@symerian/symi 3.0.21 → 3.0.22

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (688) hide show
  1. package/dist/build-info.json +3 -3
  2. package/dist/canvas-host/a2ui/.bundle.hash +1 -1
  3. package/package.json +1 -1
  4. package/docs/.i18n/README.md +0 -31
  5. package/docs/.i18n/glossary.ja-JP.json +0 -14
  6. package/docs/.i18n/glossary.zh-CN.json +0 -210
  7. package/docs/.i18n/ja-JP.tm.jsonl +0 -0
  8. package/docs/.i18n/zh-CN.tm.jsonl +0 -1303
  9. package/docs/CNAME +0 -1
  10. package/docs/assets/install-script.svg +0 -1
  11. package/docs/assets/macos-onboarding/01-macos-warning.jpeg +0 -0
  12. package/docs/assets/macos-onboarding/02-local-networks.jpeg +0 -0
  13. package/docs/assets/macos-onboarding/03-security-notice.png +0 -0
  14. package/docs/assets/macos-onboarding/04-choose-gateway.png +0 -0
  15. package/docs/assets/macos-onboarding/05-permissions.png +0 -0
  16. package/docs/assets/pixel-symi.svg +0 -60
  17. package/docs/assets/showcase/agents-ui.jpg +0 -0
  18. package/docs/assets/showcase/bambu-cli.png +0 -0
  19. package/docs/assets/showcase/codexmonitor.png +0 -0
  20. package/docs/assets/showcase/gohome-grafana.png +0 -0
  21. package/docs/assets/showcase/ios-testflight.jpg +0 -0
  22. package/docs/assets/showcase/oura-health.png +0 -0
  23. package/docs/assets/showcase/padel-cli.svg +0 -11
  24. package/docs/assets/showcase/padel-screenshot.jpg +0 -0
  25. package/docs/assets/showcase/papla-tts.jpg +0 -0
  26. package/docs/assets/showcase/pr-review-telegram.jpg +0 -0
  27. package/docs/assets/showcase/roborock-screenshot.jpg +0 -0
  28. package/docs/assets/showcase/roborock-status.svg +0 -13
  29. package/docs/assets/showcase/roof-camera-sky.jpg +0 -0
  30. package/docs/assets/showcase/snag.png +0 -0
  31. package/docs/assets/showcase/tesco-shop.jpg +0 -0
  32. package/docs/assets/showcase/wienerlinien.png +0 -0
  33. package/docs/assets/showcase/wine-cellar-skill.jpg +0 -0
  34. package/docs/assets/showcase/winix-air-purifier.jpg +0 -0
  35. package/docs/assets/showcase/xuezh-pronunciation.jpeg +0 -0
  36. package/docs/assets/sponsors/blacksmith.svg +0 -14
  37. package/docs/assets/sponsors/openai.svg +0 -3
  38. package/docs/assets/symi-logo-text-dark.png +0 -0
  39. package/docs/assets/symi-logo-text.png +0 -0
  40. package/docs/automation/auth-monitoring.md +0 -44
  41. package/docs/automation/cron-jobs.md +0 -540
  42. package/docs/automation/cron-vs-heartbeat.md +0 -286
  43. package/docs/automation/gmail-pubsub.md +0 -256
  44. package/docs/automation/hooks.md +0 -998
  45. package/docs/automation/poll.md +0 -61
  46. package/docs/automation/troubleshooting.md +0 -122
  47. package/docs/automation/webhook.md +0 -213
  48. package/docs/brave-search.md +0 -41
  49. package/docs/capabilities.md +0 -151
  50. package/docs/channels/bluebubbles.md +0 -346
  51. package/docs/channels/broadcast-groups.md +0 -441
  52. package/docs/channels/channel-routing.md +0 -112
  53. package/docs/channels/feishu.md +0 -586
  54. package/docs/channels/googlechat.md +0 -253
  55. package/docs/channels/grammy.md +0 -31
  56. package/docs/channels/group-messages.md +0 -82
  57. package/docs/channels/groups.md +0 -364
  58. package/docs/channels/imessage.md +0 -366
  59. package/docs/channels/index.md +0 -46
  60. package/docs/channels/irc.md +0 -234
  61. package/docs/channels/line.md +0 -186
  62. package/docs/channels/location.md +0 -56
  63. package/docs/channels/matrix.md +0 -300
  64. package/docs/channels/mattermost.md +0 -158
  65. package/docs/channels/msteams.md +0 -769
  66. package/docs/channels/nextcloud-talk.md +0 -138
  67. package/docs/channels/nostr.md +0 -233
  68. package/docs/channels/pairing.md +0 -100
  69. package/docs/channels/signal.md +0 -322
  70. package/docs/channels/slack.md +0 -510
  71. package/docs/channels/telegram.md +0 -748
  72. package/docs/channels/tlon.md +0 -148
  73. package/docs/channels/troubleshooting.md +0 -110
  74. package/docs/channels/twitch.md +0 -379
  75. package/docs/channels/whatsapp.md +0 -444
  76. package/docs/channels/zalo.md +0 -192
  77. package/docs/channels/zalouser.md +0 -140
  78. package/docs/ci.md +0 -50
  79. package/docs/cli/acp.md +0 -182
  80. package/docs/cli/agent.md +0 -24
  81. package/docs/cli/agents.md +0 -75
  82. package/docs/cli/approvals.md +0 -50
  83. package/docs/cli/browser.md +0 -107
  84. package/docs/cli/channels.md +0 -73
  85. package/docs/cli/config.md +0 -50
  86. package/docs/cli/configure.md +0 -32
  87. package/docs/cli/cron.md +0 -44
  88. package/docs/cli/dashboard.md +0 -16
  89. package/docs/cli/devices.md +0 -73
  90. package/docs/cli/directory.md +0 -62
  91. package/docs/cli/dns.md +0 -23
  92. package/docs/cli/docs.md +0 -15
  93. package/docs/cli/doctor.md +0 -41
  94. package/docs/cli/gateway.md +0 -202
  95. package/docs/cli/health.md +0 -21
  96. package/docs/cli/hooks.md +0 -313
  97. package/docs/cli/index.md +0 -1029
  98. package/docs/cli/logs.md +0 -28
  99. package/docs/cli/memory.md +0 -45
  100. package/docs/cli/message.md +0 -214
  101. package/docs/cli/models.md +0 -79
  102. package/docs/cli/node.md +0 -112
  103. package/docs/cli/nodes.md +0 -73
  104. package/docs/cli/onboard.md +0 -76
  105. package/docs/cli/pairing.md +0 -21
  106. package/docs/cli/plugins.md +0 -92
  107. package/docs/cli/reset.md +0 -17
  108. package/docs/cli/sandbox.md +0 -152
  109. package/docs/cli/security.md +0 -64
  110. package/docs/cli/sessions.md +0 -16
  111. package/docs/cli/setup.md +0 -29
  112. package/docs/cli/skills.md +0 -26
  113. package/docs/cli/status.md +0 -25
  114. package/docs/cli/system.md +0 -60
  115. package/docs/cli/tui.md +0 -23
  116. package/docs/cli/uninstall.md +0 -17
  117. package/docs/cli/update.md +0 -98
  118. package/docs/cli/voicecall.md +0 -34
  119. package/docs/cli/webhooks.md +0 -25
  120. package/docs/concepts/agent-loop.md +0 -148
  121. package/docs/concepts/agent-workspace.md +0 -234
  122. package/docs/concepts/agent.md +0 -123
  123. package/docs/concepts/architecture.md +0 -135
  124. package/docs/concepts/compaction.md +0 -61
  125. package/docs/concepts/context.md +0 -161
  126. package/docs/concepts/features.md +0 -51
  127. package/docs/concepts/markdown-formatting.md +0 -128
  128. package/docs/concepts/memory.md +0 -729
  129. package/docs/concepts/messages.md +0 -153
  130. package/docs/concepts/model-failover.md +0 -149
