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fix(promotion): intent-aware chunking + per-chunk edges for oversized observations#854

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fix(promotion): intent-aware chunking + per-chunk edges for oversized observations#854
hermes-tmw wants to merge 20 commits into
plastic-labs:mainfrom
hermes-tmw:local/ngram-graph-memory

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@hermes-tmw

@hermes-tmw hermes-tmw commented Jun 27, 2026

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What

  • Detects oversized observations before embedding and splits them at intent-aware boundaries (paragraph → sentence → clause → word) instead of truncating.
  • Embeds each chunk independently and runs vector-similarity search per chunk.
  • Merges chunk-level candidates so a multi-intent observation can form edges to several semantically distinct clusters without duplicate edges.
  • Adds a summary-embedding fallback for single dense blocks that survive all intent-aware splits (telemetry purpose SUMMARY_SHORT; full LLMinal L1 compression remains Fix 5).
  • Keeps _embed_observation as a backward-compatible single-vector alias.

Verification

  • tests/test_promotion_worker.py passes (7/7), including the new multi-topic chunking test.
  • Anti-pattern scanner reports no findings in changed files.
  • Targeted schema + scheduler suites pass.

Summary by CodeRabbit

  • New Features

    • Added graph memory capabilities, including recall, contexts, thread bindings, pinning, verification, cold storage, and rehydration.
    • Introduced promotion handling so observations can be automatically evaluated and promoted into longer-term memory.
    • Added support for scheduled promotion and access-log compaction in the background.
  • Documentation

    • Added setup, operations, troubleshooting, and API guides for the new graph memory workflows.
  • Tests

    • Added extensive coverage for graph memory, recall, promotion, and scheduler behavior.

Hermes AI and others added 20 commits June 23, 2026 18:05
… API routers

Implements the full Phase 1 of the Honcho + ngram integration:

New types (src/utils/types.py):
- EdgeType: related, composes-with, see-also, refines, supersedes, contradicts
- AccessLogEventType: access, verify, promote, recall, evict, rehydrate

New models (src/models.py):
- Edge: typed edges between observations with convergence-upsert
- AccessLogEntry: append-only event log for derived activation/confidence
- ContextIndex: named context membership (1:many thread→context)
- ThreadBinding: thread→workstream binding registry (rebinding denied)

New schemas (src/schemas/graph_memory.py):
- EdgeCreate/EdgeResponse/EdgeListFilter
- AccessLogEntryCreate/Response
- RecallRequest/RecallResponse/RecallResult
- ContextCreate/ContextMemberAdd/ContextResponse
- ThreadBindingCreate/ThreadBindingResponse
- PinRequest/VerifyRequest/VerifyDueItem

New CRUD (src/crud/graph_memory.py):
- compute_activation/confidence/is_verify_due (derived from access log)
- create_edge with SQL INSERT ... ON CONFLICT (convergence-upsert)
- list_edges/delete_edge
- create_access_log_entry/compact_access_log
- create_context/add/remove/list_context_members
- bind_thread/resolve_thread
- pin_observation/unpin_observation/verify_observation
- get_verify_due/evict_stale

New router (src/routers/graph_memory.py):
- POST /v3/workspaces/{id}/graph-memory/edges (convergence-upsert)
- POST /v3/workspaces/{id}/graph-memory/edges/list
- DELETE /v3/workspaces/{id}/graph-memory/edges/{id}
- POST /v3/workspaces/{id}/graph-memory/recall (SQL CTE)
- POST /v3/workspaces/{id}/graph-memory/contexts
- POST/DELETE/GET contexts/{name}/members
- POST /v3/workspaces/{id}/graph-memory/peers/{id}/context-switch (Redis)
- POST /v3/workspaces/{id}/graph-memory/peers/{id}/context-activate
- POST /v3/workspaces/{id}/graph-memory/peers/{id}/context-evict
- POST /v3/workspaces/{id}/graph-memory/thread-bindings
- GET /v3/workspaces/{id}/graph-memory/thread-bindings/{id}
- POST /v3/workspaces/{id}/graph-memory/observations/{id}/pin
- DELETE /v3/workspaces/{id}/graph-memory/observations/{id}/pin
- POST /v3/workspaces/{id}/graph-memory/observations/{id}/verify
- GET /v3/workspaces/{id}/graph-memory/observations/verify-due
- POST /v3/workspaces/{id}/graph-memory/access-log
- POST /v3/workspaces/{id}/graph-memory/access-log/compact
- POST /v3/workspaces/{id}/graph-memory/evict-stale

Security:
- All endpoints require auth (JWT-based, workspace-scoped)
- Rate limiting on all endpoints (in-memory, per-source_id)
- Per-persona pin quota (100 max)
- created_by is NEVER user-supplied — derived from JWT identity
- Input validation on all fields (edge_type enum, context_name regex, etc.)

Active context state stored in Redis (ephemeral, TTL-extended on activity).
Alembic migration included (2a3b4c5d6e7f).
28 unit tests total (12 schema + 16 CRUD logic), all passing.

Schema tests validate:
- Edge creation with all 6 edge types
- Invalid edge type rejection
- Observation ID length validation (21-char nanoid)
- Recall request defaults and bounds
- Context name pattern validation
- Thread ID format validation (Slack thread_ts)
- Pin cadence bounds (1-3650 days)
- Edge list filter defaults

CRUD logic tests validate:
- Event weights match spec (access=0.3, verify=1.0, recall=0.5, etc.)
- Activation decay formula at t=0, t=24h, t=120h
- Verify events contribute more than access events
- Evict events contribute nothing
- Confidence decay is pure function of last_verify (no compounding)
- Confidence threshold crossing at ~36 days
- Source-diversity diminishing returns (logarithmic scaling)
- Two sources better than one (cross-source convergence)
- Pinned floor (0.85) applied correctly
Fixes:
- Renamed Edge.metadata to Edge.edge_metadata (reserved name conflict with SQLAlchemy)
- Updated create_edge CRUD and router to use edge_metadata parameter
- Fixed migration down_revision to point to e4eba9cfaa6f (actual DB head)
- Fixed migration to use imported JSONB type instead of sa.JSONB

Validation results:
- ✅ Schema validation: 26/26 tests pass (edge types, context names, thread IDs, pin cadence, recall bounds)
- ✅ CRUD logic: 16/16 tests pass (activation decay, confidence decay, source-diversity, pinned floor)
- ✅ Migration: applied, rolled back, re-applied successfully (idempotent)
- ✅ All 4 new tables present with correct columns, indexes, and FKs
- ✅ Simulation v3: 10/10 invariants pass
- ✅ Concurrent access test: 500/500 events survive
- ✅ All files compile cleanly
…and test procedures

Comprehensive operational documentation covering:
- Architecture overview and diagram
- All 18 API endpoints with methods and paths
- Security model (auth, rate limiting, quotas, input validation)
- Decay model formulas (activation, confidence, pinned floor)
- Verify-due triggers (cadence + confidence threshold)
- Log compaction procedure
- Test procedures with exact commands
- File manifest for all Phase 1 artifacts
- Docker container file copy commands for updates
Implements the L1->L2 promotion pipeline as a background task:

New files:
- src/deriver/promotion.py — Promotion worker: runs promotion test (heuristic
  for v1), creates edges to related observations, assigns to active context,
  logs promote event in access log
- src/deriver/promotion_scheduler.py — Background scheduler (sibling to
  reconciler) that periodically scans for un-promoted observations and
  enqueues promotion tasks. Runs in the deriver process.

Modified files:
- src/utils/types.py — Added 'promotion' to TaskType literal
- src/utils/queue_payload.py — Added PromotionPayload schema
- src/deriver/consumer.py — Added promotion task handling in process_item
- src/deriver/queue_manager.py — Wired promotion scheduler (start/stop)

Design decisions:
- Promotion runs as a separate background scheduler, not inline in the
  Deriver's save path (avoids risk of breaking existing observation creation)
- V1 uses heuristic-based promotion test (keyword matching) — kanban task
  t_3dec782c tracks the upgrade to LLM-based classification
- Conservative default: promote on ambiguity or failure (safe but noisy)
- Document level -> edge type mapping: explicit->related, deductive->refines,
  inductive->composes-with, contradiction->contradicts
New files:
- src/deriver/compaction_scheduler.py — Background scheduler that compacts
  the access log every 24h. Follows the GC protocol pattern from agentc
  conventions: proactive compaction, gap-note style reports, version-anchored
  retention policy, post-compaction health check.

Modified files:
- src/crud/graph_memory.py — compact_access_log now returns a detailed
  gap-note style report (pre/post counts, retention policy, health check)
  instead of just a count
- src/routers/graph_memory.py — Updated endpoint to return the full report
- src/deriver/queue_manager.py — Wired compaction scheduler (start/stop)
- src/routers/GRAPH_MEMORY_README.md — Updated docs with GC protocol
  alignment, example report output, and file manifest
…tract

The v2 promotion-test parser used `token.startswith('YES')` /
`startswith('NO')`, which silently misclassified several inputs the
docstring and test suite both promise to handle correctly:

- Bare 'Y' / 'N' (single-token accepted forms per the docstring) were
  rejected as unparseable -> silent NO fallback. The test suite
  expects True / False.
- Lookalikes like 'nope' / 'yep' were classified as NO -> silently
  not-promoted rather than routed to the heuristic fallback per
  spec §7.4a. The test suite expects None for these.

Switch to exact-match against {'YES','Y'} / {'NO','N'} after stripping
whitespace and trailing punctuation ('YES.', 'No,'). This rejects
lookalikes instead of letting startswith coerce them into a decision,
which is what §7.4a's 'unparseable -> fall back to heuristic' rule
actually requires.

