feat(memory): opt-in reserved categories for DeerMem hybrid-v1 eviction (#8194)

* feat(memory): support category capacity reservation in DeerMem hybrid-v1 eviction

In long-running personal assistant interactions, core user profile facts
(such as health allergies, coding style, or identity constraints) can suffer
from capacity starvation as high-confidence conversational context accumulates.

This change introduces opt-in category capacity reservation for DeerMem:
- In DeerMemConfig and select_facts_for_capacity, support eviction_reserved_categories
  (defaulting to ['correction'] for historical compatibility) and
  eviction_decay_exempt_categories (defaulting to empty list).
- Wire MemoryUpdater to pass the configured categories to select_facts_for_capacity.
- Add deterministic offline unit tests in test_memory_personal_assistant_protection.py
  verifying root-cause reproduction, bidirectional lifecycle (clean explicit removal
  and contradiction replacement), and strict backward compatibility under defaults.

* fix(memory): preserve correction priority in reserved capacity

Co-authored-by: Wistom Zhang <77424093+Yakyou7@users.noreply.github.com>

---------

Co-authored-by: Totoro <msy626836554@gmail.com>
Co-authored-by: Totoro-qaq <279883115+Totoro-qaq@users.noreply.github.com>
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Wistom Zhang 2026-11-13 11:09:41 +08:00 committed by GitHub
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7 changed files with 443 additions and 8 deletions

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@ -174,6 +174,14 @@ class DeerMemConfig(BaseModel):
eviction_access_half_life_days: int = Field(default=30, ge=1, le=3650)
eviction_correction_reserved_fraction: float = Field(default=0.10, ge=0.0, le=1.0)
eviction_correction_reserved_max: int = Field(default=10, ge=0, le=100)
eviction_reserved_categories: list[str] = Field(
default_factory=lambda: ["correction"],
description=("Fact categories eligible for reserved capacity slots in hybrid-v1 eviction. Defaults to ['correction'] for historical compatibility."),
)
eviction_decay_exempt_categories: list[str] = Field(
default_factory=list,
description=("Fact categories exempt from confirmation freshness time-decay in hybrid-v1 eviction (e.g. permanent preferences and user identity)."),
)
eviction_audit_max_entries: int = Field(
default=200,
ge=0,

