htm 0.0.14 → 0.0.15

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Files changed (71) hide show
  1. checksums.yaml +4 -4
  2. data/CHANGELOG.md +33 -0
  3. data/README.md +269 -79
  4. data/db/migrate/00003_create_file_sources.rb +5 -0
  5. data/db/migrate/00004_create_nodes.rb +17 -0
  6. data/db/migrate/00005_create_tags.rb +7 -0
  7. data/db/migrate/00006_create_node_tags.rb +2 -0
  8. data/db/migrate/00007_create_robot_nodes.rb +7 -0
  9. data/db/schema.sql +41 -29
  10. data/docs/api/yard/HTM/Configuration.md +54 -0
  11. data/docs/api/yard/HTM/Database.md +13 -10
  12. data/docs/api/yard/HTM/EmbeddingService.md +5 -1
  13. data/docs/api/yard/HTM/LongTermMemory.md +18 -277
  14. data/docs/api/yard/HTM/PropositionError.md +18 -0
  15. data/docs/api/yard/HTM/PropositionService.md +66 -0
  16. data/docs/api/yard/HTM/QueryCache.md +88 -0
  17. data/docs/api/yard/HTM/RobotGroup.md +481 -0
  18. data/docs/api/yard/HTM/SqlBuilder.md +108 -0
  19. data/docs/api/yard/HTM/TagService.md +4 -0
  20. data/docs/api/yard/HTM/Telemetry/NullInstrument.md +13 -0
  21. data/docs/api/yard/HTM/Telemetry/NullMeter.md +15 -0
  22. data/docs/api/yard/HTM/Telemetry.md +109 -0
  23. data/docs/api/yard/HTM/WorkingMemoryChannel.md +176 -0
  24. data/docs/api/yard/HTM.md +11 -23
  25. data/docs/api/yard/index.csv +102 -25
  26. data/docs/api/yard-reference.md +8 -0
  27. data/docs/assets/images/multi-provider-failover.svg +51 -0
  28. data/docs/assets/images/robot-group-architecture.svg +65 -0
  29. data/docs/database/README.md +3 -3
  30. data/docs/database/public.file_sources.svg +29 -21
  31. data/docs/database/public.node_tags.md +2 -0
  32. data/docs/database/public.node_tags.svg +53 -41
  33. data/docs/database/public.nodes.md +2 -0
  34. data/docs/database/public.nodes.svg +52 -40
  35. data/docs/database/public.robot_nodes.md +2 -0
  36. data/docs/database/public.robot_nodes.svg +30 -22
  37. data/docs/database/public.robots.svg +16 -12
  38. data/docs/database/public.tags.md +3 -0
  39. data/docs/database/public.tags.svg +41 -33
  40. data/docs/database/schema.json +66 -0
  41. data/docs/database/schema.svg +60 -48
  42. data/docs/development/index.md +13 -0
  43. data/docs/development/rake-tasks.md +1068 -0
  44. data/docs/getting-started/quick-start.md +144 -155
  45. data/docs/guides/adding-memories.md +2 -3
  46. data/docs/guides/context-assembly.md +185 -184
  47. data/docs/guides/getting-started.md +154 -148
  48. data/docs/guides/index.md +7 -0
  49. data/docs/guides/long-term-memory.md +60 -92
  50. data/docs/guides/mcp-server.md +617 -0
  51. data/docs/guides/multi-robot.md +249 -345
  52. data/docs/guides/recalling-memories.md +153 -163
  53. data/docs/guides/robot-groups.md +604 -0
  54. data/docs/guides/search-strategies.md +61 -58
  55. data/docs/guides/working-memory.md +103 -136
  56. data/docs/index.md +30 -26
  57. data/examples/robot_groups/robot_worker.rb +1 -2
  58. data/examples/robot_groups/same_process.rb +1 -4
  59. data/lib/htm/robot_group.rb +721 -0
  60. data/lib/htm/version.rb +1 -1
  61. data/lib/htm/working_memory_channel.rb +250 -0
  62. data/lib/htm.rb +2 -0
  63. data/mkdocs.yml +2 -0
  64. metadata +18 -9
  65. data/db/migrate/00009_add_working_memory_to_robot_nodes.rb +0 -12
  66. data/db/migrate/00010_add_soft_delete_to_associations.rb +0 -29
  67. data/db/migrate/00011_add_performance_indexes.rb +0 -21
  68. data/db/migrate/00012_add_tags_trigram_index.rb +0 -18
  69. data/db/migrate/00013_enable_lz4_compression.rb +0 -43
  70. data/examples/robot_groups/lib/robot_group.rb +0 -419
  71. data/examples/robot_groups/lib/working_memory_channel.rb +0 -140
@@ -0,0 +1,66 @@
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+ # Class: HTM::PropositionService
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+ **Inherits:** Object
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+
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+
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+ Proposition Service - Extracts atomic factual propositions from text
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+
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+ This service breaks complex text into simple, self-contained factual
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+ statements that can be stored as independent memory nodes. Each proposition:
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+ * Expresses a single fact
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+ * Is understandable without context
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+ * Uses full names, not pronouns
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+ * Includes relevant dates/qualifiers
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+ * Contains one subject-predicate relationship
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+
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+ The actual LLM call is delegated to HTM.configuration.proposition_extractor
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+
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+
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+ **`@example`**
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+ ```ruby
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+ propositions = HTM::PropositionService.extract(
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+ "In 1969, Neil Armstrong became the first person to walk on the Moon during Apollo 11."
