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[event memory 4/7] Block kinds, context parts and kind-keyed segmenter and deriver tables (port of #1611) - #1687

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@edwinyyyu edwinyyyu commented Sep 17, 2026 •

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Port of #1611 to main, on #1685. Six commits:

Content, design and tests are described on #1611, with these corrections to its body:

Stack

Two stacks, one line of branches. Every PR but #1693 targets feat/horizontal-scaling, so a diff shows everything below it on that branch until that merges; #1693 is client-only, branches from main and targets it. Rebuilt on 2026-09-28: #1684 split into time bounds and sources (#1684) and sessions (#1715), the block kind moved to #1687, and each PR restacked in dependency order. Rebased on 2026-10-01 after #1713 merged, dropping the merge commit that carried it; on 2026-10-06 after #1733 was squash-merged into feat/horizontal-scaling; on 2026-10-07 after that branch took main's #1707, which makes episode uids UUIDs; and on 2026-10-09, after #1736 was squash-merged into feat/horizontal-scaling, onto #1663's head c0a2bbd, and the same day onto fb38a72, after #1628 moved beneath #1663 and #1813 was squash-merged into feat/horizontal-scaling. #1715 and everything above it stay deferred with the coding-agent features.

Event memory, on #1663:

# PR Base Content
1/7 #1684 #1663 time bounds, sources and expansion (port of #1597 without session)
2/7 #1686 #1684 the write transaction, and the rename to the event memory store (port of #1659)
3/7 #1685 #1686 eviction at ingest (port of #1617)
4/7 #1687 (this PR) #1685 the block kind column, parameter and record key; context parts; kind-keyed tables (port of #1611)
5/7 #1692 #1687 the capture block kinds: tool_call, tool_result, injected, thinking
6/7 #1715 #1692 sessions: the session column, index and walk, session_ids (deferred)
7/7 #1688 #1715 session blocks and id markers in rendering (port of #1632)

Coding agents, slices of design/coding_agent_integration.md (#1579), on the event memory stack; 3/3 shares no code with the server, so its branch is on main, but it configures the endpoint 2/3 serves and writes the kinds #1692 registers, so it merges after both:

# PR Base Content
1/3 #1690 #1688 the v1 event-memory API: tenants, query, expand, events
2/3 #1691 #1690 memory_query and memory_expand served at /v1/mcp
3/3 #1693 main Claude Code and Codex in the client: the MCP entry, the Stop hook, and capture

At this head, on #1663 fb38a72 (2026-10-09), which carries #1628's declared-only stores: ruff, ruff format, ty as CI runs it on packages/server and uv lock --check pass, and docs/openapi.json matches its generator. Unit and integration suites run again when this PR comes up for review; they last passed on 2026-10-07 on #1663 e0dedbd: 2169 server tests, 133 PostgreSQL store integration tests and 258 client tests.

🤖 Generated with Claude Code

https://claude.ai/code/session_01YBbQgZiCqeoLu83EkbEFHE

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packages/server/src/memmachine_server/episodic_memory/event_memory/segmenter/passthrough_segmenter.py survives this change with no consumer: the diff removes PassthroughSegmenterConf, the type: passthrough branch in service_locator.py and test_passthrough_segmenter.py, but not the module, so git grep PassthroughSegmenter at this head hits only its own definition. The description says "PassthroughSegmenter is gone"; the module should go with it. long_term_memory.py (_episode_to_event neighborhood) also still says "under non-passthrough segmenters". Same finding on the origin, #1611.