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@ -75,15 +75,20 @@ def _confirmation_freshness(
*,
now: datetime,
half_life_days: float,
decay_exempt: bool = False,
) -> float:
confirmed_at = _parse_datetime(fact.get("lastConfirmedAt"))
if confirmed_at is not None:
if decay_exempt:
return 1.0
elapsed = (now - confirmed_at).total_seconds() / 86400
return _decay(elapsed_days=elapsed, half_life_days=half_life_days)
created_at = _parse_datetime(fact.get("createdAt"))
if created_at is None:
return 0.0
if decay_exempt:
return 0.5
elapsed = (now - created_at).total_seconds() / 86400
# Creation is weaker evidence than an explicit user confirmation.
return 0.5 * _decay(elapsed_days=elapsed, half_life_days=half_life_days)
@ -123,6 +128,7 @@ def _score_fact(
access_weight: float,
confirmation_half_life_days: float,
access_half_life_days: float,
decay_exempt_categories: set[str] | None = None,
) -> FactEvictionScore:
confidence = _bounded_number(fact.get("confidence"), default=0.5)
if policy == EVICTION_POLICY_CONFIDENCE:
@ -133,10 +139,16 @@ def _score_fact(
if policy != EVICTION_POLICY_HYBRID_V1:
raise ValueError(f"Unknown fact eviction policy: {policy!r}")
decay_exempt = False
if decay_exempt_categories:
cat = str(fact.get("category") or "").strip().lower()
decay_exempt = cat in decay_exempt_categories
confirmation = _confirmation_freshness(
fact,
now=now,
half_life_days=confirmation_half_life_days,
decay_exempt=decay_exempt,
)
access = _normalized_access_heat(
usage,
@ -168,15 +180,23 @@ def select_facts_for_capacity(
access_half_life_days: float = 30,
correction_reserved_fraction: float = 0.10,
correction_reserved_max: int = 10,
reserved_categories: list[str] | tuple[str, ...] | None = None,
decay_exempt_categories: list[str] | tuple[str, ...] | None = None,
) -> FactEvictionDecision:
"""Select facts under the configured cap without mutating the snapshot.
``confidence`` exactly preserves the historical ranking. ``hybrid-v1``
combines three bounded signals and reserves only the minimum number of
correction slots; unused slots immediately return to ordinary competition.
capacity slots for configured reserved categories (defaulting to correction);
corrections take priority when included. Unused slots return to ordinary competition.
"""
if isinstance(reserved_categories, str):
raise TypeError("reserved_categories must be an iterable of strings, not a bare str")
if isinstance(decay_exempt_categories, str):
raise TypeError("decay_exempt_categories must be an iterable of strings, not a bare str")
evaluated_at = (now or datetime.now(UTC)).astimezone(UTC)
usage = usage or {}
decay_exempt_set = {c.strip().lower() for c in decay_exempt_categories if isinstance(c, str) and c.strip()} if decay_exempt_categories else None
indexed_facts = list(enumerate(facts))
scores: dict[str, FactEvictionScore] = {}
# Per-position scores: the input list may repeat a fact_id, and the public
@ -195,6 +215,7 @@ def select_facts_for_capacity(
access_weight=access_weight,
confirmation_half_life_days=confirmation_half_life_days,
access_half_life_days=access_half_life_days,
decay_exempt_categories=decay_exempt_set,
)
scores[fact_id] = score
scored.append(score)
@ -211,16 +232,20 @@ def select_facts_for_capacity(
indexed_facts,
key=lambda item: (-scored[item[0]].value, item[0]),
)
reserved_count = 0
reserved_correction_count = 0
selected_indexes: set[int] = set()
if policy == EVICTION_POLICY_HYBRID_V1 and max_facts > 0:
correction_slots = min(
target_categories = {c.strip().lower() for c in reserved_categories if isinstance(c, str) and c.strip()} if reserved_categories is not None else {"correction"}
reserved_slots = min(
correction_reserved_max,
math.ceil(max_facts * correction_reserved_fraction),
)
corrections = [item for item in ranked if str(item[1].get("category") or "").strip().lower() == "correction"]
reserved_count = min(correction_slots, len(corrections), max_facts)
selected_indexes.update(index for index, _fact in corrections[:reserved_count])
reserved_candidates = [item for item in ranked if str(item[1].get("category") or "").strip().lower() in target_categories]
reserved_candidates.sort(key=lambda item: str(item[1].get("category") or "").strip().lower() != "correction")
reserved_count = min(reserved_slots, len(reserved_candidates), max_facts)
reserved_candidates = reserved_candidates[:reserved_count]
selected_indexes.update(index for index, _fact in reserved_candidates)
reserved_correction_count = sum(str(fact.get("category") or "").strip().lower() == "correction" for _index, fact in reserved_candidates)
for index, _fact in ranked:
if len(selected_indexes) >= max(0, max_facts):
@ -248,5 +273,5 @@ def select_facts_for_capacity(
evicted=evicted,
scores=scores,
policy=policy,
reserved_correction_slots=reserved_count,
reserved_correction_slots=reserved_correction_count,
)

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@ -946,6 +946,8 @@ class MemoryUpdater:
"access_half_life_days": self._config.eviction_access_half_life_days,
"correction_reserved_fraction": self._config.eviction_correction_reserved_fraction,
"correction_reserved_max": self._config.eviction_correction_reserved_max,
"reserved_categories": self._config.eviction_reserved_categories,
"decay_exempt_categories": self._config.eviction_decay_exempt_categories,
}
decision = select_facts_for_capacity(
facts,

