nixos/shared/linked-dotfiles/opencode/llmemory/docs/ARCHITECTURE.md
2025-10-29 18:46:16 -06:00

23 KiB

LLMemory Architecture

System Overview

LLMemory is a three-layer system:

  1. CLI Layer - User/agent interface (Commander.js)
  2. Search Layer - Query processing and ranking (LIKE → FTS5 → Fuzzy)
  3. Storage Layer - Persistent data (SQLite)
┌─────────────────────────────────────┐
│         CLI Layer                   │
│  (memory store/search/list/prune)   │
└──────────────┬──────────────────────┘
               │
┌──────────────▼──────────────────────┐
│         Search Layer                │
│  Phase 1: LIKE search               │
│  Phase 2: FTS5 + BM25 ranking       │
│  Phase 3: + Trigram fuzzy matching  │
└──────────────┬──────────────────────┘
               │
┌──────────────▼──────────────────────┐
│         Storage Layer               │
│  SQLite Database                    │
│  - memories (content, metadata)     │
│  - tags (normalized)                │
│  - memory_tags (many-to-many)       │
│  - memories_fts (FTS5 virtual)      │
│  - trigrams (fuzzy index)           │
└─────────────────────────────────────┘

Data Model

Phase 1 Schema (MVP)

┌─────────────────┐
│    memories     │
├─────────────────┤
│ id              │ PK
│ content         │ TEXT (max 10KB)
│ created_at      │ INTEGER (Unix timestamp)
│ entered_by      │ TEXT (agent name)
│ expires_at      │ INTEGER (nullable)
└─────────────────┘
         │
         │ 1:N
         ▼
┌─────────────────┐       ┌─────────────────┐
│  memory_tags    │ N:M   │      tags       │
├─────────────────┤       ├─────────────────┤
│ memory_id       │ FK ───│ id              │ PK
│ tag_id          │ FK    │ name            │ TEXT (unique, NOCASE)
└─────────────────┘       │ created_at      │ INTEGER
                          └─────────────────┘

Phase 2 Schema (+ FTS5)

Adds virtual table for full-text search:

┌─────────────────────┐
│   memories_fts      │ Virtual Table (FTS5)
├─────────────────────┤
│ rowid → memories.id │
│ content (indexed)   │
└─────────────────────┘
         │
         │ Synced via triggers
         ▼
┌─────────────────┐
│    memories     │
└─────────────────┘

Triggers:

  • memories_ai: INSERT into memories → INSERT into memories_fts
  • memories_au: UPDATE memories → UPDATE memories_fts
  • memories_ad: DELETE memories → DELETE from memories_fts

Phase 3 Schema (+ Trigrams)

Adds trigram index for fuzzy matching:

┌─────────────────┐
│    trigrams     │
├─────────────────┤
│ trigram         │ TEXT (3 chars)
│ memory_id       │ FK → memories.id
│ position        │ INTEGER (for proximity)
└─────────────────┘
         │
         │ Generated on insert/update
         ▼
┌─────────────────┐
│    memories     │
└─────────────────┘

Search Algorithm Evolution

Algorithm:

function search_like(query, filters):
  # Case-insensitive wildcard matching
  sql = "SELECT * FROM memories WHERE LOWER(content) LIKE LOWER('%' || ? || '%')"
  
  # Apply filters
  if filters.tags:
    sql += " AND memory_id IN (SELECT memory_id FROM memory_tags WHERE tag_id IN (...))"
  
  if filters.after:
    sql += " AND created_at >= ?"
  
