feat(agent): HDF5Memory::search with source filters, re-ranking, confidence

`HDF5Memory::search(query_embedding, query_text, &SearchOptions)` is the
store's full search path. `SearchOptions::new(k)` is plain hybrid search
with the tuned default fusion; each further stage is opt-in:

- `with_sources([..])`: only records from these source channels. The
  filter applies before ranking, so a filtered search still returns up
  to k results, normalised over what it can return. The HNSW pool is
  over-fetched in proportion to what the filter removes, and the allowed
  records are scanned exactly whenever that costs fewer distance
  evaluations than the index would (~pool x M) — and as the fallback if
  the pool comes back short. Keyword matches are filtered too.
- `with_rerank(ReRankConfig)` re-ranks a max(3k, 10) candidate pool by
  relevance, recency, source authority and activation;
  `with_confidence(ConfidenceConfig)` drops low-confidence results;
  `at_time(now)` pins the recency clock.

These were reachable only through the OpenClaw backend, which is now
`search` with both on. Its Hebbian boost now goes to the k results it
returns rather than the whole 3k candidate pool. `hybrid_search` and
`hybrid_search_with` are wrappers and unchanged (tested bit for bit).

Measured on tank (search_harness --options-study --full, 3 runs): at
100K every filter — 50%, 10%, 1% of the store, and records far from the
query — returns the exact filtered top 10, and none is slower than an
unfiltered search (1%: 2.3 ms vs 4.6 ms). Re-rank + confidence costs
about 3%. A first version decided between index and exact scan by pool
size vs store size; it measured 0.976 recall at 12.3 ms on the
far-from-query filter, which is why the rule compares costs instead.

Tests: tests/search_options.rs (filter correctness and full pages via
both paths, far-from-query fallback, edge cases, equality with
hybrid_search_with, re-rank recency, confidence, boost scope).

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
This commit is contained in:
osobh
2026-09-24 16:35:42 -05:00
co-authored by Claude Opus 5.5
parent d0db83812b
commit c470244a6f
10 changed files with 951 additions and 110 deletions
+43
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@@ -149,6 +149,49 @@ vectors, and recall is measured against brute-force ground truth rather than
against the f32 index, whose own approximation errors a re-scored search is
entitled to get right.
### Search options: source filters, re-ranking, confidence
Measured 2026-09-24 on tank (AMD Ryzen 7 7800X3D). `HDF5Memory::search`
with `SearchOptions`, clustered 384-dim data, k = 10, Hebbian boosting off.
Filters keep 50%, 10% or 1% of the store at random, or two whole clusters
chosen *away* from each query's own — the case an ANN index handles worst,
because nothing it finds near the query is allowed. Recall is vector-only
against an exact scan of the allowed records; latency is full hybrid search
(vector + BM25). 200 queries, medians of three runs (recall was identical in
every run).
```bash
cargo run --release -p clawhdf5-bench --bin search_harness -- --options-study --full
```
| N | options | filtered recall@10 | p50 ms | p99 ms |
|---:|---|---:|---:|---:|
| 10 000 | no filter | 1.0000 | 0.488 | 0.518 |
| 10 000 | random 50% | 1.0000 | 0.520 | 0.563 |
| 10 000 | random 10% | 1.0000 | 0.342 | 0.367 |
| 10 000 | random 1% | 1.0000 | 0.220 | 0.239 |
| 10 000 | 2 clusters away from the query | 1.0000 | 0.252 | 0.278 |
| 10 000 | re-rank | — | 0.562 | 0.674 |
| 10 000 | re-rank + confidence | — | 0.554 | 0.575 |
| 100 000 | no filter | 0.9995 | 4.600 | 5.245 |
| 100 000 | random 50% | 1.0000 | 4.770 | 5.614 |
| 100 000 | random 10% | 1.0000 | 3.244 | 4.008 |
| 100 000 | random 1% | 1.0000 | 2.288 | 2.943 |
| 100 000 | 2 clusters away from the query | 1.0000 | 2.298 | 3.048 |
| 100 000 | re-rank | — | 4.747 | 5.411 |
| 100 000 | re-rank + confidence | — | 4.748 | 5.526 |
A filtered search finds the exact filtered top 10 and is never slower than an
unfiltered one. The filter applies before ranking — over-fetching the index in
proportion to what the filter removes, and scanning the allowed records
exactly whenever that costs fewer distance evaluations than the index would
(roughly `pool × M`). The first version compared the over-fetch to the store
size instead, and that measured badly at 100K: the 1% filter took 5.9 ms at
recall 0.9965 and the away-from-query filter 12.3 ms at 0.976, both through an
index asked for ~16 000 candidates, where scanning the few hundred or thousand
allowed records is exact and cheap. Re-ranking a 3k candidate pool and
confidence rejection add about 3%.
### float16 embedding storage (`MemoryConfig::float16`)
Measured 2026-09-23 on tank (AMD Ryzen 7 7800X3D). The same clustered
+22
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@@ -40,6 +40,28 @@
`quantized_index = false`, or pass `create --f32-index` to the CLI, to opt
out. The CLI's `--quantized-index` is still accepted but is now a no-op.
### Search
- `clawhdf5-agent`: **`HDF5Memory::search` with `SearchOptions`** — source
filtering, re-ranking and confidence rejection in the store's own search
path. Re-ranking and confidence rejection used to be reachable only
through the OpenClaw backend, which now calls `search` with both on.
- `with_sources([..])` restricts a search to records from those source
channels. It applies before ranking, so a filtered search still returns up
to `k` results, normalised over what it can return. Measured at 100K: the
exact filtered top 10 for filters keeping 50%, 10% and 1% of the store and
for records far from the query, and never slower than an unfiltered search
(2.3 ms for a 1% filter vs 4.6 ms unfiltered). See `BENCHMARKS.md`,
"Search options".
- `with_rerank(ReRankConfig)` re-ranks a pool of `max(3k, 10)` candidates
(`rerank_pool` to change it) by relevance, recency, source authority and
activation; `with_confidence(ConfidenceConfig)` drops low-confidence
results; `at_time(now)` pins the clock for recency. About 3% on latency.
