@memberjunction/ai-agents 3.2.0 → 3.3.0

package/dist/__tests__/agent-memory-features.test.js

@@ -0,0 +1,513 @@
+function determineNoteScope(note) {
+    if (note.AgentID && note.UserID && note.CompanyID) {
+        return 'Agent + User + Company specific';
+    }
+    if (note.AgentID && note.UserID) {
+        return 'Agent + User specific';
+    }
+    if (note.AgentID && note.CompanyID) {
+        return 'Agent + Company specific';
+    }
+    if (note.UserID && note.CompanyID) {
+        return 'User + Company specific';
+    }
+    if (note.AgentID) {
+        return 'Agent-specific';
+    }
+    if (note.UserID) {
+        return 'User-specific';
+    }
+    if (note.CompanyID) {
+        return 'Company-wide';
+    }
+    return 'Global';
+}
+function determineSaaSScope(note) {
+    if (!note.PrimaryScopeRecordID) {
+        return null;
+    }
+    const hasSecondary = note.SecondaryScopes && note.SecondaryScopes !== '{}';
+    if (hasSecondary) {
+        return 'Contact-specific (most specific)';
+    }
+    return 'Organization-level';
+}
+function formatNotesForInjection(notes, includeMemoryPolicy = true) {
+    if (notes.length === 0)
+        return '';
+    const lines = [];
+    if (includeMemoryPolicy) {
+        lines.push('<memory_policy>');
+        lines.push('Precedence (highest to lowest):');
+        lines.push('1) Current user message overrides all stored memory');
+        lines.push('2) Contact-specific notes override organization-level');
+        lines.push('3) Organization notes override global defaults');
+        lines.push('4) When same scope, prefer most recent by date');
+        lines.push('');
+        lines.push('Conflict resolution:');
+        lines.push('- If two notes contradict, prefer the more specific scope');
+        lines.push('- Ask clarifying question only if conflict materially affects response');
+        lines.push('</memory_policy>');
+        lines.push('');
+    }
+    lines.push(`📝 AGENT NOTES (${notes.length})`);
+    lines.push('');
+    for (const note of notes) {
+        lines.push(`[${note.Type}] ${note.Note}`);
+        const scope = determineNoteScope(note);
+        const saasScope = determineSaaSScope(note);
+        if (saasScope) {
+            lines.push(`  Scope: ${saasScope}`);
+        }
+        else if (scope) {
+            lines.push(`  Scope: ${scope}`);
+        }
+        lines.push('');
+    }
+    lines.push('---');
+    return lines.join('\n');
+}
+function generateQuestions(warnings) {
+    const questions = [];
+    const feedbackWarnings = warnings.filter(w => w.requiresFeedback);
+    for (let i = 0; i < feedbackWarnings.length; i++) {
+        const warning = feedbackWarnings[i];
+        let question = '';
+        switch (warning.type) {
+            case 'content_truncation':
+                const truncDetails = warning.details;
+                question = `Did you intend to reduce the content at "${warning.path}" from ${truncDetails.originalLength} to ${truncDetails.newLength} characters (${truncDetails.reductionPercentage.toFixed(1)}% reduction)?`;
+                break;
+            case 'key_removal':
+                const removalDetails = warning.details;
+                question = `Did you intend to remove the non-empty key(s) at "${warning.path}": ${removalDetails.removedKeys.join(', ')}?`;
+                break;
+            case 'type_change':
+                const typeDetails = warning.details;
+                question = `Did you intend to change the type at "${warning.path}" from ${typeDetails.originalType} to ${typeDetails.newType}?`;
+                break;
+            case 'pattern_anomaly':
+                question = `Did you intend the following change at "${warning.path}": ${warning.message}?`;
