use serde::{Deserialize, Serialize};
#[derive(Debug, Clone, Serialize, Deserialize, Default)]
#[serde(default)]
pub struct MemoryPolicy {
pub knowledge: KnowledgePolicy,
pub episodic: EpisodicPolicy,
pub procedural: ProceduralPolicy,
pub lifecycle: LifecyclePolicy,
pub embeddings: EmbeddingsPolicy,
pub gotcha: GotchaPolicy,
pub admission: AdmissionPolicy,
pub compaction: CompactionPolicy,
}
impl MemoryPolicy {
pub fn apply_env_overrides(&mut self) {
self.knowledge.apply_env_overrides();
self.episodic.apply_env_overrides();
self.procedural.apply_env_overrides();
self.lifecycle.apply_env_overrides();
self.embeddings.apply_env_overrides();
self.gotcha.apply_env_overrides();
self.admission.apply_env_overrides();
self.compaction.apply_env_overrides();
}
pub fn apply_overrides(&mut self, o: &MemoryPolicyOverrides) {
self.knowledge.apply_overrides(&o.knowledge);
self.lifecycle.apply_overrides(&o.lifecycle);
}
pub fn validate(&self) -> Result<(), String> {
self.knowledge.validate()?;
self.episodic.validate()?;
self.procedural.validate()?;
self.lifecycle.validate()?;
self.embeddings.validate()?;
self.gotcha.validate()?;
self.admission.validate()?;
self.compaction.validate()?;
Ok(())
}
}
#[derive(Debug, Clone, Serialize, Deserialize, Default)]
#[serde(default)]
pub struct MemoryPolicyOverrides {
pub knowledge: KnowledgePolicyOverrides,
pub lifecycle: LifecyclePolicyOverrides,
}
#[derive(Debug, Clone, Serialize, Deserialize, Default)]
#[serde(default)]
pub struct KnowledgePolicyOverrides {
pub max_facts: Option<usize>,
pub max_patterns: Option<usize>,
pub max_history: Option<usize>,
pub contradiction_threshold: Option<f32>,
pub recall_facts_limit: Option<usize>,
pub rooms_limit: Option<usize>,
pub timeline_limit: Option<usize>,
pub relations_limit: Option<usize>,
}
#[derive(Debug, Clone, Serialize, Deserialize, Default)]
#[serde(default)]
pub struct LifecyclePolicyOverrides {
pub decay_rate: Option<f32>,
pub low_confidence_threshold: Option<f32>,
pub stale_days: Option<i64>,
pub similarity_threshold: Option<f32>,
pub forgetting_model: Option<String>,
pub base_stability_days: Option<f32>,
pub archetype_aware_decay: Option<bool>,
}
#[derive(Debug, Clone, Serialize, Deserialize)]
#[serde(default)]
pub struct KnowledgePolicy {
pub max_facts: usize,
pub max_patterns: usize,
pub max_history: usize,
pub contradiction_threshold: f32,
pub recall_facts_limit: usize,
pub rooms_limit: usize,
pub timeline_limit: usize,
pub relations_limit: usize,
}
impl Default for KnowledgePolicy {
fn default() -> Self {
Self {
max_facts: 200,
max_patterns: 50,
max_history: 100,
contradiction_threshold: 0.5,
recall_facts_limit: crate::core::budgets::KNOWLEDGE_RECALL_FACTS_LIMIT,
rooms_limit: crate::core::budgets::KNOWLEDGE_ROOMS_LIMIT,
timeline_limit: crate::core::budgets::KNOWLEDGE_TIMELINE_LIMIT,
relations_limit: 40,
}
}
}
impl KnowledgePolicy {
fn apply_env_overrides(&mut self) {
if let Ok(v) = std::env::var("LEAN_CTX_KNOWLEDGE_MAX_FACTS")
&& let Ok(n) = v.parse()
{
self.max_facts = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_KNOWLEDGE_MAX_PATTERNS")
&& let Ok(n) = v.parse()
{
self.max_patterns = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_KNOWLEDGE_MAX_HISTORY")