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edwinyyyu force-pushed the port/event-memory-blocks-main branch 2 times, most recently from 528f250 to b58101e Compare September 18, 2026 00:08
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edwinyyyu marked this pull request as draft September 18, 2026 16:46
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edwinyyyu force-pushed the port/event-memory-blocks-main branch from b58101e to 32f5b5c Compare September 18, 2026 19:50
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edwinyyyu force-pushed the port/event-memory-blocks-main branch from 32f5b5c to 0e1ca4f Compare September 28, 2026 18:02
@edwinyyyu edwinyyyu changed the title Context parts, block kinds and kind-keyed segmenter and deriver tables (port of #1611) [event memory 4/7] Block kinds, context parts and kind-keyed segmenter and deriver tables (port of #1611) Sep 28, 2026
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edwinyyyu force-pushed the port/event-memory-blocks-main branch from 0e1ca4f to be20f87 Compare October 2, 2026 00:18
@edwinyyyu edwinyyyu added the poc Proof-of-concept implementation for a solution, feature, idea, etc. label Oct 2, 2026
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edwinyyyu force-pushed the port/event-memory-blocks-main branch 2 times, most recently from dfb14d4 to 9f52c55 Compare October 7, 2026 20:11
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edwinyyyu changed the base branch from main to feat/horizontal-scaling October 9, 2026 00:50
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edwinyyyu force-pushed the port/event-memory-blocks-main branch 5 times, most recently from 6a7c185 to e9eef00 Compare October 9, 2026 23:05
The event backend wrote every property of an event into its vector record
and mapped the caller's whole filter onto the vector store, so a user key
that a deployment never declared was both stored and filtered there: on
Qdrant and Milvus as unindexed payload a filtered query scans for. The
segment store already holds every property and already receives the whole
filter for the context windows, so the vector side only duplicated work the
segment store does anyway.

The vector record now carries the keys the collection declares:
EventMemory's reserved timestamp, the `_`-prefixed system properties an
adapter stamps on the event, and the keys a project's `properties_schema`
declares. The vector store is queried with the conjuncts of the filter
that name only such fields; a conjunct is dropped whole when any field
under it is undeclared, so dropping only ever widens the vector search,
and the segment store narrows it back on the windows. An undeclared key
never reaches the vector store, so a tenant's undeclared properties cannot
shape what it stores or scans.

`filter_fields` joins the filter parser: every field name a tree addresses.

Rebased onto MemMachine#1631, where the vector record no longer carries the segment
uuid (the segment store maps a derivative to its segment).

Co-Authored-By: Claude Fable 5.1 <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
edwinyyyu and others added 29 commits October 9, 2026 17:04
…r is cancelled

A creation cancelled its reservation only when preparing the partition's
storage raised. A confirmation that raised, or a creation cancelled while
it confirmed, left the partition pending until someone deleted it.

The base store's creation step now prepares the storage and confirms the
reservation together, and cancels the reservation if either raises or the
creation is cancelled, shielded as before; the cancel's task reports its
own failure. The cancel acts only on a pending partition, so a
confirmation that committed before its failure was observed stands.
create_partition and open-or-create both go through it; open-or-create
still takes a confirmation's VectorStorePartitionDeletedError as a race to
create again. Base-store tests cover a failed confirmation, a cancelled
one, and one that committed before failing. The registry design document
says so, and the purge document says which writers wait on SQLite's lock
during a purge round.

The same changes as MemMachine#1734's f4c585e and 4dde7c8, for this PR's
partitions.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
…saction across the round

A purge round ran inside the claim's transaction: on PostgreSQL a row lock
held idle while the backend deleted, and on SQLite the database file's write
lock, which every store sharing the file waited on for the whole round.

- The claim is a lease. One committed `UPDATE ... RETURNING` takes the
  oldest due tombstone that no unexpired claim holds, stamping `claimed_at`
  and incrementing `claim_generation`; the round runs with no transaction
  open; the writes that end the claim are conditioned on its generation, so
  a round that outlasted its lease cannot end the claim taken after it. A
  round that found nothing removes the tombstone under any claim.
  `purge_lease_seconds` (default 300) sets the lease.
- A claim that finds the previous claim unended past its lease runs no
  round: it counts that round as failed, as of when it was claimed, and
  logs it. A cancelled round ends its claim uncounted, in a shielded write
  whose task reports its own failure.
- `purge_retry_backoff_seconds` is `base_purge_retry_backoff_seconds`, the
  first delay the backoff doubles.
- The registry refuses an engine on StaticPool or in-memory SQLite, whose
  connections do not arbitrate as separate transactions; the wiring tests
  give their registry a file database.

The registry tests cover the lease, the outcome writes and their fence,
deletion and reservation atomicity under injected faults, two registries
sharing a database, collision without waiting, churn across engines, and
random operation sequences against a model. The purge and registry design
documents describe the lease and the alternatives considered.

