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import json
import logging
import uuid
from datetime import datetime, timedelta, timezone
from pydantic import BaseModel
from dataclasses import dataclass
from enum import Enum
from core.models import AgentRegistry, AgentStatus, ChatMessage
from core.lancedb_handler import LanceDBHandler, get_lancedb_handler
from core.database import SessionLocal
logger = logging.getLogger(__name__)
class DetailLevel(str, Enum):
"""Detail level for episode recall - controls token usage"""
SUMMARY = "summary" # ~50 tokens: canvas type + summary + has_errors
STANDARD = "standard" # ~200 tokens: summary + visual_elements + data
FULL = "full" # ~500 tokens: standard + full_state + audit_trail
class AgentExperience(BaseModel):
"""
Represents a unit of experience/learning for an agent.
"""
id: str
agent_id: str
task_type: str # e.g. "reconciliation", "outreach"
input_summary: str # "Reconcile SKU-123"
outcome: str # "Success", "Failure"
learnings: str # "Mismatch due to timing difference"
confidence_score: float = 0.5 # 0.0 to 1.0 (How confident are we this was a good run?)
feedback_score: Optional[float] = None # -1.0 to 1.0 (Human feedback)
artifacts: Optional[List[str]] = None
# TRACE Framework Metrics (Phase 6.6)
step_efficiency: float = 1.0 # (Steps Taken / Expected Steps) - lower is better
metadata_trace: Dict[str, Any] = {} # Detailed execution trace, plan adherence, etc.
# Context for Scoping
agent_role: str # e.g. "Finance", "Operations"
specialty: Optional[str] = None
timestamp: datetime
class BusinessFact(BaseModel):
"""
Represents a verified piece of business knowledge with citations.
Distinct from experiential learning. Use for "Trusted Memory".
"""
id: str
fact: str # "Invoices > $500 need VP approval"
citations: List[str] # ["policy.pdf:p4", "src/approvals.ts:L20"]
reason: str # Context/Why this is important
source_agent_id: str
created_at: datetime
last_verified: datetime
verification_status: str = "unverified" # unverified, verified, outdated
metadata: Dict[str, Any] = {}
class WorldModelService:
def __init__(self, workspace_id: Optional[str] = None):
self.db = get_lancedb_handler(workspace_id)
self.table_name = "agent_experience"
self.facts_table_name = "business_facts"
self._ensure_tables()
def _ensure_tables(self):
"""Ensure the experience and facts tables exist"""
if self.db.db is None:
return
if self.table_name not in self.db.db.table_names():
# We use the generic document schema but will enforce structure in metadata
self.db.create_table(self.table_name)
logger.info(f"Created agent_experience table: {self.table_name}")
if self.facts_table_name not in self.db.db.table_names():
self.db.create_table(self.facts_table_name)
logger.info(f"Created business_facts table: {self.facts_table_name}")
async def record_experience(self, experience: AgentExperience) -> bool:
"""
Save an agent's experience to the World Model.
"""
# Convert to text for embedding
# We bury the "meaning" in the text field so vector search finds semantic matches
text_representation = (
f"Task: {experience.task_type}\n"
f"Input: {experience.input_summary}\n"
f"Outcome: {experience.outcome}\n"
f"Learnings: {experience.learnings}"
)
metadata = {
"agent_id": experience.agent_id,
"task_type": experience.task_type,
"outcome": experience.outcome,
"agent_role": experience.agent_role,
"specialty": experience.specialty,
"artifacts": experience.artifacts if experience.artifacts is not None else [],
"confidence_score": experience.confidence_score,
"feedback_score": experience.feedback_score,
"step_efficiency": experience.step_efficiency,
"trace": experience.metadata_trace,
"type": "experience"
}
return self.db.add_document(
table_name=self.table_name,
text=text_representation,
source=f"agent_{experience.agent_id}",
metadata=metadata,
user_id="agent_system", # System owned
extract_knowledge=False # Don't re-ingest as generic knowledge
)
async def record_formula_usage(
self,
agent_id: str,
agent_role: str,
formula_id: str,
formula_name: str,
task_description: str,
inputs: Dict[str, Any],
result: Any,
success: bool,
learnings: str = ""
) -> bool:
"""
Record a formula usage as part of agent learning.
This allows agents to learn which formulas work best for specific tasks!
Over time, successful formula applications improve recall ranking.
Args:
agent_id: The agent that used the formula
agent_role: The agent's category (e.g., "Finance")
formula_id: ID of the formula used
formula_name: Human-readable formula name
task_description: What task the agent was performing
inputs: The input values used
result: The calculated result
success: Whether the calculation met expectations
learnings: Optional notes about what was learned
"""
text_representation = (
f"Task: formula_application\n"
f"Input: Applied '{formula_name}' for {task_description}\n"
f"Outcome: {'Success' if success else 'Failure'}\n"
f"Learnings: {learnings or f'Formula {formula_name} used with inputs {inputs}'}"
)
metadata = {
"agent_id": agent_id,
"task_type": "formula_application",
"outcome": "Success" if success else "Failure",
"agent_role": agent_role,
"specialty": "formulas",
"artifacts": [formula_id],
"type": "experience",
# Formula-specific metadata
"formula_id": formula_id,
"formula_name": formula_name,
"formula_inputs": json.dumps(inputs) if inputs else "{}",
"formula_result": str(result)
}
logger.info(f"Recording formula usage: {formula_name} by agent {agent_id} - {'Success' if success else 'Failure'}")
return self.db.add_document(
table_name=self.table_name,
text=text_representation,
source=f"agent_{agent_id}",
metadata=metadata,
user_id="agent_system",
extract_knowledge=False
)
async def update_experience_feedback(
self,
experience_id: str,
feedback_score: float,
feedback_notes: str = ""
) -> bool:
"""
Update an experience with human feedback.
This is crucial for learning from corrections and avoiding repeated mistakes.
Args:
experience_id: ID of the experience to update
feedback_score: -1.0 (bad) to 1.0 (excellent)
feedback_notes: Optional notes explaining the feedback
"""
try:
# Update the experience in LanceDB
# Since LanceDB doesn't support direct updates, we search and re-add
results = self.db.search(
table_name=self.table_name,
query="", # Empty query to get by ID
limit=100
)
for res in results:
if res.get("id") == experience_id:
meta = res.get("metadata", {})
# Update confidence based on feedback
old_confidence = meta.get("confidence_score", 0.5)
# Blend feedback into confidence (feedback has 40% weight)
new_confidence = old_confidence * 0.6 + (feedback_score + 1.0) / 2.0 * 0.4
meta["confidence_score"] = new_confidence
meta["feedback_score"] = feedback_score
meta["feedback_notes"] = feedback_notes
meta["feedback_at"] = datetime.now(timezone.utc).isoformat()
# Re-add with updated metadata (LanceDB append-only)
enhanced_text = res["text"] + f"\nFeedback: {feedback_notes}" if feedback_notes else res["text"]
self.db.add_document(
table_name=self.table_name,
text=enhanced_text,
source=res.get("source", "system"),
metadata=meta,
user_id="feedback_system"
)
logger.info(f"Updated experience {experience_id} with feedback {feedback_score}")
return True
logger.warning(f"Experience {experience_id} not found for feedback update")
return False
except Exception as e:
logger.error(f"Failed to update experience feedback: {e}")
return False
async def boost_experience_confidence(
self,
experience_id: str,
boost_amount: float = 0.1
) -> bool:
"""
Boost confidence when an experience leads to successful outcomes.
Called when an agent successfully reuses a past experience pattern.
"""
# This is a lighter-weight update than full feedback
# In production, this would use a proper update mechanism
logger.info(f"Boosting experience {experience_id} confidence by {boost_amount}")
return True # Placeholder - would implement with proper DB update
async def get_experience_statistics(
self,
agent_id: Optional[str] = None,
agent_role: Optional[str] = None
) -> Dict[str, Any]:
"""
Get statistics about agent experiences for monitoring learning health.
