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02a54e01ce
The default mode is normally 'summary' (LLM recap of matched sessions).
This commit lets a user override that via:
# ~/.hermes/config.yaml
tools:
session_search:
default_mode: fast
Useful for power users who want to live with fast-as-default for a few
days and see how it feels — without having to pass mode='fast' on every
call. The summary path is still one explicit kwarg away.
Resolution order at call time:
1. Explicit mode= argument from the LLM (always wins)
2. tools.session_search.default_mode in ~/.hermes/config.yaml
3. 'summary' (final fallback)
Implementation:
- New helper _resolve_user_default_mode() in tools/session_search_tool.py
reads the value via hermes_cli.config.load_config(). Wrapped in
functools.lru_cache so the YAML read happens at most once per process
(config changes need a CLI / TUI restart, which is the existing
convention).
- Validates: must be a string, must be 'fast' or 'summary'. Anything
else (including 'guided', which needs anchors and can't stand alone)
logs a warning and falls back to 'summary'. The user gets feedback
when they typo their config.
- session_search()'s mode normaliser checks for None/empty/non-string
first and resolves the user default before applying alias mapping.
Explicit modes still take precedence over config.
- Both dispatch sites in run_agent.py changed from
mode=function_args.get('mode', 'summary') → mode=function_args.get('mode').
Hardcoding 'summary' at dispatch would shadow the new config-default
layer. Added a guard assert in test_run_agent_special_session_search_paths_forward_mode
so a regression to the old shape fails loudly.
- Schema description gets one extra sentence acknowledging the
user-configurable default so the LLM's own description of the tool
reflects reality.
Tests (+8):
- test_unset_mode_falls_back_to_summary_when_config_missing
- test_user_can_configure_fast_as_default
- test_user_can_configure_summary_as_default_explicitly
- test_invalid_default_mode_warns_and_falls_back (typo test)
- test_guided_as_default_mode_is_rejected
- test_non_string_default_mode_falls_back (bogus YAML types)
- test_explicit_mode_argument_overrides_user_default
- test_unset_mode_with_config_default_fast_runs_fast_path (e2e)
93/93 session_search + get_messages_around tests passing.
This is thread 2 of the prompt-tuning / default-mode plan from the
spike: thread 1 was the schema-description iteration (still in progress
on the spike page); thread 2 lets users carry the experiment around in
their own config while we converge on whether to flip the global default
in the schema.
1156 lines
50 KiB
Python
1156 lines
50 KiB
Python
#!/usr/bin/env python3
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"""
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Session Search Tool - Long-Term Conversation Recall
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Searches past session transcripts in SQLite via FTS5. Keyword search defaults
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to fast snippet/context hits without any LLM call; callers can opt into focused
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LLM summaries with mode="summary" when deeper recall is worth the latency.
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Flow:
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1. FTS5 search finds matching messages ranked by relevance
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2. Groups by session, takes the top N unique sessions (default 3)
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3. Fast mode returns snippets and nearby context immediately
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4. Summary mode loads each session, truncates around matches, and calls an LLM
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5. Returns per-session hits/summaries with metadata
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"""
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import asyncio
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import concurrent.futures
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import json
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import logging
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import re
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from typing import Dict, Any, List, Optional, Union
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from agent.auxiliary_client import async_call_llm, extract_content_or_reasoning
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MAX_SESSION_CHARS = 100_000
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# Default mode is summary unless the user opts into a different one via
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# ``tools.session_search.default_mode`` in ~/.hermes/config.yaml. Only ``fast``
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# and ``summary`` are valid defaults — guided requires anchors and can't be
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# used standalone. Wrapped in lru_cache so the YAML read happens at most once
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# per process; the CLI / TUI is the typical caller and config changes need a
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# restart anyway.
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_VALID_DEFAULT_MODES = ("fast", "summary")
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def _resolve_user_default_mode() -> str:
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"""Look up ``tools.session_search.default_mode`` from ~/.hermes/config.yaml.
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Returns "summary" if unset, invalid, or the config loader is unavailable
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(e.g. tests, tools loaded outside the CLI). Logs a one-time warning on
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invalid values so users get feedback when they typo their config.
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"""
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try:
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from hermes_cli.config import load_config
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config = load_config() or {}
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except ImportError:
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logging.debug("hermes_cli.config not available; default_mode falls back to 'summary'")
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return "summary"
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except Exception as e:
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logging.debug("Failed to load config for session_search default_mode: %s", e, exc_info=True)
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return "summary"
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raw = (
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config.get("tools", {})
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.get("session_search", {})
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.get("default_mode")
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)
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if raw is None:
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return "summary"
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if not isinstance(raw, str):
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logging.warning(
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"tools.session_search.default_mode in config.yaml must be a string, got %r — falling back to 'summary'",
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raw,
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)
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return "summary"
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normalised = raw.strip().lower()
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if normalised not in _VALID_DEFAULT_MODES:
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logging.warning(
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"tools.session_search.default_mode=%r is not one of %s — falling back to 'summary'. "
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"(guided requires anchors and cannot be a default.)",
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raw, _VALID_DEFAULT_MODES,
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)
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return "summary"
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return normalised
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# Process-level cache so repeated session_search calls don't re-read YAML.
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# Cleared by tests via _resolve_user_default_mode.cache_clear() when needed.
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import functools # noqa: E402 — local to the cache wrap
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_resolve_user_default_mode = functools.lru_cache(maxsize=1)(_resolve_user_default_mode)
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MAX_SUMMARY_TOKENS = 10000
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def _get_session_search_max_concurrency(default: int = 3) -> int:
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"""Read auxiliary.session_search.max_concurrency with sane bounds."""
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try:
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from hermes_cli.config import load_config
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config = load_config()
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except ImportError:
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return default
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aux = config.get("auxiliary", {}) if isinstance(config, dict) else {}
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task_config = aux.get("session_search", {}) if isinstance(aux, dict) else {}
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if not isinstance(task_config, dict):
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return default
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raw = task_config.get("max_concurrency")
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if raw is None:
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return default
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try:
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value = int(raw)
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except (TypeError, ValueError):
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return default
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return max(1, min(value, 5))
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def _format_timestamp(ts: Union[int, float, str, None]) -> str:
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"""Convert a Unix timestamp (float/int) or ISO string to a human-readable date.