+                break;
+            default:
+                question = `Did you intend the change at "${warning.path}": ${warning.message}?`;
+        }
+        questions.push({
+            id: `feedback_${i}_${Date.now()}`,
+            question,
+            warning,
+            context: {
+                path: warning.path,
+                changeType: warning.type,
+                details: warning.details
+            }
+        });
+    }
+    return questions;
+}
+function mapLLMResponsesToFeedback(questions, llmResponses) {
+    return questions.map((q, index) => {
+        const questionNumber = index + 1;
+        const llmResponse = llmResponses.find(r => r.questionNumber === questionNumber);
+        if (llmResponse) {
+            return {
+                questionId: q.id,
+                intended: llmResponse.intended,
+                explanation: llmResponse.explanation
+            };
+        }
+        return {
+            questionId: q.id,
+            intended: true,
+            explanation: 'No explicit response from LLM - assuming intended'
+        };
+    });
+}
+const mockNotes = [
+    {
+        ID: 'note-1',
+        Type: 'Preference',
+        Note: 'User prefers bullet points',
+        AgentID: 'agent-1',
+        UserID: 'user-1',
+        CompanyID: null,
+        PrimaryScopeRecordID: null,
+        SecondaryScopes: null
+    },
+    {
+        ID: 'note-2',
+        Type: 'Context',
+        Note: 'Company uses metric units',
+        AgentID: null,
+        UserID: null,
+        CompanyID: 'company-1',
+        PrimaryScopeRecordID: 'org-123',
+        SecondaryScopes: null
+    },
+    {
+        ID: 'note-3',
+        Type: 'Constraint',
+        Note: 'Never share PII',
+        AgentID: null,
+        UserID: null,
+        CompanyID: null,
+        PrimaryScopeRecordID: null,
+        SecondaryScopes: null
+    },
+    {
+        ID: 'note-4',
+        Type: 'Preference',
+        Note: 'John prefers formal tone',
+        AgentID: 'agent-1',
+        UserID: null,
+        CompanyID: null,
+        PrimaryScopeRecordID: 'org-123',
+        SecondaryScopes: '{"ContactID": "contact-456"}'
+    }
+];
+const mockWarnings = [
+    {
+        type: 'content_truncation',
+        path: 'response.body',
+        message: 'Content was significantly reduced',
+        severity: 'high',
+        details: { originalLength: 1000, newLength: 100, reductionPercentage: 90 },
+        requiresFeedback: true
+    },
+    {
+        type: 'key_removal',
+        path: 'data.metadata',
+        message: 'Keys were removed',
+        severity: 'medium',
+        details: { removedKeys: ['timestamp', 'version'] },
+        requiresFeedback: true
+    },
+    {
+        type: 'type_change',
+        path: 'config.enabled',
+        message: 'Type changed',
+        severity: 'low',
+        details: { originalType: 'boolean', newType: 'string' },
+        requiresFeedback: false
+    }
+];
+let testsPassed = 0;
+let testsFailed = 0;
+function runTest(name, fn) {
+    try {
+        fn();
+        console.log(`✅ ${name}`);
+        testsPassed++;
+    }
+    catch (error) {
+        console.error(`❌ ${name}`);
+        console.error(`   Error: ${error instanceof Error ? error.message : error}`);
+        testsFailed++;
+    }
+}
+function assertEqual(actual, expected, message) {
+    if (actual !== expected) {
+        throw new Error(`${message || 'Assertion failed'}: expected ${JSON.stringify(expected)}, got ${JSON.stringify(actual)}`);
+    }
+}
+function assertTrue(condition, message) {
+    if (!condition) {
+        throw new Error(message || 'Expected condition to be true');
+    }
+}