"""
try:
results = self.db.search(
table_name=self.table_name,
query="experience",
limit=1000
)
total = 0
successes = 0
failures = 0
avg_confidence = 0.0
feedback_count = 0
for res in results:
meta = res.get("metadata", {})
# Filter by agent if specified
if agent_id and meta.get("agent_id") != agent_id:
continue
if agent_role and meta.get("agent_role", "").lower() != agent_role.lower():
continue
total += 1
outcome = meta.get("outcome", "").lower()
if outcome == "success":
successes += 1
elif outcome in ["failed", "failure"]:
failures += 1
avg_confidence += meta.get("confidence_score", 0.5)
if meta.get("feedback_score") is not None:
feedback_count += 1
return {
"total_experiences": total,
"successes": successes,
"failures": failures,
"success_rate": successes / total if total > 0 else 0,
"avg_confidence": avg_confidence / total if total > 0 else 0.5,
"feedback_coverage": feedback_count / total if total > 0 else 0,
"agent_id": agent_id,
"agent_role": agent_role
}
except Exception as e:
logger.error(f"Failed to get experience statistics: {e}")
return {"error": str(e)}
async def record_business_fact(self, fact: BusinessFact) -> bool:
"""
Save a business fact with citations to the World Model.
"""
text_representation = (
f"Fact: {fact.fact}\n"
f"Citations: {', '.join(fact.citations)}\n"
f"Reason: {fact.reason}\n"
f"Status: {fact.verification_status}"
)
metadata = {
"id": fact.id,
"fact": fact.fact,
"citations": fact.citations,
"reason": fact.reason,
"source_agent_id": fact.source_agent_id,
"created_at": fact.created_at.isoformat(),
"last_verified": fact.last_verified.isoformat(),
"verification_status": fact.verification_status,
"type": "business_fact",
**fact.metadata
}
return self.db.add_document(
table_name=self.facts_table_name,
text=text_representation,
source=f"fact_agent_{fact.source_agent_id}",
metadata=metadata,
user_id="fact_system",
extract_knowledge=False
)
async def update_fact_verification(self, fact_id: str, status: str) -> bool:
"""Update the verification status of a business fact"""
try:
results = self.db.search(
table_name=self.facts_table_name,
query="",
limit=100
)
for res in results:
if res.get("metadata", {}).get("id") == fact_id:
meta = res.get("metadata", {})
meta["verification_status"] = status
meta["last_verified"] = datetime.now(timezone.utc).isoformat()
new_text = res["text"].replace(f"Status: {meta.get('verification_status')}", f"Status: {status}")
self.db.add_document(
table_name=self.facts_table_name,
text=new_text,
source=res.get("source"),
metadata=meta,
user_id="fact_system"
)
logger.info(f"Updated fact {fact_id} status to {status}")
return True
return False
except Exception as e:
logger.error(f"Failed to update fact verification: {e}")
return False
async def get_relevant_business_facts(self, query: str, limit: int = 5) -> List[BusinessFact]:
"""Search for verifiable business facts related to the task"""
try:
results = self.db.search(
table_name=self.facts_table_name,
query=query,
limit=limit
)
facts = []
for res in results:
meta = res.get("metadata", {})
facts.append(BusinessFact(
id=meta.get("id"),
fact=meta.get("fact"),
citations=meta.get("citations", []),
reason=meta.get("reason"),
source_agent_id=meta.get("source_agent_id"),
created_at=datetime.fromisoformat(meta.get("created_at")),
last_verified=datetime.fromisoformat(meta.get("last_verified")),
verification_status=meta.get("verification_status", "unverified"),
metadata=meta
))
return facts
except Exception as e:
logger.warning(f"Failed to retrieve business facts: {e}")
return []
async def get_business_fact(self, fact_id: str) -> Optional[BusinessFact]:
"""Retrieve a specific business fact by ID"""
try:
# Direct table access for efficiency
table = self.db.get_table(self.facts_table_name)
if not table:
return None
# Use LanceDB filtering
results = table.search().where(f"id == '{fact_id}'").limit(1).to_pandas()
if results.empty:
return None
row = results.iloc[0]
# Parse metadata
meta = json.loads(row['metadata']) if (isinstance(row['metadata'], str) and row['metadata']) else {}
# Construct BusinessFact
return BusinessFact(
id=row['id'],
fact=meta.get("fact", row['text'].split('\n')[0].replace("Fact: ", "")),
citations=meta.get("citations", []),
reason=meta.get("reason"),
source_agent_id=meta.get("source_agent_id"),
created_at=datetime.fromisoformat(meta.get("created_at")),
last_verified=datetime.fromisoformat(meta.get("last_verified")) if meta.get("last_verified") else datetime.now(timezone.utc),
verification_status=meta.get("verification_status", "unverified"),
metadata=meta
)
except Exception as e:
logger.error(f"Failed to get business fact {fact_id}: {e}")
return None
async def bulk_record_facts(self, facts: List[BusinessFact]) -> int:
"""
Store multiple extracted facts at once.
Args:
facts: List of BusinessFact objects to store
Returns:
Number of successfully stored facts
"""
success_count = 0
for fact in facts:
try:
if await self.record_business_fact(fact):
success_count += 1
except Exception as e:
logger.error(f"Failed to store fact '{fact.fact[:50]}...': {e}")
logger.info(f"Bulk stored {success_count}/{len(facts)} facts")
return success_count
async def list_all_facts(
self,
status: str = None,
domain: str = None,
limit: int = 100
) -> List[BusinessFact]:
"""
List all business facts for the workspace.
Args:
status: Optional filter by verification_status
domain: Optional filter by domain
limit: Maximum facts to return
Returns:
List of BusinessFact objects
"""
try:
# Search with empty query to get all facts
results = self.db.search(
table_name=self.facts_table_name,
query="",
limit=limit * 2 # Fetch extra for filtering
)
facts = []
for res in results:
meta = res.get("metadata", {})
# Apply filters
if status and meta.get("verification_status") != status:
continue
if domain and meta.get("domain") != domain:
continue
try:
fact = BusinessFact(
id=meta.get("id"),
fact=meta.get("fact"),
citations=meta.get("citations", []),
reason=meta.get("reason", ""),
source_agent_id=meta.get("source_agent_id", "system"),
created_at=datetime.fromisoformat(meta.get("created_at")) if meta.get("created_at") else datetime.now(timezone.utc),
last_verified=datetime.fromisoformat(meta.get("last_verified")) if meta.get("last_verified") else datetime.now(timezone.utc),
verification_status=meta.get("verification_status", "unverified"),
metadata={"domain": meta.get("domain", "general")}
)
facts.append(fact)
except Exception as e:
logger.warning(f"Failed to parse fact: {e}")
if len(facts) >= limit:
break
return facts
except Exception as e:
logger.error(f"Failed to list facts: {e}")
return []
async def get_fact_by_id(self, fact_id: str) -> BusinessFact | None:
"""Get a specific fact by ID"""
try:
results = self.db.search(
table_name=self.facts_table_name,
query="",
limit=200
)
for res in results:
meta = res.get("metadata", {})
if meta.get("id") == fact_id:
return BusinessFact(
id=meta.get("id"),
fact=meta.get("fact"),
citations=meta.get("citations", []),
reason=meta.get("reason", ""),
source_agent_id=meta.get("source_agent_id", "system"),
created_at=datetime.fromisoformat(meta.get("created_at")) if meta.get("created_at") else datetime.now(timezone.utc),
last_verified=datetime.fromisoformat(meta.get("last_verified")) if meta.get("last_verified") else datetime.now(timezone.utc),
verification_status=meta.get("verification_status", "unverified"),
metadata={"domain": meta.get("domain", "general")}
)
return None
except Exception as e:
logger.error(f"Failed to get fact {fact_id}: {e}")
return None
async def delete_fact(self, fact_id: str) -> bool:
"""
Soft delete a fact by marking it as 'deleted'.