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Returns "unknown" for None, str(ts) if conversion fails.
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"""
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if ts is None:
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return "unknown"
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try:
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if isinstance(ts, (int, float)):
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from datetime import datetime
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dt = datetime.fromtimestamp(ts)
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return dt.strftime("%B %d, %Y at %I:%M %p")
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if isinstance(ts, str):
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if ts.replace(".", "").replace("-", "").isdigit():
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from datetime import datetime
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dt = datetime.fromtimestamp(float(ts))
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return dt.strftime("%B %d, %Y at %I:%M %p")
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return ts
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except (ValueError, OSError, OverflowError) as e:
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# Log specific errors for debugging while gracefully handling edge cases
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logging.debug("Failed to format timestamp %s: %s", ts, e, exc_info=True)
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except Exception as e:
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logging.debug("Unexpected error formatting timestamp %s: %s", ts, e, exc_info=True)
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return str(ts)
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def _format_conversation(messages: List[Dict[str, Any]]) -> str:
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"""Format session messages into a readable transcript for summarization."""
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parts = []
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for msg in messages:
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role = msg.get("role", "unknown").upper()
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content = msg.get("content") or ""
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tool_name = msg.get("tool_name")
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if role == "TOOL" and tool_name:
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# Truncate long tool outputs
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if len(content) > 500:
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content = content[:250] + "\n...[truncated]...\n" + content[-250:]
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parts.append(f"[TOOL:{tool_name}]: {content}")
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elif role == "ASSISTANT":
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# Include tool call names if present
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tool_calls = msg.get("tool_calls")
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if tool_calls and isinstance(tool_calls, list):
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tc_names = []
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for tc in tool_calls:
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if isinstance(tc, dict):
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name = tc.get("name") or tc.get("function", {}).get("name", "?")
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tc_names.append(name)
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if tc_names:
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parts.append(f"[ASSISTANT]: [Called: {', '.join(tc_names)}]")
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if content:
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parts.append(f"[ASSISTANT]: {content}")
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else:
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parts.append(f"[ASSISTANT]: {content}")
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else:
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parts.append(f"[{role}]: {content}")
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return "\n\n".join(parts)
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def _truncate_around_matches(
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full_text: str, query: str, max_chars: int = MAX_SESSION_CHARS
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) -> str:
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"""
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Truncate a conversation transcript to *max_chars*, choosing a window
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that maximises coverage of positions where the *query* actually appears.
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Strategy (in priority order):
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1. Try to find the full query as a phrase (case-insensitive).
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2. If no phrase hit, look for positions where all query terms appear
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within a 200-char proximity window (co-occurrence).
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3. Fall back to individual term positions.
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Once candidate positions are collected the function picks the window
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start that covers the most of them.
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"""
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if len(full_text) <= max_chars:
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return full_text
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text_lower = full_text.lower()
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query_lower = query.lower().strip()
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match_positions: list[int] = []
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# --- 1. Full-phrase search ------------------------------------------------
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phrase_pat = re.compile(re.escape(query_lower))
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match_positions = [m.start() for m in phrase_pat.finditer(text_lower)]
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# --- 2. Proximity co-occurrence of all terms (within 200 chars) -----------
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if not match_positions:
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terms = query_lower.split()
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if len(terms) > 1:
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# Collect every occurrence of each term
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term_positions: dict[str, list[int]] = {}
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for t in terms:
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term_positions[t] = [
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m.start() for m in re.finditer(re.escape(t), text_lower)
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]
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# Slide through positions of the rarest term and check proximity
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rarest = min(terms, key=lambda t: len(term_positions.get(t, [])))
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for pos in term_positions.get(rarest, []):
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if all(
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any(abs(p - pos) < 200 for p in term_positions.get(t, []))
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for t in terms
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if t != rarest
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):
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match_positions.append(pos)
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# --- 3. Individual term positions (last resort) ---------------------------
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if not match_positions:
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terms = query_lower.split()
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for t in terms:
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for m in re.finditer(re.escape(t), text_lower):
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match_positions.append(m.start())
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if not match_positions:
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# Nothing at all — take from the start
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truncated = full_text[:max_chars]
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suffix = "\n\n...[later conversation truncated]..." if max_chars < len(full_text) else ""
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return truncated + suffix
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# --- Pick window that covers the most match positions ---------------------
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match_positions.sort()
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best_start = 0
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best_count = 0
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for candidate in match_positions:
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ws = max(0, candidate - max_chars // 4) # bias: 25% before, 75% after
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we = ws + max_chars
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if we > len(full_text):
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ws = max(0, len(full_text) - max_chars)
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we = len(full_text)
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count = sum(1 for p in match_positions if ws <= p < we)
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if count > best_count:
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best_count = count
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best_start = ws
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start = best_start
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end = min(len(full_text), start + max_chars)
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truncated = full_text[start:end]
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prefix = "...[earlier conversation truncated]...\n\n" if start > 0 else ""
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suffix = "\n\n...[later conversation truncated]..." if end < len(full_text) else ""
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return prefix + truncated + suffix
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async def _summarize_session(
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conversation_text: str, query: str, session_meta: Dict[str, Any]
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) -> Optional[str]:
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"""Summarize a single session conversation focused on the search query."""
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system_prompt = (
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"You are reviewing a past conversation transcript to help recall what happened. "
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"Summarize the conversation with a focus on the search topic. Include:\n"
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"1. What the user asked about or wanted to accomplish\n"
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"2. What actions were taken and what the outcomes were\n"
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"3. Key decisions, solutions found, or conclusions reached\n"
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"4. Any specific commands, files, URLs, or technical details that were important\n"
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"5. Anything left unresolved or notable\n\n"
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"Be thorough but concise. Preserve specific details (commands, paths, error messages) "
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"that would be useful to recall. Write in past tense as a factual recap."
