-- pgmnemo upgrade: 0.2.1 → 0.2.2-hybrid -- Adds pgmnemo.recall_hybrid(): vector cosine + BM25 (ts_rank_cd) weighted fusion. -- Existing recall_lessons() is UNCHANGED — full backward compatibility. -- SPDX-License-Identifier: Apache-2.0 -- -- ⚠️ EXPERIMENTAL — pgmnemo.recall_hybrid() is an opt-in experimental function. -- It is NOT the default retrieval path. recall_lessons() remains the stable API. -- Benchmark evidence is simulation-based (TF-IDF proxy); real-DB confirmation -- required before promotion to default. Use in production at your own risk. -- Promotion criteria: see ROADMAP.md §H1 v0.2.2 "Promotion criteria". -- -- Migration: v0.2.2_hybrid_001 -- Task: QUICK-B — Hypothesis B from 2026-05-09 strategy review -- -- Design: -- score = 0.4×vec_cosine + 0.4×ts_rank_cd(lesson_tsv, ..., 32) -- + 0.05×(importance/5) + 0.05×recency_90d -- + 0.05×prov_strength + 0.05×graph_proximity -- Union retrieval: candidates matched by EITHER embedding cosine OR BM25. -- rrf_score column (1/(60+vec_rank) + 1/(60+bm25_rank)) included for diagnostics. -- Normalization option 32 on ts_rank_cd bounds BM25 score to [0,1]. -- ───────────────────────────────────────────────────────────────────────────── -- recall_hybrid() — vector + BM25 weighted fusion (v0.2.2) -- ───────────────────────────────────────────────────────────────────────────── CREATE OR REPLACE FUNCTION pgmnemo.recall_hybrid( query_embedding vector(1024), query_text TEXT, k INT DEFAULT 10, role_filter TEXT DEFAULT NULL, project_id_filter INT DEFAULT NULL, vec_weight DOUBLE PRECISION DEFAULT 0.4, bm25_weight DOUBLE PRECISION DEFAULT 0.4, rrf_k INT DEFAULT 60 ) RETURNS TABLE ( lesson_id BIGINT, score DOUBLE PRECISION, vec_score DOUBLE PRECISION, bm25_score DOUBLE PRECISION, rrf_score DOUBLE PRECISION, role TEXT, project_id INT, topic TEXT, lesson_text TEXT, importance SMALLINT, metadata JSONB, commit_sha TEXT, artifact_hash TEXT, verified_at TIMESTAMPTZ, created_at TIMESTAMPTZ ) LANGUAGE plpgsql STABLE PARALLEL SAFE AS $$ DECLARE _ef_search INT; _include_unverified BOOLEAN; _tsquery TSQUERY; _has_text BOOLEAN; _has_vec BOOLEAN; _graph_weight DOUBLE PRECISION; _max_depth CONSTANT INT := 5; _rrf_k_f DOUBLE PRECISION; BEGIN -- Validate: at least one retrieval signal required _has_vec := query_embedding IS NOT NULL; _has_text := query_text IS NOT NULL AND length(trim(query_text)) > 0; IF NOT _has_vec AND NOT _has_text THEN RAISE EXCEPTION 'pgmnemo.recall_hybrid: both query_embedding and query_text are NULL/empty — at least one retrieval signal is required'; END IF; -- Clamp weights vec_weight := GREATEST(0.0, LEAST(1.0, vec_weight)); bm25_weight := GREATEST(0.0, LEAST(1.0, bm25_weight)); _rrf_k_f := GREATEST(1.0, rrf_k::DOUBLE PRECISION); -- ef_search GUC for HNSW recall quality BEGIN _ef_search := COALESCE( NULLIF(current_setting('pgmnemo.ef_search', TRUE), '')::INT, 100 ); IF _ef_search BETWEEN 10 AND 500 THEN EXECUTE format('SET LOCAL pgvector.hnsw.ef_search = %s', _ef_search); END IF; EXCEPTION WHEN OTHERS THEN NULL; END; BEGIN _include_unverified := COALESCE( current_setting('pgmnemo.include_unverified', TRUE)::BOOLEAN, FALSE ); EXCEPTION WHEN OTHERS THEN _include_unverified := FALSE; END; BEGIN _graph_weight := COALESCE( NULLIF(current_setting('pgmnemo.graph_proximity_weight', TRUE), '')::DOUBLE PRECISION, 0.2 ); EXCEPTION WHEN OTHERS THEN _graph_weight := 0.2; END; _graph_weight := GREATEST(0.0, LEAST(0.5, _graph_weight)); -- Parse query_text → tsquery (websearch preferred, fallback to plainto) IF _has_text THEN BEGIN _tsquery := websearch_to_tsquery('english', query_text); EXCEPTION WHEN OTHERS THEN BEGIN _tsquery := plainto_tsquery('english', query_text); EXCEPTION WHEN OTHERS THEN _has_text := FALSE; END; END; END IF; RETURN QUERY WITH RECURSIVE -- Step 1: union candidates from vector OR BM25 retrieval paths raw_candidates AS ( SELECT al.id, al.role, al.project_id, al.topic, al.lesson_text, al.importance, al.metadata, al.commit_sha, al.artifact_hash, al.verified_at, al.created_at, CASE WHEN _has_vec AND al.embedding IS NOT NULL THEN (1.0 - (al.embedding <=> query_embedding))::DOUBLE PRECISION ELSE 0.0::DOUBLE PRECISION END AS raw_vec_score, -- ts_rank_cd normalization=32: divides rank by rank+1 → bounded [0,1] CASE WHEN _has_text AND al.lesson_tsv @@ _tsquery THEN ts_rank_cd(al.lesson_tsv, _tsquery, 32)::DOUBLE PRECISION ELSE 0.0::DOUBLE PRECISION END AS raw_bm25_score FROM pgmnemo.agent_lesson al WHERE al.is_active AND (_include_unverified OR al.verified_at IS NOT NULL) AND (recall_hybrid.role_filter IS NULL OR al.role = recall_hybrid.role_filter) AND (recall_hybrid.project_id_filter IS NULL OR al.project_id = recall_hybrid.project_id_filter) -- Union: any candidate matched by vector OR BM25 AND ( (_has_vec AND al.embedding IS NOT NULL) OR (_has_text AND al.lesson_tsv @@ _tsquery) ) ), -- Step 2: compute RRF ranks (for diagnostic rrf_score column) rrf_ranked AS ( SELECT *, ROW_NUMBER() OVER (ORDER BY raw_vec_score DESC NULLS LAST) AS vec_rank, ROW_NUMBER() OVER (ORDER BY raw_bm25_score DESC NULLS LAST) AS bm25_rank FROM raw_candidates ), -- Step 3: compute weighted linear fusion score + diagnostic RRF score scored AS ( SELECT r.id, r.role, r.project_id, r.topic, r.lesson_text, r.importance, r.metadata, r.commit_sha, r.artifact_hash, r.verified_at, r.created_at, r.raw_vec_score AS v_score, r.raw_bm25_score AS b_score, -- diagnostic RRF (not used for final ranking, returned for analysis) (vec_weight / (_rrf_k_f + r.vec_rank::DOUBLE PRECISION) + bm25_weight / (_rrf_k_f + r.bm25_rank::DOUBLE PRECISION)) AS rrf_diag, -- primary fusion: weighted linear combination on normalized [0,1] scores (vec_weight * r.raw_vec_score + bm25_weight * r.raw_bm25_score) AS fusion_score FROM rrf_ranked r ), -- Step 4: anchor top-5 by fusion_score for graph proximity walk anchors AS ( SELECT id FROM scored ORDER BY fusion_score DESC LIMIT 5 ), graph_walk (anchor_id, depth, reached_id) AS ( SELECT id, 0, id FROM anchors UNION ALL SELECT gw.anchor_id, gw.depth + 1, me.target_id FROM graph_walk gw JOIN pgmnemo.mem_edge me ON me.source_id = gw.reached_id WHERE me.relation_type IN ('CAUSED_BY', 'CO_OCCURRED', 'DERIVED_FROM') AND gw.depth < _max_depth ), graph_proximity AS ( SELECT gw.reached_id AS lesson_id, MAX(1.0 - gw.depth::DOUBLE PRECISION / _max_depth::DOUBLE PRECISION) AS proximity FROM graph_walk gw WHERE gw.depth > 0 GROUP BY gw.reached_id ) SELECT s.id AS lesson_id, -- Final score: weighted fusion + auxiliary components ( s.fusion_score + 0.05 * (s.importance::DOUBLE PRECISION / 5.0) + 0.05 * GREATEST(0.0, 1.0 - LEAST( EXTRACT(EPOCH FROM (NOW() - s.created_at)) / (90.0 * 86400.0), 1.0 ) )::DOUBLE PRECISION + 0.05 * (CASE WHEN s.commit_sha IS NOT NULL AND s.verified_at IS NOT NULL THEN 1.0 WHEN s.commit_sha IS NOT NULL THEN 0.4 ELSE 0.0 END)::DOUBLE PRECISION + _graph_weight * COALESCE(gp.proximity, 0.0) ) AS score, s.v_score AS vec_score, s.b_score AS bm25_score, s.rrf_diag AS rrf_score, s.role, s.project_id, s.topic, s.lesson_text, s.importance, s.metadata, s.commit_sha, s.artifact_hash, s.verified_at, s.created_at FROM scored s LEFT JOIN graph_proximity gp ON gp.lesson_id = s.id ORDER BY ( s.fusion_score + 0.05 * (s.importance::DOUBLE PRECISION / 5.0) + 0.05 * GREATEST(0.0, 1.0 - LEAST( EXTRACT(EPOCH FROM (NOW() - s.created_at)) / (90.0 * 86400.0), 1.0 ) )::DOUBLE PRECISION + 0.05 * (CASE WHEN s.commit_sha IS NOT NULL AND s.verified_at IS NOT NULL THEN 1.0 WHEN s.commit_sha IS NOT NULL THEN 0.4 ELSE 0.0 END)::DOUBLE PRECISION + _graph_weight * COALESCE(gp.proximity, 0.0) ) DESC, s.importance DESC, s.created_at DESC LIMIT k; END; $$; COMMENT ON FUNCTION pgmnemo.recall_hybrid(vector, TEXT, INT, TEXT, INT, DOUBLE PRECISION, DOUBLE PRECISION, INT) IS 'EXPERIMENTAL — not the default retrieval path; recall_lessons() is the stable API. ' 'Hybrid recall v0.2.2 — weighted linear fusion of dense vector + BM25 sparse retrieval. ' 'Formula: score = vec_weight×cosine + bm25_weight×ts_rank_cd(lesson_tsv,q,32) ' ' + 0.05×(importance/5) + 0.05×recency_90d ' ' + 0.05×prov_strength + graph_proximity_weight×graph_proximity. ' 'Defaults: vec_weight=0.4, bm25_weight=0.4, rrf_k=60. ' 'Union retrieval: candidates from EITHER embedding cosine OR BM25 text match. ' 'rrf_score column = 1/(rrf_k+vec_rank) + 1/(rrf_k+bm25_rank) (diagnostic only). ' 'graph_proximity_weight = pgmnemo.graph_proximity_weight GUC (default 0.2, range 0.0–0.5). ' 'ef_search = pgmnemo.ef_search GUC (default 100). ' 'Backward-compatible: recall_lessons() unchanged.';