diff --git a/packages/db/src/migrations/0058_lovely_eternals.sql b/packages/db/src/migrations/0058_lovely_eternals.sql new file mode 100644 index 00000000000..e26d22737bf --- /dev/null +++ b/packages/db/src/migrations/0058_lovely_eternals.sql @@ -0,0 +1,6 @@ +ALTER TABLE "memory_local_records" ADD COLUMN "review_state" text DEFAULT 'pending' NOT NULL;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "reviewed_at" timestamp with time zone;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "reviewed_by_actor_type" text;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "reviewed_by_actor_id" text;--> statement-breakpoint +ALTER TABLE "memory_local_records" ADD COLUMN "review_note" text;--> statement-breakpoint +CREATE INDEX "memory_local_records_company_review_created_idx" ON "memory_local_records" USING btree ("company_id","review_state","created_at"); \ No newline at end of file diff --git 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"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 1aa10aabbb5..7016d2f8f69 100644 --- a/packages/db/src/migrations/meta/_journal.json +++ b/packages/db/src/migrations/meta/_journal.json @@ -407,6 +407,13 @@ "when": 1776377673907, "tag": "0057_misty_riptide", "breakpoints": true + }, + { + "idx": 58, + "version": "7", + "when": 1776647797670, + "tag": "0058_lovely_eternals", + "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 9d093b32785..57b90e0a814 100644 --- a/packages/db/src/schema/memory_local_records.ts +++ b/packages/db/src/schema/memory_local_records.ts @@ -10,6 +10,7 @@ import { memoryOperations } from "./memory_operations.js"; import type { MemoryPrincipalType, MemoryRetentionState, + MemoryReviewState, MemoryScopeType, MemorySensitivityLabel, MemorySourceKind, @@ -50,6 +51,11 @@ export const memoryLocalRecords = pgTable( retentionPolicy: jsonb("retention_policy").$type | null>(), expiresAt: timestamp("expires_at", { withTimezone: true }), retentionState: text("retention_state").$type().notNull().default("active"), + reviewState: text("review_state").$type().notNull().default("pending"), + reviewedAt: timestamp("reviewed_at", { withTimezone: true }), + reviewedByActorType: text("reviewed_by_actor_type").$type(), + reviewedByActorId: text("reviewed_by_actor_id"), + reviewNote: text("review_note"), citationJson: jsonb("citation_json").$type | null>(), supersedesRecordId: uuid("supersedes_record_id"), supersededByRecordId: uuid("superseded_by_record_id"), @@ -95,6 +101,11 @@ export const memoryLocalRecords = pgTable( table.expiresAt, table.createdAt, ), + companyReviewCreatedIdx: index("memory_local_records_company_review_created_idx").on( + table.companyId, + table.reviewState, + table.createdAt, + ), contentSearchIdx: index("memory_local_records_fts_idx").using( "gin", sql`to_tsvector('english', coalesce(${table.title}, '') || ' ' || ${table.content})`, diff --git a/packages/plugins/plugin-qmd-memory/src/lib/provider.ts b/packages/plugins/plugin-qmd-memory/src/lib/provider.ts index 40a4a591699..2da8bfca99f 100644 --- a/packages/plugins/plugin-qmd-memory/src/lib/provider.ts +++ b/packages/plugins/plugin-qmd-memory/src/lib/provider.ts @@ -1,7 +1,11 @@ import { randomUUID } from "node:crypto"; +import { constants as fsConstants } from "node:fs"; +import { access, mkdir } from "node:fs/promises"; import path from "node:path"; import type { MemoryBinding, + MemoryProviderConfigMetadata, + MemoryProviderHealthCheck, MemoryProviderCaptureInput, MemoryProviderForgetInput, MemoryProviderQueryInput, @@ -35,6 +39,39 @@ function normalizeNullableString(value: unknown) { return typeof value === "string" ? value : null; } +function normalizeScopeType(scope: MemoryScope, fallback: MemoryRecord["scopeType"] = "org"): MemoryRecord["scopeType"] { + 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: MemoryRecord["scopeType"], 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 normalizeDate(value: string | Date | null | undefined) { + if (!value) return null; + return value instanceof Date ? value : new Date(value); +} + function clampInt(value: unknown, fallback: number, min: number, max: number) { if (typeof value !== "number" || !Number.isFinite(value)) return fallback; return Math.min(Math.max(Math.floor(value), min), max); @@ -81,6 +118,8 @@ function buildRecord( recordId: string, now: Date, ): MemoryRecord { + const scopeType = input.scopeType ?? input.scope.scopeType ?? normalizeScopeType(input.scope); + const scopeId = input.scopeId ?? input.scope.scopeId ?? normalizeScopeId(input.binding.companyId, scopeType, input.scope); return { id: recordId, companyId: input.binding.companyId, @@ -88,6 +127,24 @@ function buildRecord( providerKey: input.binding.providerKey, scope: input.scope, source: input.source, + scopeType, + scopeId, + owner: input.owner ?? input.createdBy ?? null, + createdBy: input.createdBy ?? null, + sensitivityLabel: input.sensitivityLabel ?? "internal", + retentionPolicy: input.retentionPolicy ?? null, + expiresAt: normalizeDate(input.expiresAt), + retentionState: "active", + reviewState: "pending", + reviewedAt: null, + reviewedBy: null, + reviewNote: null, + citation: input.citation ?? null, + supersedesRecordId: null, + supersededByRecordId: null, + revokedAt: null, + revokedBy: null, + revocationReason: null, title: input.title ?? null, content: input.content, summary: input.summary ?? null, @@ -107,6 +164,136 @@ export function resolveQmdMemoryDataDir(dataDir?: string) { return dataDir ?? process.env[QMD_PLUGIN_DATA_DIR_ENV] ?? buildFallbackDataDir(); } +export function buildQmdMemoryConfigMetadata(dataDir = resolveQmdMemoryDataDir()): MemoryProviderConfigMetadata { + return { + suggestedConfig: { + searchMode: "query", + topK: 5, + autoIndexOnWrite: true, + qmdBinaryPath: null, + }, + pathSuggestions: [ + { + key: "dataDir", + label: "QMD storage root", + path: dataDir, + description: "Default plugin data directory used for markdown memory records and qmd indexes.", + }, + ], + healthChecks: [ + { + key: "dataDir", + label: "Storage directory", + status: "unknown", + message: "Checked by the QMD plugin health endpoint.", + }, + { + key: "qmdBinary", + label: "qmd binary", + status: "unknown", + message: "Checked by the QMD plugin health endpoint.", + }, + ], + fields: [ + { + key: "searchMode", + label: "Search mode", + description: "qmd command used for retrieval.", + input: "select", + defaultValue: "query", + suggestedValue: "query", + options: [ + { value: "query", label: "Query" }, + { value: "search", label: "Search" }, + { value: "vsearch", label: "Vector search" }, + ], + }, + { + key: "topK", + label: "Result limit", + description: "Maximum qmd hits requested before Paperclip policy filtering.", + input: "number", + defaultValue: 5, + suggestedValue: 5, + min: 1, + max: 25, + }, + { + key: "autoIndexOnWrite", + label: "Auto-index on write", + description: "Refresh the qmd index after captures and forgets.", + input: "boolean", + defaultValue: true, + suggestedValue: true, + }, + { + key: "qmdBinaryPath", + label: "qmd binary path", + description: "Optional absolute path to qmd. Leave empty to use qmd from PATH.", + input: "path", + defaultValue: null, + suggestedValue: null, + placeholder: "qmd", + }, + ], + }; +} + +export async function checkQmdMemoryHealth(options: { + dataDir?: string; + qmdClient?: QmdClient; + qmdBinaryPath?: string | null; +} = {}) { + const dataDir = resolveQmdMemoryDataDir(options.dataDir); + const qmdClient = options.qmdClient ?? createQmdClient(); + const checks: MemoryProviderHealthCheck[] = []; + + try { + await mkdir(dataDir, { recursive: true }); + await access(dataDir, fsConstants.W_OK); + checks.push({ + key: "dataDir", + label: "Storage directory", + status: "ok", + message: "QMD memory storage directory is writable.", + details: { dataDir }, + }); + } catch (error) { + checks.push({ + key: "dataDir", + label: "Storage directory", + status: "error", + message: error instanceof Error ? error.message : "QMD memory storage directory is not accessible.", + details: { dataDir }, + }); + } + + if (qmdClient.checkHealth) { + const binary = await qmdClient.checkHealth({ binaryPath: options.qmdBinaryPath }); + checks.push({ + key: "qmdBinary", + label: "qmd binary", + status: binary.available ? "ok" : "warning", + message: binary.message, + details: { + binaryPath: binary.binaryPath, + }, + }); + } else { + checks.push({ + key: "qmdBinary", + label: "qmd binary", + status: "unknown", + message: "qmd binary health check is unavailable for this client.", + }); + } + + return { + dataDir, + checks, + }; +} + async function maybeRefreshIndex( qmdClient: QmdClient, binding: MemoryBinding, diff --git a/packages/plugins/plugin-qmd-memory/src/lib/qmd.ts b/packages/plugins/plugin-qmd-memory/src/lib/qmd.ts index 54dd2ddc8f6..b865c9b92a1 100644 --- a/packages/plugins/plugin-qmd-memory/src/lib/qmd.ts +++ b/packages/plugins/plugin-qmd-memory/src/lib/qmd.ts @@ -24,6 +24,13 @@ export interface QmdQueryHit { } export interface QmdClient { + checkHealth?