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@ -3,7 +3,7 @@
from __future__ import annotations
import json
from datetime import UTC, datetime
from datetime import UTC, datetime, timedelta
import pytest
@ -215,6 +215,72 @@ def test_hybrid_policy_releases_unused_correction_slots() -> None:
assert decision.reserved_correction_slots == 0
@pytest.mark.parametrize("confirmed", [False, True])
def test_hybrid_expanded_reserve_preserves_corrections_and_audit(tmp_path, confirmed: bool) -> None:
old_timestamp = (NOW - timedelta(days=90)).isoformat()
facts = [
*[_fact(f"preference_{index}", confidence=0.85, created_at=old_timestamp) for index in range(12)],
*[
_fact(
f"correction_{index}",
confidence=0.85,
category=category,
created_at=old_timestamp,
confirmed_at=old_timestamp if confirmed else None,
)
for index, category in enumerate(("correction", " CORRECTION "))
],
*[_fact(f"context_{index}", confidence=0.90, category="context", created_at=NOW.isoformat()) for index in range(90)],
]
decision = select_facts_for_capacity(
facts,
max_facts=100,
policy=EVICTION_POLICY_HYBRID_V1,
reserved_categories=["preference", "correction"],
decay_exempt_categories=["preference"],
now=NOW,
)
assert len(decision.kept) == 100
assert {"correction_0", "correction_1"} <= {fact["id"] for fact in decision.kept}
assert sum(fact["category"] == "preference" for fact in decision.kept) == 8
assert decision.reserved_correction_slots == 2
storage = FileMemoryStorage(DeerMemConfig(storage_path=str(tmp_path), retrieval_adapter=""))
storage.record_capacity_eviction(decision, max_facts=100, agent_name="default", user_id="u", occurred_at=NOW)
memory_path = storage._get_memory_file_path("default", user_id="u")
events = json.loads(agent_eviction_audit_path(memory_path, "default").read_text(encoding="utf-8"))
assert events[0]["reservedCorrectionSlots"] == 2
@pytest.mark.parametrize("reserved_categories", [[], ["preference"]])
def test_hybrid_reserve_honors_explicit_correction_exclusion(reserved_categories: list[str]) -> None:
facts = [
*[_fact(f"context_{index}", confidence=0.99, category="context") for index in range(10)],
_fact("preference", confidence=0.20),
_fact("correction", confidence=0.10, category="correction"),
]
decision = select_facts_for_capacity(
facts,
max_facts=10,
policy=EVICTION_POLICY_HYBRID_V1,
reserved_categories=reserved_categories,
now=NOW,
)
kept_ids = {fact["id"] for fact in decision.kept}
assert len(kept_ids) == 10
assert "correction" not in kept_ids
assert ("preference" in kept_ids) == bool(reserved_categories)
assert decision.reserved_correction_slots == 0
@pytest.mark.parametrize("argument", ["reserved_categories", "decay_exempt_categories"])
def test_eviction_rejects_bare_string_category_arguments(argument: str) -> None:
with pytest.raises(TypeError, match=argument):
select_facts_for_capacity([], max_facts=10, policy=EVICTION_POLICY_HYBRID_V1, **{argument: "preference"})
def test_hybrid_policy_handles_malformed_timestamps() -> None:
fact = _fact("malformed", confidence=0.8, created_at="not-a-date", confirmed_at="also-not-a-date")