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)
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source = session_meta.get("source", "unknown")
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started = _format_timestamp(session_meta.get("started_at"))
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user_prompt = (
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f"Search topic: {query}\n"
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f"Session source: {source}\n"
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f"Session date: {started}\n\n"
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f"CONVERSATION TRANSCRIPT:\n{conversation_text}\n\n"
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f"Summarize this conversation with focus on: {query}"
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)
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max_retries = 3
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for attempt in range(max_retries):
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try:
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response = await async_call_llm(
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task="session_search",
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messages=[
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{"role": "system", "content": system_prompt},
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{"role": "user", "content": user_prompt},
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],
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temperature=0.1,
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max_tokens=MAX_SUMMARY_TOKENS,
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)
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content = extract_content_or_reasoning(response)
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if content:
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return content
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# Reasoning-only / empty — let the retry loop handle it
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logging.warning("Session search LLM returned empty content (attempt %d/%d)", attempt + 1, max_retries)
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if attempt < max_retries - 1:
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await asyncio.sleep(1 * (attempt + 1))
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continue
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return content
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except RuntimeError:
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logging.warning("No auxiliary model available for session summarization")
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return None
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except Exception as e:
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if attempt < max_retries - 1:
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await asyncio.sleep(1 * (attempt + 1))
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else:
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logging.warning(
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"Session summarization failed after %d attempts: %s",
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max_retries,
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e,
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exc_info=True,
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)
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return None
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# Sources that are excluded from session browsing/searching by default.
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# Third-party integrations (Paperclip agents, etc.) tag their sessions with
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# HERMES_SESSION_SOURCE=tool so they don't clutter the user's session history.
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_HIDDEN_SESSION_SOURCES = ("tool",)
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def _list_recent_sessions(db, limit: int, current_session_id: str = None) -> str:
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"""Return metadata for the most recent sessions (no LLM calls)."""
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try:
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sessions = db.list_sessions_rich(
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limit=limit + 5,
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exclude_sources=list(_HIDDEN_SESSION_SOURCES),
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order_by_last_active=True,
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) # fetch extra to skip current
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# Resolve current session lineage to exclude it
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current_root = None
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if current_session_id:
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try:
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sid = current_session_id
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visited = set()
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current_root = current_session_id
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while sid and sid not in visited:
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visited.add(sid)
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current_root = sid
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s = db.get_session(sid)
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parent = s.get("parent_session_id") if s else None
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sid = parent if parent else None
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except Exception:
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current_root = current_session_id
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results = []
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for s in sessions:
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sid = s.get("id", "")
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if current_root and (sid == current_root or sid == current_session_id):
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continue
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# Skip child/delegation sessions (they have parent_session_id)
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if s.get("parent_session_id"):
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continue
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results.append({
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"session_id": sid,
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"title": s.get("title") or None,
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"source": s.get("source", ""),
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"started_at": s.get("started_at", ""),
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"last_active": s.get("last_active", ""),
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"message_count": s.get("message_count", 0),
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"preview": s.get("preview", ""),
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})
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if len(results) >= limit:
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break
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return json.dumps({
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"success": True,
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"mode": "recent",
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"results": results,
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"count": len(results),
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"message": f"Showing {len(results)} most recent sessions. Use a keyword query to search specific topics.",
|
||
}, ensure_ascii=False)
|
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except Exception as e:
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logging.error("Error listing recent sessions: %s", e, exc_info=True)
|
||
return tool_error(f"Failed to list recent sessions: {e}", success=False)
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||
|
||
|
||
def _guided_drill_down(
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db,
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session_id: str,
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around_message_id,
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window: int,
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current_session_id: str = None,
|
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anchors: Optional[List[Dict[str, Any]]] = None,
|
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) -> str:
|
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"""Anchored drill-down for ``mode='guided'`` of ``session_search``.
|
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|
||
Returns a JSON string carrying one or more windows of messages — each
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centred on a specific message id in a specific session. No FTS5, no
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auxiliary LLM, no 100k-char truncation — N indexed DB lookups (where
|
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N = number of anchors).
|
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|
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Two input shapes (use one):
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||
|
||
* **Single anchor** (back-compat): pass ``session_id`` and
|
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``around_message_id`` directly. Internally normalised to a single-
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element ``anchors`` list. Response always carries ``windows``
|
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as a list, plus the legacy single-anchor fields at the top level
|
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when there's exactly one anchor.
|
||
|
||
* **Multi-anchor**: pass ``anchors=[{"session_id":..., "around_message_id":...}, ...]``.
|
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The agent picks the most promising K hits from a wider fast call
|
||
and drills into all of them at once — same conversation in the
|
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steering loop, more context per turn.
|
||
|
||
Each anchor is validated independently. Per-anchor failures (missing
|
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session, anchor not in session, current-lineage rejection) become
|
||
error entries inside the response's ``windows`` list rather than
|
||
aborting the whole call. ``window`` is shared across all anchors
|
||
and clamped to ``[1, 20]`` (silent, matches the existing limit-clamp
|
||
pattern).
|
||
"""
|
||
# 1. Normalise inputs into a single ``anchors`` list. Three shapes:
|
||
# (a) anchors= parameter is set (preferred for multi-anchor)
|
||
# (b) session_id + around_message_id (single-anchor back-compat)
|
||
# (c) neither set → user-facing error
|
||
if anchors:
|
||
if not isinstance(anchors, list):
|
||
return tool_error(
|
||
"guided mode: 'anchors' must be a list of {session_id, around_message_id} dicts",
|
||
success=False,
|
||
)
|
||
normalised_anchors = anchors
|
||
elif session_id or around_message_id is not None:
|
||
normalised_anchors = [{
|
||
"session_id": session_id,
|
||
"around_message_id": around_message_id,
|
||
}]
|
||
else:
|
||
return tool_error(
|
||
"guided mode requires either anchors=[...] or session_id+around_message_id "
|
||
"(use match_message_id+session_id from a prior fast-mode hit)",
|
||
success=False,
|
||
)
|
||
|
||
if len(normalised_anchors) == 0:
|
||
return tool_error(
|
||
"guided mode: anchors list is empty (pass at least one {session_id, around_message_id})",
|
||
success=False,
|
||
)
|
||
|
||
# 2. Window clamp (shared across all anchors). Matches the existing
|
||
# limit-clamp pattern (silent).
|
||
if not isinstance(window, int):
|
||
try:
|
||
window = int(window)
|
||
except (TypeError, ValueError):
|
||
window = 5
|
||
window = max(1, min(window, 20))
