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<h1 id="cortexgraph-architecture">CortexGraph Architecture<a class="headerlink" href="#cortexgraph-architecture" title="Permanent link">¶</a></h1>
<h2 id="overview">Overview<a class="headerlink" href="#overview" title="Permanent link">¶</a></h2>
<p>CortexGraph implements a biologically-inspired memory system with temporal decay and reinforcement, designed to give AI assistants human-like memory dynamics.</p>
<h2 id="core-concepts">Core Concepts<a class="headerlink" href="#core-concepts" title="Permanent link">¶</a></h2>
<h3 id="temporal-decay">Temporal Decay<a class="headerlink" href="#temporal-decay" title="Permanent link">¶</a></h3>
<p>Memories naturally fade over time using exponential decay:</p>
<div class="highlight"><pre><span></span><code><a id="__codelineno-0-1" name="__codelineno-0-1" href="#__codelineno-0-1"></a>score(t) = (use_count^β) * exp(-λ * Δt) * strength
</code></pre></div>
<p>Where:
- <code>Δt = now - last_used</code> (time since last access)
- <code>λ</code> (lambda): Decay constant controlling decay rate
- <code>β</code> (beta): Exponent weighting the importance of use_count
- <code>strength</code>: Base multiplier (1.0-2.0)</p>
<h3 id="half-life">Half-Life<a class="headerlink" href="#half-life" title="Permanent link">¶</a></h3>
<p>The decay constant λ is typically defined by a half-life period:</p>
<div class="highlight"><pre><span></span><code><a id="__codelineno-1-1" name="__codelineno-1-1" href="#__codelineno-1-1"></a>λ = ln(2) / halflife_seconds
</code></pre></div>
<p>Default: 3-day half-life → <code>λ ≈ 2.673e-6</code></p>
<p>This means a memory's score will drop to 50% of its current value after 3 days without access.</p>
<h3 id="reinforcement">Reinforcement<a class="headerlink" href="#reinforcement" title="Permanent link">¶</a></h3>
<p>Each time a memory is accessed:
1. <code>last_used</code> is updated to current time (resets decay)
2. <code>use_count</code> is incremented (increases base score)
3. Optionally, <code>strength</code> can be boosted (max 2.0)</p>
<p>This implements a "use it or lose it" principle: frequently accessed information persists.</p>
<h3 id="promotion-criteria">Promotion Criteria<a class="headerlink" href="#promotion-criteria" title="Permanent link">¶</a></h3>
<p>A memory is promoted to long-term storage if:</p>
<p><strong>Score-based</strong>: <code>score >= promote_threshold</code> (default: 0.65)</p>
<p>OR</p>
<p><strong>Usage-based</strong>: <code>use_count >= N</code> (default: 5) within time window (default: 14 days)</p>
<p>Once promoted, the memory is:
1. Written to Obsidian vault as a Markdown note
2. Marked as <code>PROMOTED</code> in the database
3. Retained with a redirect pointer to the vault location</p>
<h3 id="garbage-collection">Garbage Collection<a class="headerlink" href="#garbage-collection" title="Permanent link">¶</a></h3>
<p>Memories are forgotten (deleted) if:</p>
<p><code>score < forget_threshold</code> (default: 0.05)</p>
<p>This prevents indefinite accumulation of unused memories.</p>
<h2 id="natural-spaced-repetition">Natural Spaced Repetition<a class="headerlink" href="#natural-spaced-repetition" title="Permanent link">¶</a></h2>
<p>CortexGraph implements a natural spaced repetition system inspired by how humans remember concepts better when they appear across different contexts - the "Maslow effect" (remembering Maslow's hierarchy better when it appears in history, economics, and sociology classes).</p>
<p><strong>Key principle:</strong> No flashcards, no explicit review sessions. Reinforcement happens naturally through conversation.</p>
<h3 id="review-priority-calculation">Review Priority Calculation<a class="headerlink" href="#review-priority-calculation" title="Permanent link">¶</a></h3>
<p>Memories are prioritized for review based on their position in the "danger zone" - the decay score range where memories are most at risk of being forgotten:</p>
<div class="highlight"><pre><span></span><code><a id="__codelineno-2-1" name="__codelineno-2-1" href="#__codelineno-2-1"></a><span class="k">def</span><span class="w"> </span><span class="nf">calculate_review_priority</span><span class="p">(</span><span class="n">memory</span><span class="p">:</span> <span class="n">Memory</span><span class="p">)</span> <span class="o">-></span> <span class="nb">float</span><span class="p">:</span>
<a id="__codelineno-2-2" name="__codelineno-2-2" href="#__codelineno-2-2"></a><span class="w"> </span><span class="sd">"""Calculate review priority using inverted parabola curve.</span>
<a id="__codelineno-2-3" name="__codelineno-2-3" href="#__codelineno-2-3"></a>
<a id="__codelineno-2-4" name="__codelineno-2-4" href="#__codelineno-2-4"></a><span class="sd"> Priority peaks at the midpoint of the danger zone (0.25 by default).</span>
<a id="__codelineno-2-5" name="__codelineno-2-5" href="#__codelineno-2-5"></a><span class="sd"> Returns 0.0-1.0 priority score.</span>
<a id="__codelineno-2-6" name="__codelineno-2-6" href="#__codelineno-2-6"></a><span class="sd"> """</span>