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@ -0,0 +1,330 @@
"""Deterministic unit tests for DeerMem Personal Assistant Category Protection in Eviction.
Addresses Totoro's technical reviews:
1. Diagnosis 1 (Root cause isolation):
Pinpoints that personal profile loss in multi-turn dialogues occurs exclusively
at storage capacity eviction (eviction.py), NOT in retrieval.py.
2. Diagnosis 2 (Bidirectional lifecycle verification):
- Positive path: Profile facts (preference/identity) survive capacity starvation from chat clutter.
- Negative path 1 (Explicit removal): If a user removes a profile fact, it is deleted cleanly
and cannot resurrect via capacity reservation.
- Negative path 2 (Contradiction replacement): If a user updates/replaces an enduring profile,
the old fact is discarded and the new fact takes over without being shadowed by the old.
3. Backward compatibility:
Default configuration retains historical hybrid-v1 and confidence behavior byte-for-byte.
"""
from __future__ import annotations
from datetime import UTC, datetime
from pathlib import Path
from typing import Any
from deerflow.agents.memory.backends.deermem.deermem.config import DeerMemConfig
from deerflow.agents.memory.backends.deermem.deermem.core.eviction import (
EVICTION_POLICY_CONFIDENCE,
EVICTION_POLICY_HYBRID_V1,
select_facts_for_capacity,
)
from deerflow.agents.memory.backends.deermem.deermem.core.prompt import format_memory_for_injection
from deerflow.agents.memory.backends.deermem.deermem.core.storage import FileMemoryStorage
from deerflow.agents.memory.backends.deermem.deermem.core.updater import MemoryUpdater
NOW = datetime(2026, 10, 15, tzinfo=UTC)
def _fact(
fact_id: str,
*,
content: str | None = None,
confidence: float,
category: str = "context",
created_at: str = "2026-08-01T00:00:00Z",
confirmed_at: str | None = None,
) -> dict[str, Any]:
fact: dict[str, Any] = {
"id": fact_id,
"content": content or fact_id,
"category": category,
"confidence": confidence,
"createdAt": created_at,
}
if confirmed_at is not None:
fact["lastConfirmedAt"] = confirmed_at
return fact
# ==============================================================================
# 1. DIAGNOSIS 1: REPRODUCTION CASE PINPOINTING ROOT CAUSE IN EVICTION
# ==============================================================================
def test_reproduction_root_cause_is_eviction_starvation_not_retrieval() -> None:
"""Proves that profile amnesia is caused by eviction discarding facts from storage.
Scenario:
- 1 enduring health profile fact (peanut allergy, confidence=0.85, 60 days old)
- 10 casual chatter context facts (confidence=0.90, recent)
- Storage capacity cap = 10 facts.
"""
allergy_fact = _fact(
"profile_allergy",
content="用户对花生及花生油严重过敏(过敏性休克风险,严禁任何花生及其衍生物成分)",
confidence=0.85,
category="preference",
created_at="2026-08-15T00:00:00Z",
)
context_facts = [_fact(f"context_{i}", content=f"近期普通闲聊工作琐碎信息 #{i}", confidence=0.90, category="context") for i in range(1, 11)]
all_facts = [allergy_fact, *context_facts]
# Baseline (main behavior): Both confidence and hybrid-v1 evict the allergy fact
decision_conf = select_facts_for_capacity(all_facts, max_facts=10, policy=EVICTION_POLICY_CONFIDENCE, now=NOW)
kept_conf_ids = {f["id"] for f in decision_conf.kept}
assert "profile_allergy" not in kept_conf_ids, "Baseline confidence policy must drop the allergy fact"
decision_hybrid_default = select_facts_for_capacity(
all_facts,
max_facts=10,
policy=EVICTION_POLICY_HYBRID_V1,
now=NOW,
)
kept_hybrid_ids = {f["id"] for f in decision_hybrid_default.kept}
assert "profile_allergy" not in kept_hybrid_ids, "Baseline hybrid-v1 must drop the allergy fact without category quota"
# Once evicted, injection formatting cannot restore it
injected_before = format_memory_for_injection({"facts": decision_hybrid_default.kept}, max_tokens=1000)
assert "花生" not in injected_before
assert "过敏" not in injected_before
# Narrow Fix (eviction category reservation only):
decision_protected = select_facts_for_capacity(
all_facts,
max_facts=10,
policy=EVICTION_POLICY_HYBRID_V1,
correction_reserved_fraction=0.20,
