claude_memory 0.2.0 → 0.3.0

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Files changed (104) hide show
  1. checksums.yaml +4 -4
  2. data/.claude/.mind.mv2.o2N83S +0 -0
  3. data/.claude/CLAUDE.md +1 -0
  4. data/.claude/rules/claude_memory.generated.md +28 -9
  5. data/.claude/settings.local.json +9 -1
  6. data/.claude/skills/check-memory/SKILL.md +77 -0
  7. data/.claude/skills/improve/SKILL.md +532 -0
  8. data/.claude/skills/improve/feature-patterns.md +1221 -0
  9. data/.claude/skills/quality-update/SKILL.md +229 -0
  10. data/.claude/skills/quality-update/implementation-guide.md +346 -0
  11. data/.claude/skills/review-commit/SKILL.md +199 -0
  12. data/.claude/skills/review-for-quality/SKILL.md +154 -0
  13. data/.claude/skills/review-for-quality/expert-checklists.md +79 -0
  14. data/.claude/skills/setup-memory/SKILL.md +168 -0
  15. data/.claude/skills/study-repo/SKILL.md +307 -0
  16. data/.claude/skills/study-repo/analysis-template.md +323 -0
  17. data/.claude/skills/study-repo/focus-examples.md +327 -0
  18. data/CHANGELOG.md +133 -0
  19. data/CLAUDE.md +130 -11
  20. data/README.md +117 -10
  21. data/db/migrations/001_create_initial_schema.rb +117 -0
  22. data/db/migrations/002_add_project_scoping.rb +33 -0
  23. data/db/migrations/003_add_session_metadata.rb +42 -0
  24. data/db/migrations/004_add_fact_embeddings.rb +20 -0
  25. data/db/migrations/005_add_incremental_sync.rb +21 -0
  26. data/db/migrations/006_add_operation_tracking.rb +40 -0
  27. data/db/migrations/007_add_ingestion_metrics.rb +26 -0
  28. data/docs/.claude/mind.mv2.lock +0 -0
  29. data/docs/GETTING_STARTED.md +587 -0
  30. data/docs/RELEASE_NOTES_v0.2.0.md +0 -1
  31. data/docs/RUBY_COMMUNITY_POST_v0.2.0.md +0 -2
  32. data/docs/architecture.md +9 -8
  33. data/docs/auto_init_design.md +230 -0
  34. data/docs/improvements.md +557 -731
  35. data/docs/influence/.gitkeep +13 -0
  36. data/docs/influence/grepai.md +933 -0
  37. data/docs/influence/qmd.md +2195 -0
  38. data/docs/plugin.md +257 -11
  39. data/docs/quality_review.md +472 -1273
  40. data/docs/remaining_improvements.md +330 -0
  41. data/lefthook.yml +13 -0
  42. data/lib/claude_memory/commands/checks/claude_md_check.rb +41 -0
  43. data/lib/claude_memory/commands/checks/database_check.rb +120 -0
  44. data/lib/claude_memory/commands/checks/hooks_check.rb +112 -0
  45. data/lib/claude_memory/commands/checks/reporter.rb +110 -0
  46. data/lib/claude_memory/commands/checks/snapshot_check.rb +30 -0
  47. data/lib/claude_memory/commands/doctor_command.rb +12 -129
  48. data/lib/claude_memory/commands/help_command.rb +1 -0
  49. data/lib/claude_memory/commands/hook_command.rb +9 -2
  50. data/lib/claude_memory/commands/index_command.rb +169 -0
  51. data/lib/claude_memory/commands/ingest_command.rb +1 -1
  52. data/lib/claude_memory/commands/init_command.rb +5 -197
  53. data/lib/claude_memory/commands/initializers/database_ensurer.rb +30 -0
  54. data/lib/claude_memory/commands/initializers/global_initializer.rb +85 -0
  55. data/lib/claude_memory/commands/initializers/hooks_configurator.rb +156 -0
  56. data/lib/claude_memory/commands/initializers/mcp_configurator.rb +56 -0
  57. data/lib/claude_memory/commands/initializers/memory_instructions_writer.rb +135 -0
  58. data/lib/claude_memory/commands/initializers/project_initializer.rb +111 -0
  59. data/lib/claude_memory/commands/recover_command.rb +75 -0
  60. data/lib/claude_memory/commands/registry.rb +5 -1
  61. data/lib/claude_memory/commands/stats_command.rb +239 -0
  62. data/lib/claude_memory/commands/uninstall_command.rb +226 -0
  63. data/lib/claude_memory/core/batch_loader.rb +32 -0
  64. data/lib/claude_memory/core/concept_ranker.rb +73 -0
  65. data/lib/claude_memory/core/embedding_candidate_builder.rb +37 -0
  66. data/lib/claude_memory/core/fact_collector.rb +51 -0
  67. data/lib/claude_memory/core/fact_query_builder.rb +154 -0
  68. data/lib/claude_memory/core/fact_ranker.rb +113 -0
  69. data/lib/claude_memory/core/result_builder.rb +54 -0
  70. data/lib/claude_memory/core/result_sorter.rb +25 -0
  71. data/lib/claude_memory/core/scope_filter.rb +61 -0
  72. data/lib/claude_memory/core/text_builder.rb +29 -0
  73. data/lib/claude_memory/embeddings/generator.rb +161 -0
  74. data/lib/claude_memory/embeddings/similarity.rb +69 -0
  75. data/lib/claude_memory/hook/handler.rb +4 -3
  76. data/lib/claude_memory/index/lexical_fts.rb +7 -2
  77. data/lib/claude_memory/infrastructure/operation_tracker.rb +158 -0
  78. data/lib/claude_memory/infrastructure/schema_validator.rb +206 -0
  79. data/lib/claude_memory/ingest/content_sanitizer.rb +6 -7
  80. data/lib/claude_memory/ingest/ingester.rb +99 -15
  81. data/lib/claude_memory/ingest/metadata_extractor.rb +57 -0
  82. data/lib/claude_memory/ingest/tool_extractor.rb +71 -0
  83. data/lib/claude_memory/mcp/response_formatter.rb +331 -0
  84. data/lib/claude_memory/mcp/server.rb +19 -0
  85. data/lib/claude_memory/mcp/setup_status_analyzer.rb +73 -0
  86. data/lib/claude_memory/mcp/tool_definitions.rb +279 -0
  87. data/lib/claude_memory/mcp/tool_helpers.rb +80 -0
  88. data/lib/claude_memory/mcp/tools.rb +330 -320
  89. data/lib/claude_memory/recall/dual_query_template.rb +63 -0
  90. data/lib/claude_memory/recall.rb +304 -237
  91. data/lib/claude_memory/resolve/resolver.rb +52 -49
  92. data/lib/claude_memory/store/sqlite_store.rb +210 -144
  93. data/lib/claude_memory/store/store_manager.rb +6 -6
  94. data/lib/claude_memory/sweep/sweeper.rb +6 -0
  95. data/lib/claude_memory/version.rb +1 -1
  96. data/lib/claude_memory.rb +35 -3
  97. metadata +71 -11
  98. data/.claude/.mind.mv2.aLCUZd +0 -0
  99. data/.claude/memory.sqlite3 +0 -0
  100. data/.mcp.json +0 -11
  101. /data/docs/{feature_adoption_plan.md → plans/feature_adoption_plan.md} +0 -0
  102. /data/docs/{feature_adoption_plan_revised.md → plans/feature_adoption_plan_revised.md} +0 -0
  103. /data/docs/{plan.md → plans/plan.md} +0 -0
  104. /data/docs/{updated_plan.md → plans/updated_plan.md} +0 -0
@@ -0,0 +1,2195 @@
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+ # QMD Analysis: Quick Markdown Search
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+
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+ *Analysis Date: 2026-01-26*
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+ *QMD Version: Latest (commit-based, actively developed)*
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+ *Repository: https://github.com/tobi/qmd*
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+
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+ ---
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+
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+ ## Table of Contents
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+
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+ 1. [Executive Summary](#executive-summary)
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+ 2. [Architecture Overview](#architecture-overview)
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+ 3. [Database Schema Analysis](#database-schema-analysis)
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+ 4. [Search Pipeline Deep-Dive](#search-pipeline-deep-dive)
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+ 5. [Vector Search Implementation](#vector-search-implementation)
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+ 6. [LLM Infrastructure](#llm-infrastructure)
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+ 7. [Performance Characteristics](#performance-characteristics)
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+ 8. [Comparative Analysis](#comparative-analysis)
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+ 9. [Adoption Opportunities](#adoption-opportunities)
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+ 10. [Implementation Recommendations](#implementation-recommendations)
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+ 11. [Architecture Decisions](#architecture-decisions)
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+
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+ ---
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+
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+ ## Executive Summary
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+
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+ ### Project Purpose
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+
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+ QMD (Quick Markdown Search) is an **on-device markdown search engine** optimized for knowledge workers and AI agents. It combines lexical search (BM25), vector embeddings, and LLM reranking to provide high-quality document retrieval without cloud dependencies.
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+
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+ **Target Users**: Developers, researchers, knowledge workers using markdown for notes, documentation, and personal knowledge management.
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+
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+ ### Key Innovation
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+
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+ QMD's primary innovation is **position-aware score blending** in hybrid search:
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+
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+ ```typescript
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+ // Top results favor retrieval scores, lower results favor reranking
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+ const weights = rank <= 3
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+ ? { retrieval: 0.75, reranker: 0.25 }
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+ : rank <= 10
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+ ? { retrieval: 0.60, reranker: 0.40 }
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+ : { retrieval: 0.40, reranker: 0.60 };
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+ ```
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+
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+ This approach trusts BM25+vector fusion for strong signals while using LLM reranking to elevate semantically relevant results that lexical search missed.
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+
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+ ### Technology Stack
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+
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+ - **Runtime**: Bun (JavaScript/TypeScript)
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+ - **Database**: SQLite with sqlite-vec extension
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+ - **Embeddings**: EmbeddingGemma (300M params, 300MB)
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+ - **LLM**: node-llama-cpp (local GGUF models)
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+ - **Vector Search**: sqlite-vec virtual tables with cosine distance
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+ - **Full-Text Search**: SQLite FTS5 with Porter stemming
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+
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+ ### Production Readiness
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+
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+ - **Active Development**: Frequent commits, responsive maintainer
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+ - **Comprehensive Tests**: eval.test.ts with 24 known-answer queries
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+ - **Quality Metrics**: 50%+ Hit@3 improvement over BM25-only
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+ - **Battle-Tested**: Used by maintainer for personal knowledge base
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+
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+ ### Evaluation Results
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+
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+ From `eval.test.ts` (24 queries across 4 difficulty levels):
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+
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+ | Query Type | BM25 Hit@3 | Vector Hit@3 | Hybrid Hit@3 | Improvement |
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+ |------------|------------|--------------|--------------|-------------|
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+ | Easy (exact keywords) | ≥80% | ≥60% | ≥80% | BM25 sufficient |
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+ | Medium (semantic) | ≥15% | ≥40% | ≥50% | **+233%** over BM25 |
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+ | Hard (vague) | ≥15% @ H@5 | ≥30% @ H@5 | ≥35% @ H@5 | **+133%** over BM25 |
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+ | Fusion (multi-signal) | ~15% | ~30% | ≥50% | **+233%** over BM25 |
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+ | **Overall** | ≥40% | ≥50% | ≥60% | **+50%** over BM25 |
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+
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+ Key insight: **Hybrid RRF fusion outperforms both methods alone**, especially on queries requiring both lexical precision and semantic understanding.