<a id="__codelineno-2-7" name="__codelineno-2-7" href="#__codelineno-2-7"></a> <span class="n">score</span> <span class="o">=</span> <span class="n">calculate_score</span><span class="p">(</span><span class="n">memory</span><span class="p">)</span>
<a id="__codelineno-2-8" name="__codelineno-2-8" href="#__codelineno-2-8"></a>
<a id="__codelineno-2-9" name="__codelineno-2-9" href="#__codelineno-2-9"></a> <span class="k">if</span> <span class="n">score</span> <span class="o"><</span> <span class="n">danger_zone_min</span> <span class="ow">or</span> <span class="n">score</span> <span class="o">></span> <span class="n">danger_zone_max</span><span class="p">:</span>
<a id="__codelineno-2-10" name="__codelineno-2-10" href="#__codelineno-2-10"></a> <span class="k">return</span> <span class="mf">0.0</span> <span class="c1"># Outside danger zone</span>
<a id="__codelineno-2-11" name="__codelineno-2-11" href="#__codelineno-2-11"></a>
<a id="__codelineno-2-12" name="__codelineno-2-12" href="#__codelineno-2-12"></a> <span class="c1"># Inverted parabola: peaks at midpoint</span>
<a id="__codelineno-2-13" name="__codelineno-2-13" href="#__codelineno-2-13"></a> <span class="n">midpoint</span> <span class="o">=</span> <span class="p">(</span><span class="n">danger_zone_min</span> <span class="o">+</span> <span class="n">danger_zone_max</span><span class="p">)</span> <span class="o">/</span> <span class="mi">2</span>
<a id="__codelineno-2-14" name="__codelineno-2-14" href="#__codelineno-2-14"></a> <span class="n">range_width</span> <span class="o">=</span> <span class="n">danger_zone_max</span> <span class="o">-</span> <span class="n">danger_zone_min</span>
<a id="__codelineno-2-15" name="__codelineno-2-15" href="#__codelineno-2-15"></a>
<a id="__codelineno-2-16" name="__codelineno-2-16" href="#__codelineno-2-16"></a> <span class="c1"># Normalize to 0-1 range</span>
<a id="__codelineno-2-17" name="__codelineno-2-17" href="#__codelineno-2-17"></a> <span class="n">normalized</span> <span class="o">=</span> <span class="p">(</span><span class="n">score</span> <span class="o">-</span> <span class="n">danger_zone_min</span><span class="p">)</span> <span class="o">/</span> <span class="n">range_width</span>
<a id="__codelineno-2-18" name="__codelineno-2-18" href="#__codelineno-2-18"></a>
<a id="__codelineno-2-19" name="__codelineno-2-19" href="#__codelineno-2-19"></a> <span class="c1"># Inverted parabola: 1 - 4*(x - 0.5)^2</span>
<a id="__codelineno-2-20" name="__codelineno-2-20" href="#__codelineno-2-20"></a> <span class="n">priority</span> <span class="o">=</span> <span class="mf">1.0</span> <span class="o">-</span> <span class="mf">4.0</span> <span class="o">*</span> <span class="p">(</span><span class="n">normalized</span> <span class="o">-</span> <span class="mf">0.5</span><span class="p">)</span> <span class="o">**</span> <span class="mi">2</span>
<a id="__codelineno-2-21" name="__codelineno-2-21" href="#__codelineno-2-21"></a>
<a id="__codelineno-2-22" name="__codelineno-2-22" href="#__codelineno-2-22"></a> <span class="k">return</span> <span class="nb">max</span><span class="p">(</span><span class="mf">0.0</span><span class="p">,</span> <span class="nb">min</span><span class="p">(</span><span class="mf">1.0</span><span class="p">,</span> <span class="n">priority</span><span class="p">))</span>
</code></pre></div>
<p><strong>Danger zone defaults:</strong>
- Lower bound: 0.15 (memories decaying rapidly)
- Upper bound: 0.35 (memories still reasonably strong)
- Peak priority: 0.25 (midpoint - maximum urgency)</p>
<h3 id="cross-domain-usage-detection">Cross-Domain Usage Detection<a class="headerlink" href="#cross-domain-usage-detection" title="Permanent link">¶</a></h3>
<p>The system detects when memories are used in different contexts by comparing the memory's original tags with the current conversation context tags:</p>
<div class="highlight"><pre><span></span><code><a id="__codelineno-3-1" name="__codelineno-3-1" href="#__codelineno-3-1"></a><span class="k">def</span><span class="w"> </span><span class="nf">detect_cross_domain_usage</span><span class="p">(</span><span class="n">memory</span><span class="p">:</span> <span class="n">Memory</span><span class="p">,</span> <span class="n">context_tags</span><span class="p">:</span> <span class="nb">list</span><span class="p">[</span><span class="nb">str</span><span class="p">])</span> <span class="o">-></span> <span class="nb">bool</span><span class="p">:</span>
<a id="__codelineno-3-2" name="__codelineno-3-2" href="#__codelineno-3-2"></a><span class="w"> </span><span class="sd">"""Detect if memory is being used in a different domain.</span>
<a id="__codelineno-3-3" name="__codelineno-3-3" href="#__codelineno-3-3"></a>
<a id="__codelineno-3-4" name="__codelineno-3-4" href="#__codelineno-3-4"></a><span class="sd"> Uses Jaccard similarity: intersection / union</span>
<a id="__codelineno-3-5" name="__codelineno-3-5" href="#__codelineno-3-5"></a><span class="sd"> If similarity < 30%, tags are sufficiently different to indicate cross-domain usage.</span>
<a id="__codelineno-3-6" name="__codelineno-3-6" href="#__codelineno-3-6"></a><span class="sd"> """</span>
