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#!/usr/bin/env python3
"""
Personalized LLM Interface for Evaluation.
This module provides the `PersonalizedLLM` class that wraps the entire
personalization system into a clean interface for evaluation frameworks
and user simulators.
Interface contract:
- chat(user_id, query) -> AssistantResponse: Main online interface
- reset_session(user_id): Clear session history and short-term state
- reset_user(user_id): Completely reset user (long-term, short-term, memories)
- apply_feedback(feedback): Apply external feedback for RL updates
"""
from __future__ import annotations
import os
import sys
import uuid
from dataclasses import dataclass, field
from typing import Any, Dict, List, Optional
import numpy as np
import yaml
# Ensure src is in path for standalone usage
_src_path = os.path.join(os.path.dirname(__file__), "../../..")
if _src_path not in sys.path:
sys.path.insert(0, _src_path)
from personalization.config.settings import load_local_models_config
from personalization.config.registry import get_preference_extractor, get_chat_model
from personalization.models.embedding.qwen3_8b import Qwen3Embedding8B
from personalization.models.reranker.qwen3_reranker import Qwen3Reranker
from personalization.models.reranker.bge_reranker import BGEReranker
from personalization.user_model.tensor_store import UserTensorStore, UserState
from personalization.user_model.session_state import OnlineSessionState
from personalization.user_model.features import ItemProjection
from personalization.retrieval.preference_store.schemas import (
MemoryCard, ChatTurn, PreferenceList, Preference
)
from personalization.retrieval.pipeline import retrieve_with_policy, retrieve_no_policy
from personalization.feedback.handlers import eval_step, eval_step_llm
from personalization.feedback.llm_reward import LLMRewardClient, LLMRewardConfig
from personalization.user_model.policy.reinforce import reinforce_update_user_state
# =============================================================================
# Data Classes for Interface
# =============================================================================
@dataclass
class UsageStats:
"""Token usage statistics from a chat completion."""
prompt_tokens: int
completion_tokens: int
total_tokens: int
model: str
@dataclass
class DebugInfo:
"""
Debug information for analysis and ablation studies.
All fields are optional - fill what you have, leave empty what you don't.
"""
selected_memory_ids: List[str] = field(default_factory=list)
selected_memory_notes: List[str] = field(default_factory=list)
selected_memory_scores: List[float] = field(default_factory=list)
user_vector_before: Optional[List[float]] = None
user_vector_after: Optional[List[float]] = None
extracted_preferences: List[Dict[str, Any]] = field(default_factory=list)
extra: Dict[str, Any] = field(default_factory=dict)
@dataclass
class AssistantResponse:
"""Response from the personalized LLM chat interface."""
answer: str
usage: UsageStats
debug: Optional[DebugInfo] = None
@dataclass
class Feedback:
"""
Feedback data structure for RL updates from user simulator or judge.
Attributes:
user_id: The user this feedback is for.
turn_id: The turn this feedback refers to (from the previous turn).
reward: Reward scalar computed by user simulator / judge.
gating: Gating flag (1=valid learning signal, 0=skip update).
meta: Additional metadata for training/analysis.
"""
user_id: str
turn_id: int
reward: float
gating: float # Can be 0.0 or 1.0, or continuous
meta: Dict[str, Any] = field(default_factory=dict)
# =============================================================================
# Internal Session State Extended
# =============================================================================
@dataclass
class _SessionContext:
"""Extended session context for evaluation tracking."""
session_state: OnlineSessionState
turn_counter: int = 0
# Store info needed for apply_feedback
pending_rl_update: Optional[Dict[str, Any]] = None
# =============================================================================
# Shared Model Singletons for Multi-threaded Efficiency
# =============================================================================
_shared_embed_model = None
_shared_reranker = None
_shared_extractor = None
_shared_models_lock = None # Will be initialized on first use
def _get_shared_models_lock():
"""Get or create the threading lock for shared models."""
global _shared_models_lock
if _shared_models_lock is None:
import threading
_shared_models_lock = threading.Lock()
return _shared_models_lock
def get_shared_embedding_model(model_path: str, device_map: str = "auto"):
"""Get or create shared embedding model (thread-safe singleton)."""
global _shared_embed_model
import torch
lock = _get_shared_models_lock()
with lock:
if _shared_embed_model is None:
print(f"[SharedModels] Loading shared embedding model on {device_map}...")
_shared_embed_model = Qwen3Embedding8B(
model_path=model_path,
dtype=torch.bfloat16,
device_map=device_map,
)
print("[SharedModels] Shared embedding model loaded.")
return _shared_embed_model
def get_shared_reranker(model_path: str, device_map: str = "auto", reranker_type: str = "qwen3"):
"""Get or create shared reranker model (thread-safe singleton)."""
global _shared_reranker
import torch
lock = _get_shared_models_lock()
with lock:
if _shared_reranker is None:
print(f"[SharedModels] Loading shared reranker ({reranker_type}) on {device_map}...")
if reranker_type == "bge":
_shared_reranker = BGEReranker(
model_path=model_path,
device_map=device_map,
dtype=torch.float16,
)
else:
_shared_reranker = Qwen3Reranker(
model_path=model_path,
device_map=device_map,
dtype=torch.bfloat16,
)
print("[SharedModels] Shared reranker model loaded.")
return _shared_reranker
def get_shared_extractor(model_path: str, device_map: str = "auto"):
"""Get or create shared preference extractor model (thread-safe singleton)."""
global _shared_extractor
import torch
from personalization.models.preference_extractor.rule_extractor import QwenRuleExtractor
lock = _get_shared_models_lock()
with lock:
if _shared_extractor is None:
print(f"[SharedModels] Loading shared preference extractor on {device_map}...")
_shared_extractor = QwenRuleExtractor(
model_path=model_path,
dtype=torch.bfloat16,
device_map=device_map,
)
print("[SharedModels] Shared preference extractor loaded.")
return _shared_extractor
def clear_shared_models():
"""Free all shared singleton models to reclaim GPU memory between methods."""
global _shared_embed_model, _shared_reranker, _shared_extractor
import gc
lock = _get_shared_models_lock()
with lock:
freed = []
if _shared_embed_model is not None:
freed.append("embedding")
del _shared_embed_model
_shared_embed_model = None
if _shared_reranker is not None:
freed.append("reranker")
del _shared_reranker
_shared_reranker = None
if _shared_extractor is not None:
freed.append("extractor")
del _shared_extractor
_shared_extractor = None
if freed:
gc.collect()
try:
import torch
if torch.cuda.is_available():
torch.cuda.empty_cache()
except ImportError:
pass
print(f"[SharedModels] Cleared: {', '.join(freed)}")
# =============================================================================
# PersonalizedLLM Class
# =============================================================================
class PersonalizedLLM:
"""
Personalized LLM wrapper for evaluation frameworks.