- `hybrid_search` and `hybrid_search_with` are unchanged (tested bit for
bit against `search` with default options).
- `clawhdf5-agent`: the OpenClaw backend's search now boosts the Hebbian
activation of the `k` results it returns, not of the whole `3k` candidate
pool it re-ranks.
### Interop
- `clawhdf5-format`: **every `f32` dataset was unreadable by h5py and
libhdf5.** The float datatype encoder hard-coded the sign bit's position to
+8
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@@ -97,6 +97,14 @@ Cargo workspace with 16 crates under `crates/` (plus `libaec-sys`, an internal F
must open in h5py — `f32` datasets and empty datasets did not until
2026-09-23 (see `docs/known-issues.md`); the agent's `h5py_interop` test
guards a whole store.
- `HDF5Memory::search(query_emb, text, &SearchOptions)` is the full search
path: optional source-channel filter (applied before ranking; exact scan of
the allowed records whenever cheaper than `pool × M` index distance
evaluations, and as the fallback when the pool comes back short), fusion,
activation scaling, optional re-ranking and confidence rejection.
`hybrid_search`/`hybrid_search_with` are thin wrappers; the OpenClaw
backend is `search` with re-rank + confidence on. Measure changes with
`search_harness --options-study`.
- `MemoryConfig::compression` is off by default; when on, embeddings are
deflate-compressed, or Zstd with the agent's `zstd` feature (links libzstd).
- `Dataset::verify_provenance()` (clawhdf5 facade, `provenance` feature, on by
+35 -5
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@@ -82,7 +82,7 @@ breaking change, are in [CHANGELOG.md](CHANGELOG.md).
100K × 384 store to 1.74× the raw vectors. At equal recall it is also faster
than `f32`: 1.63× QPS on AVX2, 1.18× on a Raspberry Pi 5 (NEON `SDOT`).
**Interop (unreleased)**
**Interop and search (unreleased)**
- **Files we write now open in h5py and libhdf5.** Every `f32` dataset —
including every agent store's embeddings — and every empty dataset was
refused by libhdf5. Both were write-side bugs in every release; agent stores
@@ -90,6 +90,9 @@ breaking change, are in [CHANGELOG.md](CHANGELOG.md).
[docs/known-issues.md](docs/known-issues.md).
- `MemoryConfig::float16` now stores half-precision embeddings (it was
ignored): 48% smaller files at the same recall.
- `HDF5Memory::search` with `SearchOptions`: filter by source channel (exact
filtered top-k, never slower than unfiltered), and opt-in re-ranking and
confidence rejection, which used to be OpenClaw-only.
**Tooling**
- CI now runs the h5py/netCDF4 interop suites for real (they had been skipping
@@ -293,12 +296,14 @@ ClawhDF5's agent memory engine draws on 15+ recent papers on agentic memory syst
└────────┬────────┘
│
┌─────────────────▼──────────────────┐
│ HDF5Memory::hybrid_search │
│ HDF5Memory::search │
│ optional source-channel filter │
│ HNSW vector + BM25 keyword │
│ weighted fusion (0.4 / 0.6) │
│ × √(Hebbian activation) │
└─────────────────┬──────────────────┘
│ OpenClaw backend adds:
│ opt-in (SearchOptions);
│ the OpenClaw backend turns both on
┌─────────────────▼──────────────────┐
│ Multi-factor re-ranking │
│ relevance · recency · authority · │
@@ -334,8 +339,8 @@ directly; the store persists the records, sessions and graph they work over.
| **`knowledge`** | Entity/relation graph with BFS traversal, spreading activation, fuzzy (Levenshtein) entity resolution |
| **`consolidation`** | Three-tier memory (Working → Episodic → Semantic) with importance scoring, novelty, and time-decay |
| **`hybrid`** | Vector + BM25 fusion. Default is a min-max-normalised weighted sum, vector 0.4 / keyword 0.6 (`hybrid::DEFAULT_FUSION`, tuned on LongMemEval); RRF is available via `Fusion::Rrf` / `hybrid_search_with`. The vector stage uses the HNSW index by default (`hnsw` feature); disable with `--no-default-features --features float16` for an exact linear scan |
| **`reranker`** | Multi-factor re-ranking: retrieval relevance (leads, weight 1.0), temporal recency, source authority, activation weight. Used by the OpenClaw backend |
| **`confidence`** | Low-confidence rejection — suppresses spurious recalls when nothing matches (OpenClaw backend) |
| **`reranker`** | Multi-factor re-ranking: retrieval relevance (leads, weight 1.0), temporal recency, source authority, activation weight. Opt-in via `SearchOptions::with_rerank`; on in the OpenClaw backend |
| **`confidence`** | Low-confidence rejection — suppresses spurious recalls when nothing matches. Opt-in via `SearchOptions::with_confidence`; on in the OpenClaw backend |
| **`temporal`** | Sorted timestamp index, session DAG, entity timeline, temporal query hints |
| **`multimodal`** | Cross-modal search across text/image/audio/video embeddings |
| **`provenance`** | Source attribution and an unkeyed FNV-1a content hash per record, held in memory for the session, for detecting accidental corruption (not tamper-proof) |
@@ -401,6 +406,31 @@ for result in results {
}
```
### Search Options
```rust
use clawhdf5_agent::SearchOptions;
use clawhdf5_agent::confidence::ConfidenceConfig;
use clawhdf5_agent::reranker::ReRankConfig;
// Only memories from these source channels; still a full page of k results.
let work = memory.search(
&query_embedding,
"deadline",
&SearchOptions::new(5).with_sources(["slack", "email"]),
);
// Re-rank by relevance, recency, source authority and activation, then drop
// low-confidence results — the pipeline the OpenClaw backend runs.
let careful = memory.search(
&query_embedding,
"user preferences",
&SearchOptions::new(5)
.with_rerank(ReRankConfig::default())
.with_confidence(ConfidenceConfig::default()),
);
```
### Knowledge Graph
```rust
+23 -20
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@@ -65,31 +65,34 @@ pub fn hybrid_search_fused(
) -> Vec<(usize, f32)> {
// Get raw scores from both systems. Request all results so normalization
// covers the full distribution.