<a id="__codelineno-3-7" name="__codelineno-3-7" href="#__codelineno-3-7"></a> <span class="k">if</span> <span class="ow">not</span> <span class="n">memory</span><span class="o">.</span><span class="n">tags</span> <span class="ow">or</span> <span class="ow">not</span> <span class="n">context_tags</span><span class="p">:</span>
<a id="__codelineno-3-8" name="__codelineno-3-8" href="#__codelineno-3-8"></a> <span class="k">return</span> <span class="kc">False</span>
<a id="__codelineno-3-9" name="__codelineno-3-9" href="#__codelineno-3-9"></a>
<a id="__codelineno-3-10" name="__codelineno-3-10" href="#__codelineno-3-10"></a> <span class="n">memory_tags</span> <span class="o">=</span> <span class="nb">set</span><span class="p">(</span><span class="n">memory</span><span class="o">.</span><span class="n">tags</span><span class="p">)</span>
<a id="__codelineno-3-11" name="__codelineno-3-11" href="#__codelineno-3-11"></a> <span class="n">context_tags_set</span> <span class="o">=</span> <span class="nb">set</span><span class="p">(</span><span class="n">context_tags</span><span class="p">)</span>
<a id="__codelineno-3-12" name="__codelineno-3-12" href="#__codelineno-3-12"></a>
<a id="__codelineno-3-13" name="__codelineno-3-13" href="#__codelineno-3-13"></a> <span class="n">intersection</span> <span class="o">=</span> <span class="n">memory_tags</span> <span class="o">&</span> <span class="n">context_tags_set</span>
<a id="__codelineno-3-14" name="__codelineno-3-14" href="#__codelineno-3-14"></a> <span class="n">union</span> <span class="o">=</span> <span class="n">memory_tags</span> <span class="o">|</span> <span class="n">context_tags_set</span>
<a id="__codelineno-3-15" name="__codelineno-3-15" href="#__codelineno-3-15"></a>
<a id="__codelineno-3-16" name="__codelineno-3-16" href="#__codelineno-3-16"></a> <span class="n">jaccard_similarity</span> <span class="o">=</span> <span class="nb">len</span><span class="p">(</span><span class="n">intersection</span><span class="p">)</span> <span class="o">/</span> <span class="nb">len</span><span class="p">(</span><span class="n">union</span><span class="p">)</span>
<a id="__codelineno-3-17" name="__codelineno-3-17" href="#__codelineno-3-17"></a>
<a id="__codelineno-3-18" name="__codelineno-3-18" href="#__codelineno-3-18"></a> <span class="k">return</span> <span class="n">jaccard_similarity</span> <span class="o"><</span> <span class="mf">0.3</span> <span class="c1"># <30% overlap = cross-domain</span>
</code></pre></div>
<p><strong>Example:</strong>
- Memory tags: <code>[security, jwt, preferences]</code>
- Context tags: <code>[api, auth, backend]</code>
- Jaccard similarity: 0.0 (no overlap) → <strong>Cross-domain detected</strong>
- Result: Memory gets strength boost (1.0 → 1.1-1.2)</p>
<h3 id="automatic-reinforcement">Automatic Reinforcement<a class="headerlink" href="#automatic-reinforcement" title="Permanent link">¶</a></h3>
<p>When a memory is used in conversation, the <code>observe_memory_usage</code> tool:</p>
<ol>
<li><strong>Updates usage statistics</strong>: Increments <code>use_count</code>, updates <code>last_used</code></li>
<li><strong>Increments review count</strong>: Tracks how many times memory has been reinforced</li>
<li><strong>Detects cross-domain usage</strong>: Compares memory tags with context tags</li>
<li><strong>Applies strength boost</strong>: If cross-domain, increases strength (capped at 2.0)</li>
<li><strong>Recalculates priority</strong>: Updates review priority for next search</li>
</ol>
<div class="highlight"><pre><span></span><code><a id="__codelineno-4-1" name="__codelineno-4-1" href="#__codelineno-4-1"></a><span class="k">def</span><span class="w"> </span><span class="nf">reinforce_memory</span><span class="p">(</span><span class="n">memory</span><span class="p">:</span> <span class="n">Memory</span><span class="p">,</span> <span class="n">cross_domain</span><span class="p">:</span> <span class="nb">bool</span> <span class="o">=</span> <span class="kc">False</span><span class="p">)</span> <span class="o">-></span> <span class="n">Memory</span><span class="p">:</span>
<a id="__codelineno-4-2" name="__codelineno-4-2" href="#__codelineno-4-2"></a><span class="w"> </span><span class="sd">"""Reinforce a memory through usage.</span>
<a id="__codelineno-4-3" name="__codelineno-4-3" href="#__codelineno-4-3"></a>
<a id="__codelineno-4-4" name="__codelineno-4-4" href="#__codelineno-4-4"></a><span class="sd"> Args:</span>
<a id="__codelineno-4-5" name="__codelineno-4-5" href="#__codelineno-4-5"></a><span class="sd"> memory: Memory to reinforce</span>
<a id="__codelineno-4-6" name="__codelineno-4-6" href="#__codelineno-4-6"></a><span class="sd"> cross_domain: Whether this is cross-domain usage (gets extra boost)</span>
<a id="__codelineno-4-7" name="__codelineno-4-7" href="#__codelineno-4-7"></a>
<a id="__codelineno-4-8" name="__codelineno-4-8" href="#__codelineno-4-8"></a><span class="sd"> Returns:</span>
<a id="__codelineno-4-9" name="__codelineno-4-9" href="#__codelineno-4-9"></a><span class="sd"> Updated memory with reinforced values</span>
