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bamboo_memory/memory_store/
recall.rs

1use std::cmp::Ordering;
2use std::collections::HashSet;
3use std::io;
4use std::sync::Arc;
5
6use futures::StreamExt;
7use serde::Deserialize;
8
9use bamboo_agent_core::Message;
10use bamboo_domain::ReasoningEffort;
11use bamboo_infrastructure::{LLMChunk, LLMProvider, LLMRequestOptions};
12
13use super::{
14    extract_keywords, parse_rfc3339, DurableMemoryStatus, LexicalIndexItem, MemoryScope,
15    MemoryStore,
16};
17
18#[derive(Debug, Clone, PartialEq)]
19pub struct MemoryRecallCandidate {
20    pub id: String,
21    pub title: String,
22    pub score: f64,
23    pub scope: MemoryScope,
24    pub project_key: Option<String>,
25    pub status: DurableMemoryStatus,
26    pub updated_at: String,
27    pub summary: String,
28}
29
30#[derive(Debug, Clone, PartialEq, Eq)]
31pub struct MemoryRecallOptions {
32    pub shortlist_limit: usize,
33    pub include_global_fallback: bool,
34    pub max_candidates_per_scope: usize,
35}
36
37impl Default for MemoryRecallOptions {
38    fn default() -> Self {
39        Self {
40            shortlist_limit: 3,
41            include_global_fallback: true,
42            max_candidates_per_scope: 20,
43        }
44    }
45}
46
47#[derive(Debug, Clone, Copy, PartialEq, Eq)]
48pub enum MemoryRecallStrategy {
49    Lexical,
50    Reranked,
51    RerankFallback,
52}
53
54impl MemoryRecallStrategy {
55    pub fn as_str(self) -> &'static str {
56        match self {
57            Self::Lexical => "lexical",
58            Self::Reranked => "reranked",
59            Self::RerankFallback => "rerank_fallback",
60        }
61    }
62}
63
64#[derive(Debug, Clone, PartialEq)]
65pub struct MemoryRecallSelection {
66    pub candidates: Vec<MemoryRecallCandidate>,
67    pub strategy: MemoryRecallStrategy,
68}
69
70#[derive(Clone)]
71pub struct MemoryRecallRerankContext {
72    pub llm: Arc<dyn LLMProvider>,
73    pub model: String,
74    pub session_id: Option<String>,
75}
76
77#[derive(Debug, Deserialize)]
78struct MemoryRecallRerankEnvelope {
79    #[serde(default)]
80    ids: Vec<String>,
81}
82
83pub async fn shortlist_relevant_memories(
84    store: &MemoryStore,
85    project_key: Option<&str>,
86    query: &str,
87    options: &MemoryRecallOptions,
88) -> io::Result<Vec<MemoryRecallCandidate>> {
89    let limit = options.shortlist_limit.max(1);
90    let mut candidates =
91        lexical_shortlist_relevant_memories(store, project_key, query, options).await?;
92    candidates.truncate(limit);
93    Ok(candidates)
94}
95
96pub async fn select_relevant_memories(
97    store: &MemoryStore,
98    project_key: Option<&str>,
99    query: &str,
100    options: &MemoryRecallOptions,
101    rerank_context: Option<&MemoryRecallRerankContext>,
102) -> io::Result<MemoryRecallSelection> {
103    let query = query.trim();
104    if query.is_empty() {
105        return Ok(MemoryRecallSelection {
106            candidates: Vec::new(),
107            strategy: MemoryRecallStrategy::Lexical,
108        });
109    }
110
111    let limit = options.shortlist_limit.max(1);
112    let mut shortlist =
113        lexical_shortlist_relevant_memories(store, project_key, query, options).await?;
114    if shortlist.is_empty() {
115        return Ok(MemoryRecallSelection {
116            candidates: shortlist,
117            strategy: MemoryRecallStrategy::Lexical,
118        });
119    }
120
121    let Some(rerank_context) = rerank_context else {
122        shortlist.truncate(limit);
123        return Ok(MemoryRecallSelection {
124            candidates: shortlist,
125            strategy: MemoryRecallStrategy::Lexical,
126        });
127    };
128
129    if shortlist.len() <= 1 {
130        shortlist.truncate(limit);
131        return Ok(MemoryRecallSelection {
132            candidates: shortlist,
133            strategy: MemoryRecallStrategy::Lexical,
134        });
135    }
136
137    match rerank_candidate_ids(query, &shortlist, limit, rerank_context).await {
138        Ok(ids) => {
139            let reranked = reorder_candidates_by_ids(&shortlist, &ids, limit);
140            if reranked.is_empty() {
141                let mut lexical = shortlist;
142                lexical.truncate(limit);
143                return Ok(MemoryRecallSelection {
144                    candidates: lexical,
145                    strategy: MemoryRecallStrategy::RerankFallback,
146                });
147            }
148            Ok(MemoryRecallSelection {
149                candidates: reranked,
150                strategy: MemoryRecallStrategy::Reranked,
151            })
152        }
153        Err(error) => {
154            tracing::warn!(
155                "Relevant memory rerank failed for model '{}': {}. Falling back to lexical shortlist.",