  131. package/docs/concepts/model-providers.md +0 -424
  132. package/docs/concepts/models.md +0 -208
  133. package/docs/concepts/multi-agent.md +0 -521
  134. package/docs/concepts/oauth.md +0 -145
  135. package/docs/concepts/presence.md +0 -102
  136. package/docs/concepts/queue.md +0 -86
  137. package/docs/concepts/retry.md +0 -64
  138. package/docs/concepts/session-pruning.md +0 -123
  139. package/docs/concepts/session-tool.md +0 -213
  140. package/docs/concepts/session.md +0 -199
  141. package/docs/concepts/sessions.md +0 -10
  142. package/docs/concepts/streaming.md +0 -129
  143. package/docs/concepts/system-prompt.md +0 -128
  144. package/docs/concepts/timezone.md +0 -90
  145. package/docs/concepts/typebox.md +0 -289
  146. package/docs/concepts/typing-indicators.md +0 -68
  147. package/docs/concepts/usage-tracking.md +0 -35
  148. package/docs/date-time.md +0 -127
  149. package/docs/debug/node-issue.md +0 -85
  150. package/docs/diagnostics/flags.md +0 -91
  151. package/docs/docs.json +0 -1849
  152. package/docs/experiments/onboarding-config-protocol.md +0 -40
  153. package/docs/experiments/plans/browser-evaluate-cdp-refactor.md +0 -229
  154. package/docs/experiments/plans/cron-add-hardening.md +0 -62
  155. package/docs/experiments/plans/group-policy-hardening.md +0 -40
  156. package/docs/experiments/plans/openresponses-gateway.md +0 -123
  157. package/docs/experiments/plans/pty-process-supervision.md +0 -192
  158. package/docs/experiments/plans/session-binding-channel-agnostic.md +0 -202
  159. package/docs/experiments/plans/thread-bound-subagents.md +0 -281
  160. package/docs/experiments/proposals/model-config.md +0 -36
  161. package/docs/experiments/research/memory.md +0 -228
  162. package/docs/gateway/authentication.md +0 -162
  163. package/docs/gateway/background-process.md +0 -96
  164. package/docs/gateway/bonjour.md +0 -177
  165. package/docs/gateway/bridge-protocol.md +0 -91
  166. package/docs/gateway/cli-backends.md +0 -225
  167. package/docs/gateway/configuration-examples.md +0 -610
  168. package/docs/gateway/configuration-reference.md +0 -2465
  169. package/docs/gateway/configuration.md +0 -488
  170. package/docs/gateway/discovery.md +0 -123
  171. package/docs/gateway/doctor.md +0 -282
  172. package/docs/gateway/gateway-lock.md +0 -34
  173. package/docs/gateway/health.md +0 -35
  174. package/docs/gateway/heartbeat.md +0 -374
  175. package/docs/gateway/index.md +0 -254
  176. package/docs/gateway/local-models.md +0 -150
  177. package/docs/gateway/logging.md +0 -113
  178. package/docs/gateway/multiple-gateways.md +0 -112
  179. package/docs/gateway/network-model.md +0 -20
  180. package/docs/gateway/openai-http-api.md +0 -119
  181. package/docs/gateway/openresponses-http-api.md +0 -333
  182. package/docs/gateway/pairing.md +0 -99
  183. package/docs/gateway/protocol.md +0 -221
  184. package/docs/gateway/remote-gateway-readme.md +0 -158
  185. package/docs/gateway/remote.md +0 -131
  186. package/docs/gateway/sandbox-vs-tool-policy-vs-elevated.md +0 -128
  187. package/docs/gateway/sandboxing.md +0 -203
  188. package/docs/gateway/security/index.md +0 -931
  189. package/docs/gateway/tailscale.md +0 -132
  190. package/docs/gateway/tools-invoke-http-api.md +0 -110
  191. package/docs/gateway/troubleshooting.md +0 -317
  192. package/docs/gateway/trusted-proxy-auth.md +0 -270
  193. package/docs/glass-ui-rendering-invariants.md +0 -451
  194. package/docs/help/debugging.md +0 -162
  195. package/docs/help/environment.md +0 -107
  196. package/docs/help/faq.md +0 -2846
  197. package/docs/help/index.md +0 -21
  198. package/docs/help/scripts.md +0 -28
  199. package/docs/help/testing.md +0 -385
  200. package/docs/help/troubleshooting.md +0 -264
  201. package/docs/images/configure-model-picker-unsearchable.png +0 -0
  202. package/docs/images/feishu-step2-create-app.png +0 -0
  203. package/docs/images/feishu-step3-credentials.png +0 -0
  204. package/docs/images/feishu-step4-permissions.png +0 -0
  205. package/docs/images/feishu-step5-bot-capability.png +0 -0
  206. package/docs/images/feishu-step6-event-subscription.png +0 -0
  207. package/docs/images/groups-flow.svg +0 -52
  208. package/docs/images/mobile-ui-screenshot.png +0 -0
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  210. package/docs/install/ansible.md +0 -207
  211. package/docs/install/bun.md +0 -59
  212. package/docs/install/development-channels.md +0 -75
  213. package/docs/install/docker.md +0 -583
  214. package/docs/install/exe-dev.md +0 -126
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  222. package/docs/install/nix.md +0 -98
  223. package/docs/install/node.md +0 -138
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  225. package/docs/install/podman.md +0 -108
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  230. package/docs/ja-JP/AGENTS.md +0 -37
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  232. package/docs/ja-JP/start/getting-started.md +0 -125
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  234. package/docs/logging.md +0 -350
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  236. package/docs/network.md +0 -54
  237. package/docs/nodes/audio.md +0 -133
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  241. package/docs/nodes/location-command.md +0 -113
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  243. package/docs/nodes/talk.md +0 -90
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  245. package/docs/nodes/voicewake.md +0 -65
  246. package/docs/perplexity.md +0 -80
  247. package/docs/phase-6.5-pre-flight-audit.md +0 -268
  248. package/docs/pi-dev.md +0 -70
  249. package/docs/pi.md +0 -610
  250. package/docs/platforms/android.md +0 -151
  251. package/docs/platforms/digitalocean.md +0 -265
  252. package/docs/platforms/index.md +0 -53
  253. package/docs/platforms/ios.md +0 -108
  254. package/docs/platforms/linux.md +0 -94
  255. package/docs/platforms/mac/bundled-gateway.md +0 -73
  256. package/docs/platforms/mac/canvas.md +0 -125
  257. package/docs/platforms/mac/child-process.md +0 -69
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  259. package/docs/platforms/mac/health.md +0 -34
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  274. package/docs/platforms/oracle.md +0 -303
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  279. package/docs/plugins/manifest.md +0 -71