LanceDB is append-only, so we mark rather than remove.
"""
return await self.update_fact_verification(fact_id, "deleted")
async def recall_integration_experiences(
self,
agent_role: str,
connector_id: str,
operation_name: str,
limit: int = 5
) -> List[AgentExperience]:
"""
Recall past integration execution experiences for learning.
Args:
agent_role: Agent category/role
connector_id: Integration connector
operation_name: Operation to recall
limit: Max experiences to return
Returns:
List of similar integration experiences
"""
if self.db.db is None:
return []
task_type = f"integration_{connector_id}_{operation_name}"
# Semantic search for similar experiences
results = self.db.search(
table_name=self.table_name,
query_text=f"Integration {connector_id} {operation_name}",
limit=limit,
where={
"task_type": task_type,
"agent_role": agent_role
}
)
experiences = []
for result in results:
try:
exp = AgentExperience(
id=result.get("id", str(uuid.uuid4())),
agent_id=result.get("metadata", {}).get("agent_id", ""),
task_type=result.get("metadata", {}).get("task_type", task_type),
input_summary=result.get("text", "").split("\n")[1] if "\n" in result.get("text", "") else "",
outcome=result.get("metadata", {}).get("outcome", "Unknown"),
learnings=result.get("text", "").split("Learnings:")[-1] if "Learnings:" in result.get("text", "") else "",
confidence_score=result.get("metadata", {}).get("confidence_score", 0.5),
agent_role=agent_role,
specialty=result.get("metadata", {}).get("specialty"),
timestamp=datetime.fromisoformat(result.get("created_at", datetime.now(timezone.utc).isoformat()))
)
experiences.append(exp)
except Exception as e:
logger.warning(f"Failed to parse experience: {e}")
logger.info(
f"Recalled {len(experiences)} integration experiences for "
f"{agent_role} on {connector_id}.{operation_name}"
)
return experiences
async def archive_session_to_cold_storage(self, conversation_id: str) -> bool:
"""
Archive a completed conversation session from Postgres (Hot) to LanceDB (Cold).
This keeps Postgres small and fast while preserving long-term memory on S3.
"""
try:
db = SessionLocal()
messages = db.query(ChatMessage).filter(
ChatMessage.conversation_id == conversation_id,
ChatMessage.tenant_id == self.db.workspace_id
).order_by(ChatMessage.created_at.asc()).all()
if not messages:
db.close()
return False
# Combine session history into a single archival document
session_text = "\n".join([f"{m.role}: {m.content}" for m in messages])
metadata = {
"conversation_id": conversation_id,
"msg_count": len(messages),
"type": "archived_session",
"archived_at": datetime.now(timezone.utc).isoformat()
}
# Save to LanceDB (Cold Storage)
success = self.db.add_document(
table_name="archived_memories",
text=session_text,
source=f"session:{conversation_id}",
metadata=metadata,
user_id="system_archiver"
)
if success:
# Soft delete: mark as archived in metadata instead of hard delete
# This allows recovery if needed and provides audit trail
try:
for msg in messages:
# Update metadata to mark as archived
msg.metadata_json = msg.metadata_json or {}
msg.metadata_json["_archived"] = True
msg.metadata_json["_archived_at"] = datetime.now(timezone.utc).isoformat()
msg.metadata_json["_archived_to_lancedb"] = True
db.commit()
logger.info(f"Successfully archived session {conversation_id} to Cold Storage (soft delete)")
# ACU Billing Integration
try:
from core.acu_billing_service import ACUBillingService
billing_service = ACUBillingService(db)
billing_service.record_system_consumption(
tenant_id=self.db.workspace_id,
acu_amount=2.0, # 2 ACUs for session archival
task_name=f"archive-session-{conversation_id}"
)
except Exception as billing_err:
logger.warning(f"Failed to record ACU consumption for session archival: {billing_err}")
except Exception as commit_err:
logger.error(f"Failed to mark session as archived: {commit_err}")
db.rollback()
db.close()
return success
except Exception as e:
logger.error(f"Failed to archive session {conversation_id}: {e}")
return False
async def archive_session_to_cold_storage_with_cleanup(
self,
conversation_id: str,
retention_days: int = 30,
verify_before_delete: bool = True
) -> dict:
"""
Archive a session to LanceDB and optionally hard delete from PostgreSQL after retention period.
This is a safer alternative that:
1. Verifies archival success before deletion
2. Implements soft delete with retention period
3. Creates audit trail for deleted records
4. Allows rollback within retention period
Args:
conversation_id: Session ID to archive
retention_days: Days to keep soft-deleted records before hard delete
verify_before_delete: Verify LanceDB archival before PostgreSQL deletion
Returns:
Dictionary with status, audit_id, and details
"""
audit_id = f"audit_{datetime.now(timezone.utc).strftime('%Y%m%d_%H%M%S')}_{conversation_id[:8]}"
result = {
"audit_id": audit_id,
"conversation_id": conversation_id,
"status": "failed",
"archived": False,
"soft_deleted": False,
"hard_deleted": False,
"error": None
}
db = SessionLocal()
try:
# Step 1: Archive to LanceDB
logger.info(f"[{audit_id}] Starting archival with cleanup for session {conversation_id}")
messages = db.query(ChatMessage).filter(
ChatMessage.conversation_id == conversation_id,
ChatMessage.tenant_id == self.db.workspace_id
).order_by(ChatMessage.created_at.asc()).all()
if not messages:
result["error"] = "No messages found"
return result
# Combine session history
session_text = "\n".join([f"{m.role}: {m.content}" for m in messages])
metadata = {
"conversation_id": conversation_id,
"msg_count": len(messages),
"type": "archived_session",
"archived_at": datetime.now(timezone.utc).isoformat(),
"audit_id": audit_id,
"retention_days": retention_days
}
# Save to LanceDB
lancedb_success = self.db.add_document(
table_name="archived_memories",
text=session_text,
source=f"session:{conversation_id}",
metadata=metadata,
user_id="system_archiver"
)
if not lancedb_success:
result["error"] = "Failed to archive to LanceDB"
return result
result["archived"] = True
logger.info(f"[{audit_id}] ✓ Archived to LanceDB")
# Step 2: Verify archival (if requested)
if verify_before_delete:
# Search for the archived document
verification_results = self.db.search(
table_name="archived_memories",
query=f"conversation_id:{conversation_id}",
limit=1
)
if not verification_results:
result["error"] = "Verification failed: document not found in LanceDB"
return result
logger.info(f"[{audit_id}] ✓ Verified archival in LanceDB")
# Step 3: Soft delete (mark with metadata)
for msg in messages:
msg.metadata_json = msg.metadata_json or {}
msg.metadata_json.update({
"_archived": True,
"_archived_at": datetime.now(timezone.utc).isoformat(),
"_archived_to_lancedb": True,
"_audit_id": audit_id,
"_retention_until": (datetime.now(timezone.utc) + timedelta(days=retention_days)).isoformat()
})
db.commit()
result["soft_deleted"] = True
logger.info(f"[{audit_id}] ✓ Soft deleted {len(messages)} messages")
# Step 4: Schedule hard delete after retention period
# (This would be handled by the memory consolidation service)
result["status"] = "success"
result["scheduled_for_hard_delete"] = (datetime.now(timezone.utc) + timedelta(days=retention_days)).isoformat()
logger.info(f"[{audit_id}] ✓ Archival complete. Hard delete scheduled for {result['scheduled_for_hard_delete']}")
return result
except Exception as e:
logger.error(f"[{audit_id}] Failed: {e}")
result["error"] = str(e)
db.rollback()
return result
finally:
db.close()
async def recover_archived_session(self, conversation_id: str) -> dict:
"""
Recover a soft-deleted session from archival status.
Removes the archived flags and restores the messages to active state.
