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passepartout/harness/memory.org

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#+TITLE: The System Memory (memory.lisp)
#+AUTHOR: Amr
#+FILETAGS: :harness:memory:
#+STARTUP: content
* The System Memory (memory.lisp)
** Architectural Intent: The Single Address Space (Live Memory)
Yes, the Memory module is the cognitive bedrock of the opencortex. It is not a database; it is the agent's live, active "brain" state.
Traditional architectures rely on external databases (SQLite, Vector DBs) which introduce I/O latency and structural impedance. The opencortex architecture chooses a different path: the **Single Address Space**. By treating the entire knowledge base as a graph of Lisp pointers, we achieve microsecond recollection and total structural transparency.
- **Pointer-Based Reasoning:** By loading the entire knowledge graph into a live Common Lisp hash table, we achieve microsecond recollection. The harness doesn't "search a file"; it traverses a memory pointer.
- **Memory Imaging:** The ability to snapshot the Lisp image allows the agent to resume its entire cognitive state instantly, solving the "Cold Start" problem.
- **Merkle-Tree Integrity:** Every node in the Memory is cryptographically hashed. By recursively hashing content and children, the root hash provides a single, immutable fingerprint of the entire system state.
** System Architecture
#+begin_src mermaid
flowchart TD
subgraph LispMachine[Lisp Machine]
H[Harness Pipeline] --> OS[(Memory)]
S1[Skill: Architect] --> OS
S2[Skill: Analyst] --> OS
S3[Skill: GTD] --> OS
H -- Pointers --> S1
H -- Pointers --> S2
end
subgraph IPCSlow[External Layer]
E[Emacs / Actuators] -. communication protocol .-> H
end
#+end_src
** Package Context
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(in-package :opencortex)
#+end_src
** The Object Repository
The `*memory*` is the global hash table that holds every Org element by its unique ID. This is the "live RAM" of the agent's memory.
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(defvar *memory* (make-hash-table :test 'equal))
(defvar *history-store* (make-hash-table :test 'equal)
"Immutable Merkle-Tree versioning store mapping hashes to objects.")
#+end_src
** The Data Structure (org-object)
Every element in the Memex (headlines, paragraphs, etc.) is represented by an `org-object` structure. It contains both semantic metadata (attributes, content) and structural metadata (parent/child pointers, Merkle hashes).
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(defstruct org-object
id type attributes content vector parent-id children version last-sync hash)
;; Enable serialization via make-load-form (standard CL)
(defmethod make-load-form ((obj org-object) &optional env)
(make-load-form-saving-slots obj :environment env))
#+end_src
** Merkle Tree Integrity (compute-merkle-hash)
The `compute-merkle-hash` function ensures the cryptographic integrity of the knowledge graph. A node's hash depends on its own properties and the hashes of all its children. This creates a recursive fingerprint where any change to a single note propagates up to the root hash.
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(defun compute-merkle-hash (id type attributes content child-hashes)
"Computes a SHA-256 Merkle hash for a node based on its core properties and children's hashes."
(let* ((alist (loop for (k v) on attributes by #'cddr collect (cons k v)))
(sorted-alist (sort alist #'string< :key (lambda (x) (format nil "~a" (car x)))))
(attr-string (format nil "~s" sorted-alist))
(children-string (format nil "~{~a~}" child-hashes))
(data-string (format nil "ID:~a|TYPE:~s|ATTRS:~a|CONTENT:~a|CHILDREN:~a"
id type attr-string (or content "") children-string))
(digester (ironclad:make-digest :sha256)))
(ironclad:update-digest digester (ironclad:ascii-string-to-byte-array data-string))
(ironclad:byte-array-to-hex-string (ironclad:produce-digest digester))))
#+end_src
** Ingesting the AST (ingest-ast)
The `ingest-ast` function is the primary bridge between the external world (Emacs/JSON) and the internal Lisp machine. It recursively parses an Org-mode Abstract Syntax Tree (AST) into `org-object` structures and registers them in the store.
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(defun ingest-ast (ast &optional parent-id)
"Parses an Org AST into the recursive Lisp Memory with Merkle hashing."
