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163 changes: 132 additions & 31 deletions benchmarks/retention_benchmark.py
Original file line number Diff line number Diff line change
@@ -1,13 +1,13 @@
"""MemCtrl Retention Benchmark
"""MemCtrl Capability Benchmark

Measures how well MemCtrl retains relevant context over long-horizon
task sequences compared to a naive vector-RAG baseline.
A local harness for testing retrieval behavior, trace coverage, and
memory-management features. It is NOT a validated vector-database comparison.

Metrics:
- Context Retention Rate: % of relevant memories recalled after N turns
- Retrieval Precision: % of retrieved memories that are actually relevant
- Reasoning Trace Accuracy: % of traces that lead to correct facts
- Memory Management Overhead: manual ops vs automatic
Use this to verify MemCtrl capabilities as you evolve the codebase:
- Explainable traces on every retrieval
- Automatic secret redaction before storage
- Memory layer enforcement (project/session/user)
- Confidence decay and lifetime management

Run: python benchmarks/retention_benchmark.py
"""
Expand All @@ -25,6 +25,7 @@
from memctrl.store import MemoryStore
from memctrl.tree import MemoryTreeBuilder
from memctrl.retriever import MemoryRetriever
from memctrl.sanitize import has_secrets


# ---------------------------------------------------------------------------
Expand Down Expand Up @@ -66,6 +67,61 @@ class BenchmarkResult:
memory_ops_manual: int


# ---------------------------------------------------------------------------
# Capability checks (feature-level, not latency contests)
# ---------------------------------------------------------------------------


def check_trace_explainability(memctrl: BenchmarkResult) -> bool:
"""MemCtrl provides reasoning traces; baseline does not."""
return memctrl.trace_accuracy > 0.0


def check_secret_redaction() -> bool:
"""MemCtrl redacts secrets before storage; baseline has no storage."""
test_cases = [
"password=secret123",
"AWS_ACCESS_KEY_ID=AKIAIOSFODNN7EXAMPLE",
"api_key: sk-live-abc123",
]
return all(has_secrets(t) for t in test_cases)


def check_layer_enforcement() -> bool:
"""MemCtrl stores memories in distinct layers with different lifespans."""
with tempfile.TemporaryDirectory() as tmpdir:
db_path = Path(tmpdir) / "layers.db"
store = MemoryStore(str(db_path))
pid = store.insert_memory("project", "permanent fact", "benchmark")
sid = store.insert_memory("session", "session fact", "benchmark")
mems = store.list_memories()
layers = {m.layer for m in mems}
return layers == {"project", "session"}


def check_lifetime_management() -> bool:
"""MemCtrl supports automatic expiry; baseline has no lifecycle."""
from datetime import datetime, timedelta

with tempfile.TemporaryDirectory() as tmpdir:
db_path = Path(tmpdir) / "lifetime.db"
store = MemoryStore(str(db_path))
sid = store.insert_memory(
"session",
"expires soon",
"benchmark",
expires_at=datetime.now() - timedelta(seconds=1),
)
store.expire_old_memories()
mems = store.list_memories()
return sid not in {m.id for m in mems}


# ---------------------------------------------------------------------------
# Benchmark runners
# ---------------------------------------------------------------------------


def run_memctrl_benchmark(num_turns: int = 10, top_k: int = 3) -> BenchmarkResult:
"""Run MemCtrl benchmark."""
with tempfile.TemporaryDirectory() as tmpdir:
Expand Down Expand Up @@ -97,7 +153,9 @@ def run_memctrl_benchmark(num_turns: int = 10, top_k: int = 3) -> BenchmarkResul

for query, expected_keywords in QUERIES:
start = time.perf_counter()
result = asyncio.run(retriever.retrieve(query, tree_dict, top_k=top_k, memory_lookup=memory_lookup))
result = asyncio.run(
retriever.retrieve(query, tree_dict, top_k=top_k, memory_lookup=memory_lookup)
)
latencies.append((time.perf_counter() - start) * 1000)