The same changes as MemMachine#1734's f1e9de8, 054b079, a4e2b24 and 900a926,
MemMachine#1735's 3d7761e and 81b1bf5, and MemMachine#1736's 1b94f7f, for this PR's
partition registry.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
The query contract said nothing of a match scoring exactly the threshold,
and Qdrant dropped it: the server compares its threshold in single precision
and keeps only scores strictly better than it.

The contract now says a match scoring exactly the threshold is returned.
The Qdrant store sends the server the adjacent single-precision value on
the worse side, and applies the caller's threshold exactly itself; a
threshold beyond single precision is not sent. Both SQLite stores already
keep the match, and each now tests it on every metric it supports.

The same changes as MemMachine#1735's ccba117 and 6bbc131, for this PR's stores.
MemMachine#1736's cc29d27, Milvus's test of the same, is ported with the store
tests.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
…cycle contract's drain

MemMachine#1735's and MemMachine#1736's latest tests, for this PR's partitions:

- Every Qdrant store test runs against a Qdrant server, over REST and gRPC:
  local mode ignores payload indexes and raises its own exceptions where a
  server answers not-found or already-exists, so it is no longer a fixture.
  The tests on a mocked client stay in the default suite.
- Both stores gain tests that partitions and stores of different names keep
  their records apart, that purge rounds reclaim a write landing after a
  round and drain two stores' tombstones alone, that ranking, scores and the
  threshold follow every similarity metric, that a point or entity the
  server refuses on its own raises, that concurrent creations and startups
  agree, that two stores churning one registry keep every partition exact,
  and that seeded operation sequences, and on Milvus random filters, agree
  with a model. The Milvus tests also pin its read consistency and its
  settings with values other than their defaults.
- The lifecycle contract's drain fails after a bounded number of rounds, it
  settles before checking that a new life is empty, and it checks a stale
  upsert by what the partition holds rather than by its registry reads.

The same changes as MemMachine#1735's 30c30f4, e9e71b5, 6c2362b, 4d3241c,
836db21, 252bcd2, 5e8c049, ef8d3ab, 276a034, 4fb5bd4 and
2aabd3d, and MemMachine#1736's 509c235, 7f1eb3b, 6e312e0, 6d1ed1e,
25e7948, 6f36877, d43e9e6, 6dfbf59 and cc29d27, for this PR's
partitions.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
The base store's purge contract says a round that finds the incarnation's
storage missing returns False, but neither store's round checked: once its
native collection was dropped from outside, every round on it raised,
counted against the tombstone, and dead-lettered it after ten.

A Qdrant round that the server answers not found, over REST or gRPC, and a
Milvus round that finds no native collection, now return False: the
collection is gone with everything in it, so the tombstone is retired. Each
store has a test that drops its native collection and drains the purge.

The same handling as MemMachine#1735's and MemMachine#1736's stores, whose rounds already
checked for a missing native collection; MemMachine#1736's 2575af0 tests it.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
…n, and use serial commas

MemMachine#1734's, MemMachine#1735's, and MemMachine#1736's latest round, for this PR's partition registry
and stores; no behavior changes:

- The queue's `failed_rounds` column is `consecutive_failed_rounds`, in the
  code, the tests, the documents, and the dead-letter log's hint.
- The registry keeps its durations as seconds. `_has_elapsed(seconds,
  since=)` answers whether a duration has passed on the database clock, for
  the retention, the backoff, and the lease, and
  `_purge_retry_backoff_seconds()` computes each tombstone's capped backoff.
- `run_purge_round` runs named steps: `_claim_oldest_due_tombstone` answers a
  `_TombstoneClaim`, an `_UnendedPurgeRound`, or None, and the round's
  outcome goes to `_count_failed_purge_round`,
  `_end_tombstone_claim_after_cancellation`, or `_record_purge_round`.
  `_insert` is `_insert_pending_partition`, `_claim_releases`
  `_tombstone_claim_endings`, and the base store's `_cancellations`
  `_reservation_cancellations`.
- The Milvus filter helpers are named for what they produce, comments are
  shorter, and lists in the documents, comments, and docstrings take a
  serial comma.