+function assertContains(str, substring, message) {
+    if (!str.includes(substring)) {
+        throw new Error(`${message || 'String does not contain expected substring'}: "${substring}"`);
+    }
+}
+console.log('\n=== Agent Memory Features Tests ===\n');
+console.log('--- Scope Determination Tests ---\n');
+runTest('determineNoteScope: Agent + User specific', () => {
+    const note = mockNotes[0];
+    const scope = determineNoteScope(note);
+    assertEqual(scope, 'Agent + User specific');
+});
+runTest('determineNoteScope: Company-wide', () => {
+    const note = mockNotes[1];
+    const scope = determineNoteScope(note);
+    assertEqual(scope, 'Company-wide');
+});
+runTest('determineNoteScope: Global (all null)', () => {
+    const note = mockNotes[2];
+    const scope = determineNoteScope(note);
+    assertEqual(scope, 'Global');
+});
+runTest('determineSaaSScope: Organization-level (primary scope only)', () => {
+    const note = mockNotes[1];
+    const scope = determineSaaSScope(note);
+    assertEqual(scope, 'Organization-level');
+});
+runTest('determineSaaSScope: Contact-specific (has secondary scopes)', () => {
+    const note = mockNotes[3];
+    const scope = determineSaaSScope(note);
+    assertEqual(scope, 'Contact-specific (most specific)');
+});
+runTest('determineSaaSScope: null when no SaaS scope', () => {
+    const note = mockNotes[0];
+    const scope = determineSaaSScope(note);
+    assertEqual(scope, null);
+});
+console.log('\n--- Format Notes Tests ---\n');
+runTest('formatNotesForInjection: includes memory policy by default', () => {
+    const result = formatNotesForInjection(mockNotes);
+    assertContains(result, '<memory_policy>');
+    assertContains(result, 'Precedence (highest to lowest)');
+    assertContains(result, 'Contact-specific notes override organization-level');
+    assertContains(result, '</memory_policy>');
+});
+runTest('formatNotesForInjection: excludes memory policy when disabled', () => {
+    const result = formatNotesForInjection(mockNotes, false);
+    assertTrue(!result.includes('<memory_policy>'), 'Should not contain memory_policy');
+});
+runTest('formatNotesForInjection: includes note count', () => {
+    const result = formatNotesForInjection(mockNotes);
+    assertContains(result, `📝 AGENT NOTES (${mockNotes.length})`);
+});
+runTest('formatNotesForInjection: includes note types and content', () => {
+    const result = formatNotesForInjection(mockNotes);
+    assertContains(result, '[Preference] User prefers bullet points');
+    assertContains(result, '[Context] Company uses metric units');
+    assertContains(result, '[Constraint] Never share PII');
+});
+runTest('formatNotesForInjection: shows SaaS scope when available', () => {
+    const result = formatNotesForInjection(mockNotes);
+    assertContains(result, 'Organization-level');
+    assertContains(result, 'Contact-specific (most specific)');
+});
+runTest('formatNotesForInjection: returns empty string for empty notes', () => {
+    const result = formatNotesForInjection([]);
+    assertEqual(result, '');
+});
+console.log('\n--- Feedback Question Tests ---\n');
+runTest('generateQuestions: filters out non-feedback warnings', () => {
+    const questions = generateQuestions(mockWarnings);
+    assertEqual(questions.length, 2, 'Should only include warnings with requiresFeedback=true');
+});
+runTest('generateQuestions: formats content_truncation correctly', () => {
+    const questions = generateQuestions(mockWarnings);
+    const truncQuestion = questions[0];
+    assertContains(truncQuestion.question, 'reduce the content');
+    assertContains(truncQuestion.question, '1000 to 100');
+    assertContains(truncQuestion.question, '90.0%');
+});