Args:
conversation_id: Session ID to recover
Returns:
Dictionary with recovery status
"""
result = {
"conversation_id": conversation_id,
"status": "failed",
"recovered_count": 0,
"error": None
}
db = SessionLocal()
try:
messages = db.query(ChatMessage).filter(
ChatMessage.conversation_id == conversation_id,
ChatMessage.tenant_id == self.db.workspace_id,
ChatMessage.metadata_json.is_not(None),
ChatMessage.metadata_json.has_key('_archived')
).all()
if not messages:
result["error"] = "No archived messages found"
return result
# Remove archival flags
for msg in messages:
# Keep audit trail but remove archived status
msg.metadata_json["_recovered"] = True
msg.metadata_json["_recovered_at"] = datetime.now(timezone.utc).isoformat()
# Remove the _archived flag
msg.metadata_json.pop("_archived", None)
db.commit()
result["status"] = "success"
result["recovered_count"] = len(messages)
logger.info(f"Recovered {len(messages)} messages from session {conversation_id}")
return result
except Exception as e:
logger.error(f"Failed to recover session {conversation_id}: {e}")
result["error"] = str(e)
db.rollback()
return result
finally:
db.close()
async def hard_delete_archived_sessions(self, older_than_days: int = 30) -> dict:
"""
Permanently delete sessions that have been soft-deleted for longer than the retention period.
This should be called by the memory consolidation service.
WARNING: This operation is irreversible! Only use after retention period expires.
Args:
older_than_days: Delete sessions archived more than this many days ago
Returns:
Dictionary with deletion statistics
"""
result = {
"status": "failed",
"deleted_count": 0,
"error": None
}
db = SessionLocal()
try:
cutoff_date = datetime.now(timezone.utc) - timedelta(days=older_than_days)
# Find messages that have been archived and are past retention
messages_to_delete = db.query(ChatMessage).filter(
ChatMessage.tenant_id == self.db.workspace_id,
ChatMessage.metadata_json.is_not(None),
ChatMessage.metadata_json.has_key('_archived'),
ChatMessage.metadata_json['_archived'].astext == 'true'
).all()
# Filter by retention date in metadata
messages_past_retention = []
for msg in messages_to_delete:
retention_until = msg.metadata_json.get('_retention_until')
if retention_until:
retention_date = datetime.fromisoformat(retention_until)
if retention_date < datetime.now(timezone.utc):
messages_past_retention.append(msg)
elif msg.created_at < cutoff_date:
# Fallback: use created_at if retention_until not set
messages_past_retention.append(msg)
if not messages_past_retention:
result["status"] = "success"
result["deleted_count"] = 0
return result
# Group by conversation_id for logging
conv_ids = set(m.conversation_id for m in messages_past_retention)
# Perform hard delete
for msg in messages_past_retention:
db.delete(msg)
db.commit()
result["status"] = "success"
result["deleted_count"] = len(messages_past_retention)
logger.info(f"Hard deleted {len(messages_past_retention)} messages from {len(conv_ids)} sessions")
return result
except Exception as e:
logger.error(f"Failed to hard delete archived sessions: {e}")
result["error"] = str(e)
db.rollback()
return result
finally:
db.close()
async def recall_experiences(
self,
agent: AgentRegistry,
current_task_description: str,
limit: int = 5
) -> Dict[str, List[Any]]:
"""
Retrieve relevant past experiences AND general knowledge.
Returns:
{
"experiences": List[AgentExperience], # Scoped to role
"knowledge": List[Dict] # General knowledge (unscoped or broad scope)
}
"""
# 1. Search semantic matches for the current task in Experience Table
exp_results = self.db.search(
table_name=self.table_name,
query=current_task_description,
limit=limit * 3
)
valid_experiences = []
agent_category = agent.category.lower() if agent.category else "general"
for res in exp_results:
meta = res.get("metadata", {})
memory_role = meta.get("agent_role", "").lower()
creator_id = meta.get("agent_id")
# Scoped Access Logic for Experiences
is_creator = (creator_id == agent.id)
is_role_match = (memory_role == agent_category)
if is_creator or is_role_match:
# Basic Robustness: Only use experiences that were successful or have high confidence
# This prevents "learning from mistakes" in a way that repeats them,
# though negative examples can be useful if handled explicitly.
# For now, we prioritize success.
outcome = meta.get("outcome", "unknown")
confidence = meta.get("confidence_score", 0.5)
# Simple filter: Ignore failures unless explicit negative feedback loop is implemented
if outcome == "failed" and confidence < 0.8:
continue
valid_experiences.append(AgentExperience(
id=res["id"],
agent_id=creator_id or "unknown",
task_type=meta.get("task_type", "unknown"),
input_summary=res["text"].split("\n")[1].replace("Input: ", "") if "Input: " in res["text"] else "",
outcome=outcome,
learnings=res["text"].split("Learnings: ")[-1] if "Learnings: " in res["text"] else "",
confidence_score=confidence,
feedback_score=meta.get("feedback_score"),
artifacts=meta.get("artifacts", []),
agent_role=meta.get("agent_role", ""),
specialty=meta.get("specialty"),
timestamp=datetime.fromisoformat(res["created_at"])
))
# Sort by confidence score descending
valid_experiences.sort(key=lambda x: x.confidence_score, reverse=True)
valid_experiences = valid_experiences[:limit]
# 2. Search General Knowledge (Documents & Knowledge Graph)
# This is "Atom's memory" created from ingestion
knowledge_results = self.db.search(
table_name="documents", # Assuming generic docs are here
query=current_task_description,
limit=limit,
user_id=None # No user filter for general knowledge (or use system user)
)
# Also query Knowledge Graph if relationships are relevant
graph_context = ""
try:
from core.graphrag_engine import graphrag_engine
graph_context = graphrag_engine.get_context_for_ai(self.db.workspace_id, current_task_description)
except Exception as ge:
logger.warning(f"GraphRAG recall failed: {ge}")
# 3. Search Formulas (Phase 30: Intelligent Formula Storage)
# Include relevant formulas from Atom's formula memory
formula_results = []
try:
from core.formula_memory import get_formula_manager
formula_manager = get_formula_manager(self.db.workspace_id if hasattr(self.db, 'workspace_id') else "default")
# Search for formulas relevant to the current task
formulas = formula_manager.search_formulas(
query=current_task_description,
domain=agent_category if agent_category != "general" else None,
limit=limit
)
formula_results = [
{
"id": f.get("id"),
"name": f.get("name"),
"expression": f.get("expression"),
"domain": f.get("domain"),
"use_case": f.get("use_case"),
"parameters": f.get("parameters", []),
"type": "formula"
}
for f in formulas
]
logger.info(f"Found {len(formula_results)} relevant formulas for agent task")
# Hot Fallback: If no semantic matches, get recently updated formulas for this domain
if len(formula_results) < limit:
try:
from core.models import Formula
db = SessionLocal()
hot_formulas = db.query(Formula).filter(
Formula.tenant_id == self.db.workspace_id,
Formula.domain == (agent_category if agent_category != "general" else Formula.domain)
).order_by(Formula.updated_at.desc()).limit(limit - len(formula_results)).all()
for f in hot_formulas:
# Avoid duplicates
if not any(fr["id"] == f.id for fr in formula_results):
formula_results.append({
"id": f.id,
"name": f.name,
"expression": f.expression,
"domain": f.domain,
"description": f.description,
"parameters": f.parameters,
"type": "formula_hot"
})
db.close()
except Exception as he:
logger.warning(f"Hot formula fallback failed: {he}")
except Exception as fe:
logger.warning(f"Formula recall failed: {fe}")
# 4. Search Conversations (Postgres Persistence)
conversation_results = []
try:
db = SessionLocal()
# Get latest 5 messages for this tenant/agent context (generic)
# In a real scenario, we might want to filter by keywords or session_id
messages = db.query(ChatMessage).filter(
ChatMessage.tenant_id == self.db.workspace_id
).order_by(ChatMessage.created_at.desc()).limit(limit).all()
conversation_results = [
{
"role": m.role,
"content": m.content,
"created_at": m.created_at.isoformat()
}
for m in messages
]
db.close()
logger.info(f"Retrieved {len(conversation_results)} recent conversation messages")
except Exception as ce:
logger.warning(f"Conversation recall failed: {ce}")
# 5. Search Business Facts (Trusted Memory)
business_facts = await self.get_relevant_business_facts(current_task_description, limit=limit)
# 6. Search Episodes (NEW)
episodes_result = []
try:
from core.episode_retrieval_service import EpisodeRetrievalService
db = SessionLocal()
try:
episode_service = EpisodeRetrievalService(db)
episodes_response = await episode_service.retrieve_contextual(
agent_id=agent.id,
current_task=current_task_description,
limit=limit
)
episodes_result = episodes_response.get("episodes", [])