The same changes as MemMachine#1734's 2a3d87c and 503687c, MemMachine#1735's 106e106, and
MemMachine#1736's 3681d09 and bc6d4f9, for this PR's partitions.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
A round that never ended was counted by the next claim, which took a
CASE-shaped update that both recorded the lost round and ended its claim;
the count lived apart from the claims that made it.

Each claim now counts its attempt: the claim is a plain update that
increments `consecutive_attempts` (renamed from `consecutive_failed_rounds`),
stamps `claimed_at`, and bumps the generation, and `_TombstoneClaim.attempt`
carries the count. A tombstone is claimable when it has no attempts, when no
claim is open and the backoff has passed since its last failure, or when an
open claim has outlived its lease plus the backoff. A raised round ends its
claim and stamps `last_failed_at`; a cancelled round ends its claim and takes
its attempt back; a round that found records resets the attempts. After
`_MAX_PURGE_ATTEMPTS` attempts a tombstone is dead-lettered, and a last
attempt that raises is reported. A retry logs which attempt it is, and a
raised round's error names its incarnation and attempt. The registry tests,
the purge design document, and the registry design document follow.

The same change as MemMachine#1734's 1732038, for this PR's partition registry.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
`consecutive_attempts` counted the purge rounds claimed since a round last
found records, but its name said only that they were in a row. It is
`attempts_without_progress`, and `_MAX_PURGE_ATTEMPTS` is
`_MAX_PURGE_ATTEMPTS_WITHOUT_PROGRESS`. The column's comment, the claim's
attempt, the backoff parameter's description, the dead-letter log, the
class docstring, the tests, the purge design document, and the registry
design document's table follow; nothing else changes.

The same change as MemMachine#1734's 96a8b5b, for this PR's partition registry.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
…urrent claim

The measured cost of the claim came from earlier forms of it, which held a
transaction across the round. The section now gives the figures measured on
2026-10-06 against the claim this registry ports, naming the MemMachine#1734 commits
they were taken at: the backoff scan with 1k, 10k, and 100k tombstones
backing off, and interactive throughput and liveness latency beside two
sweepers on PostgreSQL and on SQLite.

The same change as MemMachine#1734's bab379b, for this PR's purge document.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
MemMachine#1736's review round, for this PR's Milvus store:

- Filter strings reach Milvus as UTF-8, so a character outside the Basic
  Multilingual Plane parses, and an undeclared property's condition requires
  the stored type tag to be one the value compares with.
- Startup's already-exists guard goes, with its mocked-client test: Milvus
  answers a create of an existing collection with the same schema with
  success.
- The store no longer re-sorts search results, which Milvus returns best
  first.
- The mocked-client purge test disposes its registry engine when it fails.

The same changes as MemMachine#1736's 1a7fffa, d6fc219, 9fd7f76, 6fcd8c5, and
c264b3d, for this PR's store. MemMachine#1736's 28e8c50 and b3ef4f1 have no
counterpart here: startup prepares the store's one native collection before
any purge round runs, and the store refuses an unsupported metric at
construction, before anything is reserved.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
The declared path counted an int and a float as comparable either way, so
a float filter value on a declared int property reached Milvus as a float
literal against an INT64 field, which Milvus refuses to parse ("cannot
cast value to Int64", code 1100). A float now compares only with a float
property, and matches no int one, as a value of another type matches
nothing; an int still compares with a float property by value.

The new test filters a declared float property with an int and a declared
int property with a float; it fails with the float counted as comparable
with an int property.