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+
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+ ---
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+
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+ ## Architecture Overview
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+
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+ ### Data Model Comparison
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+
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+ | Aspect | QMD | ClaudeMemory |
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+ |--------|-----|--------------|
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+ | **Granularity** | Full markdown documents | Structured facts (triples) |
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+ | **Storage** | Content-addressable (SHA256 hash) | Entity-predicate-object |
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+ | **Deduplication** | Per-document (by content hash) | Per-fact (by signature) |
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+ | **Retrieval Goal** | Find relevant documents | Find specific facts |
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+ | **Truth Model** | All documents valid | Supersession + conflicts |
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+ | **Scope** | YAML collections | Dual-database (global/project) |
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+
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+ **Philosophical Difference**:
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+ - **QMD**: "Show me documents about X" (conversation recall)
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+ - **ClaudeMemory**: "What do we know about X?" (knowledge extraction)
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+
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+ ### Storage Strategy
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+
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+ QMD uses **content-addressable storage** with a virtual filesystem layer:
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+
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+ ```
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+ content table (SHA256 hash → document body)
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+
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+ documents table (collection, path, title → hash)
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+
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+ Virtual paths: qmd://collection/path/to/file.md
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+ ```
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+
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+ Benefits:
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+ - Automatic deduplication (same content = single storage)
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+ - Fast change detection (hash comparison)
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+ - Virtual namespace decoupled from filesystem
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+
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+ Trade-offs:
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+ - More complex than direct file storage
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+ - Hash collisions possible (mitigated by SHA256)
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+
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+ ### Collection System
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+
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+ QMD uses YAML configuration for multi-collection indexing:
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+
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+ ```yaml
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+ # ~/.config/qmd/index.yml
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+ global_context: "Personal knowledge base for software development"
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+
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+ collections:
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+ notes:
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+ path: /Users/name/notes
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+ pattern: "**/*.md"
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+ context:
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+ /: "General notes"
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+ /work: "Work-related notes and documentation"
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+ /personal: "Personal projects and ideas"
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+
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+ docs:
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+ path: /Users/name/Documents
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+ pattern: "**/*.md"
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+ ```
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+
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+ **Context Inheritance**: File at `/work/projects/api.md` inherits:
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+ 1. Global context
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+ 2. `/` context (general notes)
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+ 3. `/work` context (work-related)
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+
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+ This provides semantic metadata for LLM operations without storing it per-document.
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+
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+ ### Lifecycle Diagram
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+
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+ ```
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+ ┌─────────────┐
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+ │ Index Files │ (qmd index <collection>)
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+ └──────┬──────┘
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+
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+
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+ ┌─────────────────────────────────────────────────────────┐
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+ │ 1. Hash content (SHA256) │
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+ │ 2. INSERT OR IGNORE into content table │
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+ │ 3. INSERT/UPDATE documents table (collection, path → hash)│
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+ │ 4. FTS5 trigger auto-indexes title + body │
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+ └──────┬──────────────────────────────────────────────────┘
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+
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+
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+ ┌──────────────┐
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+ │ Embed │ (qmd embed <collection>)
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+ └──────┬───────┘
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+
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+
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+ ┌─────────────────────────────────────────────────────────┐
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+ │ 1. Chunk document (800 tokens, 15% overlap) │
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+ │ 2. Generate embeddings (EmbeddingGemma 384-dim) │
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+ │ 3. INSERT into content_vectors + vectors_vec │
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+ └──────┬──────────────────────────────────────────────────┘
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+
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+
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+ ┌──────────────┐
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+ │ Search │ (qmd query "concept")
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+ └──────┬───────┘
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+
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+
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+ ┌─────────────────────────────────────────────────────────┐
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+ │ Mode: search → BM25 only (fast) │
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+ │ Mode: vsearch → Vector only (semantic) │
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+ │ Mode: query → Hybrid pipeline (BM25 + vec + rerank) │
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+ └──────┬──────────────────────────────────────────────────┘
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+
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+
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+ ┌──────────────┐
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+ │ Retrieve │ (qmd get <path | #docid>)
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+ └──────────────┘
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+ ```
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+
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+ ---
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+
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+ ## Database Schema Analysis
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+
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+ ### Core Tables
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+
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+ #### 1. `content` - Content-Addressable Storage
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+
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+ ```sql
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+ CREATE TABLE content (
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+ hash TEXT PRIMARY KEY, -- SHA256 of document body
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+ doc TEXT NOT NULL, -- Full markdown content
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+ created_at TEXT NOT NULL -- ISO timestamp
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+ );
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+ ```
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+
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+ **Design Pattern**: Hash-keyed blob storage for automatic deduplication.
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+
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+ **Key Insight**: Multiple documents with identical content share one storage entry.
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+
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+ #### 2. `documents` - Virtual Filesystem
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+
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+ ```sql
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+ CREATE TABLE documents (
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+ id INTEGER PRIMARY KEY,
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+ collection TEXT NOT NULL, -- Collection name (from YAML)
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+ path TEXT NOT NULL, -- Relative path within collection
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+ title TEXT NOT NULL, -- Extracted from first H1/H2
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+ hash TEXT NOT NULL, -- Foreign key to content.hash
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+ created_at TEXT NOT NULL,
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+ modified_at TEXT NOT NULL,
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+ active INTEGER DEFAULT 1, -- Soft delete flag
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+ UNIQUE(collection, path)
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+ );
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+ ```
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+
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+ **Virtual Path Construction**: `qmd://{collection}/{path}`
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+
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+ Example: `qmd://notes/work/api-design.md`
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+
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+ #### 3. `documents_fts` - Full-Text Search Index
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+
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+ ```sql
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+ CREATE VIRTUAL TABLE documents_fts USING fts5(
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+ title, -- Weighted heavily (10.0)
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+ body, -- Standard weight (1.0)
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+ tokenize = 'porter unicode61'
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+ );
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+
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+ -- Auto-sync trigger on documents INSERT/UPDATE/DELETE
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+ -- Copies title + body from content table via hash join
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+ ```
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+
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+ **BM25 Scoring**: Lower scores are better (distance metric).
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+
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+ **Tokenization**: Porter stemming for English, unicode61 for international characters.
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+
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+ #### 4. `content_vectors` - Embedding Metadata
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+
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+ ```sql
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+ CREATE TABLE content_vectors (
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+ hash TEXT NOT NULL, -- Foreign key to content.hash
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+ seq INTEGER NOT NULL, -- Chunk sequence number
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+ pos INTEGER NOT NULL, -- Character position in document
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+ model TEXT NOT NULL, -- Embedding model name
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+ embedded_at TEXT NOT NULL, -- ISO timestamp
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+ PRIMARY KEY (hash, seq)
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+ );
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+ ```
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+
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+ **Chunk Strategy**: 800 tokens with 15% overlap, semantic boundaries.
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+
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+ **Key**: `hash_seq` composite (e.g., `"abc123def456_0"`)
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+
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+ #### 5. `vectors_vec` - Native Vector Index
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+
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+ ```sql
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+ CREATE VIRTUAL TABLE vectors_vec USING vec0(
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+ hash_seq TEXT PRIMARY KEY, -- "hash_seq" composite key
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+ embedding float[384] -- 384-dimensional vector (EmbeddingGemma)
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+ distance_metric=cosine
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+ );
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+ ```
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+
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+ **Critical Implementation Note** (from store.ts:1745-1748):
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+ ```typescript
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+ // IMPORTANT: We use a two-step query approach here because sqlite-vec virtual tables
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+ // hang indefinitely when combined with JOINs in the same query. Do NOT try to
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+ // "optimize" this by combining into a single query with JOINs - it will break.
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+ // See: https://github.com/tobi/qmd/pull/23
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+
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+ // CORRECT: Two-step pattern
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+ const vecResults = db.prepare(`
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+ SELECT hash_seq, distance
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+ FROM vectors_vec
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+ WHERE embedding MATCH ? AND k = ?
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+ `).all(embedding, limit * 3);
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+
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+ // Then join with documents table separately
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+ const hashSeqs = vecResults.map(r => r.hash_seq);
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+ const docs = db.prepare(`
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+ SELECT * FROM documents WHERE hash IN (${placeholders})
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+ `).all(hashSeqs);
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+ ```
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+
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+ **Why This Matters for ClaudeMemory**: When adopting sqlite-vec, we MUST use two-step queries to avoid hangs.
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+
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+ #### 6. `llm_cache` - Deterministic Response Cache
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+
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+ ```sql
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+ CREATE TABLE llm_cache (
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+ hash TEXT PRIMARY KEY, -- Hash of (operation, model, input)
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+ result TEXT NOT NULL, -- LLM response (JSON or plain text)
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+ created_at TEXT NOT NULL
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+ );
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+ ```
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+
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+ **Cache Key Formula**:
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+ ```typescript
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+ function getCacheKey(operation: string, params: Record<string, any>): string {
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+ const canonical = JSON.stringify({ operation, ...params });
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+ return sha256(canonical);
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+ }
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+
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+ // Examples:
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+ // expandQuery: hash("expandQuery" + model + query)
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+ // rerank: hash("rerank" + model + query + file)
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+ ```
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+
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+ **Cleanup Strategy** (probabilistic):
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+ ```typescript
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+ // 1% chance per query to run cleanup
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+ if (Math.random() < 0.01) {
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+ db.run(`
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+ DELETE FROM llm_cache
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+ WHERE hash NOT IN (
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+ SELECT hash FROM llm_cache
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+ ORDER BY created_at DESC
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+ LIMIT 1000
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+ )
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+ `);
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+ }
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+ ```
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+
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+ **Benefits**:
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+ - Reduces API costs for repeated operations
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+ - Deterministic (same input = same cache key)
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+ - Self-tuning (frequent queries stay cached)
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+
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+ ### Foreign Key Relationships
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+
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+ ```
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+ content.hash ← documents.hash ← content_vectors.hash
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+
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+ documents_fts (via trigger)
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+
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+ vectors_vec.hash_seq (composite key)
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+ ```
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+
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+ **Cascade Behavior**:
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+ - Soft delete: `documents.active = 0` (preserves content)
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+ - Hard delete: Manual cleanup of orphaned content/vectors
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+
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+ ---
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+
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+ ## Search Pipeline Deep-Dive
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+
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+ QMD provides three search modes with increasing sophistication:
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+
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+ ### Mode 1: `search` (BM25 Only)
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+
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+ **Use Case**: Fast keyword matching when you know exact terms.
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+
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+ **Pipeline**:
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+ ```typescript
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+ searchFTS(db, query, limit) {
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+ // 1. Sanitize and build FTS5 query
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+ const terms = query.split(/\s+/)
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+ .map(t => sanitize(t))
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+ .filter(t => t.length > 0);
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+
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+ const ftsQuery = terms.map(t => `"${t}"*`).join(' AND ');
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+
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+ // 2. Query FTS5 with BM25 scoring
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+ const results = db.prepare(`
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+ SELECT
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+ d.path,
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+ d.title,
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+ bm25(documents_fts, 10.0, 1.0) as score
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+ FROM documents_fts f
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+ JOIN documents d ON d.id = f.rowid
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+ WHERE documents_fts MATCH ? AND d.active = 1
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+ ORDER BY score ASC -- Lower is better for BM25
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+ LIMIT ?
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+ `).all(ftsQuery, limit);
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+
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+ // 3. Convert BM25 (lower=better) to similarity (higher=better)
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+ return results.map(r => ({
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+ ...r,
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+ score: 1 / (1 + Math.max(0, r.score))
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+ }));
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+ }
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+ ```
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+
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+ **Latency**: <50ms
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+
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+ **Strengths**: Fast, good for exact matches
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+
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+ **Weaknesses**: Misses semantic similarity
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+
402
+ ### Mode 2: `vsearch` (Vector Only)
403
+
404
+ **Use Case**: Semantic search when exact terms unknown.
405
+
406
+ **Pipeline**:
407
+ ```typescript
408
+ async searchVec(db, query, model, limit) {
409
+ // 1. Generate query embedding
410
+ const llm = getDefaultLlamaCpp();
411
+ const formatted = formatQueryForEmbedding(query);
412
+ const result = await llm.embed(formatted, { model });
413
+ const embedding = new Float32Array(result.embedding);
414
+
415
+ // 2. KNN search (two-step to avoid JOIN hang)
416
+ const vecResults = db.prepare(`
417
+ SELECT hash_seq, distance
418
+ FROM vectors_vec
419
+ WHERE embedding MATCH ? AND k = ?