This class provides a clean interface that accepts only (user_id, query)
for the main chat function, while internally managing:
- User state vectors (z_long, z_short)
- Session history
- Memory retrieval and policy
- Preference extraction and storage
- RL updates
Example usage:
llm = PersonalizedLLM()
# Reset user for fresh experiment
llm.reset_user("user_123")
# Start a session
llm.reset_session("user_123")
# Chat
response = llm.chat("user_123", "What's a good recipe for dinner?")
print(response.answer)
# Apply feedback from previous turn (from turn 2 onwards)
llm.apply_feedback(Feedback(
user_id="user_123",
turn_id=0,
reward=0.8,
gating=1.0
))
"""
def __init__(
self,
config_path: Optional[str] = None,
user_store_path: str = "data/users/user_store_eval.npz",
memory_cards_path: str = "data/corpora/memory_cards.jsonl",
memory_embeddings_path: str = "data/corpora/memory_embeddings.npy",
item_projection_path: str = "data/corpora/item_projection.npz",
only_own_memories: bool = True,
enable_preference_extraction: bool = True,
enable_rl_updates: bool = True,
mode: str = "full", # "full", "nopersonal", or "vanilla"
eval_mode: bool = True, # True = greedy selection, False = stochastic sampling
device_assignment: Optional[Dict[str, str]] = None, # Multi-GPU support
llm_name: Optional[str] = None, # Override LLM name (e.g., "llama_8b_vllm" for vLLM)
use_shared_models: bool = False, # Use shared singleton models for multi-threaded efficiency
reranker_type: str = "qwen3", # "qwen3" (8B) or "bge" (278M)
best_of_n: int = 1, # Generate N responses and pick best (for RAG methods)
reward_mode: str = "keyword", # "keyword", "llm" (GPT-4o-mini), or "llm_local" (local vLLM)
llm_reward_config: Optional["LLMRewardConfig"] = None, # Config for LLM judge
reward_vllm_url: Optional[str] = None, # vLLM URL for local reward model (when reward_mode="llm_local")
enable_query_transform: bool = False, # Transform queries for better retrieval matching
enable_global_preferences: bool = False, # Separate global prefs that bypass retrieval
dynamic_topk: bool = False, # Use dynamic topk based on rerank scores
dynamic_min_k: int = 3, # Min preferences for dynamic topk
dynamic_max_k: int = 8, # Max preferences for dynamic topk
dynamic_score_ratio: float = 0.5, # Threshold = top_score * ratio
eta_long: float = None, # Override RL learning rate for z_long
eta_short: float = None, # Override RL learning rate for z_short
enable_preference_consolidation: bool = False, # Consolidate preferences at session end
consolidation_threshold: int = 5, # Min preferences before consolidation
enable_preference_rewrite: bool = False, # Use LLM to rewrite/merge retrieved preferences
):
"""
Initialize the PersonalizedLLM.
Args:
config_path: Path to config file. If None, uses default locations.
user_store_path: Path to persist user state vectors.
memory_cards_path: Path to memory cards JSONL file.
memory_embeddings_path: Path to memory embeddings numpy file.
item_projection_path: Path to item projection (PCA) file.
only_own_memories: If True, only retrieve user's own memories (strict privacy).
enable_preference_extraction: If True, extract preferences from user turns.
enable_rl_updates: If True, apply RL updates via apply_feedback.
mode: "full" for full personalization, "nopersonal" for baseline (no user vector influence),
"vanilla" for pure LLM without any memory retrieval or preference extraction.
eval_mode: If True, use greedy/deterministic selection (for evaluation).
If False, use stochastic sampling (for training/exploration).
device_assignment: Optional dict to assign models to specific GPUs.
Example: {"embed": "cuda:0", "reranker": "cuda:1", "chat": "cuda:2", "extractor": "cuda:3"}
If None, uses "auto" for all models.
use_shared_models: If True, use shared singleton models for embedding and reranker.
This is essential for multi-threaded/parallel profile processing to avoid
loading duplicate models. When enabled, the first thread loads the models,
and subsequent threads reuse the shared instances.
"""
self.only_own_memories = only_own_memories
self.use_shared_models = use_shared_models
self.enable_preference_extraction = enable_preference_extraction
self.enable_rl_updates = enable_rl_updates
self.mode = mode # "full" or "nopersonal"
self.eval_mode = eval_mode # True = greedy, False = sample
self.reranker_type = reranker_type # "qwen3" or "bge"
self.best_of_n = best_of_n # Generate N responses and pick best
self.reward_mode = reward_mode # "keyword", "llm", or "llm_local"
self.enable_query_transform = enable_query_transform
self.enable_global_preferences = enable_global_preferences
self.enable_preference_consolidation = enable_preference_consolidation
self.consolidation_threshold = consolidation_threshold
self.enable_preference_rewrite = enable_preference_rewrite
# Initialize LLM reward client if using LLM judge
self._llm_reward_client = None # Can be LLMRewardClient or LocalLLMRewardClient
if reward_mode == "llm":
self._llm_reward_client = LLMRewardClient(llm_reward_config or LLMRewardConfig())
elif reward_mode == "llm_local":
from personalization.feedback.local_llm_reward import (
LocalLLMRewardClient,
LocalLLMRewardConfig,
)
local_config = LocalLLMRewardConfig(
vllm_url=reward_vllm_url or "http://localhost:8005/v1",
)
self._llm_reward_client = LocalLLMRewardClient(local_config)
# Multi-GPU device assignment
self._device_assignment = device_assignment or {
"embed": "auto",
"reranker": "auto",
"chat": "auto",
"extractor": "auto",
}
# Paths
self._memory_cards_path = memory_cards_path
self._memory_embeddings_path = memory_embeddings_path
self._item_projection_path = item_projection_path
# RL Configuration
# Note: beta/eta increased for more significant z_u updates
self._rl_cfg = {
"item_dim": 256,
"beta_long": 2.0, # Increased from 0.1 for stronger personalization
"beta_short": 5.0, # Increased from 0.3
"tau": 1.0,
"eta_long": eta_long if eta_long is not None else 0.01,
"eta_short": eta_short if eta_short is not None else 0.05,
"ema_alpha": 0.05,
"short_decay": 0.1,
"dense_topk": 64,
"rerank_topk": 5,
"max_new_tokens": 512,
# Dynamic topk settings
"dynamic_topk": dynamic_topk,
"dynamic_min_k": dynamic_min_k,
"dynamic_max_k": dynamic_max_k,
"dynamic_score_ratio": dynamic_score_ratio,
}
# Store llm_name before loading config (needed in _load_config)
self._llm_name_override = llm_name
# Load config and override RL params if available
self._load_config(config_path)
# Load models
print("[PersonalizedLLM] Loading models...")
self._load_models()
# Load memory store
print("[PersonalizedLLM] Loading memory store...")
self._load_memory_store()
# Initialize user store
self._user_store = UserTensorStore(
k=self._rl_cfg["item_dim"],
path=user_store_path,
)
# Session contexts per user (in-memory)
self._sessions: Dict[str, _SessionContext] = {}
print("[PersonalizedLLM] Initialization complete.")
def _load_config(self, config_path: Optional[str]):
"""Load configuration from yaml files."""
self._cfg = load_local_models_config()
# Try to load user_model.yaml for RL params
if config_path is None:
config_path = "configs/user_model.yaml"
self._llm_name = self._llm_name_override or "qwen_1_5b" # Default, can be overridden
try:
if os.path.exists(config_path):
with open(config_path, "r") as f:
user_cfg = yaml.safe_load(f)
if user_cfg:
# Override RL params if present
for key in self._rl_cfg:
if key in user_cfg:
self._rl_cfg[key] = user_cfg[key]
# LLM name (only from config if not already set via parameter)
if self._llm_name_override is None and "llm_name" in user_cfg:
self._llm_name = user_cfg["llm_name"]
except Exception as e:
print(f"[PersonalizedLLM] Warning: Failed to load config: {e}")
def _load_models(self):
"""Load all ML models with optional multi-GPU assignment."""
import torch
# Report GPU availability (only once, not for shared model instances)
if not self.use_shared_models:
num_gpus = torch.cuda.device_count()
print(f"[PersonalizedLLM] Available GPUs: {num_gpus}")
for i in range(num_gpus):
mem = torch.cuda.get_device_properties(i).total_memory / 1e9
print(f" GPU {i}: {torch.cuda.get_device_name(i)} ({mem:.1f}GB)")
embed_device = self._device_assignment.get("embed", "auto")
reranker_device = self._device_assignment.get("reranker", "auto")
chat_device = self._device_assignment.get("chat", "auto")
extractor_device = self._device_assignment.get("extractor", "auto")
# Embedding model - only load for modes that use RAG retrieval
# Vanilla and contextual modes don't need embedding/reranker
needs_retrieval = self.mode not in ("vanilla", "contextual")
if needs_retrieval:
if self.use_shared_models:
print(f"[PersonalizedLLM] Using shared embedding model...")
self._embed_model = get_shared_embedding_model(
model_path=self._cfg.embedding.qwen3.local_path,
device_map=embed_device,
)
else:
print(f"[PersonalizedLLM] Loading Embedding model on {embed_device}...")