  # Exclude expired
  sql += " AND (expires_at IS NULL OR expires_at > now())"
  
  # Order by recency
  sql += " ORDER BY created_at DESC LIMIT ?"
  
  return execute(sql, params)

Strengths:

  • Simple, fast for small datasets
  • No dependencies
  • Predictable behavior

Weaknesses:

  • No relevance ranking
  • Slow for large datasets (full table scan)
  • No fuzzy matching
  • No phrase queries or boolean logic

Performance: O(n) where n = number of memories
Target: <50ms for <500 memories


Algorithm:

function search_fts5(query, filters):
  # Build FTS5 query
  fts_query = build_fts5_query(query)  # Handles AND/OR/NOT, quotes, prefixes
  
  # FTS5 MATCH with BM25 ranking
  sql = """
    SELECT m.*, mf.rank as relevance
    FROM memories_fts mf
    JOIN memories m ON m.id = mf.rowid
    WHERE memories_fts MATCH ?
      AND (m.expires_at IS NULL OR m.expires_at > now())
  """
  
  # Apply filters (same as Phase 1)
  # ...
  
  # Order by FTS5 rank (BM25 algorithm)
  sql += " ORDER BY mf.rank LIMIT ?"
  
  return execute(sql, params)

function build_fts5_query(query):
  # Transform grep-like to FTS5
  # "docker compose" → "docker AND compose"
  # "docker OR podman" → "docker OR podman" (unchanged)
  # '"exact phrase"' → '"exact phrase"' (unchanged)
  # "docker*" → "docker*" (unchanged)
  
  if has_operators(query):
    return query
  
  # Implicit AND
  terms = query.split()
  return " AND ".join(terms)

FTS5 Tokenization:

  • Tokenizer: porter unicode61 remove_diacritics 2
  • Porter: Stemming (running → run, databases → database)
  • unicode61: Unicode support
  • remove_diacritics: Normalize accented characters (café → cafe)

BM25 Ranking:

score = Σ(IDF(term) * (f(term) * (k1 + 1)) / (f(term) + k1 * (1 - b + b * |D| / avgdl)))

Where:
- IDF(term) = Inverse Document Frequency (rarer terms score higher)
- f(term) = Term frequency in document
- |D| = Document length
- avgdl = Average document length
- k1 = 1.2 (term frequency saturation)
- b = 0.75 (length normalization)

Strengths:

  • Fast search with inverted index
  • Relevance ranking (BM25)
  • Boolean operators, phrase queries, prefix matching
  • Scales to 100K+ documents

Weaknesses:

  • No fuzzy matching (typo tolerance)
  • FTS5 index overhead (~30% storage)
  • More complex setup (triggers needed)

Performance: O(log n) for index lookup
Target: <100ms for 10K memories


Algorithm:

function search_fuzzy(query, filters):
  # Step 1: Try FTS5 exact match
  results = search_fts5(query, filters)
  
  # Step 2: If too few results, try fuzzy
  if len(results) < 5 and filters.fuzzy != false:
    fuzzy_results = search_trigram(query, filters)
    results = merge_dedup(results, fuzzy_results)
  
  # Step 3: Re-rank by combined score
  for result in results:
    result.score = calculate_combined_score(result, query)
  
  results.sort(by=lambda r: r.score, reverse=True)
  return results[:filters.limit]

function search_trigram(query, threshold=0.7, limit=10):
  # Extract query trigrams
  query_trigrams = extract_trigrams(query)  # ["doc", "ock", "cke", "ker"]
  
  # Find candidates by trigram overlap
  sql = """
    SELECT m.id, m.content, COUNT(DISTINCT tr.trigram) as matches
    FROM memories m
    JOIN trigrams tr ON tr.memory_id = m.id
    WHERE tr.trigram IN (?, ?, ?, ...)
      AND (m.expires_at IS NULL OR m.expires_at > now())
    GROUP BY m.id
    HAVING matches >= ?
    ORDER BY matches DESC
    LIMIT ?
  """
  
  min_matches = ceil(len(query_trigrams) * threshold)
  candidates = execute(sql, query_trigrams, min_matches, limit * 2)
  