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+ )
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+ # => ["Neil Armstrong was an astronaut.",
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+ # "Neil Armstrong walked on the Moon in 1969.",
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+ # "Neil Armstrong was the first person to walk on the Moon.",
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+ # "Neil Armstrong walked on the Moon during the Apollo 11 mission.",
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+ # "The Apollo 11 mission occurred in 1969."]
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+ ```
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+ # Class Methods
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+ ## circuit_breaker() {: #method-c-circuit_breaker }
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+ Get or create the circuit breaker for proposition service
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+ **`@return`** [HTM::CircuitBreaker] The circuit breaker instance
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+
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+ ## extract(content ) {: #method-c-extract }
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+ Extract propositions from text content
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+ **`@param`** [String] Text to analyze
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+
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+ **`@raise`** [CircuitBreakerOpenError] If circuit breaker is open
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+
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+ **`@raise`** [PropositionError] If extraction fails
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+
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+ **`@return`** [Array<String>] Array of atomic propositions
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+
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+ ## parse_propositions(raw_propositions ) {: #method-c-parse_propositions }
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+ Parse proposition response (handles string or array input)
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+ **`@param`** [String, Array] Raw response from extractor
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+
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+ **`@return`** [Array<String>] Parsed proposition strings
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+
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+ ## reset_circuit_breaker!() {: #method-c-reset_circuit_breaker! }
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+ Reset the circuit breaker (useful for testing)
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+ **`@return`** [void]
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+
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+ ## valid_proposition?(proposition ) {: #method-c-valid_proposition? }
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+ Validate single proposition
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+ **`@param`** [String] Proposition to validate
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+
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+ **`@return`** [Boolean] True if valid
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+
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+ ## validate_and_filter_propositions(propositions ) {: #method-c-validate_and_filter_propositions }
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+ Validate and filter propositions
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+ **`@param`** [Array<String>] Parsed propositions
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+
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+ **`@return`** [Array<String>] Valid propositions only
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+
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+
@@ -0,0 +1,88 @@
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+ # Class: HTM::QueryCache
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+ **Inherits:** Object
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+
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+
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+ Thread-safe query result cache with TTL and statistics
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+
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+ Provides LRU caching for expensive query results with:
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+ * Configurable size and TTL
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+ * Thread-safe statistics tracking
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+ * Fast cache key generation (using Ruby's built-in hash)
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+ * Selective cache invalidation by method type
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+
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+
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+ **`@example`**
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+ ```ruby
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+ cache = HTM::QueryCache.new(size: 1000, ttl: 300)
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+ ```
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+ **`@example`**
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+ ```ruby
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+ result = cache.fetch(:search, timeframe, query, limit) do
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+ expensive_search_operation
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+ end
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+ ```
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+ **`@example`**
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+ ```ruby
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+ cache.stats
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+ # => { hits: 42, misses: 10, hit_rate: 80.77, size: 52 }
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+ ```
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+ **`@example`**
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+ ```ruby
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+ cache.invalidate_methods!(:search, :hybrid) # Only invalidate search-related entries
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+ ```
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+ # Attributes
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+ ## enabled[RW] {: #attribute-i-enabled }
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+ Returns the value of attribute enabled.