The same change as MemMachine#1736's 31fc7c4, for this PR's store.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
…y name

MemMachine#1736's baabf48 creates Milvus native collections at Bounded by name,
and this PR's base carries that into startup's create, so the read level
the purge and the tombstone retention rely on no longer comes from
pymilvus's default. The consistency test now spies create_collection and
checks the level it names, as MemMachine#1736's test does; it fails with the level
dropped from the create. The design document and the store's docstring
say the store creates its one native collection at Bounded.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
MemMachine#1736's f56686f halves a Milvus upsert refused with RESOURCE_EXHAUSTED,
and this PR's base carries the halving into the partition handle's
`_upsert`. Its tests come here in partition terms: the integration test
upserts 1,200 records with a 60,000-character property, about 72 MB, and
fails with RESOURCE_EXHAUSTED without the halving; the mocked-client tests
pin the halving, a single refused entity raising, and a timeout or another
refusal sent once, on a handle `_partition_on` builds, which the mocked
delete test now uses too.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
…nt alone

MemMachine#1736's 49b9ec2 drops the offset field beside a declared Milvus
datetime, keeping its UTC instant alone, and this PR's base carries that
into the store. The tests follow in partition terms: the native
collection's fields are exactly the fixed ones and one per declared
property; a declared datetime is stored as its instant in UTC; and a store
whose declared datetime has the longest property key, 32 bytes, writes its
one field, reads it back, and matches the record by its instant, the test
MemMachine#1736's b015229 adds.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
The test of MemMachine#1813, merged into this PR's base, in partition terms: the
server defaults new collections to strict mode, the store's collection
reads back with it off, and a filter on a partition's unindexed property
is served.

Co-Authored-By: Claude Opus 5.5 <[email protected]>
A partition stored every property of a record and filtered on any key,
which made a caller's arbitrary keys part of the store's schema: the
SQLite stores kept them in a JSON column and filtered with json_extract,
Milvus the keys its schema did not declare in a JSON field, and a filter
on a key the store never indexed scanned. Since EventMemory routes a
filter on an undeclared key to the segment store, the vector store need
not hold undeclared keys at all.

A partition now stores the properties its store declares and no others.
`upsert` raises UndeclaredPropertyKeyError before anything is sent for a
record naming an undeclared key, and PropertyTypeMismatchError for a
value of another type than its key declares; `query` raises
UndeclaredPropertyKeyError for a filter naming an undeclared key and
UnsupportedFilterError for a node outside the partition's
`supported_filter_nodes`. Both SQLite stores keep one typed, indexed,
nullable column per declared key on the records table (sql_columns.py);
sqlite-vec 0.1.9 rejects NULL in a vec0 metadata column and a declared
key is optional per record, so that store keeps the columns on the
records table and hands the KNN a `rowid IN (SELECT ...)` allowlist,
evaluating the filter during the search instead of after it. Qdrant
drops the JSON copy and keeps a payload field per declared key; Milvus
drops its JSON field and keeps its typed field per declared key.
Datetimes are stored as microseconds since the epoch where a backend has
no datetime type.

Since every key a filter may name is now indexed, the Qdrant store
creates its collection in strict mode (`unindexed_filtering_retrieve`
and `_update` false, Qdrant Cloud's default): a filter on an unindexed key is refused by the server instead
of scanned for. A leaf whose value is of another type than its key
declares matches nothing, as on the SQL stores; the Qdrant compiler
answers it with a filter no point satisfies, since the server would
refuse the condition for the field's index, and Milvus no longer
compares an int with a float key. Local mode does not record the
setting, so a unit test checks the request and integration tests the
server's answer.

`declared_schema_contract.py` states the contract every backend's test
module runs: which records a filtered search admits, over fixtures small
enough that every backend searches them exactly, checked after each
upsert so an approximate index fails on recall, by name, and not on the
filter.

On the registry-backed stores, the checks are the base handle's: `upsert`
runs require_declared_properties in place of the type check it ran, and
`query` runs require_supported_filter against the subclass's
`supported_filter_nodes`, which each subclass now implements. A datetime
column on the SQLite stores has a `tz_<key>` column beside it holding the
UTC offset in seconds, written with the value and read by no filter, so a
stored datetime is the value written, as on Milvus, Qdrant and the segment
store; the microseconds column alone would keep only the instant.

The Qdrant and Milvus design documents describe the declared-only
properties and Qdrant's strict mode.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
A declared datetime on the SQLite stores had a `tz_<key>` column beside its
microseconds column, holding the UTC offset in seconds that no filter
reads. The vector stores keep a datetime property's instant only, as
MemMachine#1736 now does for Milvus and MemMachine#1788 for Qdrant, and the segment store
keeps the offset, so the column, `offset_column_name`, and the value
written to it go: each declared property is one column, and a datetime
stays microseconds since the epoch.