(input: { + binaryPath?: string | null; + }): Promise<{ + available: boolean; + binaryPath: string; + message: string; + }>; refreshIndex(input: { bindingDir: string; binaryPath?: string | null; @@ -98,6 +105,24 @@ export async function defaultQmdExecutor( export function createQmdClient(executor: QmdExecutor = defaultQmdExecutor): QmdClient { return { + async checkHealth(input) { + const binaryPath = input.binaryPath ?? "qmd"; + try { + await executor(binaryPath, ["--version"], { cwd: process.cwd(), timeoutMs: 5_000 }); + return { + available: true, + binaryPath, + message: "qmd binary is available", + }; + } catch (error) { + return { + available: false, + binaryPath, + message: error instanceof Error ? error.message : "qmd binary check failed", + }; + } + }, + async refreshIndex(input) { await executor( input.binaryPath ?? "qmd", diff --git a/packages/plugins/plugin-qmd-memory/src/lib/storage.ts b/packages/plugins/plugin-qmd-memory/src/lib/storage.ts index 4d454f9ee60..38273181cb2 100644 --- a/packages/plugins/plugin-qmd-memory/src/lib/storage.ts +++ b/packages/plugins/plugin-qmd-memory/src/lib/storage.ts @@ -25,14 +25,92 @@ function parseDate(value: unknown) { function normalizeScope(value: unknown): MemoryScope { if (!isPlainRecord(value)) return {}; return { + scopeType: asString(value.scopeType) as MemoryScope["scopeType"], + scopeId: asString(value.scopeId), agentId: asString(value.agentId), + workspaceId: asString(value.workspaceId), projectId: asString(value.projectId), issueId: asString(value.issueId), runId: asString(value.runId), + teamId: asString(value.teamId), subjectId: asString(value.subjectId), + allowedScopes: Array.isArray(value.allowedScopes) + ? value.allowedScopes + .filter(isPlainRecord) + .map((scope) => ({ + type: asString(scope.type) as MemoryRecord["scopeType"], + id: asString(scope.id), + })) + .filter((scope) => Boolean(scope.type)) + : null, + maxSensitivityLabel: asString(value.maxSensitivityLabel) as MemoryScope["maxSensitivityLabel"], }; } +function normalizeScopeType(scope: MemoryScope, value: unknown): MemoryRecord["scopeType"] { + const raw = asString(value); + if (raw === "run" || raw === "agent" || raw === "workspace" || raw === "project" || raw === "team" || raw === "org") { + return raw; + } + 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 "org"; +} + +function normalizeScopeId(companyId: string, scopeType: MemoryRecord["scopeType"], scope: MemoryScope, value: unknown) { + const raw = asString(value); + if (raw) return raw; + 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 normalizePrincipal(value: unknown): MemoryRecord["owner"] { + if (!isPlainRecord(value)) return null; + const type = asString(value.type); + const id = asString(value.id); + if (!type || !id) return null; + return { type: type as NonNullable["type"], id }; +} + +function normalizeSensitivityLabel(value: unknown): MemoryRecord["sensitivityLabel"] { + const raw = asString(value); + if (raw === "public" || raw === "internal" || raw === "confidential" || raw === "restricted") return raw; + return "internal"; +} + +function normalizeRetentionState(value: unknown): MemoryRecord["retentionState"] { + const raw = asString(value); + if (raw === "active" || raw === "expired" || raw === "revoked") return raw; + return "active"; +} + +function normalizeReviewState(value: unknown): MemoryRecord["reviewState"] { + const raw = asString(value); + if (raw === "pending" || raw === "accepted" || raw === "rejected") return raw; + return "pending"; +} + +function normalizeCitation(value: unknown): MemoryRecord["citation"] { + return isPlainRecord(value) ? (value as MemoryRecord["citation"]) : null; +} + function normalizeSource(value: unknown): MemorySourceRef | null { if (!isPlainRecord(value)) return null; const kind = asString(value.kind); @@ -98,6 +176,24 @@ export async function writeStoredRecord(dataDir: string, binding: MemoryBinding, providerKey: input.record.providerKey, scope: input.record.scope, source: input.record.source, + scopeType: input.record.scopeType, + scopeId: input.record.scopeId, + owner: input.record.owner, + createdBy: input.record.createdBy, + sensitivityLabel: input.record.sensitivityLabel, + retentionPolicy: input.record.retentionPolicy, + expiresAt: input.record.expiresAt?.toISOString() ?? null, + retentionState: input.record.retentionState, + reviewState: input.record.reviewState, + reviewedAt: input.record.reviewedAt?.toISOString() ?? null, + reviewedBy: input.record.reviewedBy, + reviewNote: input.record.reviewNote, + citation: input.record.citation, + supersedesRecordId: input.record.supersedesRecordId, + supersededByRecordId: input.record.supersededByRecordId, + revokedAt: input.record.revokedAt?.toISOString() ?? null, + revokedBy: input.record.revokedBy, + revocationReason: input.record.revocationReason, title: input.record.title, summary: input.record.summary, metadata: input.record.metadata, @@ -125,14 +221,35 @@ export async function readStoredRecord(filePath: string): Promise PluginMemoryProvider; @@ -19,14 +19,20 @@ export function createQmdMemoryPlugin(opts?: { async onHealth() { const configuredDataDir = process.env[QMD_PLUGIN_DATA_DIR_ENV] ?? null; + const health = await checkQmdMemoryHealth(); + const hasError = health.checks.some((check) => check.status === "error"); + const hasWarning = health.checks.some((check) => check.status === "warning"); return { - status: "ok", - message: configuredDataDir - ? "QMD memory provider is ready" - : "QMD memory provider is ready with fallback local data dir", + status: hasError ? "error" : hasWarning ? "degraded" : "ok", + message: hasError + ? "QMD memory provider has health check failures" + : configuredDataDir + ? "QMD memory provider is ready" + : "QMD memory provider is ready with fallback local data dir", details: { - dataDir: resolveQmdMemoryDataDir(), + dataDir: health.dataDir, usingFallbackDataDir: configuredDataDir === null, + checks: health.checks, }, }; }, diff --git a/packages/plugins/plugin-qmd-memory/tests/provider.spec.ts b/packages/plugins/plugin-qmd-memory/tests/provider.spec.ts index 97c9f03c8bf..45c8d7a40c3 100644 --- a/packages/plugins/plugin-qmd-memory/tests/provider.spec.ts +++ b/packages/plugins/plugin-qmd-memory/tests/provider.spec.ts @@ -2,8 +2,8 @@ import { mkdtemp, readFile } from "node:fs/promises"; import os from "node:os"; import path from "node:path"; import { afterEach, describe, expect, it, vi } from "vitest"; -import type { MemoryBinding } from "@paperclipai/plugin-sdk"; -import { createQmdMemoryProvider } from "../src/lib/provider.js"; +import type { MemoryBinding, MemoryProviderConfigFieldMetadata } from "@paperclipai/plugin-sdk"; +import { buildQmdMemoryConfigMetadata, checkQmdMemoryHealth, createQmdMemoryProvider } from "../src/lib/provider.js"; import { resolveRecordPath } from "../src/lib/storage.js"; const fixedNow = new Date("2026-04-13T14:00:00.000Z"); @@ -181,3 +181,58 @@ describe("createQmdMemoryProvider", () => { }); }); }); + +describe("QMD memory provider config metadata", () => { + const tempDirs: string[] = []; + + afterEach(async () => { + await Promise.all(tempDirs.map(async (dir) => { + await import("node:fs/promises").then((fs) => fs.rm(dir, { recursive: true, force: true })); + })); + tempDirs.length = 0; + }); + + it("suggests a storage root and field-level config metadata", () => { + const metadata = buildQmdMemoryConfigMetadata("/tmp/paperclip-qmd"); + + expect(metadata.pathSuggestions?.