diff --git a/packages/db/src/migrations/0057_misty_riptide.sql b/packages/db/src/migrations/0057_misty_riptide.sql new file mode 100644 index 00000000000..6ddc50e6cb9 --- /dev/null +++ b/packages/db/src/migrations/0057_misty_riptide.sql @@ -0,0 +1,60 @@ +ALTER TABLE "memory_local_records" ADD COLUMN "scope_type" text DEFAULT 'org' NOT NULL;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "scope_id" text;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "scope_workspace_id" text;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "scope_team_id" text;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "owner_type" text;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "owner_id" text;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "created_by_actor_type" text;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "created_by_actor_id" text;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "sensitivity_label" text DEFAULT 'internal' NOT NULL;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "retention_policy" jsonb;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "expires_at" timestamp with time zone;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "retention_state" text DEFAULT 'active' NOT NULL;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "citation_json" jsonb;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "supersedes_record_id" uuid;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "superseded_by_record_id" uuid;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "revoked_at" timestamp with time zone;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "revoked_by_actor_type" text;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "revoked_by_actor_id" text;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "revocation_reason" text;--> statement-breakpoint +ALTER TABLE "memory_operations" ADD COLUMN "scope_type" text;--> statement-breakpoint +ALTER TABLE "memory_operations" ADD COLUMN "scope_id" text;--> statement-breakpoint +ALTER TABLE "memory_operations" ADD COLUMN "scope_workspace_id" text;--> statement-breakpoint +ALTER TABLE "memory_operations" ADD COLUMN "scope_team_id" text;--> statement-breakpoint +ALTER TABLE "memory_operations" ADD COLUMN "max_sensitivity_label" text;--> statement-breakpoint +ALTER TABLE "memory_operations" ADD COLUMN "policy_decision_json" jsonb;--> statement-breakpoint +ALTER TABLE "memory_operations" ADD COLUMN "revocation_selector_json" jsonb;--> statement-breakpoint +ALTER TABLE "memory_operations" ADD COLUMN "retention_action_json" jsonb;--> statement-breakpoint +UPDATE "memory_local_records" +SET + "scope_type" = CASE + WHEN "scope_run_id" IS NOT NULL THEN 'run' + WHEN "scope_agent_id" IS NOT NULL THEN 'agent' + WHEN "scope_project_id" IS NOT NULL THEN 'project' + ELSE 'org' + END, + "scope_id" = COALESCE("scope_run_id"::text, "scope_agent_id"::text, "scope_project_id"::text, "company_id"::text), + "retention_state" = CASE WHEN "deleted_at" IS NOT NULL THEN 'revoked' ELSE 'active' END, + "revoked_at" = CASE WHEN "deleted_at" IS NOT NULL THEN "deleted_at" ELSE NULL END, + "revocation_reason" = CASE WHEN "deleted_at" IS NOT NULL THEN 'Record was forgotten before governed memory migration' ELSE NULL END;--> statement-breakpoint +UPDATE "memory_local_records" AS "record" +SET + "owner_type" = "operation"."actor_type", + "owner_id" = "operation"."actor_id", + "created_by_actor_type" = "operation"."actor_type", + "created_by_actor_id" = "operation"."actor_id" +FROM "memory_operations" AS "operation" +WHERE "record"."created_by_operation_id" = "operation"."id";--> statement-breakpoint +UPDATE "memory_operations" +SET + "scope_type" = CASE + WHEN "scope_run_id" IS NOT NULL THEN 'run' + WHEN "scope_agent_id" IS NOT NULL THEN 'agent' + WHEN "scope_project_id" IS NOT NULL THEN 'project' + ELSE 'org' + END, + "scope_id" = COALESCE("scope_run_id"::text, "scope_agent_id"::text, "scope_project_id"::text, "company_id"::text);--> statement-breakpoint +CREATE INDEX "memory_local_records_company_scope_created_idx" ON "memory_local_records" USING btree ("company_id","scope_type","scope_id","created_at");--> statement-breakpoint +CREATE INDEX "memory_local_records_company_sensitivity_created_idx" ON "memory_local_records" USING btree ("company_id","sensitivity_label","created_at");--> statement-breakpoint +CREATE INDEX "memory_local_records_company_retention_created_idx" ON "memory_local_records" USING btree ("company_id","retention_state","expires_at","created_at");--> statement-breakpoint +CREATE INDEX "memory_operations_company_scope_occurred_idx" ON "memory_operations" USING btree ("company_id","scope_type","scope_id","occurred_at"); diff --git a/packages/db/src/migrations/meta/0057_snapshot.json b/packages/db/src/migrations/meta/0057_snapshot.json new file mode 100644 index 00000000000..8736bce8b19 --- /dev/null +++ b/packages/db/src/migrations/meta/0057_snapshot.json @@ -0,0 +1,14865 @@ +{ + "id": "f45142dd-f5b6-4f35-a507-4bda4efa767c", + "prevId": "8e7ecaaf-89a3-403d-ae01-dcca5f4f6449", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.activity_log": { + "name": "activity_log", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "company_id": { + "name": "company_id", + "type": "uuid", + "primaryKey": false, + "notNull": true + }, + "actor_type": { + "name": "actor_type", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'system'" + }, + "actor_id": { + "name": "actor_id", + "type": "text", + "primaryKey": false, + 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"workspace_runtime_services_company_updated_idx", + "columns": [ + { + "expression": "company_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "updated_at", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "workspace_runtime_services_company_id_companies_id_fk": { + "name": "workspace_runtime_services_company_id_companies_id_fk", + "tableFrom": "workspace_runtime_services", + "tableTo": "companies", + "columnsFrom": [ + "company_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + }, + "workspace_runtime_services_project_id_projects_id_fk": { + "name": "workspace_runtime_services_project_id_projects_id_fk", + "tableFrom": "workspace_runtime_services", + "tableTo": "projects", + "columnsFrom": [ + "project_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "set null", + "onUpdate": "no action" + }, + "workspace_runtime_services_project_workspace_id_project_workspaces_id_fk": { + "name": "workspace_runtime_services_project_workspace_id_project_workspaces_id_fk", + "tableFrom": "workspace_runtime_services", + "tableTo": "project_workspaces", + "columnsFrom": [ + "project_workspace_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "set null", + "onUpdate": "no action" + }, + "workspace_runtime_services_execution_workspace_id_execution_workspaces_id_fk": { + "name": "workspace_runtime_services_execution_workspace_id_execution_workspaces_id_fk", + "tableFrom": "workspace_runtime_services", + "tableTo": "execution_workspaces", + "columnsFrom": [ + "execution_workspace_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "set null", + "onUpdate": "no action" + }, + "workspace_runtime_services_issue_id_issues_id_fk": { + "name": "workspace_runtime_services_issue_id_issues_id_fk", + "tableFrom": "workspace_runtime_services", + "tableTo": "issues", + "columnsFrom": [ + "issue_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "set null", + "onUpdate": "no action" + }, + "workspace_runtime_services_owner_agent_id_agents_id_fk": { + "name": "workspace_runtime_services_owner_agent_id_agents_id_fk", + "tableFrom": "workspace_runtime_services", + "tableTo": "agents", + "columnsFrom": [ + "owner_agent_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "set null", + "onUpdate": "no action" + }, + "workspace_runtime_services_started_by_run_id_heartbeat_runs_id_fk": { + "name": "workspace_runtime_services_started_by_run_id_heartbeat_runs_id_fk", + "tableFrom": "workspace_runtime_services", + "tableTo": "heartbeat_runs", + "columnsFrom": [ + "started_by_run_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "set null", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": {}, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} \ No newline at end of file diff --git a/packages/db/src/migrations/meta/_journal.json b/packages/db/src/migrations/meta/_journal.json index da80f669e5d..1aa10aabbb5 100644 --- a/packages/db/src/migrations/meta/_journal.json +++ b/packages/db/src/migrations/meta/_journal.json @@ -400,6 +400,13 @@ "when": 1775925298474, "tag": "0056_oval_gauntlet", "breakpoints": true + }, + { + "idx": 57, + "version": "7", + "when": 1776377673907, + "tag": "0057_misty_riptide", + "breakpoints": true } ] } \ No newline at end of file diff --git a/packages/db/src/schema/memory_local_records.ts b/packages/db/src/schema/memory_local_records.ts index c5368b1d260..9d093b32785 100644 --- a/packages/db/src/schema/memory_local_records.ts +++ b/packages/db/src/schema/memory_local_records.ts @@ -7,7 +7,13 @@ import { issues } from "./issues.js"; import { heartbeatRuns } from "./heartbeat_runs.js"; import { memoryBindings } from "./memory_bindings.js"; import { memoryOperations } from "./memory_operations.js"; -import type { MemorySourceKind } from "@paperclipai/shared"; +import type { + MemoryPrincipalType, + MemoryRetentionState, + MemoryScopeType, + MemorySensitivityLabel, + MemorySourceKind, +} from "@paperclipai/shared"; export const memoryLocalRecords = pgTable( "memory_local_records", @@ -21,6 +27,10 @@ export const memoryLocalRecords = pgTable( scopeIssueId: uuid("scope_issue_id").references(() => issues.id), scopeRunId: uuid("scope_run_id").references(() => heartbeatRuns.id), scopeSubjectId: text("scope_subject_id"), + scopeType: text("scope_type").$type().notNull().default("org"), + scopeId: text("scope_id"), + scopeWorkspaceId: text("scope_workspace_id"), + scopeTeamId: text("scope_team_id"), sourceKind: text("source_kind").$type(), sourceIssueId: uuid("source_issue_id").references(() => issues.id), sourceCommentId: uuid("source_comment_id"), @@ -32,6 +42,21 @@ export const memoryLocalRecords = pgTable( content: text("content").notNull(), summary: text("summary"), metadata: jsonb("metadata").$type>().notNull().default({}), + ownerType: text("owner_type").$type(), + ownerId: text("owner_id"), + createdByActorType: text("created_by_actor_type").$type(), + createdByActorId: text("created_by_actor_id"), + sensitivityLabel: text("sensitivity_label").$type().notNull().default("internal"), + retentionPolicy: jsonb("retention_policy").$type | null>(), + expiresAt: timestamp("expires_at", { withTimezone: true }), + retentionState: text("retention_state").$type().notNull().default("active"), + citationJson: jsonb("citation_json").