# Enrich results with full context if not already enriched by service
# The service already handles basic serialization, but we can add full context here
# to match the Upstream "ALWAYS fetch" pattern if needed,
# though retrieve_contextual in our service already returns serialized episodes.
finally:
db.close()
except Exception as ee:
logger.warning(f"Episode recall failed: {ee}")
return {
"experiences": valid_experiences,
"knowledge": knowledge_results,
"knowledge_graph": graph_context,
"formulas": formula_results,
"conversations": conversation_results,
"business_facts": business_facts,
"episodes": episodes_result
}
# ============================================================================
# Episodic Memory Integration (Phase: Episodic Memory & Graduation)
# ============================================================================
async def record_episode(
self,
episode_id: str,
agent_id: str,
tenant_id: str,
task_description: str,
outcome: str,
learnings: str,
agent_role: str,
maturity_at_time: str,
constitutional_score: float = 1.0,
human_intervention_count: int = 0,
confidence_score: float = 0.5,
metadata: Dict[str, Any] = None
) -> bool:
"""
Record an episode to LanceDB for long-term retention and semantic search.
This wraps the episodic memory system for integration with the World Model.
Episodes stored in LanceDB are actively queried during agent execution
for context retrieval based on task similarity.
Dual Storage:
- PostgreSQL (hot): Recent episodes for graduation readiness queries
- LanceDB (active): Full history for semantic search during execution
Args:
episode_id: ID of the episode
agent_id: ID of the agent
tenant_id: ID of the tenant
task_description: Description of the task
outcome: Episode outcome (success/failure/partial)
learnings: Key insights from this episode
agent_role: Agent's role/category
maturity_at_time: Maturity level when episode occurred
constitutional_score: Constitutional compliance score
human_intervention_count: Number of human interventions
confidence_score: Agent's confidence score
metadata: Additional episode metadata
Returns:
True if recorded successfully
"""
text_representation = (
f"Episode: {task_description}\n"
f"Outcome: {outcome}\n"
f"Learnings: {learnings}\n"
f"Maturity: {maturity_at_time}\n"
f"Constitutional Score: {constitutional_score:.2f}\n"
f"Interventions: {human_intervention_count}"
)
episode_metadata = {
"episode_id": episode_id,
"agent_id": agent_id,
"tenant_id": tenant_id,
"task_type": "episode",
"outcome": outcome,
"agent_role": agent_role,
"maturity_at_time": maturity_at_time,
"constitutional_score": constitutional_score,
"human_intervention_count": human_intervention_count,
"confidence_score": confidence_score,
"type": "episode",
**(metadata or {})
}
return self.db.add_document(
table_name="agent_episodes", # Separate table for episodes
text=text_representation,
source=f"episode_{agent_id}",
metadata=episode_metadata,
user_id="episode_system",
extract_knowledge=False
)
async def sync_episode_to_lancedb(
self,
episode_id: str,
agent_id: str,
tenant_id: str,
task_description: str,
outcome: str,
learnings: str,
agent_role: str,
maturity_at_time: str,
constitutional_score: float = 1.0,
human_intervention_count: int = 0,
confidence_score: float = 0.5,
metadata: Dict[str, Any] = None
) -> bool:
"""
Sync an episode from PostgreSQL to LanceDB for long-term retention and semantic search.
"""
return await self.record_episode(
episode_id=episode_id,
agent_id=agent_id,
tenant_id=tenant_id,
task_description=task_description,
outcome=outcome,
learnings=learnings,
agent_role=agent_role,
maturity_at_time=maturity_at_time,
constitutional_score=constitutional_score,
human_intervention_count=human_intervention_count,
confidence_score=confidence_score,
metadata=metadata
)
async def recall_episodes(
self,
task_description: str,
agent_role: str,
agent_id: Optional[str] = None,
canvas_id: Optional[str] = None,
min_feedback_score: Optional[float] = None,
limit: int = 5
) -> List[Dict[str, Any]]:
"""
Recall relevant episodes based on task similarity and optional canvas/feedback filtering.
NEW: Canvas-aware retrieval boosts episodes from the same canvas by +0.3
and slightly penalizes episodes from different canvases (-0.05).
NEW: Feedback-aware retrieval boosts episodes with positive feedback (+0.2)
and penalizes episodes with negative feedback (-0.3). Optional min_feedback_score
parameter filters out episodes below threshold.
Agents use this during execution to retrieve relevant past experiences
from LanceDB. This provides context-aware memory retrieval.
Args:
task_description: Current task description
agent_role: Agent's role/category for filtering
agent_id: Optional agent ID for more specific recall
canvas_id: Optional canvas ID for context-aware boosting.
Episodes from the same canvas receive relevance boost.
min_feedback_score: Optional minimum feedback score (-1.0 to 1.0).
Only episodes with feedback_score >= this value are returned.
limit: Maximum number of episodes to return
Returns:
List of relevant episodes with enhanced scoring (final_score, canvas_boost, feedback_boost).
"""
try:
# Build query with agent role and task description
query = f"{agent_role} {task_description}"
results = self.db.search(
table_name="agent_episodes",
query=query,
limit=limit * 2 # Get more results for filtering
)
# Filter by agent role and optionally by agent_id
scored_episodes = []
for res in results:
meta = res.get("metadata", {})
# Filter by agent role
if meta.get("agent_role") != agent_role:
continue
# Filter by agent_id if specified
if agent_id and meta.get("agent_id") != agent_id:
continue
# Only include episode types
if meta.get("type") != "episode":
continue
# Calculate canvas boost (NEW: Canvas-Aware Retrieval)
base_score = res.get("_score", 0.5)
canvas_boost = 0.0
feedback_boost = 0.0
if canvas_id:
episode_canvas_id = meta.get("canvas_id")
if episode_canvas_id:
if episode_canvas_id == canvas_id:
canvas_boost = 0.3 # Same canvas: strong boost
logger.debug(f"Boosting episode from same canvas {canvas_id}")
else:
canvas_boost = -0.05 # Different canvas: small penalty
# Calculate feedback boost (NEW: Feedback-Aware Retrieval)
feedback_score = meta.get("feedback_score")
if feedback_score is not None:
if feedback_score > 0.5:
feedback_boost = 0.2 # Strong positive feedback: boost
logger.debug(f"Boosting episode with positive feedback {feedback_score}")
elif feedback_score < -0.5:
feedback_boost = -0.3 # Strong negative feedback: penalty
logger.debug(f"Penalizing episode with negative feedback {feedback_score}")
# Apply feedback filter if specified
if min_feedback_score is not None:
if feedback_score is None or feedback_score < min_feedback_score:
continue # Skip episodes below threshold
final_score = base_score + canvas_boost + feedback_boost
scored_episodes.append({
"episode_id": meta.get("episode_id"),
"agent_id": meta.get("agent_id"),
"task_description": res.get("text", "").split("Outcome:")[0].replace("Episode: ", "").strip(),
"outcome": meta.get("outcome"),
"learnings": res.get("text", "").split("Learnings: ")[1].split("\n")[0] if "Learnings:" in res.get("text", "") else "",
"maturity_at_time": meta.get("maturity_at_time"),
"constitutional_score": meta.get("constitutional_score", 1.0),
"human_intervention_count": meta.get("human_intervention_count", 0),
"confidence_score": meta.get("confidence_score", 0.5),
"canvas_id": meta.get("canvas_id"), # Canvas metadata
"feedback_score": feedback_score, # For scoring
"feedback_id": meta.get("feedback_id"), # Reference for full retrieval
"similarity_score": base_score,
"canvas_boost": canvas_boost,
"feedback_boost": feedback_boost, # NEW: Feedback boost amount
"final_score": final_score
})
# Sort by final_score instead of base_score (NEW)
scored_episodes.sort(key=lambda x: x["final_score"], reverse=True)
# Apply limit after sorting
scored_episodes = scored_episodes[:limit]
logger.info(
f"Recalled {len(scored_episodes)} relevant episodes for {agent_role} agent "
f"(canvas_aware={canvas_id is not None})"
)
return scored_episodes
except Exception as e:
logger.warning(f"Failed to recall episodes from LanceDB: {e}")
return []
async def recall_experiences_with_detail(
self,
tenant_id: str,
agent_role: str,
task_description: str,
detail_level: DetailLevel = DetailLevel.SUMMARY,
agent_id: Optional[str] = None,
limit: int = 5
) -> List[Dict[str, Any]]:
"""
Recall experiences with configurable detail level
This is the primary method for agents to retrieve past experiences
with appropriate context detail for the current reasoning task.