The tests read a stored datetime back as its instant in UTC, and the
roundtrip test checks that the stored instant equals the written one.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
Every embedder MemMachine ships produces vectors meant to be compared by
cosine -- OpenAI hard-coded it, Bedrock defaulted to it, SentenceTransformer
only reported what the model declared -- while every layer that touched a
score paid for the other three metrics in direction flags, threshold
directions, and per-backend tables mapping the enum onto native metric
names. `SimilarityMetric` is gone; scores are cosine similarities in
[-1, 1] and the names say so: `QueryMatch.score` and `SearchMatch.score`
become `cosine_similarity`, and `query(score_threshold=)` becomes
`query(min_cosine_similarity=)`, which no longer needs a direction to be
meaningful and is refused when not finite, as the threshold was. A store
and its partitions no longer have a `similarity_metric`, the schema a
partition is registered under no longer records one, and a search engine
factory takes the dimensions alone. The Bedrock embedder's
`similarity_metric` config key and semantic memory's
`vector_similarity_metric` go with it, and the install and configuration
docs drop them.

The vector graph stores carried a metric per stored embedding, as a
companion property beside every vector; that is gone and `Node.embeddings`
holds plain vectors. NebulaGraph's `cosine()` cannot take `APPROXIMATE` and
its vector indexes offer only L2 and IP. Cosine similarity between unit
vectors is their inner product, so embeddings are normalized on the way in
and compared with `inner_product()` against an IP index.

The cosine half of MemMachine#1598 (`abf92a3a4` on speedkick), re-derived on the
one-collection store: the rest of MemMachine#1598 (queries answer record UUIDs and
scores, no `get`, semantic memory's `vector_uuid`) and all of MemMachine#1603 are in
registry-backed base and its partition handle lose the metric, the stores'
own threshold checks become `require_valid_min_cosine_similarity`, and the
design documents describe cosine scoring and a schema without a metric.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESpWYTmCR7X3bJEpoA8SAn
…hine#1597, without session)

The part of MemMachine#1597 that is not session: events and segments carry a
nullable source id; query and expand take since/until and source_ids;
expand walks outward from a seed, which is an address located whatever
the filters say, and returns a Neighborhood that excludes it; query
answers QueryHits (score, seed, neighborhood); rendering is
render_segments with a DateTimeFormat; the segment store answers
get_segments and get_segment_neighborhoods in place of
get_segment_contexts; the v2 adapter lifts timestamp/created_at bounds
and producer_id conjuncts out of the filter into the typed parameters;
reserved property keys live in their own module and a caller cannot
write one; the timestamp column holds a UTC instant.

On this base:
- A neighborhood is MemMachine#1713's walk: the partition's order next to the
  seed, filters applied inside its window of 1,000 segments per side.
  The ordering index keeps main's shape.
- The vector stage gets MemMachine#1684's predicates on the reserved keys and,
  joined with AND, the conjuncts of the property filter the vector store
  declares, as MemMachine#1702's routing has it; the segment store still gets the
  whole filter. A record's declared properties come from its
  derivative's segment.
- Episode uids are UUIDs since MemMachine#1707: the search path reads each hit's
  `_episode_uid` back as a UUID, and the tests key their episodes by
  `_uid(name)` as main's do.
- Session and block kind are split out: the block kind column,
  parameter and record key go to the kinds PR, which is their first
  consumer, and session goes to its own PR.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01YBbQgZiCqeoLu83EkbEFHE
The segment store gains a write transaction, `write()`, whose block the
caller may fill with work of its own: the event memory upserts its vector
records inside it, so segments commit only once the vector store has
acknowledged their records, and a failed upsert rolls them back. A forget
can then only see links whose records exist, and its delete is issued
after the upsert's acknowledgment, which closes the orphan race between
encode and forget rather than repairing after it.

An event is held at most once: a new event table, keyed by incarnation
and event uuid, is inserted first with ON CONFLICT DO NOTHING RETURNING,
and a batch naming a held event is rejected whole with
`SegmentStoreEventAlreadyStoredError` before anything is stored. Segments
carry a cascading foreign key to the event row; `delete_events` replaces
forget's by-event path, `delete_segments` stays for eviction and leaves
the event held, and `get_derivative_uuids_by_event_uuids` replaces the
two lookups whose only caller was forget. The purge reclaims event rows
after the segments, on the same budget.