[0]).toMatchObject({ + key: "dataDir", + path: "/tmp/paperclip-qmd", + }); + expect(metadata.suggestedConfig).toMatchObject({ + searchMode: "query", + topK: 5, + autoIndexOnWrite: true, + qmdBinaryPath: null, + }); + expect(metadata.fields.map((field: MemoryProviderConfigFieldMetadata) => field.key)).toEqual([ + "searchMode", + "topK", + "autoIndexOnWrite", + "qmdBinaryPath", + ]); + }); + + it("reports storage and qmd binary health details", async () => { + const dataDir = await mkdtemp(path.join(os.tmpdir(), "paperclip-qmd-memory-health-")); + tempDirs.push(dataDir); + const health = await checkQmdMemoryHealth({ + dataDir, + qmdClient: { + refreshIndex: vi.fn(), + query: vi.fn(), + checkHealth: vi.fn().mockResolvedValue({ + available: false, + binaryPath: "qmd", + message: "qmd binary not found: qmd", + }), + }, + }); + + expect(health.dataDir).toBe(dataDir); + expect(health.checks).toEqual([ + expect.objectContaining({ key: "dataDir", status: "ok" }), + expect.objectContaining({ key: "qmdBinary", status: "warning" }), + ]); + }); +}); diff --git a/packages/plugins/sdk/src/index.ts b/packages/plugins/sdk/src/index.ts index 020c0f0b496..08b872d14ac 100644 --- a/packages/plugins/sdk/src/index.ts +++ b/packages/plugins/sdk/src/index.ts @@ -254,6 +254,13 @@ export type { MemoryProviderQueryOutput, MemoryOperation, MemoryProviderCapabilities, + MemoryProviderConfigFieldInput, + MemoryProviderConfigFieldOption, + MemoryProviderConfigFieldMetadata, + MemoryProviderHealthStatus, + MemoryProviderHealthCheck, + MemoryProviderConfigPathSuggestion, + MemoryProviderConfigMetadata, MemoryProviderDescriptor, MemoryRecord, MemoryResolvedBinding, diff --git a/packages/plugins/sdk/src/types.ts b/packages/plugins/sdk/src/types.ts index f139e21c315..ad1fc7807fd 100644 --- a/packages/plugins/sdk/src/types.ts +++ b/packages/plugins/sdk/src/types.ts @@ -26,6 +26,13 @@ import type { Company, MemoryOperation, MemoryProviderCapabilities, + MemoryProviderConfigFieldInput, + MemoryProviderConfigFieldOption, + MemoryProviderConfigFieldMetadata, + MemoryProviderHealthStatus, + MemoryProviderHealthCheck, + MemoryProviderConfigPathSuggestion, + MemoryProviderConfigMetadata, MemoryProviderDescriptor, MemoryResolvedBinding, MemoryUsage, @@ -86,6 +93,13 @@ export type { MemoryForgetResult, MemoryOperation, MemoryProviderCapabilities, + MemoryProviderConfigFieldInput, + MemoryProviderConfigFieldOption, + MemoryProviderConfigFieldMetadata, + MemoryProviderHealthStatus, + MemoryProviderHealthCheck, + MemoryProviderConfigPathSuggestion, + MemoryProviderConfigMetadata, MemoryProviderDescriptor, MemoryQueryResult, MemoryRecord, diff --git a/packages/shared/src/constants.ts b/packages/shared/src/constants.ts index a4ac6997751..e1ef203d2cb 100644 --- a/packages/shared/src/constants.ts +++ b/packages/shared/src/constants.ts @@ -387,7 +387,7 @@ export const PERMISSION_KEYS = [ ] as const; export type PermissionKey = (typeof PERMISSION_KEYS)[number]; -export const MEMORY_BINDING_TARGET_TYPES = ["company", "agent"] as const; +export const MEMORY_BINDING_TARGET_TYPES = ["company", "project", "agent"] as const; export type MemoryBindingTargetType = (typeof MEMORY_BINDING_TARGET_TYPES)[number]; export const MEMORY_PROVIDER_KINDS = ["builtin", "plugin"] as const; @@ -402,6 +402,7 @@ export const MEMORY_OPERATION_TYPES = [ "forget", "revoke", "correct", + "review", "retention_sweep", ] as const; export type MemoryOperationType = (typeof MEMORY_OPERATION_TYPES)[number]; @@ -452,6 +453,9 @@ 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]; +export const MEMORY_REVIEW_STATES = ["pending", "accepted", "rejected"] as const; +export type MemoryReviewState = (typeof MEMORY_REVIEW_STATES)[number]; + // --------------------------------------------------------------------------- // Plugin System — see doc/plugins/PLUGIN_SPEC.md for the full specification // --------------------------------------------------------------------------- @@ -602,6 +606,7 @@ export const PLUGIN_RESERVED_COMPANY_ROUTE_SEGMENTS = [ "agents", "projects", "issues", + "memories", "goals", "approvals", "costs", diff --git a/packages/shared/src/index.ts b/packages/shared/src/index.ts index 2b974e67cdc..d5a6039fb83 100644 --- a/packages/shared/src/index.ts +++ b/packages/shared/src/index.ts @@ -72,6 +72,7 @@ export { MEMORY_PRINCIPAL_TYPES, MEMORY_SENSITIVITY_LABELS, MEMORY_RETENTION_STATES, + MEMORY_REVIEW_STATES, PLUGIN_API_VERSION, PLUGIN_STATUSES, PLUGIN_CATEGORIES, @@ -157,6 +158,7 @@ export { type MemoryPrincipalType, type MemorySensitivityLabel, type MemoryRetentionState, + type MemoryReviewState, type PluginStatus, type PluginCategory, type PluginCapability, @@ -296,6 +298,13 @@ export type { Approval, ApprovalComment, MemoryProviderCapabilities, + MemoryProviderConfigFieldInput, + MemoryProviderConfigFieldOption, + MemoryProviderConfigFieldMetadata, + MemoryProviderHealthStatus, + MemoryProviderHealthCheck, + MemoryProviderConfigPathSuggestion, + MemoryProviderConfigMetadata, MemoryProviderDescriptor, MemoryUsage, MemoryGovernedScope, @@ -316,6 +325,7 @@ export type { MemoryRevokeSelector, MemoryRevokeResult, MemoryCorrectResult, + MemoryReviewResult, MemoryRetentionSweepResult, MemoryProviderQueryInput, MemoryProviderQueryOutput, @@ -600,15 +610,22 @@ export { memoryScopeSchema, memorySourceRefSchema, memoryProviderCapabilitiesSchema, + memoryProviderConfigFieldOptionSchema, + memoryProviderConfigFieldMetadataSchema, + memoryProviderHealthCheckSchema, + memoryProviderConfigPathSuggestionSchema, + memoryProviderConfigMetadataSchema, createMemoryBindingSchema, updateMemoryBindingSchema, setCompanyMemoryBindingSchema, setAgentMemoryBindingSchema, + setProjectMemoryBindingSchema, memoryQuerySchema, memoryCaptureSchema, memoryForgetSchema, memoryRevokeSchema, memoryCorrectSchema, + memoryReviewSchema, memoryRetentionSweepSchema, memoryListRecordsQuerySchema, memoryListOperationsQuerySchema, @@ -637,11 +654,13 @@ export { type UpdateMemoryBinding, type SetCompanyMemoryBinding, type SetAgentMemoryBinding, + type SetProjectMemoryBinding, type MemoryQuery, type MemoryCapture, type MemoryForget, type MemoryRevoke, type MemoryCorrect, + type MemoryReview, type MemoryRetentionSweep, type MemoryListRecordsQuery, type MemoryListOperationsQuery, diff --git a/packages/shared/src/types/index.ts b/packages/shared/src/types/index.ts index 03ac3a0a239..c52a5c0506a 100644 --- a/packages/shared/src/types/index.ts +++ b/packages/shared/src/types/index.ts @@ -121,6 +121,13 @@ export type { Goal } from "./goal.js"; export type { Approval, ApprovalComment } from "./approval.js"; export type { MemoryProviderCapabilities, + MemoryProviderConfigFieldInput, + MemoryProviderConfigFieldOption, + MemoryProviderConfigFieldMetadata, + MemoryProviderHealthStatus, + MemoryProviderHealthCheck, + MemoryProviderConfigPathSuggestion, + MemoryProviderConfigMetadata, MemoryProviderDescriptor, MemoryUsage, MemoryGovernedScope, @@ -140,6 +147,8 @@ export type { MemoryForgetResult, MemoryRevokeSelector, MemoryRevokeResult, + MemoryReview, + MemoryReviewResult, MemoryCorrectResult, MemoryRetentionSweepResult, MemoryProviderQueryInput, diff --git a/packages/shared/src/types/memory.ts b/packages/shared/src/types/memory.ts index ebc000b3cfb..3f3045707f2 100644 --- a/packages/shared/src/types/memory.ts +++ b/packages/shared/src/types/memory.ts @@ -7,6 +7,7 @@ import type { MemoryPrincipalType, MemoryProviderKind, MemoryRetentionState, + MemoryReviewState, MemoryScopeType, MemorySensitivityLabel, MemorySourceKind, @@ -20,6 +21,59 @@ export interface MemoryProviderCapabilities { providerManagedExtraction: boolean; } +export type MemoryProviderConfigFieldInput = + | "text" + | "number" + | "boolean" + | "select" + | "path" + | "secret"; + +export interface MemoryProviderConfigFieldOption { + value: string | number | boolean | null; + label: string; + description?: string | null; +} + +export interface MemoryProviderConfigFieldMetadata { + key: string; + label: string; + description?: string | null; + input: MemoryProviderConfigFieldInput; + required?: boolean; + secret?: boolean; + defaultValue?: unknown; + suggestedValue?: unknown; + placeholder?: string | null; + min?: number | null; + max?: number | null; + options?: MemoryProviderConfigFieldOption[]; +} + +export type MemoryProviderHealthStatus = "ok" | "warning" | "error" | "unknown"; + +export interface MemoryProviderHealthCheck { + key: string; + label: string; + status: MemoryProviderHealthStatus; + message?: string | null; + details?: Record | null; +} + +export interface MemoryProviderConfigPathSuggestion { + key: string; + label: string; + path: string; + description?: string | null; +} + +export interface MemoryProviderConfigMetadata { + fields: MemoryProviderConfigFieldMetadata[]; + suggestedConfig: Record; + pathSuggestions?: MemoryProviderConfigPathSuggestion[]; + healthChecks?: MemoryProviderHealthCheck[]; +} + export interface MemoryProviderDescriptor { key: string; displayName: string; @@ -28,6 +82,7 @@ export interface MemoryProviderDescriptor { pluginId: string | null; capabilities: MemoryProviderCapabilities; configSchema: Record | null; + configMetadata: MemoryProviderConfigMetadata | null; } export interface MemoryUsage { @@ -111,6 +166,13 @@ export interface MemoryResolvedBinding { targetType: MemoryBindingTargetType | null; targetId: string | null; binding: MemoryBinding | null; + source: + | "binding_key" + | "agent_override" + | "project_override" + | "company_default" + | "unconfigured"; + checkedTargetTypes: MemoryBindingTargetType[]; } export interface MemoryRecordHandle { @@ -133,6 +195,10 @@ export interface MemoryRecord { retentionPolicy: Record | null; expiresAt: Date | null; retentionState: MemoryRetentionState; + reviewState: MemoryReviewState; + reviewedAt: Date | null; + reviewedBy: MemoryPrincipalRef | null; + reviewNote: string | null; citation: MemoryCitation | null; supersedesRecordId: string | null; supersededByRecordId: string | null; @@ -288,6 +354,16 @@ export interface MemoryCorrectResult { correctedRecord: MemoryRecord; } +export interface MemoryReview { + reviewState: MemoryReviewState; + note?: string | null; +} + +export interface MemoryReviewResult { + operation: MemoryOperation; + record: MemoryRecord; +} + export interface MemoryRetentionSweepResult { operations: MemoryOperation[]; expiredRecordIds: string[]; diff --git a/packages/shared/src/types/plugin.ts b/packages/shared/src/types/plugin.ts index 6d70a374794..81d9f1a4b54 100644 --- a/packages/shared/src/types/plugin.ts +++ b/packages/shared/src/types/plugin.ts @@ -10,7 +10,7 @@ import type { PluginLauncherBounds, PluginLauncherRenderEnvironment, } from "../constants.js"; -import type { MemoryProviderCapabilities } from "./memory.js"; +import type { MemoryProviderCapabilities, MemoryProviderConfigMetadata } from "./memory.js"; // --------------------------------------------------------------------------- // JSON Schema placeholder – plugins declare config schemas as JSON Schema @@ -202,6 +202,8 @@ export interface PluginMemoryProviderDeclaration { capabilities?: Partial; /** Optional JSON Schema for provider-specific binding config. */ configSchema?: JsonSchema; + /** Optional UI metadata for rendering provider-specific binding config. */ + configMetadata?: MemoryProviderConfigMetadata; } // --------------------------------------------------------------------------- diff --git a/packages/shared/src/validators/index.ts b/packages/shared/src/validators/index.ts index 1cfe8144bfa..5db9404f115 100644 --- a/packages/shared/src/validators/index.ts +++ b/packages/shared/src/validators/index.ts @@ -241,15 +241,22 @@ export { memoryScopeSchema, memorySourceRefSchema, memoryProviderCapabilitiesSchema, + memoryProviderConfigFieldOptionSchema, + memoryProviderConfigFieldMetadataSchema, + memoryProviderHealthCheckSchema, + memoryProviderConfigPathSuggestionSchema, + memoryProviderConfigMetadataSchema, createMemoryBindingSchema, updateMemoryBindingSchema, setCompanyMemoryBindingSchema, setAgentMemoryBindingSchema, + setProjectMemoryBindingSchema, memoryQuerySchema, memoryCaptureSchema, memoryForgetSchema, memoryRevokeSchema, memoryCorrectSchema, + memoryReviewSchema, memoryRetentionSweepSchema, memoryListRecordsQuerySchema, memoryListOperationsQuerySchema, @@ -264,11 +271,13 @@ export { type UpdateMemoryBinding, type SetCompanyMemoryBinding, type SetAgentMemoryBinding, + type SetProjectMemoryBinding, type MemoryQuery, type MemoryCapture, type MemoryForget, type MemoryRevoke, type MemoryCorrect, + type MemoryReview, type MemoryRetentionSweep, type MemoryListRecordsQuery, type MemoryListOperationsQuery, diff --git a/packages/shared/src/validators/memory.ts b/packages/shared/src/validators/memory.ts index c060bfef2b3..ea2b1bbacd1 100644 --- a/packages/shared/src/validators/memory.ts +++ b/packages/shared/src/validators/memory.ts @@ -6,6 +6,7 @@ import { MEMORY_OPERATION_TYPES, MEMORY_PRINCIPAL_TYPES, MEMORY_RETENTION_STATES, + MEMORY_REVIEW_STATES, MEMORY_SCOPE_TYPES, MEMORY_SENSITIVITY_LABELS, MEMORY_SOURCE_KINDS, @@ -73,6 +74,59 @@ export const memoryProviderCapabilitiesSchema = z }) .strict(); +export const memoryProviderConfigFieldOptionSchema = z + .object({ + value: z.union([z.string(), z.number(), z.boolean(), z.null()]), + label: z.string().trim().min(1).max(120), + description: z.string().trim().max(500).nullable().optional(), + }) + .strict(); + +export const memoryProviderConfigFieldMetadataSchema = z + .object({ + key: z.string().trim().min(1).max(128), + label: z.string().trim().min(1).max(120), + description: z.string().trim().max(1000).nullable().optional(), + input: z.enum(["text", "number", "boolean", "select", "path", "secret"]), + required: z.boolean().optional(), + secret: z.boolean().optional(), + defaultValue: z.unknown().optional(), + suggestedValue: z.unknown().optional(), + placeholder: z.string().trim().max(500).nullable().optional(), + min: z.number().nullable().optional(), + max: z.number().nullable().optional(), + options: z.array(memoryProviderConfigFieldOptionSchema).max(50).optional(), + }) + .strict(); + +export const memoryProviderHealthCheckSchema = z + .object({ + key: z.string().trim().min(1).max(128), + label: z.string().trim().min(1).max(120), + status: z.enum(["ok", "warning", "error", "unknown"]), + message: z.string().trim().max(1000).nullable().optional(), + details: z.record(z.unknown()).nullable().optional(), + }) + .strict(); + +export const memoryProviderConfigPathSuggestionSchema = z + .object({ + key: z.string().trim().min(1).max(128), + label: z.string().trim().min(1).max(120), + path: z.string().trim().min(1).max(2000), + description: z.string().trim().max(1000).nullable().optional(), + }) + .strict(); + +export const memoryProviderConfigMetadataSchema = z + .object({ + fields: z.array(memoryProviderConfigFieldMetadataSchema).max(100), + suggestedConfig: z.record(z.unknown()), + pathSuggestions: z.array(memoryProviderConfigPathSuggestionSchema).max(20).optional(), + healthChecks: z.array(memoryProviderHealthCheckSchema).max(50).optional(), + }) + .strict(); + export const createMemoryBindingSchema = z .object({ key: z.string().trim().min(1).max(64).regex(/^[a-z0-9][a-z0-9_-]*$/, "Binding key must be lowercase letters, numbers, _ or -"), @@ -104,6 +158,12 @@ export const setAgentMemoryBindingSchema = z }) .strict(); +export const setProjectMemoryBindingSchema = z + .object({ + bindingId: z.string().uuid().nullable(), + }) + .strict(); + export const memoryQuerySchema = z .object({ bindingKey: z.string().trim().min(1).max(64).optional(), @@ -131,6 +191,7 @@ export const memoryCaptureSchema = z content: z.string().trim().min(1).max(20000), summary: z.string().trim().max(2000).nullable().optional(), metadata: z.record(z.unknown()).optional(), + reviewState: z.enum(MEMORY_REVIEW_STATES).optional().default("pending"), }) .strict(); @@ -176,6 +237,13 @@ export const memoryCorrectSchema = z }) .strict(); +export const memoryReviewSchema = z + .object({ + reviewState: z.enum(MEMORY_REVIEW_STATES), + note: z.string().trim().max(1000).nullable().optional(), + }) + .strict(); + export const memoryRetentionSweepSchema = z .object({ now: z.coerce.date().optional(), @@ -187,12 +255,14 @@ export const memoryRetentionSweepSchema = z export const memoryListRecordsQuerySchema = z .object({ bindingId: z.string().uuid().optional(), + providerKey: z.string().trim().min(1).max(128).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(), + reviewState: z.enum(MEMORY_REVIEW_STATES).optional(), expiresBefore: z.coerce.date().optional(), agentId: z.string().uuid().optional(), workspaceId: z.string().trim().min(1).max(200).optional(), @@ -201,6 +271,7 @@ export const memoryListRecordsQuerySchema = z teamId: z.string().trim().min(1).max(200).optional(), runId: z.string().uuid().optional(), sourceKind: z.enum(MEMORY_SOURCE_KINDS).optional(), + q: z.string().trim().min(1).max(500).optional(), includeDeleted: z.coerce.boolean().optional().default(false), includeRevoked: z.coerce.boolean().optional().default(false), includeExpired: z.coerce.boolean().optional().default(false), @@ -240,11 +311,13 @@ export type CreateMemoryBinding = z.infer; export type UpdateMemoryBinding = z.infer; export type SetCompanyMemoryBinding = z.infer; export type SetAgentMemoryBinding = z.infer; +export type SetProjectMemoryBinding = 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 MemoryReview = z.infer; export type MemoryRetentionSweep = z.infer; export type MemoryListRecordsQuery = z.infer; export type MemoryListOperationsQuery = z.infer; diff --git a/packages/shared/src/validators/plugin.ts b/packages/shared/src/validators/plugin.ts index a69a7cf12b3..52c1389c2fe 100644 --- a/packages/shared/src/validators/plugin.ts +++ b/packages/shared/src/validators/plugin.ts @@ -12,7 +12,7 @@ import { PLUGIN_LAUNCHER_RENDER_ENVIRONMENTS, PLUGIN_STATE_SCOPE_KINDS, } from "../constants.js"; -import { memoryProviderCapabilitiesSchema } from "./memory.js"; +import { memoryProviderCapabilitiesSchema, memoryProviderConfigMetadataSchema } from "./memory.js"; // --------------------------------------------------------------------------- // JSON Schema placeholder – a permissive validator for JSON Schema objects @@ -112,6 +112,7 @@ export const pluginMemoryProviderDeclarationSchema = z.object({ description: z.string().optional(), capabilities: memoryProviderCapabilitiesSchema.partial().optional(), configSchema: jsonSchemaSchema.optional(), + configMetadata: memoryProviderConfigMetadataSchema.optional(), }); export type PluginMemoryProviderDeclarationInput = z.infer; diff --git a/server/src/__tests__/memory-routes.test.ts