  280. package/docs/plugins/voice-call.md +0 -322
  281. package/docs/plugins/zalouser.md +0 -81
  282. package/docs/prose.md +0 -134
  283. package/docs/providers/anthropic.md +0 -174
  284. package/docs/providers/bedrock.md +0 -176
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  294. package/docs/providers/models.md +0 -52
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- ---
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- title: "Memory"
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- summary: "How Symi memory works (workspace files + automatic memory flush)"
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- read_when:
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- - You want the memory file layout and workflow
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- - You want to tune the automatic pre-compaction memory flush
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- ---
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-
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- # Memory
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-
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- Symi memory is **plain Markdown in the agent workspace**. The files are the
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- source of truth; the model only "remembers" what gets written to disk.
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-
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- Memory search tools are provided by the active memory plugin (default:
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- `memory-core`). Disable memory plugins with `plugins.slots.memory = "none"`.
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-
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- ## Memory files (Markdown)
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-
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- The default workspace layout uses two memory layers:
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-
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- - `memory/YYYY-MM-DD.md`
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- - Daily log (append-only).
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- - Read today + yesterday at session start.
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- - `MEMORY.md` (optional)
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- - Curated long-term memory.
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- - **Only load in the main, private session** (never in group contexts).
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-
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- These files live under the workspace (`agents.defaults.workspace`, default
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- `~/.symi/workspace`). See [Agent workspace](/concepts/agent-workspace) for the full layout.
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-
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- ## Memory tools
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-
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- Symi exposes two agent-facing tools for these Markdown files:
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-
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- - `memory_search` — semantic recall over indexed snippets.
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- - `memory_get` — targeted read of a specific Markdown file/line range.
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-
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- `memory_get` now **degrades gracefully when a file doesn't exist** (for example,
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- today's daily log before the first write). Both the builtin manager and the QMD
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- backend return `{ text: "", path }` instead of throwing `ENOENT`, so agents can
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- handle "nothing recorded yet" and continue their workflow without wrapping the
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- tool call in try/catch logic.
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-
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- ## When to write memory
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-
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- - Decisions, preferences, and durable facts go to `MEMORY.md`.
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- - Day-to-day notes and running context go to `memory/YYYY-MM-DD.md`.
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- - If someone says "remember this," write it down (do not keep it in RAM).
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- - This area is still evolving. It helps to remind the model to store memories; it will know what to do.
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- - If you want something to stick, **ask the bot to write it** into memory.
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-
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- ## Automatic memory flush (pre-compaction ping)
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-
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- When a session is **close to auto-compaction**, Symi triggers a **silent,
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- agentic turn** that reminds the model to write durable memory **before** the
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- context is compacted. The default prompts explicitly say the model _may reply_,
57
- but usually `NO_REPLY` is the correct response so the user never sees this turn.
58
-
59
- This is controlled by `agents.defaults.compaction.memoryFlush`:
60
-
61
- ```json5
62
- {
63
- agents: {
64
- defaults: {
65
- compaction: {
66
- reserveTokensFloor: 20000,
67
- memoryFlush: {
68
- enabled: true,
69
- softThresholdTokens: 4000,
70
- systemPrompt: "Session nearing compaction. Store durable memories now.",
71
- prompt: "Write any lasting notes to memory/YYYY-MM-DD.md; reply with NO_REPLY if nothing to store.",
72
- },
73
- },
74
- },
75
- },
76
- }
77
- ```
78
-
79
- Details:
80
-
81
- - **Soft threshold**: flush triggers when the session token estimate crosses
82
- `contextWindow - reserveTokensFloor - softThresholdTokens`.
