feat: tiered, compacting memory (phase 1.5)

Older sessions fade to a general idea; details stay retrievable.

- memory: summaries table (one compacted gist per session, embedded), plus
  store_summary/get_summary/recall_summaries and unsummarized_count (tracks
  exchanges newer than the current summary)
- lyra/summary.py: summarize_session compacts a session's raw turns into a
  third-person gist (default SUMMARY_BACKEND=local, so compaction is free);
  maybe_summarize re-summarizes once SUMMARIZE_AFTER new turns accumulate
- chat.build_messages now layers context in tiers: persona -> gists of other
  sessions -> a few sharp raw cross-session details -> current session raw
  turns -> new message; respond() compacts the session after each turn
- web: POST /sessions/{id}/summarize to compact on demand
- summarization activity surfaces in the live log

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

lyra/chat.py

@@ -1,43 +1,62 @@
-"""The chat turn loop: persona + recalled memory + recent context -> reply.
+"""The chat turn loop: persona + tiered memory + recent context -> reply.
 
-Each turn assembles the persona system prompt, semantically-relevant memories
-recalled from across all past sessions, and the recent turns of the current
-session, then asks the model for a reply and persists both sides.
+Context is assembled in tiers (oldest/most-compacted first):
+  1. persona
+  2. long-term gist  — relevant *summaries* of other sessions
+  3. sharp details   — a few raw cross-session exchanges (so specifics survive)
+  4. recent raw turns of the current session (full fidelity)
+  5. the new user message
+After replying, the session is compacted if enough new turns have accumulated.
 """
 from __future__ import annotations
 
-from lyra import config, llm, logbus, memory, persona
+from lyra import config, llm, logbus, memory, persona, summary
 from lyra.llm import Backend, Message
 
-RECALL_K = 5
-RECENT_N = 10
+RECALL_K = 3  # raw cross-session "sharp detail" hits
+RECENT_N = 10  # raw turns of the current session
+SUMMARY_K = 3  # other-session gists
 
 
-def _memory_note(exchanges: list[memory.Exchange]) -> Message:
-    """Format recalled memories as a system note Lyra can draw on."""
-    lines = []
-    for ex in exchanges:
-        when = ex.created_at[:10]  # YYYY-MM-DD
-        lines.append(f"- ({when}, {ex.role}) {ex.content}")
-    body = "Relevant things you remember from past conversations:\n" + "\n".join(lines)
+def _summary_note(summaries: list[memory.Summary]) -> Message:
+    lines = [f"- ({s.created_at[:10]}) {s.content}" for s in summaries]
+    body = "Gist of earlier sessions (compacted — ask if you need specifics):\n" + "\n".join(lines)
+    return {"role": "system", "content": body}
+
+
+def _detail_note(exchanges: list[memory.Exchange]) -> Message:
+    lines = [f"- ({ex.created_at[:10]}, {ex.role}) {ex.content}" for ex in exchanges]
+    body = "Specific things you recall from past conversations:\n" + "\n".join(lines)
     return {"role": "system", "content": body}
 
 
 def build_messages(session_id: str, user_msg: str) -> list[Message]:
-    """Assemble the full message list for one turn."""
+    """Assemble the full, tiered message list for one turn."""
     messages: list[Message] = [{"role": "system", "content": persona.system_prompt()}]
 
     recent = memory.recent(session_id, n=RECENT_N)
     recent_ids = {ex.id for ex in recent}
 
-    # Cross-session recall, minus anything already shown in the recent window.
-    recalled = [
-        ex for ex in memory.recall(user_msg, k=RECALL_K) if ex.id not in recent_ids
-    ]
-    logbus.log("debug", "context built", recent=len(recent), recalled=len(recalled))
-    if recalled:
-        messages.append(_memory_note(recalled))
+    # Tier 1: compacted gists of *other* sessions (long-term, general idea).
+    summaries = memory.recall_summaries(user_msg, k=SUMMARY_K, exclude_session=session_id)
+    if summaries:
+        messages.append(_summary_note(summaries))
 
+    # Tier 2: a few sharp raw details from other sessions (so specifics survive
+    # compaction). Skip the current session (its raw turns are in `recent`).
+    recalled = [
+        ex for ex in memory.recall(user_msg, k=RECALL_K)
+        if ex.id not in recent_ids and ex.session_id != session_id
+    ]
+    if recalled:
+        messages.append(_detail_note(recalled))
+
+    logbus.log(
+        "debug", "context built",
+        recent=len(recent), summaries=len(summaries), details=len(recalled),
+    )
+
+    # Tier 3: current session, full fidelity.
     for ex in recent:
         messages.append({"role": ex.role, "content": ex.content})
 