// Use parallel search when rayon feature is enabled and vector count > 10K.
let vec_scores = {
#[cfg(feature = "parallel")]
{
if vectors.count() > 10_000 {
vector_search::parallel_cosine_batch(
query_embedding,
vectors,
tombstones,
vectors.count(),
)
} else {
vector_search::cosine_similarity_batch(query_embedding, vectors, tombstones)
}
}
#[cfg(not(feature = "parallel"))]
{
vector_search::cosine_similarity_batch(query_embedding, vectors, tombstones)
}
};
let vec_scores = exact_vector_scores(query_embedding, vectors, tombstones);
let kw_scores = bm25_index.scores(query_text);
fuse(vec_scores, kw_scores, fusion, k)
}
/// Cosine similarity of `query_embedding` to every vector whose `skip` byte is
/// 0 (a tombstone, or any other exclusion mask). Parallel above 10K vectors
/// when the `parallel` feature is on.
pub fn exact_vector_scores(
query_embedding: &[f32],
vectors: &(impl crate::vector_search::VectorSet + Sync + ?Sized),
skip: &[u8],
) -> Vec<(usize, f32)> {
#[cfg(feature = "parallel")]
{
if vectors.count() > 10_000 {
return vector_search::parallel_cosine_batch(
query_embedding,
vectors,
skip,
vectors.count(),
);
}
}
vector_search::cosine_similarity_batch(query_embedding, vectors, skip)
}
/// Merge pre-computed vector-similarity and keyword scores into a single ranking.
///
/// Both score sets are independently min-max normalized to [0, 1] and combined
+1
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@@ -72,6 +72,7 @@ use ephemeral::{EphemeralConfig, EphemeralStore};
pub use ephemeral::{EphemeralEntry, EphemeralStats};
use knowledge::KnowledgeCache;
use memory_strategy::{Exchange, MemoryStrategy, StrategyOutput};
pub use search::SearchOptions;
use session::SessionCache;
// --- Error type ---
+16 -61
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@@ -13,9 +13,8 @@ use std::path::{Path, PathBuf};
use std::time::{SystemTime, UNIX_EPOCH};
use crate::{
AgentMemory, HDF5Memory, MemoryConfig, MemoryEntry,
confidence::{ConfidenceConfig, ScoredResult, reject_low_confidence},
reranker::{ReRankConfig, RerankInput, rerank},
AgentMemory, HDF5Memory, MemoryConfig, MemoryEntry, SearchOptions,
confidence::ConfidenceConfig, reranker::ReRankConfig,
};
// ─────────────────────────────────────────────────────────────────────────────
@@ -524,71 +523,27 @@ impl ClawhdfBackend {
impl MemoryBackend for ClawhdfBackend {
/// Search using hybrid vector + BM25 retrieval, then re-rank and
/// confidence-filter.
/// confidence-filter — [`HDF5Memory::search`] with both stages on.
fn search(
&mut self,
query_text: &str,
query_embedding: &[f32],
k: usize,
) -> Vec<MemorySearchResult> {
// 1. Hybrid retrieval (vector + BM25, fused by score).
let candidates = k.saturating_mul(3).max(10);
let raw = self.memory.hybrid_search_with(
query_embedding,
query_text,
crate::hybrid::DEFAULT_FUSION,
candidates,
);
if raw.is_empty() {
return Vec::new();
}
let now = Self::now_secs();
// 2. Re-rank using temporal recency, source authority, Hebbian weight.
let rerank_inputs: Vec<RerankInput> = raw
.iter()
.map(|r| RerankInput {
index: r.index,
timestamp: r.timestamp,
source_channel: r.source_channel.clone(),
raw_activation: r.activation,
relevance: r.score,
})
.collect();
let reranked = rerank(&rerank_inputs, &self.rerank_config, now);
// 3. Confidence rejection.
let scored: Vec<ScoredResult> = reranked
.iter()
.map(|r| ScoredResult {
index: r.index,
score: r.combined_score,
})
.collect();
let confident = reject_low_confidence(&scored, &self.confidence_config);
// 4. Map back to MemorySearchResult; preserve raw text via index lookup.
let raw_by_idx: HashMap<usize, &crate::SearchResult> =
raw.iter().map(|r| (r.index, r)).collect();
confident
let options = SearchOptions::new(k)
.with_rerank(self.rerank_config)
.with_confidence(self.confidence_config.clone())
.at_time(Self::now_secs());
self.memory
.search(query_embedding, query_text, &options)
.into_iter()
.take(k)
.filter_map(|sr| {
let r = raw_by_idx.get(&sr.index)?;
let path = r.source_channel.clone();
Some(MemorySearchResult {
text: r.chunk.clone(),
score: sr.score,
path: path.clone(),
line_range: None,
timestamp: Some(r.timestamp),
source: path,
})
.map(|r| MemorySearchResult {
text: r.chunk,
score: r.score,
path: r.source_channel.clone(),
line_range: None,
timestamp: Some(r.timestamp),
source: r.source_channel,
})
.collect()
}
+274 -24
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@@ -2,18 +2,107 @@
use std::path::Path;
use std::collections::HashSet;
use crate::bm25;
use crate::confidence::{ConfidenceConfig, ScoredResult, reject_low_confidence};
use crate::hybrid;
use crate::reranker::{ReRankConfig, RerankInput, rerank};
use crate::{HDF5Memory, MAX_ACTIVATION_WEIGHT, MemoryError, Result, SearchResult};
/// Options for [`HDF5Memory::search`].
///
/// [`SearchOptions::new`] is plain hybrid search with the tuned default
/// fusion — the same as `hybrid_search_with(.., hybrid::DEFAULT_FUSION, k)`.
/// Every stage beyond that is opt-in.
#[derive(Debug, Clone)]
pub struct SearchOptions {
/// Number of results to return.
pub k: usize,
/// How the vector and keyword stages are combined.
pub fusion: hybrid::Fusion,
/// Only consider records whose `source_channel` is one of these. The
/// filter applies *before* ranking, so a filtered search still returns up
/// to `k` results and scores are normalised over the records it can
/// return. `None` searches everything; an empty list matches nothing.
pub source_channels: Option<Vec<String>>,
/// Re-rank a candidate pool by retrieval relevance, recency, source
/// authority and activation — the pipeline the OpenClaw backend runs.
pub rerank: Option<ReRankConfig>,
/// Candidates retrieved for re-ranking; 0 means `max(3k, 10)`.
pub rerank_pool: usize,
/// Drop low-confidence results (after re-ranking, when that is on).
pub confidence: Option<ConfidenceConfig>,
/// The time recency is measured from, in seconds since the epoch.