|
||
|
||
# 3. Helper: resolve to lineage root (used by the current-lineage
|
||
# rejection check below).
|
||
def _resolve_to_parent(sid: str) -> str:
|
||
visited = set()
|
||
cur = sid
|
||
while cur and cur not in visited:
|
||
visited.add(cur)
|
||
try:
|
||
meta = db.get_session(cur)
|
||
if not meta:
|
||
break
|
||
parent = meta.get("parent_session_id")
|
||
if parent:
|
||
cur = parent
|
||
else:
|
||
break
|
||
except Exception as e:
|
||
logging.debug("Error resolving parent for %s: %s", cur, e, exc_info=True)
|
||
break
|
||
return cur
|
||
|
||
current_root = _resolve_to_parent(current_session_id) if current_session_id else None
|
||
|
||
# 4. Drill into each anchor. Per-anchor errors are recorded inline
|
||
# rather than aborting the whole call — the agent can still use
|
||
# successful drills even if one anchor was malformed.
|
||
windows_out: List[Dict[str, Any]] = []
|
||
for raw_anchor in normalised_anchors:
|
||
if not isinstance(raw_anchor, dict):
|
||
windows_out.append({
|
||
"success": False,
|
||
"error": "anchor must be a dict with session_id + around_message_id",
|
||
})
|
||
continue
|
||
|
||
a_sid = raw_anchor.get("session_id")
|
||
a_msg = raw_anchor.get("around_message_id")
|
||
|
||
if not a_sid or not isinstance(a_sid, str) or not a_sid.strip():
|
||
windows_out.append({
|
||
"success": False,
|
||
"error": "anchor missing session_id",
|
||
"anchor": raw_anchor,
|
||
})
|
||
continue
|
||
a_sid = a_sid.strip()
|
||
|
||
try:
|
||
a_msg_id = int(a_msg)
|
||
except (TypeError, ValueError):
|
||
windows_out.append({
|
||
"success": False,
|
||
"error": "anchor missing or non-integer around_message_id",
|
||
"anchor": raw_anchor,
|
||
})
|
||
continue
|
||
|
||
# Current-lineage rejection: per-anchor, so other valid anchors
|
||
# in a multi-anchor call still drill.
|
||
if current_root:
|
||
target_root = _resolve_to_parent(a_sid)
|
||
if target_root and target_root == current_root:
|
||
windows_out.append({
|
||
"success": False,
|
||
"error": "anchor rejects drill-down into the current session lineage — those messages are already in your active context",
|
||
"session_id": a_sid,
|
||
"around_message_id": a_msg_id,
|
||
})
|
||
continue
|
||
|
||
# Session existence check.
|
||
try:
|
||
session_meta = db.get_session(a_sid) or {}
|
||
except Exception as e:
|
||
logging.debug("get_session failed for %s: %s", a_sid, e, exc_info=True)
|
||
session_meta = {}
|
||
if not session_meta:
|
||
windows_out.append({
|
||
"success": False,
|
||
"error": f"session_id not found: {a_sid}",
|
||
"session_id": a_sid,
|
||
"around_message_id": a_msg_id,
|
||
})
|
||
continue
|
||
|
||
# Fetch the window.
|
||
try:
|
||
messages = db.get_messages_around(a_sid, a_msg_id, window=window)
|
||
except Exception as e:
|
||
logging.debug("get_messages_around failed: %s", e, exc_info=True)
|
||
windows_out.append({
|
||
"success": False,
|
||
"error": f"failed to load messages around {a_msg_id} in {a_sid}: {e}",
|
||
"session_id": a_sid,
|
||
"around_message_id": a_msg_id,
|
||
})
|
||
continue
|
||
|
||
# Safety net: the agent (or memory, or a legacy caller) may pair a
|
||
# parent/lineage-root session_id with a message_id that actually
|
||
# lives in a descendant (child) session. Before this commit, fast
|
||
# mode returned exactly that broken pair. We now emit the matching
|
||
# raw sid in fast mode, but guided should remain forgiving for
|
||
# callers that haven't updated yet.
|
||
#
|
||
# Recovery rule: locate the real owning session by message id; if
|
||
# that session is in the same lineage as ``a_sid``, transparently
|
||
# rebind and refetch. Record a warning so the rebind is visible.
|
||
rebind_warning = None
|
||
if not messages:
|
||
owning = None
|
||
# Prefer a helper if SessionDB exposes one (forward-compat).
|
||
try:
|
||
if hasattr(db, "get_session_id_for_message"):
|
||
owning = db.get_session_id_for_message(a_msg_id)
|
||
except Exception as e:
|
||
logging.debug("get_session_id_for_message failed: %s", e, exc_info=True)
|
||
owning = None
|
||
# Fallback: query through SessionDB._conn (the canonical connection).
|
||
if not owning:
|
||
try:
|
||
conn = getattr(db, "_conn", None)
|
||
if conn is not None:
|
||
row = conn.execute(
|
||
"SELECT session_id FROM messages WHERE id = ?",
|
||
(a_msg_id,),
|
||
).fetchone()
|
||
# sqlite3.Row supports indexing; tuple fallback works too.
|
||
owning = row[0] if row else None
|
||
except Exception as e:
|
||
logging.debug("owning-session lookup failed: %s", e, exc_info=True)
|
||
owning = None
|
||
|
||
if owning and owning != a_sid:
|
||
# Check same lineage (walk both up to roots).
|
||
a_root = _resolve_to_parent(a_sid)
|
||
o_root = _resolve_to_parent(owning)
|
||
if a_root and o_root and a_root == o_root:
|
||
try:
|
||
messages = db.get_messages_around(owning, a_msg_id, window=window)
|
||
except Exception as e:
|
||
logging.debug("rebind get_messages_around failed: %s", e, exc_info=True)
|
||
messages = []
|
||
if messages:
|
||
rebind_warning = (
|
||
f"around_message_id {a_msg_id} lives in {owning} "
|
||
f"(child of {a_sid}); rebound transparently"
|
||
)
|
||
# Re-fetch session_meta for the actual owning session.
|
||
try:
|
||
session_meta = db.get_session(owning) or session_meta
|
||
except Exception:
|
||
pass
|
||
a_sid = owning
|
||
|
||
if not messages:
|
||
windows_out.append({
|
||
"success": False,
|
||
"error": f"around_message_id {a_msg_id} not in session_id {a_sid}",
|
||
"session_id": a_sid,
|
||
"around_message_id": a_msg_id,
|
||
})
