replace/remove ops of a staged memory payload, single-op or batch shape."""
ops = (payload.get("operations") or []) if payload.get("action") == "batch" else [payload]
return [op for op in ops if (op or {}).get("action") in _BG_DELETE_ACTIONS]
def _background_delete_gate(store, action, operations, target="memory", content=None,
old_text=None) -> Optional[str]:
"""Fail-closed operation gate for unattended background-review forks (#105921): ``add``
stays available (it is all any review prompt asks for), while ``replace``/``remove`` —
single or inside a batch — are never applied unattended. The op is staged in the pending
store instead of merely denied: the fork's own review summary is never published back, so
a plain denial would drop the consolidation request with no surfacing path at all. A
staging failure fails closed to a plain denial."""
from tools.skill_provenance import is_unattended_review
if not is_unattended_review():
return None
payload = ({"action": "batch", "target": target, "operations": operations}
if operations is not None else
{"action": action, "target": target, "content": content, "old_text": old_text})
if not destructive_ops(payload):
return None
detail = ("; ".join(_batch_op_line(op) for op in operations) if operations is not None
else _batch_op_line({"action": action, "content": content, "old_text": old_text}))
try:
if (unmatched := _pin_matched_entries(store, payload)) is not None:
return unmatched
from tools import write_approval as wa
record = wa.stage_write(
wa.MEMORY, payload,
summary=(f"background review consolidation ({'batch' if operations is not None else action} "
f"on {target}): {detail}")[:200],
origin=wa.current_origin())
return json.dumps({
"success": True, "staged": True, "proposal_staged": True, "pending_id": record["id"],
"message": ("Background review may not delete memory entries unattended. The proposed "
f"{'batch' if operations is not None else action} was staged for your approval — "
"review it with /memory pending (approve to apply, discard to drop)."),
}, ensure_ascii=False)
except Exception:
logger.warning("Failed to stage background-review consolidation; denying", exc_info=True)
return tool_error(
"Background review may not delete memory entries ('replace'/'remove', including in a "
"batch); 'add' is still available.", success=False)
def memory_tool(action: str = None, target: str = "memory", content: str = None, old_text: str = None,
new_text: str = None, operations: Optional[List[Dict[str, Any]]] = None,
store: Optional[MemoryStore] = None) -> str:
"""Tool entry point; returns a JSON string. Single op (action + content/old_text)
or batch (``operations``, atomic against the final budget). ``new_text``
aliases ``content`` -- for 'replace' both mean the COMPLETE new entry (the
whole matched entry is overwritten; old_text only locates it)."""
if store is None:
return tool_error("Memory is not available. It may be disabled in config or this environment.", success=False)
if content is None and new_text is not None:
content = new_text
# Strict providers send JSON null for optional fields; treat as omitted.
target = "memory" if target is None else target
target_error = _memory_target_error(store, target)
if target_error is not None:
return json.dumps(target_error)
if operations:
if not isinstance(operations, list):
return tool_error("operations must be a list of {action, content?, old_text?} objects.", success=False)
denied = _background_delete_gate(store, action, operations, target)
if denied is not None:
return denied
# Approval gate: stages (background/gateway) or prompts inline (CLI); off by default.
gate_result = _apply_write_gate(store, "batch", target, None, None, operations)
if gate_result is not None:
return gate_result
return json.dumps(store.apply_batch(target, operations), ensure_ascii=False)
if action not in _STORE_ACTIONS:
return tool_error(f"Unknown action '{action}'. Use: add, replace, remove", success=False)
invalid = (_validate_single_op(store, action, target, content, old_text)
or _background_delete_gate(store, action, None, target, content, old_text)
or _apply_write_gate(store, action, target, content, old_text))
if invalid is not None:
return invalid
return json.dumps(_STORE_ACTIONS[action][0](store, target, content, old_text), ensure_ascii=False)
def get_builtin_memory_config(config: Optional[Dict[str, Any]] = None) -> Dict[str, Any]:
"""Normalized ``memory`` config section ({} when missing/malformed → flags default to
enabled). ``agent_init`` reads the same section so availability and store cannot diverge."""
if config is None:
try:
from hermes_cli.config import load_config_readonly
config = load_config_readonly()
except Exception:
logger.debug("Could not read memory config for availability", exc_info=True)
return {}
section = config.get("memory") if isinstance(config, dict) else None
return section if isinstance(section, dict) else {}
def get_builtin_memory_store_flags(config: Optional[Dict[str, Any]] = None) -> Tuple[bool, bool]:
"""Return ``(memory_enabled, user_profile_enabled)`` from resolved config."""
section = get_builtin_memory_config(config)
return tuple(is_truthy_value(section.get(k), default=True) for k in ("memory_enabled", "user_profile_enabled"))
@no_cache_check_fn
def check_memory_requirements() -> bool:
"""Snapshot store flags and report whether the built-in tool is available."""