/// `None` uses the system clock.
pub now: Option<f64>,
}
impl SearchOptions {
pub fn new(k: usize) -> Self {
Self {
k,
fusion: hybrid::DEFAULT_FUSION,
source_channels: None,
rerank: None,
rerank_pool: 0,
confidence: None,
now: None,
}
}
pub fn with_fusion(mut self, fusion: hybrid::Fusion) -> Self {
self.fusion = fusion;
self
}
/// Search only records from these source channels.
pub fn with_sources<S: Into<String>>(mut self, channels: impl IntoIterator<Item = S>) -> Self {
self.source_channels = Some(channels.into_iter().map(Into::into).collect());
self
}
pub fn with_rerank(mut self, config: ReRankConfig) -> Self {
self.rerank = Some(config);
self
}
pub fn with_confidence(mut self, config: ConfidenceConfig) -> Self {
self.confidence = Some(config);
self
}
/// Measure recency from `now` (seconds since the epoch) instead of the
/// system clock — for reproducible results and tests.
pub fn at_time(mut self, now: f64) -> Self {
self.now = Some(now);
self
}
}
impl Default for SearchOptions {
fn default() -> Self {
Self::new(10)
}
}
impl HDF5Memory {
/// Vector + keyword scoring stage of [`HDF5Memory::hybrid_search`].
/// Vector + keyword scoring stage of [`HDF5Memory::search`].
///
/// Without the `hnsw` feature this is a full linear cosine scan (the exact
/// previous behaviour, also used as the correctness oracle in tests). With
/// `hnsw` enabled and an index available, the vector candidates come from an
/// approximate-nearest-neighbour search over an over-fetched pool, then merge
/// with BM25 via the shared [`hybrid::merge_vector_keyword`].
///
/// `exclude`, when given, marks records that must not be returned (1 =
/// excluded; it covers tombstones too). The index is over-fetched in
/// proportion to how much the mask removes. Surfacing `pool` candidates
/// costs the index roughly `pool × M` distance evaluations, while an exact
/// scan of the allowed records costs one each — so whenever that scan is
/// the cheaper of the two it is used instead, and it is also the fallback
/// if the pool comes back with too few allowed hits (the allowed records
/// sit away from the query). A filtered search never comes back short.
#[cfg(feature = "hnsw")]
fn vector_keyword_search(
&mut self,
@@ -22,16 +111,30 @@ impl HDF5Memory {
bm25: &bm25::BM25Index,
fusion: hybrid::Fusion,
k: usize,
exclude: Option<&[u8]>,
) -> Vec<(usize, f32)> {
self.ensure_hnsw_fresh();
let n = self.cache.len();
// Over-fetch so the merge sees a useful vector pool. `ef` is
// configurable, but the pool the fusion stage sees is not tied to it:
// a caller lowering `ef` for speed should not silently narrow what
// fusion has to work with.
let mut pool = (k * 8).max(64);
let mut allowed = n;
if let Some(ex) = exclude {
allowed = ex.iter().filter(|&&e| e == 0).count();
if allowed == 0 {
return Vec::new();
}
// Expect `pool` allowed hits if the filter is independent of the
// query's neighbourhood.
pool = pool.saturating_mul(n).div_ceil(allowed);
if allowed <= pool.saturating_mul(self.hnsw_m()) {
return self.exact_masked_search(query_embedding, query_text, bm25, fusion, k, ex);
}
}
match self.hnsw.as_ref() {
Some(index) if !index.is_empty() && index.dimension() == query_embedding.len() => {
// Over-fetch so the merge sees a useful vector pool; cosine
// distance from the index converts back to similarity (1 - d).
// `ef` is configurable, but the pool the fusion stage sees is
// not tied to it: a caller lowering `ef` for speed should not
// silently narrow what fusion has to work with.
let pool = (k * 8).max(64);
let ef = self.hnsw_ef_search(k).max(pool);
let candidates = index.search(query_embedding, pool, ef);
// A quantised index returns approximate distances, and no
@@ -42,6 +145,7 @@ impl HDF5Memory {
let exact = index.storage() == clawhdf5_ann::Storage::Int8;
let vec_scores: Vec<(usize, f32)> = candidates
.into_iter()
.filter(|(id, _)| exclude.is_none_or(|ex| ex[*id] == 0))
.map(|(id, dist)| {
let score = if exact {
crate::vector_search::cosine_similarity(
@@ -56,10 +160,54 @@ impl HDF5Memory {
.collect();
// Fusion normalises over every keyword match, so it needs all
// the scores — but not ranked.
let kw_scores = bm25.scores(query_text);
let mut kw_scores = bm25.scores(query_text);
if let Some(ex) = exclude {
if vec_scores.len() < k.min(allowed) {
// The allowed records are not where the index looked.
return self.exact_masked_search(
query_embedding,
query_text,
bm25,
fusion,
k,
ex,
);
}
kw_scores.retain(|(id, _)| ex[*id] == 0);
}
hybrid::fuse(vec_scores, kw_scores, fusion, k)
}
_ => hybrid::hybrid_search_fused(
_ => match exclude {
Some(ex) => {
self.exact_masked_search(query_embedding, query_text, bm25, fusion, k, ex)
}
None => hybrid::hybrid_search_fused(
query_embedding,
query_text,
&self.cache.embeddings,
&self.cache.chunks,
&self.cache.tombstones,
bm25,
fusion,
k,
),
},
}
}
#[cfg(not(feature = "hnsw"))]
fn vector_keyword_search(
&mut self,
query_embedding: &[f32],
query_text: &str,
bm25: &bm25::BM25Index,
fusion: hybrid::Fusion,
k: usize,
exclude: Option<&[u8]>,
) -> Vec<(usize, f32)> {
match exclude {
Some(ex) => self.exact_masked_search(query_embedding, query_text, bm25, fusion, k, ex),
None => hybrid::hybrid_search_fused(
query_embedding,
query_text,
&self.cache.embeddings,
@@ -72,25 +220,33 @@ impl HDF5Memory {
}
}
#[cfg(not(feature = "hnsw"))]
fn vector_keyword_search(
&mut self,
/// Exact hybrid search over the records `exclude` leaves (0 = allowed).