  # Calculate edit distance and combined score
  scored = []
  for candidate in candidates:
    edit_dist = levenshtein(query, candidate.content[:len(query)*3])
    trigram_sim = candidate.matches / len(query_trigrams)
    normalized_edit = 1 - (edit_dist / max(len(query), len(candidate.content)))
    
    score = 0.6 * trigram_sim + 0.4 * normalized_edit
    
    if score >= threshold:
      scored.append((candidate, score))
  
  scored.sort(by=lambda x: x[1], reverse=True)
  return [c for c, s in scored[:limit]]

function extract_trigrams(text):
  # Normalize: lowercase, remove punctuation, collapse whitespace
  normalized = text.lower().replace(/[^\w\s]/g, ' ').replace(/\s+/g, ' ').trim()
  
  # Add padding for boundary matching
  padded = "  " + normalized + "  "
  
  # Sliding window of 3 characters
  trigrams = []
  for i in range(len(padded) - 2):
    trigram = padded[i:i+3]
    if trigram.strip().len() == 3:  # Skip whitespace-only
      trigrams.append(trigram)
  
  return unique(trigrams)

function levenshtein(a, b):
  # Wagner-Fischer algorithm with single-row optimization
  if len(a) == 0: return len(b)
  if len(b) == 0: return len(a)
  
  prev_row = [0..len(b)]
  
  for i in range(len(a)):
    cur_row = [i + 1]
    for j in range(len(b)):
      cost = 0 if a[i] == b[j] else 1
      cur_row.append(min(
        cur_row[j] + 1,        # deletion
        prev_row[j + 1] + 1,   # insertion
        prev_row[j] + cost     # substitution
      ))
    prev_row = cur_row
  
  return prev_row[len(b)]

function calculate_combined_score(result, query):
  # BM25 from FTS5 (if available)
  bm25_score = result.fts_rank if result.has_fts_rank else 0
  
  # Trigram similarity
  trigram_score = result.trigram_matches / len(extract_trigrams(query))
  
  # Edit distance (normalized)
  edit_dist = levenshtein(query, result.content[:len(query)*3])
  edit_score = 1 - (edit_dist / max(len(query), len(result.content)))
  
  # Recency boost (exponential decay over 90 days)
  days_ago = (now() - result.created_at) / 86400
  recency_score = max(0, 1 - (days_ago / 90))
  
  # Weighted combination
  score = (0.4 * bm25_score +
           0.3 * trigram_score +
           0.2 * edit_score +
           0.1 * recency_score)
  
  return score

Trigram Similarity (Jaccard Index):

similarity = |trigrams(query) ∩ trigrams(document)| / |trigrams(query)|

Example:
query = "docker"     → trigrams: ["doc", "ock", "cke", "ker"]
document = "dcoker"  → trigrams: ["dco", "cok", "oke", "ker"]

intersection = ["ker"] → count = 1
similarity = 1 / 4 = 0.25 (below threshold, but edit distance is 2)

Better approach: Edit distance normalized by length
edit_distance("docker", "dcoker") = 2
normalized = 1 - (2 / 6) = 0.67 (above threshold 0.6)

Strengths:

  • Handles typos (edit distance ≤2)
  • Partial matches ("docker" finds "dockerization")
  • Cascading strategy (fast exact, fallback to fuzzy)
  • Configurable threshold

Weaknesses:

  • Trigram table is large (~3x content size)
  • Slower than FTS5 alone
  • Tuning threshold requires experimentation

Performance: O(log n) + O(m) where m = trigram candidates
Target: <200ms for 10K memories with fuzzy