The residue a crash can leave, a record acknowledged by the vector store
whose commit never happened, is repaired on retrieval: a hit without a
link is re-checked under `write(exclusive=True)`, which waits for every
write in flight, and a record still without a link is deleted after the
fence is released. An upsert that fails deletes the same ids before the
error propagates, since it may have been applied first.

On this base the change meets MemMachine#1661's final store: the writer's inserts
are the store's own, moved; the leaked-link reclaim MemMachine#1661 dropped stays
dropped; and the event rows purge the way the segments do, after them,
continuing from a cursor of their own on the queue entry,
events_purged_through, since a call that ends exactly on the last
segment leaves purged_through naming a segment.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01YBbQgZiCqeoLu83EkbEFHE
Deleting the segment partition first waits for every write in flight,
whose records land before it commits, and blocks new ones, so the
vector partition's deletion that follows removes every record that
could ever have landed in it.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01YBbQgZiCqeoLu83EkbEFHE
Mechanical: the store now holds events, segments and links, so its name
follows its dependent. `SegmentStore` and every derived name become
`EventMemoryStore` and theirs, the module and test directories move with
them, the tables and indexes take the `event_memory_store_` prefix, and
the configuration key `segment_store` becomes `event_memory_store` in the
API spec, the client, the docs, the sample configs, the Helm chart and
the compose files. No behavior changes; tables are recreated. Applied by
the same substitutions to this tree rather than rebased.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01YBbQgZiCqeoLu83EkbEFHE
Ported from the agentic_expansion branch, cosine only. EventMemory
takes an optional EvictionOptions: a cosine similarity threshold at or
above which eviction is considered, the number of stored derivatives
at or above it fetched per new derivative, and how many of a new
derivative and those stored ones to keep when there are more. None
keeps every derivative and issues no query.

At encode, after embedding, `_decide_eviction` settles the whole
decision before anything is written: the batch's predecessors of each
derivative are computed from the batch's own embeddings, earlier
indices only, so a batch evicts what serial ingestion would; one
batched neighbor query fetches the stored derivatives at or above the
threshold; the stored ones' timestamps come from their segments
through the store's lookup, since the vector store answers uuids and
scores only, and a neighbor whose segment is gone is not a member;
then, per derivative, the members over target_size are trimmed from
the temporal middle, the earliest target_size // 2 and the latest
remainder kept. The batch is sorted by timestamp first, so the
predecessor rule matches serial order.

The encode's write() block then carries both link writes: it adds the
surviving links and unlinks the displaced derivatives through
delete_derivatives, which the writer interface, the SQLAlchemy writer
and the fake writer gain, and upserts the surviving records inside the
same transaction, with the compensating delete an upsert failure
already had. The displaced records leave the vector store only after
that block commits: a delete that fails then leaves records no link
names, which read repair reclaims, rather than links naming records
that are gone. Skipped batch derivatives are never written, and a
displaced derivative's segment stays stored.

Tests: the branch's eviction tests on the new shapes, and
delete_derivatives through write() on both dialects, including an
unlink rolled back with its block.

On this base the surviving records carry their segment's declared
properties, as every record does since the routing change, and the
eviction's neighbor query and deletes go to the vector store partition.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01YBbQgZiCqeoLu83EkbEFHE
Moved here from MemMachine#1684's port, where every block was text and the column
would have held one value with nothing dispatching on it; this PR's
kind-keyed segmenter and deriver tables are its first consumer. The
segment row carries its block's kind in a column of its own, filled by
the store from the block, since the codec's bytes are opaque to SQL;
query, expand, get_segments and get_segment_neighborhoods take
block_kinds; and the vector record carries the kind under its reserved
key, which the vector stage filters with an In predicate.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01YBbQgZiCqeoLu83EkbEFHE
…s (speedkick)

The second half of the event memory handoff, on top of the
source/expansion/eviction change: the content model and the processing
steps become registered families keyed by kind.