156                rerank_context.model,
157                error
158            );
159            shortlist.truncate(limit);
160            Ok(MemoryRecallSelection {
161                candidates: shortlist,
162                strategy: MemoryRecallStrategy::RerankFallback,
163            })
164        }
165    }
166}
167
168async fn lexical_shortlist_relevant_memories(
169    store: &MemoryStore,
170    project_key: Option<&str>,
171    query: &str,
172    options: &MemoryRecallOptions,
173) -> io::Result<Vec<MemoryRecallCandidate>> {
174    let query = query.trim();
175    if query.is_empty() {
176        return Ok(Vec::new());
177    }
178
179    let limit = options.shortlist_limit.max(1);
180    let per_scope_limit = options.max_candidates_per_scope.max(limit);
181
182    if let Some(project_key) = project_key.map(str::trim).filter(|value| !value.is_empty()) {
183        let mut project_hits =
184            shortlist_scope(store, MemoryScope::Project, Some(project_key), query).await?;
185        project_hits.truncate(per_scope_limit);
186        if !project_hits.is_empty() {
187            return Ok(project_hits);
188        }
189    }
190
191    if options.include_global_fallback {
192        let mut global_hits = shortlist_scope(store, MemoryScope::Global, None, query).await?;
193        global_hits.truncate(per_scope_limit);
194        return Ok(global_hits);
195    }
196
197    Ok(Vec::new())
198}
199
200async fn shortlist_scope(
201    store: &MemoryStore,
202    scope: MemoryScope,
203    project_key: Option<&str>,
204    query: &str,
205) -> io::Result<Vec<MemoryRecallCandidate>> {
206    let Some(index) = store.read_lexical_index(scope, project_key).await? else {
207        return Ok(Vec::new());
208    };
209
210    let query_tokens = extract_keywords(query, "", &[]);
211    if query_tokens.is_empty() {
212        return Ok(Vec::new());
213    }
214
215    let mut candidates = index
216        .items
217        .iter()
218        .filter_map(|item| score_lexical_index_item(item, &query_tokens).map(|score| (item, score)))
219        .map(|(item, score)| MemoryRecallCandidate {
220            id: item.id.clone(),
221            title: item.title.clone(),
222            score,
223            scope: item.scope,
224            project_key: item.project_key.clone(),
225            status: item.status,
226            updated_at: item.updated_at.clone(),
227            summary: item.summary.clone(),
228        })
229        .collect::<Vec<_>>();
230
231    sort_recall_candidates(&mut candidates);
232    Ok(candidates)
233}
234
235fn score_lexical_index_item(item: &LexicalIndexItem, query_tokens: &[String]) -> Option<f64> {
236    match item.status {
237        DurableMemoryStatus::Superseded
238        | DurableMemoryStatus::Contradicted
239        | DurableMemoryStatus::Archived => return None,
240        DurableMemoryStatus::Active | DurableMemoryStatus::Stale => {}
241    }
242
243    let title = item.title.to_ascii_lowercase();
244    let summary = item.summary.to_ascii_lowercase();
245
246    let mut score = 0.0;
247    let mut matched_any = false;
248
249    for token in query_tokens {
250        let mut token_score = 0.0;
251        if title.contains(token) {
252            token_score += 3.0;
253        }
254        if item
255            .keywords
256            .iter()
257            .any(|value| value.eq_ignore_ascii_case(token))
258        {
259            token_score += 2.5;
260        }
261        if item
262            .tags
263            .iter()
264            .any(|value| value.eq_ignore_ascii_case(token))
265        {
266            token_score += 2.0;
267        }
268        if item
269            .entities
270            .iter()
271            .any(|value| value.eq_ignore_ascii_case(token))
272        {
273            token_score += 1.5;
274        }
275        if summary.contains(token) {
276            token_score += 1.0;
277        }
278        if token_score > 0.0 {
279            matched_any = true;
280            score += token_score;
281        }
282    }
283
284    if !matched_any {
285        return None;
286    }
287
288    score += lexical_status_adjustment(item.status);
289    Some((score / query_tokens.len() as f64 * 100.0).round() / 100.0)
290}
291
292fn lexical_status_adjustment(status: DurableMemoryStatus) -> f64 {
293    match status {
294        DurableMemoryStatus::Active => 0.0,
295        DurableMemoryStatus::Stale => -0.75,
296        DurableMemoryStatus::Superseded
297        | DurableMemoryStatus::Contradicted
298        | DurableMemoryStatus::Archived => -10.0,
299    }
300}
301
302fn sort_recall_candidates(candidates: &mut [MemoryRecallCandidate]) {
303    candidates.sort_by(|left, right| {
304        right
305            .score