Memory Lifecycle

┌──────────┐
│  Store   │
└────┬─────┘
     │
     ▼
┌────────────────────┐
│  Validate:         │
│  - Length (<10KB)  │
│  - Tags (parse)    │
│  - Expiration      │
└────┬───────────────┘
     │
     ▼
┌────────────────────┐     ┌─────────────────┐
│  Insert:           │────▶│  Trigger:       │
│  - memories table  │     │  - Insert FTS5  │
│  - Link tags       │     │  - Gen trigrams │
└────┬───────────────┘     └─────────────────┘
     │
     ▼
┌────────────────────┐
│  Searchable        │
└────────────────────┘
     │
     │ (time passes)
     ▼
┌────────────────────┐
│  Expired?          │───No──▶ Continue
└────┬───────────────┘
     │ Yes
     ▼
┌────────────────────┐
│  Prune Command     │
│  (manual/auto)     │
└────┬───────────────┘
     │
     ▼
┌────────────────────┐     ┌─────────────────┐
│  Delete:           │────▶│  Trigger:       │
│  - memories table  │     │  - Delete FTS5  │
│  - CASCADE tags    │     │  - Delete tris  │
└────────────────────┘     └─────────────────┘

Query Processing Flow

Phase 1 (LIKE)

User Query: "docker networking"
     │
     ▼
Parse Query: Extract terms, filters
     │
     ▼
Build SQL: LIKE '%docker%' AND LIKE '%networking%'
     │
     ▼
Apply Filters: Tags, dates, agent
     │
     ▼
Execute: Sequential scan through memories
     │
     ▼
Order: By created_at DESC
     │
     ▼
Limit: Take top N results
     │
     ▼
Format: Plain text / JSON / Markdown

Phase 2 (FTS5)

User Query: "docker AND networking"
     │
     ▼
Parse Query: Identify operators, quotes, prefixes
     │
     ▼
Build FTS5 Query: "docker AND networking" (already valid)
     │
     ▼
FTS5 MATCH: Inverted index lookup
     │
     ▼
BM25 Ranking: Calculate relevance scores
     │
     ▼
Apply Filters: Tags, dates, agent (on results)
     │
     ▼
Order: By rank (BM25 score)
     │
     ▼
Limit: Take top N results
     │
     ▼
Format: With relevance scores

Phase 3 (Fuzzy)

User Query: "dokcer networking"
     │
     ▼
Try FTS5: "dokcer AND networking"
     │
     ▼
Results: 0 (no exact match)
     │
     ▼
Trigger Fuzzy: Extract trigrams
     │
     ├─▶ "dokcer" → ["dok", "okc", "kce", "cer"]
     └─▶ "networking" → ["net", "etw", "two", ...]
     │
     ▼
Find Candidates: Query trigrams table
     │
     ▼
Calculate Similarity: Trigram overlap + edit distance
     │
     ├─▶ "docker" → similarity = 0.85 (good match)
     └─▶ "networking" → similarity = 1.0 (exact)
     │
     ▼
Filter: Threshold ≥ 0.7
     │
     ▼
Re-rank: Combined score (trigram + edit + recency)
     │
     ▼
Merge: With FTS5 results (dedup by ID)
     │
     ▼
Limit: Take top N results
     │
     ▼
Format: With relevance scores

Indexing Strategy

Phase 1 Indexes

-- Recency queries (ORDER BY created_at DESC)
CREATE INDEX idx_memories_created ON memories(created_at DESC);

-- Expiration filtering (WHERE expires_at > now())
CREATE INDEX idx_memories_expires ON memories(expires_at) 
  WHERE expires_at IS NOT NULL;

-- Tag lookups (JOIN on tag_id)
CREATE INDEX idx_tags_name ON tags(name);

-- Tag filtering (JOIN memory_tags on memory_id)
CREATE INDEX idx_memory_tags_tag ON memory_tags(tag_id);

Query plans:

-- Search query uses indexes:
EXPLAIN QUERY PLAN
SELECT * FROM memories WHERE created_at > ? ORDER BY created_at DESC;
-- Result: SEARCH memories USING INDEX idx_memories_created

EXPLAIN QUERY PLAN
SELECT * FROM memories WHERE expires_at > strftime('%s', 'now');
-- Result: SEARCH memories USING INDEX idx_memories_expires

Phase 2 Indexes (+ FTS5)

-- FTS5 creates inverted index automatically
CREATE VIRTUAL TABLE memories_fts USING fts5(content, ...);
-- Generates internal tables: memories_fts_data, memories_fts_idx, memories_fts_config

FTS5 Index Structure:

Term → Document Postings List

"docker" → [1, 5, 12, 34, 56, ...]
"compose" → [5, 12, 89, ...]
"networking" → [5, 34, 67, ...]