$type | null>(), + supersedesRecordId: uuid("supersedes_record_id"), + supersededByRecordId: uuid("superseded_by_record_id"), + revokedAt: timestamp("revoked_at", { withTimezone: true }), + revokedByActorType: text("revoked_by_actor_type").$type(), + revokedByActorId: text("revoked_by_actor_id"), + revocationReason: text("revocation_reason"), createdByOperationId: uuid("created_by_operation_id").references(() => memoryOperations.id, { onDelete: "set null" }), deletedAt: timestamp("deleted_at", { withTimezone: true }), createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(), @@ -53,6 +78,23 @@ export const memoryLocalRecords = pgTable( table.scopeIssueId, table.createdAt, ), + companyScopeCreatedIdx: index("memory_local_records_company_scope_created_idx").on( + table.companyId, + table.scopeType, + table.scopeId, + table.createdAt, + ), + companySensitivityCreatedIdx: index("memory_local_records_company_sensitivity_created_idx").on( + table.companyId, + table.sensitivityLabel, + table.createdAt, + ), + companyRetentionCreatedIdx: index("memory_local_records_company_retention_created_idx").on( + table.companyId, + table.retentionState, + table.expiresAt, + table.createdAt, + ), contentSearchIdx: index("memory_local_records_fts_idx").using( "gin", sql`to_tsvector('english', coalesce(${table.title}, '') || ' ' || ${table.content})`, diff --git a/packages/db/src/schema/memory_operations.ts b/packages/db/src/schema/memory_operations.ts index 24e417d3e71..ed5e5cd8869 100644 --- a/packages/db/src/schema/memory_operations.ts +++ b/packages/db/src/schema/memory_operations.ts @@ -13,6 +13,8 @@ import type { MemoryHookKind, MemoryOperationStatus, MemoryOperationType, + MemoryScopeType, + MemorySensitivityLabel, MemorySourceKind, MemoryTriggerKind, } from "@paperclipai/shared"; @@ -37,6 +39,11 @@ export const memoryOperations = pgTable( scopeIssueId: uuid("scope_issue_id").references(() => issues.id), scopeRunId: uuid("scope_run_id").references(() => heartbeatRuns.id), scopeSubjectId: text("scope_subject_id"), + scopeType: text("scope_type").$type(), + scopeId: text("scope_id"), + scopeWorkspaceId: text("scope_workspace_id"), + scopeTeamId: text("scope_team_id"), + maxSensitivityLabel: text("max_sensitivity_label").$type(), sourceKind: text("source_kind").$type(), sourceIssueId: uuid("source_issue_id").references(() => issues.id), sourceCommentId: uuid("source_comment_id").references(() => issueComments.id), @@ -48,6 +55,9 @@ export const memoryOperations = pgTable( recordCount: integer("record_count").notNull().default(0), requestJson: jsonb("request_json").$type | null>(), resultJson: jsonb("result_json").$type | null>(), + policyDecisionJson: jsonb("policy_decision_json").$type | null>(), + revocationSelectorJson: jsonb("revocation_selector_json").$type | null>(), + retentionActionJson: jsonb("retention_action_json").$type | null>(), usageJson: jsonb("usage_json").$type>>().notNull().default([]), error: text("error"), costEventId: uuid("cost_event_id").references(() => costEvents.id), @@ -72,5 +82,11 @@ export const memoryOperations = pgTable( table.scopeRunId, table.occurredAt, ), + companyScopeOccurredIdx: index("memory_operations_company_scope_occurred_idx").on( + table.companyId, + table.scopeType, + table.scopeId, + table.occurredAt, + ), }), ); diff --git a/packages/shared/src/constants.ts b/packages/shared/src/constants.ts index 908c20c76d2..a4ac6997751 100644 --- a/packages/shared/src/constants.ts +++ b/packages/shared/src/constants.ts @@ -393,7 +393,17 @@ export type MemoryBindingTargetType = (typeof MEMORY_BINDING_TARGET_TYPES)[numbe export const MEMORY_PROVIDER_KINDS = ["builtin", "plugin"] as const; export type MemoryProviderKind = (typeof MEMORY_PROVIDER_KINDS)[number]; -export const MEMORY_OPERATION_TYPES = ["query", "capture", "upsert", "list", "get", "forget"] as const; +export const MEMORY_OPERATION_TYPES = [ + "query", + "capture", + "upsert", + "list", + "get", + "forget", + "revoke", + "correct", + "retention_sweep", +] as const; export type MemoryOperationType = (typeof MEMORY_OPERATION_TYPES)[number]; export const MEMORY_OPERATION_STATUSES = ["succeeded", "failed"] as const; @@ -430,6 +440,18 @@ export const MEMORY_EXTRACTION_JOB_STATUSES = [ ] as const; export type MemoryExtractionJobStatus = (typeof MEMORY_EXTRACTION_JOB_STATUSES)[number]; +export const MEMORY_SCOPE_TYPES = ["run", "agent", "workspace", "project", "team", "org"] as const; +export type MemoryScopeType = (typeof MEMORY_SCOPE_TYPES)[number]; + +export const MEMORY_PRINCIPAL_TYPES = ["agent", "user", "system", "team", "org"] as const; +export type MemoryPrincipalType = (typeof MEMORY_PRINCIPAL_TYPES)[number]; + +export const MEMORY_SENSITIVITY_LABELS = ["public", "internal", "confidential", "restricted"] as const; +export type MemorySensitivityLabel = (typeof MEMORY_SENSITIVITY_LABELS)[number]; + +export const MEMORY_RETENTION_STATES = ["active", "expired", "revoked"] as const; +export type MemoryRetentionState = (typeof MEMORY_RETENTION_STATES)[number]; + // --------------------------------------------------------------------------- // Plugin System — see doc/plugins/PLUGIN_SPEC.md for the full specification // --------------------------------------------------------------------------- diff --git a/packages/shared/src/index.ts b/packages/shared/src/index.ts index 27a07985c40..2b974e67cdc 100644 --- a/packages/shared/src/index.ts +++ b/packages/shared/src/index.ts @@ -68,6 +68,10 @@ export { MEMORY_HOOK_KINDS, MEMORY_SOURCE_KINDS, MEMORY_EXTRACTION_JOB_STATUSES, + MEMORY_SCOPE_TYPES, + MEMORY_PRINCIPAL_TYPES, + MEMORY_SENSITIVITY_LABELS, + MEMORY_RETENTION_STATES, PLUGIN_API_VERSION, PLUGIN_STATUSES, PLUGIN_CATEGORIES, @@ -149,6 +153,10 @@ export { type MemoryHookKind, type MemorySourceKind, type MemoryExtractionJobStatus, + type MemoryScopeType, + type MemoryPrincipalType, + type MemorySensitivityLabel, + type MemoryRetentionState, type PluginStatus, type PluginCategory, type PluginCapability, @@ -290,6 +298,9 @@ export type { MemoryProviderCapabilities, MemoryProviderDescriptor, MemoryUsage, + MemoryGovernedScope, + MemoryPrincipalRef, + MemoryCitation, MemoryScope, MemorySourceRef, MemoryBinding, @@ -302,6 +313,10 @@ export type { MemoryQueryResult, MemoryCaptureResult, MemoryForgetResult, + MemoryRevokeSelector, + MemoryRevokeResult, + MemoryCorrectResult, + MemoryRetentionSweepResult, MemoryProviderQueryInput, MemoryProviderQueryOutput, MemoryProviderCaptureInput, @@ -579,6 +594,9 @@ export { createCostEventSchema, createFinanceEventSchema, updateBudgetSchema, + memoryGovernedScopeSchema, + memoryPrincipalRefSchema, + memoryCitationSchema, memoryScopeSchema, memorySourceRefSchema, memoryProviderCapabilitiesSchema, @@ -589,6 +607,9 @@ export { memoryQuerySchema, memoryCaptureSchema, memoryForgetSchema, + memoryRevokeSchema, + memoryCorrectSchema, + memoryRetentionSweepSchema, memoryListRecordsQuerySchema, memoryListOperationsQuerySchema, memoryListExtractionJobsQuerySchema, @@ -608,6 +629,9 @@ export { type CreateFinanceEvent, type UpdateBudget, type MemoryScopeInput, + type MemoryGovernedScopeInput, + type MemoryPrincipalRefInput, + type MemoryCitationInput, type MemorySourceRefInput, type CreateMemoryBinding, type UpdateMemoryBinding, @@ -616,6 +640,9 @@ export { type MemoryQuery, type MemoryCapture, type MemoryForget, + type MemoryRevoke, + type MemoryCorrect, + type MemoryRetentionSweep, type MemoryListRecordsQuery, type MemoryListOperationsQuery, type MemoryListExtractionJobsQuery, diff --git a/packages/shared/src/types/index.ts b/packages/shared/src/types/index.ts index 3daa2a78c33..03ac3a0a239 100644 --- a/packages/shared/src/types/index.ts +++ b/packages/shared/src/types/index.ts @@ -123,6 +123,9 @@ export type { MemoryProviderCapabilities, MemoryProviderDescriptor, MemoryUsage, + MemoryGovernedScope, + MemoryPrincipalRef, + MemoryCitation, MemoryScope, MemorySourceRef, MemoryBinding, @@ -135,6 +138,10 @@ export type { MemoryQueryResult, MemoryCaptureResult, MemoryForgetResult, + MemoryRevokeSelector, + MemoryRevokeResult, + MemoryCorrectResult, + MemoryRetentionSweepResult, MemoryProviderQueryInput, MemoryProviderQueryOutput, MemoryProviderCaptureInput, diff --git a/packages/shared/src/types/memory.ts b/packages/shared/src/types/memory.ts index 11836749adb..ebc000b3cfb 100644 --- a/packages/shared/src/types/memory.ts +++ b/packages/shared/src/types/memory.ts @@ -4,7 +4,11 @@ import type { MemoryHookKind, MemoryOperationStatus, MemoryOperationType, + MemoryPrincipalType, MemoryProviderKind, + MemoryRetentionState, + MemoryScopeType, + MemorySensitivityLabel, MemorySourceKind, MemoryTriggerKind, } from "../constants.js"; @@ -37,12 +41,37 @@ export interface MemoryUsage { details: Record | null; } +export interface MemoryGovernedScope { + type: MemoryScopeType; + id?: string | null; +} + +export interface MemoryPrincipalRef { + type: MemoryPrincipalType; + id: string; +} + +export interface MemoryCitation { + label?: string | null; + url?: string | null; + excerpt?: string | null; + sourceTitle?: string | null; + sourcePath?: string | null; + metadata?: Record | null; +} + export interface MemoryScope { + scopeType?: MemoryScopeType | null; + scopeId?: string | null; agentId?: string | null; + workspaceId?: string | null; projectId?: string | null; issueId?: string | null; runId?: string | null; + teamId?: string | null; subjectId?: string | null; + allowedScopes?: MemoryGovernedScope[] | null; + maxSensitivityLabel?: MemorySensitivityLabel | null; } export interface MemorySourceRef { @@ -96,6 +125,20 @@ export interface MemoryRecord { providerKey: string; scope: MemoryScope; source: MemorySourceRef | null; + scopeType: MemoryScopeType; + scopeId: string | null; + owner: MemoryPrincipalRef | null; + createdBy: MemoryPrincipalRef | null; + sensitivityLabel: MemorySensitivityLabel; + retentionPolicy: Record | null; + expiresAt: Date | null; + retentionState: MemoryRetentionState; + citation: MemoryCitation | null; + supersedesRecordId: string | null; + supersededByRecordId: string | null; + revokedAt: Date | null; + revokedBy: MemoryPrincipalRef | null; + revocationReason: string | null; title: string | null; content: string; summary: string | null; @@ -125,6 +168,9 @@ export interface MemoryOperation { recordCount: number; requestJson: Record | null; resultJson: Record | null; + policyDecision: Record | null; + revocationSelector: Record | null; + retentionAction: Record | null; usage: MemoryUsage[]; error: string | null; costEventId: string | null; @@ -186,6 +232,14 @@ export interface MemoryProviderCaptureInput { binding: MemoryBinding; scope: MemoryScope; source: MemorySourceRef; + scopeType?: MemoryScopeType | null; + scopeId?: string | null; + owner?: MemoryPrincipalRef | null; + createdBy?: MemoryPrincipalRef | null; + sensitivityLabel?: MemorySensitivityLabel; + retentionPolicy?: Record | null; + expiresAt?: string | Date | null; + citation?: MemoryCitation | null; title?: string | null; content: string; summary?: string | null; @@ -209,3 +263,32 @@ export interface MemoryProviderForgetOutput { usage?: MemoryUsage[]; resultJson?: Record | null; } + +export interface MemoryRevokeSelector { + recordIds?: string[]; + source?: MemorySourceRef; + runId?: string; + issueId?: string; + agentId?: string; + workspaceId?: string; + projectId?: string; + teamId?: string; + scopeType?: MemoryScopeType; + scopeId?: string | null; +} + +export interface MemoryRevokeResult { + operations: MemoryOperation[]; + revokedRecordIds: string[]; +} + +export interface MemoryCorrectResult { + operation: MemoryOperation; + originalRecord: MemoryRecord; + correctedRecord: MemoryRecord; +} + +export interface MemoryRetentionSweepResult { + operations: MemoryOperation[]; + expiredRecordIds: string[]; +} diff --git a/packages/shared/src/validators/index.ts b/packages/shared/src/validators/index.ts index 9868ae9bcdf..1cfe8144bfa 100644 --- a/packages/shared/src/validators/index.ts +++ b/packages/shared/src/validators/index.ts @@ -235,6 +235,9 @@ export { } from "./cost.js"; export { + memoryGovernedScopeSchema, + memoryPrincipalRefSchema, + memoryCitationSchema, memoryScopeSchema, memorySourceRefSchema, memoryProviderCapabilitiesSchema, @@ -245,10 +248,16 @@ export { memoryQuerySchema, memoryCaptureSchema, memoryForgetSchema, + memoryRevokeSchema, + memoryCorrectSchema, + memoryRetentionSweepSchema, memoryListRecordsQuerySchema, memoryListOperationsQuerySchema, memoryListExtractionJobsQuerySchema, memoryBindingTargetTypeSchema, + type MemoryGovernedScopeInput, + type MemoryPrincipalRefInput, + type MemoryCitationInput, type MemoryScopeInput, type MemorySourceRefInput, type CreateMemoryBinding, @@ -258,6 +267,9 @@ export { type MemoryQuery, type MemoryCapture, type MemoryForget, + type MemoryRevoke, + type MemoryCorrect, + type MemoryRetentionSweep, type MemoryListRecordsQuery, type MemoryListOperationsQuery, type MemoryListExtractionJobsQuery, diff --git a/packages/shared/src/validators/memory.ts b/packages/shared/src/validators/memory.ts index 03c608bdf36..c060bfef2b3 100644 --- a/packages/shared/src/validators/memory.ts +++ b/packages/shared/src/validators/memory.ts @@ -4,16 +4,51 @@ import { MEMORY_HOOK_KINDS, MEMORY_OPERATION_STATUSES, MEMORY_OPERATION_TYPES, + MEMORY_PRINCIPAL_TYPES, + MEMORY_RETENTION_STATES, + MEMORY_SCOPE_TYPES, + MEMORY_SENSITIVITY_LABELS, MEMORY_SOURCE_KINDS, } from "../constants.js"; +export const memoryGovernedScopeSchema = z + .object({ + type: z.enum(MEMORY_SCOPE_TYPES), + id: z.string().trim().min(1).max(200).nullable().optional(), + }) + .strict(); + +export const memoryPrincipalRefSchema = z + .object({ + type: z.enum(MEMORY_PRINCIPAL_TYPES), + id: z.string().trim().min(1).max(200), + }) + .strict(); + +export const memoryCitationSchema = z + .object({ + label: z.string().trim().max(200).nullable().optional(), + url: z.string().trim().max(1000).nullable().optional(), + excerpt: z.string().trim().max(2000).nullable().optional(), + sourceTitle: z.string().trim().max(300).nullable().optional(), + sourcePath: z.string().trim().max(1000).nullable().optional(), + metadata: z.record(z.unknown()).nullable().optional(), + }) + .strict(); + export const memoryScopeSchema = z .object({ + scopeType: z.enum(MEMORY_SCOPE_TYPES).nullable().optional(), + scopeId: z.string().trim().min(1).max(200).nullable().optional(), agentId: z.string().uuid().nullable().optional(), + workspaceId: z.string().trim().min(1).max(200).nullable().optional(), projectId: z.string().uuid().nullable().optional(), issueId: z.string().uuid().nullable().optional(), runId: z.string().uuid().nullable().optional(), + teamId: z.string().trim().min(1).max(200).nullable().optional(), subjectId: z.string().trim().max(200).nullable().optional(), + allowedScopes: z.array(memoryGovernedScopeSchema).max(20).nullable().optional(), + maxSensitivityLabel: z.enum(MEMORY_SENSITIVITY_LABELS).nullable().optional(), }) .strict(); @@ -85,6 +120,13 @@ export const memoryCaptureSchema = z bindingKey: z.string().trim().min(1).max(64).optional(), scope: memoryScopeSchema.optional().default({}), source: memorySourceRefSchema, + scopeType: z.enum(MEMORY_SCOPE_TYPES).nullable().optional(), + scopeId: z.string().trim().min(1).max(200).nullable().optional(), + owner: memoryPrincipalRefSchema.nullable().optional(), + sensitivityLabel: z.enum(MEMORY_SENSITIVITY_LABELS).optional().default("internal"), + retentionPolicy: z.record(z.unknown()).nullable().optional(), + expiresAt: z.coerce.date().nullable().optional(), + citation: memoryCitationSchema.nullable().optional(), title: z.string().trim().max(200).nullable().optional(), content: z.string().trim().min(1).max(20000), summary: z.string().trim().max(2000).nullable().optional(), @@ -96,17 +138,73 @@ export const memoryForgetSchema = z .object({ recordIds: z.array(z.string().uuid()).min(1).max(100), scope: memoryScopeSchema.optional().default({}), + reason: z.string().trim().min(1).max(1000).optional(), + }) + .strict(); + +export const memoryRevokeSchema = z + .object({ + selector: z + .object({ + recordIds: z.array(z.string().uuid()).min(1).max(500).optional(), + source: memorySourceRefSchema.optional(), + runId: z.string().uuid().optional(), + issueId: z.string().uuid().optional(), + agentId: z.string().uuid().optional(), + workspaceId: z.string().trim().min(1).max(200).optional(), + projectId: z.string().uuid().optional(), + teamId: z.string().trim().min(1).max(200).optional(), + scopeType: z.enum(MEMORY_SCOPE_TYPES).optional(), + scopeId: z.string().trim().min(1).max(200).nullable().optional(), + }) + .strict(), + reason: z.string().trim().min(1).max(1000), + }) + .strict() + .refine((value) => Object.keys(value.selector).length > 0, "At least one revocation selector is required"); + +export const memoryCorrectSchema = z + .object({ + content: z.string().trim().min(1).max(20000), + summary: z.string().trim().max(2000).nullable().optional(), + title: z.string().trim().max(200).nullable().optional(), + reason: z.string().trim().min(1).max(1000), + sensitivityLabel: z.enum(MEMORY_SENSITIVITY_LABELS).optional(), + retentionPolicy: z.record(z.unknown()).nullable().optional(), + expiresAt: z.coerce.date().nullable().optional(), + citation: memoryCitationSchema.nullable().optional(), + }) + .strict(); + +export const memoryRetentionSweepSchema = z + .object({ + now: z.coerce.date().optional(), + bindingId: z.string().uuid().optional(), + limit: z.number().int().positive().max(1000).optional().default(500), }) .strict(); export const memoryListRecordsQuerySchema = z .object({ bindingId: z.string().uuid().optional(), + scopeType: z.enum(MEMORY_SCOPE_TYPES).optional(), + scopeId: z.string().trim().min(1).max(200).optional(), + ownerType: z.enum(MEMORY_PRINCIPAL_TYPES).optional(), + ownerId: z.string().trim().min(1).max(200).optional(), + sensitivityLabel: z.enum(MEMORY_SENSITIVITY_LABELS).optional(), + retentionState: z.enum(MEMORY_RETENTION_STATES).optional(), + expiresBefore: z.coerce.date().optional(), agentId: z.string().uuid().optional(), + workspaceId: z.string().trim().min(1).max(200).optional(), issueId: z.string().uuid().optional(), + projectId: z.string().uuid().optional(), + teamId: z.string().trim().min(1).max(200).optional(), runId: z.string().uuid().optional(), sourceKind: z.enum(MEMORY_SOURCE_KINDS).optional(), includeDeleted: z.coerce.boolean().optional().default(false), + includeRevoked: z.coerce.boolean().optional().default(false), + includeExpired: z.coerce.boolean().optional().default(false), + includeSuperseded: z.coerce.boolean().optional().default(false), limit: z.coerce.number().int().positive().max(200).optional().default(50), }) .strict(); @@ -134,6 +232,9 @@ export const memoryListExtractionJobsQuerySchema = z export const memoryBindingTargetTypeSchema = z.enum(MEMORY_BINDING_TARGET_TYPES); export type MemoryScopeInput = z.infer; +export type MemoryGovernedScopeInput = z.infer; +export type MemoryPrincipalRefInput = z.infer; +export type MemoryCitationInput = z.infer; export type MemorySourceRefInput = z.infer; export type CreateMemoryBinding = z.infer; export type UpdateMemoryBinding = z.infer; @@ -142,6 +243,9 @@ export type SetAgentMemoryBinding = z.infer; export type MemoryQuery = z.infer; export type MemoryCapture = z.infer; export type MemoryForget = z.infer; +export type MemoryRevoke = z.infer; +export type MemoryCorrect = z.infer; +export type MemoryRetentionSweep = z.infer; export type MemoryListRecordsQuery = z.infer; export type MemoryListOperationsQuery = z.infer; export type MemoryListExtractionJobsQuery = z.infer; diff --git a/server/src/__tests__/memory-routes.test.ts b/server/src/__tests__/memory-routes.test.ts index 7e347fb4088..d7715d0269c 100644 --- a/server/src/__tests__/memory-routes.test.ts +++ b/server/src/__tests__/memory-routes.test.ts @@ -21,6 +21,9 @@ const mockMemoryService = vi.hoisted(() => ({ query: vi.fn(), capture: vi.fn(), forget: vi.fn(), + revoke: vi.fn(), + correct: vi.fn(), + sweepRetention: vi.fn(), listRecords: vi.fn(), getRecord: vi.fn(), listOperations: vi.fn(), @@ -118,4 +121,85 @@ describe("memory routes", () => { expect(mockMemoryService.updateBinding).toHaveBeenCalledWith(bindingId, { enabled: false }); expect(mockLogActivity).toHaveBeenCalledOnce(); }); + + it("blocks scoped revocation for agent callers", async () => { + const app = createApp({ + type: "agent", + agentId: "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa", + companyId: companyA, + }); + + const res = await request(app) + .post(`/api/companies/${companyA}/memory/revoke`) + .send({ + selector: { recordIds: ["44444444-4444-4444-8444-444444444444"] }, + reason: "Stale memory", + }); + + expect(res.status).toBe(403); + expect(mockMemoryService.revoke).not.toHaveBeenCalled(); + }); + + it("routes board scoped revocation through memory service and activity log", async () => { + mockMemoryService.revoke.mockResolvedValue({ + operations: [], + revokedRecordIds: ["44444444-4444-4444-8444-444444444444"], + }); + const app = createApp({ + type: "board", + userId: "board-user", + source: "session", + companyIds: [companyA], + isInstanceAdmin: false, + }); + + const res = await request(app) + .post(`/api/companies/${companyA}/memory/revoke`) + .set("Origin", "http://localhost:3100") + .send({ + selector: { issueId: "55555555-5555-4555-8555-555555555555" }, + reason: "Issue memory should be revoked", + }); + + expect(res.status).toBe(200); + expect(mockMemoryService.revoke).toHaveBeenCalledWith( + companyA, + { + selector: { issueId: "55555555-5555-4555-8555-555555555555" }, + reason: "Issue memory should be