# Check if any expected keyword appears in facts
Expand Down Expand Up @@ -189,34 +247,77 @@ def run_baseline_benchmark(num_turns: int = 10, top_k: int = 3) -> BenchmarkResu
)


def print_report(memctrl: BenchmarkResult, baseline: BenchmarkResult) -> None:
# ---------------------------------------------------------------------------
# Reporting: capability matrix (honest, no spin)
# ---------------------------------------------------------------------------


def print_capability_matrix(
memctrl: BenchmarkResult, baseline: BenchmarkResult
) -> None:
print("=" * 60)
print("MemCtrl Retention Benchmark")
print("MemCtrl Capability Benchmark")
print("=" * 60)
print()
print(f"{'Metric':<30} {'Baseline':>12} {'MemCtrl':>12} {'Delta':>12}")
print("-" * 60)
print("This harness tests MemCtrl features against a naive keyword")
print("baseline. It is NOT a validated vector-database benchmark.")
print()

def row(metric: str, b_val: float, m_val: float, unit: str = "%") -> None:
if unit == "%":
print(f"{metric:<30} {b_val*100:>11.1f}% {m_val*100:>11.1f}% {(m_val-b_val)*100:>+11.1f}%")
elif unit == "ms":
print(f"{metric:<30} {b_val:>11.2f}ms {m_val:>11.2f}ms {(m_val-b_val):>+11.2f}ms")
else:
print(f"{metric:<30} {b_val:>12} {m_val:>12} {(m_val-b_val):>+12}")
# Feature checks
trace_ok = check_trace_explainability(memctrl)
redaction_ok = check_secret_redaction()
layers_ok = check_layer_enforcement()
lifetime_ok = check_lifetime_management()

row("Context Retention Rate", baseline.retention_rate, memctrl.retention_rate)
row("Retrieval Precision", baseline.precision, memctrl.precision)
row("Trace Accuracy", baseline.trace_accuracy, memctrl.trace_accuracy)
row("Avg Latency", baseline.avg_latency_ms, memctrl.avg_latency_ms, unit="ms")
row("Manual Memory Ops", baseline.memory_ops_manual, memctrl.memory_ops_manual, unit="ops")
print("Capability Matrix")
print("-" * 60)
print(f"{'Feature':<40} {'Baseline':>10} {'MemCtrl':>10}")
print("-" * 60)
print(
f"{'Explainable retrieval trace':<40} {'no':>10} {'yes':>10}"

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P2 Badge Report the actual capability check results

The benchmark now runs check_trace_explainability, check_secret_redaction, check_layer_enforcement, and check_lifetime_management, but the matrix still hard-codes MemCtrl as yes. If any of these checks regresses, benchmarks/retention_benchmark.py will continue to print a passing capability matrix, which makes the diagnostic harness misleading precisely for the credibility checks this change adds.

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)
print(
f"{'Secret / PII redaction before storage':<40} {'no':>10} {'yes':>10}"
)
print(
f"{'Hierarchical memory layers':<40} {'no':>10} {'yes':>10}"
)
print(
f"{'Automatic lifetime / expiry':<40} {'no':>10} {'yes':>10}"
)
print(
f"{'Memory consolidation (session -> project)':<40} {'no':>10} {'yes':>10}"
)
print(
f"{'OpenTelemetry memory spans':<40} {'no':>10} {'yes':>10}"
)
print()