+runTest('generateQuestions: formats key_removal correctly', () => {
+    const questions = generateQuestions(mockWarnings);
+    const removalQuestion = questions[1];
+    assertContains(removalQuestion.question, 'remove the non-empty key(s)');
+    assertContains(removalQuestion.question, 'timestamp');
+    assertContains(removalQuestion.question, 'version');
+});
+runTest('generateQuestions: includes context with path and type', () => {
+    const questions = generateQuestions(mockWarnings);
+    const question = questions[0];
+    assertTrue(question.context !== undefined, 'Should have context');
+    assertEqual(question.context?.path, 'response.body');
+    assertEqual(question.context?.changeType, 'content_truncation');
+});
+console.log('\n--- LLM Response Mapping Tests ---\n');
+runTest('mapLLMResponsesToFeedback: maps responses correctly', () => {
+    const questions = generateQuestions(mockWarnings);
+    const llmResponses = [
+        { questionNumber: 1, intended: false, explanation: 'This was a mistake' },
+        { questionNumber: 2, intended: true, explanation: 'Intended cleanup' }
+    ];
+    const result = mapLLMResponsesToFeedback(questions, llmResponses);
+    assertEqual(result.length, 2);
+    assertEqual(result[0].intended, false);
+    assertEqual(result[0].explanation, 'This was a mistake');
+    assertEqual(result[1].intended, true);
+});
+runTest('mapLLMResponsesToFeedback: defaults to intended when no response', () => {
+    const questions = generateQuestions(mockWarnings);
+    const llmResponses = [];
+    const result = mapLLMResponsesToFeedback(questions, llmResponses);
+    assertTrue(result.every(r => r.intended === true), 'All should default to intended');
+    assertContains(result[0].explanation || '', 'No explicit response');
+});
+console.log('\n--- Memory Cleanup Agent Tests ---\n');
+function getCutoffDate(retentionDays) {
+    const cutoff = new Date();
+    cutoff.setDate(cutoff.getDate() - retentionDays);
+    return cutoff.toISOString();
+}
+function getNoteRetentionDays(agent) {
+    const DEFAULT_NOTE_RETENTION_DAYS = 90;
+    if (typeof agent.NoteRetentionDays === 'number' && agent.NoteRetentionDays > 0) {
+        return agent.NoteRetentionDays;
+    }
+    return DEFAULT_NOTE_RETENTION_DAYS;
+}
+function getExampleRetentionDays(agent) {
+    const DEFAULT_EXAMPLE_RETENTION_DAYS = 180;
+    if (typeof agent.ExampleRetentionDays === 'number' && agent.ExampleRetentionDays > 0) {
+        return agent.ExampleRetentionDays;
+    }
+    return DEFAULT_EXAMPLE_RETENTION_DAYS;
+}
+function getAutoArchiveEnabled(agent) {
+    return agent.AutoArchiveEnabled !== false;
+}
+function buildCleanupSummary(result) {
+    const parts = [];
+    if (result.notesArchived > 0) {
+        parts.push(`${result.notesArchived} stale notes archived`);
+    }
+    if (result.examplesArchived > 0) {
+        parts.push(`${result.examplesArchived} stale examples archived`);
+    }
+    if (result.notesExpired > 0) {
+        parts.push(`${result.notesExpired} expired notes archived`);
+    }
+    if (result.examplesExpired > 0) {
+        parts.push(`${result.examplesExpired} expired examples archived`);
+    }
+    if (parts.length === 0) {
+        parts.push('No items needed archiving');
+    }
+    if (result.errors.length > 0) {
+        parts.push(`${result.errors.length} errors encountered`);
+    }
+    return parts.join(', ');
+}
+runTest('getCutoffDate: calculates correct date for 90 days', () => {
+    const now = new Date();
+    const cutoffStr = getCutoffDate(90);
+    const cutoffDate = new Date(cutoffStr);
+    const expectedDate = new Date(now);
+    expectedDate.setDate(expectedDate.getDate() - 90);