Query "docker AND compose" → intersection([1,5,12,34,56], [5,12,89]) = [5, 12]

Phase 3 Indexes (+ Trigrams)

-- Trigram lookups (WHERE trigram IN (...))
CREATE INDEX idx_trigrams_trigram ON trigrams(trigram);

-- Cleanup on memory deletion (CASCADE via memory_id)
CREATE INDEX idx_trigrams_memory ON trigrams(memory_id);

Trigram Index Structure:

Trigram → Memory IDs

"doc" → [1, 5, 12, 34, ...]  (all memories with "doc")
"ock" → [1, 5, 12, 34, ...]  (all memories with "ock")
"cke" → [1, 5, 12, ...]      (all memories with "cke")

Query "docker" trigrams ["doc", "ock", "cke", "ker"]
→ Find intersection: memories with all 4 trigrams (or ≥ threshold)

Performance Optimization

Database Configuration

-- WAL mode for better concurrency
PRAGMA journal_mode = WAL;

-- Memory-mapped I/O for faster reads
PRAGMA mmap_size = 268435456;  -- 256MB

-- Larger cache for better performance
PRAGMA cache_size = -64000;  -- 64MB (negative = KB)

-- Synchronous writes (balance between speed and durability)
PRAGMA synchronous = NORMAL;  -- Not FULL (too slow), not OFF (unsafe)

-- Auto-vacuum to prevent bloat
PRAGMA auto_vacuum = INCREMENTAL;

Query Optimization

// Use prepared statements (compiled once, executed many times)
const searchStmt = db.prepare(`
  SELECT * FROM memories 
  WHERE LOWER(content) LIKE LOWER(?) 
  ORDER BY created_at DESC 
  LIMIT ?
`);

// Transaction for bulk inserts
const insertMany = db.transaction((memories) => {
  for (const memory of memories) {
    insertStmt.run(memory);
  }
});

Trigram Pruning

// Prune common trigrams (low information value)
// E.g., "the", "and", "ing" appear in most memories
const pruneCommonTrigrams = db.prepare(`
  DELETE FROM trigrams
  WHERE trigram IN (
    SELECT trigram FROM trigrams
    GROUP BY trigram
    HAVING COUNT(*) > (SELECT COUNT(*) * 0.5 FROM memories)
  )
`);

// Run after bulk imports
pruneCommonTrigrams.run();

Result Caching

// LRU cache for frequent queries
const LRU = require('lru-cache');
const queryCache = new LRU({
  max: 100,           // Cache 100 queries
  ttl: 1000 * 60 * 5  // 5 minute TTL
});

function search(query, filters) {
  const cacheKey = JSON.stringify({ query, filters });
  
  if (queryCache.has(cacheKey)) {
    return queryCache.get(cacheKey);
  }
  
  const results = executeSearch(query, filters);
  queryCache.set(cacheKey, results);
  return results;
}

Error Handling

Database Errors

try {
  db.prepare(sql).run(params);
} catch (error) {
  if (error.code === 'SQLITE_BUSY') {
    // Retry after backoff
    await sleep(100);
    return retry(operation, maxRetries - 1);
  }
  
  if (error.code === 'SQLITE_CONSTRAINT') {
    // Validation error (content too long, duplicate tag, etc.)
    throw new ValidationError(error.message);
  }
  
  if (error.code === 'SQLITE_CORRUPT') {
    // Database corruption - suggest recovery
    throw new DatabaseCorruptError('Database corrupted, run: memory recover');
  }
  