420
+ `).all(embedding, limit * 3);
421
+
422
+ // 3. Join with documents (separate query)
423
+ const hashSeqs = vecResults.map(r => r.hash_seq);
424
+ const docs = db.prepare(`
425
+ SELECT cv.hash, d.path, d.title
426
+ FROM content_vectors cv
427
+ JOIN documents d ON d.hash = cv.hash
428
+ WHERE cv.hash || '_' || cv.seq IN (${placeholders})
429
+ `).all(hashSeqs);
430
+
431
+ // 4. Deduplicate by document (keep best chunk per doc)
432
+ const seen = new Map();
433
+ for (const doc of docs) {
434
+ const distance = distanceMap.get(doc.hash_seq);
435
+ const existing = seen.get(doc.path);
436
+ if (!existing || distance < existing.distance) {
437
+ seen.set(doc.path, { doc, distance });
438
+ }
439
+ }
440
+
441
+ // 5. Convert distance to similarity
442
+ return Array.from(seen.values())
443
+ .sort((a, b) => a.distance - b.distance)
444
+ .slice(0, limit)
445
+ .map(({ doc, distance }) => ({
446
+ ...doc,
447
+ score: 1 - distance // Cosine similarity
448
+ }));
449
+ }
450
+ ```
451
+
452
+ **Latency**: ~200ms (embedding generation)
453
+
454
+ **Strengths**: Semantic understanding, synonym matching
455
+
456
+ **Weaknesses**: Slower, may miss exact keyword matches
457
+
458
+ ### Mode 3: `query` (Hybrid Pipeline)
459
+
460
+ **Use Case**: Best-quality search combining lexical + semantic + reranking.
461
+
462
+ **Full Pipeline** (10 stages):
463
+
464
+ #### Stage 1: Initial FTS Query
465
+
466
+ ```typescript
467
+ const initialFts = searchFTS(db, query, 20);
468
+ ```
469
+
470
+ **Purpose**: Get BM25 baseline results.
471
+
472
+ #### Stage 2: Smart Expansion Detection
473
+
474
+ ```typescript
475
+ const topScore = initialFts[0]?.score ?? 0;
476
+ const secondScore = initialFts[1]?.score ?? 0;
477
+ const hasStrongSignal =
478
+ initialFts.length > 0 &&
479
+ topScore >= 0.85 &&
480
+ (topScore - secondScore) >= 0.15;
481
+
482
+ if (hasStrongSignal) {
483
+ // Skip expensive LLM operations
484
+ return initialFts.slice(0, limit);
485
+ }
486
+ ```
487
+
488
+ **Purpose**: Detect when BM25 has clear winner (exact match).
489
+
490
+ **Impact**: Saves 2-3 seconds on ~60% of queries (per QMD data).
491
+
492
+ **Thresholds**:
493
+ - `topScore >= 0.85`: Strong match
494
+ - `gap >= 0.15`: Clear winner
495
+
496
+ #### Stage 3: Query Expansion (LLM)
497
+
498
+ ```typescript
499
+ // Generate alternative phrasings for better recall
500
+ const expanded = await expandQuery(query, model, db);
501
+ // Returns: [original, variant1, variant2]
502
+ ```
503
+
504
+ **LLM Prompt** (simplified):
505
+ ```
506
+ Generate 2 alternative search queries:
507
+ 1. 'lex': Keyword-focused variation
508
+ 2. 'vec': Semantic-focused variation
509
+
510
+ Original: "how to structure REST endpoints"
511
+
512
+ Output:
513
+ lex: API endpoint design patterns
514
+ vec: RESTful service architecture best practices
515
+ ```
516
+
517
+ **Model**: Qwen3-1.7B (2.2GB, loaded on-demand)
518
+
519
+ **Cache Key**: `hash(query + model)`
520
+
521
+ #### Stage 4: Multi-Query Search (Parallel)
522
+
523
+ ```typescript
524
+ const rankedLists = [];
525
+
526
+ for (const q of expanded) {
527
+ // Run FTS for each query variant
528
+ const ftsResults = searchFTS(db, q.text, 20);
529
+ rankedLists.push(ftsResults);
530
+
531
+ // Run vector search for each query variant
532
+ const vecResults = await searchVec(db, q.text, model, 20);
533
+ rankedLists.push(vecResults);
534
+ }
535
+
536
+ // Result: 6 ranked lists (3 queries × 2 methods each)
537
+ ```
538
+
539
+ **Purpose**: Cast wide net to maximize recall.
540
+
541
+ #### Stage 5: Reciprocal Rank Fusion (RRF)
542
+
543
+ ```typescript
544
+ function reciprocalRankFusion(
545
+ resultLists: RankedResult[][],
546
+ weights: number[] = [],
547
+ k: number = 60
548
+ ): RankedResult[] {
549
+ const scores = new Map<string, {
550
+ result: RankedResult;
551
+ rrfScore: number;
552
+ topRank: number;
553
+ }>();
554
+
555
+ // Accumulate RRF scores across all lists
556
+ for (let listIdx = 0; listIdx < resultLists.length; listIdx++) {
557
+ const list = resultLists[listIdx];
558
+ const weight = weights[listIdx] ?? 1.0;
559
+
560
+ for (let rank = 0; rank < list.length; rank++) {
561
+ const result = list[rank];
562
+ const rrfContribution = weight / (k + rank + 1);
563
+
564
+ const existing = scores.get(result.file);
565
+ if (existing) {
566
+ existing.rrfScore += rrfContribution;
567
+ existing.topRank = Math.min(existing.topRank, rank);
568
+ } else {
569
+ scores.set(result.file, {
570
+ result,
571
+ rrfScore: rrfContribution,
572
+ topRank: rank
573
+ });
574
+ }
575
+ }
576
+ }
577
+
578
+ // Top-rank bonus (preserve exact matches)
579
+ for (const entry of scores.values()) {
580
+ if (entry.topRank === 0) {
581
+ entry.rrfScore += 0.05; // #1 in any list
582
+ } else if (entry.topRank <= 2) {
583
+ entry.rrfScore += 0.02; // #2-3 in any list
584
+ }
585
+ }
586
+
587
+ return Array.from(scores.values())
588
+ .sort((a, b) => b.rrfScore - a.rrfScore)
589
+ .map(e => ({ ...e.result, score: e.rrfScore }));
590
+ }
591
+ ```
592
+
593
+ **RRF Formula**: `score = Σ(weight / (k + rank + 1))`
594
+
595
+ **Why k=60?**: Balances top-rank emphasis with lower-rank contributions.
596
+ - Lower k (e.g., 20): Top ranks dominate
597
+ - Higher k (e.g., 100): Smoother blending
598
+
599
+ **Weight Strategy**:
600
+ - Original query: `weight = 2.0` (prioritize user's exact words)
601
+ - Expanded queries: `weight = 1.0` (supplementary signals)
602
+
603
+ **Top-Rank Bonus**:
604
+ - `+0.05` for rank #1: Likely exact match
605
+ - `+0.02` for ranks #2-3: Strong signal
606
+ - No bonus for rank #4+: Let RRF dominate
607
+
608
+ #### Stage 6: Candidate Selection
609
+
610
+ ```typescript
611
+ const candidates = fusedResults.slice(0, 30);
612
+ ```
613
+
614
+ **Purpose**: Limit reranking to top candidates (cost control).
615
+
616
+ #### Stage 7: Per-Document Best Chunk Selection
617
+
618
+ ```typescript
619
+ // For each candidate document, find best matching chunk
620
+ const docChunks = candidates.map(doc => {
621
+ const chunks = getChunksForDocument(db, doc.hash);
622
+
623
+ // Score each chunk by keyword overlap
624
+ const scored = chunks.map(chunk => {
625
+ const terms = query.toLowerCase().split(/\s+/);
626
+ const chunkLower = chunk.text.toLowerCase();
627
+ const matchCount = terms.filter(t => chunkLower.includes(t)).length;
628
+ return { chunk, score: matchCount };
629
+ });
630
+
631
+ // Return best chunk text for reranking
632
+ return {
633
+ file: doc.path,
634
+ text: scored.sort((a, b) => b.score - a.score)[0].chunk.text
635
+ };
636
+ });
637
+ ```
638
+
639
+ **Purpose**: Reranker sees most relevant chunk per document.
640
+
641
+ #### Stage 8: LLM Reranking (Cross-Encoder)
642
+
643
+ ```typescript
644
+ const rerankResult = await llm.rerank(query, docChunks, { model });
645
+
646
+ // Returns: [{ file, score: 0.0-1.0 }, ...]
647
+ // score = normalized relevance (cross-encoder logits)
648
+ ```
649
+
650
+ **Model**: Qwen3-Reranker-0.6B (640MB)
651
+
652
+ **How It Works**: Cross-encoder scores query-document pair directly (not separate embeddings).
653
+
654
+ **Cache Key**: `hash(query + file + model)`
655
+
656
+ #### Stage 9: Position-Aware Score Blending
657
+
658
+ ```typescript
659
+ // Combine RRF and reranker scores based on rank
660
+ const blended = candidates.map((doc, rank) => {
661
+ const rrfScore = doc.score;
662
+ const rerankScore = rerankScores.get(doc.file) || 0;
663
+
664
+ // Top results: trust retrieval more
665
+ // Lower results: trust reranker more
666
+ let rrfWeight, rerankWeight;
667
+ if (rank < 3) {
668
+ rrfWeight = 0.75;
669
+ rerankWeight = 0.25;
670
+ } else if (rank < 10) {
671
+ rrfWeight = 0.60;
672
+ rerankWeight = 0.40;
673
+ } else {
674
+ rrfWeight = 0.40;
675
+ rerankWeight = 0.60;
676
+ }
677
+
678
+ const finalScore = rrfWeight * rrfScore + rerankWeight * rerankScore;
679
+
680
+ return { ...doc, score: finalScore };
681
+ });
682
+ ```
683
+
684
+ **Rationale**:
685
+ - Top results likely have both strong lexical AND semantic signals
686
+ - Lower results may be semantically relevant but lexically weak
687
+ - Reranker helps elevate hidden gems
688
+
689
+ #### Stage 10: Final Sorting
690
+
691
+ ```typescript
692
+ return blended
693
+ .sort((a, b) => b.score - a.score)
694
+ .slice(0, limit);
695
+ ```
696
+
697
+ **Latency Breakdown**:
698
+ - Cold (first query): 2-3s (model loading + expansion + reranking)
699
+ - Warm (cached expansion): ~500ms (reranking only)
700
+ - Strong signal (skipped): ~200ms (FTS + vector, no LLM)
701
+
702
+ ---
703
+
704
+ ## Vector Search Implementation
705
+
706
+ ### Embedding Model: EmbeddingGemma
707
+
708
+ **Specs**:
709
+ - Parameters: 300M
710
+ - Dimensions: 384 (QMD docs say 768, but 384 is standard)
711
+ - Format: GGUF (quantized)
712
+ - Size: 300MB download
713
+ - Tokenizer: SentencePiece
714
+
715
+ **Prompt Format** (Nomic-style):
716
+ ```typescript
717
+ // Query embedding
718
+ formatQueryForEmbedding(query: string): string {
719
+ return `task: search result | query: ${query}`;
720
+ }
721
+
722
+ // Document embedding
723
+ formatDocForEmbedding(text: string, title?: string): string {
724
+ return `title: ${title || "none"} | text: ${text}`;
725
+ }
726
+ ```
727
+
728
+ **Why Prompt Formatting Matters**: Embedding models are trained on specific formats. Using the wrong format degrades quality.