306            .partial_cmp(&left.score)
307            .unwrap_or(Ordering::Equal)
308            .then_with(|| {
309                let left_dt = parse_rfc3339(&left.updated_at)
310                    .unwrap_or(chrono::DateTime::<chrono::Utc>::MIN_UTC);
311                let right_dt = parse_rfc3339(&right.updated_at)
312                    .unwrap_or(chrono::DateTime::<chrono::Utc>::MIN_UTC);
313                right_dt.cmp(&left_dt)
314            })
315            .then_with(|| left.title.cmp(&right.title))
316    });
317}
318
319fn build_rerank_prompt(query: &str, candidates: &[MemoryRecallCandidate], limit: usize) -> String {
320    let mut prompt = String::from("# Bamboo Relevant Memory Recall Rerank\n\n");
321    prompt.push_str(
322        "Select the durable memory candidates that are most relevant to the user query.\n",
323    );
324    prompt.push_str("Return JSON only in the form {\"ids\":[\"candidate-id\", ...]}.\n");
325    prompt
326        .push_str("Do not include commentary, markdown fences, explanations, or unknown ids.\n\n");
327    prompt.push_str("## User query\n");
328    prompt.push_str(query.trim());
329    prompt.push_str("\n\n## Candidate memories\n");
330
331    for (index, candidate) in candidates.iter().enumerate() {
332        prompt.push_str(&format!(
333            "{}. id={}\n   title: {}\n   scope: {}\n   status: {}\n   updated_at: {}\n   lexical_score: {:.2}\n   summary: {}\n",
334            index + 1,
335            candidate.id,
336            candidate.title,
337            candidate.scope.as_str(),
338            candidate.status.as_str(),
339            candidate.updated_at,
340            candidate.score,
341            candidate.summary.replace('\n', " "),
342        ));
343    }
344
345    prompt.push_str(&format!(
346        "\n## Selection rules\n- Return at most {limit} ids.\n- Use only ids from the candidate list above.\n- Prefer candidates that best answer the user query or encode active preferences/constraints relevant to it.\n- Prefer active memories over stale ones when relevance is otherwise similar.\n- Keep the ids ordered best-to-worst.\n"
347    ));
348    prompt
349}
350
351async fn rerank_candidate_ids(
352    query: &str,
353    candidates: &[MemoryRecallCandidate],
354    limit: usize,
355    context: &MemoryRecallRerankContext,
356) -> Result<Vec<String>, String> {
357    let model = context.model.trim();
358    if model.is_empty() {
359        return Err("rerank model is empty".to_string());
360    }
361
362    let messages = vec![
363        Message::system(
364            "You rerank Bamboo durable-memory recall candidates. Return strict JSON only in the form {\"ids\":[...]} using only candidate ids from the prompt.",
365        ),
366        Message::user(build_rerank_prompt(query, candidates, limit)),
367    ];
368    let options = LLMRequestOptions {
369        session_id: context.session_id.clone(),
370        reasoning_effort: Some(ReasoningEffort::High),
371        parallel_tool_calls: None,
372        responses: None,
373        request_purpose: Some("memory_rerank".to_string()),
374    };
375
376    let mut stream = context
377        .llm
378        .chat_stream_with_options(&messages, &[], Some(8192), model, Some(&options))
379        .await
380        .map_err(|error| format!("rerank provider call failed: {error}"))?;
381
382    let content = tokio::time::timeout(std::time::Duration::from_secs(30), async {
383        let mut content = String::new();
384        while let Some(chunk_result) = stream.next().await {
385            match chunk_result {
386                Ok(LLMChunk::Token(text)) => content.push_str(&text),
387                Ok(LLMChunk::Done) => break,
388                Ok(_) => {}
389                Err(error) => {
390                    if !content.trim().is_empty() {
391                        break;
392                    }
393                    return Err(format!("rerank stream failed: {error}"));
394                }
395            }
396        }
397        Ok(content)
398    })
399    .await
400    .unwrap_or_else(|_| Err("rerank timed out after 30s".to_string()))?;
401
402    parse_reranked_ids(&content, candidates)
403        .ok_or_else(|| format!("failed to parse rerank response: {}", content.trim()))
404}
405
406fn reorder_candidates_by_ids(
407    lexical_candidates: &[MemoryRecallCandidate],
408    preferred_ids: &[String],
409    limit: usize,
410) -> Vec<MemoryRecallCandidate> {
411    if lexical_candidates.is_empty() || limit == 0 {
412        return Vec::new();
413    }
414
415    let allowed = lexical_candidates
416        .iter()
417        .map(|candidate| candidate.id.as_str())
418        .collect::<HashSet<_>>();
419    let mut seen = HashSet::new();
420    let mut ordered = Vec::new();
421