b/server/src/__tests__/memory-routes.test.ts index d7715d0269c..e30ce47d030 100644 --- a/server/src/__tests__/memory-routes.test.ts +++ b/server/src/__tests__/memory-routes.test.ts @@ -18,11 +18,13 @@ const mockMemoryService = vi.hoisted(() => ({ setCompanyDefault: vi.fn(), resolveBinding: vi.fn(), setAgentOverride: vi.fn(), + setProjectOverride: vi.fn(), query: vi.fn(), capture: vi.fn(), forget: vi.fn(), revoke: vi.fn(), correct: vi.fn(), + review: vi.fn(), sweepRetention: vi.fn(), listRecords: vi.fn(), getRecord: vi.fn(), @@ -34,12 +36,17 @@ const mockAgentService = vi.hoisted(() => ({ getById: vi.fn(), })); +const mockProjectService = vi.hoisted(() => ({ + getById: vi.fn(), +})); + const mockLogActivity = vi.hoisted(() => vi.fn()); vi.mock("../services/index.js", () => ({ agentService: () => mockAgentService, logActivity: mockLogActivity, memoryService: () => mockMemoryService, + projectService: () => mockProjectService, })); function createApp(actor: Record) { @@ -79,6 +86,11 @@ describe("memory routes", () => { createdAt: new Date("2026-04-01T00:00:00.000Z"), updatedAt: new Date("2026-04-02T00:00:00.000Z"), }); + mockProjectService.getById.mockResolvedValue({ + id: "77777777-7777-4777-8777-777777777777", + companyId: companyA, + name: "Project A", + }); mockLogActivity.mockResolvedValue(undefined); }); @@ -202,4 +214,90 @@ describe("memory routes", () => { ); expect(mockLogActivity).toHaveBeenCalledOnce(); }); + + it("routes board review decisions through memory service", async () => { + const recordId = "44444444-4444-4444-8444-444444444444"; + mockMemoryService.review.mockResolvedValue({ + operation: { id: "op-1" }, + record: { id: recordId, reviewState: "accepted" }, + }); + const app = createApp({ + type: "board", + userId: "board-user", + source: "session", + companyIds: [companyA], + isInstanceAdmin: false, + }); + + const res = await request(app) + .patch(`/api/companies/${companyA}/memory/records/${recordId}/review`) + .set("Origin", "http://localhost:3100") + .send({ reviewState: "accepted", note: "Looks correct" }); + + expect(res.status).toBe(200); + expect(mockMemoryService.review).toHaveBeenCalledWith( + companyA, + recordId, + { reviewState: "accepted", note: "Looks correct" }, + expect.objectContaining({ actorType: "user", userId: "board-user" }), + ); + expect(mockLogActivity).toHaveBeenCalledOnce(); + }); + + it("sets project memory overrides through the owning project company", async () => { + const projectId = "77777777-7777-4777-8777-777777777777"; + mockMemoryService.setProjectOverride.mockResolvedValue({ + id: "88888888-8888-4888-8888-888888888888", + companyId: companyA, + bindingId, + targetType: "project", + targetId: projectId, + createdAt: new Date("2026-04-01T00:00:00.000Z"), + updatedAt: new Date("2026-04-01T00:00:00.000Z"), + }); + const app = createApp({ + type: "board", + userId: "board-user", + source: "session", + companyIds: [companyA], + isInstanceAdmin: false, + }); + + const res = await request(app) + .put(`/api/projects/${projectId}/memory-binding`) + .set("Origin", "http://localhost:3100") + .send({ bindingId }); + + expect(res.status).toBe(200); + expect(mockProjectService.getById).toHaveBeenCalledWith(projectId); + expect(mockMemoryService.setProjectOverride).toHaveBeenCalledWith(projectId, bindingId); + expect(mockLogActivity).toHaveBeenCalledWith( + expect.anything(), + expect.objectContaining({ + companyId: companyA, + action: "memory.project_override_set", + entityType: "project", + entityId: projectId, + }), + ); + }); + + it("blocks project memory overrides outside the board user's companies", async () => { + const projectId = "77777777-7777-4777-8777-777777777777"; + const app = createApp({ + type: "board", + userId: "board-user", + source: "session", + companyIds: [companyB], + isInstanceAdmin: false, + }); + + const res = await request(app) + .put(`/api/projects/${projectId}/memory-binding`) + .set("Origin", "http://localhost:3100") + .send({ bindingId }); + + expect(res.status).toBe(403); + expect(mockMemoryService.setProjectOverride).not.toHaveBeenCalled(); + }); }); diff --git a/server/src/__tests__/memory-service.test.ts b/server/src/__tests__/memory-service.test.ts index 319989deba5..93123c067e1 100644 --- a/server/src/__tests__/memory-service.test.ts +++ b/server/src/__tests__/memory-service.test.ts @@ -1,6 +1,43 @@ import { describe, expect, it, vi } from "vitest"; import { memoryService } from "../services/memory.js"; +function createQueuedSelectDb(selectResults: unknown[][]) { + const calls: Array<{ kind: string }> = []; + const makeThenable = () => ({ + from: vi.fn().mockReturnThis(), + innerJoin: vi.fn().mockReturnThis(), + where: vi.fn().mockReturnThis(), + orderBy: vi.fn().mockReturnThis(), + limit: vi.fn().mockReturnThis(), + then: vi.fn((resolve: (rows: unknown[]) => unknown) => { + calls.push({ kind: "select" }); + return Promise.resolve(resolve(selectResults.shift() ?? [])); + }), + }); + + return { + calls, + db: { + select: vi.fn(() => makeThenable()), + } as any, + }; +} + +function makeBinding(id: string, key: string, providerKey = "local_basic") { + const now = new Date("2026-04-01T00:00:00.000Z"); + return { + id, + companyId: "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa", + key, + name: key, + providerKey, + config: {}, + enabled: true, + createdAt: now, + updatedAt: now, + }; +} + describe("memoryService.forget", () => { it("rejects record sets that span multiple bindings", async () => { const rows = [ @@ -45,3 +82,101 @@ describe("memoryService.forget", () => { expect(db.update).not.toHaveBeenCalled(); }); }); + +describe("memoryService providers", () => { + it("exposes config metadata with field-level defaults for built-in providers", async () => { + const providers = await memoryService({} as any).providers(); + const local = providers.find((provider) => provider.key === "local_basic"); + + expect(local?.configMetadata?.suggestedConfig).toMatchObject({ + enablePreRunHydrate: true, + enablePostRunCapture: true, + maxHydrateSnippets: 5, + }); + expect(local?.configMetadata?.fields.map((field) => field.key)).toContain("maxHydrateSnippets"); + expect(local?.configMetadata?.healthChecks?.[0]).toMatchObject({ + key: "postgres", + status: "ok", + }); + }); +}); + +describe("memoryService.resolveBinding", () => { + it("prefers an agent override before project and company bindings", async () => { + const agentBinding = makeBinding("bbbbbbbb-bbbb-4bbb-8bbb-bbbbbbbbbbbb", "agent"); + const { db } = createQueuedSelectDb([ + [{ companyId: "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa" }], + [{ companyId: "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa" }], + [ + { + target: { + id: "target-agent", + companyId: "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa", + bindingId: agentBinding.id, + targetType: "agent", + targetId: "11111111-1111-4111-8111-111111111111", + createdAt: agentBinding.createdAt, + updatedAt: agentBinding.updatedAt, + }, + binding: agentBinding, + }, + ], + ]); + + const resolved = await memoryService(db).resolveBinding( + "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa", + { + agentId: "11111111-1111-4111-8111-111111111111", + projectId: "22222222-2222-4222-8222-222222222222", + }, + ); + + expect(resolved.source).toBe("agent_override"); + expect(resolved.checkedTargetTypes).toEqual(["agent"]); + expect(resolved.binding?.id).toBe(agentBinding.id); + }); + + it("falls back from project override to company default", async () => { + const companyBinding = makeBinding("cccccccc-cccc-4ccc-8ccc-cccccccccccc", "company"); + const { db } = createQueuedSelectDb([ + [{ companyId: "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa" }], + [], + [ + { + target: { + id: "target-company", + companyId: "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa", + bindingId: companyBinding.id, + targetType: "company", + targetId: "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa", + createdAt: companyBinding.createdAt, + updatedAt: companyBinding.updatedAt, + }, + binding: companyBinding, + }, + ], + ]); + + const resolved = await memoryService(db).resolveBinding( + "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa", + { projectId: "22222222-2222-4222-8222-222222222222" }, + ); + + expect(resolved.source).toBe("company_default"); + expect(resolved.checkedTargetTypes).toEqual(["project", "company"]); + expect(resolved.binding?.id).toBe(companyBinding.id); + }); + + it("rejects project scopes outside the company before resolving defaults", async () => { + const { db } = createQueuedSelectDb([ + [{ companyId: "99999999-9999-4999-8999-999999999999" }], + ]); + + await expect( + memoryService(db).resolveBinding( + "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa", + { projectId: "22222222-2222-4222-8222-222222222222" }, + ), + ).rejects.toThrow("Memory