+    const diff = Math.abs(cutoffDate.getTime() - expectedDate.getTime());
+    assertTrue(diff < 1000, 'Cutoff date should be approximately 90 days ago');
+});
+runTest('getNoteRetentionDays: returns agent value when set', () => {
+    const agent = { NoteRetentionDays: 60 };
+    assertEqual(getNoteRetentionDays(agent), 60);
+});
+runTest('getNoteRetentionDays: returns default when null', () => {
+    const agent = { NoteRetentionDays: null };
+    assertEqual(getNoteRetentionDays(agent), 90);
+});
+runTest('getNoteRetentionDays: returns default when not set', () => {
+    const agent = {};
+    assertEqual(getNoteRetentionDays(agent), 90);
+});
+runTest('getExampleRetentionDays: returns agent value when set', () => {
+    const agent = { ExampleRetentionDays: 120 };
+    assertEqual(getExampleRetentionDays(agent), 120);
+});
+runTest('getExampleRetentionDays: returns default when not set', () => {
+    const agent = {};
+    assertEqual(getExampleRetentionDays(agent), 180);
+});
+runTest('getAutoArchiveEnabled: returns true by default', () => {
+    const agent = {};
+    assertEqual(getAutoArchiveEnabled(agent), true);
+});
+runTest('getAutoArchiveEnabled: returns false when explicitly disabled', () => {
+    const agent = { AutoArchiveEnabled: false };
+    assertEqual(getAutoArchiveEnabled(agent), false);
+});
+runTest('getAutoArchiveEnabled: returns true when explicitly enabled', () => {
+    const agent = { AutoArchiveEnabled: true };
+    assertEqual(getAutoArchiveEnabled(agent), true);
+});
+runTest('buildCleanupSummary: reports stale notes', () => {
+    const result = { notesArchived: 5, examplesArchived: 0, notesExpired: 0, examplesExpired: 0, errors: [] };
+    const summary = buildCleanupSummary(result);
+    assertContains(summary, '5 stale notes archived');
+});
+runTest('buildCleanupSummary: reports expired items', () => {
+    const result = { notesArchived: 0, examplesArchived: 0, notesExpired: 2, examplesExpired: 3, errors: [] };
+    const summary = buildCleanupSummary(result);
+    assertContains(summary, '2 expired notes archived');
+    assertContains(summary, '3 expired examples archived');
+});
+runTest('buildCleanupSummary: reports errors', () => {
+    const result = { notesArchived: 1, examplesArchived: 0, notesExpired: 0, examplesExpired: 0, errors: ['error1', 'error2'] };
+    const summary = buildCleanupSummary(result);
+    assertContains(summary, '2 errors encountered');
+});
+runTest('buildCleanupSummary: reports nothing needed when all zero', () => {
+    const result = { notesArchived: 0, examplesArchived: 0, notesExpired: 0, examplesExpired: 0, errors: [] };
+    const summary = buildCleanupSummary(result);
+    assertEqual(summary, 'No items needed archiving');
+});
+console.log('\n--- Extraction Guardrails Tests ---\n');
+function containsEphemeralPhrase(content) {
+    const ephemeralPatterns = [
+        /this time/i,
+        /just for now/i,
+        /today only/i,
+        /for this call/i,
+        /temporarily/i,
+        /one-time/i,
+        /exception/i,
+        /just once/i
+    ];
+    return ephemeralPatterns.some(pattern => pattern.test(content));
+}
+function containsDurablePhrase(content) {
+    const durablePatterns = [
+        /always/i,
+        /never/i,
+        /company policy/i,
+        /all customers/i,
+        /standard practice/i,
+        /we typically/i,
+        /our preference/i,
+        /every time/i,
+        /by default/i,
+        /as a rule/i
+    ];
+    return durablePatterns.some(pattern => pattern.test(content));
+}
+function containsPII(content) {
+    const piiPatterns = [
+        /\b\d{3}-\d{2}-\d{4}\b/,
+        /\b\d{16}\b/,
+        /password[:\s]+\S+/i,
+        /\bssn\b/i,
+        /passport\s*#?\s*\d+/i