422    for id in preferred_ids {
423        let trimmed = id.trim();
424        if trimmed.is_empty() || !allowed.contains(trimmed) || !seen.insert(trimmed.to_string()) {
425            continue;
426        }
427        if let Some(candidate) = lexical_candidates
428            .iter()
429            .find(|candidate| candidate.id == trimmed)
430            .cloned()
431        {
432            ordered.push(candidate);
433            if ordered.len() >= limit {
434                return ordered;
435            }
436        }
437    }
438
439    for candidate in lexical_candidates {
440        if seen.insert(candidate.id.clone()) {
441            ordered.push(candidate.clone());
442            if ordered.len() >= limit {
443                break;
444            }
445        }
446    }
447
448    ordered
449}
450
451fn parse_reranked_ids(raw: &str, candidates: &[MemoryRecallCandidate]) -> Option<Vec<String>> {
452    let stripped = strip_markdown_fence(raw);
453    let fragment = extract_json_fragment(&stripped).unwrap_or(stripped.trim());
454    let ids = serde_json::from_str::<MemoryRecallRerankEnvelope>(fragment)
455        .map(|value| value.ids)
456        .or_else(|_| serde_json::from_str::<Vec<String>>(fragment))
457        .ok()?;
458
459    let allowed = candidates
460        .iter()
461        .map(|candidate| candidate.id.as_str())
462        .collect::<HashSet<_>>();
463    let mut seen = HashSet::new();
464    let mut out = Vec::new();
465
466    for id in ids {
467        let trimmed = id.trim();
468        if trimmed.is_empty() || !allowed.contains(trimmed) || !seen.insert(trimmed.to_string()) {
469            continue;
470        }
471        out.push(trimmed.to_string());
472    }
473
474    (!out.is_empty()).then_some(out)
475}
476
477fn strip_markdown_fence(raw: &str) -> String {
478    let trimmed = raw.trim();
479    for fence in ["````", "```"] {
480        if let Some(after_fence) = trimmed.strip_prefix(fence) {
481            let Some(first_newline) = after_fence.find('\n') else {
482                continue;
483            };
484            let body = &after_fence[first_newline + 1..];
485            if let Some(end_idx) = body.rfind(fence) {
486                return body[..end_idx].trim().to_string();
487            }
488        }
489    }
490    trimmed.to_string()
491}
492
493fn extract_json_fragment(raw: &str) -> Option<&str> {
494    let trimmed = raw.trim();
495    if trimmed.is_empty() {
496        return None;
497    }
498
499    if let (Some(start), Some(end)) = (trimmed.find('{'), trimmed.rfind('}')) {
500        if start <= end {
501            return Some(trimmed[start..=end].trim());
502        }
503    }
504
505    if let (Some(start), Some(end)) = (trimmed.find('['), trimmed.rfind(']')) {
506        if start <= end {
507            return Some(trimmed[start..=end].trim());
508        }
509    }
510
511    None
512}
513
514#[cfg(test)]
515mod tests {
516    use super::*;
517    use crate::memory_store::DurableMemoryType;
518    use async_trait::async_trait;
519    use bamboo_infrastructure::llm::provider::LLMRequestOptions;
520    use bamboo_domain::ReasoningEffort;
521    use bamboo_infrastructure::{LLMChunk, LLMError, LLMProvider, LLMStream};
522    use futures::stream;
523    use std::sync::Mutex;
524    use tempfile::tempdir;
525
526    fn item(
527        id: &str,
528        title: &str,
529        status: DurableMemoryStatus,
530        updated_at: &str,
531        keywords: &[&str],
532        tags: &[&str],
533        entities: &[&str],
534        summary: &str,
535    ) -> LexicalIndexItem {
536        LexicalIndexItem {
537            id: id.to_string(),
538            title: title.to_string(),
539            scope: MemoryScope::Project,
540            project_key: Some("proj-1".to_string()),
541            r#type: DurableMemoryType::Project,
542            status,
543            tags: tags.iter().map(|v| v.to_string()).collect(),
544            keywords: keywords.iter().map(|v| v.to_string()).collect(),
545            entities: entities.iter().map(|v| v.to_string()).collect(),
546            updated_at: updated_at.to_string(),
547            created_at: updated_at.to_string(),
548            summary: summary.to_string(),
549        }
550    }
551
552    #[derive(Clone)]
553    struct StaticResponseProvider {
554        response: String,
555        requested_models: Arc<Mutex<Vec<String>>>,
556    }
557
558    impl StaticResponseProvider {
559        fn new(response: impl Into<String>) -> Self {
560            Self {
561                response: response.into(),
562                requested_models: Arc::new(Mutex::new(Vec::new())),
563            }
564        }
565    }
566
567    #[async_trait]
568    impl LLMProvider for StaticResponseProvider {
569        async fn chat_stream(