_memory_surface_flags.set(None)
flags = get_builtin_memory_store_flags()
_memory_surface_flags.set(flags)
return flags[0] or flags[1]
def _memory_target_error(store: "MemoryStore", target: str) -> Optional[Dict[str, Any]]:
"""Return a shared validation error for an invalid or disabled target."""
if target not in {"memory", "user"}:
from tools.registry import _bound_error_text
return {"success": False,
"error": _bound_error_text(f"Invalid memory target '{target}'. Use 'memory' or 'user'.")}
if store.target_enabled(target):
return None
label = "USER.md" if target == "user" else "MEMORY.md"
return {"success": False, "error": f"Built-in {label} writes are disabled in memory config.", "target": target}
def apply_memory_pending(payload: Dict[str, Any], store: "MemoryStore") -> Dict[str, Any]:
"""Replay a staged write against the store, bypassing the gate (/memory approve). A
replace/remove applies to exactly its pinned ``matched_entry`` or is refused; a record
staged before pinning has no verifiable target, so it is refused rather than replayed by
old_text (which could hit a newer entry the approver never saw)."""
action, target = payload.get("action"), payload.get("target", "memory")
target_error = _memory_target_error(store, target)
if target_error is not None:
return target_error
if any(not op.get("matched_entry") for op in destructive_ops(payload)):
return {"success": False, "error": "This destructive pending write predates entry pinning and cannot be "
"verified; nothing was applied. Reject it and recreate the change."}
if action == "batch":
return store.apply_batch(target, payload.get("operations") or [])
if action not in _STORE_ACTIONS:
return {"success": False, "error": f"Unknown staged action '{action}'."}
return _STORE_ACTIONS[action][0](store, target, payload.get("content") or "", payload.get("old_text") or "",
payload.get("matched_entry"))
MEMORY_SCHEMA = {
"name": "memory",
"description": (
"Save durable facts to persistent memory that survive across sessions. Memory is "
"injected into every future turn, so keep entries compact and high-signal.\n\n"
"HOW: make ALL your changes in ONE call via an 'operations' array (each item: "
"{action, content?, old_text?}). The batch applies atomically and the char limit is "
"checked only on the FINAL result — so a single call can remove/replace stale entries "
"to free room AND add new ones, even when an add alone would overflow. The response "
"reports current/limit chars and confirms completion; one batch call finishes the "
"update, so don't repeat it. Use the bare action/content/old_text fields only for a "
"single lone change.\n\n"
"WHEN: only for facts that apply to EVERY session regardless of task: who the user "
"is, stable environment facts, standing conventions with no task home. Anything "
"learned while doing a task (procedures, pitfalls, and the user's preferences and "
"corrections for that kind of work) belongs in the task's skill via skill_manage, "
"where it loads only when relevant; memory is injected into every turn and must "
"stay small.\n\n"
"IF FULL: an add is rejected with the current entries shown. Reissue as ONE batch that "
"removes or shortens enough stale entries and adds the new one together.\n\n"
"TARGETS: 'user' = who the user is (name, role, preferences, style). 'memory' = your "
"notes (environment, conventions, tool quirks, lessons).\n\n"
"SKIP: trivial/obvious info, easily re-discovered facts, raw data dumps, task progress, "
"completed-work logs, temporary TODO state (use session_search for those). Reusable "
"procedures belong in a skill, not memory."
),
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": ["add", "replace", "remove"],
"description": "The action to perform (single-op shape). Omit when using 'operations'."
},
"target": {
"type": "string",
"enum": ["memory", "user"],
"description": "Which memory store: 'memory' for personal notes, 'user' for user profile."