self._embed_model = Qwen3Embedding8B(
model_path=self._cfg.embedding.qwen3.local_path,
dtype=torch.bfloat16,
device_map=embed_device,
)
else:
print(f"[PersonalizedLLM] Skipping embedding model (not needed for {self.mode} mode)")
self._embed_model = None
# Reranker - only load for modes that use RAG retrieval
# Support both qwen3 (8B) and bge (278M) rerankers
if needs_retrieval:
if self.reranker_type == "bge":
reranker_path = getattr(self._cfg.reranker, "bge_base", None)
reranker_path = reranker_path.local_path if reranker_path else "BAAI/bge-reranker-base"
else:
reranker_path = self._cfg.reranker.qwen3_8b.local_path
if self.use_shared_models:
print(f"[PersonalizedLLM] Using shared reranker model ({self.reranker_type})...")
self._reranker = get_shared_reranker(
model_path=reranker_path,
device_map=reranker_device,
reranker_type=self.reranker_type,
)
else:
print(f"[PersonalizedLLM] Loading Reranker ({self.reranker_type}) on {reranker_device}...")
if self.reranker_type == "bge":
self._reranker = BGEReranker(
model_path=reranker_path,
device_map=reranker_device,
dtype=torch.float16,
)
else:
self._reranker = Qwen3Reranker(
model_path=reranker_path,
device_map=reranker_device,
dtype=torch.bfloat16,
)
else:
print(f"[PersonalizedLLM] Skipping reranker (not needed for {self.mode} mode)")
self._reranker = None
# Chat model (via registry for backend switching)
print(f"[PersonalizedLLM] Loading ChatModel: {self._llm_name} on {chat_device}...")
# Pass device override if specified (not "auto")
device_for_chat = chat_device if chat_device != "auto" else None
self._chat_model = get_chat_model(self._llm_name, device_override=device_for_chat)
# Preference extractor - use shared singleton if enabled
if self.enable_preference_extraction:
extractor_name = "qwen3_0_6b_sft"
if self.use_shared_models:
print(f"[PersonalizedLLM] Using shared preference extractor...")
try:
extractor_path = self._cfg.preference_extractor.get("qwen3_0_6b_sft", {}).get("path", None)
if extractor_path:
self._extractor = get_shared_extractor(
model_path=extractor_path,
device_map=extractor_device,
)
else:
print(f"[PersonalizedLLM] Extractor path not found, using rule-based.")
self._extractor = get_preference_extractor("rule")
except Exception as e:
print(f"[PersonalizedLLM] Warning: Failed to load shared extractor: {e}. Using rule-based.")
self._extractor = get_preference_extractor("rule")
else:
print(f"[PersonalizedLLM] Loading extractor: {extractor_name} on {extractor_device}...")
try:
self._extractor = get_preference_extractor(extractor_name)
except Exception as e:
print(f"[PersonalizedLLM] Warning: Failed to load {extractor_name}: {e}. Using rule-based.")
self._extractor = get_preference_extractor("rule")
else:
print("[PersonalizedLLM] Preference extraction disabled, skipping extractor.")
self._extractor = None
def _load_memory_store(self):
"""Load memory cards and embeddings."""
if not os.path.exists(self._memory_cards_path):
print(f"[PersonalizedLLM] Warning: Memory cards not found at {self._memory_cards_path}")
self._memory_cards: List[MemoryCard] = []
self._memory_embeddings = np.zeros((0, 4096), dtype=np.float32)
self._item_vectors = np.zeros((0, self._rl_cfg["item_dim"]), dtype=np.float32)
# Create default projection (truncation to first k dims) so preferences can be added
k = self._rl_cfg["item_dim"]
d = 4096
P = np.zeros((k, d), dtype=np.float32)
P[:, :k] = np.eye(k, dtype=np.float32)
self._projection = ItemProjection(P=P, mean=np.zeros(d, dtype=np.float32))
print(f"[PersonalizedLLM] Created default projection (truncation, k={k})")
return
# Load cards
self._memory_cards = []
with open(self._memory_cards_path, "r") as f:
for line in f:
line = line.strip()
if line:
self._memory_cards.append(MemoryCard.model_validate_json(line))
# Load embeddings
if os.path.exists(self._memory_embeddings_path):
self._memory_embeddings = np.load(self._memory_embeddings_path)
else:
self._memory_embeddings = np.zeros((len(self._memory_cards), 4096), dtype=np.float32)
# Load projection
if os.path.exists(self._item_projection_path):
proj_data = np.load(self._item_projection_path)
self._projection = ItemProjection(P=proj_data["P"], mean=proj_data["mean"])
self._item_vectors = proj_data["V"]
else:
# Create default projection so preferences can still be added
k = self._rl_cfg["item_dim"]
d = 4096
P = np.zeros((k, d), dtype=np.float32)
P[:, :k] = np.eye(k, dtype=np.float32)
self._projection = ItemProjection(P=P, mean=np.zeros(d, dtype=np.float32))
self._item_vectors = np.zeros((len(self._memory_cards), self._rl_cfg["item_dim"]), dtype=np.float32)
print(f"[PersonalizedLLM] Created default projection (truncation, k={k})")
print(f"[PersonalizedLLM] Loaded {len(self._memory_cards)} memory cards.")
def _get_or_create_session(self, user_id: str) -> _SessionContext:
"""Get or create session context for a user."""
if user_id not in self._sessions:
self._sessions[user_id] = _SessionContext(
session_state=OnlineSessionState(user_id=user_id),
turn_counter=0,
)
return self._sessions[user_id]
def _build_chat_turn(self, user_id: str, text: str, role: str, turn_id: int) -> ChatTurn:
"""Build a ChatTurn object."""
return ChatTurn(
user_id=user_id,
session_id=f"eval_session_{user_id}",
turn_id=turn_id,
role=role,
text=text,
meta={"source": "eval"}
)
def _count_tokens(self, text: str) -> int:
"""Estimate token count using the tokenizer."""
try:
# Use the chat model's tokenizer if available
if hasattr(self._chat_model, 'tokenizer'):
return len(self._chat_model.tokenizer.encode(text))
else:
# Rough estimate: ~4 chars per token
return len(text) // 4
except Exception:
return len(text) // 4
# Task type keywords for query transformation
_TASK_KEYWORDS = {
"math": ["solve", "calculate", "integral", "equation", "proof", "derivative",
"math", "algebra", "geometry", "trigonometry", "calculus", "arithmetic",
"formula", "compute", "evaluate", "simplify", "factor", "graph"],
"coding": ["code", "program", "function", "implement", "debug", "python", "java",
"javascript", "algorithm", "class", "method", "bug", "error", "compile",
"script", "html", "css", "sql", "api", "library", "framework"],
"writing": ["write", "essay", "paragraph", "summarize", "draft", "compose",
"article", "story", "letter", "email", "report", "review", "edit",
"rewrite", "paraphrase", "outline"],
"explanation": ["explain", "what is", "how does", "why", "describe", "define",
"meaning", "concept", "difference between", "compare", "contrast"],
}
def _transform_query_for_retrieval(self, query: str) -> List[str]:
"""
Transform raw user query into multiple retrieval queries to bridge
the semantic gap between task queries and preference descriptions.
Returns [original_query, transformed_query] or [original_query] if
no task type detected.
"""
import re
query_lower = query.lower()
detected_types = []
for task_type, keywords in self._TASK_KEYWORDS.items():
for kw in keywords:
# Use word boundary matching to avoid false positives
# e.g., "api" should not match "capital"
if re.search(r'\b' + re.escape(kw) + r'\b', query_lower):
detected_types.append(task_type)
break
if not detected_types:
return [query]
# Use first detected type (most specific match)
task_type = detected_types[0]
transformed = f"user preferences for {task_type} tasks: {query}"
return [query, transformed]
# Patterns indicating a global/universal preference condition
_GLOBAL_PATTERNS = ["general", "any", "always", "all ", "every", "regardless",
"any task", "any topic", "any question", "all tasks", "all topics"]
# Domain-specific terms that indicate a conditional preference
_DOMAIN_TERMS = ["math", "code", "coding", "program", "writing", "essay", "science",
"history", "language", "physics", "chemistry", "biology", "literature",
"creative", "technical", "formal", "informal", "academic", "casual"]
def _classify_preference_scope(self, condition: str) -> bool:
"""
Classify whether a preference condition is global (always applicable)
or conditional (task-specific).