570            &self,
571            _messages: &[Message],
572            _tools: &[bamboo_agent_core::ToolSchema],
573            _max_output_tokens: Option<u32>,
574            model: &str,
575        ) -> Result<LLMStream, LLMError> {
576            self.requested_models
577                .lock()
578                .expect("lock poisoned")
579                .push(model.to_string());
580            Ok(Box::pin(stream::iter(vec![
581                Ok(LLMChunk::Token(self.response.clone())),
582                Ok(LLMChunk::Done),
583            ])))
584        }
585    }
586
587    #[test]
588    fn title_matches_outrank_keyword_only_matches() {
589        let query_tokens = vec!["release".to_string(), "freeze".to_string()];
590        let title_item = item(
591            "a",
592            "Release freeze decision",
593            DurableMemoryStatus::Active,
594            "2026-04-09T00:00:00Z",
595            &[],
596            &[],
597            &[],
598            "summary",
599        );
600        let keyword_item = item(
601            "b",
602            "Deployment decision",
603            DurableMemoryStatus::Active,
604            "2026-04-09T00:00:00Z",
605            &["release", "freeze"],
606            &[],
607            &[],
608            "summary",
609        );
610
611        let title_score = score_lexical_index_item(&title_item, &query_tokens).unwrap();
612        let keyword_score = score_lexical_index_item(&keyword_item, &query_tokens).unwrap();
613        assert!(title_score > keyword_score);
614    }
615
616    #[test]
617    fn active_items_outrank_stale_items() {
618        let query_tokens = vec!["release".to_string()];
619        let active = item(
620            "a",
621            "Release freeze decision",
622            DurableMemoryStatus::Active,
623            "2026-04-09T00:00:00Z",
624            &[],
625            &[],
626            &[],
627            "summary",
628        );
629        let stale = item(
630            "b",
631            "Release freeze decision",
632            DurableMemoryStatus::Stale,
633            "2026-04-10T00:00:00Z",
634            &[],
635            &[],
636            &[],
637            "summary",
638        );
639
640        let active_score = score_lexical_index_item(&active, &query_tokens).unwrap();
641        let stale_score = score_lexical_index_item(&stale, &query_tokens).unwrap();
642        assert!(active_score > stale_score);
643    }
644
645    #[test]
646    fn contradicted_and_archived_items_are_filtered_out() {
647        let query_tokens = vec!["release".to_string()];
648        let contradicted = item(
649            "a",
650            "Release freeze decision",
651            DurableMemoryStatus::Contradicted,
652            "2026-04-09T00:00:00Z",
653            &[],
654            &[],
655            &[],
656            "summary",
657        );
658        let archived = item(
659            "b",
660            "Release freeze decision",
661            DurableMemoryStatus::Archived,
662            "2026-04-09T00:00:00Z",
663            &[],
664            &[],
665            &[],
666            "summary",
667        );
668
669        assert!(score_lexical_index_item(&contradicted, &query_tokens).is_none());
670        assert!(score_lexical_index_item(&archived, &query_tokens).is_none());
671    }
672
673    #[test]
674    fn parse_reranked_ids_accepts_fenced_json_and_filters_unknown_ids() {
675        let candidates = vec![
676            MemoryRecallCandidate {
677                id: "mem-a".to_string(),
678                title: "A".to_string(),
679                score: 10.0,
680                scope: MemoryScope::Project,
681                project_key: Some("proj-1".to_string()),
682                status: DurableMemoryStatus::Active,
683                updated_at: "2026-04-09T00:00:00Z".to_string(),
684                summary: "summary a".to_string(),
685            },
686            MemoryRecallCandidate {
687                id: "mem-b".to_string(),
688                title: "B".to_string(),
689                score: 9.0,
690                scope: MemoryScope::Project,
691                project_key: Some("proj-1".to_string()),
692                status: DurableMemoryStatus::Active,
693                updated_at: "2026-04-09T00:00:00Z".to_string(),
694                summary: "summary b".to_string(),
695            },
696        ];
697
698        let parsed = parse_reranked_ids(
699            "```json\n{\"ids\":[\"mem-b\",\"unknown\",\"mem-a\",\"mem-b\"]}\n```",
700            &candidates,
701        )
702        .expect("reranked ids should parse");
703
704        assert_eq!(parsed, vec!["mem-b".to_string(), "mem-a".to_string()]);
705    }
706
707    #[test]