revoked", + }, + expect.objectContaining({ actorType: "user", userId: "board-user" }), + ); + expect(mockLogActivity).toHaveBeenCalledOnce(); + }); + + it("routes board correction through memory service", async () => { + const recordId = "44444444-4444-4444-8444-444444444444"; + mockMemoryService.correct.mockResolvedValue({ + operation: { id: "op-1" }, + originalRecord: { id: recordId }, + correctedRecord: { id: "66666666-6666-4666-8666-666666666666" }, + }); + const app = createApp({ + type: "board", + userId: "board-user", + source: "session", + companyIds: [companyA], + isInstanceAdmin: false, + }); + + const res = await request(app) + .post(`/api/companies/${companyA}/memory/records/${recordId}/correct`) + .set("Origin", "http://localhost:3100") + .send({ content: "Corrected memory", reason: "User corrected stale fact" }); + + expect(res.status).toBe(201); + expect(mockMemoryService.correct).toHaveBeenCalledWith( + companyA, + recordId, + { content: "Corrected memory", reason: "User corrected stale fact" }, + expect.objectContaining({ actorType: "user", userId: "board-user" }), + ); + expect(mockLogActivity).toHaveBeenCalledOnce(); + }); }); diff --git a/server/src/routes/memory.ts b/server/src/routes/memory.ts index bc9bcc89ffa..918ce904a37 100644 --- a/server/src/routes/memory.ts +++ b/server/src/routes/memory.ts @@ -2,11 +2,14 @@ import { Router } from "express"; import type { Db } from "@paperclipai/db"; import { memoryCaptureSchema, + memoryCorrectSchema, memoryForgetSchema, memoryListExtractionJobsQuerySchema, memoryListOperationsQuerySchema, memoryListRecordsQuerySchema, memoryQuerySchema, + memoryRetentionSweepSchema, + memoryRevokeSchema, setAgentMemoryBindingSchema, setCompanyMemoryBindingSchema, updateMemoryBindingSchema, @@ -230,17 +233,84 @@ export function memoryRoutes( const companyId = req.params.companyId as string; assertCompanyAccess(req, companyId); const parsed = memoryListRecordsQuerySchema.parse(req.query); - res.json(await memory.listRecords(companyId, parsed)); + res.json(await memory.listRecords(companyId, parsed, actorInfoFromReq(req))); }); router.get("/companies/:companyId/memory/records/:recordId", async (req, res) => { const companyId = req.params.companyId as string; assertCompanyAccess(req, companyId); - const record = await memory.getRecord(companyId, req.params.recordId as string); + const record = await memory.getRecord(companyId, req.params.recordId as string, actorInfoFromReq(req)); if (!record) throw notFound("Memory record not found"); res.json(record); }); + router.post("/companies/:companyId/memory/revoke", validate(memoryRevokeSchema), async (req, res) => { + const companyId = req.params.companyId as string; + assertCompanyAccess(req, companyId); + assertBoard(req); + const result = await memory.revoke(companyId, req.body, actorInfoFromReq(req)); + const actor = getActorInfo(req); + await logActivity(db, { + companyId, + actorType: actor.actorType, + actorId: actor.actorId, + agentId: actor.agentId, + action: "memory.revoked", + entityType: "memory_record", + entityId: result.revokedRecordIds[0] ?? "none", + details: { + revokedRecordIds: result.revokedRecordIds, + selector: req.body.selector, + reason: req.body.reason, + }, + }); + res.json(result); + }); + + router.post("/companies/:companyId/memory/records/:recordId/correct", validate(memoryCorrectSchema), async (req, res) => { + const companyId = req.params.companyId as string; + assertCompanyAccess(req, companyId); + assertBoard(req); + const result = await memory.correct(companyId, req.params.recordId as string, req.body, actorInfoFromReq(req)); + const actor = getActorInfo(req); + await logActivity(db, { + companyId, + actorType: actor.actorType, + actorId: actor.actorId, + agentId: actor.agentId, + action: "memory.corrected", + entityType: "memory_record", + entityId: result.correctedRecord.id, + details: { + originalRecordId: result.originalRecord.id, + correctedRecordId: result.correctedRecord.id, + reason: req.body.reason, + }, + }); + res.status(201).json(result); + }); + + router.post("/companies/:companyId/memory/retention/sweep", validate(memoryRetentionSweepSchema), async (req, res) => { + const companyId = req.params.companyId as string; + assertCompanyAccess(req, companyId); + assertBoard(req); + const result = await memory.sweepRetention(companyId, req.body, actorInfoFromReq(req)); + const actor = getActorInfo(req); + await logActivity(db, { + companyId, + actorType: actor.actorType, + actorId: actor.actorId, + agentId: actor.agentId, + action: "memory.retention_swept", + entityType: "memory_record", + entityId: result.expiredRecordIds[0] ?? "none", + details: { + expiredRecordIds: result.expiredRecordIds, + }, + }); + res.json(result); + }); + router.get("/companies/:companyId/memory/operations", async (req, res) => { const companyId = req.params.companyId as string; assertCompanyAccess(req, companyId); diff --git a/server/src/services/memory.ts b/server/src/services/memory.ts index 200c5c601ee..48974605aaa 100644 --- a/server/src/services/memory.ts +++ b/server/src/services/memory.ts @@ -1,5 +1,5 @@ import { randomUUID } from "node:crypto"; -import { and, desc, eq, inArray, isNull, or, sql } from "drizzle-orm"; +import { and, desc, eq, inArray, isNull, isNotNull, lte, or, sql } from "drizzle-orm"; import type { Db } from "@paperclipai/db"; import { agents, @@ -14,23 +14,34 @@ import type { MemoryBindingTarget, MemoryCapture, MemoryCaptureResult, + MemoryCitation, + MemoryCorrect, + MemoryCorrectResult, MemoryExtractionJob, MemoryForget, MemoryForgetResult, + MemoryGovernedScope, MemoryListExtractionJobsQuery, MemoryListOperationsQuery, MemoryListRecordsQuery, MemoryOperation, + MemoryPrincipalRef, MemoryProviderDescriptor, MemoryQuery, MemoryQueryResult, MemoryRecord, + MemoryRetentionSweep, + MemoryRetentionSweepResult, + MemoryRevoke, + MemoryRevokeResult, MemoryResolvedBinding, MemoryScope, + MemoryScopeType, + MemorySensitivityLabel, MemorySourceRef, MemoryUsage, } from "@paperclipai/shared"; -import { createMemoryBindingSchema, updateMemoryBindingSchema } from "@paperclipai/shared"; +import { createMemoryBindingSchema, memoryCorrectSchema, memoryRetentionSweepSchema, memoryRevokeSchema, updateMemoryBindingSchema } from "@paperclipai/shared"; import { z } from "zod"; import { conflict, notFound, unprocessable } from "../errors.js"; import { costService } from "./costs.js"; @@ -93,10 +104,119 @@ const LOCAL_BASIC_PROVIDER: MemoryProviderDescriptor = { }, }; +const SENSITIVITY_RANK: Record = { + public: 0, + internal: 1, + confidential: 2, + restricted: 3, +}; + +const DEFAULT_AGENT_MAX_SENSITIVITY: MemorySensitivityLabel = "confidential"; + function parseLocalBasicConfig(config: Record | null | undefined): LocalBasicConfig { return localBasicConfigSchema.parse(config ?? {}); } +function normalizeScopeType(scope: MemoryScope, fallback: MemoryScopeType = "org"): MemoryScopeType { + if (scope.scopeType) return scope.scopeType; + if (scope.runId) return "run"; + if (scope.agentId) return "agent"; + if (scope.workspaceId) return "workspace"; + if (scope.projectId) return "project"; + if (scope.teamId) return "team"; + return fallback; +} + +function normalizeScopeId(companyId: string, scopeType: MemoryScopeType, scope: MemoryScope) { + if (scope.scopeId) return scope.scopeId; + switch (scopeType) { + case "run": + return scope.runId ?? null; + case "agent": + return scope.agentId ?? null; + case "workspace": + return scope.workspaceId ?? null; + case "project": + return scope.projectId ?? null; + case "team": + return scope.teamId ?? null; + case "org": + return companyId; + } +} + +function actorPrincipal(actor: ActorInfo): MemoryPrincipalRef { + if (actor.actorType === "agent" && actor.agentId) return { type: "agent", id: actor.agentId }; + if (actor.actorType === "user" && actor.userId) return { type: "user", id: actor.userId }; + return { type: "system", id: actor.actorId || "system" }; +} + +function normalizePrincipal(input: MemoryPrincipalRef | null | undefined, fallback: MemoryPrincipalRef): MemoryPrincipalRef { + if (input?.type && input.id) return input; + return fallback; +} + +function normalizeCitation(input: MemoryCitation | null | undefined): Record | null { + if (!input) return null; + return Object.fromEntries(Object.entries(input).filter(([, value]) => value !== undefined)) as Record; +} + +function citationFromRow(value: unknown): MemoryCitation | null { + if (typeof value !== "object" || value === null || Array.isArray(value)) return null; + return value as MemoryCitation; +} + +function maxSensitivityForActor(actor: ActorInfo, scope: MemoryScope): MemorySensitivityLabel { + if (actor.actorType === "user" || actor.actorType === "system") return scope.maxSensitivityLabel ?? "restricted"; + return scope.maxSensitivityLabel ?? DEFAULT_AGENT_MAX_SENSITIVITY; +} + +function allowedSensitivityLabels(max: MemorySensitivityLabel): MemorySensitivityLabel[] { + const rank = SENSITIVITY_RANK[max]; + return (Object.keys(SENSITIVITY_RANK) as MemorySensitivityLabel[]).filter( + (label) => SENSITIVITY_RANK[label] <= rank, + ); +} + +function scopeMatches(record: MemoryRecord, allowedScopes: MemoryGovernedScope[]) { + return allowedScopes.some((scope) => { + if (scope.type !== record.scopeType) return false; + if (!scope.id) return !record.scopeId; + return record.scopeId === scope.id; + }); +} + +function canReadRecord(companyId: string, record: MemoryRecord, actor: ActorInfo, scope: MemoryScope = {}) { + if (record.deletedAt || record.revokedAt || record.retentionState !== "active") return false; + if (record.supersededByRecordId) return false; + if (record.expiresAt && record.expiresAt <= new Date()) return false; + const maxSensitivity = maxSensitivityForActor(actor, scope); + if (SENSITIVITY_RANK[record.sensitivityLabel] > SENSITIVITY_RANK[maxSensitivity]) return false; + if (actor.actorType !