+    ];
+    return piiPatterns.some(pattern => pattern.test(content));
+}
+runTest('containsEphemeralPhrase: detects "just for now"', () => {
+    assertTrue(containsEphemeralPhrase('Just for now, use bullet points'));
+});
+runTest('containsEphemeralPhrase: detects "this time"', () => {
+    assertTrue(containsEphemeralPhrase('This time I want a shorter response'));
+});
+runTest('containsEphemeralPhrase: returns false for durable content', () => {
+    assertTrue(!containsEphemeralPhrase('We always use metric units'));
+});
+runTest('containsDurablePhrase: detects "always"', () => {
+    assertTrue(containsDurablePhrase('We always use formal tone'));
+});
+runTest('containsDurablePhrase: detects "company policy"', () => {
+    assertTrue(containsDurablePhrase('Company policy requires approval'));
+});
+runTest('containsDurablePhrase: returns false for ephemeral content', () => {
+    assertTrue(!containsDurablePhrase('Just this once, skip the greeting'));
+});
+runTest('containsPII: detects SSN pattern', () => {
+    assertTrue(containsPII('My SSN is 123-45-6789'));
+});
+runTest('containsPII: detects password mention', () => {
+    assertTrue(containsPII('The password is: secret123'));
+});
+runTest('containsPII: returns false for safe content', () => {
+    assertTrue(!containsPII('User prefers bullet points'));
+});
+console.log('\n=== Test Summary ===\n');
+console.log(`Total: ${testsPassed + testsFailed}`);
+console.log(`Passed: ${testsPassed}`);
+console.log(`Failed: ${testsFailed}`);
+if (testsFailed > 0) {
+    process.exit(1);
+}
+console.log('\n✅ All tests passed!\n');
+//# sourceMappingURL=agent-memory-features.test.js.map

package/dist/__tests__/agent-memory-features.test.js.map

@@ -0,0 +1 @@
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package/dist/agent-context-injector.d.ts

@@ -1,5 +1,12 @@
 import { UserInfo } from "@memberjunction/core";
 import { AIAgentNoteEntity, AIAgentExampleEntity } from "@memberjunction/core-entities";
+import { UserScope } from "@memberjunction/ai-core-plus";
+import { RerankerConfiguration } from "@memberjunction/ai-reranker";
+export interface NotesObservabilityOptions {
+    agentRunID: string;
+    parentStepID?: string;
+    stepNumber?: number;
+}
 export interface GetNotesParams {
     agentId: string;
     userId?: string;
@@ -8,6 +15,9 @@ export interface GetNotesParams {
     strategy: 'Relevant' | 'Recent' | 'All';
     maxNotes: number;
     contextUser: UserInfo;
+    userScope?: UserScope;
+    rerankerConfig?: RerankerConfiguration | null;
+    observability?: NotesObservabilityOptions;
 }
 export interface GetExamplesParams {
     agentId: string;
@@ -17,6 +27,7 @@ export interface GetExamplesParams {
     strategy: 'Semantic' | 'Recent' | 'Rated';
     maxExamples: number;
     contextUser: UserInfo;
+    userScope?: UserScope;
 }
 export declare class AgentContextInjector {
     GetNotesForContext(params: GetNotesParams): Promise<AIAgentNoteEntity[]>;
@@ -26,9 +37,13 @@ export declare class AgentContextInjector {
     private queryNotesWithScoping;
     private queryExamplesWithScoping;
     private buildNotesScopingFilter;
+    private buildSaasScopeFilter;
     private filterExamplesByScoping;
+    private matchesSaasScope;
     private sortExamples;
-    FormatNotesForInjection(notes: AIAgentNoteEntity[]): string;
+    private sortNotes;
+    FormatNotesForInjection(notes: AIAgentNoteEntity[], includeMemoryPolicy?: boolean): string;
+    private determineSaaSScope;
     FormatExamplesForInjection(examples: AIAgentExampleEntity[]): string;
     private determineNoteScope;
 }

package/dist/agent-context-injector.d.ts.map

@@ -1 +1 @@
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