<a id="__codelineno-4-10" name="__codelineno-4-10" href="#__codelineno-4-10"></a><span class="sd"> """</span>
<a id="__codelineno-4-11" name="__codelineno-4-11" href="#__codelineno-4-11"></a> <span class="n">now</span> <span class="o">=</span> <span class="nb">int</span><span class="p">(</span><span class="n">time</span><span class="o">.</span><span class="n">time</span><span class="p">())</span>
<a id="__codelineno-4-12" name="__codelineno-4-12" href="#__codelineno-4-12"></a>
<a id="__codelineno-4-13" name="__codelineno-4-13" href="#__codelineno-4-13"></a> <span class="c1"># Standard reinforcement</span>
<a id="__codelineno-4-14" name="__codelineno-4-14" href="#__codelineno-4-14"></a> <span class="n">memory</span><span class="o">.</span><span class="n">last_used</span> <span class="o">=</span> <span class="n">now</span>
<a id="__codelineno-4-15" name="__codelineno-4-15" href="#__codelineno-4-15"></a> <span class="n">memory</span><span class="o">.</span><span class="n">use_count</span> <span class="o">+=</span> <span class="mi">1</span>
<a id="__codelineno-4-16" name="__codelineno-4-16" href="#__codelineno-4-16"></a> <span class="n">memory</span><span class="o">.</span><span class="n">review_count</span> <span class="o">+=</span> <span class="mi">1</span>
<a id="__codelineno-4-17" name="__codelineno-4-17" href="#__codelineno-4-17"></a> <span class="n">memory</span><span class="o">.</span><span class="n">last_review_at</span> <span class="o">=</span> <span class="n">now</span>
<a id="__codelineno-4-18" name="__codelineno-4-18" href="#__codelineno-4-18"></a>
<a id="__codelineno-4-19" name="__codelineno-4-19" href="#__codelineno-4-19"></a> <span class="c1"># Cross-domain bonus</span>
<a id="__codelineno-4-20" name="__codelineno-4-20" href="#__codelineno-4-20"></a> <span class="k">if</span> <span class="n">cross_domain</span><span class="p">:</span>
<a id="__codelineno-4-21" name="__codelineno-4-21" href="#__codelineno-4-21"></a> <span class="n">memory</span><span class="o">.</span><span class="n">cross_domain_count</span> <span class="o">+=</span> <span class="mi">1</span>
<a id="__codelineno-4-22" name="__codelineno-4-22" href="#__codelineno-4-22"></a> <span class="c1"># Boost strength (capped at 2.0)</span>
<a id="__codelineno-4-23" name="__codelineno-4-23" href="#__codelineno-4-23"></a> <span class="n">boost</span> <span class="o">=</span> <span class="mf">0.1</span>
<a id="__codelineno-4-24" name="__codelineno-4-24" href="#__codelineno-4-24"></a> <span class="n">memory</span><span class="o">.</span><span class="n">strength</span> <span class="o">=</span> <span class="nb">min</span><span class="p">(</span><span class="mf">2.0</span><span class="p">,</span> <span class="n">memory</span><span class="o">.</span><span class="n">strength</span> <span class="o">+</span> <span class="n">boost</span><span class="p">)</span>
<a id="__codelineno-4-25" name="__codelineno-4-25" href="#__codelineno-4-25"></a>
<a id="__codelineno-4-26" name="__codelineno-4-26" href="#__codelineno-4-26"></a> <span class="c1"># Recalculate priority</span>
<a id="__codelineno-4-27" name="__codelineno-4-27" href="#__codelineno-4-27"></a> <span class="n">memory</span><span class="o">.</span><span class="n">review_priority</span> <span class="o">=</span> <span class="n">calculate_review_priority</span><span class="p">(</span><span class="n">memory</span><span class="p">)</span>
<a id="__codelineno-4-28" name="__codelineno-4-28" href="#__codelineno-4-28"></a>
<a id="__codelineno-4-29" name="__codelineno-4-29" href="#__codelineno-4-29"></a> <span class="k">return</span> <span class="n">memory</span>
</code></pre></div>
<h3 id="blended-search-results">Blended Search Results<a class="headerlink" href="#blended-search-results" title="Permanent link">¶</a></h3>
<p>The <code>search_memory</code> tool automatically blends review candidates into search results:</p>
<ol>
<li><strong>Query primary index</strong>: Get relevant memories matching search criteria</li>
<li><strong>Get review queue</strong>: Retrieve memories with highest review priority</li>
<li><strong>Filter for relevance</strong>: Remove review candidates not relevant to query</li>
<li><strong>Blend results</strong>: Interleave primary results with review candidates</li>
<li>Default: 70% primary results, 30% review candidates</li>
<li>Configurable via <code>CORTEXGRAPH_REVIEW_BLEND_RATIO</code></li>
</ol>
<p><strong>Example flow:</strong>
<div class="highlight"><pre><span></span><code><a id="__codelineno-5-1" name="__codelineno-5-1" href="#__codelineno-5-1"></a>User searches for "typescript preferences"
<a id="__codelineno-5-2" name="__codelineno-5-2" href="#__codelineno-5-2"></a>→ Primary results: 7 matches (sorted by relevance × decay score)
<a id="__codelineno-5-3" name="__codelineno-5-3" href="#__codelineno-5-3"></a>→ Review queue: 10 memories in danger zone
<a id="__codelineno-5-4" name="__codelineno-5-4" href="#__codelineno-5-4"></a>→ Filter review queue: Keep only typescript-related (3 matches)
<a id="__codelineno-5-5" name="__codelineno-5-5" href="#__codelineno-5-5"></a>→ Blend: [primary[0], primary[1], review[0], primary[2], primary[3], review[1], ...]