&& let Ok(n) = v.parse()
{
self.max_history = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_KNOWLEDGE_CONTRADICTION_THRESHOLD")
&& let Ok(n) = v.parse()
{
self.contradiction_threshold = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_KNOWLEDGE_RECALL_FACTS_LIMIT")
&& let Ok(n) = v.parse()
{
self.recall_facts_limit = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_KNOWLEDGE_ROOMS_LIMIT")
&& let Ok(n) = v.parse()
{
self.rooms_limit = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_KNOWLEDGE_TIMELINE_LIMIT")
&& let Ok(n) = v.parse()
{
self.timeline_limit = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_KNOWLEDGE_RELATIONS_LIMIT")
&& let Ok(n) = v.parse()
{
self.relations_limit = n;
}
}
fn validate(&self) -> Result<(), String> {
if self.max_facts == 0 {
return Err("memory.knowledge.max_facts must be > 0".to_string());
}
if self.max_patterns == 0 {
return Err("memory.knowledge.max_patterns must be > 0".to_string());
}
if self.max_history == 0 {
return Err("memory.knowledge.max_history must be > 0".to_string());
}
if !(0.0..=1.0).contains(&self.contradiction_threshold) {
return Err(
"memory.knowledge.contradiction_threshold must be in [0.0, 1.0]".to_string(),
);
}
if self.recall_facts_limit == 0 {
return Err("memory.knowledge.recall_facts_limit must be > 0".to_string());
}
if self.rooms_limit == 0 {
return Err("memory.knowledge.rooms_limit must be > 0".to_string());
}
if self.timeline_limit == 0 {
return Err("memory.knowledge.timeline_limit must be > 0".to_string());
}
if self.relations_limit == 0 {
return Err("memory.knowledge.relations_limit must be > 0".to_string());
}
Ok(())
}
fn apply_overrides(&mut self, o: &KnowledgePolicyOverrides) {
if let Some(v) = o.max_facts {
self.max_facts = v;
}
if let Some(v) = o.max_patterns {
self.max_patterns = v;
}
if let Some(v) = o.max_history {
self.max_history = v;
}
if let Some(v) = o.contradiction_threshold {
self.contradiction_threshold = v;
}
if let Some(v) = o.recall_facts_limit {
self.recall_facts_limit = v;
}
if let Some(v) = o.rooms_limit {
self.rooms_limit = v;
}
if let Some(v) = o.timeline_limit {
self.timeline_limit = v;
}
if let Some(v) = o.relations_limit {
self.relations_limit = v;
}
}
}
#[derive(Debug, Clone, Serialize, Deserialize)]
#[serde(default)]
pub struct EpisodicPolicy {
pub max_episodes: usize,
pub max_actions_per_episode: usize,
pub summary_max_chars: usize,
}
impl Default for EpisodicPolicy {
fn default() -> Self {
Self {
max_episodes: 500,
max_actions_per_episode: 50,
summary_max_chars: 200,
}
}
}
impl EpisodicPolicy {
fn apply_env_overrides(&mut self) {
if let Ok(v) = std::env::var("LEAN_CTX_EPISODIC_MAX_EPISODES")
&& let Ok(n) = v.parse()
{
self.max_episodes = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_EPISODIC_MAX_ACTIONS_PER_EPISODE")
&& let Ok(n) = v.parse()
{
self.max_actions_per_episode = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_EPISODIC_SUMMARY_MAX_CHARS")
&& let Ok(n) = v.parse()
{
self.summary_max_chars = n;
}
}
fn validate(&self) -> Result<(), String> {
if self.max_episodes == 0 {
return Err("memory.episodic.max_episodes must be > 0".to_string());
}
if self.max_actions_per_episode == 0 {
return Err("memory.episodic.max_actions_per_episode must be > 0".to_string());