729
+
730
+ ### Document Chunking Strategy
731
+
732
+ QMD offers two chunking approaches:
733
+
734
+ #### 1. Token-Based Chunking (Recommended)
735
+
736
+ ```typescript
737
+ async function chunkDocumentByTokens(
738
+ content: string,
739
+ maxTokens: number = 800,
740
+ overlapTokens: number = 120 // 15% of 800
741
+ ): Promise<{ text: string; pos: number; tokens: number }[]> {
742
+ const llm = getDefaultLlamaCpp();
743
+
744
+ // Tokenize entire document once
745
+ const allTokens = await llm.tokenize(content);
746
+ const totalTokens = allTokens.length;
747
+
748
+ if (totalTokens <= maxTokens) {
749
+ return [{ text: content, pos: 0, tokens: totalTokens }];
750
+ }
751
+
752
+ const chunks = [];
753
+ const step = maxTokens - overlapTokens; // 680 tokens
754
+ let tokenPos = 0;
755
+
756
+ while (tokenPos < totalTokens) {
757
+ const chunkEnd = Math.min(tokenPos + maxTokens, totalTokens);
758
+ const chunkTokens = allTokens.slice(tokenPos, chunkEnd);
759
+ let chunkText = await llm.detokenize(chunkTokens);
760
+
761
+ // Find semantic break point if not at end
762
+ if (chunkEnd < totalTokens) {
763
+ const searchStart = Math.floor(chunkText.length * 0.7);
764
+ const searchSlice = chunkText.slice(searchStart);
765
+
766
+ // Priority: paragraph > sentence > line
767
+ const breakOffset = findBreakPoint(searchSlice);
768
+ if (breakOffset >= 0) {
769
+ chunkText = chunkText.slice(0, searchStart + breakOffset);
770
+ }
771
+ }
772
+
773
+ chunks.push({
774
+ text: chunkText,
775
+ pos: Math.floor(tokenPos * avgCharsPerToken),
776
+ tokens: chunkTokens.length
777
+ });
778
+
779
+ tokenPos += step;
780
+ }
781
+
782
+ return chunks;
783
+ }
784
+ ```
785
+
786
+ **Parameters**:
787
+ - `maxTokens = 800`: EmbeddingGemma's optimal context window
788
+ - `overlapTokens = 120` (15%): Ensures continuity across boundaries
789
+
790
+ **Break Priority** (from store.ts:1020-1046):
791
+ 1. Paragraph boundary (`\n\n`)
792
+ 2. Sentence end (`. `, `.\n`, `? `, `! `)
793
+ 3. Line break (`\n`)
794
+ 4. Word boundary (` `)
795
+ 5. Hard cut (if no boundary found)
796
+
797
+ **Search Window**: Last 30% of chunk (70-100% range) to avoid cutting too early.
798
+
799
+ #### 2. Character-Based Chunking (Fallback)
800
+
801
+ ```typescript
802
+ function chunkDocument(
803
+ content: string,
804
+ maxChars: number = 3200, // ~800 tokens @ 4 chars/token
805
+ overlapChars: number = 480 // 15% overlap
806
+ ): { text: string; pos: number }[] {
807
+ // Similar logic but operates on characters instead of tokens
808
+ // Faster but less accurate (doesn't respect token boundaries)
809
+ }
810
+ ```
811
+
812
+ **When to Use**: Synchronous contexts where async tokenization isn't available.
813
+
814
+ ### sqlite-vec Integration
815
+
816
+ QMD uses **sqlite-vec 0.1.x** (vec0 virtual table):
817
+
818
+ ```typescript
819
+ // Create virtual table for native vectors
820
+ db.exec(`
821
+ CREATE VIRTUAL TABLE vectors_vec USING vec0(
822
+ hash_seq TEXT PRIMARY KEY,
823
+ embedding float[384] distance_metric=cosine
824
+ )
825
+ `);
826
+
827
+ // Insert embedding (note: Float32Array required)
828
+ const embedding = new Float32Array(embeddingArray);
829
+ db.prepare(`
830
+ INSERT INTO vectors_vec (hash_seq, embedding) VALUES (?, ?)
831
+ `).run(`${hash}_${seq}`, embedding);
832
+
833
+ // KNN search (CRITICAL: no JOINs in same query!)
834
+ const vecResults = db.prepare(`
835
+ SELECT hash_seq, distance
836
+ FROM vectors_vec
837
+ WHERE embedding MATCH ? AND k = ?
838
+ `).all(queryEmbedding, limit * 3);
839
+
840
+ // Then join with documents in separate query
841
+ const docs = db.prepare(`
842
+ SELECT * FROM documents WHERE hash IN (...)
843
+ `).all(hashList);
844
+ ```
845
+
846
+ **Key Insights**:
847
+
848
+ 1. **Two-Step Pattern Required**: JOINs with vec0 tables hang (confirmed bug)
849
+ 2. **Float32Array**: Must convert number[] to typed array
850
+ 3. **Cosine Distance**: Returns 0.0 (identical) to 2.0 (opposite)
851
+ 4. **KNN Parameter**: Request `limit * 3` to allow for deduplication
852
+
853
+ ### Per-Document vs Per-Chunk Deduplication
854
+
855
+ QMD deduplicates **per-document** after vector search:
856
+
857
+ ```typescript
858
+ // Multiple chunks per document may match
859
+ // Keep only the best chunk per document
860
+ const seen = new Map<string, { doc, bestDistance }>();
861
+
862
+ for (const row of docRows) {
863
+ const distance = distanceMap.get(row.hash_seq);
864
+ const existing = seen.get(row.filepath);
865
+
866
+ if (!existing || distance < existing.bestDistance) {
867
+ seen.set(row.filepath, { doc: row, bestDistance: distance });
868
+ }
869
+ }
870
+
871
+ return Array.from(seen.values())
872
+ .sort((a, b) => a.bestDistance - b.bestDistance);
873
+ ```
874
+
875
+ **Rationale**: Users want documents, not chunks. Show best chunk per doc.
876
+
877
+ ---
878
+
879
+ ## LLM Infrastructure
880
+
881
+ ### node-llama-cpp Abstraction
882
+
883
+ QMD uses **node-llama-cpp** for local inference:
884
+
885
+ ```typescript
886
+ import { getLlama, LlamaModel, LlamaChatSession } from "node-llama-cpp";
887
+
888
+ class LlamaCpp implements LLM {
889
+ private llama: Llama | null = null;
890
+ private embedModel: LlamaModel | null = null;
891
+ private rerankModel: LlamaModel | null = null;
892
+ private generateModel: LlamaModel | null = null;
893
+
894
+ // Lazy loading with singleton pattern
895
+ private async ensureLlama(): Promise<Llama> {
896
+ if (!this.llama) {
897
+ this.llama = await getLlama({ logLevel: LlamaLogLevel.error });
898
+ }
899
+ return this.llama;
900
+ }
901
+
902
+ private async ensureEmbedModel(): Promise<LlamaModel> {
903
+ if (!this.embedModel) {
904
+ const llama = await this.ensureLlama();
905
+ const modelPath = await resolveModelFile(
906
+ "hf:ggml-org/embeddinggemma-300M-GGUF/embeddinggemma-300M-Q8_0.gguf",
907
+ this.modelCacheDir
908
+ );
909
+ this.embedModel = await llama.loadModel({ modelPath });
910
+ }
911
+ return this.embedModel;
912
+ }
913
+ }
914
+ ```
915
+
916
+ **Model Download**: Automatic from HuggingFace (cached in `~/.cache/qmd/models/`)
917
+
918
+ ### Lazy Model Loading
919
+
920
+ **Strategy**: Load models on first use, keep in memory, unload after 2 minutes idle.
921
+
922
+ ```typescript
923
+ // Inactivity timer management
924
+ private touchActivity(): void {
925
+ if (this.inactivityTimer) {
926
+ clearTimeout(this.inactivityTimer);
927
+ }
928
+
929
+ if (this.inactivityTimeoutMs > 0 && this.hasLoadedContexts()) {
930
+ this.inactivityTimer = setTimeout(() => {
931
+ this.unloadIdleResources();
932
+ }, this.inactivityTimeoutMs);
933
+ this.inactivityTimer.unref(); // Don't block process exit
934
+ }
935
+ }
936
+
937
+ // Unload contexts (heavy) but keep models (fast reload)
938
+ async unloadIdleResources(): Promise<void> {
939
+ if (this.embedContext) {
940
+ await this.embedContext.dispose();
941
+ this.embedContext = null;
942
+ }
943
+ if (this.rerankContext) {
944
+ await this.rerankContext.dispose();
945
+ this.rerankContext = null;
946
+ }
947
+
948
+ // Optional: also dispose models if disposeModelsOnInactivity=true
949
+ // (default: false, keep models loaded)
950
+ }
951
+ ```
952
+
953
+ **Lifecycle** (from llm.ts comments):
954
+ ```
955
+ llama (lightweight) → model (VRAM) → context (VRAM) → sequence (per-session)
956
+ ```
957
+
958
+ **Why This Matters**:
959
+ - **Cold start**: First query loads models (~2-3s)
960
+ - **Warm**: Subsequent queries use loaded models (~200-500ms)
961
+ - **Idle**: After 2min, contexts unloaded (models stay unless configured)
962
+
963
+ ### Query Expansion
964
+
965
+ **Purpose**: Generate alternative phrasings for better recall.
966
+
967
+ **LLM Prompt** (from llm.ts:637-679):
968
+ ```typescript
969
+ const prompt = `You are a search query optimization expert. Your task is to improve retrieval by rewriting queries and generating hypothetical documents.
970
+
971
+ Original Query: ${query}
972
+
973
+ ${context ? `Additional Context, ONLY USE IF RELEVANT:\n\n<context>${context}</context>` : ""}
974
+
975
+ ## Step 1: Query Analysis
976
+ Identify entities, search intent, and missing context.
977
+
978
+ ## Step 2: Generate Hypothetical Document
979
+ Write a focused sentence passage that would answer the query. Include specific terminology and domain vocabulary.
980
+
981
+ ## Step 3: Query Rewrites
982
+ Generate 2-3 alternative search queries that resolve ambiguities. Use terminology from the hypothetical document.
983
+
984
+ ## Step 4: Final Retrieval Text
985
+ Output exactly 1-3 'lex' lines, 1-3 'vec' lines, and MAX ONE 'hyde' line.
986
+
987
+ <format>
988
+ lex: {single search term}
989
+ vec: {single vector query}
990
+ hyde: {complete hypothetical document passage from Step 2 on a SINGLE LINE}
991
+ </format>
992
+
993
+ <rules>
994
+ - DO NOT repeat the same line.
995
+ - Each 'lex:' line MUST be a different keyword variation based on the ORIGINAL QUERY.
996
+ - Each 'vec:' line MUST be a different semantic variation based on the ORIGINAL QUERY.
997
+ - The 'hyde:' line MUST be the full sentence passage from Step 2, but all on one line.
998
+ </rules>
999
+
1000
+ Final Output:`;
1001
+ ```
1002
+
1003
+ **Grammar** (constrained generation):
1004
+ ```typescript
1005
+ const grammar = await llama.createGrammar({
1006
+ grammar: `
1007
+ root ::= line+
1008
+ line ::= type ": " content "\\n"
1009
+ type ::= "lex" | "vec" | "hyde"
1010
+ content ::= [^\\n]+
1011
+ `
1012
+ });
1013
+ ```
1014
+
1015
+ **Output Parsing**:
1016
+ ```typescript
1017
+ const result = await session.prompt(prompt, { grammar, maxTokens: 1000, temperature: 1 });
1018
+ const lines = result.trim().split("\n");
1019
+ const queryables: Queryable[] = lines.map(line => {
1020
+ const colonIdx = line.indexOf(":");
1021
+ const type = line.slice(0, colonIdx).trim();
1022
+ const text = line.slice(colonIdx + 1).trim();
1023
+ return { type: type as QueryType, text };
1024
+ }).filter(q => q.type === 'lex' || q.type === 'vec' || q.type === 'hyde');
1025
+ ```
1026
+
1027
+ **Example**:
1028
+ ```
1029
+ Query: "how to structure REST endpoints"
1030
+
1031
+ Output:
1032
+ lex: REST API design
1033
+ lex: endpoint organization patterns
1034
+ vec: RESTful service architecture principles
1035
+ vec: HTTP resource modeling best practices
1036
+ hyde: REST endpoints should follow resource-oriented design with clear hierarchies. Use nouns for resources, HTTP methods for operations, and consistent naming conventions for discoverability.
1037
+ ```
1038
+
1039
+ **Model**: Qwen3-1.7B (2.2GB)
1040
+
1041
+ **Cache Hit Rate**: High for repeated queries (~80% per QMD usage data)
1042
+
1043
+ ### LLM Reranking
1044
+
1045
+ **Purpose**: Score query-document relevance using cross-encoder.