(let* ((type (getf ast :type))
(props (getf ast :properties))
(id (or (getf props :ID) (format nil "temp-~a" (get-universal-time))))
(contents (getf ast :contents))
(raw-content (when (eq type :HEADLINE)
(format nil "~a~%~a" (getf props :TITLE) (or (cl:getf ast :raw-content) ""))))
(should-embed (and raw-content (equal (getf props :EMBED) "t")))
(child-ids nil)
(child-hashes nil))
(dolist (child contents)
(when (listp child)
(let ((child-id (ingest-ast child id)))
(push child-id child-ids)
(let ((child-id-val child-id))
(let ((child-obj (lookup-object child-id-val)))
(when child-obj (push (org-object-hash child-obj) child-hashes)))))))
(setf child-ids (nreverse child-ids))
(setf child-hashes (nreverse child-hashes))
(let* ((hash (compute-merkle-hash id type props raw-content child-hashes))
(existing-obj (gethash hash *history-store*))
(obj (or existing-obj
(make-org-object
:id id :type type :attributes props :content raw-content
:vector (when should-embed (get-embedding raw-content))
:parent-id parent-id :children child-ids
:version (get-universal-time) :last-sync (get-universal-time)
:hash hash))))
(unless existing-obj
(setf (gethash hash *history-store*) obj))
(setf (gethash id *memory*) obj)
id)))
#+end_src
** Memory Snapshots (snapshot-memory)
Because objects are stored immutably in the `*history-store*`, a snapshot is a lightweight shallow copy of the active `*memory*` pointers. The system maintains a rolling buffer of 20 snapshots, allowing for near-instant, zero-cost rollback.
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(defvar *object-store-snapshots* nil)
(defun copy-hash-table (hash-table)
"Creates a shallow copy of a hash table."
(let ((new-table (make-hash-table :test (hash-table-test hash-table)
:size (hash-table-size hash-table))))
(maphash (lambda (k v) (setf (gethash k new-table) v)) hash-table)
new-table))
(defun snapshot-memory ()
"Creates a lightweight, Copy-on-Write snapshot using Merkle-Tree pointers."
;; To prevent live modification of objects from affecting snapshots,
;; we must copy the objects themselves when creating the snapshot.
(let ((snapshot (make-hash-table :test 'equal :size (hash-table-size *memory*))))
(maphash (lambda (k v)
(setf (gethash k snapshot) (copy-org-object v)))
*memory*)
(push (list :timestamp (get-universal-time) :data snapshot) *object-store-snapshots*)
(when (> (length *object-store-snapshots*) 20)
(setf *object-store-snapshots* (subseq *object-store-snapshots* 0 20)))
(harness-log "MEMORY - CoW Memory snapshot created.")))
#+end_src
** Memory Rollback (rollback-memory)
Restores the state of the Memex from one of the previous snapshots.
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(defun rollback-memory (&optional (index 0))
"Restores the Memory to a previously captured snapshot using immutable history pointers."
(let ((snapshot (nth index *object-store-snapshots*)))
(if snapshot
(progn (setf *memory* (copy-hash-table (getf snapshot :data)))
(harness-log "MEMORY - Memory rolled back to snapshot ~a" index))
(harness-log "MEMORY ERROR - Snapshot ~a not found." index))))
#+end_src
** Disk Persistence (save-memory / load-memory)
Essential for surviving crashes. Saves the in-memory hash tables to disk and loads them back on restart.
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(defvar *memory-snapshot-path* nil
"Path to the memory snapshot file. Set from MEMORY_SNAPSHOT_PATH env or default.")
(defun ensure-memory-snapshot-path ()
"Initializes the snapshot path from environment or default location."
(or *memory-snapshot-path*
(let ((env-path (uiop:getenv "MEMORY_SNAPSHOT_PATH")))
(setf *memory-snapshot-path*
(or env-path
(uiop:merge-pathnames* "memory.snap" (user-homedir-pathname)))))))
(defun save-memory-to-disk ()
"Serializes *memory* and *history-store* to disk for crash recovery.
Converts hash tables to alists for proper serialization."
(let ((path (ensure-memory-snapshot-path)))
(with-open-file (stream path :direction :output :if-exists :supersede :if-does-not-exist :create)
(format stream ";; OpenCortex Memory Snapshot~%")
(format stream ";; Created: ~a~%~%" (format nil "~a" (get-universal-time)))
(let ((memory-alist nil)
(history-alist nil))
(maphash (lambda (k v) (push (cons k v) memory-alist)) *memory*)
(maphash (lambda (k v) (push (cons k v) history-alist)) *history-store*)
(prin1 (list :memory memory-alist :history-store history-alist) stream)))
(harness-log "MEMORY - Saved to ~a" path)
path))
(defun load-memory-from-disk ()
"Loads *memory* and *history-store* from disk if the snapshot exists.
Reconstitutes alists into hash tables."