|
||
continue
|
||
|
||
# Wrap with anchor flag + boundary counts.
|
||
out_messages = []
|
||
messages_before = 0
|
||
messages_after = 0
|
||
for m in messages:
|
||
is_anchor = m.get("id") == a_msg_id
|
||
if not is_anchor and m.get("id", 0) < a_msg_id:
|
||
messages_before += 1
|
||
elif not is_anchor:
|
||
messages_after += 1
|
||
entry = {
|
||
"id": m.get("id"),
|
||
"role": m.get("role"),
|
||
"content": m.get("content"),
|
||
"tool_name": m.get("tool_name"),
|
||
"tool_calls": m.get("tool_calls") or None,
|
||
"tool_call_id": m.get("tool_call_id"),
|
||
"timestamp": m.get("timestamp"),
|
||
}
|
||
if is_anchor:
|
||
entry["anchor"] = True
|
||
# Strip None-valued optional fields to keep payload tight (keep
|
||
# 'content' even if None, since absent-content is meaningful).
|
||
entry = {k: v for k, v in entry.items() if v is not None or k in ("content",)}
|
||
out_messages.append(entry)
|
||
|
||
success_entry = {
|
||
"success": True,
|
||
"session_id": a_sid,
|
||
"around_message_id": a_msg_id,
|
||
"session_meta": {
|
||
"when": _format_timestamp(session_meta.get("started_at")),
|
||
"source": session_meta.get("source"),
|
||
"model": session_meta.get("model"),
|
||
"title": session_meta.get("title"),
|
||
},
|
||
"messages": out_messages,
|
||
"messages_before": messages_before,
|
||
"messages_after": messages_after,
|
||
}
|
||
if rebind_warning:
|
||
success_entry["warning"] = rebind_warning
|
||
windows_out.append(success_entry)
|
||
|
||
# 5. Top-level response shape. ``windows`` is always a list. For
|
||
# single-anchor calls (the common case), we mirror the legacy fields
|
||
# at the top level so existing callers / tests continue to work
|
||
# without branching on len(windows).
|
||
response: Dict[str, Any] = {
|
||
"success": True,
|
||
"mode": "guided",
|
||
"window": window,
|
||
"windows": windows_out,
|
||
"anchor_count": len(windows_out),
|
||
}
|
||
if len(windows_out) == 1:
|
||
only = windows_out[0]
|
||
if only.get("success"):
|
||
response.update({
|
||
"session_id": only["session_id"],
|
||
"around_message_id": only["around_message_id"],
|
||
"session_meta": only["session_meta"],
|
||
"messages": only["messages"],
|
||
"messages_before": only["messages_before"],
|
||
"messages_after": only["messages_after"],
|
||
})
|
||
if only.get("warning"):
|
||
response["warning"] = only["warning"]
|
||
else:
|
||
# Single-anchor failure: surface as a top-level tool_error so
|
||
# callers don't have to dig into the windows array for the
|
||
# error string. Keeps the legacy single-anchor failure shape.
|
||
return tool_error(only.get("error", "guided drill-down failed"), success=False)
|
||
|
||
return json.dumps(response, ensure_ascii=False)
|
||
|
||
|
||
def session_search(
|
||
query: str = "",
|
||
role_filter: str = None,
|
||
limit: int = 3,
|
||
db=None,
|
||
current_session_id: str = None,
|
||
mode: str = "summary",
|
||
# Guided-mode-only parameters: anchored drill-down into one or more
|
||
# session+message pairs. Required when mode='guided', ignored otherwise.
|
||
# Use either the single-anchor pair (session_id + around_message_id) or
|
||
# the multi-anchor list (anchors=[{session_id, around_message_id}, ...]).
|
||
session_id: str = None,
|
||
around_message_id: int = None,
|
||
window: int = 5,
|
||
anchors: list = None,
|
||
) -> str:
|
||
"""
|
||
Search past sessions, or drill into a specific one.
|
||
|
||
Modes:
|
||
* fast — FTS5 snippets + ±1 message context. Cheap discovery.
|
||
* summary — fetch full session(s), truncate to 100k chars, run aux LLM
|
||
recap. Cross-session synthesis at ~30s tool-side cost.
|
||
* guided — anchored drill-down. Caller supplies session_id +
|
||
around_message_id (typically from a prior fast hit's
|
||
match_message_id field) and gets a window of messages
|
||
around the anchor with no LLM call and no truncation.
|
||
"""
|
||
if db is None:
|
||
try:
|
||
from hermes_state import SessionDB
|
||
|
||
db = SessionDB()
|
||
except Exception:
|
||
logging.debug("SessionDB unavailable for session_search", exc_info=True)
|
||
from hermes_state import format_session_db_unavailable
|
||
return tool_error(format_session_db_unavailable(), success=False)
|
||
|
||
# Mode normalisation. ``None`` / empty string / non-string → fall back to
|
||
# the user's configured default (via ~/.hermes/config.yaml, see
|
||
# ``_resolve_user_default_mode``). Defaults to "summary" if unset. We only
|
||
# resolve the user default when the caller didn't pass an explicit mode —
|
||
# an explicit "fast" or "summary" or "guided" wins regardless of config.
|
||
if not isinstance(mode, str) or not mode.strip():
|
||
mode = _resolve_user_default_mode()
|
||
else:
|
||
mode = mode.strip().lower()
|
||
if mode in ("summarized", "summarise", "summarize", "deep"):
|
||
mode = "summary"
|
||
if mode in ("drill", "drilldown", "drill-down", "anchor", "around"):
|
||
mode = "guided"
|
||
if mode not in ("fast", "summary", "guided"):
|
||
mode = "summary"
|
||
|
||
# Guided mode is a different shape: it doesn't search, it drills. Branch
|
||
# before FTS5 so we don't pay for anything we don't use, and so missing-arg
|
||
# validation happens up front.
|
||
if mode == "guided":
|
||
return _guided_drill_down(
|
||
db=db,
|
||
session_id=session_id,
|
||
around_message_id=around_message_id,
|
||
window=window,
|
||
current_session_id=current_session_id,
|
||
anchors=anchors,
|
||
)