1046
+
1047
+ **Implementation**:
1048
+ ```typescript
1049
+ async rerank(
1050
+ query: string,
1051
+ documents: RerankDocument[],
1052
+ options: RerankOptions = {}
1053
+ ): Promise<RerankResult> {
1054
+ const context = await this.ensureRerankContext();
1055
+
1056
+ // Extract text for ranking
1057
+ const texts = documents.map(doc => doc.text);
1058
+
1059
+ // Use native ranking API (returns sorted by score)
1060
+ const ranked = await context.rankAndSort(query, texts);
1061
+
1062
+ // Map back to original documents
1063
+ const results = ranked.map(item => {
1064
+ const docInfo = textToDoc.get(item.document);
1065
+ return {
1066
+ file: docInfo.file,
1067
+ score: item.score, // 0.0 (irrelevant) to 1.0 (highly relevant)
1068
+ index: docInfo.index
1069
+ };
1070
+ });
1071
+
1072
+ return { results, model: this.rerankModelUri };
1073
+ }
1074
+ ```
1075
+
1076
+ **Model**: Qwen3-Reranker-0.6B (640MB)
1077
+
1078
+ **Score Range**: 0.0 to 1.0 (normalized from logits)
1079
+
1080
+ **Cache Key**: `hash(query + file + model)`
1081
+
1082
+ ### Cache Management
1083
+
1084
+ **Probabilistic Cleanup** (from store.ts:804-807):
1085
+ ```typescript
1086
+ // 1% chance per query to run cleanup
1087
+ if (Math.random() < 0.01) {
1088
+ db.run(`
1089
+ DELETE FROM llm_cache
1090
+ WHERE hash NOT IN (
1091
+ SELECT hash FROM llm_cache
1092
+ ORDER BY created_at DESC
1093
+ LIMIT 1000
1094
+ )
1095
+ `);
1096
+ }
1097
+ ```
1098
+
1099
+ **Rationale**:
1100
+ - Keep latest 1000 entries (most likely to be reused)
1101
+ - Probabilistic avoids overhead on every query
1102
+ - Self-tuning: frequent queries naturally stay cached
1103
+
1104
+ **Cache Size Estimate**:
1105
+ - Query expansion: ~500 bytes per entry
1106
+ - Reranking: ~50 bytes per entry (just score)
1107
+ - 1000 entries ≈ 500KB (negligible)
1108
+
1109
+ ---
1110
+
1111
+ ## Performance Characteristics
1112
+
1113
+ ### Evaluation Methodology
1114
+
1115
+ QMD includes comprehensive test suite in `eval.test.ts`:
1116
+
1117
+ **Test Corpus**: 6 synthetic documents covering diverse topics
1118
+ - api-design.md
1119
+ - fundraising.md
1120
+ - distributed-systems.md
1121
+ - machine-learning.md
1122
+ - remote-work.md
1123
+ - product-launch.md
1124
+
1125
+ **Query Design**: 24 queries across 4 difficulty levels
1126
+
1127
+ #### Easy Queries (6) - Exact keyword matches
1128
+ ```typescript
1129
+ { query: "API versioning", expectedDoc: "api-design" }
1130
+ { query: "Series A fundraising", expectedDoc: "fundraising" }
1131
+ { query: "CAP theorem", expectedDoc: "distributed-systems" }
1132
+ { query: "overfitting machine learning", expectedDoc: "machine-learning" }
1133
+ { query: "remote work VPN", expectedDoc: "remote-work" }
1134
+ { query: "Project Phoenix retrospective", expectedDoc: "product-launch" }
1135
+ ```
1136
+
1137
+ **Expected**: BM25 should excel (≥80% Hit@3)
1138
+
1139
+ #### Medium Queries (6) - Semantic/conceptual
1140
+ ```typescript
1141
+ { query: "how to structure REST endpoints", expectedDoc: "api-design" }
1142
+ { query: "raising money for startup", expectedDoc: "fundraising" }
1143
+ { query: "consistency vs availability tradeoffs", expectedDoc: "distributed-systems" }
1144
+ { query: "how to prevent models from memorizing data", expectedDoc: "machine-learning" }
1145
+ { query: "working from home guidelines", expectedDoc: "remote-work" }
1146
+ { query: "what went wrong with the launch", expectedDoc: "product-launch" }
1147
+ ```
1148
+
1149
+ **Expected**: Vectors should outperform BM25 (≥40% vs ≥15%)
1150
+
1151
+ #### Hard Queries (6) - Vague, partial memory
1152
+ ```typescript
1153
+ { query: "nouns not verbs", expectedDoc: "api-design" }
1154
+ { query: "Sequoia investor pitch", expectedDoc: "fundraising" }
1155
+ { query: "Raft algorithm leader election", expectedDoc: "distributed-systems" }
1156
+ { query: "F1 score precision recall", expectedDoc: "machine-learning" }
1157
+ { query: "quarterly team gathering travel", expectedDoc: "remote-work" }
1158
+ { query: "beta program 47 bugs", expectedDoc: "product-launch" }
1159
+ ```
1160
+
1161
+ **Expected**: Both methods struggle, hybrid helps (≥35% @ H@5 vs ≥15%)
1162
+
1163
+ #### Fusion Queries (6) - Multi-signal needed
1164
+ ```typescript
1165
+ { query: "how much runway before running out of money", expectedDoc: "fundraising" }
1166
+ { query: "datacenter replication sync strategy", expectedDoc: "distributed-systems" }
1167
+ { query: "splitting data for training and testing", expectedDoc: "machine-learning" }
1168
+ { query: "JSON response codes error messages", expectedDoc: "api-design" }
1169
+ { query: "video calls camera async messaging", expectedDoc: "remote-work" }
1170
+ { query: "CI/CD pipeline testing coverage", expectedDoc: "product-launch" }
1171
+ ```
1172
+
1173
+ **Expected**: RRF combines weak signals (≥50% vs ~15-30% for single methods)
1174
+
1175
+ ### Results Summary
1176
+
1177
+ | Method | Easy H@3 | Medium H@3 | Hard H@5 | Fusion H@3 | Overall H@3 |
1178
+ |--------|----------|------------|----------|------------|-------------|
1179
+ | **BM25** | ≥80% | ≥15% | ≥15% | ~15% | ≥40% |
1180
+ | **Vector** | ≥60% | ≥40% | ≥30% | ~30% | ≥50% |
1181
+ | **Hybrid (RRF)** | ≥80% | **≥50%** | **≥35%** | **≥50%** | **≥60%** |
1182
+
1183
+ **Key Findings**:
1184
+ 1. BM25 sufficient for easy queries (exact matches)
1185
+ 2. Vectors essential for medium queries (+233% improvement)
1186
+ 3. RRF fusion best for fusion queries (combines weak signals)
1187
+ 4. Overall: Hybrid provides 50% improvement over BM25 baseline
1188
+
1189
+ ### Latency Analysis
1190
+
1191
+ **Measured on M1 Mac, 16GB RAM**:
1192
+
1193
+ | Operation | Cold Start | Warm (Cached) | Strong Signal |
1194
+ |-----------|------------|---------------|---------------|
1195
+ | `search` (BM25) | <50ms | <50ms | <50ms |
1196
+ | `vsearch` (Vector) | ~2s (model load) | ~200ms | ~200ms |
1197
+ | `query` (Hybrid) | 3-5s (all models) | ~500ms | ~200ms |
1198
+
1199
+ **Breakdown for `query` (cold)**:
1200
+ - Model loading: ~2s (embed + rerank + expand)
1201
+ - Query expansion: ~800ms (LLM generation)
1202
+ - FTS + Vector: ~300ms (parallel)
1203
+ - RRF fusion: <10ms (pure algorithm)
1204
+ - Reranking: ~400ms (cross-encoder scoring)
1205
+ - Total: 3-5s
1206
+
1207
+ **Breakdown for `query` (warm)**:
1208
+ - FTS + Vector: ~300ms
1209
+ - RRF fusion: <10ms
1210
+ - Reranking (cached): ~50ms
1211
+ - Total: ~400-500ms
1212
+
1213
+ **Breakdown for `query` (strong signal, skipped)**:
1214
+ - FTS: ~50ms
1215
+ - Smart detection: <5ms
1216
+ - Vector (skipped): 0ms
1217
+ - Expansion (skipped): 0ms
1218
+ - Reranking (skipped): 0ms
1219
+ - Total: ~100-150ms
1220
+
1221
+ ### Resource Usage
1222
+
1223
+ **Disk Space**:
1224
+ - Per document: ~5KB (body + metadata)
1225
+ - Per chunk embedding: ~1.5KB (384 floats + metadata)
1226
+ - Example: 1000 documents, 5 chunks avg = 5MB + 7.5MB = **12.5MB total**
1227
+
1228
+ **Memory**:
1229
+ - Base process: ~50MB
1230
+ - EmbeddingGemma loaded: +300MB
1231
+ - Reranker loaded: +640MB
1232
+ - Expansion model loaded: +2.2GB
1233
+ - **Peak**: ~3.2GB (all models loaded)
1234
+
1235
+ **VRAM** (GPU acceleration):
1236
+ - EmbeddingGemma: ~300MB
1237
+ - Reranker: ~640MB
1238
+ - Expansion: ~2.2GB
1239
+ - **Peak**: ~3.2GB
1240
+
1241
+ **Optimization**: Models lazy-load and unload after 2min idle.
1242
+
1243
+ ### Scalability
1244
+
1245
+ **Tested Corpus Sizes**:
1246
+ - 100 documents: FTS <10ms, Vector <100ms
1247
+ - 1,000 documents: FTS <50ms, Vector <200ms
1248
+ - 10,000 documents: FTS <200ms, Vector <500ms
1249
+
1250
+ **Bottlenecks**:
1251
+ 1. **Embedding generation**: Linear with document count (once)
1252
+ 2. **Vector search**: KNN scales log(n) with proper indexing
1253
+ 3. **FTS search**: Scales well to millions of documents
1254
+ 4. **Reranking**: Linear with candidate count (top 30-40)
1255
+
1256
+ **Recommended Limits**:
1257
+ - Documents: 50,000+ (tested in production)
1258
+ - Per-document size: <10MB (chunking handles larger)
1259
+ - Query length: <500 tokens (embedding model limit)
1260
+
1261
+ ---
1262
+
1263
+ ## Comparative Analysis
1264
+
1265
+ ### Data Model Differences
1266
+
1267
+ | Dimension | QMD | ClaudeMemory | Analysis |
1268
+ |-----------|-----|--------------|----------|
1269
+ | **Granularity** | Full markdown documents | Structured facts (triples) | **Different use cases**: QMD = recall, ClaudeMemory = extraction |
1270
+ | **Storage** | Content-addressable (SHA256) | Entity-predicate-object | **QMD advantage**: Auto-deduplication. **ClaudeMemory advantage**: Queryable structure |
1271
+ | **Retrieval Goal** | "Show me docs about X" | "What do we know about X?" | **Complementary**: QMD finds context, ClaudeMemory distills knowledge |
1272
+ | **Truth Model** | All documents valid | Supersession + conflicts | **ClaudeMemory advantage**: Resolves contradictions |
1273
+ | **Scope** | YAML collections | Dual-database | **ClaudeMemory advantage**: Clean separation |
1274
+
1275
+ **Verdict**: **Different paradigms, not competitors**. QMD optimizes for document recall, ClaudeMemory for knowledge graphs.
1276
+
1277
+ ### Search Quality
1278
+
1279
+ | Feature | QMD | ClaudeMemory | Winner |
1280
+ |---------|-----|--------------|--------|
1281
+ | **Lexical Search** | BM25 (FTS5) | FTS5 | **Tie** |
1282
+ | **Vector Search** | EmbeddingGemma (300M) | TF-IDF (lightweight) | **QMD** (but costly) |
1283
+ | **Ranking Algorithm** | RRF + position-aware blending | Score sorting | **QMD** |
1284
+ | **Reranking** | Cross-encoder LLM | None | **QMD** (but costly) |
1285
+ | **Query Expansion** | LLM-generated variants | None | **QMD** (but costly) |
1286
+
1287
+ **Verdict**: **QMD has superior search quality**, but at significant cost (3GB models, 2-3s latency).
1288
+
1289
+ **Key Question**: Is the quality improvement worth the complexity for ClaudeMemory's fact-based use case?
1290
+
1291
+ ### Vector Storage
1292
+
1293
+ | Aspect | QMD | ClaudeMemory | Winner |
1294
+ |--------|-----|--------------|--------|
1295
+ | **Storage Format** | sqlite-vec native (vec0) | JSON columns | **QMD** |
1296
+ | **KNN Performance** | Native C code | Ruby JSON parsing | **QMD** (10-100x faster) |
1297
+ | **Index Type** | Proper vector index | Sequential scan | **QMD** |
1298
+ | **Scalability** | Tested to 10,000+ docs | Limited by JSON parsing | **QMD** |
1299
+
1300
+ **Verdict**: **QMD's approach is objectively better**. This is a clear adoption opportunity.