}
if self.summary_max_chars < 40 {
return Err("memory.episodic.summary_max_chars must be >= 40".to_string());
}
Ok(())
}
}
#[derive(Debug, Clone, Serialize, Deserialize)]
#[serde(default)]
pub struct ProceduralPolicy {
pub min_repetitions: usize,
pub min_sequence_len: usize,
pub max_procedures: usize,
pub max_window_size: usize,
}
impl Default for ProceduralPolicy {
fn default() -> Self {
Self {
min_repetitions: 3,
min_sequence_len: 2,
max_procedures: 100,
max_window_size: 10,
}
}
}
impl ProceduralPolicy {
fn apply_env_overrides(&mut self) {
if let Ok(v) = std::env::var("LEAN_CTX_PROCEDURAL_MIN_REPETITIONS")
&& let Ok(n) = v.parse()
{
self.min_repetitions = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_PROCEDURAL_MIN_SEQUENCE_LEN")
&& let Ok(n) = v.parse()
{
self.min_sequence_len = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_PROCEDURAL_MAX_PROCEDURES")
&& let Ok(n) = v.parse()
{
self.max_procedures = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_PROCEDURAL_MAX_WINDOW_SIZE")
&& let Ok(n) = v.parse()
{
self.max_window_size = n;
}
}
fn validate(&self) -> Result<(), String> {
if self.min_repetitions == 0 {
return Err("memory.procedural.min_repetitions must be > 0".to_string());
}
if self.min_sequence_len < 2 {
return Err("memory.procedural.min_sequence_len must be >= 2".to_string());
}
if self.max_procedures == 0 {
return Err("memory.procedural.max_procedures must be > 0".to_string());
}
if self.max_window_size < self.min_sequence_len {
return Err(
"memory.procedural.max_window_size must be >= min_sequence_len".to_string(),
);
}
Ok(())
}
}
#[derive(Debug, Clone, Serialize, Deserialize)]
#[serde(default)]
pub struct LifecyclePolicy {
pub decay_rate: f32,
pub low_confidence_threshold: f32,
pub stale_days: i64,
pub similarity_threshold: f32,
pub forgetting_model: String,
pub base_stability_days: f32,
pub archetype_aware_decay: bool,
pub prune_unretrieved_after_days: Option<i64>,
pub reclaim_headroom_pct: f32,
pub reclaim_enabled: bool,
}
impl Default for LifecyclePolicy {
fn default() -> Self {
Self {
decay_rate: 0.01,
low_confidence_threshold: 0.3,
stale_days: 30,
similarity_threshold: 0.85,
forgetting_model: "ebbinghaus".to_string(),
base_stability_days: crate::core::memory_lifecycle::DEFAULT_BASE_STABILITY_DAYS,
archetype_aware_decay: false,
prune_unretrieved_after_days: Some(90),
reclaim_headroom_pct: crate::core::memory_lifecycle::DEFAULT_RECLAIM_HEADROOM_PCT,
reclaim_enabled: true,
}
}
}
impl LifecyclePolicy {
fn apply_env_overrides(&mut self) {
if let Ok(v) = std::env::var("LEAN_CTX_LIFECYCLE_DECAY_RATE")
&& let Ok(n) = v.parse()
{
self.decay_rate = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_LIFECYCLE_LOW_CONFIDENCE_THRESHOLD")
&& let Ok(n) = v.parse()
{
self.low_confidence_threshold = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_LIFECYCLE_STALE_DAYS")
&& let Ok(n) = v.parse()
{
self.stale_days = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_LIFECYCLE_SIMILARITY_THRESHOLD")
&& let Ok(n) = v.parse()
{
self.similarity_threshold = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_LIFECYCLE_FORGETTING") {
self.forgetting_model = v;
}