83
- - **Silent** by default: prompts include `NO_REPLY` so nothing is delivered.
84
- - **Two prompts**: a user prompt plus a system prompt append the reminder.
85
- - **One flush per compaction cycle** (tracked in `sessions.json`).
86
- - **Workspace must be writable**: if the session runs sandboxed with
87
- `workspaceAccess: "ro"` or `"none"`, the flush is skipped.
88
-
89
- For the full compaction lifecycle, see
90
- [Session management + compaction](/reference/session-management-compaction).
91
-
92
- ## Vector memory search
93
-
94
- Symi can build a small vector index over `MEMORY.md` and `memory/*.md` so
95
- semantic queries can find related notes even when wording differs.
96
-
97
- Defaults:
98
-
99
- - Enabled by default.
100
- - Watches memory files for changes (debounced).
101
- - Configure memory search under `agents.defaults.memorySearch` (not top-level
102
- `memorySearch`).
103
- - Uses remote embeddings by default. If `memorySearch.provider` is not set, Symi auto-selects:
104
- 1. `local` if a `memorySearch.local.modelPath` is configured and the file exists.
105
- 2. `openai` if an OpenAI key can be resolved.
106
- 3. `gemini` if a Gemini key can be resolved.
107
- 4. `voyage` if a Voyage key can be resolved.
108
- 5. Otherwise memory search stays disabled until configured.
109
- - Local mode uses node-llama-cpp and may require `pnpm approve-builds`.
110
- - Uses sqlite-vec (when available) to accelerate vector search inside SQLite.
111
-
112
- Remote embeddings **require** an API key for the embedding provider. Symi
113
- resolves keys from auth profiles, `models.providers.*.apiKey`, or environment
114
- variables. Codex OAuth only covers chat/completions and does **not** satisfy
115
- embeddings for memory search. For Gemini, use `GEMINI_API_KEY` or
116
- `models.providers.google.apiKey`. For Voyage, use `VOYAGE_API_KEY` or
117
- `models.providers.voyage.apiKey`. When using a custom OpenAI-compatible endpoint,
118
- set `memorySearch.remote.apiKey` (and optional `memorySearch.remote.headers`).
119
-
120
- ### QMD backend (experimental)
121
-
122
- Set `memory.backend = "qmd"` to swap the built-in SQLite indexer for
123
- [QMD](https://github.com/tobi/qmd): a local-first search sidecar that combines
124
- BM25 + vectors + reranking. Markdown stays the source of truth; Symi shells
125
- out to QMD for retrieval. Key points:
126
-
127
- **Prereqs**
128
-
129
- - Disabled by default. Opt in per-config (`memory.backend = "qmd"`).
130
- - Install the QMD CLI separately (`bun install -g https://github.com/tobi/qmd` or grab
131
- a release) and make sure the `qmd` binary is on the gateway’s `PATH`.
132
- - QMD needs an SQLite build that allows extensions (`brew install sqlite` on
133
- macOS).
134
- - QMD runs fully locally via Bun + `node-llama-cpp` and auto-downloads GGUF
135
- models from HuggingFace on first use (no separate Ollama daemon required).
136
- - The gateway runs QMD in a self-contained XDG home under
137
- `~/.symi/agents/<agentId>/qmd/` by setting `XDG_CONFIG_HOME` and
138
- `XDG_CACHE_HOME`.
139
- - OS support: macOS and Linux work out of the box once Bun + SQLite are
140
- installed. Windows is best supported via WSL2.
141
-
142
- **How the sidecar runs**
143
-
144
- - The gateway writes a self-contained QMD home under
145
- `~/.symi/agents/<agentId>/qmd/` (config + cache + sqlite DB).
146
- - Collections are created via `qmd collection add` from `memory.qmd.paths`
147
- (plus default workspace memory files), then `qmd update` + `qmd embed` run
148
- on boot and on a configurable interval (`memory.qmd.update.interval`,
149
- default 5 m).
150
- - The gateway now initializes the QMD manager on startup, so periodic update
151
- timers are armed even before the first `memory_search` call.
152
- - Boot refresh now runs in the background by default so chat startup is not
153
- blocked; set `memory.qmd.update.waitForBootSync = true` to keep the previous
154
- blocking behavior.
155
- - Searches run via `memory.qmd.searchMode` (default `qmd search --json`; also
156
- supports `vsearch` and `query`). If the selected mode rejects flags on your
157
- QMD build, Symi retries with `qmd query`. If QMD fails or the binary is
158
- missing, Symi automatically falls back to the builtin SQLite manager so
159
- memory tools keep working.
160
- - Symi does not expose QMD embed batch-size tuning today; batch behavior is
161
- controlled by QMD itself.
162
- - **First search may be slow**: QMD may download local GGUF models (reranker/query
163
- expansion) on the first `qmd query` run.
164
- - Symi sets `XDG_CONFIG_HOME`/`XDG_CACHE_HOME` automatically when it runs QMD.
165
- - If you want to pre-download models manually (and warm the same index Symi
166
- uses), run a one-off query with the agent’s XDG dirs.
167
-
168
- Symi’s QMD state lives under your **state dir** (defaults to `~/.symi`).
169
- You can point `qmd` at the exact same index by exporting the same XDG vars
170
- Symi uses:
171
-
172
- ```bash
173
- # Pick the same state dir Symi uses
174
- STATE_DIR="${SYMI_STATE_DIR:-$HOME/.symi}"
175
-
176
- export XDG_CONFIG_HOME="$STATE_DIR/agents/main/qmd/xdg-config"
177
- export XDG_CACHE_HOME="$STATE_DIR/agents/main/qmd/xdg-cache"
178
-
179
- # (Optional) force an index refresh + embeddings
180
- qmd update
181
- qmd embed
182
-
183
- # Warm up / trigger first-time model downloads
184
- qmd query "test" -c memory-root --json >/dev/null 2>&1
185
- ```
186
-
187
- **Config surface (`memory.qmd.*`)**
188
-
189
- - `command` (default `qmd`): override the executable path.