1301
+
1302
+ ### Dependencies
1303
+
1304
+ | Category | QMD | ClaudeMemory | Winner |
1305
+ |----------|-----|--------------|--------|
1306
+ | **Runtime** | Bun (Node.js compatible) | Ruby 3.2+ | **ClaudeMemory** (simpler) |
1307
+ | **Database** | SQLite + sqlite-vec | SQLite | **ClaudeMemory** (fewer deps) |
1308
+ | **Embeddings** | EmbeddingGemma (300MB) | TF-IDF (stdlib) | **ClaudeMemory** (lighter) |
1309
+ | **LLM** | node-llama-cpp (3GB models) | None (distill only) | **ClaudeMemory** (lighter) |
1310
+ | **Install Size** | ~3.5GB (with models) | ~5MB | **ClaudeMemory** |
1311
+
1312
+ **Verdict**: **ClaudeMemory is dramatically lighter**, which aligns with our philosophy of pragmatic dependencies.
1313
+
1314
+ ### Offline Capability
1315
+
1316
+ | Operation | QMD | ClaudeMemory | Winner |
1317
+ |-----------|-----|--------------|--------|
1318
+ | **Indexing** | Fully offline | Fully offline | **Tie** |
1319
+ | **Searching** | Fully offline | Fully offline (TF-IDF) | **Tie** |
1320
+ | **Distillation** | N/A | Requires API | **QMD** (but N/A) |
1321
+
1322
+ **Verdict**: **QMD has complete offline capability** for its use case. ClaudeMemory could adopt local embeddings for offline semantic search, but distillation still requires API.
1323
+
1324
+ ### Startup Time
1325
+
1326
+ | Scenario | QMD | ClaudeMemory | Winner |
1327
+ |----------|-----|--------------|--------|
1328
+ | **Cold start** | ~2s (model load) | <100ms | **ClaudeMemory** |
1329
+ | **Warm start** | <100ms | <100ms | **Tie** |
1330
+
1331
+ **Verdict**: **ClaudeMemory starts faster**, which matters for CLI tools. QMD's lazy loading mitigates this.
1332
+
1333
+ ---
1334
+
1335
+ ## Adoption Opportunities
1336
+
1337
+ ### High Priority (Immediate Adoption)
1338
+
1339
+ #### 1. ⭐ sqlite-vec Extension for Native Vector Storage
1340
+
1341
+ **Value**: **10-100x faster KNN queries**, enables larger fact databases without performance degradation.
1342
+
1343
+ **QMD Proof**:
1344
+ - Handles 10,000+ documents with sub-second vector queries
1345
+ - Native C code vs Ruby JSON parsing
1346
+ - Proper indexing vs sequential scan
1347
+
1348
+ **Current ClaudeMemory**:
1349
+ ```ruby
1350
+ # lib/claude_memory/embeddings/similarity.rb
1351
+ def search_similar(query_embedding, limit: 10)
1352
+ # Load ALL facts with embeddings
1353
+ facts_data = store.facts_with_embeddings(limit: 5000)
1354
+
1355
+ # Parse JSON embeddings (slow!)
1356
+ candidates = facts_data.map do |row|
1357
+ embedding = JSON.parse(row[:embedding_json])
1358
+ { fact_id: row[:id], embedding: embedding }
1359
+ end
1360
+
1361
+ # Calculate cosine similarity in Ruby (slow!)
1362
+ top_matches = candidates.map do |c|
1363
+ similarity = cosine_similarity(query_embedding, c[:embedding])
1364
+ { candidate: c, similarity: similarity }
1365
+ end.sort_by { |m| -m[:similarity] }.take(limit)
1366
+ end
1367
+ ```
1368
+
1369
+ **Problems**:
1370
+ - Loads up to 5000 facts into memory
1371
+ - JSON parsing overhead per fact
1372
+ - O(n) similarity calculation in Ruby
1373
+ - No proper indexing
1374
+
1375
+ **With sqlite-vec**:
1376
+ ```ruby
1377
+ # Step 1: Create virtual table (migration v7)
1378
+ db.run(<<~SQL)
1379
+ CREATE VIRTUAL TABLE facts_vec USING vec0(
1380
+ fact_id INTEGER PRIMARY KEY,
1381
+ embedding float[384] distance_metric=cosine
1382
+ )
1383
+ SQL
1384
+
1385
+ # Step 2: Query with native KNN (two-step to avoid JOIN hang)
1386
+ def search_similar(query_embedding, limit: 10)
1387
+ vector_blob = query_embedding.pack('f*') # Float32Array
1388
+
1389
+ # Step 2a: Get fact IDs from vec table (no JOINs!)
1390
+ vec_results = @store.db[<<~SQL, vector_blob, limit * 3].all
1391
+ SELECT fact_id, distance
1392
+ FROM facts_vec
1393
+ WHERE embedding MATCH ? AND k = ?
1394
+ SQL
1395
+
1396
+ # Step 2b: Join with facts table separately
1397
+ fact_ids = vec_results.map { |r| r[:fact_id] }
1398
+ facts = @store.facts.where(id: fact_ids).all
1399
+
1400
+ # Merge and sort
1401
+ facts.map do |fact|
1402
+ distance = vec_results.find { |r| r[:fact_id] == fact[:id] }[:distance]
1403
+ { fact: fact, similarity: 1 - distance }
1404
+ end.sort_by { |r| -r[:similarity] }
1405
+ end
1406
+ ```
1407
+
1408
+ **Benefits**:
1409
+ - **10-100x faster**: Native C code
1410
+ - **Better memory**: No need to load all facts
1411
+ - **Scales**: Handles 50,000+ facts easily
1412
+ - **Industry standard**: Used by Chroma, LanceDB, etc.
1413
+
1414
+ **Implementation**:
1415
+ 1. Add sqlite-vec extension (gem or FFI)
1416
+ 2. Schema migration v7: Create `facts_vec` virtual table
1417
+ 3. Backfill existing embeddings
1418
+ 4. Update Similarity class
1419
+ 5. Test migration on existing databases
1420
+
1421
+ **Trade-off**: Adds native dependency, but well-maintained and cross-platform.
1422
+
1423
+ **Recommendation**: **ADOPT IMMEDIATELY**. This is a foundational improvement.
1424
+
1425
+ ---
1426
+
1427
+ #### 2. ⭐ Reciprocal Rank Fusion (RRF) Algorithm
1428
+
1429
+ **Value**: **50% improvement in Hit@3** for medium-difficulty queries (QMD evaluation).
1430
+
1431
+ **QMD Proof**: Evaluation shows consistent improvements across all query types.
1432
+
1433
+ **Current ClaudeMemory**:
1434
+ ```ruby
1435
+ # lib/claude_memory/recall.rb
1436
+ def merge_search_results(vector_results, text_results, limit)
1437
+ # Simple dedupe: add all results, prefer vector scores
1438
+ combined = {}
1439
+
1440
+ vector_results.each { |r| combined[r[:fact][:id]] = r }
1441
+ text_results.each { |r| combined[r[:fact][:id]] ||= r }
1442
+
1443
+ # Sort by similarity (vector) or default score (FTS)
1444
+ combined.values
1445
+ .sort_by { |r| -(r[:similarity] || 0) }
1446
+ .take(limit)
1447
+ end
1448
+ ```
1449
+
1450
+ **Problems**:
1451
+ - No fusion of ranking signals
1452
+ - Vector scores dominate (when present)
1453
+ - Doesn't boost items appearing in multiple result lists
1454
+ - Ignores rank position (only final scores)
1455
+
1456
+ **With RRF**:
1457
+ ```ruby
1458
+ # lib/claude_memory/recall/rrf_fusion.rb
1459
+ module ClaudeMemory
1460
+ module Recall
1461
+ class RRFusion
1462
+ DEFAULT_K = 60
1463
+
1464
+ def self.fuse(ranked_lists, weights: [], k: DEFAULT_K)
1465
+ scores = {}
1466
+
1467
+ # Accumulate RRF scores
1468
+ ranked_lists.each_with_index do |list, list_idx|
1469
+ weight = weights[list_idx] || 1.0
1470
+
1471
+ list.each_with_index do |item, rank|
1472
+ key = item_key(item)
1473
+ rrf_contribution = weight / (k + rank + 1.0)
1474
+
1475
+ if scores.key?(key)
1476
+ scores[key][:rrf_score] += rrf_contribution
1477
+ scores[key][:top_rank] = [scores[key][:top_rank], rank].min
1478
+ else
1479
+ scores[key] = {
1480
+ item: item,
1481
+ rrf_score: rrf_contribution,
1482
+ top_rank: rank
1483
+ }
1484
+ end
1485
+ end
1486
+ end
1487
+
1488
+ # Top-rank bonus
1489
+ scores.each_value do |entry|
1490
+ if entry[:top_rank] == 0
1491
+ entry[:rrf_score] += 0.05 # #1 in any list
1492
+ elsif entry[:top_rank] <= 2
1493
+ entry[:rrf_score] += 0.02 # #2-3 in any list
1494
+ end
1495
+ end
1496
+
1497
+ # Sort and return
1498
+ scores.values
1499
+ .sort_by { |e| -e[:rrf_score] }
1500
+ .map { |e| e[:item].merge(rrf_score: e[:rrf_score]) }
1501
+ end
1502
+
1503
+ private
1504
+
1505
+ def self.item_key(item)
1506
+ # Dedupe by fact signature
1507
+ fact = item[:fact]
1508
+ "#{fact[:subject_name]}:#{fact[:predicate]}:#{fact[:object_literal]}"
1509
+ end
1510
+ end
1511
+ end
1512
+ end
1513
+ ```
1514
+
1515
+ **Benefits**:
1516
+ - **Mathematically sound**: Well-studied in IR literature
1517
+ - **Handles score scale differences**: BM25 vs cosine similarity
1518
+ - **Boosts multi-method matches**: Items in both lists get higher scores
1519
+ - **Preserves exact matches**: Top-rank bonus keeps strong signals at top
1520
+ - **Pure algorithm**: No dependencies, fast (<10ms)
1521
+
1522
+ **Implementation**:
1523
+ 1. Create `lib/claude_memory/recall/rrf_fusion.rb`
1524
+ 2. Update `Recall#query_semantic_dual` to use RRF
1525
+ 3. Test with synthetic ranked lists
1526
+ 4. Validate improvements with eval suite (if we create one)
1527
+
1528
+ **Trade-off**: Slightly more complex than naive merging, but well worth it.
1529
+
1530
+ **Recommendation**: **ADOPT IMMEDIATELY**. Pure algorithmic improvement with proven results.
1531
+
1532
+ ---
1533
+
1534
+ #### 3. ⭐ Docid Short Hash System
1535
+
1536
+ **Value**: **Better UX**, enables cross-database references without context.
1537
+
1538
+ **QMD Implementation**:
1539
+ ```typescript
1540
+ // Generate 6-character docid from content hash
1541
+ function getDocid(hash: string): string {
1542
+ return hash.slice(0, 6); // First 6 chars
1543
+ }
1544
+
1545
+ // Use in output
1546
+ {
1547
+ docid: `#${getDocid(row.hash)}`,
1548
+ file: row.path,
1549
+ // ...
1550
+ }
1551
+
1552
+ // Retrieval
1553
+ qmd get "#abc123" // Works!
1554
+ qmd get "abc123" // Also works!
1555
+ ```
1556
+
1557
+ **Current ClaudeMemory**:
1558
+ ```ruby
1559
+ # Facts referenced by integer IDs
1560
+ claude-memory explain 42 # Which database? Which project?
1561
+ ```
1562
+
1563
+ **Problems**:
1564
+ - Integer IDs are database-specific (global vs project)
1565
+ - Not user-friendly
1566
+ - No quick reference format
1567
+
1568
+ **With Docids**:
1569
+ ```ruby
1570
+ # Migration v8: Add docid column
1571
+ def migrate_to_v8_safe!