Returns True if global, False if conditional.
"""
cond_lower = condition.lower().strip()
# Check for explicit global patterns
for pattern in self._GLOBAL_PATTERNS:
if pattern in cond_lower:
return True
# Very short/vague conditions with no domain terms are likely global
words = cond_lower.split()
if len(words) <= 2:
has_domain = any(term in cond_lower for term in self._DOMAIN_TERMS)
if not has_domain:
return True
return False
# Rewrite prompt for merging retrieved preferences
_REWRITE_PROMPT = """You are helping to prepare user preferences for an AI assistant.
The user is asking: {query}
Retrieved preferences about this user:
{preferences}
Task: Create a concise preference summary that the assistant MUST follow.
Rules:
1. PRESERVE all specific formatting requirements exactly (e.g., "type hints", "snake_case", "code fence with language")
2. PRESERVE all structural requirements (e.g., "numbered steps", "bullet points", "answer first then explanation")
3. Only MERGE preferences that are truly redundant (saying the same thing differently)
4. Output as a short bulleted list if there are multiple distinct requirements
5. Keep each point actionable and specific - NO vague generalizations like "follow best practices"
Example input:
- Include type hints in Python code
- Use snake_case for variable names
- When explaining, use numbered steps
Example output:
- Include type hints
- Use snake_case for variables
- Use numbered steps for explanations
If no preferences are relevant to this query type, output: "No specific preferences apply."
Preference summary:"""
def _rewrite_preferences(self, memory_notes: List[str], query: str) -> List[str]:
"""
Use LLM to rewrite/merge multiple retrieved preferences into concise instructions.
This is similar to Reflection's proper_scaffolding but focuses on merging
rather than just filtering.
Args:
memory_notes: List of retrieved preference notes
query: Current user query
Returns:
List with single rewritten instruction (or original if rewrite fails/disabled)
"""
if not memory_notes or len(memory_notes) <= 1:
return memory_notes
try:
import requests
# Format preferences for prompt
prefs_text = "\n".join(f"- {note}" for note in memory_notes)
prompt = self._REWRITE_PROMPT.format(query=query[:200], preferences=prefs_text)
# Direct vLLM API call (simpler than going through chat model)
messages = [{"role": "user", "content": prompt}]
payload = {
"model": self._chat_model.model_name,
"messages": messages,
"max_tokens": 150,
"temperature": 0.3, # Lower temperature for more consistent output
}
response = requests.post(
f"{self._chat_model.vllm_url}/chat/completions",
json=payload,
timeout=30
)
if response.status_code != 200:
print(f"[REWRITE] API error {response.status_code}, keeping original notes")
return memory_notes
result = response.json()
rewritten = result["choices"][0]["message"]["content"].strip().strip('"')
# Validate response
if rewritten and len(rewritten) > 10 and "No specific preferences" not in rewritten:
print(f"[REWRITE] {len(memory_notes)} notes → 1 merged instruction")
return [rewritten]
else:
print(f"[REWRITE] Kept original {len(memory_notes)} notes (no valid merge)")
return memory_notes
except Exception as e:
print(f"[REWRITE] Failed: {e}, keeping original notes")
return memory_notes
# Consolidation prompt for session-end preference merging
_CONSOLIDATION_PROMPT = """You are analyzing user preferences extracted from conversations.
Current preferences for this user:
{preferences}
Task: Consolidate these preferences into a cleaner, more organized set by:
1. MERGE similar preferences (e.g., "use bullet points" + "format with bullets" → single preference)
2. REMOVE redundant or contradictory preferences (keep the more specific one)
3. PRESERVE all unique, meaningful preferences
4. Keep the same "When [condition], [action]." format
Output ONLY the consolidated preferences, one per line, in this exact format:
When [condition], [action].
Do not add explanations or commentary. Just output the preference lines."""
def consolidate_user_preferences(self, user_id: str) -> int:
"""
Consolidate user preferences at session end using LLM.
Merges similar preferences, removes redundancy, and creates cleaner
preference descriptions. Only runs if user has enough preferences.
Args:
user_id: The user whose preferences to consolidate.
Returns:
Number of preferences after consolidation (0 if skipped).
"""
if not self.enable_preference_consolidation:
return 0
# Get user's memory cards
user_cards = [c for c in self._memory_cards if c.user_id == user_id]
if len(user_cards) < self.consolidation_threshold:
return len(user_cards)
# Build preference list for prompt
pref_lines = [card.note_text for card in user_cards]
preferences_text = "\n".join(f"- {p}" for p in pref_lines)
# Call LLM for consolidation
prompt = self._CONSOLIDATION_PROMPT.format(preferences=preferences_text)
messages = [{"role": "user", "content": prompt}]
try:
result = self._chat_model.answer(messages, max_new_tokens=512)
consolidated_text = result.get("content", "").strip()
if not consolidated_text:
return len(user_cards)
# Parse consolidated preferences
new_prefs = []
for line in consolidated_text.split("\n"):
line = line.strip()
if not line or not line.startswith("When "):
continue
# Parse "When [condition], [action]."
if ", " in line:
parts = line.split(", ", 1)
condition = parts[0].replace("When ", "").strip()
action = parts[1].rstrip(".").strip()
if condition and action:
new_prefs.append({
"condition": condition,
"action": action,
"is_global": self._classify_preference_scope(condition) if self.enable_global_preferences else False,
})
if not new_prefs:
return len(user_cards)
# Remove old cards for this user
keep_indices = [i for i, c in enumerate(self._memory_cards) if c.user_id != user_id]
self._memory_cards = [self._memory_cards[i] for i in keep_indices]
if len(keep_indices) > 0 and len(self._memory_embeddings) > 0:
self._memory_embeddings = self._memory_embeddings[keep_indices]
self._item_vectors = self._item_vectors[keep_indices]
else:
embed_dim = self._memory_embeddings.shape[1] if len(self._memory_embeddings) > 0 else 4096
self._memory_embeddings = np.zeros((0, embed_dim), dtype=np.float32)
self._item_vectors = np.zeros((0, self._rl_cfg["item_dim"]), dtype=np.float32)
# Add consolidated preferences
for pref in new_prefs:
note_text = f"When {pref['condition']}, {pref['action']}."
# Compute embedding
e_note = self._embed_model.encode([note_text], normalize=True, return_tensor=False)[0]
v_note = self._projection.transform_vector(np.array(e_note))
# Create card
card = MemoryCard(
card_id=str(uuid.uuid4()),
user_id=user_id,
source_session_id=f"consolidated_{user_id}",
source_turn_ids=[],
raw_queries=[],
preference_list=PreferenceList(preferences=[
Preference(condition=pref["condition"], action=pref["action"], confidence=1.0)
]),
note_text=note_text,
embedding_e=list(e_note),
kind="pref",
is_global=pref["is_global"],
)
self._memory_cards.append(card)
self._memory_embeddings = np.vstack([self._memory_embeddings, np.array([e_note])])
self._item_vectors = np.vstack([self._item_vectors, np.array([v_note])])
print(f"[PersonalizedLLM] Consolidated {len(user_cards)} → {len(new_prefs)} preferences for user {user_id}")
return len(new_prefs)
except Exception as e:
print(f"[PersonalizedLLM] Consolidation failed for user {user_id}: {e}")
return len(user_cards)
def _add_preferences_as_memory(
self,
prefs: PreferenceList,
query: str,
user_id: str,
turn_id: int,
) -> List[Dict[str, Any]]:
"""
Add extracted preferences as new memory cards.