@@ -60,4 +79,7 @@ def respond(session_id: str, user_msg: str, backend: Backend = "cloud") -> str:
 
     memory.remember(session_id, "user", user_msg)
     memory.remember(session_id, "assistant", reply)
+
+    # Compact this session once enough new turns have piled up.
+    summary.maybe_summarize(session_id)
     return reply

lyra/config.py

@@ -19,6 +19,7 @@ class Config:
     embed_backend: str  # "cloud" (OpenAI) or "local" (Ollama)
     embed_model: str  # OpenAI embedding model
     local_embed_model: str  # Ollama embedding model
+    summary_backend: str  # "local" or "cloud" — backend used to compact memory
     db_path: Path
 
 
@@ -31,5 +32,6 @@ def load() -> Config:
         embed_backend=os.getenv("EMBED_BACKEND", "cloud").lower(),
         embed_model=os.getenv("EMBED_MODEL", "text-embedding-3-small"),
         local_embed_model=os.getenv("LOCAL_EMBED_MODEL", "nomic-embed-text"),
+        summary_backend=os.getenv("SUMMARY_BACKEND", "local").lower(),
         db_path=Path(os.getenv("LYRA_DB_PATH", "data/lyra.db")),
     )

lyra/memory.py

@@ -33,6 +33,16 @@ CREATE TABLE IF NOT EXISTS sessions (
     name TEXT,
     created_at TEXT NOT NULL
 );
+
+-- One compacted "gist" per session. last_exchange_id marks how far the summary
+-- covers, so we know when enough new turns have accumulated to re-summarize.
+CREATE TABLE IF NOT EXISTS summaries (
+    session_id TEXT PRIMARY KEY,
+    content TEXT NOT NULL,
+    embedding BLOB NOT NULL,
+    last_exchange_id INTEGER NOT NULL,
+    created_at TEXT NOT NULL
+);
 """
 
 _conn: sqlite3.Connection | None = None
@@ -67,6 +77,15 @@ class Exchange:
     score: float | None = None
 
 
+@dataclass
+class Summary:
+    session_id: str
+    content: str
+    last_exchange_id: int
+    created_at: str
+    score: float | None = None
+
+
 def _to_blob(vec: list[float]) -> bytes:
     return np.asarray(vec, dtype=np.float32).tobytes()
 
@@ -171,6 +190,7 @@ def delete_session(session_id: str) -> None:
     with conn:
         conn.execute("DELETE FROM exchanges WHERE session_id = ?", (session_id,))
         conn.execute("DELETE FROM sessions WHERE id = ?", (session_id,))
+        conn.execute("DELETE FROM summaries WHERE session_id = ?", (session_id,))
 
 
 def recall(query: str, k: int = 5, session_id: str | None = None) -> list[Exchange]:
@@ -204,3 +224,83 @@ def recall(query: str, k: int = 5, session_id: str | None = None) -> list[Exchan
         )
         for i in top_idx
     ]
+
+
+# --- Summary tier (compacted per-session gists) ---
+
+
+def store_summary(session_id: str, content: str, last_exchange_id: int) -> None:
+    """Embed and persist the gist of a session, replacing any prior summary."""
+    [embedding] = llm.embed([content])
+    now = datetime.now(timezone.utc).isoformat()
+    conn = _connection()
+    with conn:
+        conn.execute(
+            "INSERT INTO summaries (session_id, content, embedding, last_exchange_id, created_at) "
+            "VALUES (?, ?, ?, ?, ?) "
+            "ON CONFLICT(session_id) DO UPDATE SET "
+            "content=excluded.content, embedding=excluded.embedding, "
+            "last_exchange_id=excluded.last_exchange_id, created_at=excluded.created_at",
+            (session_id, content, _to_blob(embedding), last_exchange_id, now),
+        )
+
+
+def get_summary(session_id: str) -> Summary | None:
+    conn = _connection()
+    r = conn.execute(
+        "SELECT session_id, content, last_exchange_id, created_at FROM summaries "
+        "WHERE session_id = ?",
+        (session_id,),
+    ).fetchone()
+    if r is None:
+        return None
+    return Summary(
+        session_id=r["session_id"],
+        content=r["content"],
+        last_exchange_id=r["last_exchange_id"],
+        created_at=r["created_at"],
+    )
+
+
+def unsummarized_count(session_id: str) -> int:
+    """How many exchanges in this session are newer than its current summary."""
+    conn = _connection()
+    summary = get_summary(session_id)
+    cutoff = summary.last_exchange_id if summary else 0
+    r = conn.execute(
+        "SELECT COUNT(*) AS n FROM exchanges WHERE session_id = ? AND id > ?",
+        (session_id, cutoff),
+    ).fetchone()
+    return int(r["n"])
+
+
+def recall_summaries(query: str, k: int = 3, exclude_session: str | None = None) -> list[Summary]:
+    """Top-k session summaries most similar to `query` (the long-term gist tier)."""
+    [q_vec] = llm.embed([query])
+    q = np.asarray(q_vec, dtype=np.float32)
+
+    conn = _connection()
+    sql = "SELECT session_id, content, embedding, last_exchange_id, created_at FROM summaries"
+    params: tuple = ()
+    if exclude_session is not None:
+        sql += " WHERE session_id != ?"
+        params = (exclude_session,)
+    rows = conn.execute(sql, params).fetchall()
+    if not rows:
+        return []
+
+    matrix = np.stack([_from_blob(r["embedding"]) for r in rows])
+    norms = np.linalg.norm(matrix, axis=1)
+    scores = (matrix @ q) / (norms * np.linalg.norm(q) + 1e-9)
+
+    top_idx = np.argsort(scores)[::-1][:k]
+    return [
+        Summary(
+            session_id=rows[i]["session_id"],
+            content=rows[i]["content"],
+            last_exchange_id=rows[i]["last_exchange_id"],
+            created_at=rows[i]["created_at"],
+            score=float(scores[i]),
+        )
+        for i in top_idx
+    ]