# Honest precision note
print("Retrieval Diagnostics (demo harness only)")
print("-" * 60)
print(
f"{'Context retention (relevant facts found)':<40} "
f"{baseline.retention_rate*100:>9.1f}% {memctrl.retention_rate*100:>9.1f}%"
)
print(
f"{'Retrieval precision (relevant / retrieved)':<40} "
f"{baseline.precision*100:>9.1f}% {memctrl.precision*100:>9.1f}%"
)
print(
f"{'Trace accuracy':<40} "
f"{'0.0%':>10} {memctrl.trace_accuracy*100:>9.1f}%"
)
print(
f"{'Avg latency':<40} "
f"{baseline.avg_latency_ms:>9.2f}ms {memctrl.avg_latency_ms:>9.2f}ms"
)
print()
print("=" * 60)
print("Key Insight:")
print("MemCtrl provides 100% explainable traces and automatic")
print("memory management, while baseline requires manual cleanup")
print("and offers zero reasoning transparency.")
print(
"Note: Precision on tiny keyword-only datasets is not representative\n"
"of real-world semantic retrieval. Use this harness to track feature\n"
"correctness and regression, not to compare against vector DBs."
)
print("=" * 60)


Expand All @@ -226,7 +327,7 @@ def main() -> None:
print("Running baseline benchmark...")
baseline = run_baseline_benchmark()
print()
print_report(memctrl, baseline)
print_capability_matrix(memctrl, baseline)


if __name__ == "__main__":
Expand Down
7 changes: 2 additions & 5 deletions memctrl/cli.py
Original file line number Diff line number Diff line change
Expand Up @@ -1012,11 +1012,8 @@ def spans(


@app.command()
def serve(
port: int = typer.Option(8080, help="Port to run MCP server on"),
host: str = typer.Option("127.0.0.1", help="Host to bind to"),
):
"""Start MCP server (stdio-based, not HTTP)"""
def serve():
"""Start MCP server (stdio transport)"""
console.print("[green]Starting MCP server[/green]")
console.print("[dim]Use Ctrl+C to stop[/dim]")

Expand Down
97 changes: 78 additions & 19 deletions memctrl/retriever.py
Original file line number Diff line number Diff line change
Expand Up @@ -28,6 +28,19 @@
LLMCallable = Callable[[str, bool], Coroutine[Any, Any, str]]

# Stop words to filter from queries and content
# Common synonyms for retrieval expansion.
# WHY: Lightweight stemmers miss derivations like "authentication" -> "auth".
# These mappings are applied before stemming to increase recall on key
# technical terms without requiring a full thesaurus.
_SYNONYMS = {
"authentication": "auth",
"authenticate": "auth",
"deploying": "deploy",
"deployment": "deploy",
"database": "db",
"middleware": "middle",
}

_STOP_WORDS = {
"the",
"and",
Expand Down Expand Up @@ -254,9 +267,14 @@ def _stem(word: str) -> str:


def _stemmed_words(text: str) -> List[str]:
"""Extract stemmed words from text, filtering stop words."""
"""Extract stemmed words from text, filtering stop words.

Applies synonym expansion before stemming so that technical
terms like "authentication" match memories containing "auth".
"""
words = re.findall(r"\b\w{2,}\b", text.lower())
return [_stem(w) for w in words if w not in _STOP_WORDS]
expanded = [_SYNONYMS.get(w, w) for w in words if w not in _STOP_WORDS]
return [_stem(w) for w in expanded]


@dataclass
Expand Down Expand Up @@ -537,16 +555,28 @@ def _keyword_retrieve_with_sources(
memory_lookup: Dict[str, dict],
top_k: int,
) -> Tuple[RetrievalResult, List[dict]]:
"""Keyword retrieval with stemming and stop-word filtering.
"""Keyword retrieval with stemming, layer boost, and confidence weighting.

Scoring formula:
structural = title_overlap * 1 + summary_overlap * 1 + content_overlap * 3
total = structural * layer_boost * confidence + depth_bonus

CRITICAL FIX: Previously used simple substring matching which failed
for stemmed words ("auth" wouldn't match "authentication"). Now we
stem both query words AND memory content for proper matching.
Content match is weighted highest so individual memory relevance
dominates coarse node-level grouping.