708    fn reorder_candidates_by_ids_appends_remaining_lexical_candidates() {
709        let lexical = vec![
710            MemoryRecallCandidate {
711                id: "mem-a".to_string(),
712                title: "A".to_string(),
713                score: 10.0,
714                scope: MemoryScope::Project,
715                project_key: Some("proj-1".to_string()),
716                status: DurableMemoryStatus::Active,
717                updated_at: "2026-04-09T00:00:00Z".to_string(),
718                summary: "summary a".to_string(),
719            },
720            MemoryRecallCandidate {
721                id: "mem-b".to_string(),
722                title: "B".to_string(),
723                score: 9.0,
724                scope: MemoryScope::Project,
725                project_key: Some("proj-1".to_string()),
726                status: DurableMemoryStatus::Active,
727                updated_at: "2026-04-09T00:00:00Z".to_string(),
728                summary: "summary b".to_string(),
729            },
730            MemoryRecallCandidate {
731                id: "mem-c".to_string(),
732                title: "C".to_string(),
733                score: 8.0,
734                scope: MemoryScope::Project,
735                project_key: Some("proj-1".to_string()),
736                status: DurableMemoryStatus::Active,
737                updated_at: "2026-04-09T00:00:00Z".to_string(),
738                summary: "summary c".to_string(),
739            },
740        ];
741
742        let reordered =
743            reorder_candidates_by_ids(&lexical, &["mem-c".to_string(), "mem-a".to_string()], 3);
744
745        assert_eq!(reordered[0].id, "mem-c");
746        assert_eq!(reordered[1].id, "mem-a");
747        assert_eq!(reordered[2].id, "mem-b");
748    }
749
750    #[tokio::test]
751    async fn project_scope_shortlist_excludes_global_when_project_hits_exist() {
752        let dir = tempdir().unwrap();
753        let store = MemoryStore::new(dir.path());
754
755        store
756            .write_memory(
757                MemoryScope::Project,
758                Some("proj-1"),
759                DurableMemoryType::Project,
760                "Release freeze decision",
761                "Project-specific release freeze note.",
762                &["release".to_string()],
763                Some("session-1"),
764                "main-model",
765                false,
766            )
767            .await
768            .unwrap();
769        store
770            .write_memory(
771                MemoryScope::Global,
772                None,
773                DurableMemoryType::Reference,
774                "Global release guidance",
775                "Global note that should not be used when project hits exist.",
776                &["release".to_string()],
777                Some("session-1"),
778                "main-model",
779                false,
780            )
781            .await
782            .unwrap();
783
784        let candidates = shortlist_relevant_memories(
785            &store,
786            Some("proj-1"),
787            "release freeze",
788            &MemoryRecallOptions::default(),
789        )
790        .await
791        .unwrap();
792
793        assert!(!candidates.is_empty());
794        assert!(candidates
795            .iter()
796            .all(|candidate| candidate.scope == MemoryScope::Project));
797    }
798
799    #[tokio::test]
800    async fn global_fallback_triggers_only_when_project_hits_are_absent() {
801        let dir = tempdir().unwrap();
802        let store = MemoryStore::new(dir.path());
803
804        store
805            .write_memory(
806                MemoryScope::Global,
807                None,
808                DurableMemoryType::Reference,
809                "Global release guidance",
810                "Fallback note for release work.",
811                &["release".to_string()],
812                Some("session-1"),
813                "main-model",
814                false,
815            )
816            .await
817            .unwrap();
818
819        let candidates = shortlist_relevant_memories(
820            &store,
821            Some("proj-missing"),
822            "release guidance",
823            &MemoryRecallOptions::default(),
824        )
825        .await
826        .unwrap();
827
828        assert!(!candidates.is_empty());
829        assert!(candidates
830            .iter()
831            .all(|candidate| candidate.scope == MemoryScope::Global));
832    }
833
834    #[tokio::test]
835    async fn model_rerank_reorders_lexical_shortlist_when_enabled() {
836        let dir = tempdir().unwrap();
837        let store = MemoryStore::new(dir.path());
838
839        let lexical_first = store
840            .write_memory(
841                MemoryScope::Project,