scope project does not belong to company"); + }); +}); diff --git a/server/src/routes/memory.ts b/server/src/routes/memory.ts index 918ce904a37..f075b178ff3 100644 --- a/server/src/routes/memory.ts +++ b/server/src/routes/memory.ts @@ -9,15 +9,17 @@ import { memoryListRecordsQuerySchema, memoryQuerySchema, memoryRetentionSweepSchema, + memoryReviewSchema, memoryRevokeSchema, setAgentMemoryBindingSchema, setCompanyMemoryBindingSchema, + setProjectMemoryBindingSchema, updateMemoryBindingSchema, createMemoryBindingSchema, } from "@paperclipai/shared"; import { validate } from "../middleware/validate.js"; import { forbidden, notFound } from "../errors.js"; -import { agentService, logActivity, memoryService } from "../services/index.js"; +import { agentService, logActivity, memoryService, projectService } from "../services/index.js"; import { assertBoard, assertCompanyAccess, getActorInfo } from "./authz.js"; function actorInfoFromReq(req: any) { @@ -51,6 +53,7 @@ export function memoryRoutes( pluginMemoryProviders: opts?.pluginMemoryProviders, }); const agentsSvc = agentService(db); + const projectsSvc = projectService(db); router.get("/companies/:companyId/memory/providers", async (req, res) => { const companyId = req.params.companyId as string; @@ -172,6 +175,37 @@ export function memoryRoutes( res.json(target); }); + router.get("/projects/:projectId/memory-binding", async (req, res) => { + const projectId = req.params.projectId as string; + const project = await projectsSvc.getById(projectId); + if (!project) throw notFound("Project not found"); + assertCompanyAccess(req, project.companyId); + res.json(await memory.resolveBinding(project.companyId, { projectId: project.id })); + }); + + router.put("/projects/:projectId/memory-binding", validate(setProjectMemoryBindingSchema), async (req, res) => { + const projectId = req.params.projectId as string; + const project = await projectsSvc.getById(projectId); + if (!project) throw notFound("Project not found"); + assertCompanyAccess(req, project.companyId); + assertBoard(req); + const target = await memory.setProjectOverride(project.id, req.body.bindingId); + const actor = getActorInfo(req); + await logActivity(db, { + companyId: project.companyId, + actorType: actor.actorType, + actorId: actor.actorId, + agentId: actor.agentId, + action: target ? "memory.project_override_set" : "memory.project_override_cleared", + entityType: "project", + entityId: project.id, + details: { + bindingId: target?.bindingId ?? null, + }, + }); + res.json(target); + }); + router.post("/companies/:companyId/memory/query", validate(memoryQuerySchema), async (req, res) => { const companyId = req.params.companyId as string; assertCompanyAccess(req, companyId); @@ -290,6 +324,28 @@ export function memoryRoutes( res.status(201).json(result); }); + router.patch("/companies/:companyId/memory/records/:recordId/review", validate(memoryReviewSchema), async (req, res) => { + const companyId = req.params.companyId as string; + assertCompanyAccess(req, companyId); + assertBoard(req); + const result = await memory.review(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.reviewed", + entityType: "memory_record", + entityId: result.record.id, + details: { + recordId: result.record.id, + reviewState: result.record.reviewState, + }, + }); + res.json(result); + }); + router.post("/companies/:companyId/memory/retention/sweep", validate(memoryRetentionSweepSchema), 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 77de4668b7d..cd08d867b02 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, isNotNull, lte, or, sql } from "drizzle-orm"; +import { and, desc, eq, ilike, inArray, isNull, isNotNull, lte, or, sql } from "drizzle-orm"; import type { Db } from "@paperclipai/db"; import { agents, @@ -8,10 +8,12 @@ import { memoryExtractionJobs, memoryLocalRecords, memoryOperations, + projects, } from "@paperclipai/db"; import type { MemoryBinding, MemoryBindingTarget, + MemoryBindingTargetType, MemoryCapture, MemoryCaptureResult, MemoryCitation, @@ -34,6 +36,8 @@ import type { MemoryRetentionSweepResult, MemoryRevoke, MemoryRevokeResult, + MemoryReview, + MemoryReviewResult, MemoryResolvedBinding, MemoryScope, MemoryScopeType, @@ -41,7 +45,7 @@ import type { MemorySourceRef, MemoryUsage, } from "@paperclipai/shared"; -import { createMemoryBindingSchema, memoryCorrectSchema, memoryRetentionSweepSchema, memoryRevokeSchema, updateMemoryBindingSchema } from "@paperclipai/shared"; +import { createMemoryBindingSchema, memoryCorrectSchema, memoryRetentionSweepSchema, memoryReviewSchema, memoryRevokeSchema, updateMemoryBindingSchema } from "@paperclipai/shared"; import { z } from "zod"; import { conflict, notFound, unprocessable } from "../errors.js"; import { costService } from "./costs.js"; @@ -117,6 +121,67 @@ const LOCAL_BASIC_PROVIDER: MemoryProviderDescriptor = { maxHydrateSnippets: { type: "integer", minimum: 1, maximum: 10, default: 5 }, }, }, + configMetadata: { + suggestedConfig: { + enablePreRunHydrate: true, + enablePostRunCapture: true, + enableIssueCommentCapture: false, + enableIssueDocumentCapture: true, + maxHydrateSnippets: 5, + }, + fields: [ + { + key: "enablePreRunHydrate", + label: "Pre-run hydrate", + description: "Read relevant memory before agent runs.", + input: "boolean", + defaultValue: true, + suggestedValue: true, + }, + { + key: "enablePostRunCapture", + label: "Post-run capture", + description: "Capture run summaries after agent runs.", + input: "boolean", + defaultValue: true, + suggestedValue: true, + }, + { + key: "enableIssueCommentCapture", + label: "Issue comment capture", + description: "Capture issue comments into memory.", + input: "boolean", + defaultValue: false, + suggestedValue: false, + }, + { + key: "enableIssueDocumentCapture", + label: "Issue document capture", + description: "Capture issue documents into memory.", + input: "boolean", + defaultValue: true, + suggestedValue: true, + }, + { + key: "maxHydrateSnippets", + label: "Hydration snippets", + description: "Maximum snippets to include when hydrating prompts.", + input: "number", + defaultValue: 5, + suggestedValue: 5, + min: 1, + max: 10, + }, + ], + healthChecks: [ + { + key: "postgres", + label: "Postgres storage", + status: "ok", + message: "Local basic memory stores records in the Paperclip database.", + }, + ], + }, }; const SENSITIVITY_RANK: Record = { @@ -208,6 +273,7 @@ function canReadRecord(companyId: string, record: MemoryRecord, actor: ActorInfo const maxSensitivity = maxSensitivityForActor(actor, scope); if (SENSITIVITY_RANK[record.sensitivityLabel] > SENSITIVITY_RANK[maxSensitivity]) return false; if (actor.actorType !== "agent") return true; + if (record.reviewState !== "accepted") return false; return scopeMatches(record, deriveAllowedScopes(companyId, scope, actor)); } @@ -404,6 +470,11 @@ function mapRecord(row: RecordRow): MemoryRecord { : null, expiresAt: row.expiresAt ?? null, retentionState: row.retentionState ?? "active", + reviewState: row.reviewState ?? "pending", + reviewedAt: row.reviewedAt ?? null, + reviewedBy: + row.reviewedByActorType && row.reviewedByActorId ? { type: row.reviewedByActorType, id: row.reviewedByActorId } : null, + reviewNote: row.reviewNote ?? null, citation: citationFromRow(row.citationJson), supersedesRecordId: row.supersedesRecordId ?? null, supersededByRecordId: row.supersededByRecordId ?? null, @@ -470,6 +541,7 @@ function buildRecordVisibilityConditions( if (!options?.includeSuperseded) { conditions.push(isNull(memoryLocalRecords.supersededByRecordId)); } + conditions.push(eq(memoryLocalRecords.reviewState, "accepted")); const maxSensitivity = maxSensitivityForActor(actor, scope); conditions.push(inArray(memoryLocalRecords.sensitivityLabel, allowedSensitivityLabels(maxSensitivity))); @@ -561,7 +633,66 @@ export function memoryService( return config; } + function resolutionSource( + targetType: MemoryBindingTargetType | null, + bindingKey?: string | null, + ): MemoryResolvedBinding["source"] { + if (bindingKey) return "binding_key"; + if (targetType === "agent") return "agent_override"; + if (targetType === "project") return "project_override"; + if (targetType === "company") return "company_default"; + return "unconfigured"; + } + + async function findTargetBinding( + companyId: string, + targetType: MemoryBindingTargetType, + targetId: string, + ) { + return db + .select({ + target: memoryBindingTargets, + binding: memoryBindings, + }) + .from(memoryBindingTargets) + .innerJoin(memoryBindings, eq(memoryBindingTargets.bindingId, memoryBindings.id)) + .where( + and( + eq(memoryBindingTargets.companyId, companyId), + eq(memoryBindingTargets.targetType, targetType), + eq(memoryBindingTargets.targetId, targetId), + ), + ) + .then((rows) => rows[0] ?? null); + } + + async function assertScopeTargetsBelongToCompany(companyId: string, scope: MemoryScope) { + if (scope.agentId) { + const agent = await db + .select({ companyId: agents.companyId }) + .from(agents) + .where(eq(agents.id, scope.agentId)) + .then((rows) => rows[0] ?? null); + if (!agent || agent.companyId !