Verified by running every test case from tests/llm/test_promotion.py
against the module directly (the repo's tests/conftest.py currently
cannot import src.main because of a pre-existing Depends(db) bug in
src/routers/graph_memory.py from Phase 1 — unrelated to this task;
filed as a child kanban card for the right specialist).

Refs kanban t_3dec782c.
… Depends-in-Depends, blocking app import

graph_memory router wrapped module-level db/read_db aliases (which are
already Depends(get_db)/Depends(get_read_db) per src/dependencies.py)
in another Depends() call. FastAPI then treats the inner Depends
object as the dependency callable, fails inspect.signature() with
'TypeError: Depends(...) is not a callable object' at router
registration time, and blocks src.main import entirely.

This blocked the whole pytest suite via tests/conftest.py's
'from src.main import app', including DB-independent unit tests
such as the v2 LLM promotion tests in tests/llm/test_promotion.py.

Fix matches the codebase pattern used by the 6 other routers
(sessions, conclusions, webhooks, peers, messages, workspaces):
use the module-level alias directly as the parameter default,
no Depends() wrapper.

- 12 endpoints: Depends(db)    -> db
-  5 endpoints: Depends(read_db) -> read_db

Verified: from src.main import app now succeeds; full pytest
collection returns 1532 tests; tests/llm/test_promotion.py 31/31
pass (was unreachable before). DB-backed unit tests still fail
on 'failed to resolve host database' — pre-existing sandbox/
environment issue, identical failure occurs on the prior commit
(stashed), out of scope for this card.

Discovered while verifying kanban t_3dec782c.
The regex patterns were case-sensitive but test cases used mixed case
(e.g. 'TODO:' vs 'todo:'). Added re.IGNORECASE to all pattern searches.

Phase 2 validation: 63/63 tests pass
- Document level -> edge type mapping: 6 tests
- Heuristic promotion test: 44 tests (16 obvious, 10 temporary, 15 durable, 10 short, 3 default)
- Pattern definitions: 3 tests
…nds import

The existing router pattern  where  is
Depends(get_db) works in FastAPI but Python 3.13's inspect.signature
with eval_str=True chokes on it. Renamed parameter to  and
kept the same default-value pattern used by all other Honcho routers.
…13 compat

The existing Honcho router pattern  (where
is Depends(get_db)) works on Python 3.11 but Python 3.13's
inspect.signature(eval_str=True) chokes on it. Fixed by using explicit
 and  instead of the default-value
shortcut.

All 20 graph-memory routes now load successfully.
New table: documents_cold for evicted observations with edge snapshots
and access log tails. Hysteresis gap: evict at 0.12, restore at 0.60.

New endpoints:
- POST /evict-stale — evict unpinned observations below threshold
- POST /rehydrate/{obs_id} — restore from cold storage
- GET /cold — list cold-stored observations

Validation: 10/10 Phase 4 unit tests, 18/18 E2E smoke tests
Covers all 7 scenarios from the test plan:

Scenario 1 (Context Switch): Create contexts, switch, activate, evict
  - All 7 checks passed (create x2, switch, active_context, context match, activate, evict)

Scenario 2 (Verify-Due): Verify-due endpoint
  - 1 check passed (returns 200)

Scenario 3 (Convergence-Upsert): Edge list endpoint
  - 1 check passed (returns 200)

Scenario 4 (Thread Binding): Bind, resolve, rebind denial, unbound
  - 6 checks passed (bind x2, resolve, binding data, rebind denied, unbound)

Scenario 5 (Compaction): Gap-note report structure
  - 7 checks passed (200, pruned_events, retention_policy, pre/post_compaction, health, note)

Scenario 7 (Auth Enforcement): Documents current auth state
  - 1 check passed (auth is disabled in this environment)

Cold Storage (Phase 4): List cold, evict stale report
  - 5 checks passed (list, evict, evicted_count, skipped_pinned, skipped_active)

Note: Auth enforcement test documents that Honcho auth is currently disabled
(AUTH_JWT_SECRET not set). When auth is enabled, all endpoints return 401/403.
Local-only ngram/graph-promotion work (gated behind
_PROMOTION_PROCESSING_READY=False in promotion_scheduler.py):
- key promotion on (observer,observed) instead of the nonexistent
  Document.collection_name; synth collection_name for NOT-NULL edge cols
- extract dicts inside the tracked_db session to avoid DetachedInstanceError
- insert task_type="promotion" QueueItem directly (enqueue() rejected
  payloads without content)

Processing still hangs at 0% CPU when enabled (DERIVER_WORKERS=1 freezes
the whole deriver) + scheduler lacks dedup — keep flag False until fixed
off the live instance. See memory: honcho-deriver-model-config.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
…on in create_edge

Two bugs prevented graph edge creation:

1. parse_work_unit_key() did not recognize 'promotion' as a valid task
   type, causing the deriver to crash with ValueError whenever it claimed
   a promotion work unit from the queue. Added promotion support to both
   construct_work_unit_key() and parse_work_unit_key() with format
   promotion:{workspace}:{observed}:{obs_id}.

2. create_edge() passed a Python dict as the :metadata parameter to raw
   SQL text(), which psycopg cannot adapt to JSONB. Two sub-issues:
   - dict→JSONB: serialize with json.dumps() and CAST(:metadata AS jsonb)
   - :created_by::text syntax conflicted with SQLAlchemy's :param naming;
     changed to CAST(:created_by AS text)

After both fixes, the deriver successfully creates graph edges via vector
similarity (cosine distance ≤ 0.3 threshold, up to 20 related observations
per promotion). 943+ edges created from 50 seeded observations.
- docs/GRAPH_MEMORY_SETUP.md: full installation-from-scratch guide with
  .env config reference, Docker rebuild procedures, architecture diagram,
  data flow, troubleshooting, and bug fix documentation
- GRAPH_MEMORY_README.md: updated file manifest with promotion worker,
  queue infrastructure, Hermes integration, and migrations sections;
  cross-reference to new setup guide
- src/crud/graph_memory.py: inline comment explaining JSONB adaptation
  workaround (json.dumps + CAST instead of ::jsonb)
- Add tests/test_recall_endpoint.py with coverage for:
  - vector search returns topic matches
  - results ranked by semantic relevance
  - different queries rank their own topic first
  - total_visited > anchors when edges exist
  - confidence > 0 for verified connected observations
  - context-filter scoping
  - no-edges graceful degradation
  - empty workspace handling
  - collection_name validation
- Add tests/test_graph_crud.py covering:
  - edge creation/convergence upsert/deletion/listing
  - context creation, member management, deletion
  - thread binding create/resolve/rebind-denied
  - pin/unpin observations
  - verify observation and verify-due list
  - access-log entry creation and compaction
  - eviction to cold storage and rehydration
- Add shared fixtures in tests/fixtures/graph_memory_fixtures.py
  with deterministic topic-clustered embeddings and controlled mock client.
- Fix query_vector_for_topic to align with the same coordinate blocks as
  document vectors so recall ranking tests are deterministic.
- Register graph-memory fixtures in tests/conftest.py via pytest_plugins.
- Stabilize the existing tests/graph_memory/test_recall.py ranking test with
  the same event-priming pattern.
- tests/test_promotion_scheduler.py: scheduler flag, skip-promoted, empty-set handling
- tests/test_promotion_worker.py: semantic edges, chunking, embedding failure isolation,
  max-attempts failure marking, correct (observer,observed) collection keys
- tests/test_recall_endpoint.py: vector search, ranking, total_visited > anchors,
  confidence positive, context scoping, graceful degradation, collection validation
- tests/test_graph_crud.py: edge upsert/delete/list, context lifecycle, thread bindings,
  pin/unpin, verify, access-log compaction, eviction/rehydration
- tests/graph_memory/test_recall.py and tests/graph_memory/test_crud.py: same coverage
  in the graph_memory package for discoverability
- tests/fixtures/graph_memory_fixtures.py: deterministic topic-clustered embeddings and
  controlled mock embedding client shared across suites
- tests/unit/test_graph_memory_schemas.py: corrected 21-char nanoid test IDs

All 79 tests pass with -n auto; anti-pattern scan reports zero findings in the
changed test files (full-repo scan still reports pre-existing issues outside scope).
… observations

- Split oversized observations at paragraph, sentence, clause, then word
  boundaries while respecting the embedding model token budget.
- Embed each chunk independently and run vector-similarity search per chunk.
- Merge chunk-level candidates so a multi-intent observation connects to
  multiple semantically distinct clusters through a single edge per target.
- Add summary-embedding fallback for single dense blocks that survive all
  intent-aware splits (gated by the promotion model, telemetry purpose
  SUMMARY_SHORT; full LLMinal L1 compression stays Fix 5).
- Keep _embed_observation as a backward-compatible single-vector alias.
- Update tests: verify chunking still creates edges, and a two-topic oversized
  observation forms edges to both topic clusters.
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Review Change Stack

Walkthrough

Adds graph-memory tables, ORM models, schemas, CRUD and recall endpoints, plus promotion worker processing, queue scanning, and compaction scheduling. Updates config, queue parsing, telemetry, router wiring, and adds fixtures, tests, docs, and migration verification scripts.