if let Ok(v) = std::env::var("LEAN_CTX_LIFECYCLE_BASE_STABILITY_DAYS")
&& let Ok(n) = v.parse()
{
self.base_stability_days = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_LIFECYCLE_ARCHETYPE_AWARE") {
self.archetype_aware_decay = v == "1" || v.eq_ignore_ascii_case("true");
}
if let Ok(v) = std::env::var("LEAN_CTX_LIFECYCLE_PRUNE_UNRETRIEVED_DAYS") {
self.prune_unretrieved_after_days = match v.trim().to_lowercase().as_str() {
"" | "off" | "none" | "0" => None,
s => s.parse::<i64>().ok().filter(|&n| n > 0),
};
}
if let Ok(v) = std::env::var("LEAN_CTX_LIFECYCLE_RECLAIM_HEADROOM_PCT")
&& let Ok(n) = v.parse()
{
self.reclaim_headroom_pct = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_LIFECYCLE_RECLAIM_ENABLED") {
self.reclaim_enabled = !(v == "0" || v.eq_ignore_ascii_case("false"));
}
}
fn validate(&self) -> Result<(), String> {
if !(0.0..=1.0).contains(&self.decay_rate) {
return Err("memory.lifecycle.decay_rate must be in [0.0, 1.0]".to_string());
}
if !(0.0..=1.0).contains(&self.low_confidence_threshold) {
return Err(
"memory.lifecycle.low_confidence_threshold must be in [0.0, 1.0]".to_string(),
);
}
if self.stale_days < 0 {
return Err("memory.lifecycle.stale_days must be >= 0".to_string());
}
if !(0.0..=1.0).contains(&self.similarity_threshold) {
return Err("memory.lifecycle.similarity_threshold must be in [0.0, 1.0]".to_string());
}
if self.base_stability_days <= 0.0 {
return Err("memory.lifecycle.base_stability_days must be > 0".to_string());
}
if !(0.0..=0.95).contains(&self.reclaim_headroom_pct) {
return Err("memory.lifecycle.reclaim_headroom_pct must be in [0.0, 0.95]".to_string());
}
Ok(())
}
fn apply_overrides(&mut self, o: &LifecyclePolicyOverrides) {
if let Some(v) = o.decay_rate {
self.decay_rate = v;
}
if let Some(v) = o.low_confidence_threshold {
self.low_confidence_threshold = v;
}
if let Some(v) = o.stale_days {
self.stale_days = v;
}
if let Some(v) = o.similarity_threshold {
self.similarity_threshold = v;
}
if let Some(ref v) = o.forgetting_model {
self.forgetting_model.clone_from(v);
}
if let Some(v) = o.base_stability_days {
self.base_stability_days = v;
}
if let Some(v) = o.archetype_aware_decay {
self.archetype_aware_decay = v;
}
}
}
#[derive(Debug, Clone, Serialize, Deserialize)]
#[serde(default)]
pub struct EmbeddingsPolicy {
pub max_facts: usize,
}
impl Default for EmbeddingsPolicy {
fn default() -> Self {
Self { max_facts: 2000 }
}
}
impl EmbeddingsPolicy {
fn apply_env_overrides(&mut self) {
if let Ok(v) = std::env::var("LEAN_CTX_KNOWLEDGE_EMBEDDINGS_MAX_FACTS")
&& let Ok(n) = v.parse()
{
self.max_facts = n;
}
}
fn validate(&self) -> Result<(), String> {
if self.max_facts == 0 {
return Err("memory.embeddings.max_facts must be > 0".to_string());
}
Ok(())
}
}
use std::collections::HashMap;
#[derive(Debug, Clone, Serialize, Deserialize)]
#[serde(default)]
pub struct GotchaPolicy {
pub max_gotchas_per_project: usize,
pub retrieval_budget_per_room: usize,
pub default_decay_rate: f32,
pub category_decay_overrides: HashMap<String, f32>,
pub auto_expire_days: Option<i64>,
}
impl Default for GotchaPolicy {
fn default() -> Self {
Self {
max_gotchas_per_project: 100,
retrieval_budget_per_room: 10,
default_decay_rate: 0.03,
category_decay_overrides: HashMap::new(),