<a id="__codelineno-5-6" name="__codelineno-5-6" href="#__codelineno-5-6"></a>→ Return top 5 blended results
</code></pre></div></p>
<p>This ensures memories needing reinforcement naturally surface during relevant searches, without disrupting the user experience.</p>
<h3 id="configuration">Configuration<a class="headerlink" href="#configuration" title="Permanent link">¶</a></h3>
<div class="highlight"><pre><span></span><code><a id="__codelineno-6-1" name="__codelineno-6-1" href="#__codelineno-6-1"></a><span class="c1"># Natural Spaced Repetition</span>
<a id="__codelineno-6-2" name="__codelineno-6-2" href="#__codelineno-6-2"></a><span class="nv">CORTEXGRAPH_REVIEW_BLEND_RATIO</span><span class="o">=</span><span class="m">0</span>.3<span class="w"> </span><span class="c1"># 30% review candidates in search</span>
<a id="__codelineno-6-3" name="__codelineno-6-3" href="#__codelineno-6-3"></a><span class="nv">CORTEXGRAPH_REVIEW_DANGER_ZONE_MIN</span><span class="o">=</span><span class="m">0</span>.15<span class="w"> </span><span class="c1"># Lower bound of danger zone</span>
<a id="__codelineno-6-4" name="__codelineno-6-4" href="#__codelineno-6-4"></a><span class="nv">CORTEXGRAPH_REVIEW_DANGER_ZONE_MAX</span><span class="o">=</span><span class="m">0</span>.35<span class="w"> </span><span class="c1"># Upper bound of danger zone</span>
<a id="__codelineno-6-5" name="__codelineno-6-5" href="#__codelineno-6-5"></a><span class="nv">CORTEXGRAPH_AUTO_REINFORCE</span><span class="o">=</span><span class="nb">true</span><span class="w"> </span><span class="c1"># Auto-reinforce on observe</span>
</code></pre></div>
<h3 id="memory-model-extensions">Memory Model Extensions<a class="headerlink" href="#memory-model-extensions" title="Permanent link">¶</a></h3>
<p>Natural spaced repetition adds four fields to the <code>Memory</code> model:</p>
<div class="highlight"><pre><span></span><code><a id="__codelineno-7-1" name="__codelineno-7-1" href="#__codelineno-7-1"></a><span class="k">class</span><span class="w"> </span><span class="nc">Memory</span><span class="p">(</span><span class="n">BaseModel</span><span class="p">):</span>
<a id="__codelineno-7-2" name="__codelineno-7-2" href="#__codelineno-7-2"></a> <span class="c1"># ... existing fields ...</span>
<a id="__codelineno-7-3" name="__codelineno-7-3" href="#__codelineno-7-3"></a>
<a id="__codelineno-7-4" name="__codelineno-7-4" href="#__codelineno-7-4"></a> <span class="c1"># Review tracking (v0.5.1+)</span>
<a id="__codelineno-7-5" name="__codelineno-7-5" href="#__codelineno-7-5"></a> <span class="n">review_priority</span><span class="p">:</span> <span class="nb">float</span> <span class="o">=</span> <span class="n">Field</span><span class="p">(</span><span class="n">default</span><span class="o">=</span><span class="mf">0.0</span><span class="p">,</span> <span class="n">ge</span><span class="o">=</span><span class="mi">0</span><span class="p">,</span> <span class="n">le</span><span class="o">=</span><span class="mi">1</span><span class="p">)</span> <span class="c1"># 0.0-1.0 urgency</span>
<a id="__codelineno-7-6" name="__codelineno-7-6" href="#__codelineno-7-6"></a> <span class="n">last_review_at</span><span class="p">:</span> <span class="nb">int</span> <span class="o">|</span> <span class="kc">None</span> <span class="o">=</span> <span class="n">Field</span><span class="p">(</span><span class="n">default</span><span class="o">=</span><span class="kc">None</span><span class="p">)</span> <span class="c1"># Last reinforcement timestamp</span>
<a id="__codelineno-7-7" name="__codelineno-7-7" href="#__codelineno-7-7"></a> <span class="n">review_count</span><span class="p">:</span> <span class="nb">int</span> <span class="o">=</span> <span class="n">Field</span><span class="p">(</span><span class="n">default</span><span class="o">=</span><span class="mi">0</span><span class="p">)</span> <span class="c1"># Total reinforcements</span>
<a id="__codelineno-7-8" name="__codelineno-7-8" href="#__codelineno-7-8"></a> <span class="n">cross_domain_count</span><span class="p">:</span> <span class="nb">int</span> <span class="o">=</span> <span class="n">Field</span><span class="p">(</span><span class="n">default</span><span class="o">=</span><span class="mi">0</span><span class="p">)</span> <span class="c1"># Cross-domain usages</span>
</code></pre></div>
<p>These fields are backward-compatible - existing memories default to 0/None.</p>
<h3 id="usage-pattern-conversational">Usage Pattern (Conversational)<a class="headerlink" href="#usage-pattern-conversational" title="Permanent link">¶</a></h3>
<p>The natural spaced repetition system works entirely through conversation:</p>
<ol>
<li><strong>User asks question</strong> with implicit context (tags, topics)</li>
<li><strong>System searches</strong> (automatically includes review candidates in results)</li>
<li><strong>System uses memories</strong> to form intelligent response</li>
<li><strong>System observes</strong> memory usage with <code>observe_memory_usage(memory_ids, context_tags)</code></li>
<li><strong>Cross-domain detection</strong> triggers if tags differ significantly</li>