fn exact_masked_search(
&self,
query_embedding: &[f32],
query_text: &str,
bm25: &bm25::BM25Index,
fusion: hybrid::Fusion,
k: usize,
exclude: &[u8],
) -> Vec<(usize, f32)> {
hybrid::hybrid_search_fused(
query_embedding,
query_text,
&self.cache.embeddings,
&self.cache.chunks,
&self.cache.tombstones,
bm25,
fusion,
k,
)
let vec_scores =
hybrid::exact_vector_scores(query_embedding, &self.cache.embeddings, exclude);
let mut kw_scores = bm25.scores(query_text);
kw_scores.retain(|(id, _)| exclude.get(*id) == Some(&0));
hybrid::fuse(vec_scores, kw_scores, fusion, k)
}
/// The exclusion mask for a source-channel filter: 1 for a tombstoned
/// record or one from a channel not in `channels`.
fn source_mask(&self, channels: &[String]) -> Vec<u8> {
let allowed: HashSet<&str> = channels.iter().map(String::as_str).collect();
self.cache
.source_channels
.iter()
.zip(&self.cache.tombstones)
.map(|(ch, &t)| u8::from(t != 0 || !allowed.contains(ch.as_str())))
.collect()
}
/// Perform hybrid search combining cosine vector similarity and BM25 keyword search.
@@ -125,12 +281,53 @@ impl HDF5Memory {
fusion: hybrid::Fusion,
k: usize,
) -> Vec<SearchResult> {
self.search(
query_embedding,
query_text,
&SearchOptions::new(k).with_fusion(fusion),
)
}
/// Hybrid search with optional source filtering, re-ranking and
/// confidence rejection — see [`SearchOptions`].
///
/// Stages, in order: vector + keyword retrieval over the records the
/// source filter allows; fusion; scaling by Hebbian activation; re-ranking
/// (if on) of a `rerank_pool` of candidates; confidence rejection (if on);
/// the top `k`. The records returned with a positive score get their
/// Hebbian boost.
pub fn search(
&mut self,
query_embedding: &[f32],
query_text: &str,
options: &SearchOptions,
) -> Vec<SearchResult> {
let k = options.k;
let fetch = match options.rerank {
Some(_) if options.rerank_pool > 0 => options.rerank_pool.max(k),
Some(_) => k.saturating_mul(3).max(10),
None => k,
};
let exclude = options
.source_channels
.as_deref()
.map(|channels| self.source_mask(channels));
// The keyword index lives for the life of the store and is updated
// incrementally. Take it out for the duration of the call so the
// vector stage can borrow `self` mutably, then put it back.
self.ensure_bm25_fresh();
let bm25 = self.bm25.take().expect("ensure_bm25_fresh leaves an index");
let scored = self.vector_keyword_search(query_embedding, query_text, &bm25, fusion, k);
let scored = self.vector_keyword_search(
query_embedding,
query_text,
&bm25,
options.fusion,
fetch,
exclude.as_deref(),
);
self.bm25 = Some(bm25);
let mut results: Vec<SearchResult> = scored
.into_iter()
.map(|(idx, score)| {
@@ -154,6 +351,25 @@ impl HDF5Memory {
.then(a.index.cmp(&b.index))
});
if let Some(config) = &options.rerank {
results = Self::rerank_results(results, config, options.now);
}
if let Some(config) = &options.confidence {
let scored: Vec<ScoredResult> = results
.iter()
.map(|r| ScoredResult {
index: r.index,
score: r.score,
})
.collect();
let keep: HashSet<usize> = reject_low_confidence(&scored, config)
.into_iter()
.map(|r| r.index)
.collect();
results.retain(|r| keep.contains(&r.index));
}
results.truncate(k);
// Only reinforce records that actually matched. When fewer than `k`
// records are relevant, the rest of the list is zero-score filler;
// boosting it would teach the store that arbitrary records are
@@ -164,11 +380,45 @@ impl HDF5Memory {
.map(|r| r.index)
.collect();
self.apply_hebbian_boost(&hit_indices);
self.bm25 = Some(bm25);
results
}
/// Reorder by the re-ranker's combined score, which also becomes each
/// result's `score`.
fn rerank_results(
results: Vec<SearchResult>,
config: &ReRankConfig,
now: Option<f64>,
) -> Vec<SearchResult> {
let now = now.unwrap_or_else(|| {
std::time::SystemTime::now()
.duration_since(std::time::UNIX_EPOCH)
.map(|d| d.as_secs_f64())
.unwrap_or(0.0)
});
let inputs: Vec<RerankInput> = results
.iter()
.map(|r| RerankInput {
index: r.index,
timestamp: r.timestamp,
source_channel: r.source_channel.clone(),
raw_activation: r.activation,
relevance: r.score,
})
.collect();
let mut by_index: std::collections::HashMap<usize, SearchResult> =
results.into_iter().map(|r| (r.index, r)).collect();
rerank(&inputs, config, now)
.into_iter()
.filter_map(|rr| {
let mut r = by_index.remove(&rr.index)?;
r.score = rr.combined_score;
Some(r)
})
.collect()
}
/// Reinforce the records a query returned. The new weights are persisted by
/// the next checkpoint (any write that flushes, `flush_wal`, or drop) — not
/// by rewriting the whole store inside the query, which is what made
@@ -0,0 +1,344 @@
//! `HDF5Memory::search` with `SearchOptions`: source filtering, re-ranking and
//! confidence rejection in the store's own search path.