190
- - `searchMode` (default `search`): pick which QMD command backs
191
- `memory_search` (`search`, `vsearch`, `query`).
192
- - `includeDefaultMemory` (default `true`): auto-index `MEMORY.md` + `memory/**/*.md`.
193
- - `paths[]`: add extra directories/files (`path`, optional `pattern`, optional
194
- stable `name`).
195
- - `sessions`: opt into session JSONL indexing (`enabled`, `retentionDays`,
196
- `exportDir`).
197
- - `update`: controls refresh cadence and maintenance execution:
198
- (`interval`, `debounceMs`, `onBoot`, `waitForBootSync`, `embedInterval`,
199
- `commandTimeoutMs`, `updateTimeoutMs`, `embedTimeoutMs`).
200
- - `limits`: clamp recall payload (`maxResults`, `maxSnippetChars`,
201
- `maxInjectedChars`, `timeoutMs`).
202
- - `scope`: same schema as [`session.sendPolicy`](/gateway/configuration#session).
203
- Default is DM-only (`deny` all, `allow` direct chats); loosen it to surface QMD
204
- hits in groups/channels.
205
- - `match.keyPrefix` matches the **normalized** session key (lowercased, with any
206
- - `match.rawKeyPrefix` matches the **raw** session key (lowercased), including
207
- - Legacy: `match.keyPrefix: "agent:..."` is still treated as a raw-key prefix,
208
- but prefer `rawKeyPrefix` for clarity.
209
- - When `scope` denies a search, Symi logs a warning with the derived
210
- `channel`/`chatType` so empty results are easier to debug.
211
- - Snippets sourced outside the workspace show up as
212
- `qmd/<collection>/<relative-path>` in `memory_search` results; `memory_get`
213
- understands that prefix and reads from the configured QMD collection root.
214
- - When `memory.qmd.sessions.enabled = true`, Symi exports sanitized session
215
- transcripts (User/Assistant turns) into a dedicated QMD collection under
216
- `~/.symi/agents/<id>/qmd/sessions/`, so `memory_search` can recall recent
217
- conversations without touching the builtin SQLite index.
218
- - `memory_search` snippets now include a `Source: <path#line>` footer when
219
- `memory.citations` is `auto`/`on`; set `memory.citations = "off"` to keep
220
- the path metadata internal (the agent still receives the path for
221
- `memory_get`, but the snippet text omits the footer and the system prompt
222
- warns the agent not to cite it).
223
-
224
- **Example**
225
-
226
- ```json5
227
- memory: {
228
- backend: "qmd",
229
- citations: "auto",
230
- qmd: {
231
- includeDefaultMemory: true,
232
- update: { interval: "5m", debounceMs: 15000 },
233
- limits: { maxResults: 6, timeoutMs: 4000 },
234
- scope: {
235
- default: "deny",
236
- rules: [
237
- { action: "allow", match: { chatType: "direct" } },
238
- // Normalized session-key prefix (strips `agent:<id>:`).
239
- // Raw session-key prefix (includes `agent:<id>:`).
240
- ]
241
- },
242
- paths: [
243
- { name: "docs", path: "~/notes", pattern: "**/*.md" }
244
- ]
245
- }
246
- }
247
- ```
248
-
249
- **Citations & fallback**
250
-
251
- - `memory.citations` applies regardless of backend (`auto`/`on`/`off`).
252
- - When `qmd` runs, we tag `status().backend = "qmd"` so diagnostics show which
253
- engine served the results. If the QMD subprocess exits or JSON output can’t be
254
- parsed, the search manager logs a warning and returns the builtin provider
255
- (existing Markdown embeddings) until QMD recovers.
256
-
257
- ### Additional memory paths
258
-
259
- If you want to index Markdown files outside the default workspace layout, add
260
- explicit paths:
261
-
262
- ```json5
263
- agents: {
264
- defaults: {
265
- memorySearch: {
266
- extraPaths: ["../team-docs", "/srv/shared-notes/overview.md"]
267
- }
268
- }
269
- }
270
- ```
271
-
272
- Notes:
273
-
274
- - Paths can be absolute or workspace-relative.
275
- - Directories are scanned recursively for `.md` files.
276
- - Only Markdown files are indexed.
277
- - Symlinks are ignored (files or directories).
278
-
279
- ### Gemini embeddings (native)
280
-
281
- Set the provider to `gemini` to use the Gemini embeddings API directly:
282
-
283
- ```json5
284
- agents: {
285
- defaults: {
286
- memorySearch: {
287
- provider: "gemini",
288
- model: "gemini-embedding-001",
289
- remote: {
290
- apiKey: "YOUR_GEMINI_API_KEY"
291
- }
292
- }
293
- }
294
- }
295
- ```
296
-
297
- Notes:
298
-
299
- - `remote.baseUrl` is optional (defaults to the Gemini API base URL).
300
- - `remote.headers` lets you add extra headers if needed.
301
- - Default model: `gemini-embedding-001`.
302
-
303
- If you want to use a **custom OpenAI-compatible endpoint** (OpenRouter, vLLM, or a proxy),
304
- you can use the `remote` configuration with the OpenAI provider:
305
-
306
- ```json5
307
- agents: {
308
- defaults: {
309
- memorySearch: {
310
- provider: "openai",
311
- model: "text-embedding-3-small",
312
- remote: {
313
- baseUrl: "https://api.example.com/v1/",
314
- apiKey: "YOUR_OPENAI_COMPAT_API_KEY",
315
- headers: { "X-Custom-Header": "value" }
316
- }
317
- }
318
- }
319
- }
320
- ```
321
-
322
- If you don't want to set an API key, use `memorySearch.provider = "local"` or set
323
- `memorySearch.fallback = "none"`.