<li><strong>Automatic reinforcement</strong> updates memory statistics and priority</li>
<li><strong>Next search</strong> naturally surfaces memories in danger zone</li>
</ol>
<p><strong>No explicit review commands. No interruptions. Just natural strengthening through use.</strong></p>
<h2 id="system-architecture">System Architecture<a class="headerlink" href="#system-architecture" title="Permanent link">¶</a></h2>
<h3 id="layers">Layers<a class="headerlink" href="#layers" title="Permanent link">¶</a></h3>
<div class="highlight"><pre><span></span><code><a id="__codelineno-8-1" name="__codelineno-8-1" href="#__codelineno-8-1"></a>┌─────────────────────────────────────┐
<a id="__codelineno-8-2" name="__codelineno-8-2" href="#__codelineno-8-2"></a>│ MCP Tools (API Layer) │
<a id="__codelineno-8-3" name="__codelineno-8-3" href="#__codelineno-8-3"></a>│ save, search, touch, gc, promote │
<a id="__codelineno-8-4" name="__codelineno-8-4" href="#__codelineno-8-4"></a>└─────────────────┬───────────────────┘
<a id="__codelineno-8-5" name="__codelineno-8-5" href="#__codelineno-8-5"></a> │
<a id="__codelineno-8-6" name="__codelineno-8-6" href="#__codelineno-8-6"></a>┌─────────────────▼───────────────────┐
<a id="__codelineno-8-7" name="__codelineno-8-7" href="#__codelineno-8-7"></a>│ Core Logic Layer │
<a id="__codelineno-8-8" name="__codelineno-8-8" href="#__codelineno-8-8"></a>│ decay, scoring, clustering │
<a id="__codelineno-8-9" name="__codelineno-8-9" href="#__codelineno-8-9"></a>└─────────────────┬───────────────────┘
<a id="__codelineno-8-10" name="__codelineno-8-10" href="#__codelineno-8-10"></a> │
<a id="__codelineno-8-11" name="__codelineno-8-11" href="#__codelineno-8-11"></a>┌─────────────────▼───────────────────┐
<a id="__codelineno-8-12" name="__codelineno-8-12" href="#__codelineno-8-12"></a>│ Storage Layer (JSONL) │
<a id="__codelineno-8-13" name="__codelineno-8-13" href="#__codelineno-8-13"></a>│ human-readable files + models │
<a id="__codelineno-8-14" name="__codelineno-8-14" href="#__codelineno-8-14"></a>└─────────────────────────────────────┘
</code></pre></div>
<h3 id="storage-format-jsonl">Storage Format (JSONL)<a class="headerlink" href="#storage-format-jsonl" title="Permanent link">¶</a></h3>
<p>Each memory is stored as a JSON object, one per line, in <code>memories.jsonl</code>. Relations in <code>relations.jsonl</code>.</p>
<p>Example line:
<div class="highlight"><pre><span></span><code><a id="__codelineno-9-1" name="__codelineno-9-1" href="#__codelineno-9-1"></a>{"id":"...","content":"...","meta":{"tags":["..."]},"created_at":1736275200,"last_used":1736275200,"use_count":0,"strength":1.0,"status":"active"}
</code></pre></div></p>
<p>In-memory indexes are built at startup for fast queries; periodic compaction rewrites files to remove tombstones and duplicates.</p>
<h3 id="memory-states">Memory States<a class="headerlink" href="#memory-states" title="Permanent link">¶</a></h3>
<div class="highlight"><pre><span></span><code><a id="__codelineno-10-1" name="__codelineno-10-1" href="#__codelineno-10-1"></a>ACTIVE → [high score/usage] → PROMOTED
<a id="__codelineno-10-2" name="__codelineno-10-2" href="#__codelineno-10-2"></a> ↓
<a id="__codelineno-10-3" name="__codelineno-10-3" href="#__codelineno-10-3"></a>[low score]
<a id="__codelineno-10-4" name="__codelineno-10-4" href="#__codelineno-10-4"></a> ↓
<a id="__codelineno-10-5" name="__codelineno-10-5" href="#__codelineno-10-5"></a>ARCHIVED or DELETED
</code></pre></div>
<ul>
<li><strong>ACTIVE</strong>: Normal short-term memory undergoing decay</li>
<li><strong>PROMOTED</strong>: Moved to long-term storage (Obsidian)</li>
<li><strong>ARCHIVED</strong>: Low-scoring but preserved (optional)</li>
</ul>
<h2 id="data-flow">Data Flow<a class="headerlink" href="#data-flow" title="Permanent link">¶</a></h2>
<h3 id="saving-a-memory">Saving a Memory<a class="headerlink" href="#saving-a-memory" title="Permanent link">¶</a></h3>
<div class="highlight"><pre><span></span><code><a id="__codelineno-11-1" name="__codelineno-11-1" href="#__codelineno-11-1"></a>User/AI → save_memory(content, tags)
<a id="__codelineno-11-2" name="__codelineno-11-2" href="#__codelineno-11-2"></a> ↓
<a id="__codelineno-11-3" name="__codelineno-11-3" href="#__codelineno-11-3"></a>Generate embedding (optional)
<a id="__codelineno-11-4" name="__codelineno-11-4" href="#__codelineno-11-4"></a> ↓
<a id="__codelineno-11-5" name="__codelineno-11-5" href="#__codelineno-11-5"></a>Create Memory object
<a id="__codelineno-11-6" name="__codelineno-11-6" href="#__codelineno-11-6"></a> ↓
<a id="__codelineno-11-7" name="__codelineno-11-7" href="#__codelineno-11-7"></a>Append to JSONL storage
<a id="__codelineno-11-8" name="__codelineno-11-8" href="#__codelineno-11-8"></a> ↓
<a id="__codelineno-11-9" name="__codelineno-11-9" href="#__codelineno-11-9"></a>Return memory_id
</code></pre></div>
<h3 id="searching-memories">Searching Memories<a class="headerlink" href="#searching-memories" title="Permanent link">¶</a></h3>
<div class="highlight"><pre><span></span><code><a id="__codelineno-12-1" name="__codelineno-12-1" href="#__codelineno-12-1"></a>User/AI → search_memory(query, filters)