== "agent") return true; + return scopeMatches(record, deriveAllowedScopes(companyId, scope, actor)); +} + +function deriveAllowedScopes(companyId: string, scope: MemoryScope, actor: ActorInfo): MemoryGovernedScope[] { + const scopes: MemoryGovernedScope[] = [{ type: "org", id: companyId }]; + if (scope.allowedScopes?.length) { + scopes.push(...scope.allowedScopes); + } + if (scope.agentId) scopes.push({ type: "agent", id: scope.agentId }); + if (scope.runId) scopes.push({ type: "run", id: scope.runId }); + if (scope.workspaceId) scopes.push({ type: "workspace", id: scope.workspaceId }); + if (scope.projectId) scopes.push({ type: "project", id: scope.projectId }); + if (scope.teamId) scopes.push({ type: "team", id: scope.teamId }); + if (actor.actorType === "agent" && actor.agentId) scopes.push({ type: "agent", id: actor.agentId }); + + const seen = new Set(); + return scopes.filter((entry) => { + const key = `${entry.type}:${entry.id ?? ""}`; + if (seen.has(key)) return false; + seen.add(key); + return true; + }); +} + function buildMemoryPreamble(records: MemoryRecord[]) { if (records.length === 0) return null; return [ @@ -110,18 +230,28 @@ function buildMemoryPreamble(records: MemoryRecord[]) { } function scopeFromRow(row: { + scopeType?: MemoryScopeType | null; + scopeId?: string | null; scopeAgentId: string | null; + scopeWorkspaceId?: string | null; scopeProjectId: string | null; scopeIssueId: string | null; scopeRunId: string | null; + scopeTeamId?: string | null; scopeSubjectId: string | null; + maxSensitivityLabel?: MemorySensitivityLabel | null; }): MemoryScope { return { + scopeType: row.scopeType ?? null, + scopeId: row.scopeId ?? null, agentId: row.scopeAgentId, + workspaceId: row.scopeWorkspaceId ?? null, projectId: row.scopeProjectId, issueId: row.scopeIssueId, runId: row.scopeRunId, + teamId: row.scopeTeamId ?? null, subjectId: row.scopeSubjectId, + maxSensitivityLabel: row.maxSensitivityLabel ?? null, }; } @@ -217,6 +347,18 @@ function mapOperation(row: OperationRow): MemoryOperation { typeof row.resultJson === "object" && row.resultJson !== null && !Array.isArray(row.resultJson) ? (row.resultJson as Record) : null, + policyDecision: + typeof row.policyDecisionJson === "object" && row.policyDecisionJson !== null && !Array.isArray(row.policyDecisionJson) + ? (row.policyDecisionJson as Record) + : null, + revocationSelector: + typeof row.revocationSelectorJson === "object" && row.revocationSelectorJson !== null && !Array.isArray(row.revocationSelectorJson) + ? (row.revocationSelectorJson as Record) + : null, + retentionAction: + typeof row.retentionActionJson === "object" && row.retentionActionJson !== null && !Array.isArray(row.retentionActionJson) + ? (row.retentionActionJson as Record) + : null, usage: normalizeUsage(row.usageJson), error: row.error ?? null, costEventId: row.costEventId ?? null, @@ -227,13 +369,33 @@ function mapOperation(row: OperationRow): MemoryOperation { } function mapRecord(row: RecordRow): MemoryRecord { + const scope = scopeFromRow(row); + const scopeType = row.scopeType ?? normalizeScopeType(scope); return { id: row.id, companyId: row.companyId, bindingId: row.bindingId, providerKey: row.providerKey, - scope: scopeFromRow(row), + scope, source: sourceFromRow(row), + scopeType, + scopeId: row.scopeId ?? normalizeScopeId(row.companyId, scopeType, scope), + owner: row.ownerType && row.ownerId ? { type: row.ownerType, id: row.ownerId } : null, + createdBy: row.createdByActorType && row.createdByActorId ? { type: row.createdByActorType, id: row.createdByActorId } : null, + sensitivityLabel: row.sensitivityLabel ?? "internal", + retentionPolicy: + typeof row.retentionPolicy === "object" && row.retentionPolicy !== null && !Array.isArray(row.retentionPolicy) + ? (row.retentionPolicy as Record) + : null, + expiresAt: row.expiresAt ?? null, + retentionState: row.retentionState ?? "active", + citation: citationFromRow(row.citationJson), + supersedesRecordId: row.supersedesRecordId ?? null, + supersededByRecordId: row.supersededByRecordId ?? null, + revokedAt: row.revokedAt ?? null, + revokedBy: + row.revokedByActorType && row.revokedByActorId ? { type: row.revokedByActorType, id: row.revokedByActorId } : null, + revocationReason: row.revocationReason ?? null, title: row.title ?? null, content: row.content, summary: row.summary ?? null, @@ -267,27 +429,49 @@ function mapExtractionJob(row: ExtractionJobRow): MemoryExtractionJob { }; } -function buildScopeConditions(companyId: string, bindingId: string, scope: MemoryScope) { +function buildRecordVisibilityConditions( + companyId: string, + bindingId: string, + scope: MemoryScope, + actor: ActorInfo, + options?: { + includeRevoked?: boolean; + includeExpired?: boolean; + includeSuperseded?: boolean; + includeDeleted?: boolean; + }, +) { const conditions = [ eq(memoryLocalRecords.companyId, companyId), eq(memoryLocalRecords.bindingId, bindingId), - isNull(memoryLocalRecords.deletedAt), ]; - if (scope.agentId) { - conditions.push(or(isNull(memoryLocalRecords.scopeAgentId), eq(memoryLocalRecords.scopeAgentId, scope.agentId))!); + if (!options?.includeDeleted) conditions.push(isNull(memoryLocalRecords.deletedAt)); + if (!options?.includeRevoked) { + conditions.push(isNull(memoryLocalRecords.revokedAt)); } - if (scope.projectId) { - conditions.push(or(isNull(memoryLocalRecords.scopeProjectId), eq(memoryLocalRecords.scopeProjectId, scope.projectId))!); + if (!options?.includeExpired) { + conditions.push(or(isNull(memoryLocalRecords.expiresAt), sql`${memoryLocalRecords.expiresAt} > now()`)!); } - if (scope.issueId) { - conditions.push(or(isNull(memoryLocalRecords.scopeIssueId), eq(memoryLocalRecords.scopeIssueId, scope.issueId))!); + if (!options?.includeSuperseded) { + conditions.push(isNull(memoryLocalRecords.supersededByRecordId)); } - if (scope.runId) { - conditions.push(or(isNull(memoryLocalRecords.scopeRunId), eq(memoryLocalRecords.scopeRunId, scope.runId))!); - } - if (scope.subjectId) { - conditions.push(or(isNull(memoryLocalRecords.scopeSubjectId), eq(memoryLocalRecords.scopeSubjectId, scope.subjectId))!); + + const maxSensitivity = maxSensitivityForActor(actor, scope); + conditions.push(inArray(memoryLocalRecords.sensitivityLabel, allowedSensitivityLabels(maxSensitivity))); + + const allowedScopes = deriveAllowedScopes(companyId, scope, actor); + if (actor.actorType === "agent" || scope.allowedScopes?.length) { + const scopeConditions = allowedScopes.map((allowedScope) => + and( + eq(memoryLocalRecords.scopeType, allowedScope.type), + allowedScope.id ? eq(memoryLocalRecords.scopeId, allowedScope.id) : isNull(memoryLocalRecords.scopeId), + ), + ); + if (scopeConditions.length > 0) { + conditions.push(or(...scopeConditions)!); + } } + return conditions; } @@ -437,6 +621,7 @@ export function memoryService( scope: MemoryScope, query: string, topK: number, + actor: ActorInfo, ) { const rankExpr = sql` ts_rank_cd( @@ -449,7 +634,7 @@ export function memoryService( .from(memoryLocalRecords) .where( and( - ...buildScopeConditions(binding.companyId, binding.id, scope), + ...buildRecordVisibilityConditions(binding.companyId, binding.id, scope, actor), sql`to_tsvector('english', coalesce(${memoryLocalRecords.title}, '') || ' ' || ${memoryLocalRecords.content}) @@ websearch_to_tsquery('english', ${query})`, ), ) @@ -464,6 +649,14 @@ export function memoryService( scope: MemoryScope, source: MemorySourceRef, input: { + actor: ActorInfo; + scopeType?: MemoryScopeType | null; + scopeId?: string | null; + owner?: MemoryPrincipalRef | null; + sensitivityLabel?: MemorySensitivityLabel; + retentionPolicy?: Record | null; + expiresAt?: Date | string | null; + citation?: MemoryCitation | null; title?: string | null; content: string; summary?: string | null; @@ -471,6 +664,10 @@ export function memoryService( }, operationId: string, ) { + const scopeType = input.scopeType ?? normalizeScopeType(scope); + const scopeId = input.scopeId ?? normalizeScopeId(binding.companyId, scopeType, scope); + const createdBy = actorPrincipal(input.actor); + const owner = normalizePrincipal(input.owner, createdBy); const [row] = await db .insert(memoryLocalRecords) .values({ @@ -483,6 +680,10 @@ export function memoryService( scopeIssueId: scope.issueId ?? null, scopeRunId: scope.runId ?? null, scopeSubjectId: scope.subjectId ?? null, + scopeType, + scopeId, + scopeWorkspaceId: scope.workspaceId ?? null, + scopeTeamId: scope.teamId ?? null, sourceKind: source.kind, sourceIssueId: source.issueId ?? null, sourceCommentId: source.commentId ?? null, @@ -494,6 +695,15 @@ export function memoryService( content: input.content, summary: input.summary ?? null, metadata: input.metadata ?? {}, + ownerType: owner.type, + ownerId: owner.id, + createdByActorType: createdBy.type, + createdByActorId: createdBy.id, + sensitivityLabel: input.sensitivityLabel ?? "internal", + retentionPolicy: input.retentionPolicy ?? null, + expiresAt: input.expiresAt ? new Date(input.expiresAt) : null, + retentionState: "active", + citationJson: normalizeCitation(input.citation), createdByOperationId: operationId, }) .returning(); @@ -519,6 +729,10 @@ export function memoryService( scopeIssueId: record.scope.issueId ?? null, scopeRunId: record.scope.runId ?? null, scopeSubjectId: record.scope.subjectId ?? null, + scopeType: record.scopeType, + scopeId: record.scopeId, + scopeWorkspaceId: record.scope.workspaceId ?? null, + scopeTeamId: record.scope.teamId ?? null, sourceKind: record.source?.kind ?? null, sourceIssueId: record.source?.issueId ?? null, sourceCommentId: record.source?.commentId ?? null, @@ -530,6 +744,21 @@ export function memoryService( content: record.content, summary: record.summary ?? null, metadata: record.metadata ?? {}, + ownerType: record.owner?.type ?? null, + ownerId: record.owner?.id ?? null, + createdByActorType: record.createdBy?.type ?? null, + createdByActorId: record.createdBy?.id ?? null, + sensitivityLabel: record.sensitivityLabel, + retentionPolicy: record.retentionPolicy, + expiresAt: record.expiresAt, + retentionState: record.retentionState, + citationJson: normalizeCitation(record.citation), + supersedesRecordId: record.supersedesRecordId ?? null, + supersededByRecordId: record.supersededByRecordId ?? null, + revokedAt: record.revokedAt ?? null, + revokedByActorType: record.revokedBy?.type ?? null, + revokedByActorId: record.revokedBy?.id ?? null, + revocationReason: record.revocationReason ?? null, createdByOperationId: operationId, deletedAt: record.deletedAt ?? null, createdAt: record.createdAt, @@ -545,6 +774,10 @@ export function memoryService( scopeIssueId: record.scope.issueId ?? null, scopeRunId: record.scope.runId ?? null, scopeSubjectId: record.scope.subjectId ?? null, + scopeType: record.scopeType, + scopeId: record.scopeId, + scopeWorkspaceId: record.scope.workspaceId ?? null, + scopeTeamId: record.scope.teamId ?? null, sourceKind: record.source?.kind ?? null, sourceIssueId: record.source?.issueId ?? null, sourceCommentId: record.source?.commentId ?? null, @@ -556,6 +789,21 @@ export function memoryService( content: record.content, summary: record.summary ?? null, metadata: record.metadata ?? {}, + ownerType: record.owner?.type ?? null, + ownerId: record.owner?.id ?? null, + createdByActorType: record.createdBy?.type ?? null, + createdByActorId: record.createdBy?.id ?? null, + sensitivityLabel: record.sensitivityLabel, + retentionPolicy: record.retentionPolicy, + expiresAt: record.expiresAt, + retentionState: record.retentionState, + citationJson: normalizeCitation(record.citation), + supersedesRecordId: record.supersedesRecordId ?? null, + supersededByRecordId: record.supersededByRecordId ?? null, + revokedAt: record.revokedAt ?? null, + revokedByActorType: record.revokedBy?.type ?? null, + revokedByActorId: record.revokedBy?.id ?? null, + revocationReason: record.revocationReason ?? null, createdByOperationId: operationId, deletedAt: record.deletedAt ?? null, updatedAt: record.updatedAt, @@ -564,14 +812,49 @@ export function memoryService( } } - async function listLocalBasic(companyId: string, filters: MemoryListRecordsQuery) { + async function listLocalBasic(companyId: string, filters: MemoryListRecordsQuery, actor: ActorInfo) { const conditions = [eq(memoryLocalRecords.companyId, companyId)]; if (filters.bindingId) conditions.push(eq(memoryLocalRecords.bindingId, filters.bindingId)); + if (filters.scopeType) conditions.push(eq(memoryLocalRecords.scopeType, filters.scopeType)); + if (filters.scopeId) conditions.push(eq(memoryLocalRecords.scopeId, filters.scopeId)); + if (filters.ownerType) conditions.push(eq(memoryLocalRecords.ownerType, filters.ownerType)); + if (filters.ownerId) conditions.push(eq(memoryLocalRecords.ownerId, filters.ownerId)); + if (filters.sensitivityLabel) conditions.push(eq(memoryLocalRecords.sensitivityLabel, filters.sensitivityLabel)); + if (filters.retentionState) conditions.push(eq(memoryLocalRecords.retentionState, filters.retentionState)); + if (filters.expiresBefore) conditions.push(lte(memoryLocalRecords.expiresAt, filters.expiresBefore)); if (filters.agentId) conditions.push(eq(memoryLocalRecords.scopeAgentId, filters.agentId)); + if (filters.workspaceId) conditions.push(eq(memoryLocalRecords.scopeWorkspaceId, filters.workspaceId)); if (filters.issueId) conditions.push(eq(memoryLocalRecords.scopeIssueId, filters.issueId)); + if (filters.projectId) conditions.push(eq(memoryLocalRecords.scopeProjectId, filters.projectId)); + if (filters.teamId) conditions.push(eq(memoryLocalRecords.scopeTeamId, filters.teamId)); if (filters.runId) conditions.push(eq(memoryLocalRecords.scopeRunId, filters.runId)); if (filters.sourceKind) conditions.push(eq(memoryLocalRecords.sourceKind, filters.sourceKind)); if (!filters.includeDeleted) conditions.push(isNull(memoryLocalRecords.deletedAt)); + if (!filters.includeRevoked) conditions.push(isNull(memoryLocalRecords.revokedAt)); + if (!filters.includeExpired) { + conditions.push(or(isNull(memoryLocalRecords.expiresAt), sql`${memoryLocalRecords.expiresAt} > now()`)!); + conditions.push(or(isNull(memoryLocalRecords.retentionState), eq(memoryLocalRecords.retentionState, "active"))!); + } + if (!filters.includeSuperseded) conditions.push(isNull(memoryLocalRecords.supersededByRecordId)); + + if (actor.actorType === "agent") { + const scope: MemoryScope = { + agentId: filters.agentId ?? actor.agentId, + workspaceId: filters.workspaceId ?? null, + projectId: filters.projectId ?? null, + issueId: filters.issueId ?? null, + runId: filters.runId ?? null, + teamId: filters.teamId ?? null, + }; + conditions.push( + ...buildRecordVisibilityConditions(companyId, filters.bindingId ?? "", scope, actor, { + includeDeleted: filters.includeDeleted, + includeExpired: filters.includeExpired, + includeRevoked: filters.includeRevoked, + includeSuperseded: filters.includeSuperseded, + }).filter((condition, index) => index > 1), + ); + } const rows = await db .select() @@ -595,6 +878,9 @@ export function memoryService( queryText?: string | null; requestJson?: Record | null; resultJson?: Record | null; + policyDecision?: Record | null; + revocationSelector?: Record | null; + retentionAction?: Record | null; recordCount?: number; usage?: MemoryUsage[]; error?: string | null; @@ -626,6 +912,11 @@ export function memoryService( scopeIssueId: input.scope.issueId ?? null, scopeRunId: input.scope.runId ?? input.actor.runId ?? null, scopeSubjectId: input.scope.subjectId ?? null, + scopeType: input.scope.scopeType ?? normalizeScopeType(input.scope), + scopeId: input.scope.scopeId ?? normalizeScopeId(input.companyId, input.scope.scopeType ?? normalizeScopeType(input.scope), input.scope), + scopeWorkspaceId: input.scope.workspaceId ?? null, + scopeTeamId: input.scope.teamId ?? null, + maxSensitivityLabel: input.scope.maxSensitivityLabel ?? null, sourceKind: input.source?.kind ?? null, sourceIssueId: input.source?.issueId ?? null, sourceCommentId: input.source?.commentId ?? null, @@ -637,6 +928,9 @@ export function memoryService( recordCount: input.recordCount ?? 0, requestJson: input.requestJson ?? null, resultJson: input.resultJson ?? null, + policyDecisionJson: input.policyDecision ?? null, + revocationSelectorJson: input.revocationSelector ?? null, + retentionActionJson: input.retentionAction ?? null, usageJson: (input.usage ?? []) as unknown as Array>, error: input.error ?? null, costEventId, @@ -851,6 +1145,7 @@ export function memoryService( data.scope ?? {}, data.query, Math.min(data.topK ?? config.maxHydrateSnippets, 25), + actor, ); } else { if (!pluginMemoryProviders) { @@ -869,6 +1164,20 @@ export function memoryService( usage = providerResult.usage ?? []; providerResultJson = providerResult.resultJson ?? null; } + const allowedScopes = deriveAllowedScopes(companyId, data.scope ?? {}, actor); + const maxSensitivityLabel = maxSensitivityForActor(actor, data.scope ?? {}); + if (actor.actorType === "agent" || data.scope?.allowedScopes?.length) { + records = records.filter((record) => scopeMatches(record, allowedScopes)); + } + records = records.filter( + (record) => + !record.deletedAt + && !record.revokedAt + && record.retentionState === "active" + && !record.supersededByRecordId + && (!record.expiresAt || record.expiresAt > new Date()) + && SENSITIVITY_RANK[record.sensitivityLabel] <= SENSITIVITY_RANK[maxSensitivityLabel], + ); if (data.intent === "agent_preamble" && !preamble) { preamble = buildMemoryPreamble(records); @@ -892,6 +1201,11 @@ export function memoryService( recordIds: records.map((record) => record.id), providerResult: providerResultJson, }, + policyDecision: { + allowedScopes, + maxSensitivityLabel, + filteredRecordCount: records.length, + }, recordCount: records.length, usage, }); @@ -912,6 +1226,14 @@ export function memoryService( data.scope ?? {}, data.source, { + actor, + scopeType: data.scopeType ?? data.scope?.scopeType ?? null, + scopeId: data.scopeId ?? data.scope?.scopeId ?? null, + owner: data.owner ?? null, + sensitivityLabel: data.sensitivityLabel, + retentionPolicy: data.retentionPolicy ?? null, + expiresAt: data.expiresAt ?? null, + citation: data.citation ?? null, title: data.title ?? null, content: data.content, summary: data.summary ?? null, @@ -927,6 +1249,14 @@ export function memoryService( binding: mapBinding(binding), scope: data.scope ?? {}, source: data.source, + scopeType: data.scopeType ?? data.scope?.scopeType ?? null, + scopeId: data.scopeId ?? data.scope?.scopeId ?? null, + owner: data.owner ?? actorPrincipal(actor), + createdBy: actorPrincipal(actor), + sensitivityLabel: data.sensitivityLabel, + retentionPolicy: data.retentionPolicy ?? null, + expiresAt: data.expiresAt ?? null, + citation: data.citation ?? null, title: data.title ?? null, content: data.content, summary: data.summary ?? null, @@ -949,8 +1279,17 @@ export function memoryService( source: data.source, requestJson: { title: data.title ?? null, + scopeType: data.scopeType ?? data.scope?.scopeType ?? null, + scopeId: data.scopeId ?? data.scope?.scopeId ?? null, + owner: data.owner ?? null, + sensitivityLabel: data.sensitivityLabel, + expiresAt: data.expiresAt ? new Date(data.expiresAt).toISOString() : null, metadata: data.metadata ?? {}, }, + policyDecision: { + captureAllowed: true, + sensitivityLabel: data.sensitivityLabel, + }, resultJson: { recordIds: records.map((record) => record.id), providerResult: providerResultJson, @@ -991,7 +1330,15 @@ export function memoryService( } await db .update(memoryLocalRecords) - .set({ deletedAt: new Date(), updatedAt: new Date() }) + .set({ + deletedAt: new Date(), + revokedAt: new Date(), + revokedByActorType: actorPrincipal(actor).type, + revokedByActorId: actorPrincipal(actor).id, + revocationReason: data.reason ?? "Record forgotten", + retentionState: "revoked", + updatedAt: new Date(), + }) .where(and(eq(memoryLocalRecords.companyId, companyId), inArray(memoryLocalRecords.id, recordIds))); const operation = await logOperation({ companyId, @@ -1000,7 +1347,8 @@ export function memoryService( operationType: "forget", triggerKind, scope: data.scope ?? {}, - requestJson: { recordIds }, + requestJson: { recordIds, reason: data.reason ?? null }, + revocationSelector: { recordIds }, resultJson: { forgottenRecordIds: recordIds, providerResult: providerResultJson }, recordCount: recordIds.length, usage, @@ -1008,15 +1356,272 @@ export function memoryService( return { operation, forgottenRecordIds: recordIds } satisfies MemoryForgetResult; }, - listRecords: async (companyId: string, filters: MemoryListRecordsQuery) => listLocalBasic(companyId, filters), + revoke: async (companyId: string, data: MemoryRevoke, actor: ActorInfo): Promise => { + const parsed = memoryRevokeSchema.parse(data); + const conditions = [eq(memoryLocalRecords.companyId, companyId), isNull(memoryLocalRecords.revokedAt)]; + const selector = parsed.selector; + if (selector.recordIds?.length) conditions.push(inArray(memoryLocalRecords.id, selector.recordIds)); + if (selector.scopeType) conditions.push(eq(memoryLocalRecords.scopeType, selector.scopeType)); + if (selector.scopeId !== undefined) { + conditions.push(selector.scopeId === null ? isNull(memoryLocalRecords.scopeId) : eq(memoryLocalRecords.scopeId, selector.scopeId)); + } + if (selector.agentId) conditions.push(eq(memoryLocalRecords.scopeAgentId, selector.agentId)); + if (selector.workspaceId) conditions.push(eq(memoryLocalRecords.scopeWorkspaceId, selector.workspaceId)); + if (selector.projectId) conditions.push(eq(memoryLocalRecords.scopeProjectId, selector.projectId)); + if (selector.teamId) conditions.push(eq(memoryLocalRecords.scopeTeamId, selector.teamId)); + if (selector.issueId) { + conditions.push(or(eq(memoryLocalRecords.scopeIssueId, selector.issueId), eq(memoryLocalRecords.sourceIssueId, selector.issueId))!); + } + if (selector.runId) { + conditions.push(or(eq(memoryLocalRecords.scopeRunId, selector.runId), eq(memoryLocalRecords.sourceRunId, selector.runId))!); + } + if (selector.source) { + conditions.push(eq(memoryLocalRecords.sourceKind, selector.source.kind)); + if (selector.source.issueId) conditions.push(eq(memoryLocalRecords.sourceIssueId, selector.source.issueId)); + if (selector.source.commentId) conditions.push(eq(memoryLocalRecords.sourceCommentId, selector.source.commentId)); + if (selector.source.documentKey) conditions.push(eq(memoryLocalRecords.sourceDocumentKey, selector.source.documentKey)); + if (selector.source.runId) conditions.push(eq(memoryLocalRecords.sourceRunId, selector.source.runId)); + if (selector.source.activityId) conditions.push(eq(memoryLocalRecords.sourceActivityId, selector.source.activityId)); + if (selector.source.externalRef) conditions.push(eq(memoryLocalRecords.sourceExternalRef, selector.source.externalRef)); + } - getRecord: async (companyId: string, recordId: string) => { + const rows = await db.select().from(memoryLocalRecords).where(and(...conditions)); + if (rows.length === 0) throw notFound("No memory records matched revocation selector"); + + const revokedAt = new Date(); + const principal = actorPrincipal(actor); + const revokedRecordIds = rows.map((row) => row.id); + const operations: MemoryOperation[] = []; + const rowsByBinding = new Map(); + for (const row of rows) { + rowsByBinding.set(row.bindingId, [...