Returns list of preference dicts for debug info.
"""
extracted = []
if not prefs.preferences or self._projection is None:
return extracted
for pref in prefs.preferences:
note_text = f"When {pref.condition}, {pref.action}."
# Record for debug
extracted.append({
"condition": pref.condition,
"action": pref.action,
"confidence": pref.confidence,
})
# Deduplication check
is_duplicate = any(
card.user_id == user_id and card.note_text == note_text
for card in self._memory_cards
)
if is_duplicate:
continue
# Compute embedding from note_text (NOT query) for proper semantic retrieval
# This ensures retrieval query "solve math problem" matches stored "When math problems..."
e_note = self._embed_model.encode([note_text], normalize=True, return_tensor=False)[0]
v_note = self._projection.transform_vector(np.array(e_note))
# Classify as global or conditional
is_global = self._classify_preference_scope(pref.condition) if self.enable_global_preferences else False
# Create new memory card
card = MemoryCard(
card_id=str(uuid.uuid4()),
user_id=user_id,
source_session_id=f"eval_session_{user_id}",
source_turn_ids=[turn_id],
raw_queries=[query],
preference_list=PreferenceList(preferences=[pref]),
note_text=note_text,
embedding_e=list(e_note),
kind="pref",
is_global=is_global,
)
# Add to memory store
self._memory_cards.append(card)
self._memory_embeddings = np.vstack([self._memory_embeddings, np.array([e_note])])
self._item_vectors = np.vstack([self._item_vectors, np.array([v_note])])
return extracted
def _score_response(self, response: str) -> float:
"""
Score a response for best-of-N selection.
Higher score = better response. Scoring heuristics:
1. Length: Longer responses typically have more substance
2. Solution indicators: Contains formulas, steps, answers
3. Proactivity: Doesn't end with just a question
Returns:
Float score (higher is better)
"""
score = 0.0
response_lower = response.lower()
# Length score (normalized, cap at 1000 chars)
score += min(len(response), 1000) / 1000 * 3.0
# Solution indicators (+1 each, max 5)
solution_indicators = ['=', 'step', 'answer', 'formula', 'result', 'therefore', 'solution']
indicator_count = sum(1 for ind in solution_indicators if ind in response_lower)
score += min(indicator_count, 5) * 0.5
# Structured content (+1 for numbered/bulleted lists)
if any(marker in response for marker in ['1.', '2.', '- ', '* ', '##']):
score += 1.0
# Penalty for ending with question (passive behavior)
# Check last 100 chars for question marks
if '?' in response[-100:]:
score -= 1.5
# Bonus for providing concrete values/numbers
import re
numbers = re.findall(r'\d+\.?\d*', response)
if len(numbers) >= 3:
score += 1.0
return score
# =========================================================================
# Public Interface
# =========================================================================
def chat(self, user_id: str, query: str) -> AssistantResponse:
"""
Main online chat interface.
Args:
user_id: Unique identifier for the user.
query: Current user query/message.
Returns:
AssistantResponse containing the answer, usage stats, and debug info.
Notes:
- Internally manages user state, session history, memory retrieval
- After this call, you can call apply_feedback() with the turn's feedback
"""
ctx = self._get_or_create_session(user_id)
session = ctx.session_state
user_state = self._user_store.get_state(user_id)
# Record user vector before for debug
z_long_before = user_state.z_long.copy().tolist()
z_short_before = user_state.z_short.copy().tolist()
# Add user turn to history
user_turn = self._build_chat_turn(user_id, query, "user", ctx.turn_counter)
session.history.append(user_turn)
# Vanilla mode: pure LLM without any memory or preference extraction
if self.mode == "vanilla":
# Skip embedding, preference extraction, and memory retrieval entirely
e_q_t = np.zeros(4096, dtype=np.float32) # Placeholder for vanilla mode
extracted_prefs = []
candidates = []
cand_item_vecs = np.array([])
base_scores = np.array([])
chosen_indices = []
probs = np.array([])
memories_t = []
memory_notes = []
else:
# Compute query embedding (only needed for non-vanilla modes)
# Explicitly normalize for consistent cosine similarity with stored embeddings
embed_result = self._embed_model.encode([query], normalize=True, return_tensor=False)
if embed_result is None or len(embed_result) == 0:
raise RuntimeError(f"Embedding model returned empty result for query: {query[:100]}")
e_q_t = np.array(embed_result[0])
# Store pending RL update info from last turn (for apply_feedback)
if session.last_query is not None and self.enable_rl_updates:
ctx.pending_rl_update = {
"last_query": session.last_query,
"last_answer": session.last_answer,
"last_memories": session.last_memories,
"last_query_embedding": session.last_query_embedding,
"current_query_embedding": e_q_t,
"last_candidate_item_vectors": session.last_candidate_item_vectors,
"last_policy_probs": session.last_policy_probs,
"last_chosen_indices": session.last_chosen_indices,
}
# Auto-compute reward via LLM judge if enabled
if self._llm_reward_client is not None:
import asyncio
try:
reward, gating = asyncio.run(eval_step_llm(
q_t=session.last_query,
answer_t=session.last_answer,
q_t1=query,
memories_t=session.last_memories or [],
client=self._llm_reward_client,
))
if gating > 0.0:
self.apply_feedback(Feedback(
user_id=user_id,
turn_id=ctx.turn_counter - 1,
reward=reward,
gating=gating,
))
except Exception as e:
# Graceful fallback: skip RL update if judge fails
print(f"[LLM-Reward] Judge call failed, skipping update: {e}")
# Extract preferences from conversation (if enabled)
# extract_turn processes only the last user turn - efficient since called each turn
# Preferences accumulate in _memory_cards across turns (dedup prevents duplicates)
extracted_prefs = []
if self.enable_preference_extraction:
prefs = self._extractor.extract_turn(session.history)
if prefs.preferences:
print(f"[DEBUG] Extracted {len(prefs.preferences)} prefs from history (len={len(session.history)})")
extracted_prefs = self._add_preferences_as_memory(
prefs, query, user_id, ctx.turn_counter
)
if extracted_prefs:
print(f"[DEBUG] Added {len(extracted_prefs)} to memory. Total cards: {len(self._memory_cards)}")
# Separate global preferences (bypass retrieval) from conditional ones
global_notes = []
retrieval_cards = self._memory_cards
retrieval_embeddings = self._memory_embeddings
retrieval_item_vectors = self._item_vectors
if self.enable_global_preferences:
global_cards = [c for c in self._memory_cards if c.is_global and c.user_id == user_id]
global_notes = [c.note_text for c in global_cards[:10]] # Cap at 10
# Filter out global cards for retrieval
cond_indices = [i for i, c in enumerate(self._memory_cards) if not c.is_global]
if cond_indices:
retrieval_cards = [self._memory_cards[i] for i in cond_indices]
retrieval_embeddings = self._memory_embeddings[cond_indices]
if len(self._item_vectors) > 0:
retrieval_item_vectors = self._item_vectors[cond_indices]
else:
retrieval_cards = []
retrieval_embeddings = np.zeros((0, self._memory_embeddings.shape[1]), dtype=np.float32) if len(self._memory_embeddings) > 0 else self._memory_embeddings
retrieval_item_vectors = np.zeros((0, self._rl_cfg["item_dim"]), dtype=np.float32)
# Query transformation for better retrieval matching
retrieval_queries = None
if self.enable_query_transform:
retrieval_queries = self._transform_query_for_retrieval(query)
# Retrieve memories
if self.mode == "nopersonal":
candidates, cand_item_vecs, base_scores, chosen_indices, probs = retrieve_no_policy(
user_id=user_id,
query=query,
embed_model=self._embed_model,
reranker=self._reranker,
memory_cards=retrieval_cards,
memory_embeddings=retrieval_embeddings,
topk_dense=self._rl_cfg["dense_topk"],
topk_rerank=self._rl_cfg["rerank_topk"],
only_own_memories=self.only_own_memories,
queries=retrieval_queries,
dynamic_topk=self._rl_cfg["dynamic_topk"],
dynamic_min_k=self._rl_cfg["dynamic_min_k"],
dynamic_max_k=self._rl_cfg["dynamic_max_k"],
dynamic_score_ratio=self._rl_cfg["dynamic_score_ratio"],
)
else:
beta_long = self._rl_cfg["beta_long"]
beta_short = self._rl_cfg["beta_short"]
candidates, cand_item_vecs, base_scores, chosen_indices, probs = retrieve_with_policy(
user_id=user_id,
query=query,
embed_model=self._embed_model,
reranker=self._reranker,
memory_cards=retrieval_cards,
memory_embeddings=retrieval_embeddings,
user_store=self._user_store,
item_vectors=retrieval_item_vectors,
topk_dense=self._rl_cfg["dense_topk"],
topk_rerank=self._rl_cfg["rerank_topk"],
beta_long=beta_long,
beta_short=beta_short,
tau=self._rl_cfg["tau"],
only_own_memories=self.only_own_memories,
sample=not self.eval_mode,
queries=retrieval_queries,
)
# Get selected memories
memories_t = [candidates[int(i)] for i in chosen_indices] if chosen_indices else []
memory_notes = [m.note_text for m in memories_t]
# Apply preference rewrite if enabled
if self.enable_preference_rewrite and memory_notes:
memory_notes = self._rewrite_preferences(memory_notes, query)
# Debug: show retrieval info
if memories_t or global_notes:
print(f"[DEBUG-RETRIEVAL] User={user_id}, Query={query[:50]}...")