<a id="__codelineno-12-2" name="__codelineno-12-2" href="#__codelineno-12-2"></a> ↓
<a id="__codelineno-12-3" name="__codelineno-12-3" href="#__codelineno-12-3"></a>Database query (tags, window, status)
<a id="__codelineno-12-4" name="__codelineno-12-4" href="#__codelineno-12-4"></a> ↓
<a id="__codelineno-12-5" name="__codelineno-12-5" href="#__codelineno-12-5"></a>Calculate decay scores for each
<a id="__codelineno-12-6" name="__codelineno-12-6" href="#__codelineno-12-6"></a> ↓
<a id="__codelineno-12-7" name="__codelineno-12-7" href="#__codelineno-12-7"></a>[Optional] Calculate semantic similarity
<a id="__codelineno-12-8" name="__codelineno-12-8" href="#__codelineno-12-8"></a> ↓
<a id="__codelineno-12-9" name="__codelineno-12-9" href="#__codelineno-12-9"></a>Rank by combined score
<a id="__codelineno-12-10" name="__codelineno-12-10" href="#__codelineno-12-10"></a> ↓
<a id="__codelineno-12-11" name="__codelineno-12-11" href="#__codelineno-12-11"></a>Return top_k results
</code></pre></div>
<h3 id="touching-a-memory">Touching a Memory<a class="headerlink" href="#touching-a-memory" title="Permanent link">¶</a></h3>
<div class="highlight"><pre><span></span><code><a id="__codelineno-13-1" name="__codelineno-13-1" href="#__codelineno-13-1"></a>User/AI → touch_memory(id)
<a id="__codelineno-13-2" name="__codelineno-13-2" href="#__codelineno-13-2"></a> ↓
<a id="__codelineno-13-3" name="__codelineno-13-3" href="#__codelineno-13-3"></a>Get existing memory
<a id="__codelineno-13-4" name="__codelineno-13-4" href="#__codelineno-13-4"></a> ↓
<a id="__codelineno-13-5" name="__codelineno-13-5" href="#__codelineno-13-5"></a>Update: last_used=now, use_count+=1, strength+=boost
<a id="__codelineno-13-6" name="__codelineno-13-6" href="#__codelineno-13-6"></a> ↓
<a id="__codelineno-13-7" name="__codelineno-13-7" href="#__codelineno-13-7"></a>Calculate new score
<a id="__codelineno-13-8" name="__codelineno-13-8" href="#__codelineno-13-8"></a> ↓
<a id="__codelineno-13-9" name="__codelineno-13-9" href="#__codelineno-13-9"></a>Save updated memory
<a id="__codelineno-13-10" name="__codelineno-13-10" href="#__codelineno-13-10"></a> ↓
<a id="__codelineno-13-11" name="__codelineno-13-11" href="#__codelineno-13-11"></a>Return old/new scores
</code></pre></div>
<h3 id="promotion-flow">Promotion Flow<a class="headerlink" href="#promotion-flow" title="Permanent link">¶</a></h3>
<div class="highlight"><pre><span></span><code><a id="__codelineno-14-1" name="__codelineno-14-1" href="#__codelineno-14-1"></a>[Automatic or Manual Trigger]
<a id="__codelineno-14-2" name="__codelineno-14-2" href="#__codelineno-14-2"></a> ↓
<a id="__codelineno-14-3" name="__codelineno-14-3" href="#__codelineno-14-3"></a>Identify candidates (score/usage criteria)
<a id="__codelineno-14-4" name="__codelineno-14-4" href="#__codelineno-14-4"></a> ↓
<a id="__codelineno-14-5" name="__codelineno-14-5" href="#__codelineno-14-5"></a>[Optional: Dry-run preview]
<a id="__codelineno-14-6" name="__codelineno-14-6" href="#__codelineno-14-6"></a> ↓
<a id="__codelineno-14-7" name="__codelineno-14-7" href="#__codelineno-14-7"></a>For each candidate:
<a id="__codelineno-14-8" name="__codelineno-14-8" href="#__codelineno-14-8"></a> ├─ Generate Markdown note
<a id="__codelineno-14-9" name="__codelineno-14-9" href="#__codelineno-14-9"></a> ├─ Write to Obsidian vault
<a id="__codelineno-14-10" name="__codelineno-14-10" href="#__codelineno-14-10"></a> ├─ Update status=PROMOTED
<a id="__codelineno-14-11" name="__codelineno-14-11" href="#__codelineno-14-11"></a> └─ Store vault path
</code></pre></div>
<h3 id="garbage-collection_1">Garbage Collection<a class="headerlink" href="#garbage-collection_1" title="Permanent link">¶</a></h3>
<div class="highlight"><pre><span></span><code><a id="__codelineno-15-1" name="__codelineno-15-1" href="#__codelineno-15-1"></a>gc(dry_run, archive_instead)
<a id="__codelineno-15-2" name="__codelineno-15-2" href="#__codelineno-15-2"></a> ↓
<a id="__codelineno-15-3" name="__codelineno-15-3" href="#__codelineno-15-3"></a>Get all ACTIVE memories
<a id="__codelineno-15-4" name="__codelineno-15-4" href="#__codelineno-15-4"></a> ↓
<a id="__codelineno-15-5" name="__codelineno-15-5" href="#__codelineno-15-5"></a>Calculate scores
<a id="__codelineno-15-6" name="__codelineno-15-6" href="#__codelineno-15-6"></a> ↓
<a id="__codelineno-15-7" name="__codelineno-15-7" href="#__codelineno-15-7"></a>Filter: score < forget_threshold
<a id="__codelineno-15-8" name="__codelineno-15-8" href="#__codelineno-15-8"></a> ↓
<a id="__codelineno-15-9" name="__codelineno-15-9" href="#__codelineno-15-9"></a>[Optional: Dry-run preview]
<a id="__codelineno-15-10" name="__codelineno-15-10" href="#__codelineno-15-10"></a> ↓
<a id="__codelineno-15-11" name="__codelineno-15-11" href="#__codelineno-15-11"></a>Delete or Archive
<a id="__codelineno-15-12" name="__codelineno-15-12" href="#__codelineno-15-12"></a> ↓
<a id="__codelineno-15-13" name="__codelineno-15-13" href="#__codelineno-15-13"></a>Return statistics
</code></pre></div>