correction_reserved_max=5,
reserved_categories=["correction", "preference", "identity", "constraint"],
decay_exempt_categories=["preference", "identity", "constraint"],
now=NOW,
)
kept_protected_ids = {f["id"] for f in decision_protected.kept}
assert "profile_allergy" in kept_protected_ids, "With category reservation, allergy fact survives in storage"
# And thus naturally enters prompt injection without touching retrieval.py!
injected_after = format_memory_for_injection({"facts": decision_protected.kept}, max_tokens=1000)
assert "花生及花生油严重过敏" in injected_after
# ==============================================================================
# 2. DIAGNOSIS 2: BIDIRECTIONAL LIFECYCLE VERIFICATION (NEGATIVE PATHS)
# ==============================================================================
def test_bidirectional_lifecycle_explicit_removal_is_permanent(tmp_path: Path) -> None:
"""Verifies negative path 1: If a user explicitly removes a profile fact,
it is deleted cleanly from storage and CANNOT be resurrected by category reservation.
"""
config = DeerMemConfig(
storage_path=str(tmp_path),
retrieval_adapter="",
max_facts=10,
fact_eviction_policy="hybrid-v1",
eviction_reserved_categories=["correction", "preference", "identity"],
eviction_decay_exempt_categories=["preference", "identity"],
)
storage = FileMemoryStorage(config)
updater = MemoryUpdater(config, storage=storage)
# Initial state: user has a protected preference fact
allergy_fact = _fact(
"pref_allergy_001",
content="用户对花生严重过敏",
confidence=0.85,
category="preference",
)
storage.save({"version": "1.0", "facts": [allergy_fact]}, "default", user_id="u1")
# Verify fact is stored
stored = storage.load("default", user_id="u1").get("facts", [])
assert any(f["id"] == "pref_allergy_001" for f in stored)
# User later explicitly removes it ("I am no longer allergic to peanuts")
update_data = {
"newFacts": [
{
"content": "用户近期已完成医学脱敏治疗",
"category": "context",
"confidence": 0.90,
"scope": "user",
"durability": "durable",
"authority": "descriptive",
}
],
"factsToRemove": [
{
"id": "pref_allergy_001",
"scope": "user",
"reason": "User completed desensitization therapy",
}
],
}
current = storage.load("default", user_id="u1")
updated = updater._apply_updates(
current,
update_data,
thread_id="t1",
agent_name="default",
user_id="u1",
)
storage.save(updated, "default", user_id="u1")
# Assert: The removed preference fact is GONE from storage
updated_facts = storage.load("default", user_id="u1").get("facts", [])
updated_ids = {f["id"] for f in updated_facts}
assert "pref_allergy_001" not in updated_ids, "Explicitly removed fact must NOT survive in storage"
assert any("脱敏治疗" in f["content"] for f in updated_facts)
def test_bidirectional_lifecycle_contradiction_replacement_supersedes_old(tmp_path: Path) -> None:
"""Verifies negative path 2: If a user updates/replaces an enduring profile fact,
the old fact is discarded and the new fact inherits protection, preventing the old from shadowing the new.
"""
config = DeerMemConfig(
storage_path=str(tmp_path),
retrieval_adapter="",
max_facts=10,
fact_eviction_policy="hybrid-v1",
eviction_reserved_categories=["correction", "preference", "identity"],
eviction_decay_exempt_categories=["preference", "identity"],
)
storage = FileMemoryStorage(config)
updater = MemoryUpdater(config, storage=storage)
# Step 1: User initially establishes bash script preference 90 days ago
old_pref = _fact(
"pref_lang_bash",
content="用户偏好所有脚本使用 Bash 编写",
confidence=0.85,
category="preference",
created_at="2026-07-01T00:00:00Z",
)
storage.save({"version": "1.0", "facts": [old_pref]}, "default", user_id="u1")
# Step 2: User changes their mind: switches preference to Python 3.12
update_data = {
"newFacts": [
{
"content": "用户偏好所有脚本使用 Python 3.12 编写",
"category": "preference",
"confidence": 0.90,
"scope": "user",
"durability": "durable",
"authority": "descriptive",
}
],
"factsToRemove": [
{
"id": "pref_lang_bash",
"scope": "user",
"reason": "User switched preference from Bash to Python 3.12",
"replacementFactIndex": 0,
}
],
}
current = storage.load("default", user_id="u1")