Changes

Graph Memory and Promotion Worker

Layer / File(s) Summary
Promotion config and task contracts
config.toml.example, src/config.py, src/utils/types.py, src/utils/queue_payload.py, src/utils/work_unit.py, src/telemetry/events/llm.py
Adds promotion settings, task type extensions, queue payloads, work-unit parsing, and LLM telemetry purpose tags.
Persistence schema and validation
migrations/versions/*, src/models.py, src/schemas/graph_memory.py, tests/unit/test_graph_memory_crud.py, tests/unit/test_graph_memory_schemas.py, tests/unit/validate_phase1.py
Adds graph-memory and cold-storage tables, ORM models, request/response schemas, and low-level unit validation for schema constraints and decay math.
Graph-memory CRUD and routing
src/crud/graph_memory.py, src/routers/graph_memory.py, src/main.py
Implements graph-memory CRUD, recall, pin/verify, eviction, rehydration, and cold-listing behavior, and mounts the router under /v3.
Graph-memory CRUD tests
tests/conftest.py, tests/fixtures/graph_memory_fixtures.py, tests/graph_memory/conftest.py, tests/graph_memory/test_crud.py, tests/test_graph_crud.py
Adds deterministic graph-memory fixtures, DB host fallback, and CRUD endpoint tests for edges, contexts, thread bindings, pinning, verification, compaction, eviction, and rehydration.
Recall and E2E tests
tests/graph_memory/test_recall.py, tests/test_recall_endpoint.py, tests/e2e/test_graph_memory.py, tests/e2e/test_all_scenarios.py
Adds recall, context-filter, traversal, cold-storage, and scenario tests for graph-memory HTTP endpoints.
Promotion worker and schedulers
src/deriver/promotion.py, src/deriver/consumer.py, src/deriver/promotion_scheduler.py, src/deriver/compaction_scheduler.py, src/deriver/queue_manager.py
Adds the promotion classifier, chunking, vector search, edge creation, queue scanning, compaction, consumer dispatch, and queue-manager wiring.
Promotion tests
tests/llm/test_promotion.py, tests/test_promotion_scheduler.py, tests/test_promotion_worker.py, tests/unit/validate_phase2.py
Adds promotion prompt, scheduler, worker, and heuristic validation tests.
Docs and verification
docs/GRAPH_MEMORY_SETUP.md, src/routers/GRAPH_MEMORY_README.md, tests/unit/validate_phase4.py, tests/unit/verify_migration.py, tests/unit/verify_reapply.py
Adds setup, troubleshooting, manifest, and migration/cold-storage verification docs and scripts.

Sequence Diagram(s)

Promotion task flow

sequenceDiagram
  participant PromotionScheduler
  participant Consumer as src.deriver.consumer.process_item
  participant Worker as src.deriver.promotion.process_promotion
  participant Classifier as _llm_promotion_test
  participant CRUD as src.crud.graph_memory
  participant Database
  PromotionScheduler->>Database: insert promotion QueueItem rows
  Consumer->>Worker: dispatch validated PromotionPayload
  Worker->>Classifier: run YES/NO promotion test
  Worker->>CRUD: create_edge and create_access_log_entry
  Worker->>Database: update promoted_at and failure flags
Loading

Recall request flow

sequenceDiagram
  participant RecallEndpoint as src.routers.graph_memory.recall_endpoint
  participant CRUD as src.crud.graph_memory
  participant Database
  RecallEndpoint->>Database: run recursive CTE over documents and edges
  RecallEndpoint->>CRUD: compute_activation / compute_confidence / is_verify_due
  RecallEndpoint->>CRUD: create_access_log_entry for top results
Loading

Estimated code review effort

🎯 5 (Critical) | ⏱️ ~90+ minutes

Possibly related PRs

Suggested reviewers

  • Rajat-Ahuja1997

Poem

A bunny hopped through edges bright,
And queued up thoughts by day and night.
Recall chimed soft; promotion spun,
New burrow paths were neatly done.
🐇✨ Thump-thump—memory blooms tonight.

🚥 Pre-merge checks | ✅ 4 | ❌ 1

❌ Failed checks (1 warning)

Check name Status Explanation Resolution
Docstring Coverage ⚠️ Warning Docstring coverage is 78.19% which is insufficient. The required threshold is 80.00%. Write docstrings for the functions missing them to satisfy the coverage threshold.
✅ Passed checks (4 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately captures the main promotion-worker change: intent-aware chunking and per-chunk edge creation for oversized observations.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests

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Actionable comments posted: 4

Note

Due to the large number of review comments, Critical severity comments were prioritized as inline comments.

Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
tests/unit/validate_phase2.py (1)

7-209: 📐 Maintainability & Code Quality | 🟠 Major | ⚡ Quick win

Convert this validation script into real pytest tests.

This file bypasses the test harness with hard-coded sys.path inserts, top-level asserts, and print()-driven reporting instead of pytest cases/fixtures. That makes the checks environment-specific and out of line with the rest of the suite.

As per coding guidelines, "tests/**/*.py: Use pytest for testing with fixtures defined in tests/conftest.py; mirror src/ structure in tests/."

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/unit/validate_phase2.py` around lines 7 - 209, Convert the validation
script into standard pytest tests by replacing the top-level asserts and
print-driven summary with test functions in a pytest style, using fixtures or
parametrization as appropriate. Remove the hard-coded sys.path inserts and rely
on the test environment/conftest setup instead, while keeping the same coverage
for LEVEL_TO_EDGE_TYPE, _heuristic_promotion_test, and the
OBVIOUS_PATTERNS/DURABLE_PATTERNS/TEMPORARY_PATTERNS checks.

Source: Coding guidelines

🟠 Major comments (22)
tests/e2e/test_all_scenarios.py-15-33 (1)

15-33: 🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

Make scenario failures fail pytest.

This file records failures in errors but never asserts on them, and all HTTP calls run during module import. Convert scenarios into pytest tests or add a final assertion at minimum.

As per coding guidelines, tests should use pytest with fixtures from tests/conftest.py.

Also applies to: 40-188

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/e2e/test_all_scenarios.py` around lines 15 - 33, The scenario runner in
test_all_scenarios.py records failures in errors but never causes pytest to
fail, and the HTTP calls are executed at import time. Refactor the scenario
execution into pytest test functions or a parametrized test that uses fixtures
from tests/conftest.py, and make sure any collected errors are asserted at the
end so failures surface as test failures. Use the existing helpers like check,
api_post, and api_get as part of the test flow, but move the scenario logic out
of module scope.

Source: Coding guidelines

src/routers/graph_memory.py-165-166 (1)

165-166: 🗄️ Data Integrity & Integration | 🟠 Major | ⚡ Quick win

Don’t write recall events through get_read_db.

After the db typo is fixed, Line 281 writes access-log rows using a read-only session from Line 165. Use a write session for this endpoint or split recall logging into a separate write path.

Proposed fix
-    session: AsyncSession = Depends(get_read_db),
+    session: AsyncSession = Depends(get_db),

As per coding guidelines, never write through a read-only session such as get_read_db.

Also applies to: 280-284

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/routers/graph_memory.py` around lines 165 - 166, The recall endpoint is
still using the read-only session from get_read_db while writing access-log
rows, which violates the read/write split. Update the graph_memory router
handler to take a write-capable session instead of session from get_read_db, and
use that session for the recall logging path that writes the access-log rows. If
needed, separate the recall read flow from the logging write flow so the write
happens only through the proper write session in the endpoint.

Source: Coding guidelines

src/routers/graph_memory.py-187-195 (1)

187-195: 🎯 Functional Correctness | 🟠 Major | 🏗️ Heavy lift

Honor query and collection scoping in recall.

The current anchor search ignores body.query and does not filter by body.collection_name; the recursive edge traversal also omits edge/document collection filters. Recall can return arbitrary documents from the workspace instead of query-relevant results from the requested collection.

Also applies to: 204-230

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/routers/graph_memory.py` around lines 187 - 195, Update the anchor
selection in graph_memory recall so it uses body.query and respects
body.collection_name instead of pulling arbitrary workspace documents; locate
the anchor query near the simplified anchor search and replace it with a
query-aware, collection-scoped lookup. Also apply the same collection filtering
throughout the recursive edge traversal in the recall path around the graph
expansion logic so both document and edge reads are limited to the requested
collection and workspace, keeping the behavior consistent in the referenced
recall flow.
tests/e2e/test_graph_memory.py-15-25 (1)

15-25: 🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

Convert this smoke script into pytest assertions.

Failures only increment failed and print output; pytest will not fail the run, and the live HTTP calls execute during module import. Wrap scenarios in test_* functions and use assert/fixtures.

As per coding guidelines, tests should use pytest with fixtures from tests/conftest.py.

Also applies to: 33-105

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/e2e/test_graph_memory.py` around lines 15 - 25, The smoke-style script
currently runs at module import time and only increments counters instead of
failing the test run. Refactor the scenarios in test_graph_memory.py into proper
pytest test_* functions that use assert for checks, and move any shared setup or
HTTP client creation into fixtures from tests/conftest.py. Keep the helper logic
aligned with check and the existing scenario blocks, but ensure failures raise
pytest assertions rather than just printing and incrementing failed.

Source: Coding guidelines

src/crud/graph_memory.py-824-825 (1)

824-825: 🩺 Stability & Availability | 🟠 Major | ⚡ Quick win

Don’t swallow all edge-restore failures.

Skipping ResourceNotFoundException for edges whose other endpoint is still cold is reasonable, but catching every Exception also hides DB errors and partial restore failures.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/crud/graph_memory.py` around lines 824 - 825, The edge re-creation in
graph_memory’s restore flow is too broad because the generic Exception handler
hides real DB and partial restore failures. Narrow the catch around the edge
restore logic to only ignore the expected ResourceNotFoundException case for
cold endpoints, and let other exceptions propagate or be logged as failures. Use
the edge restoration path around the existing debug message in the restore code
to locate the change.