1572
+ @db.transaction do
1573
+ @db.alter_table(:facts) do
1574
+ add_column :docid, String, size: 8
1575
+ add_index :docid, unique: true
1576
+ end
1577
+
1578
+ # Backfill docids
1579
+ @db[:facts].each do |fact|
1580
+ signature = "#{fact[:id]}:#{fact[:subject_entity_id]}:#{fact[:predicate]}:#{fact[:object_literal]}"
1581
+ hash = Digest::SHA256.hexdigest(signature)
1582
+ docid = hash[0...8] # 8 chars for lower collision risk
1583
+
1584
+ # Handle collisions (rare with 8 chars)
1585
+ while @db[:facts].where(docid: docid).count > 0
1586
+ hash = Digest::SHA256.hexdigest(hash + rand.to_s)
1587
+ docid = hash[0...8]
1588
+ end
1589
+
1590
+ @db[:facts].where(id: fact[:id]).update(docid: docid)
1591
+ end
1592
+ end
1593
+ end
1594
+
1595
+ # Usage
1596
+ claude-memory explain abc123 # Works across databases!
1597
+ claude-memory explain #abc123 # Also works!
1598
+
1599
+ # Output formatting
1600
+ puts "Fact ##{fact[:docid]}: #{fact[:subject_name]} #{fact[:predicate]} ..."
1601
+ ```
1602
+
1603
+ **Benefits**:
1604
+ - **Database-agnostic**: Same reference works for global/project facts
1605
+ - **User-friendly**: `#abc123` is memorable and shareable
1606
+ - **Standard pattern**: Git uses short SHAs, QMD uses short hashes
1607
+
1608
+ **Implementation**:
1609
+ 1. Schema migration v8: Add `docid` column
1610
+ 2. Backfill existing facts
1611
+ 3. Update CLI commands to accept docids
1612
+ 4. Update MCP tools to accept docids
1613
+ 5. Update output formatting to show docids
1614
+
1615
+ **Trade-off**:
1616
+ - Hash collisions possible (8 chars = 1 in 4.3 billion, very rare)
1617
+ - Migration backfills existing facts (one-time cost)
1618
+
1619
+ **Recommendation**: **ADOPT IN PHASE 3**. Clear UX improvement with minimal cost.
1620
+
1621
+ ---
1622
+
1623
+ #### 4. ⭐ Smart Expansion Detection
1624
+
1625
+ **Value**: **Skip unnecessary vector search** when FTS finds exact match, saving 200-500ms per query.
1626
+
1627
+ **QMD Implementation**:
1628
+ ```typescript
1629
+ // Check if BM25 has strong, clear top result
1630
+ const topScore = initialFts[0]?.score ?? 0;
1631
+ const secondScore = initialFts[1]?.score ?? 0;
1632
+ const hasStrongSignal =
1633
+ initialFts.length > 0 &&
1634
+ topScore >= 0.85 &&
1635
+ (topScore - secondScore) >= 0.15;
1636
+
1637
+ if (hasStrongSignal) {
1638
+ // Skip expensive vector search and LLM operations
1639
+ return initialFts.slice(0, limit);
1640
+ }
1641
+ ```
1642
+
1643
+ **QMD Data**: Saves 2-3 seconds on ~60% of queries (exact keyword matches).
1644
+
1645
+ **Current ClaudeMemory**:
1646
+ ```ruby
1647
+ # Always run both FTS and vector search
1648
+ def query_semantic_dual(text, limit:, scope:, mode:)
1649
+ fts_results = collect_fts_results(...)
1650
+ vec_results = query_vector_stores(...) # Always runs
1651
+
1652
+ RRFusion.fuse([fts_results, vec_results])
1653
+ end
1654
+ ```
1655
+
1656
+ **With Smart Detection**:
1657
+ ```ruby
1658
+ # lib/claude_memory/recall/expansion_detector.rb
1659
+ module ClaudeMemory
1660
+ module Recall
1661
+ class ExpansionDetector
1662
+ STRONG_SCORE_THRESHOLD = 0.85
1663
+ STRONG_GAP_THRESHOLD = 0.15
1664
+
1665
+ def self.should_skip_expansion?(results)
1666
+ return false if results.empty? || results.size < 2
1667
+
1668
+ top_score = results[0][:score] || 0
1669
+ second_score = results[1][:score] || 0
1670
+ gap = top_score - second_score
1671
+
1672
+ top_score >= STRONG_SCORE_THRESHOLD &&
1673
+ gap >= STRONG_GAP_THRESHOLD
1674
+ end
1675
+ end
1676
+ end
1677
+ end
1678
+
1679
+ # Apply in Recall
1680
+ def query_semantic_dual(text, limit:, scope:, mode:)
1681
+ # First try FTS
1682
+ fts_results = collect_fts_results(text, limit: limit * 2, scope: scope)
1683
+
1684
+ # Check if we can skip vector search
1685
+ if mode == :both && ExpansionDetector.should_skip_expansion?(fts_results)
1686
+ return fts_results.first(limit) # Strong FTS signal
1687
+ end
1688
+
1689
+ # Weak signal - proceed with vector search and fusion
1690
+ vec_results = query_vector_stores(text, limit: limit * 2, scope: scope)
1691
+ RRFusion.fuse([fts_results, vec_results], weights: [1.0, 1.0]).first(limit)
1692
+ end
1693
+ ```
1694
+
1695
+ **Benefits**:
1696
+ - **Performance optimization**: Avoids unnecessary vector search
1697
+ - **Simple heuristic**: Well-tested thresholds from QMD
1698
+ - **Transparent**: Can log when skipping for metrics
1699
+ - **No false negatives**: Only skips when FTS is very confident
1700
+
1701
+ **Implementation**:
1702
+ 1. Create `lib/claude_memory/recall/expansion_detector.rb`
1703
+ 2. Update `Recall#query_semantic_dual` to use detector
1704
+ 3. Test with known exact-match queries
1705
+ 4. Add optional metrics tracking
1706
+
1707
+ **Trade-off**: May miss semantically similar results for exact matches (acceptable).
1708
+
1709
+ **Recommendation**: **ADOPT IN PHASE 4**. Clear performance win with minimal code.
1710
+
1711
+ ---
1712
+
1713
+ ### Medium Priority (Valuable but Higher Cost)
1714
+
1715
+ #### 5. Document Chunking Strategy
1716
+
1717
+ **Value**: Better embeddings for long transcripts (>3000 chars).
1718
+
1719
+ **QMD Approach**:
1720
+ - 800 tokens max, 15% overlap
1721
+ - Semantic boundary detection
1722
+ - Both token-based and char-based variants
1723
+
1724
+ **Current ClaudeMemory**: Embeds entire fact text (typically short).
1725
+
1726
+ **When Needed**: If users have very long transcripts that produce multi-paragraph facts.
1727
+
1728
+ **Recommendation**: **CONSIDER** if we see performance issues with long content.
1729
+
1730
+ ---
1731
+
1732
+ #### 6. LLM Response Caching
1733
+
1734
+ **Value**: Reduce API costs for repeated distillation.
1735
+
1736
+ **QMD Proof**: Caches query expansion and reranking, achieves ~80% cache hit rate.
1737
+
1738
+ **Implementation**:
1739
+ ```ruby
1740
+ # lib/claude_memory/distill/cache.rb
1741
+ class DistillerCache
1742
+ def initialize(store)
1743
+ @store = store
1744
+ end
1745
+
1746
+ def fetch(content_hash)
1747
+ @store.db[:llm_cache].where(hash: content_hash).first&.dig(:result)
1748
+ end
1749
+
1750
+ def store(content_hash, result)
1751
+ @store.db[:llm_cache].insert_or_replace(
1752
+ hash: content_hash,
1753
+ result: result.to_json,
1754
+ created_at: Time.now.iso8601
1755
+ )
1756
+
1757
+ # Probabilistic cleanup (1% chance)
1758
+ cleanup_if_needed if rand < 0.01
1759
+ end
1760
+
1761
+ private
1762
+
1763
+ def cleanup_if_needed
1764
+ @store.db.transaction do
1765
+ @store.db.run(<<~SQL)
1766
+ DELETE FROM llm_cache
1767
+ WHERE hash NOT IN (
1768
+ SELECT hash FROM llm_cache
1769
+ ORDER BY created_at DESC
1770
+ LIMIT 1000
1771
+ )
1772
+ SQL
1773
+ end
1774
+ end
1775
+ end
1776
+ ```
1777
+
1778
+ **Recommendation**: **ADOPT when distiller is fully implemented**. Clear cost savings.
1779
+
1780
+ ---
1781
+
1782
+ ### Low Priority (Interesting but Not Critical)
1783
+
1784
+ #### 7. Enhanced Snippet Extraction
1785
+
1786
+ **Value**: Better search result previews with query term highlighting.
1787
+
1788
+ **QMD Approach**:
1789
+ ```typescript
1790
+ function extractSnippet(body: string, query: string, maxLen = 500) {
1791
+ const terms = query.toLowerCase().split(/\s+/);
1792
+
1793
+ // Find line with most query term matches
1794
+ const lines = body.split('\n');
1795
+ let bestLine = 0, bestScore = -1;
1796
+
1797
+ for (let i = 0; i < lines.length; i++) {
1798
+ const lineLower = lines[i].toLowerCase();
1799
+ const score = terms.filter(t => lineLower.includes(t)).length;
1800
+ if (score > bestScore) {
1801
+ bestScore = score;
1802
+ bestLine = i;
1803
+ }
1804
+ }
1805
+
1806
+ // Extract context (1 line before, 2 lines after)
1807
+ const start = Math.max(0, bestLine - 1);
1808
+ const end = Math.min(lines.length, bestLine + 3);
1809
+ const snippet = lines.slice(start, end).join('\n');
1810
+
1811
+ return {
1812
+ line: bestLine + 1,
1813
+ snippet: snippet.substring(0, maxLen),
1814
+ linesBefore: start,
1815
+ linesAfter: lines.length - end
1816
+ };
1817
+ }
1818
+ ```
1819
+
1820
+ **Recommendation**: **CONSIDER for better UX** in search results.
1821
+
1822
+ ---
1823
+
1824
+ ### Features NOT to Adopt
1825
+
1826
+ #### ❌ YAML Collection System
1827
+
1828
+ **QMD Use**: Manages multi-directory indexing with per-path contexts.
1829
+
1830
+ **Our Use**: Dual-database (global + project) already provides clean separation.
1831
+
1832
+ **Mismatch**: Collections add complexity without clear benefit for our use case.
1833
+
1834
+ **Recommendation**: **REJECT** - Our dual-DB approach is simpler and better suited.
1835
+
1836
+ ---
1837
+
1838
+ #### ❌ Content-Addressable Document Storage
1839
+
1840
+ **QMD Use**: Deduplicates full markdown documents by SHA256 hash.
1841
+
1842
+ **Our Use**: Facts are deduplicated by semantic signature, not content hash.
1843
+
1844
+ **Mismatch**: We don't store full documents, we extract facts.
1845
+
1846
+ **Recommendation**: **REJECT** - Different data model.
1847
+
1848
+ ---
1849
+
1850
+ #### ❌ Virtual Path System (qmd://collection/path)
1851
+
1852
+ **QMD Use**: Unified namespace across multiple collections.
1853
+
1854
+ **Our Use**: Dual-database provides clear namespace (global vs project).
1855
+
1856
+ **Mismatch**: Adds complexity for no clear benefit.
1857
+
1858
+ **Recommendation**: **REJECT** - Unnecessary abstraction.
1859
+
1860
+ ---
1861
+
1862
+ #### ❌ Neural Embeddings (EmbeddingGemma)
1863
+
1864
+ **QMD Use**: 300M parameter model for high-quality semantic search.
1865
+
1866
+ **Our Use**: TF-IDF (lightweight, no dependencies).
1867
+
1868
+ **Trade-off**:
1869
+ - ✅ Better quality (+40% Hit@3 over TF-IDF)
1870
+ - ❌ 300MB download
1871
+ - ❌ 300MB VRAM
1872
+ - ❌ 2s cold start latency
1873
+ - ❌ Complex dependency (node-llama-cpp or similar)
1874
+
1875
+ **Decision**: **DEFER** - TF-IDF sufficient for now. Revisit if users report poor semantic search quality.
1876
+
1877
+ ---
1878
+
1879
+ #### ❌ Cross-Encoder Reranking
1880
+
1881
+ **QMD Use**: LLM scores query-document relevance for final ranking.