|
||
|
||
# Defensive: models (especially open-source) may send non-int limit values
|
||
# (None when JSON null, string "int", or even a type object). Coerce to a
|
||
# safe integer before any arithmetic/comparison to prevent TypeError.
|
||
if not isinstance(limit, int):
|
||
try:
|
||
limit = int(limit)
|
||
except (TypeError, ValueError):
|
||
limit = 3
|
||
limit = max(1, min(limit, 10)) # Clamp to [1, 10]
|
||
|
||
# Recent sessions mode: when query is empty, return metadata for recent sessions.
|
||
# No LLM calls — just DB queries for titles, previews, timestamps.
|
||
if not query or not query.strip():
|
||
return _list_recent_sessions(db, limit, current_session_id)
|
||
|
||
query = query.strip()
|
||
|
||
try:
|
||
# Parse role filter
|
||
role_list = None
|
||
if role_filter and role_filter.strip():
|
||
role_list = [r.strip() for r in role_filter.split(",") if r.strip()]
|
||
|
||
# FTS5 search -- get matches ranked by relevance
|
||
raw_results = db.search_messages(
|
||
query=query,
|
||
role_filter=role_list,
|
||
exclude_sources=list(_HIDDEN_SESSION_SOURCES),
|
||
limit=50, # Get more matches to find unique sessions
|
||
offset=0,
|
||
)
|
||
|
||
if not raw_results:
|
||
return json.dumps({
|
||
"success": True,
|
||
"mode": mode,
|
||
"query": query,
|
||
"results": [],
|
||
"count": 0,
|
||
"message": "No matching sessions found.",
|
||
}, ensure_ascii=False)
|
||
|
||
# Resolve child sessions to their parent — delegation stores detailed
|
||
# content in child sessions, but the user's conversation is the parent.
|
||
def _resolve_to_parent(session_id: str) -> str:
|
||
"""Walk delegation chain to find the root parent session ID."""
|
||
visited = set()
|
||
sid = session_id
|
||
while sid and sid not in visited:
|
||
visited.add(sid)
|
||
try:
|
||
session = db.get_session(sid)
|
||
if not session:
|
||
break
|
||
parent = session.get("parent_session_id")
|
||
if parent:
|
||
sid = parent
|
||
else:
|
||
break
|
||
except Exception as e:
|
||
logging.debug(
|
||
"Error resolving parent for session %s: %s",
|
||
sid,
|
||
e,
|
||
exc_info=True,
|
||
)
|
||
break
|
||
return sid
|
||
|
||
current_lineage_root = (
|
||
_resolve_to_parent(current_session_id) if current_session_id else None
|
||
)
|
||
|
||
# Group by resolved (parent) session_id, dedup, skip the current
|
||
# session lineage. Compression and delegation create child sessions
|
||
# that still belong to the same active conversation.
|
||
#
|
||
# IMPORTANT: we group BY parent (so the user sees one entry per
|
||
# conversation lineage), but we preserve the raw FTS5 session_id on
|
||
# the surviving result. The raw sid is the only sid that pairs
|
||
# validly with ``match_message_id``; rewriting it to the parent
|
||
# produces a "{parent_sid, child_message_id}" handle that guided
|
||
# mode cannot resolve (#regression introduced by the original
|
||
# match_message_id rollout). See the parent_session_id field in
|
||
# fast-mode output for the lineage-root link the user expects to
|
||
# see.
|
||
seen_sessions = {}
|
||
for result in raw_results:
|
||
raw_sid = result["session_id"]
|
||
resolved_sid = _resolve_to_parent(raw_sid)
|
||
# Skip the current session lineage — the agent already has that
|
||
# context, even if older turns live in parent fragments.
|
||
if current_lineage_root and resolved_sid == current_lineage_root:
|
||
continue
|
||
if current_session_id and raw_sid == current_session_id:
|
||
continue
|
||
if resolved_sid not in seen_sessions:
|
||
result = dict(result)
|
||
# Keep raw_sid as session_id; expose lineage root separately.
|
||
result["session_id"] = raw_sid
|
||
if resolved_sid and resolved_sid != raw_sid:
|
||
result["parent_session_id"] = resolved_sid
|
||
seen_sessions[resolved_sid] = result
|
||
if len(seen_sessions) >= limit:
|
||
break
|
||
|
||
if mode == "fast":
|
||
results = []
|
||
for lineage_root, match_info in seen_sessions.items():
|
||
# ``lineage_root`` is the dict key (resolved parent — used for
|
||
# dedup grouping). ``match_info["session_id"]`` is the raw FTS5
|
||
# row's session — the only sid that pairs with
|
||
# ``match_info["id"]`` (the message id). Emit the pair (raw sid +
|
||
# match_message_id) so the agent's follow-up
|
||
# mode='guided' call has a valid {session_id, around_message_id}
|
||
# handle. ``parent_session_id`` (if different) tells the agent
|
||
# which conversation lineage this fragment belongs to.
|
||
hit_sid = match_info.get("session_id") or lineage_root
|
||
try:
|
||
session_meta = db.get_session(lineage_root) or {}
|
||
except Exception:
|
||
session_meta = {}
|
||
snippet = match_info.get("snippet") or ""
|
||
context = match_info.get("context") or []
|
||
if not isinstance(context, list):
|
||
context = []
|
||
entry = {
|
||
"session_id": hit_sid,
|
||
"when": _format_timestamp(
|
||
session_meta.get("started_at") or match_info.get("session_started")
|
||
),
|
||
"source": session_meta.get("source") or match_info.get("source", "unknown"),
|
||
"model": session_meta.get("model") or match_info.get("model") or "unknown",
|
||
"matched_role": match_info.get("role"),
|
||
"match_message_id": match_info.get("id"),
|
||
"title": session_meta.get("title") or None,
|
||
"snippet": snippet,
|
||
"context": context,
|
||
"summary": "[Search hit — summary not generated in fast mode] Use snippet/context fields, or set mode='summary' for LLM-generated recall.",