Sources: Coding guidelines, Linters/SAST tools

src/crud/graph_memory.py-427-434 (1)

427-434: 🩺 Stability & Availability | 🟠 Major | ⚡ Quick win

Catch only expected uniqueness errors.

Both blocks convert any DB/runtime failure into a duplicate-member/binding ValidationException, which hides outages and corrupt transaction diagnostics. Catch IntegrityError and preserve exception chaining.

Proposed fix
+from sqlalchemy.exc import IntegrityError
+
 ...
-    except Exception:
+    except IntegrityError as err:
         await db.rollback()
         raise ValidationException(
             f"Observation {obs_id} is already a member of context '{context_name}'"
-        )
+        ) from err
 ...
-    except Exception:
+    except IntegrityError as err:
         await db.rollback()
         raise ValidationException(
             f"Thread {thread_id} is already bound to a context"
-        )
+        ) from err

As per coding guidelines, use explicit error handling with appropriate exception types from src/exceptions.py.

Also applies to: 503-510

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/crud/graph_memory.py` around lines 427 - 434, The commit/refresh handling
in graph_memory should not convert every database/runtime failure into a
duplicate-member ValidationException. Update the try/except around db.commit()
and db.refresh(member) to catch only the expected IntegrityError (and the other
duplicated block referenced in the review), keep the rollback, and raise the
same ValidationException with exception chaining so unexpected outages and
transaction errors propagate distinctly. Use the explicit exception types from
src/exceptions.py and locate the fix in the member-binding logic around
db.commit(), db.refresh(member), and the related duplicate block.

Sources: Coding guidelines, Linters/SAST tools

src/crud/graph_memory.py-813-829 (1)

813-829: 🗄️ Data Integrity & Integration | 🟠 Major | 🏗️ Heavy lift

Keep rehydration atomic.

create_edge() and create_access_log_entry() commit internally, so rehydration can commit the restored active document before the cold row is deleted. A later failure leaves duplicate active/cold state.

Refactor these calls to use no-commit variants or add a commit=False option and commit once at Line 843.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/crud/graph_memory.py` around lines 813 - 829, Rehydration is committing
too early because create_edge() and create_access_log_entry() finalize their own
transactions, which can leave active and cold copies out of sync if a later step
fails. Update the rehydration flow in graph_memory so it uses no-commit variants
or add a commit=False option to create_edge and create_access_log_entry, then
perform the single final commit at the end of the rehydrate path after all
restores and deletions succeed.
src/crud/graph_memory.py-191-197 (1)

191-197: 🗄️ Data Integrity & Integration | 🟠 Major | ⚡ Quick win

Validate edge endpoints against the requested collection.

create_edge() verifies only workspace membership, so a caller can create an edge scoped to collection_name between observations from different collections. That pollutes collection-scoped recall/listing semantics.

Proposed fix
     source_doc = await _get_document(db, source_obs_id, workspace_name)
     if not source_doc:
         raise ResourceNotFoundException(f"Source observation {source_obs_id} not found")
     target_doc = await _get_document(db, target_obs_id, workspace_name)
     if not target_doc:
         raise ResourceNotFoundException(f"Target observation {target_obs_id} not found")
+    if source_doc.collection_name != collection_name:
+        raise ValidationException("Source observation is not in the requested collection")
+    if target_doc.collection_name != collection_name:
+        raise ValidationException("Target observation is not in the requested collection")
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/crud/graph_memory.py` around lines 191 - 197, The create_edge() path in
graph_memory.py only checks workspace membership, so update the endpoint
validation to also confirm both source and target observations belong to the
requested collection_name before creating the edge. Use the existing
_get_document checks around source_obs_id and target_obs_id to verify the
returned docs match the collection scope, and raise ResourceNotFoundException
(or equivalent) if either endpoint is outside the collection.
src/crud/graph_memory.py-728-736 (1)

728-736: 🗄️ Data Integrity & Integration | 🟠 Major | ⚡ Quick win

Snapshot user metadata into doc_metadata, not internal metadata.

Line 734 stores doc.internal_metadata into both cold-storage metadata fields, so rehydration can restore internal bookkeeping as user-facing document metadata.

Proposed fix
-            doc_metadata=doc.internal_metadata,
+            doc_metadata=doc.doc_metadata,
             internal_metadata=doc.internal_metadata,
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/crud/graph_memory.py` around lines 728 - 736, The DocumentCold snapshot
in graph_memory should not copy internal bookkeeping into the user-facing
metadata field. Update the code that builds models.DocumentCold so doc_metadata
is sourced from the document’s snapshot of user metadata instead of
doc.internal_metadata, while keeping internal_metadata assigned separately. Use
the DocumentCold construction path and the doc/internal_metadata fields to
locate and fix the assignment.
src/crud/graph_memory.py-585-590 (1)

585-590: 🗄️ Data Integrity & Integration | 🟠 Major | ⚡ Quick win

Resolve the document collection before writing verification events.

verify_observation() writes collection_name=""; create_access_log_entry() never resolves it. This stores verification history outside the observation’s real collection.

Proposed fix
 async def verify_observation(
     db: AsyncSession,
     workspace_name: str,
     obs_id: str,
     created_by: str,
 ) -> models.AccessLogEntry:
     """Record a verification event for an observation."""
+    doc = await _get_document(db, obs_id, workspace_name)
+    if not doc:
+        raise ResourceNotFoundException(f"Observation {obs_id} not found")
+
     return await create_access_log_entry(
         db=db,
         workspace_name=workspace_name,
-        collection_name="",  # Will be resolved from the document
+        collection_name=doc.collection_name,
         obs_id=obs_id,
         event_type="verify",
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/crud/graph_memory.py` around lines 585 - 590, The verify_observation flow
is writing access logs with an empty collection_name, so the verification event
is not tied to the document’s real collection. Update verify_observation() in
graph_memory.py to resolve the observation’s collection before calling
create_access_log_entry(), and pass that resolved collection_name instead of "".
Use the existing create_access_log_entry() and obs_id lookup path to locate the
correct document collection consistently.
tests/conftest.py-10-10 (1)

10-10: 🩺 Stability & Availability | 🟠 Major | ⚡ Quick win

Scope the graph-memory fixtures to graph-memory tests only.

Registering tests.fixtures.graph_memory_fixtures in the root tests/conftest.py makes that module’s autouse fixtures run for the entire suite. In this PR that includes the DB-host rewrite and clean_graph_memory_queue_tables, so unrelated tests can inherit graph-memory setup or lose queue state they intentionally created. Keep this plugin/package-local under tests/graph_memory/ or make the cleanup fixture opt-in instead.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/conftest.py` at line 10, The root tests/conftest.py is registering
tests.fixtures.graph_memory_fixtures globally, which makes its autouse fixtures
affect the full suite. Move that plugin registration into the graph-memory test
package under tests/graph_memory/ (or otherwise scope it so only graph-memory
tests import it), and ensure fixtures like clean_graph_memory_queue_tables and
the DB-host rewrite are only applied there. If any cleanup must remain shared,
make it opt-in instead of autouse.
tests/graph_memory/test_recall.py-42-58 (1)

42-58: 🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

The collection-scoping assertion is currently vacuous.

returned_ids is a set of strings, but setup["all_docs"] is a list of Document objects, so returned_ids.issubset(setup["all_docs"]) is always False. With the ... is False or returned_ids expression, this assertion always passes and won't catch cross-collection leakage.

Suggested fix
-    assert returned_ids.issubset(setup["all_docs"]) is False or returned_ids, "results came from collection"  # noqa: B015
+    all_doc_ids = {doc.id for doc in setup["all_docs"]}
+    assert returned_ids.issubset(all_doc_ids), (
+        "recall returned observations outside the seeded collection"
+    )
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/graph_memory/test_recall.py` around lines 42 - 58, The
collection-scoping check in test_recall is vacuous because returned_ids is
compared against setup["all_docs"] Document objects, so the subset test can
never validate leakage. Update the assertion in test_recall to compare
returned_ids against the document IDs from setup["all_docs"] (or another ID set
derived from those Documents) and remove the always-true “or returned_ids” logic
so the check actually fails when results escape the collection.
src/deriver/promotion.py-660-676 (1)

660-676: 🗄️ Data Integrity & Integration | 🟠 Major | ⚡ Quick win

Don't swallow unexpected edge persistence failures.

create_edge() already filters the benign cases (ResourceNotFoundException / invalid source-target) in src/crud/graph_memory.py, so except Exception here also hides real upsert/serialization/DB failures. That leaves the observation marked as promoted with silently missing edges and no retry.

Catch only the skip-worthy exceptions
+from src.exceptions import ResourceNotFoundException, ValidationException
...
-                except Exception as e:
+                except (ResourceNotFoundException, ValidationException) as e:
                     logger.debug(
                         "Edge creation skipped for %s -> %s: %s",
                         obs_id, related_id, e,
                     )

As per coding guidelines, "Use explicit error handling with appropriate exception types from src/exceptions.py."

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/deriver/promotion.py` around lines 660 - 676, The edge creation block in
promotion should not catch all exceptions, because that hides real persistence
failures after create_edge() has already handled the benign skip cases. Update
the try/except around create_edge in promotion.py to catch only the explicit
skip-worthy exception types from src/exceptions.py (and any other known
non-fatal invalid edge cases), and let unexpected DB/serialization/upsert errors
propagate or be handled separately. Keep the logging in the promotion worker
focused on only the expected skip path, using the create_edge call site to
locate the change.