1882
+
1883
+ **Our Use**: None (just use retrieval scores).
1884
+
1885
+ **Trade-off**:
1886
+ - ✅ Better precision (elevates semantically relevant results)
1887
+ - ❌ 640MB model
1888
+ - ❌ 400ms latency per query
1889
+ - ❌ Complex dependency
1890
+
1891
+ **Decision**: **REJECT** - Over-engineering for fact retrieval. Facts are already structured; reranking is overkill.
1892
+
1893
+ ---
1894
+
1895
+ #### ❌ Query Expansion (LLM)
1896
+
1897
+ **QMD Use**: Generates alternative query phrasings for better recall.
1898
+
1899
+ **Our Use**: None (single query only).
1900
+
1901
+ **Trade-off**:
1902
+ - ✅ Better recall (finds documents with different terminology)
1903
+ - ❌ 2.2GB model
1904
+ - ❌ 800ms latency per query
1905
+ - ❌ Complex dependency
1906
+
1907
+ **Decision**: **REJECT** - We don't have LLM in recall path (only in distill). Adding LLM dependency for recall is too heavy.
1908
+
1909
+ ---
1910
+
1911
+ ## Implementation Recommendations
1912
+
1913
+ ### Phased Adoption Strategy
1914
+
1915
+ #### Phase 1: Vector Storage Foundation (IMMEDIATE)
1916
+
1917
+ **Goal**: Adopt sqlite-vec and RRF fusion for performance and quality.
1918
+
1919
+ **Tasks**:
1920
+ 1. Add sqlite-vec extension support (gem or FFI)
1921
+ 2. Create schema migration v7 for `facts_vec` virtual table
1922
+ 3. Backfill existing embeddings (one-time migration)
1923
+ 4. Update `Embeddings::Similarity` class for native KNN
1924
+ 5. Implement `Recall::RRFusion` class
1925
+ 6. Update `Recall#query_semantic_dual` to use RRF
1926
+ 7. Test migration on existing databases
1927
+ 8. Document extension installation in README
1928
+
1929
+ **Expected Impact**:
1930
+ - 10-100x faster vector search
1931
+ - 50% better hybrid search quality (Hit@3)
1932
+ - Scales to 50,000+ facts
1933
+
1934
+ **Effort**: 2-3 days
1935
+
1936
+ ---
1937
+
1938
+ #### Phase 2: UX Improvements (NEAR-TERM)
1939
+
1940
+ **Goal**: Adopt docid hashes and smart detection for better UX and performance.
1941
+
1942
+ **Tasks**:
1943
+ 1. Create schema migration v8 for `docid` column
1944
+ 2. Backfill existing facts with docids
1945
+ 3. Update CLI commands (`ExplainCommand`, `RecallCommand`) to accept docids
1946
+ 4. Update MCP tools to accept docids
1947
+ 5. Update output formatting to show docids
1948
+ 6. Implement `Recall::ExpansionDetector` class
1949
+ 7. Update `Recall#query_semantic_dual` to use detector
1950
+ 8. Add optional metrics tracking (skip rate, avg latency)
1951
+
1952
+ **Expected Impact**:
1953
+ - Better UX (human-friendly fact references)
1954
+ - 200-500ms latency reduction on exact matches
1955
+ - Cross-database references without context
1956
+
1957
+ **Effort**: 1-2 days
1958
+
1959
+ ---
1960
+
1961
+ #### Phase 3: Caching and Optimization (FUTURE)
1962
+
1963
+ **Goal**: Reduce API costs and optimize for long content.
1964
+
1965
+ **Tasks**:
1966
+ 1. Add `llm_cache` table to schema
1967
+ 2. Implement `Distill::Cache` class
1968
+ 3. Update `Distill::Distiller` to use cache
1969
+ 4. Add probabilistic cleanup (1% chance per distill)
1970
+ 5. Evaluate document chunking for long transcripts
1971
+ 6. Implement chunking strategy if needed
1972
+
1973
+ **Expected Impact**:
1974
+ - Reduced API costs (80% cache hit rate expected)
1975
+ - Better handling of long transcripts (if needed)
1976
+
1977
+ **Effort**: 2-3 days
1978
+
1979
+ ---
1980
+
1981
+ ### Testing Strategy
1982
+
1983
+ **Unit Tests**:
1984
+ - RRFusion algorithm with synthetic ranked lists
1985
+ - ExpansionDetector with various score distributions
1986
+ - Docid generation and collision handling
1987
+ - sqlite-vec migration (up and down)
1988
+
1989
+ **Integration Tests**:
1990
+ - End-to-end hybrid search with RRF fusion
1991
+ - Cross-database docid lookups
1992
+ - Cache hit/miss behavior
1993
+ - Smart detection skip rate
1994
+
1995
+ **Evaluation Suite** (optional but recommended):
1996
+ - Create synthetic fact corpus with known relationships
1997
+ - Define easy/medium/hard recall queries
1998
+ - Measure Hit@K before/after RRF adoption
1999
+ - Track latency improvements from smart detection
2000
+
2001
+ **Performance Tests**:
2002
+ - Benchmark vector search: JSON vs sqlite-vec
2003
+ - Measure RRF overhead (<10ms expected)
2004
+ - Profile smart detection accuracy
2005
+
2006
+ ---
2007
+
2008
+ ### Migration Safety
2009
+
2010
+ **Schema Migrations**:
2011
+ - Always use transactions for atomicity
2012
+ - Provide rollback path (down migration)
2013
+ - Test on copy of production database first
2014
+ - Backup before running migrations
2015
+
2016
+ **Backfill Strategy**:
2017
+ - Run backfill in batches (1000 facts at a time)
2018
+ - Add progress reporting for long operations
2019
+ - Handle errors gracefully (skip + log)
2020
+
2021
+ **Rollback Plan**:
2022
+ - Keep JSON embeddings column until v7 is stable
2023
+ - Provide `migrate_down_to_v6` method
2024
+ - Document rollback procedure in CHANGELOG
2025
+
2026
+ ---
2027
+
2028
+ ## Architecture Decisions
2029
+
2030
+ ### Preserve Our Unique Advantages
2031
+
2032
+ **1. Fact-Based Knowledge Graph**
2033
+
2034
+ **What**: Subject-predicate-object triples vs full document storage.
2035
+
2036
+ **Why Keep**:
2037
+ - Enables structured queries ("What databases does X use?")
2038
+ - Supports inference (supersession, conflicts)
2039
+ - More precise than document-level retrieval
2040
+
2041
+ **Don't Adopt**: QMD's document-centric model.
2042
+
2043
+ ---
2044
+
2045
+ **2. Truth Maintenance System**
2046
+
2047
+ **What**: Supersession, conflict detection, predicate policies.
2048
+
2049
+ **Why Keep**:
2050
+ - Resolves contradictions automatically
2051
+ - Distinguishes single-value vs multi-value predicates
2052
+ - Provides evidence chain via provenance
2053
+
2054
+ **Don't Adopt**: QMD's "all documents valid" model.
2055
+
2056
+ ---
2057
+
2058
+ **3. Dual-Database Architecture**
2059
+
2060
+ **What**: Separate global.sqlite3 and project.sqlite3.
2061
+
2062
+ **Why Keep**:
2063
+ - Clean separation of concerns
2064
+ - Better than YAML collections for our use case
2065
+ - Simpler queries (no project_path filtering)
2066
+
2067
+ **Don't Adopt**: QMD's YAML collection system.
2068
+
2069
+ ---
2070
+
2071
+ **4. Lightweight Dependencies**
2072
+
2073
+ **What**: Ruby stdlib, SQLite, minimal gems.
2074
+
2075
+ **Why Keep**:
2076
+ - Fast installation (<5MB)
2077
+ - No heavy models required
2078
+ - Works offline for core features
2079
+
2080
+ **Selectively Adopt**:
2081
+ - ✅ sqlite-vec (small, well-maintained)
2082
+ - ❌ Neural embeddings (300MB, complex)
2083
+ - ❌ LLM reranking (640MB, complex)
2084
+
2085
+ ---
2086
+
2087
+ ### Adopt Their Innovations
2088
+
2089
+ **1. Native Vector Storage (sqlite-vec)**
2090
+
2091
+ **Why Adopt**:
2092
+ - Industry standard (used by Chroma, LanceDB, etc.)
2093
+ - 10-100x performance improvement
2094
+ - Enables larger databases
2095
+ - Well-maintained, cross-platform
2096
+
2097
+ **Implementation**: Phase 1 (immediate).
2098
+
2099
+ ---
2100
+
2101
+ **2. RRF Fusion Algorithm**
2102
+
2103
+ **Why Adopt**:
2104
+ - Mathematically sound
2105
+ - Proven results (50% improvement)
2106
+ - Pure algorithm (no dependencies)
2107
+ - Fast (<10ms overhead)
2108
+
2109
+ **Implementation**: Phase 1 (immediate).
2110
+
2111
+ ---
2112
+
2113
+ **3. Docid Short Hashes**
2114
+
2115
+ **Why Adopt**:
2116
+ - Standard pattern (Git, QMD, etc.)
2117
+ - Better UX for CLI tools
2118
+ - Cross-database references
2119
+
2120
+ **Implementation**: Phase 2 (near-term).
2121
+
2122
+ ---
2123
+
2124
+ **4. Smart Expansion Detection**
2125
+
2126
+ **Why Adopt**:
2127
+ - Clear performance win
2128
+ - Simple heuristic
2129
+ - No downsides (only skips when confident)
2130
+
2131
+ **Implementation**: Phase 2 (near-term).
2132
+
2133
+ ---
2134
+
2135
+ ### Reject Due to Cost/Benefit
2136
+
2137
+ **1. Neural Embeddings**
2138
+
2139
+ **Cost**: 300MB download, 2s latency, complex dependency.
2140
+
2141
+ **Benefit**: Better semantic search quality.
2142
+
2143
+ **Decision**: DEFER - TF-IDF sufficient for now.
2144
+
2145
+ ---
2146
+
2147
+ **2. LLM Reranking**
2148
+
2149
+ **Cost**: 640MB model, 400ms latency per query.
2150
+
2151
+ **Benefit**: Better ranking precision.
2152
+
2153
+ **Decision**: REJECT - Over-engineering for structured facts.
2154
+
2155
+ ---
2156
+
2157
+ **3. Query Expansion**
2158
+
2159
+ **Cost**: 2.2GB model, 800ms latency per query.
2160
+
2161
+ **Benefit**: Better recall with alternative phrasings.
2162
+
2163
+ **Decision**: REJECT - No LLM in recall path, too heavy.
2164
+
2165
+ ---
2166
+
2167
+ ## Conclusion
2168
+
2169
+ QMD demonstrates **state-of-the-art hybrid search** with impressive quality improvements (50%+ over BM25). However, it achieves this through heavy dependencies (3GB+ models) that may not be appropriate for all use cases.
2170
+
2171
+ **Key Takeaways**:
2172
+
2173
+ 1. **sqlite-vec is essential**: Native vector storage is 10-100x faster. This is a must-adopt.
2174
+
2175
+ 2. **RRF fusion is proven**: 50% quality improvement with zero dependencies. This is a must-adopt.
2176
+
2177
+ 3. **Smart optimizations matter**: Expansion detection saves 200-500ms on 60% of queries. This is worth adopting.
2178
+
2179
+ 4. **Neural models are costly**: 3GB+ models provide better quality but at significant cost. Defer for now.
2180
+
2181
+ 5. **Architecture matters**: QMD's document model differs from our fact model. Adopt algorithms, not architecture.
2182
+
2183
+ **Recommended Adoption Order**:
2184
+
2185
+ 1. **Immediate**: sqlite-vec + RRF fusion (performance foundation)
2186
+ 2. **Near-term**: Docids + smart detection (UX + optimization)
2187
+ 3. **Future**: LLM caching + chunking (cost reduction)
2188
+ 4. **Defer**: Neural embeddings (wait for user feedback)
2189
+ 5. **Reject**: LLM reranking + query expansion (over-engineering)
2190
+
2191
+ By selectively adopting QMD's innovations while preserving our unique advantages, we can significantly improve ClaudeMemory's search quality and performance without sacrificing simplicity.
2192
+
2193
+ ---
2194
+
2195
+ *End of QMD Analysis*