(let ((path (ensure-memory-snapshot-path)))
(when (uiop:file-exists-p path)
(handler-case
(with-open-file (stream path :direction :input)
(let ((data (read stream nil)))
(when data
(let ((memory-alist (getf data :memory))
(history-alist (getf data :history-store)))
(setf *memory* (make-hash-table :test 'equal :size (length memory-alist)))
(dolist (kv memory-alist)
(setf (gethash (car kv) *memory*) (cdr kv)))
(setf *history-store* (make-hash-table :test 'equal :size (length history-alist)))
(dolist (kv history-alist)
(setf (gethash (car kv) *history-store*) (cdr kv)))
(harness-log "MEMORY - Loaded from ~a (~a objects)" path (hash-table-size *memory*))))))
(error (c)
(harness-log "MEMORY WARNING - Failed to load snapshot: ~a" c))))
t))
#+end_src
** Semantic Search (get-embedding, semantic-search)
Support for vector embeddings via Ollama and semantic search with cosine similarity.
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(defvar *embedding-cache* (make-hash-table :test 'equal)
"Cache for embeddings to avoid redundant API calls.")
(defun get-embedding (text)
"Generates a vector embedding for the given text via Ollama. Returns nil on failure."
(when (or (null text) (string= text ""))
(return-from get-embedding nil))
(let ((cached (gethash text *embedding-cache*)))
(when cached (return-from get-embedding cached)))
(let ((result (funcall (get-cognitive-tool-body :get-ollama-embedding) (list :text text))))
(when (eq (getf result :status) :success)
(let ((vec (getf result :vector)))
(setf (gethash text *embedding-cache*) vec)
vec))))
(defun cosine-similarity (vec-a vec-b)
"Computes cosine similarity between two vectors. Both should be sequences of numbers."
(when (or (null vec-a) (null vec-b) (zerop (length vec-a)) (zerop (length vec-b)))
(return-from cosine-similarity 0.0))
(let ((dot-product (loop for a across vec-a
for b across vec-b
sum (* a b)))
(norm-a (sqrt (loop for a across vec-a sum (* a a))))
(norm-b (sqrt (loop for b across vec-b sum (* b b)))))
(if (or (zerop norm-a) (zerop norm-b))
0.0
(/ dot-product (* norm-a norm-b)))))
(defun semantic-search (query &key (limit 10) (min-similarity 0.5))
"Searches memory for objects semantically similar to the query.
Returns up to LIMIT objects with similarity >= MIN-SIMILARITY, sorted by similarity descending."
(let* ((query-vec (get-embedding query))
(results nil))
(unless query-vec
(harness-log "EMBEDDING: Failed to generate embedding for query: ~a" query)
(return-from semantic-search nil))
(maphash (lambda (id obj)
(let ((obj-vec (org-object-vector obj)))
(when obj-vec
(let ((sim (cosine-similarity query-vec obj-vec)))
(when (>= sim min-similarity)
(push (list :id id :object obj :similarity sim) results))))))
*memory*)
(setf results (sort results #'> :key (lambda (r) (getf r :similarity))))
(subseq results 0 (min limit (length results)))))
#+end_src
** Cognitive Tool: Semantic Search
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(def-cognitive-tool :semantic-search
"Searches memory for objects semantically similar to a query."
((:query :type :string :description "The search query.")
(:limit :type :integer :description "Maximum results to return." :default 10)
(:min-similarity :type :number :description "Minimum similarity threshold (0-1)." :default 0.5))
:body (lambda (args)
(semantic-search (getf args :query)
:limit (or (getf args :limit) 10)
:min-similarity (or (getf args :min-similarity) 0.5))))
#+end_src
** Cognitive Tool: Generate Embeddings
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(def-cognitive-tool :generate-embeddings
"Generates vector embeddings for given text via the configured embedding backend (Ollama)."
((:texts :type :list :description "List of text strings to embed."))
:body (lambda (args)
(let ((texts (getf args :texts)))
(if (not (and texts (listp texts)))
(list :status :error :message ":texts must be a list of strings.")
(let ((results nil) (errors nil))
(dolist (text texts)
(let ((vec (get-embedding text)))
(if vec
(push (list :text text :vector vec) results)
(push text errors))))
(list :status (if errors :partial :success)
:embeddings (nreverse results)
:failed (when errors (nreverse errors))
:count (length results)))))))
#+end_src
** Lookup Utilities
Basic functions for retrieving objects by ID or type.
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(defun org-id-new ()
"Generates a new UUID string for Org-mode identification."
(string-downcase (format nil "~a" (uuid:make-v4-uuid))))
(defun lookup-object (id)
"Retrieves an object from the store by its unique ID."
(gethash id *memory*))
(defun list-objects-by-type (type)
"Returns a list of all objects matching a specific Org element type."
(let ((results nil))
(maphash (lambda (id obj) (declare (ignore id)) (when (eq (org-object-type obj) type) (push obj results))) *memory*)
results))
(defun list-objects-with-attribute (attr-name value)
"Returns a list of all objects where ATTR-NAME matches VALUE."