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+
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+
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+ # Instance Methods
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+ ## clear!() {: #method-i-clear! }
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+ Clear all cached entries
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+
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+ **`@return`** [void]
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+
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+ ## enabled?() {: #method-i-enabled? }
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+ Check if cache is enabled
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+
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+ **`@return`** [Boolean]
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+
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+ ## fetch(method, *args, &block) {: #method-i-fetch }
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+ Fetch a value from cache or execute block
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+
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+ **`@param`** [Symbol] Method name for cache key
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+
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+ **`@param`** [Array] Arguments for cache key
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+
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+ **`@return`** [Object] Cached or computed value
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+
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+ **`@yield`** [] Block that computes the value if not cached
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+
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+ ## initialize(size:1000, ttl:300) {: #method-i-initialize }
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+ Initialize a new query cache
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+
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+ **`@param`** [Integer] Maximum number of entries (default: 1000, use 0 to disable)
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+
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+ **`@param`** [Integer] Time-to-live in seconds (default: 300)
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+
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+ **`@return`** [QueryCache] a new instance of QueryCache
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+
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+ ## invalidate!() {: #method-i-invalidate! }
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+ Invalidate cache (alias for clear!)
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+
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+ **`@return`** [void]
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+
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+ ## invalidate_methods!(*methods) {: #method-i-invalidate_methods! }
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+ Invalidate cache entries for specific methods only
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+
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+ More efficient than full invalidation when only certain types of cached data
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+ need to be refreshed.
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+
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+ **`@param`** [Array<Symbol>] Method names to invalidate
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+
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+ **`@return`** [Integer] Number of entries invalidated
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+
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+ ## stats() {: #method-i-stats }
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+ Get cache statistics
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+
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+ **`@return`** [Hash, nil] Statistics hash or nil if disabled
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+
@@ -0,0 +1,481 @@
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+ # Class: HTM::RobotGroup
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+ **Inherits:** Object
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+
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+
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+ Coordinates multiple robots with shared working memory and automatic failover.
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+
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+ RobotGroup provides application-level coordination for multiple HTM robots,
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+ enabling them to share a common working memory context. Key capabilities
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+ include:
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+
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+ * **Shared Working Memory**: All group members have access to the same
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+ context
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+ * **Active/Passive Roles**: Active robots participate in conversations;
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+ passive robots maintain synchronized context for instant failover
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+ * **Real-time Sync**: PostgreSQL LISTEN/NOTIFY enables immediate
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+ synchronization
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+ * **Failover**: When an active robot fails, a passive robot takes over
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+ instantly
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+ * **Dynamic Scaling**: Add or remove robots at runtime
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+
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+ **`@see`** [] Low-level pub/sub mechanism
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+
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+
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+ **`@example`**
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+ ```ruby
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+ group = HTM::RobotGroup.new(
27
+ name: 'customer-support',
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+ active: ['primary-agent'],
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+ passive: ['standby-agent'],
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+ max_tokens: 8000
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+ )
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+
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+ # Add shared context
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+ group.remember('Customer prefers email communication.')
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+ group.remember('Open ticket #789 regarding billing issue.')
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+
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+ # Query shared memory
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+ results = group.recall('billing', limit: 5)
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+
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+ # Simulate failover
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+ group.failover! # Promotes standby to active
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+
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+ # Cleanup
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+ group.shutdown
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+ ```
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+ # Attributes
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+ ## channel[RW] {: #attribute-i-channel }
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+ The pub/sub channel used for real-time synchronization
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+
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+ **`@return`** [HTM::WorkingMemoryChannel]
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+
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+ ## max_tokens[RW] {: #attribute-i-max_tokens }
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+ Maximum token budget for working memory
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+
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+ **`@return`** [Integer]
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+
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+ ## name[RW] {: #attribute-i-name }
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+ Name of the robot group
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+
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+ **`@return`** [String]
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+
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+
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+ # Instance Methods
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+ ## active?(robot_name) {: #method-i-active? }
65
+ Checks if a robot is an active member of this group.
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+
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+ **`@param`** [String] Name of the robot to check
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+
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+ **`@return`** [Boolean] true if the robot is an active member
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+
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+
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+ **`@example`**
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+ ```ruby
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+ group.active?('primary-agent') # => true
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+ ```
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+ ## active_robot_names() {: #method-i-active_robot_names }
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+ Returns names of all active robots.
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+
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+ **`@return`** [Array<String>] Array of active robot names
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+
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+
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+ **`@example`**
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+ ```ruby
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+ group.active_robot_names # => ['primary-agent', 'secondary-agent']
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+ ```
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+ ## add_active(robot_name) {: #method-i-add_active }
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+ Adds a robot as an active member of the group.