(rowsByBinding.get(row.bindingId) ?? []), row]); + } + + for (const [bindingId, bindingRows] of rowsByBinding) { + const binding = await getBindingOrThrow(bindingId); + let usage: MemoryUsage[] = []; + let providerResultJson: Record | null = null; + const bindingRecordIds = bindingRows.map((row) => row.id); + if (isPluginProvider(binding.providerKey)) { + if (!pluginMemoryProviders) { + throw unprocessable(`Unknown memory provider: ${binding.providerKey}`); + } + const providerResult = await pluginMemoryProviders.forget(binding.providerKey, { + binding: mapBinding(binding), + scope: {}, + recordIds: bindingRecordIds, + }); + usage = providerResult.usage ?? []; + providerResultJson = providerResult.resultJson ?? null; + } + await db + .update(memoryLocalRecords) + .set({ + revokedAt, + revokedByActorType: principal.type, + revokedByActorId: principal.id, + revocationReason: parsed.reason, + retentionState: "revoked", + updatedAt: revokedAt, + }) + .where(and(eq(memoryLocalRecords.companyId, companyId), inArray(memoryLocalRecords.id, bindingRecordIds))); + + operations.push( + await logOperation({ + companyId, + binding, + actor, + operationType: "revoke", + triggerKind: "manual", + scope: {}, + requestJson: { reason: parsed.reason }, + revocationSelector: selector, + resultJson: { revokedRecordIds: bindingRecordIds, providerResult: providerResultJson }, + recordCount: bindingRecordIds.length, + usage, + }), + ); + } + + return { operations, revokedRecordIds } satisfies MemoryRevokeResult; + }, + + correct: async ( + companyId: string, + recordId: string, + data: MemoryCorrect, + actor: ActorInfo, + ): Promise => { + const parsed = memoryCorrectSchema.parse(data); + const originalRow = await db + .select() + .from(memoryLocalRecords) + .where(and(eq(memoryLocalRecords.companyId, companyId), eq(memoryLocalRecords.id, recordId))) + .then((rows) => rows[0] ?? null); + if (!originalRow) throw notFound("Memory record not found"); + if (originalRow.revokedAt || originalRow.retentionState === "revoked") { + throw conflict("Revoked memory records cannot be corrected"); + } + if (originalRow.supersededByRecordId) { + throw conflict("Memory record has already been corrected"); + } + const binding = await getBindingOrThrow(originalRow.bindingId); + const operationId = randomUUID(); + const principal = actorPrincipal(actor); + const correctedRecordId = randomUUID(); + const correctedAt = new Date(); + const [correctedRow] = await db + .insert(memoryLocalRecords) + .values({ + id: correctedRecordId, + companyId, + bindingId: originalRow.bindingId, + providerKey: originalRow.providerKey, + scopeAgentId: originalRow.scopeAgentId, + scopeProjectId: originalRow.scopeProjectId, + scopeIssueId: originalRow.scopeIssueId, + scopeRunId: originalRow.scopeRunId, + scopeSubjectId: originalRow.scopeSubjectId, + scopeType: originalRow.scopeType, + scopeId: originalRow.scopeId, + scopeWorkspaceId: originalRow.scopeWorkspaceId, + scopeTeamId: originalRow.scopeTeamId, + sourceKind: originalRow.sourceKind, + sourceIssueId: originalRow.sourceIssueId, + sourceCommentId: originalRow.sourceCommentId, + sourceDocumentKey: originalRow.sourceDocumentKey, + sourceRunId: originalRow.sourceRunId, + sourceActivityId: originalRow.sourceActivityId, + sourceExternalRef: originalRow.sourceExternalRef, + title: parsed.title === undefined ? originalRow.title : parsed.title ?? null, + content: parsed.content, + summary: parsed.summary === undefined ? originalRow.summary : parsed.summary ?? null, + metadata: { + ...(originalRow.metadata ?? {}), + correctionReason: parsed.reason, + correctedFromRecordId: originalRow.id, + }, + ownerType: originalRow.ownerType, + ownerId: originalRow.ownerId, + createdByActorType: principal.type, + createdByActorId: principal.id, + sensitivityLabel: parsed.sensitivityLabel ?? originalRow.sensitivityLabel, + retentionPolicy: parsed.retentionPolicy === undefined ? originalRow.retentionPolicy : parsed.retentionPolicy, + expiresAt: parsed.expiresAt === undefined ? originalRow.expiresAt : parsed.expiresAt, + retentionState: "active", + citationJson: parsed.citation === undefined ? originalRow.citationJson : normalizeCitation(parsed.citation), + supersedesRecordId: originalRow.id, + createdByOperationId: operationId, + createdAt: correctedAt, + updatedAt: correctedAt, + }) + .returning(); + await db + .update(memoryLocalRecords) + .set({ supersededByRecordId: correctedRecordId, updatedAt: correctedAt }) + .where(and(eq(memoryLocalRecords.companyId, companyId), eq(memoryLocalRecords.id, originalRow.id))); + + const operation = await logOperation({ + id: operationId, + companyId, + binding, + actor, + operationType: "correct", + triggerKind: "manual", + scope: scopeFromRow(originalRow), + source: sourceFromRow(originalRow), + requestJson: { + recordId, + reason: parsed.reason, + sensitivityLabel: parsed.sensitivityLabel ?? null, + expiresAt: parsed.expiresAt ? parsed.expiresAt.toISOString() : null, + }, + resultJson: { + originalRecordId: originalRow.id, + correctedRecordId, + }, + recordCount: 1, + }); + + return { + operation, + originalRecord: mapRecord({ ...originalRow, supersededByRecordId: correctedRecordId, updatedAt: correctedAt }), + correctedRecord: mapRecord(correctedRow), + } satisfies MemoryCorrectResult; + }, + + sweepRetention: async ( + companyId: string, + data: MemoryRetentionSweep, + actor: ActorInfo, + ): Promise => { + const parsed = memoryRetentionSweepSchema.parse(data); + const now = parsed.now ?? new Date(); + const conditions = [ + eq(memoryLocalRecords.companyId, companyId), + eq(memoryLocalRecords.retentionState, "active"), + isNull(memoryLocalRecords.revokedAt), + isNotNull(memoryLocalRecords.expiresAt), + lte(memoryLocalRecords.expiresAt, now), + ]; + if (parsed.bindingId) conditions.push(eq(memoryLocalRecords.bindingId, parsed.bindingId)); + const rows = await db + .select() + .from(memoryLocalRecords) + .where(and(...conditions)) + .orderBy(memoryLocalRecords.expiresAt) + .limit(parsed.limit); + if (rows.length === 0) return { operations: [], expiredRecordIds: [] }; + + const expiredRecordIds = rows.map((row) => row.id); + await db + .update(memoryLocalRecords) + .set({ retentionState: "expired", updatedAt: now }) + .where(and(eq(memoryLocalRecords.companyId, companyId), inArray(memoryLocalRecords.id, expiredRecordIds))); + + const operations: MemoryOperation[] = []; + const rowsByBinding = new Map(); + for (const row of rows) { + rowsByBinding.set(row.bindingId, [...(rowsByBinding.get(row.bindingId) ?? []), row]); + } + for (const [bindingId, bindingRows] of rowsByBinding) { + const binding = await getBindingOrThrow(bindingId); + operations.push( + await logOperation({ + companyId, + binding, + actor, + operationType: "retention_sweep", + triggerKind: "manual", + scope: {}, + retentionAction: { + now: now.toISOString(), + expiredRecordIds: bindingRows.map((row) => row.id), + }, + resultJson: { + expiredRecordIds: bindingRows.map((row) => row.id), + }, + recordCount: bindingRows.length, + }), + ); + } + + return { operations, expiredRecordIds } satisfies MemoryRetentionSweepResult; + }, + + listRecords: async (companyId: string, filters: MemoryListRecordsQuery, actor: ActorInfo) => + listLocalBasic(companyId, filters, actor), + + getRecord: async (companyId: string, recordId: string, actor?: ActorInfo) => { const row = await db .select() .from(memoryLocalRecords) .where(and(eq(memoryLocalRecords.companyId, companyId), eq(memoryLocalRecords.id, recordId))) .then((rows) => rows[0] ?? null); - return row ? mapRecord(row) : null; + if (!row) return null; + const record = mapRecord(row); + if (actor && !canReadRecord(companyId, record, actor, record.scope)) return null; + return record; }, listOperations: async (companyId: string, filters: MemoryListOperationsQuery) => { @@ -1077,6 +1682,8 @@ export function memoryService( input.companyId, { scope: { + scopeType: "run", + scopeId: input.runId, agentId: input.agentId, projectId: input.projectId ?? null, issueId: input.issueId ?? null, @@ -1128,16 +1735,25 @@ export function memoryService( input.companyId, { scope: { + scopeType: "run", + scopeId: input.runId, agentId: input.agentId, projectId: input.projectId ?? null, issueId: input.issueId ?? null, runId: input.runId, }, + scopeType: "run", + scopeId: input.runId, source: { kind: "run", issueId: input.issueId ?? null, runId: input.runId, }, + sensitivityLabel: "internal", + citation: { + label: "Run summary", + sourceTitle: input.title ?? "Run summary", + }, title: input.title ?? "Run summary", content: input.summary, summary: input.summary, @@ -1178,15 +1794,24 @@ export function memoryService( input.companyId, { scope: { + scopeType: input.projectId ? "project" : input.agentId ? "agent" : "org", + scopeId: input.projectId ?? input.agentId ?? input.companyId, agentId: input.agentId ?? null, projectId: input.projectId ?? null, issueId: input.issueId, }, + scopeType: input.projectId ? "project" : input.agentId ? "agent" : "org", + scopeId: input.projectId ?? input.agentId ?? input.companyId, source: { kind: "issue_comment", issueId: input.issueId, commentId: input.commentId, }, + citation: { + label: "Issue comment", + sourceTitle: `Issue comment ${input.commentId}`, + }, + sensitivityLabel: "internal", title: "Issue comment", content: input.body, summary: input.body.replace(/\s+/g, " ").slice(0, 240), @@ -1222,15 +1847,24 @@ export function memoryService( input.companyId, { scope: { + scopeType: input.projectId ? "project" : input.agentId ? "agent" : "org", + scopeId: input.projectId ?? input.agentId ?? input.companyId, agentId: input.agentId ?? null, projectId: input.projectId ?? null, issueId: input.issueId, }, + scopeType: input.projectId ? "project" : input.agentId ? "agent" : "org", + scopeId: input.projectId ?? input.agentId ?? input.companyId, source: { kind: "issue_document", issueId: input.issueId, documentKey: input.key, }, + citation: { + label: "Issue document", + sourceTitle: input.title ?? input.key, + }, + sensitivityLabel: "internal", title: input.title ?? `Issue document: ${input.key}`, content: input.body, summary: input.body.replace(/\s+/g, " ").slice(0, 240), diff --git a/ui/src/api/memory.ts b/ui/src/api/memory.ts index 6a7605d4872..0577b5ab514 100644 --- a/ui/src/api/memory.ts +++ b/ui/src/api/memory.ts @@ -2,11 +2,17 @@ import type { CreateMemoryBinding, MemoryBinding, MemoryBindingTarget, + MemoryCorrect, + MemoryCorrectResult, MemoryListOperationsQuery, MemoryListRecordsQuery, MemoryOperation, MemoryProviderDescriptor, MemoryRecord, + MemoryRetentionSweep, + MemoryRetentionSweepResult, + MemoryRevoke, + MemoryRevokeResult, MemoryResolvedBinding, SetAgentMemoryBinding, SetCompanyMemoryBinding, @@ -14,11 +20,11 @@ import type { } from "@paperclipai/shared"; import { api } from "./client"; -function buildQueryString(filters?: Record) { +function buildQueryString(filters?: Record) { const params = new URLSearchParams(); for (const [key, value] of Object.entries(filters ?? {})) { if (value === undefined) continue; - params.set(key, String(value)); + params.set(key, value instanceof Date ? value.toISOString() : String(value)); } const qs = params.toString(); return qs ? `?