Args:
tenant_id: Tenant ID for security
agent_role: Role/category of agent (e.g., 'Finance', 'Developer')
task_description: Current task to match against
detail_level: SUMMARY (50 tokens), STANDARD (200), FULL (500)
agent_id: Specific agent ID (optional, for more specific recall)
limit: Maximum experiences to return
Returns:
List of experiences with detail appropriate to level
"""
from core.episode_service import EpisodeService
episode_service = EpisodeService(self.db)
# If agent_id specified, recall that agent's episodes
if agent_id:
episodes = await episode_service.recall_episodes_with_detail(
agent_id=agent_id,
tenant_id=tenant_id,
detail_level=detail_level,
limit=limit
)
return self._format_episodes_as_experiences(episodes, detail_level)
# Otherwise, use semantic search via LanceDB (full detail only)
if detail_level == DetailLevel.FULL:
# Use existing semantic search for full detail
experiences = await self.recall_episodes(
task_description=task_description,
agent_role=agent_role,
agent_id=agent_id,
limit=limit
)
return experiences
# For summary/standard, query PostgreSQL with tenant filter
from sqlalchemy import text
query = """
SELECT
e.id,
e.agent_id,
e.task_description,
e.metadata_json->>'canvas_type' as canvas_type,
e.metadata_json->>'presentation_summary' as presentation_summary,
e.outcome,
e.success,
e.constitutional_score,
e.started_at
"""
if detail_level == DetailLevel.STANDARD:
query += """,
e.metadata_json->>'visual_elements' as visual_elements,
e.metadata_json->>'critical_data_points' as critical_data_points
"""
query += """
FROM agent_episodes e
JOIN agents a ON e.agent_id = a.id
WHERE a.tenant_id = :tenant_id
AND a.category = :agent_role
AND e.started_at > NOW() - INTERVAL '30 days'
ORDER BY e.started_at DESC
LIMIT :limit
"""
result = await self.db.execute(
text(query),
{"tenant_id": tenant_id, "agent_role": agent_role, "limit": limit}
)
rows = result.fetchall()
return [dict(row._mapping) for row in rows]
def _format_episodes_as_experiences(
self,
episodes: List[Dict[str, Any]],
detail_level: DetailLevel
) -> List[Dict[str, Any]]:
"""Format episode records as AgentExperience objects"""
experiences = []
for ep in episodes:
experience = {
"episode_id": ep.get("id"),
"task_type": ep.get("task_description", "")[:50],
"input_summary": ep.get("presentation_summary", ""),
"outcome": ep.get("outcome"),
"learnings": [],
"agent_role": "unknown",
"detail_level": detail_level.value
}
if detail_level == DetailLevel.STANDARD:
experience["visual_elements"] = ep.get("visual_elements")
experience["critical_data_points"] = ep.get("critical_data_points")
if detail_level == DetailLevel.FULL:
experience["audit_trail"] = ep.get("audit_trail")
experiences.append(experience)
return experiences
async def archive_episode_to_cold_storage(
self,
episode_id: str,
agent_id: str,
tenant_id: str,
task_description: str,
outcome: str,
learnings: str,
agent_role: str,
maturity_at_time: str,
constitutional_score: float = 1.0,
human_intervention_count: int = 0,
confidence_score: float = 0.5
) -> bool:
"""
Archive an episode from PostgreSQL hot storage to LanceDB cold storage.
This is called for episodes older than 30 days to maintain PostgreSQL
performance while preserving full history in LanceDB.
Args:
Same as record_episode()
Returns:
True if archived successfully
"""
try:
# Sync to LanceDB
success = await self.sync_episode_to_lancedb(
episode_id=episode_id,
agent_id=agent_id,
tenant_id=tenant_id,
task_description=task_description,
outcome=outcome,
learnings=learnings,
agent_role=agent_role,
maturity_at_time=maturity_at_time,
constitutional_score=constitutional_score,
human_intervention_count=human_intervention_count,
confidence_score=confidence_score
)
if success:
logger.info(f"Archived episode {episode_id} to LanceDB cold storage")
else:
logger.warning(f"Failed to archive episode {episode_id}")
return success
except Exception as e:
logger.error(f"Error archiving episode {episode_id}: {e}")
return False
async def get_recent_episodes(
self,
agent_id: str,
tenant_id: str,
limit: int = 30
) -> List[Dict[str, Any]]:
"""
Get recent episodes for graduation readiness calculation.
Queries PostgreSQL hot storage for recent episodes (fast aggregation).
Args:
agent_id: ID of the agent
tenant_id: ID of the tenant
limit: Maximum number of episodes to return
Returns:
List of recent episodes with metadata
"""
try:
from core.database import SessionLocal
from core.models import AgentEpisode
db = SessionLocal()
episodes = db.query(AgentEpisode).filter(
AgentEpisode.agent_id == agent_id,
AgentEpisode.tenant_id == tenant_id
).order_by(AgentEpisode.started_at.desc()).limit(limit).all()
result = [
{
"episode_id": ep.id,
"task_description": ep.task_description,
"outcome": ep.outcome,
"success": ep.success,
"maturity_at_time": ep.maturity_at_time,
"constitutional_score": ep.constitutional_score,
"human_intervention_count": ep.human_intervention_count,
"confidence_score": ep.confidence_score,
"step_efficiency": ep.step_efficiency,
"started_at": ep.started_at.isoformat() if ep.started_at else None,
"completed_at": ep.completed_at.isoformat() if ep.completed_at else None
}
for ep in episodes
]
db.close()
return result
except Exception as e:
logger.warning(f"Failed to get recent episodes from PostgreSQL: {e}")
return []
def get_episode_feedback_for_decision(
self,
episode_ids: List[str]
) -> Dict[str, List[Dict[str, Any]]]:
"""
Retrieve complete feedback records for multiple episodes.
Called during agent decision-making to provide full feedback context,
not just scores stored in metadata.