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+
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+ Active robots can add memories and respond to queries. The new robot is
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+ automatically synchronized with existing shared working memory.
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+
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+ **`@param`** [String] Unique name for the robot
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+
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+ **`@raise`** [ArgumentError] if robot_name is already a member
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+
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+ **`@return`** [Integer] The robot's database ID
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+
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+
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+ **`@example`**
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+ ```ruby
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+ robot_id = group.add_active('new-agent')
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+ puts "Added robot with ID: #{robot_id}"
103
+ ```
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+ ## add_passive(robot_name) {: #method-i-add_passive }
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+ Adds a robot as a passive (standby) member of the group.
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+
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+ Passive robots maintain synchronized working memory but don't actively
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+ participate in conversations. They serve as warm standbys for failover.
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+
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+ **`@param`** [String] Unique name for the robot
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+
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+ **`@raise`** [ArgumentError] if robot_name is already a member
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+
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+ **`@return`** [Integer] The robot's database ID
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+
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+
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+ **`@example`**
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+ ```ruby
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+ robot_id = group.add_passive('standby-agent')
120
+ ```
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+ ## clear_working_memory() {: #method-i-clear_working_memory }
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+ Clears shared working memory for all group members.
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+
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+ Updates database flags and notifies all members to clear their in-memory
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+ caches.
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+
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+ **`@return`** [Integer] Number of robot_node records updated
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+
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+
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+ **`@example`**
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+ ```ruby
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+ cleared_count = group.clear_working_memory
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+ puts "Cleared #{cleared_count} working memory entries"
134
+ ```
135
+ ## demote(robot_name) {: #method-i-demote }
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+ Demotes an active robot to passive status.
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+
138
+ The robot retains its working memory but stops handling queries. Cannot demote
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+ the last active robot.
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+
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+ **`@param`** [String] Name of the active robot to demote
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+
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+ **`@raise`** [ArgumentError] if robot_name is not an active member
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+
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+ **`@raise`** [ArgumentError] if this is the last active robot
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+
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+ **`@return`** [void]
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+
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+
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+ **`@example`**
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+ ```ruby
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+ group.demote('primary-agent')
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+ group.passive?('primary-agent') # => true
154
+ ```
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+ ## failover!() {: #method-i-failover! }
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+ Performs automatic failover to the first passive robot.
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+
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+ Promotes the first passive robot to active status. The promoted robot already
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+ has synchronized working memory and can immediately handle requests.
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+
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+ **`@raise`** [RuntimeError] if no passive robots are available
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+
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+ **`@return`** [String] Name of the promoted robot
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+
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+
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+ **`@example`**
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+ ```ruby
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+ promoted = group.failover!
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+ puts "#{promoted} is now active"
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+ ```
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+ ## in_sync?() {: #method-i-in_sync? }
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+ Checks if all members have identical working memory.
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+
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+ Compares the set of working memory node IDs across all members.
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+
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+ **`@return`** [Boolean] true if all members have the same working memory nodes
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+
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+
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+ **`@example`**
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+ ```ruby
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+ if group.in_sync?
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+ puts "All robots synchronized"
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+ else
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+ group.sync_all
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+ end
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+ ```
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+ ## initialize(name:, active:[], passive:[], max_tokens:4000, db_config:nil) {: #method-i-initialize }
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+ Creates a new robot group with optional initial members.
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+
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+ Initializes the group, sets up the PostgreSQL pub/sub channel for real-time
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+ synchronization, and registers initial active and passive robots.
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+
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+ **`@param`** [String] Unique name for this robot group
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+
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+ **`@param`** [Array<String>] Names of robots to add as active members
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+
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+ **`@param`** [Array<String>] Names of robots to add as passive (standby) members
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+
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+ **`@param`** [Integer] Maximum token budget for shared working memory
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+
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+ **`@param`** [Hash, nil] PostgreSQL connection config (defaults to HTM::Database.default_config)
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+
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+ **`@return`** [RobotGroup] a new instance of RobotGroup
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+
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+
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+ **`@example`**
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+ ```ruby
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+ group = HTM::RobotGroup.new(
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+ name: 'support-team',
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+ active: ['agent-1'],
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+ passive: ['agent-2'],
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+ max_tokens: 4000
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+ )
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+ ```
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+ **`@example`**
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+ ```ruby
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+ group = HTM::RobotGroup.new(name: 'dynamic-team')
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+ group.add_active('agent-1')
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+ group.add_passive('agent-2')
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+ ```
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+ ## member?(robot_name) {: #method-i-member? }
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+ Checks if a robot is a member of this group.