print(f"[DEBUG-RETRIEVAL] Global={len(global_notes)}, Candidates={len(candidates)}, Retrieved={len(memories_t)}")
for i, m in enumerate(memories_t[:3]): # Show top 3
score = probs[chosen_indices[i]] if i < len(chosen_indices) and chosen_indices[i] < len(probs) else 0
print(f"[DEBUG-RETRIEVAL] [{i+1}] score={score:.3f}: {m.note_text[:80]}...")
# Combine all notes for prompt (global + retrieved)
# For chat(), we combine all notes; chat_prepare() handles them separately
if self.mode != "vanilla":
all_memory_notes = (global_notes if global_notes else []) + memory_notes
else:
all_memory_notes = memory_notes
# Build prompt and count tokens
prompt_tokens = self._count_tokens(query)
for turn in session.history:
prompt_tokens += self._count_tokens(turn.text)
for note in all_memory_notes:
prompt_tokens += self._count_tokens(note)
# Generate answer (with best-of-N if enabled)
if self.best_of_n > 1:
# Generate N responses and pick the best one
candidates_responses = []
for i in range(self.best_of_n):
resp = self._chat_model.answer(
history=session.history,
memory_notes=all_memory_notes,
max_new_tokens=self._rl_cfg["max_new_tokens"],
temperature=0.8, # Slightly higher temp for diversity
)
score = self._score_response(resp)
candidates_responses.append((resp, score))
# Sort by score (descending) and pick best
candidates_responses.sort(key=lambda x: x[1], reverse=True)
answer_t = candidates_responses[0][0]
best_score = candidates_responses[0][1]
if len(candidates_responses) > 1:
print(f"[BEST-OF-{self.best_of_n}] Scores: {[f'{s:.2f}' for _, s in candidates_responses]}, picked score={best_score:.2f}")
else:
answer_t = self._chat_model.answer(
history=session.history,
memory_notes=all_memory_notes,
max_new_tokens=self._rl_cfg["max_new_tokens"],
)
completion_tokens = self._count_tokens(answer_t)
# Add assistant turn to history
assist_turn = self._build_chat_turn(user_id, answer_t, "assistant", ctx.turn_counter)
session.history.append(assist_turn)
# Update session state for next turn
session.last_query = query
session.last_answer = answer_t
session.last_memories = memories_t
session.last_query_embedding = e_q_t
session.last_candidate_item_vectors = cand_item_vecs
session.last_policy_probs = probs
session.last_chosen_indices = list(chosen_indices) if len(chosen_indices) > 0 else []
ctx.turn_counter += 1
# Build debug info
debug = DebugInfo(
selected_memory_ids=[m.card_id for m in memories_t],
selected_memory_notes=[m.note_text for m in memories_t],
selected_memory_scores=[float(probs[i]) if i < len(probs) else 0.0 for i in chosen_indices] if len(chosen_indices) > 0 else [],
user_vector_before=z_long_before + z_short_before, # Concatenated for simplicity
user_vector_after=user_state.z_long.tolist() + user_state.z_short.tolist(),
extracted_preferences=extracted_prefs,
extra={
"num_candidates": len(candidates),
"num_total_memories": len(self._memory_cards),
"z_long_norm": float(np.linalg.norm(user_state.z_long)),
"z_short_norm": float(np.linalg.norm(user_state.z_short)),
}
)
# Build usage stats
usage = UsageStats(
prompt_tokens=prompt_tokens,
completion_tokens=completion_tokens,
total_tokens=prompt_tokens + completion_tokens,
model=self._llm_name,
)
return AssistantResponse(
answer=answer_t,
usage=usage,
debug=debug,
)
def chat_prepare(self, user_id: str, query: str, skip_extraction: bool = False, skip_auto_reward: bool = False) -> dict:
"""
Prepare for chat without calling the LLM.
This does all the preparation work (embedding, memory retrieval, etc.)
and returns the messages to send to the LLM along with context needed
for post-processing.
Used for batch processing where messages are collected first, then
sent in batch to vLLM for concurrent processing.
Args:
user_id: Unique identifier for the user.
query: Current user query/message.