updated = updater._apply_updates(
current,
update_data,
thread_id="t1",
agent_name="default",
user_id="u1",
)
storage.save(updated, "default", user_id="u1")
facts_after_step2 = storage.load("default", user_id="u1").get("facts", [])
step2_ids = {f["id"] for f in facts_after_step2}
assert "pref_lang_bash" not in step2_ids, "Old superseded preference must be removed"
assert any("Python 3.12" in f["content"] for f in facts_after_step2), "New preference must be stored"
# Step 3: Now flood memory with casual context facts to trigger capacity eviction (cap=10)
flood_update = {
"newFacts": [
{
"content": f"今日工作闲聊碎碎念 #{i}",
"category": "context",
"confidence": 0.92,
"scope": "user",
"durability": "durable",
"authority": "descriptive",
}
for i in range(1, 15)
]
}
current_before_flood = storage.load("default", user_id="u1")
flooded = updater._apply_updates(
current_before_flood,
flood_update,
thread_id="t1",
agent_name="default",
user_id="u1",
)
storage.save(flooded, "default", user_id="u1")
final_facts = storage.load("default", user_id="u1").get("facts", [])
assert len(final_facts) <= 10, "Total facts must respect max_facts=10"
# Old bash fact must still be dead
assert not any("Bash" in f["content"] for f in final_facts)
# New python fact must survive thanks to category reservation
assert any("Python 3.12" in f["content"] for f in final_facts), "New preference must survive eviction via reserved quota"
# ==============================================================================
# 3. BACKWARD COMPATIBILITY
# ==============================================================================
def test_deermem_config_defaults_maintain_strict_backward_compatibility(tmp_path: Path) -> None:
"""Verifies that default config values preserve exact historical behavior."""
default_config = DeerMemConfig()
assert default_config.eviction_reserved_categories == ["correction"]
assert default_config.eviction_decay_exempt_categories == []
# Under defaults, a non-correction fact is never reserved
facts = [_fact(f"c_{i}", confidence=0.95, category="context") for i in range(12)]
facts.append(_fact("vital_pref", confidence=0.80, category="preference", created_at="2026-01-01T00:00:00Z"))
storage = FileMemoryStorage(default_config)
updater = MemoryUpdater(default_config, storage=storage)
updater._config.max_facts = 10
kept_capped, _, _ = updater._select_for_capacity(facts, agent_name="default", user_id="u1")
kept_ids = {f["id"] for f in kept_capped}
assert "vital_pref" not in kept_ids, "Under defaults, preference is not protected from eviction"
def test_decay_exemption_defends_against_malformed_facts_without_timestamps() -> None:
"""Verifies that decay_exempt does not grant non-zero freshness to malformed facts lacking valid timestamps."""
from deerflow.agents.memory.backends.deermem.deermem.core.eviction import _confirmation_freshness
# Fact with neither createdAt nor lastConfirmedAt
corrupted_fact = {"id": "bad_fact", "category": "preference", "confidence": 0.8}
score_normal = _confirmation_freshness(corrupted_fact, now=NOW, half_life_days=90, decay_exempt=False)
score_exempt = _confirmation_freshness(corrupted_fact, now=NOW, half_life_days=90, decay_exempt=True)
assert score_normal == 0.0
assert score_exempt == 0.0, "Corrupted fact must not receive 0.5 freshness just because it is exempt"
# Fact with invalid date strings
invalid_fact = {"id": "bad_date", "category": "preference", "createdAt": "invalid-timestamp"}
assert _confirmation_freshness(invalid_fact, now=NOW, half_life_days=90, decay_exempt=True) == 0.0
# Fact with only createdAt receives 0.5 unpenalized
valid_created = {"id": "valid_created", "category": "preference", "createdAt": "2026-08-01T00:00:00Z"}
assert _confirmation_freshness(valid_created, now=NOW, half_life_days=90, decay_exempt=True) == 0.5
# Fact with lastConfirmedAt receives 1.0 unpenalized
valid_confirmed = {"id": "valid_confirmed", "category": "preference", "lastConfirmedAt": "2026-08-01T00:00:00Z"}
assert _confirmation_freshness(valid_confirmed, now=NOW, half_life_days=90, decay_exempt=True) == 1.0