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+
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+ **`@param`** [String] Name of the robot to check
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+
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+ **`@return`** [Boolean] true if the robot is an active or passive member
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+
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+
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+ **`@example`**
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+ ```ruby
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+ group.member?('agent-1') # => true
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+ group.member?('unknown') # => false
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+ ```
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+ ## member_ids() {: #method-i-member_ids }
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+ Returns database IDs of all group members.
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+
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+ **`@return`** [Array<Integer>] Array of robot IDs (both active and passive)
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+
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+
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+ **`@example`**
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+ ```ruby
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+ group.member_ids # => [1, 2, 3]
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+ ```
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+ ## passive?(robot_name) {: #method-i-passive? }
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+ Checks if a robot is a passive member of this group.
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+
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+ **`@param`** [String] Name of the robot to check
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+
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+ **`@return`** [Boolean] true if the robot is a passive member
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+
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+
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+ **`@example`**
253
+ ```ruby
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+ group.passive?('standby-agent') # => true
255
+ ```
256
+ ## passive_robot_names() {: #method-i-passive_robot_names }
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+ Returns names of all passive robots.
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+
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+ **`@return`** [Array<String>] Array of passive robot names
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+
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+
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+ **`@example`**
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+ ```ruby
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+ group.passive_robot_names # => ['standby-agent']
265
+ ```
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+ ## promote(robot_name) {: #method-i-promote }
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+ Promotes a passive robot to active status.
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+
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+ The robot retains its synchronized working memory and becomes eligible to
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+ handle queries and add memories.
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+
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+ **`@param`** [String] Name of the passive robot to promote
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+
274
+ **`@raise`** [ArgumentError] if robot_name is not a passive member
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+
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+ **`@return`** [void]
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+
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+
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+ **`@example`**
280
+ ```ruby
281
+ group.promote('standby-agent')
282
+ group.active?('standby-agent') # => true
283
+ ```
284
+ ## recall(query, **options) {: #method-i-recall }
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+ Recalls memories from shared working memory.
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+
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+ Uses the first active robot to perform the query against the shared working
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+ memory context.
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+
290
+ **`@option`** []
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+
292
+ **`@option`** []
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+
294
+ **`@param`** [String] The search query
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+
296
+ **`@param`** [Hash] Additional options passed to HTM#recall
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+
298
+ **`@raise`** [RuntimeError] if no active robots exist in the group
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+
300
+ **`@return`** [Array] Array of matching memories
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+
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+
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+ **`@example`**
304
+ ```ruby
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+ results = group.recall('billing issue', limit: 5, strategy: :fulltext)
306
+ ```
307
+ ## remember(content, originator:nil, **options) {: #method-i-remember }
308
+ Adds content to shared working memory for all group members.
309
+
310
+ The memory is created by the specified originator (or first active robot) and
311
+ automatically synchronized to all other members via database and real-time
312
+ notifications.
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+
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+ **`@param`** [String] The content to remember
315
+
316
+ **`@param`** [String, nil] Name of the robot creating the memory (optional)
317
+
318
+ **`@param`** [Hash] Additional options passed to HTM#remember
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+
320
+ **`@raise`** [RuntimeError] if no active robots exist in the group
321
+
322
+ **`@return`** [Integer] The node ID of the created memory
323
+
324
+
325
+ **`@example`**
326
+ ```ruby
327
+ node_id = group.remember('Customer prefers morning appointments.')
328
+ ```
329
+ **`@example`**
330
+ ```ruby
331
+ node_id = group.remember(
332
+ 'Escalated to billing department.',
333
+ originator: 'agent-2'
334
+ )
335
+ ```
336
+ ## remove(robot_name) {: #method-i-remove }
337
+ Removes a robot from the group.
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+
339
+ Clears the robot's working memory flags in the database. The robot can be
340
+ either active or passive.
341
+
342
+ **`@param`** [String] Name of the robot to remove
343
+
344
+ **`@return`** [void]
345
+
346
+
347
+ **`@example`**
348
+ ```ruby
349
+ group.remove('departing-agent')
350
+ ```
351
+ ## shutdown() {: #method-i-shutdown }
352
+ Shuts down the group by stopping the listener thread.