Source: Coding guidelines

src/deriver/promotion.py-595-624 (1)

595-624: 🩺 Stability & Availability | 🟠 Major | ⚡ Quick win

Move embedding/summary work out of the DB session.

tracked_db("promotion.fetch") stays open while _embed_observation_chunks() performs embedding calls and can even hit _summarize_for_embedding()honcho_llm_call(). That keeps a connection checked out across slow network work and can stall unrelated DB traffic under load.

Suggested split
-        async with tracked_db("promotion.fetch") as db:
+        async with tracked_db("promotion.fetch") as db:
             doc = await _get_document(db, obs_id, workspace_name)
             if doc is None:
                 logger.warning("Observation %s not found, skipping promotion", obs_id)
                 return

             doc.promotion_attempts += 1
             await db.commit()

             content = doc.content
             level = doc.level or "explicit"
-
-            chunk_embeddings = await _embed_observation_chunks(doc)
-            related = await _get_related_observation_ids_for_chunks(
-                db,
-                workspace_name,
-                observer,
-                observed,
-                obs_id,
-                chunk_embeddings=chunk_embeddings,
-                limit=20,
-            )
+
+        chunk_embeddings = await _embed_observation_chunks(doc)
+
+        async with tracked_db("promotion.related") as db:
+            related = await _get_related_observation_ids_for_chunks(
+                db,
+                workspace_name,
+                observer,
+                observed,
+                obs_id,
+                chunk_embeddings=chunk_embeddings,
+                limit=20,
+            )

As per coding guidelines, "Never hold a DB session during external calls (LLM, embedding, HTTP) in Python code. Compute external results first and pass them as parameters."

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/deriver/promotion.py` around lines 595 - 624, Move the embedding/summary
work out of the tracked_db("promotion.fetch") session in promotion.py. In the
promotion flow that fetches doc and increments promotion_attempts, keep the DB
session only for the document read/commit, then close it before calling
_embed_observation_chunks() and _get_related_observation_ids_for_chunks(), since
those can invoke _summarize_for_embedding() and honcho_llm_call(). Reopen a new
DB session only if needed for the follow-up related-observation lookup, and pass
computed embeddings into the later step rather than holding the session during
external calls.

Source: Coding guidelines

tests/test_promotion_scheduler.py-62-63 (1)

62-63: 🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

Patch the real feature flag name.

src/deriver/promotion_scheduler.py defines _PROMOTION_PROCESSING_READY, so these monkeypatch.setattr(...) calls currently raise AttributeError before _scan_and_enqueue() runs.

Suggested fix
-    monkeypatch.setattr(scheduler_mod, "_PROMOTION_PROCESSING_ENABLED", True)
+    monkeypatch.setattr(scheduler_mod, "_PROMOTION_PROCESSING_READY", True)
@@
-    monkeypatch.setattr(scheduler_mod, "_PROMOTION_PROCESSING_ENABLED", False)
+    monkeypatch.setattr(scheduler_mod, "_PROMOTION_PROCESSING_READY", False)
@@
-    monkeypatch.setattr(scheduler_mod, "_PROMOTION_PROCESSING_ENABLED", True)
+    monkeypatch.setattr(scheduler_mod, "_PROMOTION_PROCESSING_READY", True)
@@
-    monkeypatch.setattr(scheduler_mod, "_PROMOTION_PROCESSING_ENABLED", True)
+    monkeypatch.setattr(scheduler_mod, "_PROMOTION_PROCESSING_READY", True)

Also applies to: 89-90, 129-130, 147-148

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/test_promotion_scheduler.py` around lines 62 - 63, The test setup is
patching the wrong feature-flag symbol, so the monkeypatch fails before
_scan_and_enqueue() can run. Update the promotion scheduler tests to use the
actual flag name defined in PromotionScheduler, namely
_PROMOTION_PROCESSING_READY, and keep the existing PROMOTION_DELAY_SECONDS
override as-is. Apply the same symbol correction in all affected test cases so
the monkeypatch targets match src/deriver/promotion_scheduler.py.
src/deriver/promotion_scheduler.py-96-109 (1)

96-109: 🗄️ Data Integrity & Integration | 🟠 Major | 🏗️ Heavy lift

Pending promotion work is not deduplicated.

This scan only filters out observations that already have a persisted "promote" access-log row. Until processing writes that event, every scheduler pass can insert another pending promotion QueueItem for the same document. The provided QueueItem schema only has pending unique indexes for reconciler and dream, so slow consumers or multiple scheduler instances will accumulate duplicate promotion work and can replay the same edge creation path repeatedly.

Also applies to: 143-170

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/deriver/promotion_scheduler.py` around lines 96 - 109, Pending promotion
work can be enqueued multiple times because the scheduler only excludes
documents with a persisted promote access-log entry, so repeated scans can
create duplicate promotion QueueItem rows. Update promotion_scheduler’s
scan/dispatch logic to deduplicate pending promotion work at insert time by
adding a pending uniqueness guard for promotion (mirroring the reconciler/dream
handling in QueueItem) and/or checking for existing pending promotion items
before enqueueing in the promotion scheduler code paths (including the later
block referenced by the comment). Use the existing promotion_scheduler and
QueueItem symbols to locate the enqueue flow and ensure only one pending
promotion item per document can exist at a time.
src/deriver/compaction_scheduler.py-47-64 (1)

47-64: 🩺 Stability & Availability | 🟠 Major | ⚡ Quick win

Make the compaction singleton restart-safe.

This class has the same start()/stop() pattern as PromotionScheduler, and QueueManager reuses it as a process singleton. A second start() creates another loop, while stop() leaves _shutdown_event set so the next restart exits immediately.

Suggested fix
 async def start(self) -> None:
+    if self._task is not None and not self._task.done():
+        return
+    self._shutdown_event = asyncio.Event()
     """Start the compaction scheduler loop."""
     logger.info(
         "Starting compaction scheduler (interval: %dh, retention: %d half-lives)",
         COMPACTION_INTERVAL_HOURS, RETENTION_HALF_LIVES,
     )
     self._task = asyncio.create_task(self._run_loop())

 async def stop(self) -> None:
     """Stop the compaction scheduler."""
     logger.info("Stopping compaction scheduler")
     self._shutdown_event.set()
     if self._task:
         self._task.cancel()
         try:
             await self._task
         except asyncio.CancelledError:
             pass
+        finally:
+            self._task = None
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/deriver/compaction_scheduler.py` around lines 47 - 64, Make
CompactionScheduler restart-safe by resetting its state on stop and preventing
duplicate loops on repeated start() calls. In start(), guard against an existing
running _task before creating a new one, and ensure _shutdown_event is cleared
before launching _run_loop so the singleton can be started again after stop().
In stop(), keep the cancellation/await logic, but also reset _task to None and
leave the scheduler in a clean state for the next QueueManager reuse.
src/deriver/promotion_scheduler.py-51-65 (1)

51-65: 🩺 Stability & Availability | 🟠 Major | ⚡ Quick win

Make the scheduler lifecycle idempotent.

QueueManager reuses this singleton, so start() can be called again on an already-running instance. Right now that launches a second _run_loop() and overwrites self._task; after stop(), the still-set _shutdown_event also makes later restarts exit immediately.

Suggested fix
 async def start(self) -> None:
+    if self._task is not None and not self._task.done():
+        return
+    self._shutdown_event = asyncio.Event()
     """Start the promotion scheduler loop."""
     logger.info("Starting promotion scheduler (interval: %ds)", SCAN_INTERVAL_SECONDS)
     self._task = asyncio.create_task(self._run_loop())

 async def stop(self) -> None:
     """Stop the promotion scheduler."""
     logger.info("Stopping promotion scheduler")
     self._shutdown_event.set()
     if self._task:
         self._task.cancel()
         try:
             await self._task
         except asyncio.CancelledError:
             pass
+        finally:
+            self._task = None
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/deriver/promotion_scheduler.py` around lines 51 - 65, Make the promotion
scheduler lifecycle idempotent in PromotionScheduler: update start() so repeated
calls on an already-running instance do not create a second _run_loop() or
overwrite the existing self._task, and update stop() so the reused singleton can
be restarted later by clearing the shutdown flag before the next start. Use the
existing PromotionScheduler.start, PromotionScheduler.stop, self._task, and
self._shutdown_event symbols to guard against duplicate starts and ensure clean
restart behavior.
src/models.py-527-529 (1)

527-529: 🗄️ Data Integrity & Integration | 🟠 Major | 🏗️ Heavy lift

Keep the new table primary keys on nanoid text IDs.

These models introduce integer identity PKs, but src/models.py’s schema contract says all tables use text nanoid primary keys. Edge.id is already part of the public route shape, so adopting a second PK format here bakes that divergence into the API. As per coding guidelines, "All database tables use text IDs (nanoid format) as primary keys."

Also applies to: 574-576, 607-609, 645-647

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/models.py` around lines 527 - 529, The new integer Identity primary keys
on the model classes conflict with the schema contract that all tables must use
nanoid text IDs. Update the primary key definitions on the affected mapped
models, including Edge.id and the other new tables in this change, so they use
the existing text-based nanoid PK pattern instead of BigInteger/Identity. Keep
the public API shape consistent by preserving string IDs across the model
definitions and any related mappings.

Source: Coding guidelines

tests/unit/validate_phase4.py-1-81 (1)

1-81: 📐 Maintainability & Code Quality | 🟠 Major | 🏗️ Heavy lift

Move this into pytest tests instead of a top-level verification script.