324
-
325
- Fallbacks:
326
-
327
- - `memorySearch.fallback` can be `openai`, `gemini`, `local`, or `none`.
328
- - The fallback provider is only used when the primary embedding provider fails.
329
-
330
- Batch indexing (OpenAI + Gemini + Voyage):
331
-
332
- - Disabled by default. Set `agents.defaults.memorySearch.remote.batch.enabled = true` to enable for large-corpus indexing (OpenAI, Gemini, and Voyage).
333
- - Default behavior waits for batch completion; tune `remote.batch.wait`, `remote.batch.pollIntervalMs`, and `remote.batch.timeoutMinutes` if needed.
334
- - Set `remote.batch.concurrency` to control how many batch jobs we submit in parallel (default: 2).
335
- - Batch mode applies when `memorySearch.provider = "openai"` or `"gemini"` and uses the corresponding API key.
336
- - Gemini batch jobs use the async embeddings batch endpoint and require Gemini Batch API availability.
337
-
338
- Why OpenAI batch is fast + cheap:
339
-
340
- - For large backfills, OpenAI is typically the fastest option we support because we can submit many embedding requests in a single batch job and let OpenAI process them asynchronously.
341
- - OpenAI offers discounted pricing for Batch API workloads, so large indexing runs are usually cheaper than sending the same requests synchronously.
342
- - See the OpenAI Batch API docs and pricing for details:
343
- - [https://platform.openai.com/docs/api-reference/batch](https://platform.openai.com/docs/api-reference/batch)
344
- - [https://platform.openai.com/pricing](https://platform.openai.com/pricing)
345
-
346
- Config example:
347
-
348
- ```json5
349
- agents: {
350
- defaults: {
351
- memorySearch: {
352
- provider: "openai",
353
- model: "text-embedding-3-small",
354
- fallback: "openai",
355
- remote: {
356
- batch: { enabled: true, concurrency: 2 }
357
- },
358
- sync: { watch: true }
359
- }
360
- }
361
- }
362
- ```
363
-
364
- Tools:
365
-
366
- - `memory_search` — returns snippets with file + line ranges.
367
- - `memory_get` — read memory file content by path.
368
-
369
- Local mode:
370
-
371
- - Set `agents.defaults.memorySearch.provider = "local"`.
372
- - Provide `agents.defaults.memorySearch.local.modelPath` (GGUF or `hf:` URI).
373
- - Optional: set `agents.defaults.memorySearch.fallback = "none"` to avoid remote fallback.
374
-
375
- ### How the memory tools work
376
-
377
- - `memory_search` semantically searches Markdown chunks (~400 token target, 80-token overlap) from `MEMORY.md` + `memory/**/*.md`. It returns snippet text (capped ~700 chars), file path, line range, score, provider/model, and whether we fell back from local → remote embeddings. No full file payload is returned.
378
- - `memory_get` reads a specific memory Markdown file (workspace-relative), optionally from a starting line and for N lines. Paths outside `MEMORY.md` / `memory/` are rejected.
379
- - Both tools are enabled only when `memorySearch.enabled` resolves true for the agent.
380
-
381
- ### What gets indexed (and when)
382
-
383
- - File type: Markdown only (`MEMORY.md`, `memory/**/*.md`).
384
- - Index storage: per-agent SQLite at `~/.symi/memory/<agentId>.sqlite` (configurable via `agents.defaults.memorySearch.store.path`, supports `{agentId}` token).
385
- - Freshness: watcher on `MEMORY.md` + `memory/` marks the index dirty (debounce 1.5s). Sync is scheduled on session start, on search, or on an interval and runs asynchronously. Session transcripts use delta thresholds to trigger background sync.
386
- - Reindex triggers: the index stores the embedding **provider/model + endpoint fingerprint + chunking params**. If any of those change, Symi automatically resets and reindexes the entire store.
387
-
388
- ### Hybrid search (BM25 + vector)
389
-
390
- When enabled, Symi combines:
391
-
392
- - **Vector similarity** (semantic match, wording can differ)
393
- - **BM25 keyword relevance** (exact tokens like IDs, env vars, code symbols)
394
-
395
- If full-text search is unavailable on your platform, Symi falls back to vector-only search.
396
-
397
- #### Why hybrid?
398
-
399
- Vector search is great at “this means the same thing”:
400
-
401
- - “Mac Studio gateway host” vs “the machine running the gateway”
402
- - “debounce file updates” vs “avoid indexing on every write”
403
-
404
- But it can be weak at exact, high-signal tokens:
405
-
406
- - IDs (`a828e60`, `b3b9895a…`)
407
- - code symbols (`memorySearch.query.hybrid`)
408
- - error strings ("sqlite-vec unavailable")
409
-
410
- BM25 (full-text) is the opposite: strong at exact tokens, weaker at paraphrases.
411
- Hybrid search is the pragmatic middle ground: **use both retrieval signals** so you get
412
- good results for both "natural language" queries and "needle in a haystack" queries.
413
-
414
- #### How we merge results (the current design)
415
-
416
- Implementation sketch:
417
-
418
- 1. Retrieve a candidate pool from both sides:
419
-
420
- - **Vector**: top `maxResults * candidateMultiplier` by cosine similarity.
421
- - **BM25**: top `maxResults * candidateMultiplier` by FTS5 BM25 rank (lower is better).
422
-
423
- 2. Convert BM25 rank into a 0..1-ish score:
424
-
425
- - `textScore = 1 / (1 + max(0, bm25Rank))`
426
-
427
- 3. Union candidates by chunk id and compute a weighted score:
428
-
429
- - `finalScore = vectorWeight * vectorScore + textWeight * textScore`
430
-
431
- Notes:
432
-
433
- - `vectorWeight` + `textWeight` is normalized to 1.0 in config resolution, so weights behave as percentages.
434
- - If embeddings are unavailable (or the provider returns a zero-vector), we still run BM25 and return keyword matches.