353
+
354
+ Should be called when the group is no longer needed to release resources and
355
+ close the PostgreSQL listener connection.
356
+
357
+ **`@return`** [void]
358
+
359
+
360
+ **`@example`**
361
+ ```ruby
362
+ group.shutdown
363
+ ```
364
+ ## status() {: #method-i-status }
365
+ Returns comprehensive status information about the group.
366
+
367
+ **`@option`** []
368
+
369
+ **`@option`** []
370
+
371
+ **`@option`** []
372
+
373
+ **`@option`** []
374
+
375
+ **`@option`** []
376
+
377
+ **`@option`** []
378
+
379
+ **`@option`** []
380
+
381
+ **`@option`** []
382
+
383
+ **`@option`** []
384
+
385
+ **`@param`** [Hash] a customizable set of options
386
+
387
+ **`@return`** [Hash] Status hash with the following keys:
388
+
389
+
390
+ **`@example`**
391
+ ```ruby
392
+ status = group.status
393
+ puts "Group: #{status[:name]}"
394
+ puts "Active: #{status[:active].join(', ')}"
395
+ puts "Utilization: #{(status[:token_utilization] * 100).round(1)}%"
396
+ ```
397
+ ## sync_all() {: #method-i-sync_all }
398
+ Synchronizes all members to a consistent state.
399
+
400
+ Ensures every member has access to all shared working memory nodes.
401
+
402
+ **`@return`** [Hash] Sync results with :synced_nodes and :members_updated counts
403
+
404
+
405
+ **`@example`**
406
+ ```ruby
407
+ result = group.sync_all
408
+ puts "Synced #{result[:synced_nodes]} nodes to #{result[:members_updated]} members"
409
+ ```
410
+ ## sync_robot(robot_name) {: #method-i-sync_robot }
411
+ Synchronizes a specific robot to match the group's shared working memory.
412
+
413
+ Copies working memory flags from other members to the specified robot,
414
+ ensuring it has access to all shared context.
415
+
416
+ **`@param`** [String] Name of the robot to synchronize
417
+
418
+ **`@raise`** [ArgumentError] if robot_name is not a member
419
+
420
+ **`@return`** [Integer] Number of nodes synchronized
421
+
422
+
423
+ **`@example`**
424
+ ```ruby
425
+ synced = group.sync_robot('new-agent')
426
+ puts "Synchronized #{synced} nodes"
427
+ ```
428
+ ## sync_stats() {: #method-i-sync_stats }
429
+ Returns statistics about real-time synchronization.
430
+
431
+ **`@return`** [Hash] Stats hash with :nodes_synced and :evictions_synced counts
432
+
433
+
434
+ **`@example`**
435
+ ```ruby
436
+ stats = group.sync_stats
437
+ puts "Nodes synced: #{stats[:nodes_synced]}"
438
+ puts "Evictions synced: #{stats[:evictions_synced]}"
439
+ ```
440
+ ## transfer_working_memory(from_robot, to_robot, clear_source:true) {: #method-i-transfer_working_memory }
441
+ Transfers working memory from one robot to another.
442
+
443
+ Copies all working memory node references from the source robot to the target
444
+ robot, optionally clearing the source.
445
+
446
+ **`@param`** [String] Name of the source robot
447
+
448
+ **`@param`** [String] Name of the destination robot
449
+
450
+ **`@param`** [Boolean] Whether to clear source's working memory after transfer
451
+
452
+ **`@raise`** [ArgumentError] if either robot is not a member
453
+
454
+ **`@return`** [Integer] Number of nodes transferred
455
+
456
+
457
+ **`@example`**
458
+ ```ruby
459
+ transferred = group.transfer_working_memory('failing-agent', 'backup-agent')
460
+ ```
461
+ **`@example`**
462
+ ```ruby
463
+ transferred = group.transfer_working_memory(
464
+ 'agent-1', 'agent-2',
465
+ clear_source: false
466
+ )
467
+ ```
468
+ ## working_memory_contents() {: #method-i-working_memory_contents }
469
+ Returns all nodes currently in shared working memory.
470
+
471
+ Queries the database for the union of all members' working memory, returning
472
+ nodes sorted by creation date (newest first).
473
+
474
+ **`@return`** [ActiveRecord::Relation<HTM::Models::Node>] Collection of nodes
475
+
476
+
477
+ **`@example`**
478
+ ```ruby
479
+ nodes = group.working_memory_contents
480
+ nodes.each { |n| puts n.content }
481
+ ```