Returns:
Dict containing:
- messages: List of messages to send to LLM
- context: Dict with all state needed for chat_complete()
"""
ctx = self._get_or_create_session(user_id)
session = ctx.session_state
user_state = self._user_store.get_state(user_id)
# Record user vector before for debug
z_long_before = user_state.z_long.copy().tolist()
z_short_before = user_state.z_short.copy().tolist()
# Add user turn to history
user_turn = self._build_chat_turn(user_id, query, "user", ctx.turn_counter)
session.history.append(user_turn)
# Vanilla mode: pure LLM without any memory or preference extraction
if self.mode == "vanilla":
e_q_t = np.zeros(4096, dtype=np.float32)
extracted_prefs = []
candidates = []
cand_item_vecs = np.array([])
base_scores = np.array([])
chosen_indices = []
probs = np.array([])
memories_t = []
memory_notes = []
else:
# Compute query embedding
embed_result = self._embed_model.encode([query], normalize=True, return_tensor=False)
if embed_result is None or len(embed_result) == 0:
raise RuntimeError(f"Embedding model returned empty result for query: {query[:100]}")
e_q_t = np.array(embed_result[0])
# Store pending RL update info from last turn
if session.last_query is not None and self.enable_rl_updates:
ctx.pending_rl_update = {
"last_query": session.last_query,
"last_answer": session.last_answer,
"last_memories": session.last_memories,
"last_query_embedding": session.last_query_embedding,
"current_query_embedding": e_q_t,
"last_candidate_item_vectors": session.last_candidate_item_vectors,
"last_policy_probs": session.last_policy_probs,
"last_chosen_indices": session.last_chosen_indices,
}
# Auto-compute reward via LLM judge if enabled
# skip_auto_reward=True when batch framework handles rewards externally
if self._llm_reward_client is not None and not skip_auto_reward:
import asyncio
try:
reward, gating = asyncio.run(eval_step_llm(
q_t=session.last_query,
answer_t=session.last_answer,
q_t1=query,
memories_t=session.last_memories or [],
client=self._llm_reward_client,
))
if gating > 0.0:
self.apply_feedback(Feedback(
user_id=user_id,
turn_id=ctx.turn_counter - 1,
reward=reward,
gating=gating,
))
except Exception as e:
print(f"[LLM-Reward] Judge call failed, skipping update: {e}")
# Extract preferences from conversation
extracted_prefs = []
if self.enable_preference_extraction and not skip_extraction:
prefs = self._extractor.extract_turn(session.history)
if prefs.preferences:
print(f"[DEBUG] Extracted {len(prefs.preferences)} prefs from history (len={len(session.history)})")
extracted_prefs = self._add_preferences_as_memory(
prefs, query, user_id, ctx.turn_counter
)
if extracted_prefs:
print(f"[DEBUG] Added {len(extracted_prefs)} to memory. Total cards: {len(self._memory_cards)}")
# Separate global preferences (bypass retrieval) from conditional ones
global_notes = []
retrieval_cards = self._memory_cards
retrieval_embeddings = self._memory_embeddings
retrieval_item_vectors = self._item_vectors
if self.enable_global_preferences:
global_cards = [c for c in self._memory_cards if c.is_global and c.user_id == user_id]
global_notes = [c.note_text for c in global_cards[:10]] # Cap at 10
cond_indices = [i for i, c in enumerate(self._memory_cards) if not c.is_global]
if cond_indices:
retrieval_cards = [self._memory_cards[i] for i in cond_indices]
retrieval_embeddings = self._memory_embeddings[cond_indices]
if len(self._item_vectors) > 0:
retrieval_item_vectors = self._item_vectors[cond_indices]
else:
retrieval_cards = []
retrieval_embeddings = np.zeros((0, self._memory_embeddings.shape[1]), dtype=np.float32) if len(self._memory_embeddings) > 0 else self._memory_embeddings
retrieval_item_vectors = np.zeros((0, self._rl_cfg["item_dim"]), dtype=np.float32)
# Query transformation for better retrieval matching
retrieval_queries = None
if self.enable_query_transform:
retrieval_queries = self._transform_query_for_retrieval(query)
# Retrieve memories
if self.mode == "nopersonal":
candidates, cand_item_vecs, base_scores, chosen_indices, probs = retrieve_no_policy(
user_id=user_id,
query=query,
embed_model=self._embed_model,
reranker=self._reranker,
memory_cards=retrieval_cards,
memory_embeddings=retrieval_embeddings,
topk_dense=self._rl_cfg["dense_topk"],
topk_rerank=self._rl_cfg["rerank_topk"],
only_own_memories=self.only_own_memories,
queries=retrieval_queries,
dynamic_topk=self._rl_cfg["dynamic_topk"],
dynamic_min_k=self._rl_cfg["dynamic_min_k"],
dynamic_max_k=self._rl_cfg["dynamic_max_k"],
dynamic_score_ratio=self._rl_cfg["dynamic_score_ratio"],
)
else:
beta_long = self._rl_cfg["beta_long"]
beta_short = self._rl_cfg["beta_short"]
candidates, cand_item_vecs, base_scores, chosen_indices, probs = retrieve_with_policy(
user_id=user_id,
query=query,
embed_model=self._embed_model,
reranker=self._reranker,
memory_cards=retrieval_cards,
memory_embeddings=retrieval_embeddings,
user_store=self._user_store,
item_vectors=retrieval_item_vectors,
topk_dense=self._rl_cfg["dense_topk"],
topk_rerank=self._rl_cfg["rerank_topk"],
beta_long=beta_long,
beta_short=beta_short,
tau=self._rl_cfg["tau"],
only_own_memories=self.only_own_memories,
sample=not self.eval_mode,
queries=retrieval_queries,
)
memories_t = [candidates[int(i)] for i in chosen_indices] if chosen_indices else []
memory_notes = [m.note_text for m in memories_t]
# Apply preference rewrite if enabled
if self.enable_preference_rewrite and memory_notes:
memory_notes = self._rewrite_preferences(memory_notes, query)
if memories_t or global_notes:
print(f"[DEBUG-RETRIEVAL] User={user_id}, Query={query[:50]}...")
print(f"[DEBUG-RETRIEVAL] Global={len(global_notes)}, Candidates={len(candidates)}, Retrieved={len(memories_t)}")
for i, m in enumerate(memories_t[:3]):
score = probs[chosen_indices[i]] if i < len(chosen_indices) and chosen_indices[i] < len(probs) else 0
print(f"[DEBUG-RETRIEVAL] [{i+1}] score={score:.3f}: {m.note_text[:80]}...")
# Build prompt token count
prompt_tokens = self._count_tokens(query)
for turn in session.history:
prompt_tokens += self._count_tokens(turn.text)
all_notes = memory_notes + (global_notes if self.mode != "vanilla" else [])
for note in all_notes:
prompt_tokens += self._count_tokens(note)
# Build messages for LLM (pass global_notes separately for distinct prompt sections)
effective_global = global_notes if (self.enable_global_preferences and self.mode != "vanilla") else None
messages = self._chat_model.build_messages(
history=session.history,
memory_notes=memory_notes,
max_new_tokens=self._rl_cfg["max_new_tokens"],
global_notes=effective_global,
)
# Return messages and context for chat_complete
return {
"messages": messages,
"context": {
"user_id": user_id,
"query": query,
"ctx": ctx,
"session": session,
"user_state": user_state,
"z_long_before": z_long_before,
"z_short_before": z_short_before,
"e_q_t": e_q_t,
"extracted_prefs": extracted_prefs,
"candidates": candidates,
"cand_item_vecs": cand_item_vecs,
"chosen_indices": chosen_indices,
"probs": probs,
"memories_t": memories_t,
"memory_notes": memory_notes,
"prompt_tokens": prompt_tokens,
}
}
def chat_complete(self, answer_t: str, context: dict) -> AssistantResponse:
"""
Complete chat with LLM response.
This takes the LLM response and context from chat_prepare(), and
does all post-processing (add to history, debug info, etc.).
Args:
answer_t: The LLM response text.
context: Context dict from chat_prepare().
Returns:
AssistantResponse containing the answer, usage stats, and debug info.
"""
# Unpack context
user_id = context["user_id"]
query = context["query"]
ctx = context["ctx"]
session = context["session"]
user_state = context["user_state"]
z_long_before = context["z_long_before"]
z_short_before = context["z_short_before"]
e_q_t = context["e_q_t"]
extracted_prefs = context["extracted_prefs"]
candidates = context["candidates"]
cand_item_vecs = context["cand_item_vecs"]
chosen_indices = context["chosen_indices"]
probs = context["probs"]
memories_t = context["memories_t"]
memory_notes = context["memory_notes"]
prompt_tokens = context["prompt_tokens"]
completion_tokens = self._count_tokens(answer_t)
# Add assistant turn to history
assist_turn = self._build_chat_turn(user_id, answer_t, "assistant", ctx.turn_counter)
session.history.append(assist_turn)
# Update session state for next turn
session.last_query = query
session.last_answer = answer_t
session.last_memories = memories_t
session.last_query_embedding = e_q_t
session.last_candidate_item_vectors = cand_item_vecs
session.last_policy_probs = probs
session.last_chosen_indices = list(chosen_indices) if len(chosen_indices) > 0 else []
ctx.turn_counter += 1
# Build debug info
debug = DebugInfo(
selected_memory_ids=[m.card_id for m in memories_t],
selected_memory_notes=[m.note_text for m in memories_t],
selected_memory_scores=[float(probs[i]) if i < len(probs) else 0.0 for i in chosen_indices] if len(chosen_indices) > 0 else [],
user_vector_before=z_long_before + z_short_before,
user_vector_after=user_state.z_long.tolist() + user_state.z_short.tolist(),
extracted_preferences=extracted_prefs,
extra={
"num_candidates": len(candidates),
"num_total_memories": len(self._memory_cards),
"z_long_norm": float(np.linalg.norm(user_state.z_long)),
"z_short_norm": float(np.linalg.norm(user_state.z_short)),
}
)
# Build usage stats
usage = UsageStats(
prompt_tokens=prompt_tokens,
completion_tokens=completion_tokens,
total_tokens=prompt_tokens + completion_tokens,
model=self._llm_name,
)
return AssistantResponse(
answer=answer_t,
usage=usage,
debug=debug,
)
def apply_extracted_preferences(self, user_id: str, pref_dict: dict) -> list:
"""Apply pre-computed extraction results (from batch extraction) to memory."""
prefs = PreferenceList.model_validate(pref_dict)
if not prefs.preferences:
return []
ctx = self._get_or_create_session(user_id)
query = ctx.session_state.history[-1].text if ctx.session_state.history else ""
extracted = self._add_preferences_as_memory(prefs, query, user_id, ctx.turn_counter)
if extracted:
print(f"[DEBUG] Batch-added {len(extracted)} to memory. Total cards: {len(self._memory_cards)}")
return extracted
def get_last_user_query(self, user_id: str) -> str:
"""Get the last user message text for this user's session."""
ctx = self._sessions.get(user_id)
if ctx and ctx.session_state.history:
for t in reversed(ctx.session_state.history):
if t.role == "user":
return t.text
return ""
def reset_session(self, user_id: str) -> None:
"""
Reset session for a user (new chat window).