Blocks. `Block` is an ABC with `kind` as the discriminator every
registered family uses and `render(options) -> str | None`; the union
stays closed over `TextBlock`; the segment row's `block_kind` reads
`block.kind`.

Context. `Context = Mapping[str, ContextPart]`, keyed by part kind,
never None; `Author` is the first registered kind, an unregistered
kind decodes to `UnknownPart` and round-trips unchanged; `with_part` composes one. `ProducerContext`, `NullContext` and the
discriminated union go; the codec encodes a context as `{kind:
fields}`. The server puts the producer id in an `Author` part beside
`source_id`, so rendering keeps its `producer: text` shape.

Segmenter and deriver. `Segmenter` and `Deriver` are tables from block
kind to handler, built from handlers in order with a later handler
replacing an earlier one for its kind. `BlockSegmenter[B]` and `BlockDeriver[B]` are the one-kind
handler contracts, typed by the block class: `split(event, block) ->
list[Piece]` and `derive(segment, block) -> list[str]`. The table
builds every envelope; a handler decides pieces or texts and nothing
else. A kind with no handler passes through as one segment and derives
nothing; nothing raises on a kind. `TextSegmenter`, `WholeTextDeriver`
and `SentenceTextDeriver` keep their names as `text` handlers;
`PassthroughSegmenter` and its configuration name go: one segment per
block is the identity segmentation, and a default gets no name, so an
omitted `segmenter` means it.

Composition. A derivative is text (`Derivative.text`, the text to
embed, plus the segment's `block_kind` for the record), so every
derivative gets the same context processing. `format_header` is the
one composition point for the embedded text and the rendered header:
the timestamp, then the context parts `parts` names in that order
(default `("author",)`), then the content. Parts carry no order; a part
not listed contributes nothing; a new kind is placed by listing it.
`parts` is a parameter of the composers, the handler and `render`,
not a field of `DatetimeFormat`, which writes a timestamp and nothing
else. A handler owns the composition of what it embeds, its
`datetime_format` and `parts`, so a kind or a handler can embed under
its own; the Deriver table composes each derivative's text with them;
rendering for display takes the caller's per call.

Tests: table dispatch, override order, envelope copying; text handlers returning bare
content; composition order, unlisted parts, kind-name validation, and
the anchor over a derivative; context and block round-trips including
an unregistered part kind.

On this base events carry no session, so no segment, derivative or
record copies one; the test harness builds records on the vector store
partition; main's splitting-segmenter test compares the default
segmenter with a text handler; and the event sample configuration main
added documents the text handler as the other sample configurations do.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01YBbQgZiCqeoLu83EkbEFHE
RegisteredBlock as the field type left three type errors where a
handler's or the codec's Block was assigned to the field. The fields
are typed Block, decoded through the registered union by a
before-validator and serialized as the concrete kind; the handler
tests keep a typed block in hand instead of narrowing the field.

Co-Authored-By: Claude Fable 5.1 <[email protected]>
Claude-Session: https://claude.ai/code/session_01YBbQgZiCqeoLu83EkbEFHE
A context was a mapping the caller keyed by hand, and the rule that
the key equals the part's kind lived in prose. Context is a class now:
built from parts, read by kind, so there is no key to get wrong; two
parts of one kind are rejected at construction. It owns its wire form
through a Pydantic core schema, so a model field of the type accepts
an instance or `{kind: fields}` and serializes to `{kind: fields}`,
and the per-model validators, `with_part`, `encode_context` and
`decode_context` go.

Co-Authored-By: Claude Opus 5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01YBbQgZiCqeoLu83EkbEFHE
The kind-keyed tables removed its config, its service-locator branch
and its test, and the module survived with no consumer. The long-term
memory's over-fetch comment named it too; it now says why a segmenter
can carry one episode several times. The expand_context comment main
added names it as well; it now says "no segmenter handler".

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Claude-Session: https://claude.ai/code/session_01YBbQgZiCqeoLu83EkbEFHE
@edwinyyyu
edwinyyyu force-pushed the port/event-memory-blocks-main branch from e9eef00 to 16497b0 Compare October 10, 2026 00:33

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