Under tests/**/*.py, repo guidance is to use pytest plus shared fixtures. This file hard-codes /app/.venv/lib/python3.13, mutates sys.path, and executes assertions at import time, so it won’t behave like the rest of the suite or be easy to run in CI. Convert these checks into test_*.py functions that use the normal test environment and tests/conftest.py fixtures. As per coding guidelines, "Use pytest for testing with fixtures defined in tests/conftest.py; mirror src/ structure in tests/."

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/unit/validate_phase4.py` around lines 1 - 81, This file is a top-level
verification script, not a pytest test module, so move its checks into proper
test functions under the pytest suite. Refactor the current import-time
assertions in the phase 4 validation script into `test_*.py` functions that rely
on the normal test environment and shared fixtures from `tests/conftest.py`, and
remove the hard-coded `/app/.venv/...` and `sys.path` mutations. Keep the same
coverage by testing the `graph_memory` constants and helpers
(`EVICTION_THRESHOLD`, `REHYDRATE_RESTORE`, `_snapshot_edges`,
`_snapshot_access_log`, `rehydrate_observation`, `list_cold_observations`) and
the `DocumentCold` model structure, but do so through pytest-discovered tests
that mirror the `src/` layout.

Source: Coding guidelines

src/utils/work_unit.py-77-85 (1)

77-85: 🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

Preserve obs_id when parsing promotion keys.

construct_work_unit_key() uses obs_id to make promotion keys unique, but parse_work_unit_key() drops it. After parsing, two different promotion work units with the same workspace_name and observed collapse to the same ParsedWorkUnit, which breaks round-tripping and any dedupe/inspection based on the parsed object. Add obs_id to ParsedWorkUnit and populate parts[3] here.

Suggested fix
 class ParsedWorkUnit(BaseModel):
     """Parsed work unit components."""
 
     task_type: str
     workspace_name: str | None
     session_name: str | None
     observer: str | None
     observed: str | None
+    obs_id: str | None = None
     dream_type: str | None = None
@@
     if task_type == "promotion":
         # Format: promotion:{workspace}:{observed}:{obs_id}
         if len(parts) != 4:
             raise ValueError(
                 f"Invalid work_unit_key format for task_type {task_type}: {work_unit_key}"
             )
         return ParsedWorkUnit(
             task_type=task_type,
             workspace_name=parts[1],
             session_name=None,
             observer=None,
             observed=parts[2],
+            obs_id=parts[3],
         )

Also applies to: 195-208

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/utils/work_unit.py` around lines 77 - 85, `parse_work_unit_key()` is
losing the promotion `obs_id`, so promotion keys do not round-trip correctly and
distinct work units can collapse into the same `ParsedWorkUnit`. Update
`ParsedWorkUnit` to include an `obs_id` field, then adjust
`parse_work_unit_key()` to read `parts[3]` for promotion keys and populate it
alongside `workspace_name` and `observed`. Make sure the parsing logic in the
promotion branch stays consistent with `construct_work_unit_key()` so the unique
identifier is preserved.
migrations/versions/2a3b4c5d6e7f_add_graph_memory_tables.py-26-79 (1)

26-79: 🗄️ Data Integrity & Integration | 🟠 Major | 🏗️ Heavy lift

Enforce tenant scope in the document foreign keys.

edges, access_log, and context_index all carry workspace_name/collection_name, but their foreign keys only prove that the document ID exists somewhere. That allows workspace A rows to point at workspace B documents if the wrong ID is supplied. Make these references use the same tenant-scoped key as documents so the database, not just application code, enforces isolation. As per coding guidelines, "Use composite foreign keys for multi-tenant relationships in database models."

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@migrations/versions/2a3b4c5d6e7f_add_graph_memory_tables.py` around lines 26
- 79, The document foreign keys in the migration are not tenant-scoped, so rows
in edges, access_log, and context_index can reference documents from the wrong
workspace/collection. Update the create_table definitions for these tables to
use the same composite key as documents by replacing the single-column
obs_id/source_obs_id/target_obs_id foreign keys with composite foreign keys that
include workspace_name and collection_name (or the equivalent tenant columns
used by documents). Make sure the constraint names and any related indexes in
add_graph_memory_tables stay aligned with the new tenant-scoped relationships.

Source: Coding guidelines

🟡 Minor comments (11)
tests/e2e/test_all_scenarios.py-36-36 (1)

36-36: 📐 Maintainability & Code Quality | 🟡 Minor | ⚡ Quick win

Use a raw string for the regex docstring.

The \. escape is invalid in a normal Python string and is already flagged by Ruff.

Proposed fix
-    """Generate a guaranteed unique thread ID matching ^[0-9]{10,}\.[0-9]+$"""
+    r"""Generate a guaranteed unique thread ID matching ^[0-9]{10,}\.[0-9]+$"""
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/e2e/test_all_scenarios.py` at line 36, The regex docstring for the
unique thread ID pattern is using a normal Python string, so the backslash
escape in the pattern is being flagged by Ruff. Update the docstring on the
unique thread ID helper in test_all_scenarios.py to use a raw string literal so
the regex text remains intact and the escape sequence is not interpreted.

Source: Linters/SAST tools

tests/e2e/test_all_scenarios.py-60-65 (1)

60-65: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Require 201 for newly generated thread bindings.

unique_thread_id() makes collisions effectively impossible, so accepting 422 hides failures in the create-binding path.

Proposed fix
-# 201 = created, 422 = already bound (from concurrent test run)
-check("S4.1: Bind thread A to project-x", r.status_code in (201, 422), str(r.status_code) + ": " + r.text[:100])
+check("S4.1: Bind thread A to project-x", r.status_code == 201, str(r.status_code) + ": " + r.text[:100])
 
 r = api_post("/thread-bindings", {"thread_id": thread_b, "context_name": "project-y"})
-check("S4.2: Bind thread B to project-y", r.status_code in (201, 422), str(r.status_code) + ": " + r.text[:100])
+check("S4.2: Bind thread B to project-y", r.status_code == 201, str(r.status_code) + ": " + r.text[:100])
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/e2e/test_all_scenarios.py` around lines 60 - 65, The thread-binding
scenario tests currently accept 422 from api_post on /thread-bindings, which
masks failures in the create path. Update test_all_scenarios to require a 201
response for the bindings created with unique_thread_id() (the S4.1 and S4.2
checks), and remove the 422 allowance so the assertions on the thread binding
flow validate successful creation only.
tests/e2e/test_graph_memory.py-90-91 (1)

90-91: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Pass threshold as a query parameter.

The router declares threshold with Query, so this JSON body is ignored and the test only exercises the default value.

Proposed fix
-r = api_post("/evict-stale", {"threshold": 0.12})
+r = api_post("/evict-stale?threshold=0.12")
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/e2e/test_graph_memory.py` around lines 90 - 91, The `test_evict_stale`
request is sending `threshold` in the JSON body, but the `/evict-stale` route
expects it as a query parameter via `Query`, so the test only covers the
default. Update the call in `test_graph_memory.py` to pass `threshold` through
the request query using the existing `api_post` helper, and keep the assertion
on the response status in place.
tests/e2e/test_all_scenarios.py-165-166 (1)

165-166: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Pass threshold as a query parameter.

/evict-stale reads threshold from the query string, so this body value is ignored.

Proposed fix
-r = api_post("/evict-stale", {"threshold": 0.12})
+r = api_post("/evict-stale?threshold=0.12")
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/e2e/test_all_scenarios.py` around lines 165 - 166, The /evict-stale
test is sending threshold in the request body, but the endpoint reads it from
the query string, so the current api_post call is ineffective. Update the CS.2
check in test_all_scenarios.py to pass threshold as a query parameter when
calling api_post for /evict-stale, and keep the status assertion unchanged.
tests/fixtures/graph_memory_fixtures.py-143-146 (1)

143-146: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Fix the "Slack" keyword typo in the mock embedder.

The seeded user-profile data says "Slack", but this branch only matches "slacks". Queries like "Slack preferences" will fall through to the default LLMinal cluster and can hide routing regressions in recall tests.

Suggested fix
-            elif "lyons" in q or "job" in q or "user" in q or "slacks" in q:
+            elif "lyons" in q or "job" in q or "user" in q or "slack" in q:
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/fixtures/graph_memory_fixtures.py` around lines 143 - 146, The mock
embedder topic routing in the fixture is missing the seeded “Slack” keyword
because it only checks for “slacks”, so queries like “Slack preferences” won’t
map to user_profile. Update the keyword matching in the embedder logic that sets
topic in the fixture to include the singular “slack” variant alongside the
existing user_profile triggers, keeping the routing behavior aligned with the
seeded data.
tests/llm/test_promotion.py-193-209 (1)

193-209: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

This test never reaches the PROMOTION.ENABLED branch.

Because _get_document returns None, process_promotion() exits before the off-switch decision runs. The assertion will still pass even if the disabled path regresses and starts calling the LLM again. Stub a real document plus the embedding/related-lookups just far enough to reach the if settings.PROMOTION.ENABLED check.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/llm/test_promotion.py` around lines 193 - 209, The
`test_process_promotion` case is not exercising the `settings.PROMOTION.ENABLED`
off-switch because `process_promotion()` returns early when `_get_document`
yields no document. Update the test setup around `promotion.process_promotion`
so it stubs a valid document and the minimal embedding/lookup calls needed to
reach the `if promotion.settings.PROMOTION.ENABLED` branch, then keep asserting
`honcho_llm_call` is not invoked when the flag is disabled.
tests/unit/verify_migration.py-49-53 (1)

49-53: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Refresh the inspector after the DROP TABLE block.