Args:
episode_ids: List of episode IDs to fetch feedback for
Returns:
Dictionary mapping episode_id to list of feedback records
"""
from core.models import EpisodeFeedback
if not episode_ids:
return {}
try:
db = SessionLocal()
feedback_records = db.query(EpisodeFeedback).filter(
EpisodeFeedback.episode_id.in_(episode_ids)
).all()
result = {}
for f in feedback_records:
if f.episode_id not in result:
result[f.episode_id] = []
result[f.episode_id].append({
"id": f.id,
"feedback_score": f.feedback_score,
"feedback_notes": f.feedback_notes,
"feedback_category": f.feedback_category,
"provider_id": f.provider_id,
"provider_type": f.provider_type,
"provided_at": f.provided_at.isoformat()
})
db.close()
return result
except Exception as e:
logger.error(f"Failed to get episode feedback for decision: {e}")
return {}
# ============================================================================
# Skill Recommendation Methods (OpenClaw Integration)
# ============================================================================
@dataclass
class SkillRecommendation:
"""Skill recommendation for a specific task"""
skill_id: str
skill_name: Optional[str]
success_rate: float # 0.0 to 1.0
execution_count: int
last_executed_at: Optional[datetime]
reason: str # Human-readable explanation
def recommend_skills_for_task(
self,
task_description: str,
agent_id: str,
tenant_id: str,
limit: int = 5
) -> List['WorldModelService.SkillRecommendation']:
"""
Recommend OpenClaw skills for a task based on past episode outcomes.
Uses semantic search to find similar past tasks and analyzes which
OpenClaw skills were used successfully. Ranks skills by:
1. Success rate (successful executions / total)
2. Recency (more recent = higher score)
3. Semantic similarity (from vector search)
Args:
task_description: Description of the current task
agent_id: ID of the agent
tenant_id: ID of the tenant
limit: Maximum number of recommendations to return
Returns:
List of SkillRecommendation objects sorted by relevance
"""
try:
from core.models import AgentEpisode, Skill
from sqlalchemy import cast
db = SessionLocal()
# Step 1: Recall semantically similar episodes using existing method
# Get agent role for recall (needed for the recall_episodes method)
agent = db.query(AgentRegistry).filter(
AgentRegistry.id == agent_id,
AgentRegistry.tenant_id == tenant_id
).first()
if not agent:
logger.warning(f"Agent {agent_id} not found for tenant {tenant_id}")
db.close()
return []
agent_role = agent.category or "general"
# Use async wrapper for recall_episodes
import asyncio
try:
# Try to get event loop, create new one if none exists
try:
loop = asyncio.get_event_loop()
except RuntimeError:
loop = asyncio.new_event_loop()
asyncio.set_event_loop(loop)
# Recall similar episodes
similar_episodes = loop.run_until_complete(
self.recall_episodes(
task_description=task_description,
agent_role=agent_role,
agent_id=agent_id,
limit=limit * 3 # Get more for filtering
)
)
except Exception as recall_err:
logger.warning(f"Failed to recall episodes: {recall_err}")
similar_episodes = []
# Step 2: Filter for OpenClaw skill episodes and extract skill_ids
skill_episodes = []
for ep in similar_episodes:
metadata = ep.get("metadata", {})
if metadata.get("skill_type") == "openclaw":
skill_id = metadata.get("skill_id")
if skill_id:
skill_episodes.append({
"episode_id": ep.get("episode_id"),
"skill_id": skill_id,
"outcome": ep.get("outcome"),
"similarity_score": ep.get("similarity_score", 0.5),
"final_score": ep.get("final_score", ep.get("similarity_score", 0.5))
})
if not skill_episodes:
logger.info(f"No OpenClaw skill episodes found for task: {task_description[:50]}")
db.close()
return []
# Step 3: Calculate skill statistics from PostgreSQL
skill_stats = {}
for ep in skill_episodes:
skill_id = ep["skill_id"]
if skill_id not in skill_stats:
skill_stats[skill_id] = {
"total_executions": 0,
"successful_executions": 0,
"similarity_scores": [],
"last_executed_at": None
}
skill_stats[skill_id]["total_executions"] += 1
if ep["outcome"] == "success":
skill_stats[skill_id]["successful_executions"] += 1
skill_stats[skill_id]["similarity_scores"].append(ep["final_score"])
# Step 4: Query PostgreSQL for detailed skill execution stats
for skill_id in skill_stats.keys():
# Query all OpenClaw episodes for this skill
episodes = db.query(AgentEpisode).filter(
AgentEpisode.agent_id == agent_id,
AgentEpisode.tenant_id == tenant_id,
AgentEpisode.metadata_json["skill_type"].astext == "openclaw",
AgentEpisode.metadata_json["skill_id"].astext == skill_id
).all()
# Update stats with actual execution counts
skill_stats[skill_id]["total_executions"] = len(episodes)
skill_stats[skill_id]["successful_executions"] = sum(1 for e in episodes if e.success)
# Get last executed time
if episodes:
skill_stats[skill_id]["last_executed_at"] = max(
(e.completed_at for e in episodes if e.completed_at),
default=None
)
# Step 5: Build recommendations
recommendations = []
for skill_id, stats in skill_stats.items():
# Get skill name from Skill table
skill = db.query(Skill).filter(Skill.id == skill_id).first()
skill_name = skill.name if skill else None
# Calculate success rate
success_rate = (
stats["successful_executions"] / stats["total_executions"]
if stats["total_executions"] > 0
else 0.0
)
# Calculate combined score (success rate + average similarity)
avg_similarity = sum(stats["similarity_scores"]) / len(stats["similarity_scores"])
combined_score = (success_rate * 0.6) + (avg_similarity * 0.4)
recommendations.append(self.SkillRecommendation(
skill_id=skill_id,
skill_name=skill_name,
success_rate=round(success_rate, 4),
execution_count=stats["total_executions"],
last_executed_at=stats["last_executed_at"],
reason=f"Used successfully for similar task (similarity: {avg_similarity:.2f})"
))
db.close()
# Sort by combined score (success rate weighted more than similarity)
recommendations.sort(
key=lambda r: (r.success_rate * 0.6 + 0.4), # Success rate prioritized
reverse=True
)
# Return top recommendations
return recommendations[:limit]
except Exception as e:
logger.error(f"Failed to recommend skills for task: {e}")
return []
def get_successful_skills_for_agent(
self,
agent_id: str,
tenant_id: str,
limit: int = 100
) -> set:
"""
Get set of skill IDs used successfully by an agent.
Queries AgentEpisode for OpenClaw skill executions with success=True.
Results are cached for 5 minutes to improve performance.
Args:
agent_id: ID of the agent
tenant_id: ID of the tenant
limit: Maximum number of episodes to query
Returns:
Set of skill IDs that were executed successfully
"""
try:
from core.models import AgentEpisode
from sqlalchemy import cast
db = SessionLocal()
# Query successful OpenClaw skill executions
episodes = db.query(AgentEpisode).filter(
AgentEpisode.agent_id == agent_id,
AgentEpisode.tenant_id == tenant_id,
AgentEpisode.success == True,
AgentEpisode.metadata_json["skill_type"].astext == "openclaw"
).limit(limit).all()
# Extract unique skill IDs
skill_ids = set()
for ep in episodes:
if ep.metadata_json:
skill_id = ep.metadata_json.get("skill_id")
if skill_id:
skill_ids.add(skill_id)
db.close()
logger.info(f"Found {len(skill_ids)} successful skills for agent {agent_id}")
return skill_ids
except Exception as e:
logger.error(f"Failed to get successful skills for agent: {e}")
return set()
# ========================================================================
# Canvas-Aware Experience Retrieval
# ========================================================================
async def recall_experiences_with_canvas(
self,
agent_id: str,
task: str,
preferred_canvas_type: Optional[str] = None,
limit: int = 10
) -> List[AgentExperience]:
"""
Recall experiences filtered by successful canvas presentations.
Enables agents to learn which canvas types work best for specific tasks.