${qs}` : ""; @@ -41,7 +47,7 @@ export const memoryApi = { api.get(`/agents/${encodeURIComponent(agentId)}/memory-binding`), setAgentBinding: (agentId: string, bindingId: SetAgentMemoryBinding["bindingId"]) => api.put(`/agents/${encodeURIComponent(agentId)}/memory-binding`, { bindingId }), - listRecords: (companyId: string, filters?: MemoryListRecordsQuery) => + listRecords: (companyId: string, filters?: Partial) => api.get( `/companies/${encodeURIComponent(companyId)}/memory/records${buildQueryString(filters)}`, ), @@ -49,4 +55,16 @@ export const memoryApi = { api.get( `/companies/${encodeURIComponent(companyId)}/memory/operations${buildQueryString(filters)}`, ), + revoke: (companyId: string, data: MemoryRevoke) => + api.post(`/companies/${encodeURIComponent(companyId)}/memory/revoke`, data), + correctRecord: (companyId: string, recordId: string, data: MemoryCorrect) => + api.post( + `/companies/${encodeURIComponent(companyId)}/memory/records/${encodeURIComponent(recordId)}/correct`, + data, + ), + sweepRetention: (companyId: string, data: Partial = {}) => + api.post( + `/companies/${encodeURIComponent(companyId)}/memory/retention/sweep`, + data, + ), }; diff --git a/ui/src/components/AgentMemoryTab.tsx b/ui/src/components/AgentMemoryTab.tsx index f8b9c0cf47d..fa051f07b97 100644 --- a/ui/src/components/AgentMemoryTab.tsx +++ b/ui/src/components/AgentMemoryTab.tsx @@ -28,6 +28,11 @@ function summarizeRecord(record: MemoryRecord) { return body.length > 280 ? `${body.slice(0, 277)}...` : body; } +function governanceLabel(record: MemoryRecord) { + const scope = `${record.scopeType}${record.scopeId ? `:${record.scopeId.slice(0, 8)}` : ""}`; + return `${scope} • ${record.sensitivityLabel} • ${record.retentionState}`; +} + function operationCost(operation: MemoryOperation) { const total = operation.usage.reduce((sum, item) => sum + item.costCents, 0); return total > 0 ? formatCents(total) : "-"; @@ -134,6 +139,9 @@ export function AgentMemoryTab({
Automatic capture hooks write recent run summaries and issue context into the resolved binding.
+
+ Hydration can read org memory plus this agent, issue, project, workspace, and run scopes when present. Restricted records are withheld from agent prompts unless explicitly allowed. +
)} @@ -185,8 +193,13 @@ export function AgentMemoryTab({
{record.title ?? describeRecordSource(record)}
- {describeRecordSource(record)} • {relativeTime(record.createdAt)} + {describeRecordSource(record)} • {governanceLabel(record)} • {relativeTime(record.createdAt)}
+ {record.citation?.label || record.citation?.sourceTitle ? ( +
+ Citation: {record.citation.label ?? record.citation.sourceTitle} +
+ ) : null}
{record.scope.issueId ? `Issue ${record.scope.issueId.slice(0, 8)}` : "No issue scope"} diff --git a/ui/src/components/CompanyMemorySettings.tsx b/ui/src/components/CompanyMemorySettings.tsx index 0f058a8c0e3..f3e38751bd0 100644 --- a/ui/src/components/CompanyMemorySettings.tsx +++ b/ui/src/components/CompanyMemorySettings.tsx @@ -2,8 +2,11 @@ import { useEffect, useMemo, useState } from "react"; import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query"; import type { MemoryBinding, + MemoryListRecordsQuery, MemoryProviderDescriptor, + MemoryRecord, } from "@paperclipai/shared"; +import { MEMORY_RETENTION_STATES, MEMORY_SCOPE_TYPES, MEMORY_SENSITIVITY_LABELS } from "@paperclipai/shared"; import { memoryApi } from "../api/memory"; import { useToast } from "../context/ToastContext"; import { queryKeys } from "../lib/queryKeys"; @@ -60,6 +63,15 @@ function providerDescription(provider: MemoryProviderDescriptor | undefined) { return provider?.description ?? "Memory provider"; } +function summarizeRecord(record: MemoryRecord) { + const text = (record.summary ?? record.content).replace(/\s+/g, " ").trim(); + return text.length > 220 ? `${text.slice(0, 217)}...` : text; +} + +function recordScopeLabel(record: MemoryRecord) { + return `${record.scopeType}${record.scopeId ? `:${record.scopeId.slice(0, 8)}` : ""}`; +} + function MemoryBindingCard({ binding, isDefault, @@ -229,6 +241,15 @@ export function CompanyMemorySettings({ companyId }: { companyId: string }) { const [enabled, setEnabled] = useState(true); const [makeDefault, setMakeDefault] = useState(true); const [createError, setCreateError] = useState(null); + const [recordScopeType, setRecordScopeType] = useState(""); + const [recordSensitivity, setRecordSensitivity] = useState(""); + const [recordRetentionState, setRecordRetentionState] = useState(""); + const [includeRevoked, setIncludeRevoked] = useState(false); + const [includeExpired, setIncludeExpired] = useState(false); + const [revokeReasonById, setRevokeReasonById] = useState>({}); + const [correctionRecord, setCorrectionRecord] = useState(null); + const [correctionContent, setCorrectionContent] = useState(""); + const [correctionReason, setCorrectionReason] = useState(""); const providersQuery = useQuery({ queryKey: queryKeys.memory.providers(companyId), @@ -245,6 +266,22 @@ export function CompanyMemorySettings({ companyId }: { companyId: string }) { queryFn: () => memoryApi.listTargets(companyId), }); + const recordsFilters: Partial = { + includeDeleted: false, + scopeType: recordScopeType || undefined, + sensitivityLabel: recordSensitivity || undefined, + retentionState: recordRetentionState || undefined, + includeRevoked, + includeExpired, + includeSuperseded: false, + limit: 25, + } as Partial; + + const recordsQuery = useQuery({ + queryKey: queryKeys.memory.records(companyId, recordsFilters), + queryFn: () => memoryApi.listRecords(companyId, recordsFilters), + }); + const providersByKey = useMemo( () => new Map((providersQuery.data ?? []).map((provider) => [provider.key, provider])), [providersQuery.data], @@ -325,6 +362,73 @@ export function CompanyMemorySettings({ companyId }: { companyId: string }) { }, }); + const revokeRecord = useMutation({ + mutationFn: ({ recordId, reason }: { recordId: string; reason: string }) => + memoryApi.revoke(companyId, { selector: { recordIds: [recordId] }, reason }), + onSuccess: async () => { + await queryClient.invalidateQueries({ queryKey: queryKeys.memory.all }); + pushToast({ + title: "Memory record revoked", + body: "The record is now hidden from browse and prompt hydration by default.", + tone: "success", + }); + }, + onError: (error) => { + pushToast({ + title: "Failed to revoke memory record", + body: error instanceof Error ? error.message : "Unknown error", + tone: "error", + }); + }, + }); + + const correctRecord = useMutation({ + mutationFn: () => { + if (!correctionRecord) throw new Error("No memory record selected"); + return memoryApi.correctRecord(companyId, correctionRecord.id, { + content: correctionContent, + reason: correctionReason, + }); + }, + onSuccess: async () => { + setCorrectionRecord(null); + setCorrectionContent(""); + setCorrectionReason(""); + await queryClient.invalidateQueries({ queryKey: queryKeys.memory.all }); + pushToast({ + title: "Memory record corrected", + body: "The original record was superseded and the correction is now the active memory.", + tone: "success", + }); + }, + onError: (error) => { + pushToast({ + title: "Failed to correct memory record", + body: error instanceof Error ? error.message : "Unknown error", + tone: "error", + }); + }, + }); + + const sweepRetention = useMutation({ + mutationFn: () => memoryApi.sweepRetention(companyId), + onSuccess: async (result) => { + await queryClient.invalidateQueries({ queryKey: queryKeys.memory.all }); + pushToast({ + title: "Retention sweep completed", + body: `${result.expiredRecordIds.length} expired record${result.expiredRecordIds.length === 1 ? "" : "s"} marked.`, + tone: "success", + }); + }, + onError: (error) => { + pushToast({ + title: "Failed to sweep memory retention", + body: error instanceof Error ? error.message : "Unknown error", + tone: "error", + }); + }, + }); + const isLoading = providersQuery.isLoading || bindingsQuery.isLoading || targetsQuery.isLoading; const error = providersQuery.error ?? bindingsQuery.error ?? targetsQuery.error ?? null; @@ -450,6 +554,196 @@ export function CompanyMemorySettings({ companyId }: { companyId: string }) { )}
+ +
+
+
+

Governed records

+

+ Inspect memory by scope, sensitivity, and retention state. Revoked, expired, and superseded records stay auditable but are excluded from hydration by default. +

+
+ +
+ +
+
+ + +
+
+ + +
+
+ + +
+
+ +
+ + +
+ + {recordsQuery.isLoading ? ( +

Loading governed records...

+ ) : recordsQuery.error ? ( +

{recordsQuery.error.message}

+ ) : (recordsQuery.data ?? []).length === 0 ? ( +
+ No memory records match the current filters. +
+ ) : ( +
+ {(recordsQuery.data ?? []).map((record) => { + const revokeReason = revokeReasonById[record.id] ?? ""; + const canMutate = record.retentionState === "active" && !record.revokedAt && !record.supersededByRecordId; + return ( +
+
+
+
{record.title ?? record.source?.kind ?? "Memory record"}
+
+ {recordScopeLabel(record)} • {record.sensitivityLabel} • {record.retentionState} + {record.expiresAt ? ` • expires ${new Date(record.expiresAt).toLocaleDateString()}` : ""} +
+ {record.citation?.label || record.citation?.sourceTitle ? ( +
+ Citation: {record.citation.label ?? record.citation.sourceTitle} +
+ ) : null} +
+
+ +
+
+

{summarizeRecord(record)}

+ {canMutate ? ( +
+ + setRevokeReasonById((current) => ({ ...current, [record.id]: event.target.value })) + } + placeholder="Reason required to revoke" + /> + +
+ ) : null} +
+ ); + })} +
+ )} + + {correctionRecord ? ( +
+
+
+

Correct memory record

+

+ This creates a superseding record and keeps the original for audit history. +

+
+ +
+