<h2 id="clustering-for-consolidation">Clustering for Consolidation<a class="headerlink" href="#clustering-for-consolidation" title="Permanent link">¶</a></h2>
<h3 id="similarity-based-clustering">Similarity-Based Clustering<a class="headerlink" href="#similarity-based-clustering" title="Permanent link">¶</a></h3>
<ol>
<li><strong>Embedding Generation</strong>: Use sentence-transformers to create vectors</li>
<li><strong>Pairwise Similarity</strong>: Calculate cosine similarity between memories</li>
<li><strong>Linking</strong>: Connect memories with similarity > threshold (default: 0.83)</li>
<li><strong>Cluster Formation</strong>: Single-linkage clustering</li>
<li><strong>Cohesion Calculation</strong>: Average intra-cluster similarity</li>
</ol>
<h3 id="cluster-actions">Cluster Actions<a class="headerlink" href="#cluster-actions" title="Permanent link">¶</a></h3>
<ul>
<li><strong>Auto-merge</strong> (cohesion ≥ 0.9): Clear duplicates</li>
<li><strong>LLM-review</strong> (0.75 ≤ cohesion < 0.9): Require human/LLM review</li>
<li><strong>Keep-separate</strong> (cohesion < 0.75): Different enough to keep apart</li>
</ul>
<h2 id="integration-points">Integration Points<a class="headerlink" href="#integration-points" title="Permanent link">¶</a></h2>
<h3 id="basic-memory-obsidian">Basic Memory (Obsidian)<a class="headerlink" href="#basic-memory-obsidian" title="Permanent link">¶</a></h3>
<p>When promoting to long-term:</p>
<ol>
<li>Create note in <code>vault/STM/</code> directory</li>
<li>Add YAML frontmatter with metadata</li>
<li>Format content with sections</li>
<li>Include backlinks to related notes (future feature)</li>
<li>Tag appropriately for graph view</li>
</ol>
<h3 id="sentence-transformers-optional">Sentence Transformers (Optional)<a class="headerlink" href="#sentence-transformers-optional" title="Permanent link">¶</a></h3>
<p>For semantic search and clustering:</p>
<ol>
<li>Load model (default: <code>all-MiniLM-L6-v2</code>)</li>
<li>Encode content → 384-dim vector</li>
<li>Store as BLOB in database</li>
<li>Use for similarity search and clustering</li>
</ol>
<h2 id="performance-considerations">Performance Considerations<a class="headerlink" href="#performance-considerations" title="Permanent link">¶</a></h2>
<h3 id="database">Database<a class="headerlink" href="#database" title="Permanent link">¶</a></h3>
<ul>
<li>JSONL is simple and git-friendly for single-machine use</li>
<li>Indexes on frequently queried fields</li>
<li>BLOB storage for embeddings (efficient)</li>
<li>Typical operations: < 10ms</li>
</ul>
<h3 id="embeddings">Embeddings<a class="headerlink" href="#embeddings" title="Permanent link">¶</a></h3>
<ul>
<li>Optional feature (disabled by default)</li>
<li>Model loads on first use (~50MB memory)</li>
<li>Encoding: ~10-50ms per text</li>
<li>Consider batch encoding for bulk operations</li>
</ul>
<h3 id="scaling">Scaling<a class="headerlink" href="#scaling" title="Permanent link">¶</a></h3>
<p>Current design targets:
- 1,000-10,000 active memories
- Single user, single machine
- Local-first architecture</p>
<p>For larger scales, consider:
- External databases (e.g., PostgreSQL) are out of scope for this project
- Vector database (e.g., Qdrant, Weaviate)
- Distributed MCP architecture</p>
<h2 id="configuration-tuning">Configuration Tuning<a class="headerlink" href="#configuration-tuning" title="Permanent link">¶</a></h2>
<h3 id="decay-rate">Decay Rate (λ)<a class="headerlink" href="#decay-rate" title="Permanent link">¶</a></h3>
<ul>
<li><strong>Fast decay</strong> (1-day half-life): <code>λ = 8.02e-6</code></li>
<li><strong>Default</strong> (3-day half-life): <code>λ = 2.673e-6</code></li>
<li><strong>Slow decay</strong> (7-day half-life): <code>λ = 1.145e-6</code></li>
</ul>
<h3 id="thresholds">Thresholds<a class="headerlink" href="#thresholds" title="Permanent link">¶</a></h3>
<p>Adjust based on usage patterns:</p>
<ul>
<li><code>forget_threshold</code>: Lower → keep more memories</li>
<li><code>promote_threshold</code>: Lower → promote more aggressively</li>
<li><code>promote_use_count</code>: Higher → require more reinforcement</li>
</ul>
<h3 id="use-count-weight">Use Count Weight (β)<a class="headerlink" href="#use-count-weight" title="Permanent link">¶</a></h3>
<ul>
<li><strong>Low</strong> (β = 0.3): Linear-ish, less emphasis on repetition</li>
<li><strong>Default</strong> (β = 0.6): Balanced</li>
<li><strong>High</strong> (β = 1.0): Linear, heavy emphasis on use count</li>
</ul>
<h2 id="future-enhancements">Future Enhancements<a class="headerlink" href="#future-enhancements" title="Permanent link">¶</a></h2>
<ol>
<li><strong>LLM Consolidation</strong>: Automatic memory merging with LLM review</li>
<li><strong>Relationship Tracking</strong>: Link related memories explicitly</li>
<li><strong>Context Windows</strong>: Group memories by temporal/semantic context</li>
<li><strong>Adaptive Decay</strong>: Learn optimal decay rates per memory type</li>
<li><strong>Multi-user Support</strong>: Shared memory spaces with access control</li>
<li><strong>Incremental Promotion</strong>: Partial content promotion before full commit</li>
</ol>
</article>
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