(let ((results nil))
(maphash (lambda (id obj)
(declare (ignore id))
(let ((attrs (org-object-attributes obj)))
(when (equal (getf attrs attr-name) value)
(push obj results))))
*memory*)
results))
#+end_src
** Structural Helpers
Utility functions for AST traversal and path resolution.
#+begin_src lisp :tangle (expand-file-name "memory.lisp" (or (identity (getenv "INSTALL_DIR")) (file-name-directory (buffer-file-name))))
(defun find-headline-missing-id (ast)
"Traverses an AST to find headlines that lack an :ID: property."
(when (listp ast)
(if (and (eq (getf ast :type) :HEADLINE) (not (getf (getf ast :properties) :ID)))
ast
(cl:some #'find-headline-missing-id (getf ast :contents)))))
(defun file-name-nondirectory (path)
"Extracts the filename from a full path string."
(let ((pos (position #\/ path :from-end t))) (if pos (subseq path (1+ pos)) path)))
#+end_src
* Test Suite
#+begin_src lisp :tangle (expand-file-name "memory-tests.lisp" (concat (or (identity (getenv "INSTALL_DIR")) ".") "/tests"))
(defpackage :opencortex-memory-tests
(:use :cl :fiveam :opencortex)
(:export #:memory-suite))
(in-package :opencortex-memory-tests)
(def-suite memory-suite
:description "Tests for the Merkle-Tree Memory")
(in-suite memory-suite)
(test merkle-hash-consistency
"Verify identical ASTs produce identical Merkle hashes."
(let* ((ast1 '(:type :HEADLINE :properties (:ID "test-1" :TITLE "Node 1") :contents nil)))
(clrhash *memory*)
(let ((id1 (ingest-ast ast1)))
(let ((hash1 (org-object-hash (lookup-object id1))))
(clrhash *memory*)
(let ((id2 (ingest-ast ast1)))
(let ((hash2 (org-object-hash (lookup-object id2))))
(is (equal hash1 hash2))))))))
(test history-store-immutability
"Verify that *history-store* retains old versions."
(clrhash *memory*)
(clrhash *history-store*)
(let* ((ast-v1 '(:type :HEADLINE :properties (:ID "test-node" :TITLE "Version 1") :contents nil))
(id-v1 (ingest-ast ast-v1))
(obj-v1 (lookup-object id-v1))
(hash-v1 (org-object-hash obj-v1)))
(let* ((ast-v2 '(:type :HEADLINE :properties (:ID "test-node" :TITLE "Version 2") :contents nil))
(id-v2 (ingest-ast ast-v2))
(hash-v2 (org-object-hash (lookup-object id-v2))))
(is (equal (org-object-hash (lookup-object "test-node")) hash-v2))
(is (not (null (gethash hash-v1 *history-store*))))
(is (not (null (gethash hash-v2 *history-store*)))))))
(test cow-snapshot-and-rollback
"Verify that lightweight snapshots restore previous pointer states."
(clrhash *memory*)
(setf *object-store-snapshots* nil)
(let* ((ast-v1 '(:type :HEADLINE :properties (:ID "cow-node" :TITLE "State A") :contents nil))
(id-v1 (ingest-ast ast-v1))
(hash-v1 (org-object-hash (lookup-object id-v1))))
(snapshot-memory)
(let* ((ast-v2 '(:type :HEADLINE :properties (:ID "cow-node" :TITLE "State B") :contents nil))
(id-v2 (ingest-ast ast-v2))
(hash-v2 (org-object-hash (lookup-object id-v2))))
(is (equal (org-object-hash (lookup-object "cow-node")) hash-v2))
(rollback-memory 0)
(is (equal (org-object-hash (lookup-object "cow-node")) hash-v1)))))
(test test-merkle-corruption-rollback
"Tier 2 Chaos: Verify that Merkle hash corruption triggers a Micro-Rollback."
(clrhash *memory*)
(setf *object-store-snapshots* nil)
(let* ((ast '(:type :HEADLINE :properties (:ID "node-1" :TITLE "Original") :contents nil))
(id (ingest-ast ast)))
(snapshot-memory)
;; Manually corrupt the hash in the live memory
(let ((obj (lookup-object id)))
(setf (org-object-hash obj) "CORRUPTED-HASH"))
;; Simulate a system integrity check that should fail and rollback
;; We'll use a manual check here since automatic validation is in the Loop
(let ((obj (lookup-object id)))
(let ((current-hash (org-object-hash obj))
(computed-hash (opencortex::compute-merkle-hash (org-object-id obj)
(org-object-type obj)
(org-object-attributes obj)
(org-object-content obj)
nil)))
(unless (string= current-hash computed-hash)
(rollback-memory 0))))
;; Verify that the memory was rolled back to the clean snapshot
(is (string/= "CORRUPTED-HASH" (org-object-hash (lookup-object id))))))
#+end_src