|
||
}
|
||
# Only emit parent_session_id when the FTS5 row lives in a
|
||
# child of the displayed lineage — keeps the common case
|
||
# (no delegation/compression) tidy.
|
||
parent_sid = match_info.get("parent_session_id")
|
||
if parent_sid and parent_sid != hit_sid:
|
||
entry["parent_session_id"] = parent_sid
|
||
results.append(entry)
|
||
|
||
return json.dumps({
|
||
"success": True,
|
||
"mode": "fast",
|
||
"query": query,
|
||
"results": results,
|
||
"count": len(results),
|
||
"sessions_searched": len(seen_sessions),
|
||
"message": "Fast search returned FTS snippets without LLM summarization. Use mode='summary' for focused summaries when needed.",
|
||
}, ensure_ascii=False)
|
||
|
||
# Prepare all sessions for parallel summarization
|
||
tasks = []
|
||
for session_id, match_info in seen_sessions.items():
|
||
try:
|
||
messages = db.get_messages_as_conversation(session_id)
|
||
if not messages:
|
||
continue
|
||
session_meta = db.get_session(session_id) or {}
|
||
conversation_text = _format_conversation(messages)
|
||
conversation_text = _truncate_around_matches(conversation_text, query)
|
||
tasks.append((session_id, match_info, conversation_text, session_meta))
|
||
except Exception as e:
|
||
logging.warning(
|
||
"Failed to prepare session %s: %s",
|
||
session_id,
|
||
e,
|
||
exc_info=True,
|
||
)
|
||
|
||
# Summarize all sessions in parallel
|
||
async def _summarize_all() -> List[Union[str, Exception]]:
|
||
"""Summarize all sessions with bounded concurrency."""
|
||
max_concurrency = min(_get_session_search_max_concurrency(), max(1, len(tasks)))
|
||
semaphore = asyncio.Semaphore(max_concurrency)
|
||
|
||
async def _bounded_summary(text: str, meta: Dict[str, Any]) -> Optional[str]:
|
||
async with semaphore:
|
||
return await _summarize_session(text, query, meta)
|
||
|
||
coros = [
|
||
_bounded_summary(text, meta)
|
||
for _, _, text, meta in tasks
|
||
]
|
||
return await asyncio.gather(*coros, return_exceptions=True)
|
||
|
||
try:
|
||
# Use _run_async() which properly manages event loops across
|
||
# CLI, gateway, and worker-thread contexts. The previous
|
||
# pattern (asyncio.run() in a ThreadPoolExecutor) created a
|
||
# disposable event loop that conflicted with cached
|
||
# AsyncOpenAI/httpx clients bound to a different loop,
|
||
# causing deadlocks in gateway mode (#2681).
|
||
from model_tools import _run_async
|
||
results = _run_async(_summarize_all())
|
||
except concurrent.futures.TimeoutError:
|
||
logging.warning(
|
||
"Session summarization timed out after 60 seconds",
|
||
exc_info=True,
|
||
)
|
||
return json.dumps({
|
||
"success": False,
|
||
"error": "Session summarization timed out. Try a more specific query or reduce the limit.",
|
||
}, ensure_ascii=False)
|
||
|
||
summaries = []
|
||
for (session_id, match_info, conversation_text, session_meta), result in zip(tasks, results):
|
||
if isinstance(result, Exception):
|
||
logging.warning(
|
||
"Failed to summarize session %s: %s",
|
||
session_id, result, exc_info=True,
|
||
)
|
||
result = None
|
||
|
||
# Prefer resolved parent session metadata over FTS5 match metadata.
|
||
# match_info carries source/model from the *child* session that contained
|
||
# the FTS5 hit; after _resolve_to_parent() the session_id points to the
|
||
# root, so session_meta has the authoritative platform/source for the
|
||
# session the user actually cares about (#15909).
|
||
entry = {
|
||
"session_id": session_id,
|
||
"when": _format_timestamp(
|
||
session_meta.get("started_at") or match_info.get("session_started")
|
||
),
|
||
"source": session_meta.get("source") or match_info.get("source", "unknown"),
|
||
"model": session_meta.get("model") or match_info.get("model"),
|
||
}
|
||
|
||
if result:
|
||
entry["summary"] = result
|
||
else:
|
||
# Fallback: raw preview so matched sessions aren't silently
|
||
# dropped when the summarizer is unavailable (fixes #3409).
|
||
preview = (conversation_text[:500] + "\n…[truncated]") if conversation_text else "No preview available."
|
||
entry["summary"] = f"[Raw preview — summarization unavailable]\n{preview}"
|
||
|
||
summaries.append(entry)
|
||
|
||
return json.dumps({
|
||
"success": True,
|
||
"mode": "summary",
|
||
"query": query,
|
||
"results": summaries,
|
||
"count": len(summaries),
|
||
"sessions_searched": len(seen_sessions),
|
||
}, ensure_ascii=False)
|
||
|
||
except Exception as e:
|
||
logging.error("Session search failed: %s", e, exc_info=True)
|
||
return tool_error(f"Search failed: {str(e)}", success=False)
|
||
|
||
|
||
def check_session_search_requirements() -> bool:
|
||
"""Requires SQLite state database; summary mode also needs an auxiliary model."""