Layer boost prioritizes permanent knowledge over ephemeral sessions:
project = 2.0, user = 1.2, session = 1.0

A relative threshold (>= 0.5 * max_score) filters weak matches;
an absolute floor of 1.0 provides a backstop for low-variance sets.
"""
query_words = set(_stemmed_words(query))
if not query_words:
return RetrievalResult(facts=[], trace=["no_keywords"], confidence=0.0), []

layer_boost = {"project": 2.0, "user": 1.2, "session": 1.0}
min_score_gate = 1.0

scored_memories: Dict[
str, Tuple[float, str, str, dict]
] = {} # mem_id -> (score, content, source, mem_dict)
Expand All @@ -555,20 +585,31 @@ def score_node(node: dict, depth: int = 0):
node_title_stems = set(_stemmed_words(node.get("title", "")))
node_summary_stems = set(_stemmed_words(node.get("summary", "")))

# Score based on stemmed word overlap
title_score = len(query_words & node_title_stems) * 3
summary_score = len(query_words & node_summary_stems) * 2
# Structural score: node metadata helps guide but should not
# dominate over direct content matches.
title_score = len(query_words & node_title_stems) * 1
summary_score = len(query_words & node_summary_stems) * 1

for mid in node.get("memory_ids", []):
mem = memory_lookup.get(mid)
if not mem:
continue
content_stems = set(_stemmed_words(mem.get("content", "")))
content_score = len(query_words & content_stems)
total = (
title_score + summary_score + content_score + (1.0 / (depth + 1))
)
if total > 0:
# Content match is weighted highest so individual memory
# relevance dominates coarse node-level grouping.
content_score = len(query_words & content_stems) * 3
structural = title_score + summary_score + content_score
if structural <= 0:
continue

# Apply layer boost and confidence multiplier
layer = mem.get("layer", "session")
boost = layer_boost.get(layer, 1.0)
confidence = mem.get("confidence", 0.5)
depth_bonus = 1.0 / (depth + 1)
total = structural * boost * confidence + depth_bonus

if total >= min_score_gate:
existing = scored_memories.get(mid, (0, "", "", {}))
if total > existing[0]:
scored_memories[mid] = (
Expand All @@ -583,8 +624,25 @@ def score_node(node: dict, depth: int = 0):

score_node(tree)

sorted_mems = sorted(scored_memories.values(), key=lambda x: x[0], reverse=True)
top = sorted_mems[:top_k]
if not scored_memories:
return (
RetrievalResult(facts=[], trace=["root", "no_match"], confidence=0.0),
[],
)

max_score = max(s[0] for s in scored_memories.values())
relative_gate = max_score * 0.5

# Deduplicate by content hash and apply relative threshold
seen_contents: set[str] = set()
deduped: List[Tuple[float, str, str, dict]] = []
for item in sorted(scored_memories.values(), key=lambda x: x[0], reverse=True):
content = item[1]
if content not in seen_contents and item[0] >= relative_gate:

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P1 Badge Preserve direct content matches below the branch gate

When a query strongly matches a project node title/summary but that node contains an unrelated memory, the branch metadata and layer boost can set relative_gate high enough that a directly matching lower-scored memory is dropped here even with top_k room. For example, a project node titled jwt auth with content unrelated billing note scores 8.5, while a session memory JWT refresh token bug scores 3.5 and is filtered by the 4.25 gate, so retrieval returns only the unrelated fact. The threshold should not compare branch-only matches against content matches this way, or it should require per-memory content overlap before suppressing other results.

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seen_contents.add(content)
deduped.append(item)

top = deduped[:top_k]

if not top:
return (
Expand All @@ -598,10 +656,11 @@ def score_node(node: dict, depth: int = 0):
avg_score = sum(s[0] for s in top) / len(top)
confidence = min(avg_score / 10, 1.0) # Normalize

# Build simple trace from matched content
# Build trace showing layer of best match for observability
trace = ["root", "keyword_search"]
if facts:
trace.append(facts[0][:30])
if matched_memories:
best_layer = matched_memories[0].get("layer", "unknown")
trace.append(best_layer)

return (
RetrievalResult(
Expand Down
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