-- pgmnemo v0.6.2 — incremental upgrade from v0.6.1 -- SPDX-License-Identifier: Apache-2.0 -- -- Changes: -- F1: RRF Fix-A (sparse-safe) — Cormack et al. 2009 proper RRF semantics. -- Root cause of v0.6.1 regression (-22.44pp): ROW_NUMBER() over all candidates -- assigned arbitrary bm25_rank to zero-BM25 items. For small corpora (~48 segs/session), -- high-cosine/no-BM25 answers ranked below BM25-matching non-answers. -- Fix: CASE WHEN bm25_score > 0 THEN RANK() OVER (PARTITION BY ...) ELSE NULL END -- → absent items get sentinel rank = n_candidates + 1 (excluded from BM25 list). -- Only rrf_ranked and scored CTEs change; no new params; no CTE structural changes. -- -- F2 (as_of_ts bitemporal recall) and F3 (stress test) already shipped in v0.6.1. \echo Use "ALTER EXTENSION pgmnemo UPDATE TO '0.6.2'" to upgrade. \quit -- ───────────────────────────────────────────────────────────────────────────── -- F1: recall_hybrid() — sparse-safe proper RRF (v0.6.2 Fix-A) -- -- Signature unchanged (8 params) — use CREATE OR REPLACE (no DROP needed). -- Changes vs v0.6.1: -- rrf_ranked CTE: +n_candidates (COUNT(*) OVER ()), bm25_rank_sparse (CASE WHEN > 0 THEN RANK() PARTITION) -- scored CTE: rrf_sparse formula replaces rrf_diag as output; uses COALESCE(bm25_rank_sparse, n_candidates+1) -- anchors CTE: ORDER BY rrf_sparse (was fusion_score) -- Final SELECT: score = rrf_sparse + _aux_scale*aux; rrf_score = rrf_sparse (was rrf_diag) -- ───────────────────────────────────────────────────────────────────────────── 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; -- v0.6.1 F1: A-scale constant — keeps max(aux) ≈ 0.0026 < adjacent RRF delta _aux_scale CONSTANT DOUBLE PRECISION := (0.8 / 61.0) / 0.76; -- v0.6.1 F2: point-in-time timestamp (from pgmnemo.as_of_timestamp GUC) _as_of_ts TIMESTAMPTZ; 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; -- v0.6.1 F2: read as_of_ts from GUC (set by recall_lessons() or caller via SET LOCAL) BEGIN _as_of_ts := NULLIF(current_setting('pgmnemo.as_of_timestamp', TRUE), '')::TIMESTAMPTZ; EXCEPTION WHEN OTHERS THEN _as_of_ts := NULL; 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) -- v0.6.1 F2: point-in-time bitemporal filter AND (_as_of_ts IS NULL OR (al.t_valid_from <= _as_of_ts AND al.t_valid_to > _as_of_ts)) -- 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 sparse-safe RRF ranks (v0.6.2 Fix-A — Cormack 2009) rrf_ranked AS ( SELECT *, COUNT(*) OVER () AS n_candidates, ROW_NUMBER() OVER (ORDER BY raw_vec_score DESC NULLS LAST) AS vec_rank, -- Sparse-safe BM25 rank: only BM25-matching items get a real rank; absent items → NULL. -- Cormack et al. 2009: items not in a ranked list should not receive an RRF rank. -- PARTITION BY (raw_bm25_score > 0) separates BM25-matching (TRUE) from absent (FALSE). -- The FALSE partition is discarded via CASE WHEN; COALESCE below applies sentinel. CASE WHEN raw_bm25_score > 0 THEN RANK() OVER (PARTITION BY (raw_bm25_score > 0) ORDER BY raw_bm25_score DESC NULLS LAST) ELSE NULL END AS bm25_rank_sparse FROM raw_candidates ), -- Step 3: compute sparse-safe RRF score (primary) + linear fusion (backward compat) 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, -- v0.6.2 Fix-A: sparse-safe RRF (Cormack 2009). -- Absent BM25 items receive sentinel rank = n_candidates+1 (excluded from BM25 list). -- Sentinel ensures no zero-BM25 item can rank above a BM25-matching item on BM25 axis. (vec_weight / (_rrf_k_f + r.vec_rank::DOUBLE PRECISION) + bm25_weight / (_rrf_k_f + COALESCE(r.bm25_rank_sparse, r.n_candidates + 1)::DOUBLE PRECISION)) AS rrf_sparse, -- linear fusion: retained for backward compatibility (not used for ranking in v0.6.2) (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 rrf_sparse for graph proximity walk (v0.6.2 Fix-A) anchors AS ( SELECT id FROM scored ORDER BY rrf_sparse 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, -- v0.6.2 Fix-A: score = rrf_sparse (primary) + _aux_scale × (importance + recency + provenance) + graph. -- rrf_sparse: sparse-safe RRF; aux terms capped at max ≈ 0.0026 << rrf_sparse range. ( s.rrf_sparse + _aux_scale * ( 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_sparse 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.rrf_sparse + _aux_scale * ( 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 LIMIT k; END; $$; COMMENT ON FUNCTION pgmnemo.recall_hybrid(vector, TEXT, INT, TEXT, INT, DOUBLE PRECISION, DOUBLE PRECISION, INT) IS 'Hybrid recall v0.6.2 — F1 sparse-safe RRF (Cormack 2009) + F2 as_of_ts bitemporal filter. ' 'Primary rank signal: rrf_sparse = vec_w/(k+vec_rank) + bm25_w/(k+bm25_rank_sparse_or_sentinel). ' 'bm25_rank_sparse: only BM25-matching items (bm25_score > 0) get a rank; others get sentinel = n_candidates+1. ' 'Fixes v0.6.1 regression: ROW_NUMBER() over all candidates assigned arbitrary rank to zero-BM25 items ' 'causing high-cosine/no-BM25 answers to rank below BM25-matching non-answers in small corpora. ' 'Aux tie-breaker: _aux_scale*(0.05*importance + 0.05*recency + 0.05*provenance) + graph_proximity. ' '_aux_scale=(0.8/61)/0.76=0.01726; max aux ≈ 0.0026 << rrf_sparse range (guaranteed tiebreaker only). ' 'F2: reads pgmnemo.as_of_timestamp GUC for point-in-time bitemporal filter on raw_candidates. ' 'Set GUC automatically by calling pgmnemo.recall_lessons(..., as_of_ts). ' 'fusion_score is still computed and returned as backward-compat reference (not used for ranking). ' 'rrf_score column = rrf_sparse (sparse-safe RRF, semantically correct value). ' 'Defaults: vec_weight=0.4, bm25_weight=0.4, rrf_k=60. ' 'graph_proximity_weight = pgmnemo.graph_proximity_weight GUC (default 0.2, range 0.0–0.5). ' 'ef_search = pgmnemo.ef_search GUC (default 100).';