This clears:
- Session conversation history
- Short-term user vector (z_short)
- Pending RL update info
This preserves:
- Long-term user vector (z_long)
- User's memory cards (may be consolidated if enabled)
Args:
user_id: The user whose session to reset.
"""
# Consolidate preferences at session end (before clearing session)
if self.enable_preference_consolidation:
self.consolidate_user_preferences(user_id)
# Clear session context
if user_id in self._sessions:
del self._sessions[user_id]
# Create fresh session
self._sessions[user_id] = _SessionContext(
session_state=OnlineSessionState(user_id=user_id),
turn_counter=0,
)
# Reset short-term vector but keep long-term
user_state = self._user_store.get_state(user_id)
user_state.z_short = np.zeros(self._rl_cfg["item_dim"], dtype=np.float32)
self._user_store.save_state(user_state)
def reset_user(self, user_id: str) -> None:
"""
Completely reset a user (new "life").
This clears:
- Long-term user vector (z_long)
- Short-term user vector (z_short)
- User's memory cards
- Session history
- All cached state
Args:
user_id: The user to reset.
"""
# Clear session
if user_id in self._sessions:
del self._sessions[user_id]
# Reset user state vectors
user_state = self._user_store.get_state(user_id)
user_state.z_long = self._user_store.global_init_z.copy()
user_state.z_short = np.zeros(self._rl_cfg["item_dim"], dtype=np.float32)
user_state.reward_ma = 0.0
self._user_store.save_state(user_state)
# Find indices to KEEP (cards NOT belonging to this user)
# Must do this BEFORE modifying _memory_cards
keep_indices = [
i for i, card in enumerate(self._memory_cards)
if card.user_id != user_id
]
# Filter memory cards
self._memory_cards = [self._memory_cards[i] for i in keep_indices]
# Filter embeddings and item vectors to match
if len(keep_indices) > 0 and len(self._memory_embeddings) > 0:
self._memory_embeddings = self._memory_embeddings[keep_indices]
self._item_vectors = self._item_vectors[keep_indices]
else:
# No cards left or no embeddings
embed_dim = self._memory_embeddings.shape[1] if len(self._memory_embeddings) > 0 else 4096
self._memory_embeddings = np.zeros((0, embed_dim), dtype=np.float32)
self._item_vectors = np.zeros((0, self._rl_cfg["item_dim"]), dtype=np.float32)
def apply_feedback(self, feedback: Feedback) -> None:
"""
Apply feedback from user simulator or judge.
This performs the REINFORCE update to user vectors based on
the reward signal from the previous turn.
Args:
feedback: Feedback object containing reward, gating, and metadata.
Notes:
- Should be called AFTER chat() but BEFORE the next chat() call
- Uses the stored context from the previous turn
- If enable_rl_updates is False, this is a no-op (logging only)
- If mode is "nopersonal", this is a no-op (baseline comparison)
"""
if not self.enable_rl_updates:
return
# In "nopersonal" or "vanilla" mode, skip RL updates entirely (baseline)
if self.mode in ("nopersonal", "vanilla"):
return
user_id = feedback.user_id
ctx = self._sessions.get(user_id)
if ctx is None or ctx.pending_rl_update is None:
return
pending = ctx.pending_rl_update
user_state = self._user_store.get_state(user_id)
# Check if we have the necessary data for RL update
if (pending.get("last_candidate_item_vectors") is not None and
pending.get("last_policy_probs") is not None and
pending.get("last_chosen_indices") is not None and
len(pending["last_chosen_indices"]) > 0):
# Extract chosen vectors
chosen_indices = pending["last_chosen_indices"]
candidate_vectors = pending["last_candidate_item_vectors"]
if len(candidate_vectors) > 0:
print(f"[DEBUG-REINFORCE] User={user_id} reward={feedback.reward:.2f} "
f"n_candidates={len(candidate_vectors)} chosen={chosen_indices} "
f"probs_shape={pending['last_policy_probs'].shape if hasattr(pending['last_policy_probs'], 'shape') else 'N/A'}")
# REINFORCE expects:
# - item_vectors: ALL candidate vectors [K, k]
# - chosen_indices: indices into those candidates
# - policy_probs: probabilities over all K candidates [K]
updated = reinforce_update_user_state(
user_state=user_state,
item_vectors=candidate_vectors, # All candidates, not just chosen
chosen_indices=chosen_indices, # Original indices into candidates
policy_probs=pending["last_policy_probs"],
reward_hat=feedback.reward,
gating=feedback.gating,
tau=self._rl_cfg["tau"],
eta_long=self._rl_cfg["eta_long"],
eta_short=self._rl_cfg["eta_short"],
ema_alpha=self._rl_cfg["ema_alpha"],
short_decay=self._rl_cfg["short_decay"],
)
print(f"[DEBUG-REINFORCE] updated={updated} z_long_norm={np.linalg.norm(user_state.z_long):.15e}")
if updated:
self._user_store.save_state(user_state)
# Clear pending update
ctx.pending_rl_update = None
def get_user_state_summary(self, user_id: str) -> Dict[str, Any]:
"""
Get a summary of the user's current state (for debugging/analysis).
Args:
user_id: The user to query.
Returns:
Dictionary with user state information.
"""
user_state = self._user_store.get_state(user_id)
ctx = self._sessions.get(user_id)
user_memory_count = sum(
1 for card in self._memory_cards if card.user_id == user_id
)
return {
"user_id": user_id,
"z_long_norm": float(np.linalg.norm(user_state.z_long)),
"z_short_norm": float(np.linalg.norm(user_state.z_short)),
"reward_ma": user_state.reward_ma,
"session_history_length": len(ctx.session_state.history) if ctx else 0,
"turn_counter": ctx.turn_counter if ctx else 0,
"user_memory_count": user_memory_count,
"total_memory_count": len(self._memory_cards),
}
def persist(self) -> None:
"""
Persist all state to disk.
Call this at the end of an evaluation run to save:
- User state vectors
- Memory cards
"""
# Save user store
self._user_store.persist()
# Save memory cards
with open(self._memory_cards_path, "w", encoding="utf-8") as f:
for card in self._memory_cards:
f.write(card.model_dump_json() + "\n")
# Save embeddings
np.save(self._memory_embeddings_path, self._memory_embeddings)
# Save item projection with updated vectors
if self._projection is not None:
np.savez(
self._item_projection_path,
P=self._projection.P,
mean=self._projection.mean,
V=self._item_vectors,
)
print("[PersonalizedLLM] State persisted to disk.")
# =============================================================================
# Convenience Factory
# =============================================================================
def create_personalized_llm(
config_path: Optional[str] = None,
**kwargs
) -> PersonalizedLLM:
"""
Factory function to create a PersonalizedLLM instance.
Args:
config_path: Optional path to configuration file.
**kwargs: Additional arguments passed to PersonalizedLLM constructor.
Returns:
Configured PersonalizedLLM instance.
"""
return PersonalizedLLM(config_path=config_path, **kwargs)
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