== companyId) { + throw unprocessable("Memory scope agent does not belong to company"); + } + } + + if (scope.projectId) { + const project = await db + .select({ companyId: projects.companyId }) + .from(projects) + .where(eq(projects.id, scope.projectId)) + .then((rows) => rows[0] ?? null); + if (!project || project.companyId !== companyId) { + throw unprocessable("Memory scope project does not belong to company"); + } + } + } + async function resolveBindingInternal(companyId: string, scope: MemoryScope, bindingKey?: string | null) { + await assertScopeTargetsBelongToCompany(companyId, scope); + const checkedTargetTypes: MemoryBindingTargetType[] = []; if (bindingKey) { const binding = await db .select() @@ -573,61 +704,58 @@ export function memoryService( targetType: null, targetId: null, binding, + source: resolutionSource(null, bindingKey), + checkedTargetTypes, }; } const agentId = scope.agentId ?? null; if (agentId) { - const target = await db - .select({ - target: memoryBindingTargets, - binding: memoryBindings, - }) - .from(memoryBindingTargets) - .innerJoin(memoryBindings, eq(memoryBindingTargets.bindingId, memoryBindings.id)) - .where( - and( - eq(memoryBindingTargets.companyId, companyId), - eq(memoryBindingTargets.targetType, "agent"), - eq(memoryBindingTargets.targetId, agentId), - ), - ) - .then((rows) => rows[0] ?? null); + checkedTargetTypes.push("agent"); + const target = await findTargetBinding(companyId, "agent", agentId); if (target) { return { targetType: target.target.targetType, targetId: target.target.targetId, binding: target.binding, + source: resolutionSource(target.target.targetType), + checkedTargetTypes, }; } } - const target = await db - .select({ - target: memoryBindingTargets, - binding: memoryBindings, - }) - .from(memoryBindingTargets) - .innerJoin(memoryBindings, eq(memoryBindingTargets.bindingId, memoryBindings.id)) - .where( - and( - eq(memoryBindingTargets.companyId, companyId), - eq(memoryBindingTargets.targetType, "company"), - eq(memoryBindingTargets.targetId, companyId), - ), - ) - .then((rows) => rows[0] ?? null); + const projectId = scope.projectId ?? null; + if (projectId) { + checkedTargetTypes.push("project"); + const target = await findTargetBinding(companyId, "project", projectId); + if (target) { + return { + targetType: target.target.targetType, + targetId: target.target.targetId, + binding: target.binding, + source: resolutionSource(target.target.targetType), + checkedTargetTypes, + }; + } + } + + checkedTargetTypes.push("company"); + const target = await findTargetBinding(companyId, "company", companyId); return target ? { targetType: target.target.targetType, targetId: target.target.targetId, binding: target.binding, + source: resolutionSource(target.target.targetType), + checkedTargetTypes, } : { targetType: null, targetId: null, binding: null, + source: "unconfigured" as const, + checkedTargetTypes, }; } @@ -676,6 +804,7 @@ export function memoryService( content: string; summary?: string | null; metadata?: Record; + reviewState?: MemoryRecord["reviewState"]; }, operationId: string, ) { @@ -718,6 +847,7 @@ export function memoryService( retentionPolicy: input.retentionPolicy ?? null, expiresAt: input.expiresAt ? new Date(input.expiresAt) : null, retentionState: "active", + reviewState: input.reviewState ?? "pending", citationJson: normalizeCitation(input.citation), createdByOperationId: operationId, }) @@ -767,6 +897,11 @@ export function memoryService( retentionPolicy: record.retentionPolicy, expiresAt: record.expiresAt, retentionState: record.retentionState, + reviewState: record.reviewState ?? "pending", + reviewedAt: record.reviewedAt ?? null, + reviewedByActorType: record.reviewedBy?.type ?? null, + reviewedByActorId: record.reviewedBy?.id ?? null, + reviewNote: record.reviewNote ?? null, citationJson: normalizeCitation(record.citation), supersedesRecordId: record.supersedesRecordId ?? null, supersededByRecordId: record.supersededByRecordId ?? null, @@ -812,6 +947,11 @@ export function memoryService( retentionPolicy: record.retentionPolicy, expiresAt: record.expiresAt, retentionState: record.retentionState, + reviewState: record.reviewState ?? "pending", + reviewedAt: record.reviewedAt ?? null, + reviewedByActorType: record.reviewedBy?.type ?? null, + reviewedByActorId: record.reviewedBy?.id ?? null, + reviewNote: record.reviewNote ?? null, citationJson: normalizeCitation(record.citation), supersedesRecordId: record.supersedesRecordId ?? null, supersededByRecordId: record.supersededByRecordId ?? null, @@ -827,23 +967,76 @@ export function memoryService( } } + async function overlayCatalogRecordState( + companyId: string, + bindingId: string, + records: MemoryRecord[], + ) { + if (records.length === 0) return records; + const rows = await db + .select() + .from(memoryLocalRecords) + .where( + and( + eq(memoryLocalRecords.companyId, companyId), + eq(memoryLocalRecords.bindingId, bindingId), + inArray(memoryLocalRecords.id, records.map((record) => record.id)), + ), + ); + const catalogById = new Map(rows.map((row) => [row.id, mapRecord(row)])); + return records.map((record) => { + const catalog = catalogById.get(record.id); + if (!catalog) return record; + return { + ...record, + reviewState: catalog.reviewState, + reviewedAt: catalog.reviewedAt, + reviewedBy: catalog.reviewedBy, + reviewNote: catalog.reviewNote, + retentionState: catalog.retentionState, + revokedAt: catalog.revokedAt, + revokedBy: catalog.revokedBy, + revocationReason: catalog.revocationReason, + supersededByRecordId: catalog.supersededByRecordId, + deletedAt: catalog.deletedAt, + updatedAt: catalog.updatedAt, + }; + }); + } + 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.providerKey) conditions.push(eq(memoryLocalRecords.providerKey, filters.providerKey)); 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.reviewState) conditions.push(eq(memoryLocalRecords.reviewState, filters.reviewState)); 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.issueId) { + conditions.push(or(eq(memoryLocalRecords.scopeIssueId, filters.issueId), eq(memoryLocalRecords.sourceIssueId, 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.runId) { + conditions.push(or(eq(memoryLocalRecords.scopeRunId, filters.runId), eq(memoryLocalRecords.sourceRunId, filters.runId))!); + } if (filters.sourceKind) conditions.push(eq(memoryLocalRecords.sourceKind, filters.sourceKind)); + if (filters.q) { + const pattern = `%${filters.q}%`; + conditions.push( + or( + ilike(memoryLocalRecords.title, pattern), + ilike(memoryLocalRecords.content, pattern), + ilike(memoryLocalRecords.summary, pattern), + )!, + ); + } if (!filters.includeDeleted) conditions.push(isNull(memoryLocalRecords.deletedAt)); if (!filters.includeRevoked) conditions.push(isNull(memoryLocalRecords.revokedAt)); if (!filters.includeExpired) { @@ -1135,6 +1328,40 @@ export function memoryService( return mapTarget(row); }, + setProjectOverride: async (projectId: string, bindingId: string | null) => { + const project = await db + .select() + .from(projects) + .where(eq(projects.id, projectId)) + .then((rows) => rows[0] ?? null); + if (!project) throw notFound("Project not found"); + + await db + .delete(memoryBindingTargets) + .where( + and( + eq(memoryBindingTargets.companyId, project.companyId), + eq(memoryBindingTargets.targetType, "project"), + eq(memoryBindingTargets.targetId, project.id), + ), + ); + + if (!bindingId) return null; + const binding = await getBindingOrThrow(bindingId); + if (binding.companyId !