  // Unknown error
  throw error;
}

Migration Errors

async function migrate(targetVersion) {
  const currentVersion = getCurrentSchemaVersion();
  
  // Backup before migration
  await backupDatabase(`backup-v${currentVersion}.db`);
  
  try {
    db.exec('BEGIN TRANSACTION');
    
    // Run migrations
    for (let v = currentVersion + 1; v <= targetVersion; v++) {
      await runMigration(v);
    }
    
    db.exec('COMMIT');
    console.log(`Migrated to version ${targetVersion}`);
  } catch (error) {
    db.exec('ROLLBACK');
    console.error('Migration failed, rolling back');
    
    // Restore backup
    await restoreDatabase(`backup-v${currentVersion}.db`);
    throw error;
  }
}

Security Considerations

Input Validation

// Prevent SQL injection (prepared statements)
const stmt = db.prepare('SELECT * FROM memories WHERE content LIKE ?');
stmt.all(`%${userInput}%`);  // Safe: userInput is parameterized

// Validate content length
if (content.length > 10000) {
  throw new ValidationError('Content exceeds 10KB limit');
}

// Sanitize tags (only alphanumeric, hyphens, underscores)
const sanitizeTag = (tag) => tag.replace(/[^a-z0-9\-_]/gi, '');

Sensitive Data Protection

// Warn if sensitive patterns detected
const sensitivePatterns = [
  /password\s*[:=]\s*\S+/i,
  /api[_-]?key\s*[:=]\s*\S+/i,
  /token\s*[:=]\s*\S+/i,
  /secret\s*[:=]\s*\S+/i
];

function checkSensitiveData(content) {
  for (const pattern of sensitivePatterns) {
    if (pattern.test(content)) {
      console.warn('⚠️  Warning: Potential sensitive data detected');
      console.warn('Consider storing credentials in a secure vault instead');
      return true;
    }
  }
  return false;
}

File Permissions

# Database file should be user-readable only
chmod 600 ~/.config/opencode/memories.db

# Backup files should have same permissions
chmod 600 ~/.config/opencode/memories-backup-*.db

Scalability Limits

Phase 1 (LIKE)

  • Max memories: ~500 (performance degrades beyond)
  • Query latency: O(n) - linear scan
  • Storage: ~250KB for 500 memories

Phase 2 (FTS5)

  • Max memories: ~50K (comfortable), 100K+ (possible)
  • Query latency: O(log n) - index lookup
  • Storage: +30% for FTS5 index (~325KB for 500 memories)

Phase 3 (Fuzzy)

  • Max memories: 100K+ (with trigram pruning)
  • Query latency: O(log n) + O(m) where m = fuzzy candidates
  • Storage: +200% for trigrams (~750KB for 500 memories)
    • Mitigated by pruning common trigrams

Migration Triggers

Phase 1 → Phase 2:

  • Dataset > 500 memories
  • Query latency > 500ms
  • Manual user request

Phase 2 → Phase 3:

  • User reports needing fuzzy search
  • High typo rates in queries
  • Manual user request

Future Enhancements

Vector Embeddings (Phase 4?)

  • Semantic search ("docker" → "containerization")
  • Requires embedding model (~100MB)
  • SQLite-VSS extension
  • Hybrid: BM25 (lexical) + Cosine similarity (semantic)

Automatic Summarization

  • LLM-generated summaries for long memories
  • Reduces token usage in search results
  • Trade-off: API dependency

Memory Versioning

  • Track edits to memories
  • Show history
  • Revert to previous version

Conflict Detection

  • Identify contradictory memories
  • Suggest consolidation
  • Flag for review

Collaborative Features

  • Share memories between agents
  • Team-wide memory pool
  • Privacy controls

Document Version: 1.0
Last Updated: 2025-10-29
Status: Planning Complete, Implementation Pending