auto_expire_days: None,
}
}
}
impl GotchaPolicy {
fn apply_env_overrides(&mut self) {
if let Ok(v) = std::env::var("LEAN_CTX_GOTCHA_MAX_PER_PROJECT")
&& let Ok(n) = v.parse()
{
self.max_gotchas_per_project = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_GOTCHA_RETRIEVAL_BUDGET")
&& let Ok(n) = v.parse()
{
self.retrieval_budget_per_room = n;
}
}
fn validate(&self) -> Result<(), String> {
if self.max_gotchas_per_project == 0 {
return Err("memory.gotcha.max_gotchas_per_project must be > 0".to_string());
}
if self.retrieval_budget_per_room == 0 {
return Err("memory.gotcha.retrieval_budget_per_room must be > 0".to_string());
}
if !(0.0..=1.0).contains(&self.default_decay_rate) {
return Err("memory.gotcha.default_decay_rate must be 0.0-1.0".to_string());
}
Ok(())
}
pub fn effective_decay_rate(&self, category: &str) -> f32 {
self.category_decay_overrides
.get(category)
.copied()
.unwrap_or(self.default_decay_rate)
}
}
#[derive(Debug, Clone, Serialize, Deserialize)]
#[serde(default)]
pub struct AdmissionPolicy {
pub enabled: bool,
pub auto_merge_similarity: f32,
pub min_salience: u32,
}
impl Default for AdmissionPolicy {
fn default() -> Self {
Self {
enabled: true,
auto_merge_similarity: 0.9,
min_salience: 0,
}
}
}
impl AdmissionPolicy {
fn apply_env_overrides(&mut self) {
if let Ok(v) = std::env::var("LEAN_CTX_ADMISSION_ENABLED") {
self.enabled = !(v == "0" || v.eq_ignore_ascii_case("false"));
}
if let Ok(v) = std::env::var("LEAN_CTX_ADMISSION_MERGE_SIMILARITY")
&& let Ok(n) = v.parse()
{
self.auto_merge_similarity = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_ADMISSION_MIN_SALIENCE")
&& let Ok(n) = v.parse()
{
self.min_salience = n;
}
}
fn validate(&self) -> Result<(), String> {
if !(0.0..=1.0).contains(&self.auto_merge_similarity) {
return Err("memory.admission.auto_merge_similarity must be in [0.0, 1.0]".to_string());
}
Ok(())
}
}
#[derive(Debug, Clone, Serialize, Deserialize)]
#[serde(default)]
pub struct CompactionPolicy {
pub enabled: bool,
pub min_cluster: usize,
pub similarity: f32,
pub max_confidence: f32,
pub max_confirmations: u32,
}
impl Default for CompactionPolicy {
fn default() -> Self {
Self {
enabled: true,
min_cluster: 4,
similarity: 0.5,
max_confidence: 0.5,
max_confirmations: 1,
}
}
}
impl CompactionPolicy {
fn apply_env_overrides(&mut self) {
if let Ok(v) = std::env::var("LEAN_CTX_COMPACTION_ENABLED") {
self.enabled = !(v == "0" || v.eq_ignore_ascii_case("false"));
}
if let Ok(v) = std::env::var("LEAN_CTX_COMPACTION_MIN_CLUSTER")
&& let Ok(n) = v.parse()
{
self.min_cluster = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_COMPACTION_SIMILARITY")
&& let Ok(n) = v.parse()
{
self.similarity = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_COMPACTION_MAX_CONFIDENCE")
&& let Ok(n) = v.parse()
{
self.max_confidence = n;
}
if let Ok(v) = std::env::var("LEAN_CTX_COMPACTION_MAX_CONFIRMATIONS")
&& let Ok(n) = v.parse()
{
self.max_confirmations = n;
}
}
fn validate(&self) -> Result<(), String> {
if self.min_cluster < 2 {
return Err("memory.compaction.min_cluster must be >= 2".to_string());
}
if !(0.0..=1.0).contains(&self.similarity) {
return Err("memory.compaction.similarity must be in [0.0, 1.0]".to_string());