},
"content": {
"type": "string",
"description": "The entry content. Required for 'add' and 'replace'. For 'replace' it is the COMPLETE new entry text: the whole matched entry is overwritten, so include everything you want to keep. Alias: 'new_text' is also accepted (same full-entry meaning)."
},
"old_text": {
"type": "string",
"description": "REQUIRED for 'replace' and 'remove' (single-op shape): a short unique substring IDENTIFYING the existing entry to modify -- it locates the entry, it is not spliced out. Omit only for 'add'."
},
"new_text": {
"type": "string",
"description": "Alias for 'content' (single-op shape): the COMPLETE new entry for 'replace', not a patch of old_text. If both are set, 'content' wins."
},
"operations": {
"type": "array",
"description": (
"Batch shape: a list of operations applied atomically in one call "
"against the final char budget. Preferred when making multiple changes "
"or consolidating to make room. Each item is {action, content?, old_text?}."
),
"items": {
"type": "object",
"properties": {
"action": {"type": "string", "enum": ["add", "replace", "remove"]},
"content": {"type": "string", "description": "Entry content for add/replace. For replace, the COMPLETE new entry (whole entry is overwritten). Alias: 'new_text'."},
"new_text": {"type": "string", "description": "Alias for 'content' in a batch op."},
"old_text": {"type": "string", "description": "Substring identifying the entry for replace/remove."},
},
"required": ["action"],
},
},
},
"required": ["target"],
},
}
# Schema text when only one built-in store is enabled: (target description, TARGETS replacement).
_SINGLE_TARGET_TEXT = {
("memory",): ("The enabled built-in store: 'memory' for personal notes.",
"TARGET: only 'memory' is enabled for personal notes (environment, conventions, "
"tool quirks, lessons)."),
("user",): ("The enabled built-in store: 'user' for user profile.",
"TARGET: only 'user' is enabled for user profile facts (name, role, preferences, style).")}
def _build_memory_schema_overrides() -> Dict[str, Any]:
"""Narrow the advertised target surface using the availability snapshot."""
flags = _memory_surface_flags.get() or get_builtin_memory_store_flags()
_memory_surface_flags.set(None)
targets = [t for t, on in zip(("memory", "user"), flags) if on]
parameters = copy.deepcopy(MEMORY_SCHEMA["parameters"])
target_schema, description = parameters["properties"]["target"], MEMORY_SCHEMA["description"]
target_schema["enum"] = targets
if narrowed := _SINGLE_TARGET_TEXT.get(tuple(targets)):
target_schema["description"], replacement = narrowed
description = description.replace(
"TARGETS: 'user' = who the user is (name, role, preferences, style). 'memory' = your "
"notes (environment, conventions, tool quirks, lessons).", replacement)
return {"description": description, "parameters": parameters}
from tools.registry import registry, tool_error # noqa: E402 (registration at import time)
registry.register(
name="memory",
toolset="memory",
schema=MEMORY_SCHEMA,
handler=lambda args, **kw: memory_tool(
action=args.get("action", ""), target=args.get("target", "memory"), store=kw.get("store"),
**{k: args.get(k) for k in ("content", "old_text", "new_text", "operations")}),
check_fn=check_memory_requirements,
emoji="🧠",
dynamic_schema_overrides=_build_memory_schema_overrides)
# ---- BEGIN PLUGIN-COMPAT (revert-scheduled; see COMPAT_MANIFEST.md) ----
# Names external plugins imported from this module before the Sep 2026 decomposition.
# Internal code MUST NOT use these (scripts/check_compat_pointers.py fails CI if it does).
# The whole block is removed by reverting the commit that added it.
from contextlib import contextmanager # noqa: F401,E402
import time # noqa: F401,E402
_PLUGIN_COMPAT_LAZY = {
'atomic_write_text': ('utils', 'atomic_write_text'),
}
def __getattr__(name): # PEP 562 — lazy so no import cycles
target = _PLUGIN_COMPAT_LAZY.get(name)
if target is None:
raise AttributeError(f"module {__name__!r} has no attribute {name!r}")
import importlib
from hermes_cli.plugin_compat import warn_once
warn_once(__name__, name, *target)
return getattr(importlib.import_module(target[0]), target[1])
# ---- END PLUGIN-COMPAT ----