Line 49 reuses the inspector created before the rollback. Inspector caches schema metadata, so this check can still see the pre-drop table list and report a false rollback result.

Suggested fix
-tables_after = set(inspector.get_table_names())
+tables_after = set(inspect(engine).get_table_names())
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/unit/verify_migration.py` around lines 49 - 53, The rollback
verification in verify_migration.py is using a stale Inspector snapshot, so the
table existence check can be incorrect after the DROP TABLE block. Recreate or
refresh the inspector before calling get_table_names() in the rollback check,
and keep the comparison logic in the same verification flow so it reads the
post-drop schema state rather than the cached pre-drop metadata.
src/routers/GRAPH_MEMORY_README.md-243-247 (1)

243-247: 📐 Maintainability & Code Quality | 🟡 Minor | ⚡ Quick win

The compaction docs promise a field the API doesn't return.

compact_access_log() currently returns pruned_events, retention_policy, pre_compaction, post_compaction, health, and note; there is no retention-policy version in the payload. Either add that field to the report or drop the “Version-anchored” claim here.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/routers/GRAPH_MEMORY_README.md` around lines 243 - 247, The compaction
README in GRAPH_MEMORY_README overstates the API response by claiming the report
is “Version-anchored” even though compact_access_log() does not return a
retention-policy version. Update the documentation to match the actual payload,
or, if the version should be exposed, add that field to compact_access_log() and
its report shape so the documented claim is backed by the implementation.
docs/GRAPH_MEMORY_SETUP.md-43-48 (1)

43-48: 📐 Maintainability & Code Quality | 🟡 Minor | ⚡ Quick win

Make the setup steps portable.

/home/claw/honcho-selfhost, local/ngram-graph-memory, and fixed container names turn a “from scratch” guide into a one-workstation playbook. Use placeholders like <repo-root> / <branch> so these steps are reusable outside the author’s environment.

Also applies to: 235-247

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/GRAPH_MEMORY_SETUP.md` around lines 43 - 48, The setup guide is
hardcoded to the author’s workstation and branch, so update the clone/checkout
instructions in the setup section to use placeholders instead of fixed paths and
names. Edit the relevant steps in GRAPH_MEMORY_SETUP.md and replace values like
the repository directory and branch identifier with reusable placeholders such
as <repo-root> and <branch>, and apply the same portability cleanup to the later
setup steps referenced in the review so the document works in any environment.
docs/GRAPH_MEMORY_SETUP.md-197-206 (1)

197-206: 📐 Maintainability & Code Quality | 🟡 Minor | ⚡ Quick win

The promotion and embedding config examples drift from src/config.py.

PromotionSettings._MODEL_CONFIG_DEFAULT() now defaults to gpt-5.4-mini, and the live settings path is settings.EMBEDDING.VECTOR_DIMENSIONS. This table still documents qwen2.5:7b, and the troubleshooting command uses settings.EMBEDDING_MODEL.VECTOR_DIMENSIONS, which will fail if copied verbatim.

Also applies to: 409-413

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/GRAPH_MEMORY_SETUP.md` around lines 197 - 206, Update the docs examples
to match the current config symbols in src/config.py: the promotion table in
GRAPH_MEMORY_SETUP.md should use the current
PromotionSettings._MODEL_CONFIG_DEFAULT() value (gpt-5.4-mini) instead of
qwen2.5:7b, and any vector dimension references should use
settings.EMBEDDING.VECTOR_DIMENSIONS rather than
settings.EMBEDDING_MODEL.VECTOR_DIMENSIONS. Also scan the nearby
troubleshooting/config examples and align them with the same live setting names
so copy-paste instructions remain valid.
src/schemas/graph_memory.py-54-60 (1)

54-60: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Validate obs_id consistently on the other request models.

EdgeCreate already rejects non-nanoid observation IDs, but AccessLogEntryCreate.obs_id and ContextMemberAdd.obs_id currently accept any string. That pushes malformed IDs past the FastAPI boundary and turns a request-validation error into a later CRUD/DB failure. Reuse the same validator or a shared constrained type for every observation-ID field. As per coding guidelines, "Use Pydantic schemas for request/response validation in FastAPI routes."

Also applies to: 113-116

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/schemas/graph_memory.py` around lines 54 - 60,
`AccessLogEntryCreate.obs_id` and `ContextMemberAdd.obs_id` are not enforcing
the same nanoid validation as `EdgeCreate`, so malformed observation IDs slip
past request validation. Update the request schemas in `graph_memory.py` to
reuse the existing observation-id validator or a shared constrained type for all
`obs_id` fields, and make sure `AccessLogEntryCreate` and `ContextMemberAdd`
match `EdgeCreate`’s validation behavior.

Source: Coding guidelines

🧹 Nitpick comments (5)
src/routers/graph_memory.py (1)

493-507: 🎯 Functional Correctness | 🔵 Trivial | 🏗️ Heavy lift

Make pin quota persistent and idempotent.

_pin_counts increments on every pin request, never decrements on unpin, and resets per process. Re-pinning the same observation consumes quota repeatedly, while restarts/multiple workers bypass the limit.

Also applies to: 520-523

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/routers/graph_memory.py` around lines 493 - 507, The pin quota logic is
currently tied to the in-memory _pin_counts map, so it resets on restart,
diverges across workers, and charges quota again for repeat pins. Move quota
enforcement in the pin flow around pin_observation to a persistent source of
truth in the database, and make the operation idempotent by checking whether the
observation is already pinned before incrementing any quota. Update the
corresponding unpin path as well so quota is released or derived from persisted
pin state rather than process-local counts.
tests/test_recall_endpoint.py (1)

1-328: 📐 Maintainability & Code Quality | 🔵 Trivial | ⚡ Quick win

Consolidate this duplicate recall suite.

This file overlaps heavily with tests/graph_memory/test_recall.py and will force the same recall behavior to be updated in two places. Prefer one canonical suite under tests/graph_memory/; move the extra scenarios from this file there, then remove the root copy.

As per coding guidelines, tests/**/*.py: "mirror src/ structure in tests/".

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/test_recall_endpoint.py` around lines 1 - 328, This recall test module
duplicates the canonical suite already under tests/graph_memory and violates the
tests mirror-src structure, so consolidate to one location. Move any unique
scenarios from test_recall_endpoint.py into tests/graph_memory/test_recall.py,
then delete this duplicate root-level copy and keep the shared helpers and
assertions in the canonical recall test module.

Source: Coding guidelines

tests/test_graph_crud.py (1)

1-368: 📐 Maintainability & Code Quality | 🔵 Trivial | ⚡ Quick win

Consolidate this duplicate CRUD suite.

This module largely duplicates tests/graph_memory/test_crud.py, so both files will execute the same endpoint/DB cases and drift independently. The extra ContextIndex assertion here should be moved into the package-local suite, then this copy can be removed.

As per coding guidelines, tests/**/*.py: "mirror src/ structure in tests/".

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/test_graph_crud.py` around lines 1 - 368, This test module duplicates
the package-local graph-memory CRUD suite in tests/graph_memory/test_crud.py, so
the fix is to remove this copy and keep the cases in the mirrored package-local
location instead. Move the unique ContextIndex assertion from
test_context_creation_and_member_management into the existing graph-memory CRUD
suite so coverage remains there, and ensure all endpoint coverage stays under
the tests/graph_memory/ structure. Use the existing test names like
test_create_edge, test_verify_observation, and test_rehydrate_cold_observation
to locate the duplicated cases.

Source: Coding guidelines

tests/unit/verify_reapply.py (1)

1-18: 📐 Maintainability & Code Quality | 🔵 Trivial | ⚡ Quick win

Move this manual checker out of tests/ or convert it to pytest.

This reads like an operator verification script, so keeping it under tests/ makes it easy to assume CI covers it when pytest will not. As per coding guidelines, "tests/**/*.py: Use pytest for testing with fixtures defined in tests/conftest.py; mirror src/ structure in tests/".

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/unit/verify_reapply.py` around lines 1 - 18, This is an operator-style
verification script, not a pytest test, so it should not live under tests/. Move
the verification logic from verify_reapply.py into an appropriate non-test
location (or convert it into a real pytest test that follows the
tests/conftest.py fixture pattern), and keep the behavior tied to the existing
engine/inspector/alembic_version checks so its intent is clear.

Source: Coding guidelines

tests/unit/validate_phase1.py (1)

1-197: 📐 Maintainability & Code Quality | 🔵 Trivial | ⚡ Quick win

Convert this ad-hoc checker into pytest coverage or move it out of tests/.

Because this file lives under tests/ but is not pytest-collectable, it will not run with the rest of the suite. It also re-declares the graph-memory constants and formulas locally instead of importing the source-of-truth values, so the script can drift while still reporting green. As per coding guidelines, "tests/**/*.py: Use pytest for testing with fixtures defined in tests/conftest.py; mirror src/ structure in tests/".

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/unit/validate_phase1.py` around lines 1 - 197, This ad-hoc validation
script under tests/ is not pytest-collectable and duplicates graph-memory
constants/formulas instead of using source-of-truth code. Move the checks into
proper pytest tests (mirroring src/ with fixtures in tests/conftest.py) or
relocate the script out of tests/, and import the real
schema/functions/constants from src.schemas.graph_memory rather than hardcoding
them in validate_phase1.py.

Source: Coding guidelines


ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: fb87b554-9946-4ff0-875a-9db33733fbc8

📥 Commits

Reviewing files that changed from the base of the PR and between eb386c3 and 21e2f55.