== project.companyId) throw unprocessable("Binding does not belong to project company"); + + const [row] = await db + .insert(memoryBindingTargets) + .values({ + companyId: project.companyId, + bindingId, + targetType: "project", + targetId: project.id, + }) + .returning(); + return mapTarget(row); + }, + resolveBinding: async (companyId: string, scope: MemoryScope): Promise => { const resolved = await resolveBindingInternal(companyId, scope, null); return { @@ -1142,6 +1369,8 @@ export function memoryService( targetType: resolved.targetType, targetId: resolved.targetId, binding: resolved.binding ? mapBinding(resolved.binding) : null, + source: resolved.source, + checkedTargetTypes: resolved.checkedTargetTypes, }; }, @@ -1174,7 +1403,7 @@ export function memoryService( intent: data.intent, metadataFilter: data.metadataFilter, }); - records = providerResult.records; + records = await overlayCatalogRecordState(companyId, binding.id, providerResult.records); preamble = providerResult.preamble ?? null; usage = providerResult.usage ?? []; providerResultJson = providerResult.resultJson ?? null; @@ -1189,6 +1418,7 @@ export function memoryService( !record.deletedAt && !record.revokedAt && record.retentionState === "active" + && record.reviewState === "accepted" && !record.supersededByRecordId && (!record.expiresAt || record.expiresAt > new Date()) && SENSITIVITY_RANK[record.sensitivityLabel] <= SENSITIVITY_RANK[maxSensitivityLabel], @@ -1253,6 +1483,7 @@ export function memoryService( content: data.content, summary: data.summary ?? null, metadata: data.metadata ?? {}, + reviewState: data.reviewState, }, operationId, ); @@ -1298,12 +1529,14 @@ export function memoryService( scopeId: data.scopeId ?? data.scope?.scopeId ?? null, owner: data.owner ?? null, sensitivityLabel: data.sensitivityLabel, + reviewState: data.reviewState, expiresAt: data.expiresAt ? new Date(data.expiresAt).toISOString() : null, metadata: data.metadata ?? {}, }, policyDecision: { captureAllowed: true, sensitivityLabel: data.sensitivityLabel, + reviewState: data.reviewState, }, resultJson: { recordIds: records.map((record) => record.id), @@ -1524,6 +1757,11 @@ export function memoryService( retentionPolicy: parsed.retentionPolicy === undefined ? originalRow.retentionPolicy : parsed.retentionPolicy, expiresAt: parsed.expiresAt === undefined ? originalRow.expiresAt : parsed.expiresAt, retentionState: "active", + reviewState: "accepted", + reviewedAt: correctedAt, + reviewedByActorType: principal.type, + reviewedByActorId: principal.id, + reviewNote: parsed.reason, citationJson: parsed.citation === undefined ? originalRow.citationJson : normalizeCitation(parsed.citation), supersedesRecordId: originalRow.id, createdByOperationId: operationId, @@ -1565,6 +1803,62 @@ export function memoryService( } satisfies MemoryCorrectResult; }, + review: async ( + companyId: string, + recordId: string, + data: MemoryReview, + actor: ActorInfo, + ): Promise => { + const parsed = memoryReviewSchema.parse(data); + const row = await db + .select() + .from(memoryLocalRecords) + .where(and(eq(memoryLocalRecords.companyId, companyId), eq(memoryLocalRecords.id, recordId))) + .then((rows) => rows[0] ?? null); + if (!row) throw notFound("Memory record not found"); + if (row.deletedAt || row.revokedAt || row.retentionState === "revoked") { + throw conflict("Revoked memory records cannot be reviewed"); + } + + const binding = await getBindingOrThrow(row.bindingId); + const reviewedAt = new Date(); + const principal = actorPrincipal(actor); + const [updatedRow] = await db + .update(memoryLocalRecords) + .set({ + reviewState: parsed.reviewState, + reviewedAt, + reviewedByActorType: principal.type, + reviewedByActorId: principal.id, + reviewNote: parsed.note ?? null, + updatedAt: reviewedAt, + }) + .where(and(eq(memoryLocalRecords.companyId, companyId), eq(memoryLocalRecords.id, recordId))) + .returning(); + + const operation = await logOperation({ + companyId, + binding, + actor, + operationType: "review", + triggerKind: "manual", + scope: scopeFromRow(row), + source: sourceFromRow(row), + requestJson: { + recordId, + reviewState: parsed.reviewState, + note: parsed.note ?? null, + }, + resultJson: { + recordId, + reviewState: parsed.reviewState, + }, + recordCount: 1, + }); + + return { operation, record: mapRecord(updatedRow) } satisfies MemoryReviewResult; + }, + sweepRetention: async ( companyId: string, data: MemoryRetentionSweep, @@ -1801,6 +2095,7 @@ export function memoryService( title: input.title ?? "Run summary", content: input.summary, summary: input.summary, + reviewState: "accepted", }, { actorType: "agent", @@ -1862,6 +2157,7 @@ export function memoryService( title: "Issue comment", content: input.body, summary: input.body.replace(/\s+/g, " ").slice(0, 240), + reviewState: "accepted", }, input.actor, "hook", @@ -1915,6 +2211,7 @@ export function memoryService( title: input.title ?? `Issue document: ${input.key}`, content: input.body, summary: input.body.replace(/\s+/g, " ").slice(0, 240), + reviewState: "accepted", }, input.actor, "hook", diff --git a/server/src/services/plugin-memory-provider-dispatcher.ts b/server/src/services/plugin-memory-provider-dispatcher.ts index 3aa7cdc25e0..8aa694cbe77 100644 --- a/server/src/services/plugin-memory-provider-dispatcher.ts +++ b/server/src/services/plugin-memory-provider-dispatcher.ts @@ -86,6 +86,7 @@ export function createPluginMemoryProviderDispatcher( providerManagedExtraction: provider.capabilities?.providerManagedExtraction ?? false, }, configSchema: provider.configSchema ?? null, + configMetadata: provider.configMetadata ?? null, }, }); } diff --git a/ui/src/App.tsx b/ui/src/App.tsx index 7aac9dfa277..ed72eba6c68 100644 --- a/ui/src/App.tsx +++ b/ui/src/App.tsx @@ -14,6 +14,7 @@ import { ProjectDetail } from "./pages/ProjectDetail"; import { ProjectWorkspaceDetail } from "./pages/ProjectWorkspaceDetail"; import { Issues } from "./pages/Issues"; import { IssueDetail } from "./pages/IssueDetail"; +import { WorkMemories } from "./pages/WorkMemories"; import { Routines } from "./pages/Routines"; import { RoutineDetail } from "./pages/RoutineDetail"; import { ExecutionWorkspaceDetail } from "./pages/ExecutionWorkspaceDetail"; @@ -150,6 +151,7 @@ function boardRoutes() { } /> } /> } /> + } /> } /> } /> } /> @@ -158,6 +160,7 @@ function boardRoutes() { } /> } /> } /> + } /> } /> } /> } /> @@ -350,6 +353,8 @@ export function App() { } /> } /> } /> + } /> + } /> } /> } /> } /> diff --git a/ui/src/api/memory.ts b/ui/src/api/memory.ts index 0577b5ab514..81f9e5eb225 100644 --- a/ui/src/api/memory.ts +++ b/ui/src/api/memory.ts @@ -11,11 +11,14 @@ import type { MemoryRecord, MemoryRetentionSweep, MemoryRetentionSweepResult, + MemoryReview, + MemoryReviewResult, MemoryRevoke, MemoryRevokeResult, MemoryResolvedBinding, SetAgentMemoryBinding, SetCompanyMemoryBinding, + SetProjectMemoryBinding, UpdateMemoryBinding, } from "@paperclipai/shared"; import { api } from "./client"; @@ -47,6 +50,10 @@ export const memoryApi = { api.get(`/agents/${encodeURIComponent(agentId)}/memory-binding`), setAgentBinding: (agentId: string, bindingId: SetAgentMemoryBinding["bindingId"]) => api.put(`/agents/${encodeURIComponent(agentId)}/memory-binding`, { bindingId }), + getProjectBinding: (projectId: string) => + api.get(`/projects/${encodeURIComponent(projectId)}/memory-binding`), + setProjectBinding: (projectId: string, bindingId: SetProjectMemoryBinding["bindingId"]) => + api.put(`/projects/${encodeURIComponent(projectId)}/memory-binding`, { bindingId }), listRecords: (companyId: string, filters?: Partial) => api.get( `/companies/${encodeURIComponent(companyId)}/memory/records${buildQueryString(filters)}`, @@ -62,6 +69,11 @@ export const memoryApi = { `/companies/${encodeURIComponent(companyId)}/memory/records/${encodeURIComponent(recordId)}/correct`, data, ), + reviewRecord: (companyId: string, recordId: string, data: MemoryReview) => + api.patch( + `/companies/${encodeURIComponent(companyId)}/memory/records/${encodeURIComponent(recordId)}/review`, + data, + ), sweepRetention: (companyId: string, data: Partial = {}) => api.post( `/companies/${encodeURIComponent(companyId)}/memory/retention/sweep`, diff --git a/ui/src/components/AgentMemoryTab.tsx b/ui/src/components/AgentMemoryTab.tsx index fa051f07b97..28885c1c415 100644 --- a/ui/src/components/AgentMemoryTab.tsx +++ b/ui/src/components/AgentMemoryTab.tsx @@ -7,9 +7,11 @@ import { queryKeys } from "../lib/queryKeys"; import { formatCents, relativeTime } from "../lib/utils"; import { Button } from "@/components/ui/button"; -function describeResolvedScope(targetType: "company" | "agent" | null) { - if (targetType === "agent") return "Agent override"; - if (targetType === "company") return "Company default"; +function describeResolvedSource(source: string | null | undefined) { + if (source === "agent_override") return "Agent override"; + if (source === "project_override") return "Project override"; + if (source === "company_default") return "Company default"; + if (source === "binding_key") return "Direct binding key"; return "Unconfigured"; } @@ -134,7 +136,7 @@ export function AgentMemoryTab({ <>
{describeBinding(resolvedBindingQuery.data?.binding ?? null)}
- Source: {describeResolvedScope(resolvedBindingQuery.data?.targetType ?? null)} + Source: {describeResolvedSource(resolvedBindingQuery.data?.source ?? null)}
Automatic capture hooks write recent run summaries and issue context into the resolved binding. @@ -154,7 +156,7 @@ export function AgentMemoryTab({ disabled={loading || Boolean(error)} className="flex h-9 w-full rounded-md border border-input bg-transparent px-3 py-1 text-sm shadow-xs outline-none" > - + {(bindingsQuery.data ?? []).map((binding) => (