435
- - If FTS5 can't be created, we keep vector-only search (no hard failure).
436
-
437
- This isn't "IR-theory perfect", but it's simple, fast, and tends to improve recall/precision on real notes.
438
- If we want to get fancier later, common next steps are Reciprocal Rank Fusion (RRF) or score normalization
439
- (min/max or z-score) before mixing.
440
-
441
- #### Post-processing pipeline
442
-
443
- After merging vector and keyword scores, two optional post-processing stages
444
- refine the result list before it reaches the agent:
445
-
446
- ```
447
- Vector + Keyword → Weighted Merge → Temporal Decay → Sort → MMR → Top-K Results
448
- ```
449
-
450
- Both stages are **off by default** and can be enabled independently.
451
-
452
- #### MMR re-ranking (diversity)
453
-
454
- When hybrid search returns results, multiple chunks may contain similar or overlapping content.
455
- For example, searching for "home network setup" might return five nearly identical snippets
456
- from different daily notes that all mention the same router configuration.
457
-
458
- **MMR (Maximal Marginal Relevance)** re-ranks the results to balance relevance with diversity,
459
- ensuring the top results cover different aspects of the query instead of repeating the same information.
460
-
461
- How it works:
462
-
463
- 1. Results are scored by their original relevance (vector + BM25 weighted score).
464
- 2. MMR iteratively selects results that maximize: `λ × relevance − (1−λ) × max_similarity_to_selected`.
465
- 3. Similarity between results is measured using Jaccard text similarity on tokenized content.
466
-
467
- The `lambda` parameter controls the trade-off:
468
-
469
- - `lambda = 1.0` → pure relevance (no diversity penalty)
470
- - `lambda = 0.0` → maximum diversity (ignores relevance)
471
- - Default: `0.7` (balanced, slight relevance bias)
472
-
473
- **Example — query: "home network setup"**
474
-
475
- Given these memory files:
476
-
477
- ```
478
- memory/2026-02-10.md → "Configured Omada router, set VLAN 10 for IoT devices"
479
- memory/2026-02-08.md → "Configured Omada router, moved IoT to VLAN 10"
480
- memory/2026-02-05.md → "Set up AdGuard DNS on 192.168.10.2"
481
- memory/network.md → "Router: Omada ER605, AdGuard: 192.168.10.2, VLAN 10: IoT"
482
- ```
483
-
484
- Without MMR — top 3 results:
485
-
486
- ```
487
- 1. memory/2026-02-10.md (score: 0.92) ← router + VLAN
488
- 2. memory/2026-02-08.md (score: 0.89) ← router + VLAN (near-duplicate!)
489
- 3. memory/network.md (score: 0.85) ← reference doc
490
- ```
491
-
492
- With MMR (λ=0.7) — top 3 results:
493
-
494
- ```
495
- 1. memory/2026-02-10.md (score: 0.92) ← router + VLAN
496
- 2. memory/network.md (score: 0.85) ← reference doc (diverse!)
497
- 3. memory/2026-02-05.md (score: 0.78) ← AdGuard DNS (diverse!)
498
- ```
499
-
500
- The near-duplicate from Feb 8 drops out, and the agent gets three distinct pieces of information.
501
-
502
- **When to enable:** If you notice `memory_search` returning redundant or near-duplicate snippets,
503
- especially with daily notes that often repeat similar information across days.
504
-
505
- #### Temporal decay (recency boost)
506
-
507
- Agents with daily notes accumulate hundreds of dated files over time. Without decay,
508
- a well-worded note from six months ago can outrank yesterday's update on the same topic.
509
-
510
- **Temporal decay** applies an exponential multiplier to scores based on the age of each result,
511
- so recent memories naturally rank higher while old ones fade:
512
-
513
- ```
514
- decayedScore = score × e^(-λ × ageInDays)
515
- ```
516
-
517
- where `λ = ln(2) / halfLifeDays`.
518
-
519
- With the default half-life of 30 days:
520
-
521
- - Today's notes: **100%** of original score
522
- - 7 days ago: **~84%**
523
- - 30 days ago: **50%**
524
- - 90 days ago: **12.5%**
525
- - 180 days ago: **~1.6%**
526
-
527
- **Evergreen files are never decayed:**
528
-
529
- - `MEMORY.md` (root memory file)
530
- - Non-dated files in `memory/` (e.g., `memory/projects.md`, `memory/network.md`)
531
- - These contain durable reference information that should always rank normally.
532
-
533
- **Dated daily files** (`memory/YYYY-MM-DD.md`) use the date extracted from the filename.
534
- Other sources (e.g., session transcripts) fall back to file modification time (`mtime`).
535
-
536
- **Example — query: "what's Rod's work schedule?"**
537
-
538
- Given these memory files (today is Feb 10):
539
-
540
- ```
541
- memory/2025-09-15.md → "Rod works Mon-Fri, standup at 10am, pairing at 2pm" (148 days old)
542
- memory/2026-02-10.md → "Rod has standup at 14:15, 1:1 with Zeb at 14:45" (today)
543
- memory/2026-02-03.md → "Rod started new team, standup moved to 14:15" (7 days old)
544
- ```
545
-
546
- Without decay:
547
-
548
- ```
549
- 1. memory/2025-09-15.md (score: 0.91) ← best semantic match, but stale!
550
- 2. memory/2026-02-10.md (score: 0.82)
551
- 3. memory/2026-02-03.md (score: 0.80)
552
- ```
553
-
554
- With decay (halfLife=30):
555
-
556
- ```
557
- 1. memory/2026-02-10.md (score: 0.82 × 1.00 = 0.82) ← today, no decay
558
- 2. memory/2026-02-03.md (score: 0.80 × 0.85 = 0.68) ← 7 days, mild decay
559
- 3. memory/2025-09-15.md (score: 0.91 × 0.03 = 0.03) ← 148 days, nearly gone
560
- ```
561
-
562
- The stale September note drops to the bottom despite having the best raw semantic match.