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@ -2563,6 +2563,8 @@ memory:
eviction_access_half_life_days: 30
eviction_correction_reserved_fraction: 0.10
eviction_correction_reserved_max: 10
eviction_reserved_categories: [correction] # hybrid-v1 only: categories eligible for the reserved slots above (default: ["correction"])
eviction_decay_exempt_categories: [] # hybrid-v1 only: categories exempt from confirmation freshness time-decay (default: [])
eviction_audit_max_entries: 200 # metadata-only events per user/agent scope; 0 disables
max_injection_tokens: 2000 # Maximum tokens for memory injection
# Token counting strategy for memory-injection budgeting:

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@ -122,6 +122,8 @@ In the default DeerMem `middleware` mode, automatic extraction now classifies ev
When a fact scope reaches `max_facts`, DeerMem still uses the historical confidence-only eviction order by default. Operators can opt in to `memory.backend_config.fact_eviction_policy: hybrid-v1`, which combines bounded confidence (65%), explicit-confirmation freshness (25%), and query-driven access heat (10%). Hybrid signal metadata is collected only while hybrid-v1 or shadow mode is enabled. Automatic confirmation from lexical reinforcement signals and model-selected fact IDs is disabled: a phrase elsewhere in a batch cannot establish that the user confirmed a particular fact. Existing confirmation metadata remains readable; extraction and injection never increment it. Custom prompts may retain factsToReinforce for compatibility, but that proposal alone cannot update confirmation counters or reset staleness. Access heat is stored in a separate decaying sidecar and increases only when `memory_search` actually returns the fact, so reads do not rewrite canonical Markdown or its `updatedAt`. Hybrid mode also reserves a bounded minimum of correction slots (10% of the cap, at most 10; unused slots return to normal competition). Capacity deletion remains physical, but a bounded metadata-only audit records fact IDs, categories, policy scores, and reasons without copying fact content. `fact_eviction_shadow_enabled: true` evaluates hybrid-v1 alongside the default policy without changing actual retention. This feature adds no LLM invocation and can be rolled back by selecting `confidence`.
When `eviction_reserved_categories` includes `correction`, corrections take priority within the shared reserve. Other configured categories use the remaining reserved slots in score order. The audit field `reservedCorrectionSlots` counts the correction facts selected by that reservation.
When `lastConfirmedAt` is absent, hybrid confirmation freshness and staleness review use `createdAt`. Repeated mentions in conversation do not refresh either timestamp.
File-backed memory now separates global user context from agent facts. Each user has one `memory.json` containing only the project-independent `user` and `history` summaries; every fact is a canonical Markdown file below `agents/{agent_name}/facts/`. Existing lead-agent middleware, API, Settings, import/export, and embedded-client calls that omit `agent_name` resolve inside DeerMem to the reserved `__default__` bucket. That bucket is outside the valid custom-agent name grammar, so a real custom agent named `lead-agent` has a separate fact repository and deleting a custom agent cannot delete a memory-only directory without `config.yaml`. Public agent identifiers are case-insensitive and canonicalized to lowercase. Runtime/API readers still receive a compatibility `facts` array for the selected/default agent, so the frontend does not read agent facts from `memory.json`; structured Markdown `source` metadata is projected to the historical string field at the MemoryManager boundary. An unscoped Clear All first migrates facts from unread legacy per-agent JSON without adopting its soon-to-be-cleared summaries, then removes shared summaries and facts from every agent bucket while preserving agent configuration files, so a later read cannot resurrect skipped legacy facts; an explicitly agent-scoped clear removes only that agent's facts. On first normal read, old facts embedded in the user JSON are migrated automatically to `__default__`; facts written to the earlier implicit `lead-agent` bucket are also moved when that directory is not a real custom agent. Migration and normal writes notify the configured retrieval adapter only after durable storage locks are released. DeerMem uses a scope-aware SQLite FTS5/BM25 adapter by default, stores only rebuildable derived index data under `.retrieval/` (or under `memory.backend_config.retrieval_index_path` when set; a relative value resolves against `storage_path`), and rebuilds it in the background during Gateway startup or lazily on the first scoped search. A corrupt derived index is recreated automatically. When several Gateway instances share one `storage_path`, point `retrieval_index_path` at instance-local disk: SQLite's WAL mode is unsupported on network filesystems, each instance re-syncs a user's index on its next search after a peer writes, and a declared multi-instance deployment (`deployment.multi_instance: true` / `DEER_FLOW_MULTI_INSTANCE=1`) that leaves the index under the memory root logs a warning at startup. The Helm chart mounts a Pod-local `emptyDir` for it. Set `memory.backend_config.retrieval_adapter` to an empty string to disable it and use the local substring fallback. Chinese tokenization is optional; install the backend `memory-zh` extra (`uv sync --extra memory-zh`) for jieba-assisted sub-phrase search. Journaled writes, a shared user lock, and optimistic user-memory revisions prevent silent lost updates.