For example: "User engages longer with line charts than spreadsheets for trends"
Args:
agent_id: ID of the agent
task: Task description for semantic matching
preferred_canvas_type: Optional canvas type filter (generic, docs, email, sheets, etc.)
limit: Maximum number of experiences to return
Returns:
List of AgentExperience objects with canvas context
"""
try:
# Search with task description
results = self.db.search(
table_name=self.table_name,
query=task,
limit=limit * 2 # Fetch extra for filtering
)
experiences = []
for res in results:
meta = res.get("metadata", {})
# Filter by agent_id
if meta.get("agent_id") != agent_id:
continue
# Filter by preferred canvas type if specified
if preferred_canvas_type:
canvas_types_used = meta.get("canvas_types", [])
if preferred_canvas_type not in canvas_types_used:
continue
# Only include successful outcomes
if meta.get("outcome", "").lower() != "success":
continue
experiences.append(AgentExperience(
id=res.get("id", ""),
agent_id=meta.get("agent_id", ""),
task_type=meta.get("task_type", ""),
input_summary=meta.get("input_summary", ""),
outcome=meta.get("outcome", ""),
learnings=meta.get("learnings", ""),
confidence_score=meta.get("confidence_score", 0.5),
feedback_score=meta.get("feedback_score"),
artifacts=meta.get("artifacts", []),
step_efficiency=meta.get("step_efficiency", 1.0),
metadata_trace=meta.get("trace", {}),
agent_role=meta.get("agent_role", ""),
specialty=meta.get("specialty"),
timestamp=datetime.fromisoformat(meta.get("timestamp", datetime.now(timezone.utc).isoformat()))
))
if len(experiences) >= limit:
break
logger.info(
f"Recalled {len(experiences)} canvas-aware experiences for agent {agent_id} "
f"(preferred: {preferred_canvas_type or 'any'})"
)
return experiences
except Exception as e:
logger.error(f"Failed to recall canvas-aware experiences: {e}")
return []
async def get_canvas_type_preferences(
self,
agent_id: str,
task_type: Optional[str] = None
) -> Dict[str, Dict[str, Any]]:
"""
Analyze agent's canvas type preferences based on past experiences.
Returns statistics on which canvas types have been most successful
for specific task types.
Args:
agent_id: ID of the agent
task_type: Optional task type filter
Returns:
Dictionary mapping canvas_type to preference stats:
{
"sheets": {
"count": 10,
"success_rate": 0.8,
"avg_engagement": 45.0,
"avg_feedback_score": 0.6
},
...
}
"""
try:
# Search for all agent experiences
query = f"agent_{agent_id}"
if task_type:
query += f" {task_type}"
results = self.db.search(
table_name=self.table_name,
query=query,
limit=500
)
# Group by canvas type
canvas_stats: Dict[str, Dict[str, Any]] = {}
for res in results:
meta = res.get("metadata", {})
# Skip if not this agent
if meta.get("agent_id") != agent_id:
continue
# Extract canvas types from experience
canvas_types = meta.get("canvas_types", [])
outcome = meta.get("outcome", "").lower()
feedback_score = meta.get("feedback_score", 0.0)
engagement_time = meta.get("engagement_time_seconds", 0.0)
for canvas_type in canvas_types:
if canvas_type not in canvas_stats:
canvas_stats[canvas_type] = {
"count": 0,
"successes": 0,
"total_engagement": 0.0,
"total_feedback": 0.0
}
stats = canvas_stats[canvas_type]
stats["count"] += 1
if outcome == "success":
stats["successes"] += 1
stats["total_engagement"] += engagement_time
stats["total_feedback"] += feedback_score
# Calculate averages and success rates
preferences = {}
for canvas_type, stats in canvas_stats.items():
preferences[canvas_type] = {
"count": stats["count"],
"success_rate": stats["successes"] / stats["count"] if stats["count"] > 0 else 0.0,
"avg_engagement": stats["total_engagement"] / stats["count"] if stats["count"] > 0 else 0.0,
"avg_feedback_score": stats["total_feedback"] / stats["count"] if stats["count"] > 0 else 0.0
}
logger.info(f"Canvas preferences for agent {agent_id}: {list(preferences.keys())}")
return preferences
except Exception as e:
logger.error(f"Failed to get canvas preferences: {e}")
return {}
async def recommend_canvas_type(
self,
agent_id: str,
task_type: str,
task_description: Optional[str] = None
) -> Optional[Dict[str, Any]]:
"""
Recommend the best canvas type for a given task based on agent's past experiences.
Analyzes success rates, user engagement, and feedback to recommend
the most effective canvas type.
Args:
agent_id: ID of the agent
task_type: Type of task (e.g., "data_analysis", "reporting")
task_description: Optional detailed task description
Returns:
Recommended canvas type with confidence score:
{
"canvas_type": "sheets",
"confidence": 0.85,
"reason": "High success rate (80%) and positive feedback for this task type",
"alternatives": ["charts", "markdown"]
}
"""
try:
# Get canvas preferences for this task type
preferences = await self.get_canvas_type_preferences(agent_id, task_type)
if not preferences:
# No preferences found, return generic recommendation
return {
"canvas_type": "generic",
"confidence": 0.5,
"reason": "No prior experience with this task type",
"alternatives": ["sheets", "charts"]
}
# Score each canvas type (success rate weighted 60%, feedback 40%)
scored_canvases = []
for canvas_type, stats in preferences.items():
# Require minimum sample size
if stats["count"] < 3:
continue
score = (
stats["success_rate"] * 0.6 +
(stats["avg_feedback_score"] + 1.0) / 2.0 * 0.4 # Normalize -1..1 to 0..1
)
scored_canvases.append({
"canvas_type": canvas_type,
"score": score,
"stats": stats
})
# Sort by score
scored_canvases.sort(key=lambda x: x["score"], reverse=True)
if not scored_canvases:
return {
"canvas_type": "generic",
"confidence": 0.5,
"reason": "Insufficient data for recommendation",
"alternatives": list(preferences.keys())[:3]
}
# Get top recommendation
top = scored_canvases[0]
top_stats = top["stats"]
reason_parts = []
if top_stats["success_rate"] > 0.7:
reason_parts.append(f"High success rate ({top_stats['success_rate']:.0%})")
if top_stats["avg_feedback_score"] > 0.3:
reason_parts.append(f"Positive user feedback")
if top_stats["avg_engagement"] > 30:
reason_parts.append(f"Strong user engagement ({top_stats['avg_engagement']:.0f}s avg)")
alternatives = [c["canvas_type"] for c in scored_canvases[1:4]]
return {
"canvas_type": top["canvas_type"],
"confidence": min(0.95, top["score"] + 0.1), # Boost confidence slightly
"reason": ", ".join(reason_parts) if reason_parts else "Past performance",
"alternatives": alternatives
}
except Exception as e:
logger.error(f"Failed to recommend canvas type: {e}")
return None
async def record_canvas_outcome(
self,
experience: AgentExperience,
canvas_types_used: List[str],
engagement_time_seconds: float = 0.0,
user_feedback: Optional[float] = None
) -> bool:
"""
Record an experience with canvas context for learning.
Enhances experience recording with canvas type information
for better future recommendations.
Args:
experience: The AgentExperience to record
canvas_types_used: List of canvas types presented (e.g., ["sheets", "charts"])
engagement_time_seconds: How long user engaged with the canvas
user_feedback: Optional user feedback score (-1.0 to 1.0)
Returns:
True if recorded successfully
"""
try:
# Enhance metadata with canvas context
enhanced_metadata = experience.metadata or {}
enhanced_metadata.update({
"canvas_types": canvas_types_used,
"engagement_time_seconds": engagement_time_seconds,
"canvas_count": len(canvas_types_used)
})
# If user feedback provided, update feedback_score
if user_feedback is not None:
enhanced_metadata["user_feedback"] = user_feedback
# Create enhanced experience
enhanced_experience = AgentExperience(
id=experience.id,
agent_id=experience.agent_id,
task_type=experience.task_type,
input_summary=experience.input_summary,
outcome=experience.outcome,
learnings=experience.learnings,
confidence_score=experience.confidence_score,
feedback_score=user_feedback if user_feedback is not None else experience.feedback_score,
artifacts=experience.artifacts,
step_efficiency=experience.step_efficiency,
metadata_trace=enhanced_metadata,
agent_role=experience.agent_role,
specialty=experience.specialty,
timestamp=experience.timestamp
)
# Record using existing method
return await self.record_experience(enhanced_experience)
except Exception as e:
logger.error(f"Failed to record canvas outcome: {e}")
return False
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