use std::collections::HashSet;
use clawhdf5_agent::confidence::ConfidenceConfig;
use clawhdf5_agent::reranker::ReRankConfig;
use clawhdf5_agent::{AgentMemory, HDF5Memory, MemoryConfig, MemoryEntry, SearchOptions, hybrid};
use tempfile::TempDir;
const DIM: usize = 32;
const N: usize = 3000;
const CLUSTERS: usize = 20;
struct Rng(u64);
impl Rng {
fn next(&mut self) -> u64 {
self.0 = self.0.wrapping_add(0x9E37_79B9_7F4A_7C15);
let mut z = self.0;
z = (z ^ (z >> 30)).wrapping_mul(0xBF58_476D_1CE4_E5B9);
z = (z ^ (z >> 27)).wrapping_mul(0x94D0_49BB_1331_11EB);
z ^ (z >> 31)
}
fn unit(&mut self) -> f32 {
(self.next() >> 40) as f32 / (1u64 << 24) as f32 - 0.5
}
}
fn normalize(v: &mut [f32]) {
let n = v.iter().map(|x| x * x).sum::<f32>().sqrt();
v.iter_mut().for_each(|x| *x /= n);
}
struct Data {
vectors: Vec<Vec<f32>>,
cluster: Vec<usize>,
centres: Vec<Vec<f32>>,
}
fn data() -> Data {
let mut rng = Rng(42);
let centres: Vec<Vec<f32>> = (0..CLUSTERS)
.map(|_| {
let mut c: Vec<f32> = (0..DIM).map(|_| rng.unit()).collect();
normalize(&mut c);
c
})
.collect();
let mut vectors = Vec::new();
let mut cluster = Vec::new();
for i in 0..N {
let c = i % CLUSTERS;
let mut v: Vec<f32> = centres[c].iter().map(|x| x + rng.unit() * 0.3).collect();
normalize(&mut v);
vectors.push(v);
cluster.push(c);
}
Data {
vectors,
cluster,
centres,
}
}
/// Channel of record `i` for a filter keeping `percent`% of the store at
/// random (independent of the vectors).
fn random_channel(i: usize, rng_seed: u64, percent: u64) -> String {
let mut r = Rng(rng_seed ^ (i as u64 * 7919));
if r.next() % 100 < percent {
"keep".into()
} else {
"other".into()
}
}
fn build(data: &Data, channel: impl Fn(usize) -> String) -> (TempDir, HDF5Memory) {
let dir = TempDir::new().unwrap();
let mut cfg = MemoryConfig::new(dir.path().join("s.h5"), "agent", DIM);
cfg.hebbian_boost = 0.0; // every query sees the same store
let mut m = HDF5Memory::create(cfg).unwrap();
let entries = data
.vectors
.iter()
.enumerate()
.map(|(i, v)| MemoryEntry {
chunk: format!("record {i} cluster {}", data.cluster[i]),
embedding: v.clone(),
source_channel: channel(i),
timestamp: i as f64,
session_id: "s".into(),
tags: format!("t{i}"),
})
.collect();
m.save_batch(entries).unwrap();
(dir, m)
}
/// Exact top-k by cosine among the records `allowed` keeps.
fn exact_top(data: &Data, q: &[f32], k: usize, allowed: impl Fn(usize) -> bool) -> Vec<usize> {
let mut s: Vec<(usize, f32)> = (0..N)
.filter(|&i| allowed(i))
.map(|i| (i, data.vectors[i].iter().zip(q).map(|(a, b)| a * b).sum()))
.collect();
s.sort_by(|a, b| b.1.total_cmp(&a.1).then(a.0.cmp(&b.0)));
s.into_iter().take(k).map(|(i, _)| i).collect()
}
fn query(data: &Data, i: usize) -> Vec<f32> {
let mut rng = Rng(1000 + i as u64);
let mut q: Vec<f32> = data.centres[i % CLUSTERS]
.iter()
.map(|x| x + rng.unit() * 0.3)
.collect();
normalize(&mut q);
q
}
fn vector_only(k: usize) -> SearchOptions {
SearchOptions::new(k).with_fusion(hybrid::Fusion::Weighted {
vector: 1.0,
keyword: 0.0,
})
}
#[test]
fn source_filter_returns_only_allowed_records_and_a_full_page() {
let d = data();
// At N = 3000 and k = 10 the index serves a filter only when that is
// cheaper than scanning the allowed records: pool = 80 * N / allowed
// candidates at ~M = 16 distances each, against `allowed` distances. So
// 90% goes through the index, 50% and 1% to the exact scan.
for percent in [90, 50, 1] {
let (_dir, mut m) = build(&d, |i| random_channel(i, 5, percent));
let allowed = |i: usize| random_channel(i, 5, percent) == "keep";
let mut hits = 0;
for qi in 0..40 {
let q = query(&d, qi);
let got = m.search(&q, "", &vector_only(10).with_sources(["keep"]));
assert_eq!(got.len(), 10, "{percent}%: short page");
assert!(got.iter().all(|r| r.source_channel == "keep"));
let want: HashSet<usize> = exact_top(&d, &q, 10, allowed).into_iter().collect();
hits += got.iter().filter(|r| want.contains(&r.index)).count();
}
let recall = hits as f64 / 400.0;
let floor = if percent == 90 { 0.95 } else { 1.0 };
assert!(recall >= floor, "{percent}%: recall@10 {recall}");
}
}
#[test]
fn filter_away_from_the_query_falls_back_to_an_exact_scan() {
// Channel = cluster, and the filter keeps two clusters (10% of the
// store) that are not the query's: the index's neighbourhood of the
// query holds none of them. The search must still return the exact
// top 10 among the allowed records, not a short or empty page.
let d = data();
let (_dir, mut m) = build(&d, |i| format!("c{}", d.cluster[i]));
for qi in 0..20 {
let q = query(&d, qi);
let a = format!("c{}", (qi + 7) % CLUSTERS);
let b = format!("c{}", (qi + 13) % CLUSTERS);
let got: Vec<usize> = m
.search(
&q,
"",
&vector_only(10).with_sources([a.clone(), b.clone()]),
)
.iter()
.map(|r| r.index)
.collect();
let want = exact_top(&d, &q, 10, |i| {
let c = format!("c{}", d.cluster[i]);
c == a || c == b
});
assert_eq!(got, want, "query {qi}");
}
}
#[test]
fn filter_edge_cases() {
let d = data();
let (_dir, mut m) = build(&d, |i| random_channel(i, 9, 50));
let q = query(&d, 0);
assert!(
m.search(
&q,
"cluster",
&SearchOptions::new(10).with_sources(Vec::<String>::new())
)
.is_empty()
);
assert!(
m.search(
&q,
"cluster",
&SearchOptions::new(10).with_sources(["nope"])
)
.is_empty()
);
// Keyword matches from other channels are filtered too.