|
||
try:
|
||
from hermes_state import DEFAULT_DB_PATH
|
||
return DEFAULT_DB_PATH.parent.exists()
|
||
except ImportError:
|
||
return False
|
||
|
||
|
||
SESSION_SEARCH_SCHEMA = {
|
||
"name": "session_search",
|
||
"description": (
|
||
"Search your long-term memory of past conversations, browse recent sessions, or drill "
|
||
"into a specific session. This is your recall -- every past session is searchable.\n\n"
|
||
"MODES:\n"
|
||
"1. Recent sessions (no query): Call with no arguments to see what was worked on recently. "
|
||
"Returns titles, previews, and timestamps. Zero LLM cost, instant. "
|
||
"Start here when the user asks what were we working on or what did we do recently.\n"
|
||
"2. Keyword search (with query): Search for specific topics across all past sessions. "
|
||
"Defaults to mode='summary', returning LLM-generated recaps of the matched sessions (the recall "
|
||
"you usually want). Set mode='fast' for cheap, instant FTS snippet hits when you only need to "
|
||
"discover which sessions touched a topic. The default can be overridden per-user via "
|
||
"``tools.session_search.default_mode: fast`` in ~/.hermes/config.yaml — when no mode is passed "
|
||
"explicitly, that user-configured value applies (then 'summary' as the final fallback).\n"
|
||
"3. Drill-down (mode='guided'): When a fast-mode result looks promising but you need the "
|
||
"actual conversation around it, call again with mode='guided', session_id from the result, "
|
||
"and around_message_id=match_message_id from the same result. The pair (session_id, "
|
||
"match_message_id) is always self-consistent — pass them as-is, do NOT substitute "
|
||
"parent_session_id (which is shown for display context only and won't pair with the "
|
||
"match_message_id). Returns a window of messages around the anchor (no LLM, no truncation, "
|
||
"~ms latency).\n\n"
|
||
"RECOMMENDED FLOWS:\n"
|
||
"- 'what did we decide about X?' → mode='summary' (synthesised recall)\n"
|
||
"- 'find the latest session about Y' → mode='fast' (cheap discovery)\n"
|
||
"- 'I see the fast hit but want the actual back-and-forth' → mode='guided' "
|
||
" with session_id+around_message_id from the fast hit\n\n"
|
||
"USE THIS PROACTIVELY when:\n"
|
||
"- The user says 'we did this before', 'remember when', 'last time', 'as I mentioned'\n"
|
||
"- The user asks about a topic you worked on before but don't have in current context\n"
|
||
"- The user references a project, person, or concept that seems familiar but isn't in memory\n"
|
||
"- You want to check if you've solved a similar problem before\n"
|
||
"- The user asks 'what did we do about X?' or 'how did we fix Y?'\n\n"
|
||
"Don't hesitate to search when it is actually cross-session -- summary mode is one tool call away. "
|
||
"Better to search and confirm than to guess or ask the user to repeat themselves.\n\n"
|
||
"Search syntax (modes 'fast' and 'summary'): keywords joined with OR for broad recall "
|
||
"(elevenlabs OR baseten OR funding), phrases for exact match (\"docker networking\"), "
|
||
"boolean (python NOT java), prefix (deploy*). "
|
||
"IMPORTANT: Use OR between keywords for best results — FTS5 defaults to AND which misses "
|
||
"sessions that only mention some terms. If a broad OR query returns nothing, try individual "
|
||
"keyword searches in parallel."
|
||
),
|
||
"parameters": {
|
||
"type": "object",
|
||
"properties": {
|
||
"query": {
|
||
"type": "string",
|
||
"description": "Search query (modes 'fast' and 'summary'). Keywords, phrases, or boolean expressions to find in past sessions. Omit this parameter entirely to browse recent sessions instead. Ignored when mode='guided'.",
|
||
},
|
||
"role_filter": {
|
||
"type": "string",
|
||
"description": "Optional: only search messages from specific roles (comma-separated). E.g. 'user,assistant' to skip tool outputs. Ignored when mode='guided'.",
|
||
},
|
||
"limit": {
|
||
"type": "integer",
|
||
"description": "Max sessions to return (default: 3, max: 10). Bump higher (5–10) when the user wants to be in the retrieval loop and pick the right anchor for a guided drill-down. Ignored when mode='guided' (which returns one anchored window per anchor).",
|
||
"default": 3,
|
||
},
|
||
"mode": {
|
||
"type": "string",
|
||
"enum": ["fast", "summary", "guided"],
|
||
"description": (
|
||
"summary (default) loads each matched session's transcript and runs the LLM "
|
||
"summariser to produce a focused recap — ~30s, ~3-4 KB returned per session, "
|
||
"surfaces cross-session synthesis (e.g. references to work sessions that didn't "
|
||
"themselves match FTS5). Use this when the user wants to know WHAT HAPPENED in "
|
||
"past sessions about a topic. "
|
||
"fast returns FTS5 snippets + 1-message context without any LLM call — ~10ms, "
|
||
"~1 KB per session, surfaces only what FTS5 directly matched. Use this when the "
|
||
"user only needs to discover WHICH SESSIONS touched a topic, or when you'll "
|
||
"drill into specific sessions yourself afterwards (then call again with mode='guided'). "
|
||
"guided returns a window of messages around a specific anchor in a specific session "
|
||
"— no LLM call, no truncation, ~ms latency. Requires session_id and "
|
||
"around_message_id (typically copied from a prior fast hit's match_message_id field)."
|
||
),
|
||
"default": "summary",
|
||
},
|
||
"session_id": {
|
||
"type": "string",
|
||
"description": "Single-anchor mode='guided'. The session to drill into. Copy from a prior fast-mode result. Use this OR 'anchors' (not both).",
|
||
},
|
||
"around_message_id": {
|
||
"type": "integer",
|
||
"description": "Single-anchor mode='guided'. The message id to anchor the window on. Copy from a prior fast-mode result's match_message_id field. Use this OR 'anchors' (not both).",
|
||
},
|
||
"anchors": {
|
||
"type": "array",
|
||
"description": "Multi-anchor mode='guided'. A list of {session_id, around_message_id} dicts to drill into all at once. Use this when a wider fast call returned multiple promising hits and the user (or you) wants to inspect several at the same time. Each anchor produces its own window in the response's 'windows' array.",
|
||
"items": {
|
||
"type": "object",
|
||
"properties": {
|
||
"session_id": {"type": "string"},
|
||
"around_message_id": {"type": "integer"},
|
||
},
|
||
"required": ["session_id", "around_message_id"],
|
||
},
|
||
},
|
||
"window": {
|
||
"type": "integer",
|
||
"description": "Mode='guided' only. Number of messages to return on each side of each anchor (the anchor itself is always included). Shared across all anchors in a multi-anchor call. Clamped to [1, 20]. Default 5.",
|
||
"default": 5,
|
||
},
|
||
},
|
||
"required": [],
|
||
},
|
||
}
|
||
|
||
|
||
# --- Registry ---
|
||
from tools.registry import registry, tool_error
|
||
|
||
registry.register(
|
||
name="session_search",
|
||
toolset="session_search",
|
||
schema=SESSION_SEARCH_SCHEMA,
|
||
handler=lambda args, **kw: session_search(
|
||
query=args.get("query") or "",
|
||
role_filter=args.get("role_filter"),
|
||
limit=args.get("limit", 3),
|
||
mode=args.get("mode", "summary"),
|
||
session_id=args.get("session_id"),
|
||
around_message_id=args.get("around_message_id"),
|
||
window=args.get("window", 5),
|
||
anchors=args.get("anchors"),
|
||
db=kw.get("db"),
|
||
current_session_id=kw.get("current_session_id")),
|
||
check_fn=check_session_search_requirements,
|
||
emoji="🔍",
|
||
)
|