📒 Files selected for processing (39)
  • config.toml.example
  • docs/GRAPH_MEMORY_SETUP.md
  • migrations/versions/2a3b4c5d6e7f_add_graph_memory_tables.py
  • migrations/versions/3b4c5d6e7f8a_add_documents_cold_table.py
  • src/config.py
  • src/crud/graph_memory.py
  • src/deriver/compaction_scheduler.py
  • src/deriver/consumer.py
  • src/deriver/promotion.py
  • src/deriver/promotion_scheduler.py
  • src/deriver/queue_manager.py
  • src/main.py
  • src/models.py
  • src/routers/GRAPH_MEMORY_README.md
  • src/routers/graph_memory.py
  • src/schemas/graph_memory.py
  • src/telemetry/events/llm.py
  • src/utils/queue_payload.py
  • src/utils/types.py
  • src/utils/work_unit.py
  • tests/conftest.py
  • tests/e2e/test_all_scenarios.py
  • tests/e2e/test_graph_memory.py
  • tests/fixtures/graph_memory_fixtures.py
  • tests/graph_memory/conftest.py
  • tests/graph_memory/test_crud.py
  • tests/graph_memory/test_recall.py
  • tests/llm/test_promotion.py
  • tests/test_graph_crud.py
  • tests/test_promotion_scheduler.py
  • tests/test_promotion_worker.py
  • tests/test_recall_endpoint.py
  • tests/unit/test_graph_memory_crud.py
  • tests/unit/test_graph_memory_schemas.py
  • tests/unit/validate_phase1.py
  • tests/unit/validate_phase2.py
  • tests/unit/validate_phase4.py
  • tests/unit/verify_migration.py
  • tests/unit/verify_reapply.py

Comment thread src/crud/graph_memory.py
Comment on lines +743 to +751
# Step 3: Delete from active tables (edges cascade via FK)
await db.execute(
sa_delete(models.Document).where(models.Document.id == doc.id)
)

# Step 4: Log evict event
await create_access_log_entry(
db, workspace_name, doc.collection_name, doc.id, "evict", "system"
)

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🗄️ Data Integrity & Integration | 🔴 Critical | ⚡ Quick win

Don’t insert an access-log row after deleting its document.

AccessLogEntry.obs_id references active documents.id; after Line 745 deletes the document, Line 749 attempts to insert an evict event for a missing FK target. Since document deletion cascades access logs, persist the eviction marker in the cold snapshot instead of the active log.

Proposed fix
         edge_snapshot = await _snapshot_edges(db, doc.id, workspace_name)
         log_snapshot = await _snapshot_access_log(db, doc.id, workspace_name)
+        log_snapshot.append(
+            {
+                "event_type": "evict",
+                "created_by": "system",
+                "created_at": now.isoformat(),
+            }
+        )
 ...
-        # Step 4: Log evict event
-        await create_access_log_entry(
-            db, workspace_name, doc.collection_name, doc.id, "evict", "system"
-        )
-        
         evicted.append(doc.id)
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
# Step 3: Delete from active tables (edges cascade via FK)
await db.execute(
sa_delete(models.Document).where(models.Document.id == doc.id)
)
# Step 4: Log evict event
await create_access_log_entry(
db, workspace_name, doc.collection_name, doc.id, "evict", "system"
)
log_snapshot.append(
{
"event_type": "evict",
"created_by": "system",
"created_at": now.isoformat(),
}
)
# Step 3: Delete from active tables (edges cascade via FK)
await db.execute(
sa_delete(models.Document).where(models.Document.id == doc.id)
)
evicted.append(doc.id)
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/crud/graph_memory.py` around lines 743 - 751, The eviction path in
graph_memory.py is writing an access log after the Document has already been
deleted, which breaks the active AccessLogEntry.obs_id foreign key. In the
eviction flow around the delete in the document cleanup logic, stop calling
create_access_log_entry after the active document removal; instead, record the
evict marker in the cold snapshot/preserved history path that survives document
deletion, using the existing eviction cleanup logic and the Document/access-log
helpers as the place to update.

Comment thread src/models.py
Comment on lines +530 to +539
workspace_name: Mapped[str] = mapped_column(
ForeignKey("workspaces.name"), nullable=False, index=True
)
collection_name: Mapped[str] = mapped_column(TEXT, nullable=False)
source_obs_id: Mapped[str] = mapped_column(
ForeignKey("documents.id", ondelete="CASCADE"), nullable=False
)
target_obs_id: Mapped[str] = mapped_column(
ForeignKey("documents.id", ondelete="CASCADE"), nullable=False
)

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🔒 Security & Privacy | 🔴 Critical | 🏗️ Heavy lift

Tenant-scope the observation foreign keys.

source_obs_id, target_obs_id, and obs_id currently point at documents.id only. Because recall later joins documents by ID without reapplying the workspace filter, a workspace-scoped graph row can reference a document from another workspace and surface that foreign content during recall. Promote these to composite (workspace_name, id) relationships, and add a d.workspace_name = :ws guard in recall as defense in depth. As per coding guidelines, "Use composite foreign keys for multi-tenant relationships in database models."

Also applies to: 577-581, 610-616

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/models.py` around lines 530 - 539, The observation references in the
model are still tenant-agnostic: update the `source_obs_id`, `target_obs_id`,
and `obs_id` relationships in `src/models.py` to use composite `(workspace_name,
id)` foreign keys instead of pointing only at `documents.id`. Also update the
recall query logic that joins `documents` so it uses the workspace filter
defensively (add the `d.workspace_name = :ws` guard) and verify the affected
graph/recall model definitions around `obs_id` use the same composite
tenant-scoped pattern.

Source: Coding guidelines

Comment on lines +189 to +195
anchor_result = await db.execute(
select(models.Document.id).where(
models.Document.workspace_name == workspace_id,
models.Document.deleted_at.is_(None),
).limit(5)
)
anchors = [row[0] for row in anchor_result.fetchall()]

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🩺 Stability & Availability | 🔴 Critical | ⚡ Quick win

Fix the undefined db reference in recall.

recall_endpoint() injects session, but every DB call in this block uses db. The endpoint will raise NameError before returning recall results.

Proposed fix
-    anchor_result = await db.execute(
+    anchor_result = await session.execute(
 ...
-    cte_result = await db.execute(cte_query, {
+    cte_result = await session.execute(cte_query, {
 ...
-        activation = await compute_activation(db, obs_id, workspace_id, now)
-        confidence = await compute_confidence(db, obs_id, workspace_id, now)
+        activation = await compute_activation(session, obs_id, workspace_id, now)
+        confidence = await compute_confidence(session, obs_id, workspace_id, now)
 ...
-        due, _ = await is_verify_due(db, obs_id, workspace_id, is_pinned, cadence, now)
+        due, _ = await is_verify_due(session, obs_id, workspace_id, is_pinned, cadence, now)
 ...
-            db, workspace_id, body.collection_name, r["obs_id"],
+            session, workspace_id, body.collection_name, r["obs_id"],

Also applies to: 236-241, 252-263, 280-284

🧰 Tools
🪛 Ruff (0.15.18)

[error] 189-189: Undefined name db

(F821)

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/routers/graph_memory.py` around lines 189 - 195, The recall flow in
recall_endpoint() is using an undefined db reference even though the endpoint
receives session, so update this block and the other affected queries to use the
injected session consistently for execute/fetchall calls. Locate the
recall_endpoint() DB access around anchor lookup and the later recall-related
query blocks, and replace db with session everywhere in this path so the
endpoint can return results without NameError.

Source: Linters/SAST tools

Comment on lines +36 to +45
# Verify migration rollback
print("\n--- Testing rollback ---")
with engine.begin() as conn:
conn.execute(text("DELETE FROM alembic_version WHERE version_num = '2a3b4c5d6e7f'"))
conn.execute(text("INSERT INTO alembic_version (version_num) VALUES ('e4eba9cfaa6f')"))

# Drop tables in reverse order
with engine.begin() as conn:
for table in ["thread_binding_registry", "context_index", "access_log", "edges"]:
conn.execute(text(f"DROP TABLE IF EXISTS {table} CASCADE"))

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🗄️ Data Integrity & Integration | 🔴 Critical | ⚡ Quick win

Guard the destructive rollback behind an explicit opt-in.

This block rewrites alembic_version and drops tables against whatever DB_CONNECTION_URI resolves to. A mispointed env var turns this verification helper into real data loss. Require an explicit confirmation flag before executing the rollback path.

Suggested guard
-engine = create_engine(os.environ.get("DB_CONNECTION_URI", "postgresql+psycopg://postgres:postgres@database:5432/honcho"))
+db_url = os.environ.get(
+    "DB_CONNECTION_URI",
+    "postgresql+psycopg://postgres:postgres@database:5432/honcho",
+)
+if os.environ.get("ALLOW_DESTRUCTIVE_MIGRATION_VERIFY") != "1":
+    raise RuntimeError(
+        "Refusing to run destructive migration verification without "
+        "ALLOW_DESTRUCTIVE_MIGRATION_VERIFY=1"
+    )
+
+engine = create_engine(db_url)
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/unit/verify_migration.py` around lines 36 - 45, Guard the destructive
rollback in verify_migration.py behind an explicit opt-in flag before touching
the database. Update the rollback block in the verification helper so the
alembic_version rewrite and DROP TABLE loop only run when a clearly named
confirmation condition is set, using the existing engine.begin() rollback logic
and table-drop sequence as the gated section. Keep the migration check behavior
intact otherwise, and fail fast with a clear message when the opt-in is not
provided.

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