let got = m.search(
&q,
"record cluster",
&SearchOptions::new(50).with_sources(["keep"]),
);
assert_eq!(got.len(), 50);
assert!(got.iter().all(|r| r.source_channel == "keep"));
// Deleted records never come back, filtered or not.
let first = got[0].index;
m.delete(first).unwrap();
let again = m.search(
&q,
"record cluster",
&SearchOptions::new(50).with_sources(["keep"]),
);
assert!(again.iter().all(|r| r.index != first));
}
#[test]
fn plain_options_equal_hybrid_search_with() {
// Two identical stores, so neither query sees the other's boosts.
let d = data();
let (_a, mut a) = build(&d, |i| random_channel(i, 3, 50));
let (_b, mut b) = build(&d, |i| random_channel(i, 3, 50));
for qi in 0..10 {
let q = query(&d, qi);
let x: Vec<(usize, u32)> = a
.search(&q, "record cluster 3", &SearchOptions::new(10))
.iter()
.map(|r| (r.index, r.score.to_bits()))
.collect();
let y: Vec<(usize, u32)> = b
.hybrid_search_with(&q, "record cluster 3", hybrid::DEFAULT_FUSION, 10)
.iter()
.map(|r| (r.index, r.score.to_bits()))
.collect();
assert_eq!(x, y);
}
}
fn small_store(entries: &[(&str, &str, f64)]) -> (TempDir, HDF5Memory) {
let dir = TempDir::new().unwrap();
let mut m = HDF5Memory::create(MemoryConfig::new(dir.path().join("r.h5"), "a", 4)).unwrap();
m.save_batch(
entries
.iter()
.map(|(chunk, channel, ts)| MemoryEntry {
chunk: chunk.to_string(),
embedding: vec![1.0, 0.0, 0.0, 0.0],
source_channel: channel.to_string(),
timestamp: *ts,
session_id: "s".into(),
tags: String::new(),
})
.collect(),
)
.unwrap();
(dir, m)
}
#[test]
fn rerank_breaks_relevance_ties_by_recency() {
// Identical text and vectors, so retrieval ties; re-ranking must put the
// newer record first and report the combined score.
let now = 1_000_000.0;
let (_d, mut m) = small_store(&[
("user prefers dark mode", "chat", now - 30.0 * 86_400.0),
("user prefers dark mode", "chat", now - 60.0),
]);
let q = [1.0, 0.0, 0.0, 0.0];
let plain = m.search(&q, "dark mode", &SearchOptions::new(2));
assert_eq!(plain[0].index, 0, "ties break by index without re-ranking");
let reranked = m.search(
&q,
"dark mode",
&SearchOptions::new(2)
.with_rerank(ReRankConfig::default())
.at_time(now),
);
assert_eq!(reranked[0].index, 1);
assert!(reranked[0].score > reranked[1].score);
assert_ne!(reranked[0].score.to_bits(), plain[0].score.to_bits());
}
#[test]
fn confidence_rejects_when_nothing_is_good_enough() {
let (_d, mut m) = small_store(&[("alpha", "chat", 0.0), ("beta", "chat", 0.0)]);
let q = [1.0, 0.0, 0.0, 0.0];
let strict = ConfidenceConfig {
min_score: 10.0,
..ConfidenceConfig::default()
};
assert!(
m.search(&q, "alpha", &SearchOptions::new(2).with_confidence(strict))
.is_empty()
);
let lenient = ConfidenceConfig {
min_score: 0.0,
min_gap: f32::INFINITY,
max_results: 1,
};
assert_eq!(
m.search(&q, "alpha", &SearchOptions::new(2).with_confidence(lenient))
.len(),
1
);
}
#[test]
fn only_returned_results_are_reinforced() {
// With re-ranking, a pool of max(3k, 10) candidates is retrieved; only
// the k returned should gain activation.
let d = data();
let dir = TempDir::new().unwrap();
let path = dir.path().join("h.h5");
let mut m = HDF5Memory::create(MemoryConfig::new(path, "a", DIM)).unwrap();
m.save_batch(
(0..200)
.map(|i| MemoryEntry {
chunk: format!("record {i}"),
embedding: d.vectors[i].clone(),
source_channel: "chat".into(),
timestamp: i as f64,
session_id: "s".into(),
tags: String::new(),
})
.collect(),
)
.unwrap();
let q = query(&d, 0);
let got = m.search(
&q,
"record",
&SearchOptions::new(3).with_rerank(ReRankConfig::default()),
);
assert_eq!(got.len(), 3);
let returned: HashSet<usize> = got.iter().map(|r| r.index).collect();
// A second plain search reports each record's current activation.
let all = m.search(&q, "record", &SearchOptions::new(200));
for r in &all {
let boosted = r.activation > 1.0;
assert_eq!(boosted, returned.contains(&r.index), "record {}", r.index);
}
}
@@ -20,6 +20,7 @@
//! cargo run --release -p clawhdf5-bench --bin search_harness -- --json out.json
//! cargo run --release -p clawhdf5-bench --bin search_harness -- --ann-only --uniform
//! cargo run --release -p clawhdf5-bench --bin search_harness -- --float16-study --full
//! cargo run --release -p clawhdf5-bench --bin search_harness -- --options-study --full
//! ```
use std::time::{Duration, Instant};
@@ -487,6 +488,177 @@ fn bench_end_to_end(n: usize, json: &mut Vec<serde_json::Value>) {
}));
}
// ---------------------------------------------------------------------------
// Search options study: source filters, re-ranking, confidence rejection
// ---------------------------------------------------------------------------
/// `--options-study`: what `HDF5Memory::search`'s options cost and whether a
/// filtered search finds the right records. Filters keep 50%, 10% or 1% of
/// the store at random, or two whole clusters away from the query (the case
/// the index cannot serve, which falls back to an exact scan). Recall is
/// vector-only against an exact scan of the allowed records; latency is full
/// hybrid search. Hebbian boosting is off.