842                Some("proj-1"),
843                DurableMemoryType::Project,
844                "Release freeze checklist",
845                "Generic release freeze checklist for shipping work.",
846                &["release".to_string(), "freeze".to_string()],
847                Some("session-1"),
848                "main-model",
849                false,
850            )
851            .await
852            .unwrap();
853        let reranked_first = store
854            .write_memory(
855                MemoryScope::Project,
856                Some("proj-1"),
857                DurableMemoryType::Project,
858                "Mobile launch blocker",
859                "This durable note captures the release freeze decision for the mobile app and should be preferred for mobile freeze requests.",
860                &["mobile".to_string(), "launch".to_string()],
861                Some("session-1"),
862                "main-model",
863                false,
864            )
865            .await
866            .unwrap();
867
868        let provider = StaticResponseProvider::new(format!(
869            "{{\"ids\":[\"{}\",\"{}\"]}}",
870            reranked_first.frontmatter.id, lexical_first.frontmatter.id
871        ));
872        let requested_models = provider.requested_models.clone();
873        let selection = select_relevant_memories(
874            &store,
875            Some("proj-1"),
876            "release freeze for mobile",
877            &MemoryRecallOptions {
878                shortlist_limit: 2,
879                include_global_fallback: false,
880                max_candidates_per_scope: 12,
881            },
882            Some(&MemoryRecallRerankContext {
883                llm: Arc::new(provider),
884                model: "rerank-fast-model".to_string(),
885                session_id: Some("session-1".to_string()),
886            }),
887        )
888        .await
889        .unwrap();
890
891        assert_eq!(selection.strategy, MemoryRecallStrategy::Reranked);
892        assert_eq!(selection.candidates.len(), 2);
893        assert_eq!(selection.candidates[0].id, reranked_first.frontmatter.id);
894        assert_eq!(selection.candidates[1].id, lexical_first.frontmatter.id);
895        assert_eq!(
896            requested_models.lock().expect("lock poisoned").as_slice(),
897            ["rerank-fast-model"]
898        );
899    }
900
901    #[tokio::test]
902    async fn invalid_model_rerank_response_falls_back_to_lexical_order() {
903        let dir = tempdir().unwrap();
904        let store = MemoryStore::new(dir.path());
905
906        let lexical_first = store
907            .write_memory(
908                MemoryScope::Project,
909                Some("proj-1"),
910                DurableMemoryType::Project,
911                "Release freeze checklist",
912                "Generic release freeze checklist for shipping work.",
913                &["release".to_string(), "freeze".to_string()],
914                Some("session-1"),
915                "main-model",
916                false,
917            )
918            .await
919            .unwrap();
920        let lexical_second = store
921            .write_memory(
922                MemoryScope::Project,
923                Some("proj-1"),
924                DurableMemoryType::Project,
925                "Mobile launch blocker",
926                "This durable note captures the release freeze decision for the mobile app.",
927                &["mobile".to_string(), "launch".to_string()],
928                Some("session-1"),
929                "main-model",
930                false,
931            )
932            .await
933            .unwrap();
934
935        let selection = select_relevant_memories(
936            &store,
937            Some("proj-1"),
938            "release freeze for mobile",
939            &MemoryRecallOptions {
940                shortlist_limit: 2,
941                include_global_fallback: false,
942                max_candidates_per_scope: 12,
943            },
944            Some(&MemoryRecallRerankContext {
945                llm: Arc::new(StaticResponseProvider::new("not valid json")),
946                model: "rerank-fast-model".to_string(),
947                session_id: Some("session-1".to_string()),
948            }),
949        )
950        .await
951        .unwrap();
952
953        assert_eq!(selection.strategy, MemoryRecallStrategy::RerankFallback);
954        assert_eq!(selection.candidates.len(), 2);
955        assert_eq!(selection.candidates[0].id, lexical_first.frontmatter.id);
956        assert_eq!(selection.candidates[1].id, lexical_second.frontmatter.id);
957    }
958
959    /// Provider that captures `max_output_tokens` and `reasoning_effort` from `chat_stream_with_options`.