lyra/summary.py

@@ -0,0 +1,56 @@
+"""Session summarization: compact a session's raw exchanges into a stored gist.
+
+This is the compaction half of the tiered memory. Raw exchanges stay for detail
+recall; the summary is what surfaces when an *older* session is recalled later —
+"a month ago is a general idea," per the design.
+"""
+from __future__ import annotations
+
+from lyra import config, llm, logbus, memory
+from lyra.llm import Backend
+
+# Re-summarize a session once it has accumulated this many new raw exchanges
+# beyond what its current summary covers.
+SUMMARIZE_AFTER = 20
+
+_PROMPT = """You are compacting a conversation into a long-term memory record \
+(not replying to anyone). Write a concise gist of the session below: what was \
+discussed, key decisions or outcomes, concrete specifics worth keeping (names, \
+places, numbers, hands), and the user's apparent mood/state. Third person, \
+referring to the user as "Brian". 4-8 sentences. No preamble."""
+
+
+def _transcript(exchanges: list[memory.Exchange]) -> str:
+    return "\n".join(f"{ex.role}: {ex.content}" for ex in exchanges)
+
+
+def summarize_session(session_id: str, backend: Backend | None = None) -> str | None:
+    """(Re)generate and store the gist for a session. Returns the summary text.
+
+    Returns None if the session has no exchanges. The summarizer defaults to the
+    local backend so routine compaction stays free.
+    """
+    exchanges = memory.history(session_id)
+    if not exchanges:
+        return None
+
+    backend = backend or config.load().summary_backend
+    messages = [
+        {"role": "system", "content": _PROMPT},
+        {"role": "user", "content": _transcript(exchanges)},
+    ]
+    gist = llm.complete(messages, backend=backend)
+
+    last_id = exchanges[-1].id
+    memory.store_summary(session_id, gist, last_id)
+    logbus.log(
+        "info", "summarized session", session=session_id,
+        exchanges=len(exchanges), backend=backend,
+    )
+    return gist
+
+
+def maybe_summarize(session_id: str, backend: Backend | None = None) -> None:
+    """Summarize the session if enough new turns have accumulated since last time."""
+    if memory.unsummarized_count(session_id) >= SUMMARIZE_AFTER:
+        summarize_session(session_id, backend=backend)

lyra/web/server.py

@@ -18,7 +18,7 @@ from fastapi import FastAPI, Request
 from fastapi.responses import StreamingResponse
 from fastapi.staticfiles import StaticFiles
 
-from lyra import chat, logbus, memory
+from lyra import chat, logbus, memory, summary
 from lyra.llm import Backend
 
 
@@ -77,6 +77,11 @@ def create_app() -> FastAPI:
         memory.delete_session(session_id)
         return {"ok": True}
 
+    @app.post("/sessions/{session_id}/summarize")
+    async def summarize(session_id: str) -> dict:
+        gist = await asyncio.to_thread(summary.summarize_session, session_id)
+        return {"ok": gist is not None, "summary": gist}
+
     @app.post("/v1/chat/completions")
     async def chat_completions(request: Request) -> dict:
         body = await request.json()