fn options_study(n: usize) {
use clawhdf5_agent::SearchOptions;
use clawhdf5_agent::confidence::ConfidenceConfig;
use clawhdf5_agent::hybrid::Fusion;
use clawhdf5_agent::reranker::ReRankConfig;
let data = make_dataset(n, 0x0B7 ^ n as u64);
let n_clusters = data.cluster_of.iter().max().map_or(1, |m| m + 1);
let mut rng = Rng(5);
let bucket_of: Vec<usize> = (0..n).map(|_| rng.below(100)).collect();
let bucket = &bucket_of;
let query_texts: Vec<String> = data
.query_cluster
.iter()
.enumerate()
.map(|(i, c)| text_for(*c, i, &mut rng))
.collect();
let exact_top = |q: &[f32], allowed: &dyn Fn(usize) -> bool| -> Vec<usize> {
let mut s: Vec<(usize, f32)> = (0..n)
.filter(|&i| allowed(i))
.map(|i| (i, data.vectors[i].iter().zip(q).map(|(a, b)| a * b).sum()))
.collect();
s.sort_by(|a, b| b.1.total_cmp(&a.1).then(a.0.cmp(&b.0)));
s.into_iter().take(K).map(|(i, _)| i).collect()
};
// Two stores: channel = random bucket, and channel = cluster.
let dir = tempfile::tempdir().unwrap();
let mut stores = Vec::new();
for by_cluster in [false, true] {
let mut rng = Rng(3);
let entries: Vec<MemoryEntry> = data
.vectors
.iter()
.enumerate()
.map(|(i, v)| MemoryEntry {
chunk: text_for(data.cluster_of[i], i, &mut rng),
embedding: v.clone(),
source_channel: if by_cluster {
format!("c{}", data.cluster_of[i])
} else {
format!("b{}", bucket[i])
},
timestamp: i as f64,
session_id: format!("s{}", i % 50),
tags: format!("t{i}"),
})
.collect();
let mut config = MemoryConfig::new(
dir.path().join(format!("opt_{by_cluster}.h5")),
"bench",
DIM,
);
config.hebbian_boost = 0.0;
let mut mem = HDF5Memory::create(config).unwrap();
mem.save_batch(entries).unwrap();
std::hint::black_box(mem.search(&data.queries[0], "", &SearchOptions::new(K)));
stores.push(mem);
}
let vector_only = SearchOptions::new(K).with_fusion(Fusion::Weighted {
vector: 1.0,
keyword: 0.0,
});
// (label, store, channels for query i, allowed(i, record))
type Case<'a> = (
String,
usize,
Box<dyn Fn(usize) -> Option<Vec<String>> + 'a>,
Box<dyn Fn(usize, usize) -> bool + 'a>,
);
let mut cases: Vec<Case> = vec![(
"no filter".into(),
0,
Box::new(|_| None),
Box::new(|_, _| true),
)];
for pct in [50usize, 10, 1] {
cases.push((
format!("random {pct}%"),
0,
Box::new(move |_| Some((0..pct).map(|b| format!("b{b}")).collect())),
Box::new(move |_, i| bucket[i] < pct),
));
}
let d = &data;
let away = move |qi: usize| {
let qc = d.query_cluster[qi];
[
(qc + n_clusters / 3) % n_clusters,
(qc + 2 * n_clusters / 3) % n_clusters,
]
};
cases.push((
"2 clusters away from the query".into(),
1,
Box::new(move |qi| Some(away(qi).iter().map(|c| format!("c{c}")).collect())),
Box::new(move |qi, i| away(qi).contains(&d.cluster_of[i])),
));
for (label, store, channels, allowed) in &cases {
let mem = &mut stores[*store];
let mut hits = 0;
let mut kept = 0;
for (qi, q) in data.queries.iter().enumerate() {
let mut opts = vector_only.clone();
opts.source_channels = channels(qi);
let got = mem.search(q, "", &opts);
let want = exact_top(q, &|i| allowed(qi, i));
kept += want.len();
hits += got.iter().filter(|r| want.contains(&r.index)).count();
}
let latency = summarize(
(0..N_QUERIES)
.map(|qi| {
let mut opts = SearchOptions::new(K);
opts.source_channels = channels(qi);
let t = Instant::now();
std::hint::black_box(mem.search(&data.queries[qi], &query_texts[qi], &opts));
t.elapsed()
})
.collect(),
);
println!(
"| {n} | {label} | {:.4} | {:.3} | {:.3} |",
hits as f64 / kept.max(1) as f64,
millis(latency.p50),
millis(latency.p99),
);
}
let mem = &mut stores[0];
for (label, opts) in [
(
"re-rank",
SearchOptions::new(K).with_rerank(ReRankConfig::default()),
),
(
"re-rank + confidence",
SearchOptions::new(K)
.with_rerank(ReRankConfig::default())
.with_confidence(ConfidenceConfig::default()),
),
] {
let latency = summarize(
(0..N_QUERIES)
.map(|qi| {
let t = Instant::now();
std::hint::black_box(mem.search(&data.queries[qi], &query_texts[qi], &opts));
t.elapsed()
})
.collect(),
);
println!(
"| {n} | {label} | — | {:.3} | {:.3} |",
millis(latency.p50),
millis(latency.p99)
);
}
}
// ---------------------------------------------------------------------------
// float16 study: what does half-precision embedding storage cost?
// ---------------------------------------------------------------------------
@@ -788,6 +960,19 @@ fn main() {
}
return;
}
if args.iter().any(|a| a == "--options-study") {
println!("## Search options ({DIM}-dim, k = {K}, Hebbian boost off)\n");
println!("| N | options | filtered recall@10 | p50 ms | p99 ms |");
println!("|---:|---|---:|---:|---:|");
for &n in if full {
&[10_000, 100_000][..]
} else {
&[10_000][..]
} {
options_study(n);
}
return;
}
if args.iter().any(|a| a == "--f16-first") {
F16_FIRST.store(true, std::sync::atomic::Ordering::Relaxed);
}