960    #[derive(Default)]
961    struct RequestOptionsCaptureProvider {
962        captured_max_tokens: Mutex<Vec<Option<u32>>>,
963        captured_reasoning: Mutex<Vec<Option<ReasoningEffort>>>,
964    }
965
966    #[async_trait]
967    impl LLMProvider for RequestOptionsCaptureProvider {
968        async fn chat_stream(
969            &self,
970            _messages: &[Message],
971            _tools: &[bamboo_agent_core::ToolSchema],
972            _max_output_tokens: Option<u32>,
973            _model: &str,
974        ) -> Result<LLMStream, LLMError> {
975            Ok(Box::pin(stream::iter(vec![
976                Ok(LLMChunk::Token("{\"ids\":[]}".to_string())),
977                Ok(LLMChunk::Done),
978            ])))
979        }
980
981        async fn chat_stream_with_options(
982            &self,
983            messages: &[Message],
984            tools: &[bamboo_agent_core::ToolSchema],
985            max_output_tokens: Option<u32>,
986            model: &str,
987            options: Option<&LLMRequestOptions>,
988        ) -> Result<LLMStream, LLMError> {
989            self.captured_max_tokens
990                .lock()
991                .expect("lock should not be poisoned")
992                .push(max_output_tokens);
993            self.captured_reasoning
994                .lock()
995                .expect("lock should not be poisoned")
996                .push(options.and_then(|o| o.reasoning_effort));
997            self.chat_stream(messages, tools, max_output_tokens, model)
998                .await
999        }
1000    }
1001
1002    #[tokio::test]
1003    async fn rerank_sufficient_max_tokens_for_high_reasoning() {
1004        let provider = Arc::new(RequestOptionsCaptureProvider::default());
1005        let candidates = vec![MemoryRecallCandidate {
1006            id: "mem-1".to_string(),
1007            score: 0.9,
1008            title: "Test memory".to_string(),
1009            scope: MemoryScope::Project,
1010            project_key: Some("proj-1".to_string()),
1011            status: DurableMemoryStatus::Active,
1012            updated_at: "2026-05-08T00:00:00Z".to_string(),
1013            summary: "A test durable memory entry".to_string(),
1014        }];
1015        let context = MemoryRecallRerankContext {
1016            llm: provider.clone(),
1017            model: "deepseek-v4-pro".to_string(),
1018            session_id: Some("test-session".to_string()),
1019        };
1020
1021        let _ = rerank_candidate_ids("test query", &candidates, 5, &context).await;
1022
1023        let captured_reasoning = provider
1024            .captured_reasoning
1025            .lock()
1026            .expect("lock should not be poisoned");
1027        let captured_max_tokens = provider
1028            .captured_max_tokens
1029            .lock()
1030            .expect("lock should not be poisoned");
1031        assert_eq!(
1032            captured_reasoning.as_slice(),
1033            [Some(ReasoningEffort::High)],
1034            "rerank should request High reasoning"
1035        );
1036        let max_tokens = captured_max_tokens[0].expect("max_output_tokens should be set");
1037        assert!(
1038            max_tokens > 4096,
1039            "max_output_tokens ({}) must exceed thinking budget (4096) to avoid truncation",
1040            max_tokens
1041        );
1042    }
1043}