563
-
564
- **When to enable:** If your agent has months of daily notes and you find that old,
565
- stale information outranks recent context. A half-life of 30 days works well for
566
- daily-note-heavy workflows; increase it (e.g., 90 days) if you reference older notes frequently.
567
-
568
- #### Configuration
569
-
570
- Both features are configured under `memorySearch.query.hybrid`:
571
-
572
- ```json5
573
- agents: {
574
- defaults: {
575
- memorySearch: {
576
- query: {
577
- hybrid: {
578
- enabled: true,
579
- vectorWeight: 0.7,
580
- textWeight: 0.3,
581
- candidateMultiplier: 4,
582
- // Diversity: reduce redundant results
583
- mmr: {
584
- enabled: true, // default: false
585
- lambda: 0.7 // 0 = max diversity, 1 = max relevance
586
- },
587
- // Recency: boost newer memories
588
- temporalDecay: {
589
- enabled: true, // default: false
590
- halfLifeDays: 30 // score halves every 30 days
591
- }
592
- }
593
- }
594
- }
595
- }
596
- }
597
- ```
598
-
599
- You can enable either feature independently:
600
-
601
- - **MMR only** — useful when you have many similar notes but age doesn't matter.
602
- - **Temporal decay only** — useful when recency matters but your results are already diverse.
603
- - **Both** — recommended for agents with large, long-running daily note histories.
604
-
605
- ### Embedding cache
606
-
607
- Symi can cache **chunk embeddings** in SQLite so reindexing and frequent updates (especially session transcripts) don't re-embed unchanged text.
608
-
609
- Config:
610
-
611
- ```json5
612
- agents: {
613
- defaults: {
614
- memorySearch: {
615
- cache: {
616
- enabled: true,
617
- maxEntries: 50000
618
- }
619
- }
620
- }
621
- }
622
- ```
623
-
624
- ### Session memory search (experimental)
625
-
626
- You can optionally index **session transcripts** and surface them via `memory_search`.
627
- This is gated behind an experimental flag.
628
-
629
- ```json5
630
- agents: {
631
- defaults: {
632
- memorySearch: {
633
- experimental: { sessionMemory: true },
634
- sources: ["memory", "sessions"]
635
- }
636
- }
637
- }
638
- ```
639
-
640
- Notes:
641
-
642
- - Session indexing is **opt-in** (off by default).
643
- - Session updates are debounced and **indexed asynchronously** once they cross delta thresholds (best-effort).
644
- - `memory_search` never blocks on indexing; results can be slightly stale until background sync finishes.
645
- - Results still include snippets only; `memory_get` remains limited to memory files.
646
- - Session indexing is isolated per agent (only that agent’s session logs are indexed).
647
- - Session logs live on disk (`~/.symi/agents/<agentId>/sessions/*.jsonl`). Any process/user with filesystem access can read them, so treat disk access as the trust boundary. For stricter isolation, run agents under separate OS users or hosts.
648
-
649
- Delta thresholds (defaults shown):
650
-
651
- ```json5
652
- agents: {
653
- defaults: {
654
- memorySearch: {
655
- sync: {
656
- sessions: {
657
- deltaBytes: 100000, // ~100 KB
658
- deltaMessages: 50 // JSONL lines
659
- }
660
- }
661
- }
662
- }
663
- }
664
- ```
665
-
666
- ### SQLite vector acceleration (sqlite-vec)
667
-
668
- When the sqlite-vec extension is available, Symi stores embeddings in a
669
- SQLite virtual table (`vec0`) and performs vector distance queries in the
670
- database. This keeps search fast without loading every embedding into JS.
671
-
672
- Configuration (optional):
673
-
674
- ```json5
675
- agents: {
676
- defaults: {
677
- memorySearch: {
678
- store: {
679
- vector: {
680
- enabled: true,
681
- extensionPath: "/path/to/sqlite-vec"
682
- }
683
- }
684
- }
685
- }
686
- }
687
- ```
688
-
689
- Notes:
690
-
691
- - `enabled` defaults to true; when disabled, search falls back to in-process
692
- cosine similarity over stored embeddings.
693
- - If the sqlite-vec extension is missing or fails to load, Symi logs the
694
- error and continues with the JS fallback (no vector table).
695
- - `extensionPath` overrides the bundled sqlite-vec path (useful for custom builds
696
- or non-standard install locations).
697
-
698
- ### Local embedding auto-download
699
-
700
- - Default local embedding model: `hf:ggml-org/embeddinggemma-300m-qat-q8_0-GGUF/embeddinggemma-300m-qat-Q8_0.gguf` (~0.6 GB).
701
- - When `memorySearch.provider = "local"`, `node-llama-cpp` resolves `modelPath`; if the GGUF is missing it **auto-downloads** to the cache (or `local.modelCacheDir` if set), then loads it. Downloads resume on retry.
702
- - Native build requirement: run `pnpm approve-builds`, pick `node-llama-cpp`, then `pnpm rebuild node-llama-cpp`.
703
- - Fallback: if local setup fails and `memorySearch.fallback = "openai"`, we automatically switch to remote embeddings (`openai/text-embedding-3-small` unless overridden) and record the reason.
704
-
705
- ### Custom OpenAI-compatible endpoint example
706
-
707
- ```json5
708
- agents: {
709
- defaults: {
710
- memorySearch: {
711
- provider: "openai",
712
- model: "text-embedding-3-small",
713
- remote: {
714
- baseUrl: "https://api.example.com/v1/",
715
- apiKey: "YOUR_REMOTE_API_KEY",
716
- headers: {
717
- "X-Organization": "org-id",
718
- "X-Project": "project-id"
719
- }
720
- }
721
- }
722
- }
723
- }
724
- ```
725
-
726
- Notes:
727
-
728
- - `remote.*` takes precedence over `models.providers.openai.*`.
729
- - `remote.headers` merge with OpenAI headers; remote wins on key conflicts. Omit `remote.headers` to use the OpenAI defaults.