}
if !(0.0..=1.0).contains(&self.max_confidence) {
return Err("memory.compaction.max_confidence must be in [0.0, 1.0]".to_string());
}
Ok(())
}
}
#[cfg(test)]
mod tests {
use super::*;
fn restore_env(key: &str, prev: Option<String>) {
match prev {
Some(v) => crate::test_env::set_var(key, v),
None => crate::test_env::remove_var(key),
}
}
#[test]
fn default_policy_is_valid() {
let p = MemoryPolicy::default();
p.validate().expect("default policy must be valid");
}
#[test]
fn memory_discipline_defaults_are_premium() {
let p = MemoryPolicy::default();
assert!(p.admission.enabled, "admission on by default");
assert_eq!(p.admission.min_salience, 0, "salience floor off (lossless)");
assert!(p.compaction.enabled, "cluster compaction on by default");
assert!(p.compaction.min_cluster >= 2);
assert_eq!(
p.lifecycle.prune_unretrieved_after_days,
Some(90),
"conservative recoverable prune default"
);
}
#[test]
fn admission_and_compaction_env_overrides_apply() {
let _lock = crate::core::data_dir::test_env_lock();
let prev = [
(
"LEAN_CTX_ADMISSION_ENABLED",
std::env::var("LEAN_CTX_ADMISSION_ENABLED").ok(),
),
(
"LEAN_CTX_ADMISSION_MIN_SALIENCE",
std::env::var("LEAN_CTX_ADMISSION_MIN_SALIENCE").ok(),
),
(
"LEAN_CTX_COMPACTION_MIN_CLUSTER",
std::env::var("LEAN_CTX_COMPACTION_MIN_CLUSTER").ok(),
),
];
crate::test_env::set_var("LEAN_CTX_ADMISSION_ENABLED", "0");
crate::test_env::set_var("LEAN_CTX_ADMISSION_MIN_SALIENCE", "42");
crate::test_env::set_var("LEAN_CTX_COMPACTION_MIN_CLUSTER", "7");
let mut p = MemoryPolicy::default();
p.apply_env_overrides();
assert!(!p.admission.enabled);
assert_eq!(p.admission.min_salience, 42);
assert_eq!(p.compaction.min_cluster, 7);
for (key, val) in prev {
restore_env(key, val);
}
}
#[test]
fn validate_rejects_invalid_compaction() {
let mut p = MemoryPolicy::default();
p.compaction.min_cluster = 1;
assert!(p.validate().is_err());
let mut p = MemoryPolicy::default();
p.admission.auto_merge_similarity = 1.5;
assert!(p.validate().is_err());
}
#[test]
fn env_overrides_apply() {
let _lock = crate::core::data_dir::test_env_lock();
let prev_facts = std::env::var("LEAN_CTX_KNOWLEDGE_MAX_FACTS").ok();
let prev_stale = std::env::var("LEAN_CTX_LIFECYCLE_STALE_DAYS").ok();
let prev_rep = std::env::var("LEAN_CTX_PROCEDURAL_MIN_REPETITIONS").ok();
crate::test_env::set_var("LEAN_CTX_KNOWLEDGE_MAX_FACTS", "123");
crate::test_env::set_var("LEAN_CTX_LIFECYCLE_STALE_DAYS", "7");
crate::test_env::set_var("LEAN_CTX_PROCEDURAL_MIN_REPETITIONS", "4");
let mut p = MemoryPolicy::default();
p.apply_env_overrides();
assert_eq!(p.knowledge.max_facts, 123);
assert_eq!(p.lifecycle.stale_days, 7);
assert_eq!(p.procedural.min_repetitions, 4);
restore_env("LEAN_CTX_KNOWLEDGE_MAX_FACTS", prev_facts);
restore_env("LEAN_CTX_LIFECYCLE_STALE_DAYS", prev_stale);
restore_env("LEAN_CTX_PROCEDURAL_MIN_REPETITIONS", prev_rep);
}
#[test]
fn validate_rejects_invalid_values() {
let mut p = MemoryPolicy::default();
p.knowledge.max_facts = 0;
assert!(p.validate().is_err());
let mut p = MemoryPolicy::default();
p.lifecycle.decay_rate = 2.0;
assert!(p.validate().is_err());
let mut p = MemoryPolicy::default();
p.procedural.min_sequence_len = 1;
assert!(p.validate().is_err());
}
}